Arcadia Investment Management Corp MI Decreases Stake in American Express Company $AXP

Arcadia Investment Management Corp MI decreased its position in American Express Company (NYSE:AXP) by 12.2% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 20,649 shares of the payment services company’s stock after selling 2,860 shares during the period. American Express accounts for 1.2% of Arcadia Investment Management Corp MI’s investment portfolio, making the stock its 25th biggest holding. Arcadia Investment Management Corp MI’s holdings in American Express were worth $7,639,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in AXP. Brighton Jones LLC increased its stake in American Express by 24.4% in the 4th quarter. Brighton Jones LLC now owns 6,481 shares of the payment services company’s stock valued at $1,924,000 after buying an additional 1,273 shares during the last quarter. Sivia Capital Partners LLC increased its stake in American Express by 13.0% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,738 shares of the payment services company’s stock valued at $554,000 after buying an additional 200 shares during the last quarter. Schnieders Capital Management LLC. purchased a new stake in American Express in the 2nd quarter valued at about $428,000. Howland Capital Management LLC increased its stake in American Express by 4.2% in the 2nd quarter. Howland Capital Management LLC now owns 2,216 shares of the payment services company’s stock valued at $707,000 after buying an additional 90 shares during the last quarter. Finally, HUB Investment Partners LLC increased its stake in American Express by 19.9% in the 2nd quarter. HUB Investment Partners LLC now owns 2,898 shares of the payment services company’s stock valued at $924,000 after buying an additional 481 shares during the last quarter. Hedge funds and other institutional investors own 84.33% of the company’s stock.

American Express News Roundup

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

• Positive Sentiment: American Express launched a new business card aimed at niche small and midsize businesses, including interior designers, which suggests continued product expansion and a push to deepen relationships with higher-value commercial customers. American Express Targets Niche SMEs With New Interior Designer Business Card
• Positive Sentiment: American Express cardmembers can now tap and ride on more transit systems across Canada, a small but constructive sign that the company is expanding everyday payment usage and improving card utility. American Express Cardmembers Can Now Tap and Ride on More Transit Systems Across Canada
• Neutral Sentiment: Analyst and conference coverage highlighted American Express at Bernstein’s strategic decisions conference and followed up on its strong first-quarter results, reinforcing the view that fundamentals remain solid even as consumers face pressure. American Express Keeps Buy Rating After Stellar Q1, Despite Clouds Over Consumer Confidence
• Neutral Sentiment: Options-market activity has drawn attention, which can signal expectations for a meaningful move, but the article does not provide a clear fundamental catalyst by itself. Do Options Traders Know Something About American Express Stock We Don’t?
• Neutral Sentiment: Several items were mostly background or general-interest pieces about the company’s history, workforce, or Buffett ownership rather than immediate stock drivers. History of American Express: Company timeline & facts
• Negative Sentiment: There was no major negative company-specific news in the latest set, but broader commentary noted ongoing concerns about consumer confidence, which could temper enthusiasm if spending slows. American Express Keeps Buy Rating After Stellar Q1, Despite Clouds Over Consumer Confidence

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on AXP. Royal Bank Of Canada set a $415.00 price target on shares of American Express in a research note on Friday, April 10th. Barclays decreased their price target 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. BTIG Research restated a “sell” rating and set a $285.00 price target on shares of American Express in a research note on Friday, April 24th. JPMorgan Chase & Co. decreased their price target 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, Freedom Capital upgraded shares of American Express from a “hold” rating to a “strong-buy” rating in a research note on Thursday, May 14th. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $359.05.

American Express Price Performance

Shares of NYSE:AXP opened at $316.55 on Monday. The stock has a market cap of $215.99 billion, a PE ratio of 19.75, a PEG ratio of 1.29 and a beta of 1.06. The company’s fifty day moving average is $312.81 and its 200 day moving average is $338.70. American Express Company has a 52 week low of $286.15 and a 52 week high of $387.49. The company has a quick ratio of 1.56, a current ratio of 1.57 and a debt-to-equity ratio of 1.73.

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

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.