Osborne Partners Capital Management LLC Has $3.36 Million Stock Holdings in American Express Company $AXP

Osborne Partners Capital Management LLC grew its stake in shares of American Express Company (NYSE:AXP) by 30.4% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 10,125 shares of the payment services company’s stock after acquiring an additional 2,360 shares during the quarter. Osborne Partners Capital Management LLC’s holdings in American Express were worth $3,363,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of AXP. Nordea Investment Management AB boosted its stake in American Express by 2.2% in the second quarter. Nordea Investment Management AB now owns 2,267,377 shares of the payment services company’s stock valued at $721,525,000 after buying an additional 49,593 shares in the last quarter. ZEGA Investments LLC bought a new position in shares of American Express in the third quarter worth about $1,080,000. Sumitomo Mitsui Trust Group Inc. boosted its stake in shares of American Express by 0.3% in the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 1,598,743 shares of the payment services company’s stock valued at $531,038,000 after purchasing an additional 4,080 shares in the last quarter. Dempze Nancy E boosted its stake in shares of American Express by 210.2% in the 2nd quarter. Dempze Nancy E now owns 3,459 shares of the payment services company’s stock valued at $1,103,000 after purchasing an additional 2,344 shares in the last quarter. Finally, Reliant Investment Management LLC grew its holdings in shares of American Express by 1.9% during the 2nd quarter. Reliant Investment Management LLC now owns 26,189 shares of the payment services company’s stock valued at $8,354,000 after purchasing an additional 480 shares during the last quarter. Institutional investors own 84.33% of the company’s stock.

Analyst Ratings Changes

Several equities analysts recently commented on the stock. Royal Bank Of Canada reissued an “outperform” rating and issued a $425.00 price objective on shares of American Express in a research note on Monday, January 12th. DZ Bank upgraded shares of American Express from a “sell” rating to a “hold” rating and set a $340.00 price target for the company in a report on Tuesday, October 21st. TD Cowen raised their price objective on American Express from $350.00 to $375.00 and gave the company a “hold” rating in a report on Thursday, January 8th. Keefe, Bruyette & Woods boosted their price objective on American Express from $371.00 to $394.00 and gave the stock an “outperform” rating in a research report on Wednesday, October 1st. Finally, HSBC set a $295.00 target price on American Express and gave the stock a “hold” rating in a report on Friday, October 10th. Nine research analysts have rated the stock with a Buy rating, seventeen have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $353.95.

American Express Stock Down 3.5%

Shares of NYSE:AXP opened at $352.02 on Wednesday. The business has a fifty day simple moving average of $368.13 and a 200 day simple moving average of $341.72. American Express Company has a 12-month low of $220.43 and a 12-month high of $387.49. The firm has a market cap of $242.49 billion, a P/E ratio of 23.63, a P/E/G ratio of 1.53 and a beta of 1.15. The company has a quick ratio of 1.59, a current ratio of 1.61 and a debt-to-equity ratio of 1.78.

American Express (NYSE:AXP) last issued its quarterly earnings results on Friday, January 30th. The payment services company reported ($11.85) earnings per share for the quarter, missing the consensus estimate of $3.56 by ($15.41). The company had revenue of ($17,139.00) million during the quarter, compared to analyst estimates of $18.91 billion. American Express had a net margin of 14.97% and a return on equity of 33.41%. Analysts predict that American Express Company will post 15.33 earnings per share for the current year.

American Express Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, February 10th. Shareholders of record on Friday, January 2nd will be issued a dividend of $0.82 per share. The ex-dividend date is Friday, January 2nd. This represents a $3.28 annualized dividend and a yield of 0.9%. American Express’s dividend payout ratio (DPR) is presently 22.01%.

More American Express News

Here are the key news stories impacting American Express this week:

• Positive Sentiment: American Express declared a quarterly dividend on its 3.550% Fixed Rate Reset Noncumulative Preferred Shares, Series D, payable March 15 — a supportive income action for preferred holders. American Express Declares Dividend on Series D Preferred Stock
• Positive Sentiment: Longer‑term positive narratives and buy‑and‑hold endorsements (including coverage naming AXP among top Buffett‑liked/long‑term holdings) keep investor interest in the name despite near‑term volatility. Warren Buffett’s Legacy: 2 of His Favorite Stocks to Buy and Hold Forever
• Neutral Sentiment: Broader commentary on bank and payments stocks is mixed — some analysts and feature pieces revisit AXP’s long‑term case (brand, network effects), which supports conviction for longer‑term investors but doesn’t remove near‑term policy risk. Is 2026 the Year to Buy American Express Stock?
• Negative Sentiment: JPMorgan CEO Jamie Dimon warned that a proposed 10% cap on credit‑card APRs would be an “economic disaster,” intensifying investor concern about how a cap could hit card profitability and credit availability across issuers including AXP. JPMorgan CEO Dimon says credit card rate cap will be an economic disaster
• Negative Sentiment: U.S. bank stocks fell as investors weighed the January 20 deadline for a potential 10% APR cap, a market move that pressured AXP and peers. US bank stocks fall as investors weigh credit card rate cap deadline
• Negative Sentiment: Analyses warn a 10% cap could materially hurt card issuers’ margins and trigger broader sell‑offs in financials; that regulatory risk is the primary driver of today’s weakness in AXP. Trump’s Proposed 10% Credit Card Rate Cap Would Hurt – What Dividend Investors Should Do
• Negative Sentiment: Market data show AXP is trading below recent short‑term averages as sellers react to the policy risk and sector weakness. American Express (AXP) Declines More Than Market: Some Information for Investors

Insider Buying and Selling

In other news, CMO Elizabeth Rutledge sold 50,000 shares of the company’s stock in a transaction on Friday, October 31st. The shares were sold at an average price of $360.21, for a total value of $18,010,500.00. Following the sale, the chief marketing officer directly owned 85,577 shares of the company’s stock, valued at approximately $30,825,691.17. This represents a 36.88% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Douglas Tabish sold 2,515 shares of the stock in a transaction on Thursday, October 23rd. The stock was sold at an average price of $355.61, for a total transaction of $894,359.15. Following the sale, the insider owned 2,515 shares of the company’s stock, valued at approximately $894,359.15. This trade represents a 50.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.20% of the stock is currently owned by insiders.

American Express Profile

American Express is a global financial services company primarily known for its payment card products, travel services and merchant network. Founded in 1850 as an express mail business, the company evolved through the 20th century into a payments and travel-focused organization. Its core activities include issuing consumer and commercial charge and credit cards, operating a global card acceptance and processing network, and providing travel-related services and customer loyalty programs.

American Express issues a range of products for individuals, small businesses and large corporations, including personal cards, business and corporate cards, and co‑brand partnerships with airlines, hotels and retailers.