American Express Company $AXP Shares Acquired by J. Safra Sarasin Holding AG

J. Safra Sarasin Holding AG grew its holdings in shares of American Express Company (NYSE:AXP) by 477.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 8,118 shares of the payment services company’s stock after buying an additional 6,711 shares during the quarter. J. Safra Sarasin Holding AG’s holdings in American Express were worth $3,003,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently modified their holdings of AXP. Ameriprise Financial Inc. boosted its holdings in American Express by 27.0% in 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. 1832 Asset Management L.P. grew 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 acquiring an additional 541,321 shares in the last quarter. Amundi grew its stake in American Express by 23.9% in the third 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. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main grew its position in shares of American Express by 13.9% in the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 4,342,556 shares of the payment services company’s stock worth $1,385,188,000 after acquiring an additional 530,967 shares in the last quarter. Finally, Danske Bank A S acquired a new position in shares of American Express in the 3rd quarter valued at about $153,292,000. Hedge funds and other institutional investors own 84.33% of the company’s stock.

American Express Stock Performance

AXP stock opened at $302.45 on Wednesday. The firm has a 50 day simple moving average of $327.27 and a 200 day simple moving average of $346.64. American Express Company has a 52 week low of $220.43 and a 52 week high of $387.49. The stock has a market cap of $207.41 billion, a P/E ratio of 19.65, a P/E/G ratio of 1.26 and a beta of 1.14. The company has a debt-to-equity ratio of 1.68, a quick ratio of 1.58 and a current ratio of 1.59.

American Express (NYSE:AXP) last released its quarterly earnings data on Friday, January 30th. The payment services company reported $3.53 earnings per share 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 company had revenue of ($17,139.00) million during the quarter, compared to analyst estimates of $18.91 billion. During the same quarter in the prior year, the company posted $3.04 EPS. The firm’s quarterly 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. Research analysts anticipate that American Express Company will post 15.33 earnings per share for the current fiscal year.

American Express Increases Dividend

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

Wall Street Analyst Weigh In

Several research firms recently weighed in on AXP. TD Cowen reiterated a “hold” rating on shares of American Express in a research note on Thursday, January 8th. BTIG Research lowered their price objective on shares of American Express from $328.00 to $285.00 and set a “sell” rating on the stock in a research note on Monday, March 16th. Wolfe Research began coverage on shares of American Express in a research report on Monday, December 8th. They issued a “peer perform” rating on the stock. Evercore set a $393.00 price target on American Express in a report on Tuesday, February 10th. Finally, UBS Group restated a “neutral” rating and set a $395.00 price objective on shares of American Express in a report on Wednesday, February 4th. 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 MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $352.95.

Insider Transactions at American Express

In other American Express news, insider Ravikumar Radhakrishnan sold 15,000 shares of the company’s stock in a transaction dated 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 transaction, the insider directly owned 8,945 shares of the company’s stock, valued at $3,189,608.10. This represents a 62.64% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Howard Grosfield sold 8,134 shares of American Express stock in a transaction dated 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 sale, the insider owned 9,433 shares of the company’s stock, valued at approximately $3,270,704.09. This represents a 46.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 73,944 shares of company stock worth $26,114,366. 0.20% of the stock is owned by company insiders.

More American Express News

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

• Positive Sentiment: American Express was named the Official Payments Partner of the NFL in a multi-year global deal, which should drive branded spend, card adoption and marketing reach with affluent consumer and corporate segments. American Express named official payments partner of NFL
• Positive Sentiment: AXP expanded its business card lineup with the Graphite Business Cash Unlimited card aimed at small/medium businesses — a product push that can increase card originations, spend and fee income over time. American Express Company (AXP) Expands Business Card Lineup
• Positive Sentiment: Sell-side and research write-ups (Zacks/InsiderMonkey) highlight earnings and price momentum and keep AXP on watchlists, supporting investor interest ahead of results. American Express (AXP) Boasts Earnings & Price Momentum: Should You Buy?
• Neutral Sentiment: Analysts expect a steady, single‑digit rise in Q1 earnings; upcoming quarterly results are the next catalyst and could move the stock depending on guidance/consumer spending metrics. What to Expect From American Express’ Next Quarterly Earnings Report
• Neutral Sentiment: Coverage pieces note consumers still pay high annual card fees for premium perks — a theme that can support AmEx’s premium card economics but also highlights sensitivity to reward-value and rates. Credit card annual fees are soaring past $800. Here’s why people keep paying them—even as perks are harder to come by
• Negative Sentiment: TD Cowen cut its price target on AXP from $375 to $330 and kept a Hold rating, signaling reduced upside expectations from this analyst and adding downward pressure on sentiment. TD Cowen Lowers American Express (AXP) Price Target to $330

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.