Nordea Investment Management AB Increases Stock Position in American Express Company $AXP

Nordea Investment Management AB increased its holdings in American Express Company (NYSE:AXP) by 6.2% in the 4th quarter, Holdings Channel reports. The institutional investor owned 2,474,363 shares of the payment services company’s stock after purchasing an additional 144,512 shares during the period. American Express accounts for 0.8% of Nordea Investment Management AB’s investment portfolio, making the stock its 22nd largest holding. Nordea Investment Management AB’s holdings in American Express were worth $920,710,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Norges Bank purchased a new stake in shares of American Express during the second quarter worth $1,897,335,000. Laurel Wealth Advisors LLC grew its position in shares of American Express by 31,595.9% in the second quarter. Laurel Wealth Advisors LLC now owns 1,742,009 shares of the payment services company’s stock valued at $555,666,000 after purchasing an additional 1,736,513 shares in the last quarter. Ameriprise Financial Inc. raised its stake in shares of American Express by 27.0% during the 3rd quarter. Ameriprise Financial Inc. now owns 3,970,416 shares of the payment services company’s stock valued at $1,310,515,000 after purchasing an additional 845,283 shares during the period. 1832 Asset Management L.P. lifted its holdings in American Express by 46,746.2% during the 2nd quarter. 1832 Asset Management L.P. now owns 542,479 shares of the payment services company’s stock worth $173,040,000 after purchasing an additional 541,321 shares in the last quarter. Finally, Amundi lifted its holdings in American Express by 23.9% during the 3rd quarter. Amundi now owns 2,787,580 shares of the payment services company’s stock worth $925,449,000 after purchasing an additional 537,205 shares in the last quarter. Institutional investors own 84.33% of the company’s stock.

Trending Headlines about American Express

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

• Positive Sentiment: Company raised its quarterly dividend by ~16% and is pushing digital initiatives and partnerships that expand premium customer perks and corporate product integrations — supports recurring revenue and shareholder returns. How Amex’s Dividend Hike And Digital Push At American Express (AXP) Has Changed Its Investment Story
• Positive Sentiment: AmEx expanded its corporate product by adding virtual card features for SAP Concur clients — a sales motion that can increase fee revenue and stickiness in corporate spend. Amex soups up cards for Concur
• Positive Sentiment: Market commentators (Barron’s, The Motley Fool) argue the pullback creates a buying opportunity for long-term investors, citing AmEx’s premium brand, strong returns on equity, and Berkshire Hathaway support — helps buoy contrarian demand. Visa, Mastercard and American Express Have Gotten Roughed Up. The Case for Buying the Dip.
• Neutral Sentiment: Analysis pieces consider AXP among top financial stocks to own if rates become volatile due to geopolitical risk (Iran)—this frames AXP as resilient but is macro-dependent. Is American Express (AXP) The Best Financial Stock to Buy Amid Potential Interest Rate Volatility Coming Due to Iran War
• Neutral Sentiment: Industry/tech news (BrightQuery joining FINOS) and an unrelated insurer earnings release were picked up in feeds but have no direct, material impact on AmEx fundamentals. BrightQuery Becomes Gold Member of FINOS, the Fintech Open Source Foundation, and Joins Governing Board
• Negative Sentiment: Governance pressure: the National Legal and Policy Center and anti‑DEI activists have successfully pushed some companies (including calls at firms like AmEx) to remove DEI from board selection processes — heightens regulatory/shareholder friction and could create headline risk. After notable victories, anti-DEI shareholders turn sights on Trump’s SEC
• Negative Sentiment: Market reaction pieces note recent share weakness and larger-than-market declines in recent sessions — short-term sentiment and positioning (profit-taking, lower multiple) have pressured the stock. Here’s Why American Express (AXP) Fell More Than Broader Market

Insider Activity at American Express

In other news, insider Denise Pickett sold 23,385 shares of the stock in a transaction on Thursday, February 5th. The shares were sold at an average price of $356.91, for a total value of $8,346,340.35. Following the transaction, the insider owned 7,754 shares of the company’s stock, valued at $2,767,480.14. This represents a 75.10% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider Anna Marrs sold 27,425 shares of the firm’s stock in a transaction on 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 sale, the insider owned 20,394 shares in the company, valued at approximately $7,138,103.94. This trade represents a 57.35% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 73,944 shares of company stock worth $26,114,366 in the last 90 days. 0.20% of the stock is currently owned by corporate insiders.

American Express Price Performance

Shares of NYSE AXP opened at $294.76 on Friday. The stock’s 50-day simple moving average is $335.64 and its two-hundred day simple moving average is $347.80. American Express Company has a twelve month low of $220.43 and a twelve month high of $387.49. The firm has a market capitalization of $202.38 billion, a P/E ratio of 19.15, a P/E/G ratio of 1.25 and a beta of 1.14. The company has a quick ratio of 1.58, a current ratio of 1.59 and a debt-to-equity ratio of 1.68.

American Express (NYSE:AXP) last issued its quarterly earnings results on Friday, January 30th. The payment services company reported $3.53 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates 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 the consensus estimate of $18.91 billion. During the same quarter last year, the business posted $3.04 EPS. The business’s revenue 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, equities analysts anticipate that American Express Company will post 15.33 EPS for the current fiscal year.

American Express Increases Dividend

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

Analysts Set New Price Targets

AXP has been the subject of a number of recent analyst reports. Evercore set a $393.00 target price on American Express in a report on Tuesday, February 10th. Royal Bank Of Canada reissued an “outperform” rating on shares of American Express in a report on Monday, March 16th. TD Cowen restated a “hold” rating on shares of American Express in a research report on Thursday, January 8th. Wolfe Research began coverage on shares of American Express in a report on Monday, December 8th. They set a “peer perform” rating on the stock. Finally, JPMorgan Chase & Co. lowered their target price on shares of American Express from $385.00 to $375.00 and set a “neutral” rating on the stock in a research note on Monday, February 2nd. Nine investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, American Express has an average rating of “Hold” and a consensus price target of $354.86.

American Express Company 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.