American Express Company $AXP Stake Reduced by OFI Invest Asset Management

OFI Invest Asset Management cut its holdings in American Express Company (NYSE:AXP) by 22.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 133,521 shares of the payment services company’s stock after selling 38,913 shares during the quarter. OFI Invest Asset Management’s holdings in American Express were worth $49,396,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of AXP. Ameriprise Financial Inc. increased its stake in American Express by 27.0% in the 3rd quarter. Ameriprise Financial Inc. now owns 3,970,416 shares of the payment services company’s stock worth $1,310,515,000 after purchasing an additional 845,283 shares in the last quarter. Amundi increased its stake in American Express by 23.9% in the 3rd quarter. Amundi now owns 2,787,580 shares of the payment services company’s stock worth $925,449,000 after purchasing an additional 537,205 shares in the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main increased its stake in 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 worth $1,385,188,000 after purchasing an additional 530,967 shares in the last quarter. Danske Bank A S purchased a new position in American Express in the 3rd quarter worth about $153,292,000. Finally, Capital Wealth Planning LLC increased its stake in American Express by 18.5% in the 3rd quarter. Capital Wealth Planning LLC now owns 2,169,242 shares of the payment services company’s stock worth $720,535,000 after purchasing an additional 337,991 shares in the last quarter. 84.33% of the stock is currently owned by institutional investors.

Key Stories Impacting American Express

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

• Positive Sentiment: Platinum Card refresh appears to be boosting cardholder engagement and spend, supporting revenue growth — a direct positive for loyalty-driven fee and interchange revenue, though Zacks/Market commentary notes cost pressure from richer perks. Is AXP’s Platinum Refresh Delivering Stronger Engagement and Spend?
• Positive Sentiment: Analyst/market write-ups (TipRanks, MarketBeat) argue AXP is building a wider competitive moat and remains attractively positioned after the recent pullback — narrative that can support multiple buy-side interest. American Express (AXP) Continues to Build a Wider Moat than the Market Realizes
• Positive Sentiment: Coverage noting AXP as a value/buy candidate after analyst reiterations — Truist kept a Buy rating while adjusting estimates, keeping institutional support for the stock. Is American Express Company (AXP) a Ridiculously Cheap Stocks to Buy According to Wall Street?
• Neutral Sentiment: New multi‑year partnerships across NFL, dining and lifestyle raise brand/engagement visibility — important for long‑term card economics but benefits are gradual and already priced in by some investors. Assessing American Express (NYSE:AXP) Valuation After New NFL And Dining Partnerships Attract Investor Attention
• Neutral Sentiment: Broader payments sector signals: Visa’s forward P/E compression to ~22x could indicate valuation re-rating across peers — a mixed signal for AXP depending on investor preference for growth vs. safety. Visa Slides to 22X P/E: Opportunity Knocking or False Signal?
• Neutral Sentiment: Media/commentary (e.g., Jim Cramer) continues to spotlight AXP’s brand strength and consumer relevance, which can help sentiment but rarely drives sustained moves alone. Jim Cramer Thinks American Express (AXP) Being Linked To Gasoline Is Interesting
• Negative Sentiment: Barclays has lowered expectations for AXP’s stock price, a direct analyst downgrade that can pressure sentiment and limit near‑term upside. Barclays Has Lowered Expectations for American Express (NYSE:AXP) Stock Price
• Negative Sentiment: Competitive risk: fintech challengers and new entrants like Aspire expanding to the U.S. increase competition for business banking and corporate cards — potential long‑term margin and share pressure. Aspire built a financial stack used by 50,000 firms. Now it’s coming to the U.S. to take on Ramp and Mercury

Insider Buying and Selling

In related news, insider Denise Pickett sold 23,385 shares of the business’s 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 sale, the insider directly owned 7,754 shares in the company, valued at approximately $2,767,480.14. The trade was a 75.10% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Howard Grosfield sold 8,134 shares of the business’s 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 of the company’s stock, valued at approximately $3,270,704.09. This trade represents a 46.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 73,944 shares of company stock valued at $26,114,366 in the last quarter. Company insiders own 0.20% of the company’s stock.

American Express Trading Up 3.1%

Shares of NYSE AXP opened at $316.54 on Thursday. The stock has a market cap of $217.08 billion, a price-to-earnings ratio of 20.57, a PEG ratio of 1.27 and a beta of 1.13. The business has a 50 day simple moving average of $320.50 and a 200 day simple moving average of $345.32. American Express Company has a 52 week low of $226.26 and a 52 week high of $387.49. The company has a debt-to-equity ratio of 1.68, a quick ratio of 1.58 and a current ratio of 1.59.

American Express (NYSE:AXP) last announced its quarterly earnings results on Friday, January 30th. The payment services company reported $3.53 EPS for the quarter, missing the consensus estimate of $3.54 by ($0.01). The firm had revenue of ($17,139.00) million during the quarter, compared to the consensus estimate of $18.91 billion. American Express had a net margin of 15.00% and a return on equity of 33.49%. The company’s quarterly revenue was up 10.5% compared to the same quarter last year. During the same period in the previous year, the firm posted $3.04 EPS. 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 15.33 earnings per share for the current fiscal year.

American Express Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, May 8th. Investors 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 is presently 24.69%.

Analysts Set New Price Targets

AXP has been the topic of a number of analyst reports. Royal Bank Of Canada reissued an “outperform” rating on shares of American Express in a research note on Monday, March 16th. Wells Fargo & Company lifted their price target on American Express from $400.00 to $425.00 and gave the stock an “overweight” rating in a research note on Wednesday, December 17th. UBS Group reissued a “neutral” rating and issued a $395.00 price target on shares of American Express in a research note on Wednesday, February 4th. Weiss Ratings reissued a “buy (b-)” rating on shares of American Express in a research note on Friday, March 27th. Finally, Evercore set a $393.00 price target on American Express in a research note on Tuesday, February 10th. Nine analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $350.86.

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.