American Express Company $AXP Shares Acquired by Canada Post Corp Registered Pension Plan

Canada Post Corp Registered Pension Plan boosted its stake in American Express Company (NYSE:AXP) by 84.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 19,102 shares of the payment services company’s stock after purchasing an additional 8,721 shares during the period. Canada Post Corp Registered Pension Plan’s holdings in American Express were worth $6,539,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the company. Brighton Jones LLC boosted its position in American Express by 24.4% in the 4th quarter. Brighton Jones LLC now owns 6,481 shares of the payment services company’s stock valued at $1,924,000 after buying an additional 1,273 shares during the last quarter. Sivia Capital Partners LLC lifted its stake in shares of 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 worth $554,000 after acquiring an additional 200 shares in the last quarter. Valmark Advisers Inc. boosted its holdings in American Express by 8.5% in the second quarter. Valmark Advisers Inc. now owns 1,598 shares of the payment services company’s stock valued at $510,000 after purchasing an additional 125 shares during the last quarter. Optas LLC grew its stake in American Express by 2.8% during the 2nd quarter. Optas LLC now owns 1,429 shares of the payment services company’s stock valued at $456,000 after purchasing an additional 39 shares in the last quarter. Finally, Callan Family Office LLC increased its holdings in American Express by 86.1% during the 2nd quarter. Callan Family Office LLC now owns 23,434 shares of the payment services company’s stock worth $7,475,000 after purchasing an additional 10,842 shares during the last quarter. 84.33% of the stock is owned by institutional investors and hedge funds.

More American Express News

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

• Positive Sentiment: Truist reaffirmed a Buy on AXP, citing the company’s underlying growth despite rising costs after Q4 — this supports upside expectations from analysts who focus on AmEx’s margin and card‑member trends. Truist Maintains Buy Rating on American Express
• Positive Sentiment: AmEx launched a Flexible Payment Option for small businesses (instant line of credit), which can expand payment volume and merchant relationships — a growth catalyst for loan receivables and fees. AmEx Debuts Flexible Payments for Small Businesses
• Positive Sentiment: Analysts and commentators are reassessing AXP’s valuation after double‑digit revenue and earnings growth in the latest quarter and a FY‑2026 EPS guide that implies upside vs. some street estimates. That narrative supports the current uptick. Assessing American Express (AXP) Valuation After Strong Double Digit Revenue And Earnings Growth
• Neutral Sentiment: Multiple news services report that brokerages’ consensus rating is Hold, reflecting mixed views — steady fundamentals but limited near‑term upside per some firms. American Express Company (NYSE:AXP) Receives Consensus Rating of “Hold” from Brokerages
• Neutral Sentiment: Robert W. Baird and other outlets reiterate cautious/hold stances; analysts remain broadly optimistic on long‑term cash flows but cautious on near‑term multiples. Robert W. Baird Keeps Their Hold Rating on American Express (AXP)
• Neutral Sentiment: Market commentary and comparisons (e.g., GBOOY vs AXP) keep AXP on investors’ radar for relative value, but don’t shift consensus decisively. GBOOY or AXP: Which Is the Better Value Stock Right Now?
• Negative Sentiment: A Fool.com piece questions whether AXP is a buy given recent underperformance versus the broader market, a narrative that can cap enthusiasm and limit multiple expansion. Is American Express a Buy, Sell, or Hold in 2026?

Insider Activity at American Express

In other American Express news, insider Anna Marrs sold 27,425 shares of the firm’s stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $350.01, for a total value of $9,599,024.25. Following the sale, the insider directly owned 20,394 shares in the company, valued at approximately $7,138,103.94. This trade represents a 57.35% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Denise Pickett sold 23,385 shares of the business’s stock in a transaction on Thursday, February 5th. The shares were sold at an average price of $356.91, for a total transaction of $8,346,340.35. Following the transaction, the insider directly owned 7,754 shares of the company’s stock, valued at approximately $2,767,480.14. This trade represents a 75.10% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.20% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have recently commented on AXP. DZ Bank upgraded American Express from a “sell” rating to a “hold” rating and set a $340.00 target price for the company in a research note on Tuesday, October 21st. Wells Fargo & Company increased their price objective on shares of American Express from $400.00 to $425.00 and gave the company an “overweight” rating in a research note on Wednesday, December 17th. Truist Financial decreased their price objective on shares of American Express from $420.00 to $400.00 and set a “buy” rating for the company in a report on Monday, February 2nd. TD Cowen restated a “hold” rating on shares of American Express in a research note on Thursday, January 8th. Finally, Wall Street Zen downgraded American Express from a “buy” rating to a “hold” rating in a research note on Sunday, November 9th. Nine analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $353.05.

American Express Trading Up 1.3%

American Express stock opened at $359.26 on Friday. American Express Company has a 1 year low of $220.43 and a 1 year high of $387.49. The firm’s 50-day moving average is $368.52 and its 200-day moving average is $345.13. The company has a debt-to-equity ratio of 1.68, a quick ratio of 1.66 and a current ratio of 1.68. The company has a market cap of $247.48 billion, a P/E ratio of 23.34, a PEG ratio of 1.50 and a beta of 1.14.

American Express (NYSE:AXP) last announced its quarterly earnings data on Friday, January 30th. The payment services company reported $3.53 earnings per share 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 business had revenue of ($17,139.00) million for the quarter, compared to the consensus estimate of $18.91 billion. During the same period in the prior year, the company earned $3.04 EPS. American Express’s quarterly revenue was up 10.5% on a year-over-year basis. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. On average, equities analysts expect that American Express Company will post 15.33 earnings per share for the current year.

American Express Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, February 10th. Stockholders of record on Friday, January 2nd will be given a dividend of $0.82 per share. This represents a $3.28 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Friday, January 2nd. American Express’s dividend payout ratio is presently 21.31%.

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.