ORG Wealth Partners LLC Has $819,000 Stock Holdings in American Express Company $AXP

ORG Wealth Partners LLC increased its stake in shares of American Express Company (NYSE:AXP) by 134.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,464 shares of the payment services company’s stock after buying an additional 1,412 shares during the period. ORG Wealth Partners LLC’s holdings in American Express were worth $819,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in the stock. Vanguard Group Inc. increased 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 valued at $14,808,730,000 after buying an additional 581,369 shares in the last quarter. Geode Capital Management LLC increased its holdings in shares of 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 worth $4,282,984,000 after acquiring an additional 1,349,746 shares in the last quarter. Norges Bank acquired a new stake in shares of American Express during the second quarter worth about $1,897,335,000. Artisan Partners Limited Partnership lifted its holdings in shares of American Express by 3.0% during the 2nd 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 purchasing an additional 133,439 shares in the last quarter. Finally, DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main grew its position 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 purchasing an additional 530,967 shares during the period. Institutional investors own 84.33% of the company’s stock.

American Express Stock Down 1.9%

American Express stock opened at $375.79 on Friday. American Express Company has a fifty-two week low of $220.43 and a fifty-two week high of $387.49. 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 firm has a market capitalization of $258.86 billion, a PE ratio of 25.22, a P/E/G ratio of 1.60 and a beta of 1.15. The company’s 50-day moving average is $369.05 and its 200-day moving average is $339.45.

American Express (NYSE:AXP) last released its quarterly earnings data on Friday, January 30th. The payment services company reported ($11.85) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $3.56 by ($15.41). The business had revenue of ($17,139.00) million during the quarter, compared to analyst estimates of $18.91 billion. American Express had a net margin of 14.97% and a return on equity of 33.41%. Sell-side analysts anticipate that American Express Company will post 15.33 earnings per share for the current year.

American Express Announces Dividend

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

More American Express News

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

• Positive Sentiment: American Express confirmed management will participate in the UBS Financial Services Conference on Feb. 10 — gives investors direct access to management for questions on margins, lending trends and guidance. American Express to Participate in UBS Financial Services Conference
• Positive Sentiment: TD Cowen raised its price target to $375 (maintaining a Hold), a modest vote of confidence that suggests limited near-term downside from their view. Benzinga
• Positive Sentiment: Analysis pieces highlight product momentum and strength with younger premium cardholders, which supports the longer-term card-spend and customer-retention bull case for AXP. Does AXP’s Younger Premium Cardholders and Product Momentum Change The Bull Case For American Express?
• Neutral Sentiment: Coverage and analyst views remain mixed — some outlets list American Express among names with divergent analyst opinions, reflecting varied views on growth vs. credit/lending risks. Analysts’ Opinions Are Mixed on These Financial Stocks
• Neutral Sentiment: Benzinga and other aggregator pieces compile multiple analyst viewpoints (9 experts) — useful for context but not a single clear catalyst. The Analyst Verdict: American Express In The Eyes Of 9 Experts
• Neutral Sentiment: Broader market narratives (e.g., lists of largest stable holdings after Berkshire’s leadership change) may affect investor appetite for big-cap financials, but impacts on AXP are indirect and uncertain. 74% of the $317B Portfolio … 8 Unstoppable Stocks
• Negative Sentiment: President Trump called for a one-year 10% cap on credit-card interest rates starting Jan. 20 — he provided no implementation details, but the proposal elevates regulatory and political risk for card issuers and is cited by the market as a key reason for selling in AXP today. Trump calls for a one-year 10% cap on credit card interest in a Truth Social post Trump calls one year cap on credit card interest rates at 10%

Insider Activity at American Express

In related news, CMO Elizabeth Rutledge sold 50,000 shares of the company’s stock in a transaction dated Friday, October 31st. The shares were sold at an average price of $360.21, for a total value of $18,010,500.00. Following the transaction, the chief marketing officer owned 85,577 shares in the company, valued at approximately $30,825,691.17. This represents a 36.88% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Douglas Tabish sold 2,515 shares of the firm’s stock in a transaction that occurred on Thursday, October 23rd. The stock was 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 of the company’s stock, valued at $894,359.15. This trade represents a 50.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 57,515 shares of company stock worth $20,658,509. Insiders own 0.20% of the company’s stock.

Analysts Set New Price Targets

AXP has been the topic of a number of research reports. UBS Group lifted their price target on shares of American Express from $330.00 to $340.00 and gave the company a “neutral” rating in a research note on Tuesday, October 7th. Truist Financial upped their target price on shares of American Express from $395.00 to $420.00 and gave the stock a “buy” rating in a research note on Monday, December 22nd. Keefe, Bruyette & Woods lifted their price target on American Express from $371.00 to $394.00 and gave the company an “outperform” rating in a research note on Wednesday, October 1st. HSBC set a $295.00 price objective on American Express and gave the stock a “hold” rating in a research report on Friday, October 10th. Finally, JPMorgan Chase & Co. boosted their target price on American Express from $343.00 to $355.00 and gave the company a “neutral” rating in a research note on Tuesday, October 7th. Nine analysts have rated the stock with a Buy rating, seventeen have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, American Express currently has a consensus rating of “Hold” and an average price target of $343.95.

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.