Quent Long Short Global Small Cap Fund LP Makes New $1.45 Million Investment in American Express Company $AXP

Quent Long Short Global Small Cap Fund LP acquired a new position in American Express Company (NYSE:AXP) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 3,924 shares of the payment services company’s stock, valued at approximately $1,452,000.

A number of other hedge funds also recently modified their holdings of AXP. Ameriprise Financial Inc. lifted its holdings 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 worth $1,310,515,000 after acquiring an additional 845,283 shares during the period. Amundi lifted its holdings in shares of 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 acquiring an additional 537,205 shares during the period. Danske Bank A S bought a new position in shares of American Express during the 3rd quarter worth about $153,292,000. Capital Wealth Planning LLC lifted its holdings in shares of American Express by 18.5% during the 3rd quarter. Capital Wealth Planning LLC now owns 2,169,242 shares of the payment services company’s stock worth $720,535,000 after acquiring an additional 337,991 shares during the period. Finally, Credit Agricole S A bought a new position in shares of American Express during the 3rd quarter worth about $93,571,000. Institutional investors own 84.33% of the company’s stock.

Insiders Place Their Bets

In other American Express news, insider Ravikumar Radhakrishnan sold 15,000 shares of American Express stock in a transaction 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 owned 8,945 shares in the company, valued at approximately $3,189,608.10. The trade was a 62.64% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Howard Grosfield sold 8,134 shares of American Express stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $346.73, for a total value of $2,820,301.82. Following the completion of the transaction, the insider owned 9,433 shares of the company’s stock, valued at approximately $3,270,704.09. The trade was a 46.30% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 73,944 shares of company stock worth $26,114,366. 0.14% of the stock is owned by company insiders.

Analyst Ratings Changes

AXP has been the subject of a number of analyst reports. UBS Group reaffirmed a “neutral” rating and set a $395.00 price objective on shares of American Express in a report on Wednesday, February 4th. JPMorgan Chase & Co. cut their target price on American Express from $375.00 to $325.00 and set a “neutral” rating for the company in a research report on Thursday, April 9th. Credit Suisse Group set a $328.00 target price on American Express in a research report on Monday, January 12th. Morgan Stanley cut their target price on American Express from $395.00 to $385.00 and set an “equal weight” rating for the company in a research report on Thursday, April 16th. Finally, Barclays cut their target price on American Express from $367.00 to $323.00 and set an “equal weight” rating for the company in a research report on Monday, April 6th. Seven equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $359.67.

American Express Trading Down 4.3%

Shares of AXP stock opened at $318.51 on Friday. American Express Company has a 12-month low of $257.21 and a 12-month high of $387.49. The company has a market capitalization of $218.43 billion, a P/E ratio of 20.70, a P/E/G ratio of 1.40 and a beta of 1.13. The firm has a 50-day moving average price of $314.12 and a 200 day moving average price of $344.38. 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 announced its quarterly earnings results on Thursday, April 23rd. The payment services company reported $4.28 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.01 by $0.27. American Express had a net margin of 15.00% and a return on equity of 33.49%. The firm had revenue of $14.22 billion during the quarter, compared to the consensus estimate of $18.60 billion. During the same period last year, the firm posted $3.64 EPS. The firm’s quarterly revenue was up 11.4% on a year-over-year basis. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Research analysts forecast that American Express Company will post 17.53 earnings per share for the current fiscal year.

American Express Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Friday, April 3rd will be given a $0.95 dividend. This represents a $3.80 annualized dividend and a yield of 1.2%. The ex-dividend date is Thursday, April 2nd. This is a positive change from American Express’s previous quarterly dividend of $0.82. American Express’s dividend payout ratio is presently 24.69%.

Key Headlines Impacting American Express

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

• Positive Sentiment: Q1 beat on EPS and spending — AXP reported $4.28 EPS and robust card‑member spending (best quarterly growth in ~3 years), driving revenue strength and showing continued premium‑customer demand. AXP Q1 Earnings Beat Estimates on Strong US Consumer Services Unit
• Positive Sentiment: New partnerships and premium focus — The NFL global payments deal and continued premium card momentum are cited as drivers of revenue growth and customer engagement. Amex New NFL Deal, Premium Customer Base Power Revenue Growth
• Positive Sentiment: Product/AI initiatives and younger cohorts — Management highlights AI tools and stronger engagement from millennials as sources of durable spending acceleration. Amex Leans on Millennials and AI as Card Spending Accelerates
• Neutral Sentiment: Long‑term investor interest — Commentary on AXP as a long‑held Buffett position underscores its franchise value, but is not a near‑term catalyst. American Express (AXP), The Longest-Held Position of Warren Buffett; See Why
• Negative Sentiment: Cautious guidance and rising spend plans — Management set FY26 EPS guidance slightly below consensus and flagged increased investment/expense plans, which investors interpreted as a near‑term profit tradeoff. Why American Express Fell Today
• Negative Sentiment: Macro/geopolitics weigh on sentiment — Reescalation of tensions in the Middle East and broader risk‑off moves in futures dampened risk appetite, compounding investor focus on any cautious language from management. Geopolitics Weigh on Sentiment
• Negative Sentiment: Analyst pressure — Recent price‑target cuts (e.g., JPMorgan) reflect concerns about the macro outlook and valuation, creating additional near‑term headwinds. American Express Company (AXP) PT Slashed by JPMorgan on Uncertain Macro Outlook

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.