Universal Beteiligungs und Servicegesellschaft mbH Sells 93,611 Shares of American Express Company $AXP

Universal Beteiligungs und Servicegesellschaft mbH cut its position in shares of American Express Company (NYSE:AXP) by 12.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 632,596 shares of the payment services company’s stock after selling 93,611 shares during the quarter. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in American Express were worth $233,058,000 as of its most recent SEC filing.

Other institutional investors have also recently modified their holdings of the company. Trajan Wealth LLC increased its position in shares of American Express by 30.9% during the 3rd quarter. Trajan Wealth LLC now owns 24,901 shares of the payment services company’s stock valued at $8,271,000 after purchasing an additional 5,881 shares during the last quarter. Hillsdale Investment Management Inc. increased its position in shares of American Express by 218.7% during the 3rd quarter. Hillsdale Investment Management Inc. now owns 8,540 shares of the payment services company’s stock valued at $2,837,000 after purchasing an additional 5,860 shares during the last quarter. ZEGA Investments LLC bought a new position in shares of American Express during the 3rd quarter valued at about $1,080,000. Sumitomo Mitsui Financial Group Inc. increased its position in shares of American Express by 11.7% during the 3rd quarter. Sumitomo Mitsui Financial Group Inc. now owns 82,863 shares of the payment services company’s stock valued at $27,524,000 after purchasing an additional 8,651 shares during the last quarter. Finally, Sumitomo Mitsui Trust Group Inc. increased its position in shares of American Express by 0.3% during the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 1,598,743 shares of the payment services company’s stock valued at $531,038,000 after purchasing an additional 4,080 shares during the last quarter. 84.33% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

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

American Express Trading Down 0.0%

NYSE:AXP opened at $329.71 on Wednesday. The company has a fifty day moving average of $315.01 and a 200 day moving average of $344.64. American Express Company has a 52 week low of $246.37 and a 52 week high of $387.49. The company has a quick ratio of 1.58, a current ratio of 1.59 and a debt-to-equity ratio of 1.68. The firm has a market capitalization of $226.11 billion, a P/E ratio of 21.42, a P/E/G ratio of 1.39 and a beta of 1.13.

American Express (NYSE:AXP) last posted its quarterly earnings results 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). American Express had a net margin of 15.00% and a return on equity of 33.49%. The firm had revenue of ($17,139.00) million for the quarter, compared to the consensus estimate of $18.91 billion. During the same quarter in the prior year, the company earned $3.04 earnings per share. The company’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. On average, research analysts predict that American Express Company will post 17.53 earnings per share for the current 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 issued a $0.95 dividend. This is an increase from American Express’s previous quarterly dividend of $0.82. The ex-dividend date is Thursday, April 2nd. This represents a $3.80 annualized dividend and a yield of 1.2%. American Express’s dividend payout ratio (DPR) is 24.69%.

Key Stories Impacting American Express

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

• Positive Sentiment: Amex raised its dividend ~16% and rolled out AI payment tools (ACE Developer Kit, Amex Agent Purchase Protection), reinforcing cash return to shareholders and potential revenue/engagement upside from new products. American Express (AXP) Valuation Check As Earnings, Dividend Rise And New AI Payment Tools Draw Attention
• Positive Sentiment: Acquisition of Hypercard and related AI investments are positioned to accelerate AI-driven expense automation and commercial services, which could expand Amex’s corporate offerings and long-term margins. How Will AmEx’s Hyper Acquisition Expand Its AI Capabilities?
• Positive Sentiment: Industry commentary frames Amex’s AI-focused moves as strategically significant for fintech corporate finance, signaling a deeper competitive moat if executed well. American Express’s AI focused Acquisition Signals a Deeper Shift in Fintech’s Corporate Finance Race
• Positive Sentiment: Positive investor sentiment is amplified by Berkshire Hathaway/Buffett coverage and commentary highlighting Amex’s durable cash generation and pricing power. That narrative often supports valuation multiples and steady shareholder demand. Warren Buffett’s American Express rides platinum card change wave
• Neutral Sentiment: Investors are focused on tomorrow’s Q1 print; previews analyze key metrics beyond EPS (spend, discount revenue, net interest margin) that will drive the reaction. Earnings uncertainty can cause short-term volatility. American Express (AXP) Reports Earnings Tomorrow: What To Expect
• Neutral Sentiment: Analyst estimate roundups and metric-level expectations (Zacks, Yahoo) are being tracked to set expectations on spend trends and commercial card adoption; these previews help set the benchmark for the print. Exploring Analyst Estimates for American Express (AXP) Q1 Earnings, Beyond Revenue and EPS
• Negative Sentiment: Brokerage consensus remains a “Hold,” signaling limited near-term upside from some institutional analysts despite the headline positives — this can cap momentum if earnings fail to materially beat expectations. American Express Company (NYSE:AXP) Given Consensus Rating of “Hold” by Brokerages

Wall Street Analyst Weigh In

Several brokerages have recently commented on AXP. Barclays reduced their price objective on American Express from $367.00 to $323.00 and set an “equal weight” rating on the stock in a research report on Monday, April 6th. JPMorgan Chase & Co. reduced their price target on American Express from $375.00 to $325.00 and set a “neutral” rating on the stock in a research report on Thursday, April 9th. TD Cowen restated a “hold” rating on shares of American Express in a research report on Thursday, January 8th. Credit Suisse Group set a $328.00 price target on American Express in a research report on Monday, January 12th. Finally, Wells Fargo & Company reduced their price target on American Express from $425.00 to $415.00 and set an “overweight” rating on the stock in a research report on Thursday, April 9th. Seven research analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $354.16.

About American Express

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.