Capital International Inc. CA Has $16.88 Million Stock Holdings in American Express Company $AXP

Capital International Inc. CA raised its position in American Express Company (NYSE:AXP) by 28.5% during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 50,828 shares of the payment services company’s stock after acquiring an additional 11,260 shares during the period. Capital International Inc. CA’s holdings in American Express were worth $16,883,000 as of its most recent filing with the SEC.

A number of other large investors have also recently bought and sold shares of AXP. Brighton Jones LLC grew its position in American Express by 24.4% in the fourth quarter. Brighton Jones LLC now owns 6,481 shares of the payment services company’s stock valued at $1,924,000 after purchasing an additional 1,273 shares in the last quarter. Sivia Capital Partners LLC lifted its position in American Express by 13.0% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,738 shares of the payment services company’s stock worth $554,000 after buying an additional 200 shares in the last quarter. Schnieders Capital Management LLC. acquired a new position in shares of American Express during the 2nd quarter worth about $428,000. AE Wealth Management LLC grew its holdings in shares of American Express by 11.2% in the 2nd quarter. AE Wealth Management LLC now owns 14,255 shares of the payment services company’s stock valued at $4,547,000 after acquiring an additional 1,435 shares in the last quarter. Finally, Midwest Trust Co bought a new position in shares of American Express in the 2nd quarter valued at about $2,042,000. Institutional investors and hedge funds own 84.33% of the company’s stock.

Key Stories Impacting American Express

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

• Positive Sentiment: Bank of America Securities upgraded AXP to a Buy, providing immediate analyst support that can attract buyers and slow declines. American Express (AXP) Receives a Buy from Bank of America Securities
• Positive Sentiment: American Express announced a ~16% dividend increase, boosting income appeal for dividend investors and signaling confidence in cash flow. American Express Is Raising Its Payout by 16%
• Positive Sentiment: U.S. News & World Report credit-card awards included American Express among winners, reinforcing product competitiveness and consumer visibility. U.S. News & World Report Debuts 2026 Credit Card Awards
• Positive Sentiment: Company growth story tied to experiential offerings (sports) and a new World Trade Center HQ highlights strategic revenue channels and brand-building initiatives. American Express Growth Story Links Sports Experiences And New World Trade Center HQ
• Neutral Sentiment: Industry valuation pieces (e.g., Mastercard at ~25.9x P/E) provide peer context—investors are debating whether payments stocks are fairly priced, which can mute conviction on AXP moves. Mastercard at 25.9X P/E: Pricey, But Not Overpriced
• Neutral Sentiment: Several retrospective pieces on long-term returns and Berkshire Hathaway’s stake (Buffett’s exposure to AXP) keep attention on AXP as a long-term holding rather than a near-term trade. Investing $1K in Warren Buffett’s Favorite Bank Stocks
• Negative Sentiment: Short interest rose ~14.3% in February to 9.85M shares (≈1.4% of float), increasing potential selling pressure and downside risk if momentum turns negative. (February short interest data reproduced in the news feed.)
• Negative Sentiment: Reserve Bank of India data show AmEx’s active card base in India fell by ~118k year-over-year, signaling regional market share headwinds in a fast-growing market. Foreign banks’ credit card base shrinks as local rivals step up
• Negative Sentiment: Technicals and recent fundamentals are a drag: AXP trades well below its 50- and 200-day moving averages (~$349), and the Jan quarter showed a tiny EPS miss—factors that can amplify selling by momentum/quant strategies.

Analysts Set New Price Targets

AXP has been the topic of several analyst reports. Evercore set a $393.00 target price on American Express in a report on Tuesday, February 10th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $425.00 price target on shares of American Express in a research report on Monday, January 12th. Barclays upped their price objective on American Express from $355.00 to $367.00 and gave the stock an “equal weight” rating in a research note on Tuesday, January 6th. Weiss Ratings raised American Express from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, December 29th. Finally, Truist Financial lowered their target price on shares of American Express from $420.00 to $400.00 and set a “buy” rating on the stock in a report on Monday, February 2nd. Nine analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $352.73.

Insider Activity at American Express

In related news, insider Ravikumar Radhakrishnan sold 15,000 shares of the company’s stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $356.58, for a total value of $5,348,700.00. Following the transaction, the insider owned 8,945 shares in the company, valued at approximately $3,189,608.10. This represents a 62.64% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Anna Marrs sold 27,425 shares of the stock in a transaction dated Thursday, February 5th. The shares were sold at an average price of $350.01, for a total transaction of $9,599,024.25. Following the completion of the transaction, the insider directly owned 20,394 shares in the company, valued at approximately $7,138,103.94. This represents a 57.35% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 73,944 shares of company stock worth $26,114,366. 0.20% of the stock is currently owned by corporate insiders.

American Express Stock Down 0.7%

AXP stock opened at $303.13 on Wednesday. American Express Company has a 1-year low of $220.43 and a 1-year high of $387.49. The business’s 50 day simple moving average is $348.10 and its 200 day simple moving average is $349.48. The company has a current ratio of 1.59, a quick ratio of 1.58 and a debt-to-equity ratio of 1.68. The firm has a market capitalization of $208.13 billion, a PE ratio of 19.70, a PEG ratio of 1.29 and a beta of 1.14.

American Express (NYSE:AXP) last announced its quarterly earnings results on Friday, January 30th. The payment services company reported $3.53 earnings per share (EPS) for the quarter, missing the consensus estimate of $3.54 by ($0.01). American Express had a net margin of 15.00% and a return on equity of 33.49%. The business had revenue of ($17,139.00) million for the quarter, compared to analyst estimates of $18.91 billion. During the same period in the prior year, the business earned $3.04 EPS. The company’s revenue for the quarter was up 10.5% compared to the same quarter last year. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, research analysts anticipate that American Express Company will post 15.33 EPS for the current year.

American Express Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, May 8th. Investors of record on Friday, April 3rd will be issued a dividend of $0.95 per share. This represents a $3.80 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend is Thursday, April 2nd. This is a positive change from American Express’s previous quarterly dividend of $0.82. American Express’s payout ratio is presently 21.31%.

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.