American Express Company $AXP Shares Sold by Coleford Investment Management Ltd.

Coleford Investment Management Ltd. lowered its position in American Express Company (NYSE:AXP) by 2.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 87,792 shares of the payment services company’s stock after selling 2,105 shares during the quarter. American Express makes up about 7.9% of Coleford Investment Management Ltd.’s investment portfolio, making the stock its 5th largest holding. Coleford Investment Management Ltd.’s holdings in American Express were worth $32,479,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in the company. Trajan Wealth LLC lifted its stake in shares of American Express by 30.9% during the 3rd quarter. Trajan Wealth LLC now owns 24,901 shares of the payment services company’s stock worth $8,271,000 after buying an additional 5,881 shares during the last quarter. Hillsdale Investment Management Inc. lifted its stake in shares of American Express by 218.7% during the 3rd quarter. Hillsdale Investment Management Inc. now owns 8,540 shares of the payment services company’s stock worth $2,837,000 after buying an additional 5,860 shares during the last quarter. Sumitomo Mitsui Financial Group Inc. lifted its stake in shares of American Express by 11.7% during the 3rd quarter. Sumitomo Mitsui Financial Group Inc. now owns 82,863 shares of the payment services company’s stock worth $27,524,000 after buying an additional 8,651 shares during the last quarter. Parr Mcknight Wealth Management Group LLC lifted its stake in shares of American Express by 1,243.9% during the 3rd quarter. Parr Mcknight Wealth Management Group LLC now owns 13,775 shares of the payment services company’s stock worth $4,576,000 after buying an additional 12,750 shares during the last quarter. Finally, Hudson Bay Capital Management LP lifted its stake in shares of American Express by 159.5% during the 3rd quarter. Hudson Bay Capital Management LP now owns 31,611 shares of the payment services company’s stock worth $10,500,000 after buying an additional 19,429 shares during the last quarter. Institutional investors and hedge funds own 84.33% of the company’s stock.

Key American Express News

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

• Positive Sentiment: American Express management said card fee revenue is expected to accelerate in the second half of 2026, signaling stronger recurring revenue and better earnings visibility. American Express CFO sees card fee revenue picking up for remainder of 2026
• Positive Sentiment: Delta’s new SkyMiles card perks may support American Express’s co-branded card ecosystem by improving cardholder value, loyalty, and spending on AmEx-linked travel products. Delta Unveils New SkyMiles Card Perks to Boost Traveler Value
• Positive Sentiment: Recent commentary on American Express’s premium brand and appeal to millennials and Gen Z reinforces the company’s pricing power and long-term customer retention strategy. The American Express CEO defied haters who said he’d never have the top job—winning with millennials and Gen Z and trouncing the competition
• Neutral Sentiment: Several articles this week were conference transcripts or valuation/earnings roundups, which add context but do not appear to introduce a major new catalyst for the stock. American Express Company (AXP) Presents at Morgan Stanley US Financials Conference 2026 Transcript
• Neutral Sentiment: Analyst and valuation pieces suggest investors are still reassessing American Express after a recent pullback, but they do not point to a clear negative shock. A Look At American Express (AXP) Valuation After Recent Share Price Pullback And Mixed Returns

American Express Trading Up 2.1%

Shares of American Express stock opened at $318.81 on Wednesday. The firm has a market capitalization of $217.53 billion, a PE ratio of 19.89, a price-to-earnings-growth ratio of 1.27 and a beta of 1.06. The company has a current ratio of 1.57, a quick ratio of 1.56 and a debt-to-equity ratio of 1.73. The firm’s 50 day moving average is $314.70 and its 200 day moving average is $336.51. American Express Company has a 1 year low of $286.15 and a 1 year high of $387.49.

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

American Express Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, August 10th. Investors of record on Thursday, July 2nd will be given a dividend of $0.95 per share. The ex-dividend date is Thursday, July 2nd. This represents a $3.80 annualized dividend and a yield of 1.2%. American Express’s dividend payout ratio (DPR) is currently 23.71%.

Wall Street Analysts Forecast Growth

AXP has been the subject of a number of research reports. Barclays cut their target price on shares of 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. Bank of America lifted their price objective on shares of American Express from $381.00 to $387.00 and gave the stock a “buy” rating in a research note on Friday, April 24th. Truist Financial dropped their price objective on shares of American Express from $400.00 to $360.00 and set a “buy” rating for the company in a research note on Monday, March 23rd. JPMorgan Chase & Co. dropped their price objective on shares of American Express from $375.00 to $325.00 and set a “neutral” rating for the company in a research note on Thursday, April 9th. Finally, BTIG Research reiterated a “sell” rating and issued a $285.00 price objective on shares of American Express in a research note on Friday, April 24th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, American Express presently has an average rating of “Hold” and an average price target of $359.05.

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.