American Express Company $AXP Shares Purchased by Global X Japan Co. Ltd.

Global X Japan Co. Ltd. lifted its holdings in shares of American Express Company (NYSE:AXP) by 469.7% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 22,117 shares of the payment services company’s stock after purchasing an additional 18,235 shares during the quarter. Global X Japan Co. Ltd.’s holdings in American Express were worth $8,182,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in AXP. CoreCap Advisors LLC boosted its holdings in shares of American Express by 5.8% during the fourth quarter. CoreCap Advisors LLC now owns 15,531 shares of the payment services company’s stock valued at $5,746,000 after acquiring an additional 849 shares during the period. Mather Group LLC. increased its stake in American Express by 19.5% during the 4th quarter. Mather Group LLC. now owns 8,240 shares of the payment services company’s stock valued at $3,049,000 after buying an additional 1,344 shares during the period. Fort Washington Investment Advisors Inc. OH boosted its holdings in shares of American Express by 4.6% in the fourth quarter. Fort Washington Investment Advisors Inc. OH now owns 1,626 shares of the payment services company’s stock valued at $602,000 after acquiring an additional 72 shares in the last quarter. Parsons Capital Management Inc. RI lifted its position in American Express by 16.3% in the fourth quarter. Parsons Capital Management Inc. RI now owns 961 shares of the payment services company’s stock worth $356,000 after purchasing an additional 135 shares during the period. Finally, Kelly Financial Services LLC acquired a new stake in shares of American Express in the fourth quarter valued at $209,000. 84.33% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, insider Ravikumar Radhakrishnan sold 15,000 shares of the stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $356.58, for a total value of $5,348,700.00. Following the completion of the transaction, the insider directly owned 8,945 shares of the company’s stock, 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 SEC, which is accessible through the SEC website. Also, insider Denise Pickett sold 23,385 shares of the business’s 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 completion of the sale, the insider directly owned 7,754 shares in the company, valued at approximately $2,767,480.14. This represents a 75.10% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 73,944 shares of company stock valued at $26,114,366 over the last ninety days. Company insiders own 0.20% of the company’s stock.

Trending Headlines about American Express

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

• Positive Sentiment: AmEx launched the new Graphite™ Business Cash Unlimited Card — unlimited 2% cash back (5% on certain travel) in a premium metal design — as the company kicks off what it calls the most significant year for commercial product expansion (eight new/enhanced offerings planned). This is a direct revenue and customer-retention driver for small/medium-business spend. American Express Unveils New Graphite™ Business Cash Unlimited Card, Rewarding Business Owners with Unlimited 2% Cash Back
• Positive Sentiment: Management is pushing AI-enabled features and a 2% cash-back Graphite card as part of a broader 2026 push to deepen commercial relationships and product stickiness — moves that could drive higher spend and cross-sell over time. American Express Bets Big on AI, Cash Back in 2026 Push
• Positive Sentiment: CEO Stephen Squeri’s annual letter emphasizes AmEx’s positioning for “agentic commerce” and an AI-powered future, highlighting 2025 strength and strategic investments that could support higher-margin commercial products over time. This frames the product launches as part of a cohesive growth strategy. American Express Chairman and CEO Stephen J. Squeri Highlights the Company’s 2025 Performance and Position of Strength in an AI-Powered World in Letter to Shareholders
• Neutral Sentiment: Market commentary is asking whether AXP around ~$300 is a buying opportunity or fairly valued — noting mixed short-term performance (recent declines) versus strong multi-year gains. This discussion can keep trading volatile as investors reassess valuation vs. growth. Is It Time To Revisit American Express (AXP) After Recent Share Price Weakness?
• Neutral Sentiment: Research outlets and forecasts (price predictions/upgrades) are mixed — some analysts see AmEx as fairly valued despite spending pressures, while others publish price targets that imply upside; this keeps consensus guidance and modeling in focus. American Express: Fairly Valued Despite Spending Pressures (Upgrade)
• Negative Sentiment: Truist lowered its price target to $360 and some price-prediction pieces flag near-term downside — a reminder that analyst revisions and short-term sentiment can pressure the stock despite strategic positives. Truist Financial Lowers American Express (NYSE:AXP) Price Target to $360.00

Analyst Ratings Changes

AXP has been the topic of a number of research reports. Wells Fargo & Company boosted their target price on shares of American Express from $400.00 to $425.00 and gave the stock an “overweight” rating in a report on Wednesday, December 17th. Credit Suisse Group set a $328.00 price objective on American Express in a research note on Monday, January 12th. Morgan Stanley set a $395.00 price target on American Express in a research report on Tuesday, January 20th. JPMorgan Chase & Co. lowered their target price on American Express from $385.00 to $375.00 and set a “neutral” rating on the stock in a research note on Monday, February 2nd. Finally, BTIG Research decreased their price objective on shares of American Express from $328.00 to $285.00 and set a “sell” rating for the company in a report on Monday, March 16th. Nine research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $352.95.

American Express Trading Down 0.4%

Shares of American Express stock opened at $299.13 on Friday. American Express Company has a 1 year low of $220.43 and a 1 year high of $387.49. The company’s fifty day simple moving average is $331.06 and its 200-day simple moving average is $346.94. The company has a market cap of $205.39 billion, a price-to-earnings ratio of 19.44, a PEG ratio of 1.27 and a beta of 1.14. The company has a current ratio of 1.59, a quick ratio of 1.58 and a debt-to-equity ratio of 1.68.

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

American Express Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 8th. Investors of record on Friday, April 3rd will be paid a $0.95 dividend. The ex-dividend date of this dividend is Thursday, April 2nd. This is an increase from American Express’s previous quarterly dividend of $0.82. This represents a $3.80 dividend on an annualized basis and a yield of 1.3%. American Express’s payout ratio is presently 24.69%.

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.