AustralianSuper Pty Ltd Sells 5,641 Shares of American Express Company $AXP

AustralianSuper Pty Ltd decreased its stake in American Express Company (NYSE:AXP) by 37.1% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 9,560 shares of the payment services company’s stock after selling 5,641 shares during the period. AustralianSuper Pty Ltd’s holdings in American Express were worth $3,175,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Briaud Financial Planning Inc purchased a new position in American Express during the 2nd quarter valued at about $26,000. Access Investment Management LLC purchased a new position in shares of American Express during the second quarter valued at approximately $26,000. Manning & Napier Advisors LLC bought a new position in shares of American Express during the third quarter valued at approximately $27,000. Halbert Hargrove Global Advisors LLC lifted its stake in American Express by 210.7% in the third quarter. Halbert Hargrove Global Advisors LLC now owns 87 shares of the payment services company’s stock worth $29,000 after acquiring an additional 59 shares during the period. Finally, Grey Fox Wealth Advisors LLC bought a new stake in American Express in the third quarter valued at $34,000. 84.33% of the stock is owned by institutional investors.

American Express Price Performance

Shares of NYSE:AXP opened at $352.14 on Friday. The business has a fifty day moving average price of $369.37 and a 200-day moving average price of $343.61. 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 company has a market capitalization of $242.57 billion, a PE ratio of 23.63, a PEG ratio of 1.50 and a beta of 1.15. American Express Company has a 1-year low of $220.43 and a 1-year high of $387.49.

American Express (NYSE:AXP) last announced its quarterly earnings data on Friday, January 30th. The payment services company reported $3.53 EPS for the quarter, missing the consensus estimate of $3.54 by ($0.01). The firm had revenue of ($17,139.00) million for the quarter, compared to analysts’ expectations of $18.91 billion. American Express had a net margin of 14.97% and a return on equity of 33.41%. The business’s revenue for the quarter was up 10.5% compared to the same quarter last year. During the same period last year, the company posted $3.04 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, equities analysts expect that American Express Company will post 15.33 EPS for the current fiscal year.

American Express Dividend Announcement

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

Wall Street Analysts Forecast Growth

Several research firms have recently commented on AXP. Morgan Stanley set a $395.00 target price on shares of American Express in a research report on Tuesday, January 20th. Wolfe Research initiated coverage on American Express in a research report on Monday, December 8th. They issued a “peer perform” rating for the company. JPMorgan Chase & Co. lifted their price target on American Express from $360.00 to $385.00 and gave the company a “neutral” rating in a research report on Monday, January 12th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $425.00 price objective on shares of American Express in a report on Monday, January 12th. Finally, HSBC set a $295.00 target price on shares of American Express and gave the company a “hold” rating in a report on Friday, October 10th. 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 stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $353.95.

More American Express News

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

• Positive Sentiment: Management set FY2026 EPS guidance of $17.30–$17.90 and revenue guidance roughly $78.7B–$79.5B, which sits at/above Street revenue expectations and implies mid‑high single‑digit growth — a key reason investors are focusing on the outlook rather than the quarterly miss.
• Positive Sentiment: Q4 revenue grew ~10% y/y and card‑member spending remained strong, supporting the company’s growth narrative and the confident 2026 outlook. AXP Stock Falls Despite Revenue Beat After Q4 Earnings Report
• Positive Sentiment: Board approved a meaningful dividend increase (reported as ~16%), which is supportive for income‑oriented investors and signals confidence in cash flow. American Express Posts Strong 2025 Results, Raises Dividend
• Neutral Sentiment: Analysts have mixed/timely coverage — some firms reiterate buy ratings citing attractive risk/reward and valuation upside, which could limit downside if results stay in-line with guidance. American Express: Attractive Risk-Reward, Solid Growth Outlook
• Negative Sentiment: Q4 EPS of $3.53 slightly missed consensus (by ~$0.01–$0.04 depending on source), and some headlines emphasize the profit miss as a near‑term catalyst for selling pressure. Scorecard: Grading American Express Q4 Earnings
• Negative Sentiment: Rising customer‑engagement and operating costs were called out on the call and in analyst notes as the main drag on margin expansion, which clouds near‑term EPS trajectory. AXP Q4 Earnings Lag Estimates on Rising Customer Engagement Costs
• Negative Sentiment: Regulatory risk headlines (discussion of a potential credit‑card rate cap) and a strategic shift to higher‑fee premium cards (more marketing to Platinum vs. no‑fee products) create execution and political/regulatory uncertainty that can pressure sentiment. American Express, credit card provider to the wealthy, wants even more high spenders CEO on rate cap

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.