London & Capital Asset Management Ltd Raises Holdings in American Express Company $AXP

London & Capital Asset Management Ltd boosted its position in American Express Company (NYSE:AXP) by 5.2% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 113,538 shares of the payment services company’s stock after purchasing an additional 5,619 shares during the quarter. American Express comprises approximately 2.7% of London & Capital Asset Management Ltd’s investment portfolio, making the stock its 18th largest position. London & Capital Asset Management Ltd’s holdings in American Express were worth $37,713,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Accent Capital Management LLC grew its holdings in shares of American Express by 1.9% during the third quarter. Accent Capital Management LLC now owns 8,194 shares of the payment services company’s stock worth $2,722,000 after buying an additional 150 shares in the last quarter. Arete Wealth Advisors LLC boosted its position in American Express by 57.8% during the third quarter. Arete Wealth Advisors LLC now owns 13,788 shares of the payment services company’s stock worth $4,580,000 after acquiring an additional 5,053 shares during the last quarter. Patrick M Sweeney & Associates Inc. grew its stake in American Express by 7.9% during the 3rd quarter. Patrick M Sweeney & Associates Inc. now owns 1,339 shares of the payment services company’s stock valued at $445,000 after acquiring an additional 98 shares in the last quarter. Strategies Wealth Advisors LLC raised its holdings in American Express by 10.6% in the 3rd quarter. Strategies Wealth Advisors LLC now owns 2,264 shares of the payment services company’s stock valued at $752,000 after acquiring an additional 217 shares during the last quarter. Finally, Foyston Gordon & Payne Inc lifted its stake in American Express by 1.6% in the 3rd quarter. Foyston Gordon & Payne Inc now owns 55,516 shares of the payment services company’s stock worth $18,440,000 after purchasing an additional 848 shares in the last quarter. Institutional investors and hedge funds own 84.33% of the company’s stock.

Trending Headlines about American Express

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

• Positive Sentiment: Large corporate real-estate move could be seen as a long-term vote of confidence in the business and NYC hub status; American Express will relocate its global HQ to 2 World Trade Center, a project that supports the firm’s long-term footprint and corporate visibility. American Express to move into new headquarters in final World Trade Center building
• Neutral Sentiment: Earlier session headlines and analyst coverage noted a rebound in AXP tied to macro / AI commentary (Nvidia CEO remarks) and mentions in listicles, but these items appear to have had only temporary upside ahead of today’s sell-off. Why the Market Dipped But American Express (AXP) Gained Today
• Negative Sentiment: Headline focus on AI-driven workforce cuts prompted fresh investor concern and selling pressure, cited in market commentary as a near-term catalyst for the drop. Is It Time to Sell American Express Stock?
• Negative Sentiment: Unusual options activity: buyers bought ~21,709 put contracts (≈31% above average), indicating elevated short-term bearish bets and hedging demand that can amplify downside. (No direct article link provided.)
• Negative Sentiment: Short interest rose ~20% in February to ~8.6M shares, increasing the proportion of shares sold short and adding downward pressure risk if sentiment worsens. (Data summary provided in market feeds.)
• Negative Sentiment: Opinion / analysis pieces are flagging AXP’s YTD pullback (roughly mid-February-to-date slump and discussion of whether the fall is a buying opportunity or structural warning), which can drive momentum-based selling. American Express Has Slumped: Is It a Bargain or a Red Flag?

Insider Activity at American Express

In other American Express news, insider Denise Pickett sold 23,385 shares of the company’s stock in a transaction on Thursday, February 5th. The stock was 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 in the company, valued at $2,767,480.14. This represents a 75.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Ravikumar Radhakrishnan sold 15,000 shares of the firm’s stock in a transaction 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 transaction, the insider owned 8,945 shares of the company’s stock, valued at approximately $3,189,608.10. This represents a 62.64% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 73,944 shares of company stock valued at $26,114,366. 0.20% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on AXP. JPMorgan Chase & Co. dropped their price target on American Express from $385.00 to $375.00 and set a “neutral” rating for the company in a research report on Monday, February 2nd. Truist Financial lowered their price objective on American Express from $420.00 to $400.00 and set a “buy” rating on the stock in a research note on Monday, February 2nd. TD Cowen reaffirmed a “hold” rating on shares of American Express in a research note on Thursday, January 8th. Evercore set a $393.00 price target on American Express in a report on Tuesday, February 10th. Finally, Barclays upped their price objective on shares of American Express from $355.00 to $367.00 and gave the company an “equal weight” rating in a report on Tuesday, January 6th. Nine analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, American Express presently has an average rating of “Hold” and an average price target of $352.73.

American Express Stock Performance

Shares of American Express stock opened at $307.93 on Monday. The firm has a market cap of $211.43 billion, a PE ratio of 20.01, a price-to-earnings-growth ratio of 1.31 and a beta of 1.15. The company has a quick ratio of 1.58, a current ratio of 1.59 and a debt-to-equity ratio of 1.68. American Express Company has a 52 week low of $220.43 and a 52 week high of $387.49. The business’s fifty day simple moving average is $358.41 and its 200-day simple moving average is $349.62.

American Express (NYSE:AXP) last issued its quarterly earnings data on Friday, January 30th. The payment services company reported $3.53 earnings per share (EPS) 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 analysts’ expectations of $18.91 billion. During the same quarter last year, the firm posted $3.04 earnings per share. The firm’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. Equities analysts forecast that American Express Company will post 15.33 earnings per share for the current year.

American Express Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, February 10th. Stockholders of record on Friday, January 2nd were issued a $0.82 dividend. This represents a $3.28 annualized dividend and a dividend yield of 1.1%. The ex-dividend date was Friday, January 2nd. American Express’s dividend payout ratio is currently 21.31%.

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.