Focused Investors LLC Has $148.18 Million Position in American Express Company $AXP

Focused Investors LLC grew its holdings in shares of American Express Company (NYSE:AXP) by 4.3% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 446,100 shares of the payment services company’s stock after purchasing an additional 18,400 shares during the period. American Express accounts for 4.5% of Focused Investors LLC’s portfolio, making the stock its 10th biggest position. Focused Investors LLC owned approximately 0.06% of American Express worth $148,177,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of AXP. Manning & Napier Advisors LLC bought a new position in American Express in the third quarter worth about $27,000. Access Investment Management LLC bought a new position in shares of American Express during the second quarter valued at approximately $26,000. Briaud Financial Planning Inc acquired a new stake in shares of American Express during the 2nd quarter worth approximately $26,000. Halbert Hargrove Global Advisors LLC lifted its holdings in shares of American Express by 210.7% in the 3rd quarter. Halbert Hargrove Global Advisors LLC now owns 87 shares of the payment services company’s stock worth $29,000 after purchasing an additional 59 shares during the last quarter. Finally, Chung Wu Investment Group LLC acquired a new position in American Express during the 2nd quarter valued at approximately $37,000. 84.33% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

AXP has been the topic of several analyst reports. Compass Point reaffirmed a “neutral” rating and issued a $324.00 target price on shares of American Express in a research report on Monday, October 20th. JPMorgan Chase & Co. upped their price target on shares of American Express from $360.00 to $385.00 and gave the stock a “neutral” rating in a research report on Monday. UBS Group set a $385.00 price objective on shares of American Express in a report on Monday. Wolfe Research assumed coverage on shares of American Express in a research report on Monday, December 8th. They issued a “peer perform” rating on the stock. Finally, HSBC set a $295.00 target price on shares of American Express and gave the stock a “hold” rating in a research report on Friday, October 10th. Nine research analysts have rated the stock with a Buy rating, seventeen have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, American Express presently has a consensus rating of “Hold” and an average target price of $352.82.

Insider Transactions at American Express

In related news, insider Douglas Tabish sold 2,515 shares of American Express stock in a transaction dated Thursday, October 23rd. The stock was sold at an average price of $355.61, for a total transaction of $894,359.15. Following the transaction, the insider directly owned 2,515 shares of the company’s stock, valued at $894,359.15. The trade was a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, 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 transaction of $18,010,500.00. Following the completion of the sale, the chief marketing officer directly owned 85,577 shares of the company’s stock, valued at $30,825,691.17. The trade was a 36.88% 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 valued at $20,658,509. Corporate insiders own 0.20% of the company’s stock.

American Express Stock Performance

Shares of AXP opened at $357.41 on Friday. The firm has a market capitalization of $246.20 billion, a PE ratio of 23.99, a P/E/G ratio of 1.50 and a beta of 1.15. The company has a quick ratio of 1.59, a current ratio of 1.61 and a debt-to-equity ratio of 1.78. The firm has a 50-day moving average price of $368.63 and a 200 day moving average price of $340.74. American Express Company has a 52-week low of $220.43 and a 52-week high of $387.49.

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

American Express Announces Dividend

The company 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. The ex-dividend date is Friday, January 2nd. This represents a $3.28 annualized dividend and a dividend yield of 0.9%. American Express’s dividend payout ratio (DPR) is 22.01%.

Key American Express News

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

• Positive Sentiment: American Express reported stable card lending and credit metrics for the quarter-to-date, signaling no immediate deterioration in credit performance. American Express Reports Stable Card Lending and Credit Metrics
• Positive Sentiment: Some sell-offs have attracted bullish commentary: JPMorgan analysts forecast strong price appreciation for AXP, reflecting confidence in the company’s earnings power if regulatory risks subside. JPMorgan Chase & Co. Forecasts Strong Price Appreciation for American Express
• Positive Sentiment: Several retail-focused pieces argue the AXP pullback could be a buying opportunity for long-term investors, framing the drop as policy-driven rather than company-specific. American Express Stock Dips. Time to Buy?
• Neutral Sentiment: Industry roundups and peer comparisons (Q3 reviews, valuation write‑ups) put AXP’s fundamentals in context but don’t change the near-term narrative driven by policy risk. Credit Card Stocks Q3 In Review: American Express Vs Peers
• Neutral Sentiment: Valuation comparisons (e.g., AXP vs. other financial/misc services names) offer perspective for value investors but are secondary to policy and macro developments. BUR vs. AXP: Which Stock Should Value Investors Buy Now?
• Negative Sentiment: President Trump’s proposed 10% cap on credit-card interest rates has been widely reported and directly pressured AXP and peers, creating risk of revenue compression or business-model changes if enacted. Trump’s 10% Credit Card Cap Plan Hit AmEx Stock Hard
• Negative Sentiment: Banking leaders and commentators are publicly opposing the cap, warning it could force account closures or reduce lending—heightening the chance of political and legal battles that add near-term uncertainty. Wall Street bankers hope to fend off Trump’s demands for credit card rate cap
• Negative Sentiment: Multiple outlets quote CEOs and bank execs saying a 10% cap would harm lending and consumers, reinforcing market concerns that regulatory action could materially reduce card yields and fees. Wall Street Vs. White House: CEOs Warn Trump’s 10% Credit Card Rate Cap Would Freeze Lending

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.