Alphinity Investment Management Pty Ltd Sells 1,069,694 Shares of American Express Company $AXP

Alphinity Investment Management Pty Ltd lessened its stake in American Express Company (NYSE:AXP) by 57.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 787,512 shares of the payment services company’s stock after selling 1,069,694 shares during the period. American Express makes up approximately 2.6% of Alphinity Investment Management Pty Ltd’s holdings, making the stock its 21st largest position. Alphinity Investment Management Pty Ltd’s holdings in American Express were worth $261,580,000 at the end of the most recent reporting period.

A number of other hedge funds have also added to or reduced their stakes in AXP. Brighton Jones LLC grew its holdings in shares of American Express by 24.4% in the fourth quarter. Brighton Jones LLC now owns 6,481 shares of the payment services company’s stock worth $1,924,000 after acquiring an additional 1,273 shares during the period. Sivia Capital Partners LLC boosted its position in American Express by 13.0% in the second quarter. Sivia Capital Partners LLC now owns 1,738 shares of the payment services company’s stock worth $554,000 after purchasing an additional 200 shares during the last quarter. Robertson Stephens Wealth Management LLC boosted its position in American Express by 4.4% in the second quarter. Robertson Stephens Wealth Management LLC now owns 8,772 shares of the payment services company’s stock worth $2,798,000 after purchasing an additional 370 shares during the last quarter. Fourpath Capital Management LLC bought a new stake in shares of American Express during the 2nd quarter valued at about $219,000. Finally, Blue Trust Inc. increased its position in shares of American Express by 5.5% during the 2nd quarter. Blue Trust Inc. now owns 7,736 shares of the payment services company’s stock valued at $2,468,000 after purchasing an additional 402 shares during the last quarter. 84.33% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at American Express

In other news, insider Anna Marrs sold 27,425 shares of American Express stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $350.01, for a total transaction of $9,599,024.25. Following the sale, the insider owned 20,394 shares in the company, valued at $7,138,103.94. This trade represents a 57.35% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, 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 owned 7,754 shares of the company’s stock, valued at approximately $2,767,480.14. This represents a 75.10% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 0.20% of the company’s stock.

American Express Price Performance

NYSE:AXP opened at $359.26 on Friday. The business’s 50-day simple moving average is $368.52 and its two-hundred day simple moving average is $345.42. American Express Company has a 52 week low of $220.43 and a 52 week high of $387.49. The stock has a market cap of $247.48 billion, a PE ratio of 23.34, a P/E/G ratio of 1.52 and a beta of 1.14. The company has a quick ratio of 1.66, a current ratio of 1.68 and a debt-to-equity ratio of 1.68.

American Express (NYSE:AXP) last released its earnings results 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). The business had revenue of ($17,139.00) million for the quarter, compared to analysts’ expectations of $18.91 billion. American Express had a return on equity of 33.49% and a net margin of 15.00%.The business’s revenue for the quarter was up 10.5% compared to the same quarter last year. During the same quarter in the prior year, the business posted $3.04 EPS. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, analysts forecast that American Express Company will post 15.33 EPS for the current fiscal year.

American Express Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, February 10th. Shareholders of record on Friday, January 2nd will be issued a dividend of $0.82 per share. This represents a $3.28 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date of this dividend is Friday, January 2nd. American Express’s dividend payout ratio (DPR) is 21.31%.

Key Stories Impacting American Express

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

• Positive Sentiment: Truist reaffirmed a Buy on AXP, citing the company’s underlying growth despite rising costs after Q4 — this supports upside expectations from analysts who focus on AmEx’s margin and card‑member trends. Truist Maintains Buy Rating on American Express
• Positive Sentiment: AmEx launched a Flexible Payment Option for small businesses (instant line of credit), which can expand payment volume and merchant relationships — a growth catalyst for loan receivables and fees. AmEx Debuts Flexible Payments for Small Businesses
• Positive Sentiment: Analysts and commentators are reassessing AXP’s valuation after double‑digit revenue and earnings growth in the latest quarter and a FY‑2026 EPS guide that implies upside vs. some street estimates. That narrative supports the current uptick. Assessing American Express (AXP) Valuation After Strong Double Digit Revenue And Earnings Growth
• Neutral Sentiment: Multiple news services report that brokerages’ consensus rating is Hold, reflecting mixed views — steady fundamentals but limited near‑term upside per some firms. American Express Company (NYSE:AXP) Receives Consensus Rating of “Hold” from Brokerages
• Neutral Sentiment: Robert W. Baird and other outlets reiterate cautious/hold stances; analysts remain broadly optimistic on long‑term cash flows but cautious on near‑term multiples. Robert W. Baird Keeps Their Hold Rating on American Express (AXP)
• Neutral Sentiment: Market commentary and comparisons (e.g., GBOOY vs AXP) keep AXP on investors’ radar for relative value, but don’t shift consensus decisively. GBOOY or AXP: Which Is the Better Value Stock Right Now?
• Negative Sentiment: A Fool.com piece questions whether AXP is a buy given recent underperformance versus the broader market, a narrative that can cap enthusiasm and limit multiple expansion. Is American Express a Buy, Sell, or Hold in 2026?

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on AXP shares. Evercore set a $400.00 price objective on shares of American Express in a report on Tuesday, January 6th. Wells Fargo & Company increased their price target on shares of American Express from $400.00 to $425.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 17th. TD Cowen reiterated a “hold” rating on shares of American Express in a research note on Thursday, January 8th. Royal Bank Of Canada reissued an “outperform” rating and set a $425.00 price objective on shares of American Express in a research report on Monday, January 12th. Finally, Credit Suisse Group set a $328.00 target price on American Express in a report on Monday, January 12th. 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, the company presently has a consensus rating of “Hold” and a consensus target price of $353.05.

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.