Fifth Third Bancorp Has $69.95 Million Stock Position in American Express Company $AXP

Fifth Third Bancorp boosted its holdings in shares of American Express Company (NYSE:AXP) by 1.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 189,079 shares of the payment services company’s stock after purchasing an additional 2,305 shares during the period. Fifth Third Bancorp’s holdings in American Express were worth $69,950,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of AXP. Brighton Jones LLC lifted its position in shares of American Express by 24.4% during the 4th quarter. Brighton Jones LLC now owns 6,481 shares of the payment services company’s stock worth $1,924,000 after buying an additional 1,273 shares during the last quarter. Sivia Capital Partners LLC grew its position in American Express by 13.0% in the second quarter. Sivia Capital Partners LLC now owns 1,738 shares of the payment services company’s stock valued at $554,000 after acquiring an additional 200 shares during the last quarter. Schnieders Capital Management LLC. acquired a new position in American Express during the second quarter worth about $428,000. Howland Capital Management LLC lifted its holdings in shares of American Express by 4.2% in the second quarter. Howland Capital Management LLC now owns 2,216 shares of the payment services company’s stock worth $707,000 after acquiring an additional 90 shares during the last quarter. Finally, HUB Investment Partners LLC lifted its holdings in shares of American Express by 19.9% in the second quarter. HUB Investment Partners LLC now owns 2,898 shares of the payment services company’s stock worth $924,000 after acquiring an additional 481 shares during the last quarter. Institutional investors own 84.33% of the company’s stock.

Insider Buying and Selling

In other news, insider Anna Marrs sold 27,425 shares of the firm’s stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $350.01, for a total transaction of $9,599,024.25. Following the completion of the transaction, the insider directly owned 20,394 shares in the company, valued at $7,138,103.94. This trade represents a 57.35% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Denise Pickett sold 23,385 shares of American Express stock in a transaction that occurred on Thursday, February 5th. The stock was sold at an average price of $356.91, for a total value of $8,346,340.35. Following the completion of the transaction, 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 73,944 shares of company stock worth $26,114,366. Corporate insiders own 0.14% of the company’s stock.

Key Stories Impacting American Express

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

• Positive Sentiment: Bank of America raised its price target to $387 and kept a Buy rating, citing healthy Q1 results as support for upside in AXP shares. BofA Securities Lifts PT on American Express (AXP) Stock
• Positive Sentiment: Goldman Sachs recently raised its price target (reported April 28), a sign of bullish analyst momentum behind the stock. American Express (AXP) May Be Stronger Than Many Expected
• Positive Sentiment: American Express rolled out enhanced benefits for its Gold Card (5X points on prepaid hotels, Hertz Five Star status, updated dining credit) as part of its 60th anniversary — a product move aimed at increasing spend and member loyalty. U.S. Consumer American Express® Gold Card Introduces New and Enhanced Benefits…
• Positive Sentiment: Company fundamentals: AXP reported an EPS beat in its latest quarter and set FY2026 EPS guidance in the mid-to-high teens, supporting investor confidence and the recent analyst upgrades. (Company earnings release and guidance drove prior analyst momentum.)
• Neutral Sentiment: Retail and value-oriented investors are discussing bullish theses on AXP (including a r/ValueInvesting summary), increasing attention but not immediately altering fundamentals. Is American Express Company (AXP) A Good Stock To Buy Now?
• Neutral Sentiment: Zacks and other platforms note trending investor interest in AXP, which can amplify moves but is not a fundamental catalyst on its own. Is Trending Stock American Express Company (AXP) a Buy Now?
• Neutral Sentiment: Sector read-through: Mastercard reported strong Q1 results (cross-border volume growth), which supports the payments sector outlook and may lift peers like AXP indirectly. Mastercard Beats Q1 Earnings on Strong Cross-Border Volume Growth
• Negative Sentiment: Technical/valuation caution: AXP trades below its 200‑day moving average and its trailing P/E (~20–21) leaves limited margin for multiple contraction; these factors can act as resistance if growth or margin concerns re-emerge.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on AXP. Royal Bank Of Canada set a $415.00 price target on shares of American Express in a report on Friday, April 10th. JPMorgan Chase & Co. cut their target price on shares of American Express from $375.00 to $325.00 and set a “neutral” rating on the stock in a research report on Thursday, April 9th. The Goldman Sachs Group upped their price target on shares of American Express from $360.00 to $400.00 and gave the stock a “buy” rating in a report on Tuesday. Barclays dropped their price target on American Express from $323.00 to $322.00 and set an “equal weight” rating for the company in a research note on Friday, April 24th. Finally, Bank of America increased their target price on American Express from $381.00 to $387.00 and gave the company a “buy” rating in a research report on Friday, April 24th. Eight investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $357.47.

American Express Price Performance

AXP stock opened at $323.22 on Friday. The company has a market capitalization of $220.54 billion, a P/E ratio of 20.16, a PEG ratio of 1.28 and a beta of 1.13. The company has a fifty day moving average price of $311.71 and a 200-day moving average price of $344.13. The company has a debt-to-equity ratio of 1.73, a quick ratio of 1.56 and a current ratio of 1.57. American Express Company has a 52-week low of $266.52 and a 52-week high of $387.49.

American Express (NYSE:AXP) last issued its quarterly earnings data on Thursday, April 23rd. The payment services company reported $4.28 earnings per share for the quarter, topping the consensus estimate of $4.01 by $0.27. The company had revenue of $14.22 billion for the quarter, compared to analysts’ expectations of $18.60 billion. American Express had a net margin of 15.13% and a return on equity of 33.95%. American Express’s revenue for the quarter was up 11.4% on a year-over-year basis. During the same quarter in the previous year, the firm posted $3.64 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, equities analysts expect that American Express Company will post 17.59 EPS for the current year.

American Express Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 8th. Stockholders 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 a positive change from American Express’s previous quarterly dividend of $0.82. This represents a $3.80 annualized dividend and a dividend yield of 1.2%. American Express’s payout ratio is currently 23.71%.

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.