Nordea Investment Management AB Increases Stock Position in American Express Company $AXP

Nordea Investment Management AB boosted its holdings in shares of American Express Company (NYSE:AXP) by 2.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,329,851 shares of the payment services company’s stock after buying an additional 62,474 shares during the quarter. American Express makes up approximately 0.7% of Nordea Investment Management AB’s investment portfolio, making the stock its 27th biggest holding. Nordea Investment Management AB owned about 0.34% of American Express worth $778,380,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of AXP. Vanguard Group Inc. raised its position in shares of American Express by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 46,425,262 shares of the payment services company’s stock worth $14,808,730,000 after acquiring an additional 581,369 shares in the last quarter. Geode Capital Management LLC grew its stake in American Express by 11.1% in the second quarter. Geode Capital Management LLC now owns 13,487,316 shares of the payment services company’s stock valued at $4,282,984,000 after purchasing an additional 1,349,746 shares during the last quarter. Norges Bank bought a new position in American Express in the second quarter worth about $1,897,335,000. Artisan Partners Limited Partnership lifted its position in shares of American Express by 3.0% during the second quarter. Artisan Partners Limited Partnership now owns 4,620,873 shares of the payment services company’s stock valued at $1,473,966,000 after buying an additional 133,439 shares during the last quarter. Finally, DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main boosted its holdings 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 valued at $1,385,188,000 after buying an additional 530,967 shares in the last quarter. Hedge funds and other institutional investors own 84.33% of the company’s stock.

Analyst Upgrades and Downgrades

AXP has been the subject of a number of analyst reports. TD Cowen increased their target price on shares of American Express from $350.00 to $375.00 and gave the company a “hold” rating in a research report on Thursday, January 8th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $420.00 target price on shares of American Express in a research report on Tuesday, January 6th. Barclays raised their price target on American Express from $355.00 to $367.00 and gave the stock an “equal weight” rating in a report on Tuesday, January 6th. UBS Group set a $385.00 price objective on shares of American Express in a report on Monday. Finally, Wall Street Zen cut shares of American Express from a “buy” rating to a “hold” rating in a research note on Sunday, November 9th. Nine investment analysts have rated the stock with a Buy rating, seventeen have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $352.82.

Key Stories Impacting American Express

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

• Positive Sentiment: Analysis argues American Express is well‑positioned to weather a rate cap because of its affluent card base, fee income and network advantages. American Express stock well-positioned to weather Trump’s credit card cap
• Positive Sentiment: Article argues a 10% cap “won’t break anything,” highlighting that regulatory, legal and political obstacles make a dramatic earnings hit unlikely. Trump, Interest Rates, And American Express: A 10% Cap Won’t Break Anything
• Positive Sentiment: Jefferies/MarketWatch coverage urges investors not to panic, noting the proposal faces low odds of becoming law and analysts expect limited long‑term impact. Why investors shouldn’t panic yet about Trump’s credit-card rate-cap proposal
• Positive Sentiment: JPMorgan raised its price target on AXP from $360 to $385 (rating: Neutral), giving some support by implying upside from current levels. Benzinga (JPMorgan price target)
• Neutral Sentiment: Broad media and TV coverage is focusing on the story; Bloomberg noted markets rallied broadly while credit‑card names lagged — coverage amplifies volatility but doesn’t change fundamentals. Stocks Rise as Credit Card Shares Slip on Trump Rate Cap Talk | The Close 1/12/2026
• Neutral Sentiment: Commentators including Jim Cramer and other TV guests call the plan “over the top” and say markets may be overreacting — supportive for a corrective rebound if political reality sets in. Wall Street doesn’t care about Trump’s credit card plan, ‘it is too over the top’, says Jim Cramer
• Negative Sentiment: Seeking Alpha reports downgrades and analyst concern after the floated cap, which can pressure investor sentiment and trigger sell orders. American Express Downgraded As Trump Floats Credit Card Rate Cap
• Negative Sentiment: Major outlets (Barron’s) and pre‑market coverage highlighted steep drops for AXP and peers on the news, amplifying intra‑day selling pressure. Citi, JPMorgan, American Express Stocks Drop. Trump’s Credit Card Plan Sparks Panic.
• Negative Sentiment: Market summaries and trade recaps (Zacks, TalkMarkets) note AXP shares fell sharply on the story — short‑term downside driven by sentiment and liquidity rather than new company‑specific data. American Express (AXP) Stock Drops Despite Market Gains: Important Facts to Note
• Negative Sentiment: Underlying trigger: Trump’s one‑year 10% cap proposal itself is the proximate cause of the move; implementation details are unclear but market reaction reflects potential revenue and margin risk. Trump Suggests One-Year 10% Cap on Credit Card Interest Rates

American Express Stock Down 4.3%

NYSE:AXP opened at $359.43 on Tuesday. The company has a debt-to-equity ratio of 1.78, a current ratio of 1.61 and a quick ratio of 1.59. The company’s fifty day moving average price is $369.01 and its 200-day moving average price is $340.22. American Express Company has a 1-year low of $220.43 and a 1-year high of $387.49. The firm has a market capitalization of $247.59 billion, a P/E ratio of 24.12, a PEG ratio of 1.57 and a beta of 1.15.

American Express (NYSE:AXP) last posted its quarterly earnings results on Friday, January 30th. The payment services company reported ($11.85) EPS for the quarter, missing the consensus estimate of $3.56 by ($15.41). The business had revenue of ($17,139.00) million during the quarter, compared to analysts’ expectations of $18.91 billion. American Express had a net margin of 14.97% and a return on equity of 33.41%. As a group, equities research analysts anticipate that American Express Company will post 15.33 EPS for the current year.

American Express Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, February 10th. Investors of record on Friday, January 2nd will be given a dividend of $0.82 per share. This represents a $3.28 annualized dividend and a yield of 0.9%. The ex-dividend date is Friday, January 2nd. American Express’s dividend payout ratio (DPR) is currently 22.01%.

Insider Activity at American Express

In related news, insider Denise Pickett sold 5,000 shares of the business’s stock in a transaction on Wednesday, October 22nd. The shares were sold at an average price of $350.73, for a total value of $1,753,650.00. Following the completion of the transaction, the insider directly owned 7,726 shares in the company, valued at $2,709,739.98. The trade was a 39.29% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Douglas Tabish sold 2,515 shares of the firm’s stock in a transaction on Thursday, October 23rd. The shares were sold at an average price of $355.61, for a total transaction of $894,359.15. Following the sale, the insider owned 2,515 shares in the company, valued at approximately $894,359.15. This represents a 50.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 57,515 shares of company stock worth $20,658,509. 0.20% of the stock is owned by corporate insiders.

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.