Mitsubishi UFJ Asset Management Co. Ltd. Purchases 24,829 Shares of American Express Company $AXP

Mitsubishi UFJ Asset Management Co. Ltd. boosted its holdings in shares of American Express Company (NYSE:AXP) by 1.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,502,159 shares of the payment services company’s stock after purchasing an additional 24,829 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in American Express were worth $498,957,000 at the end of the most recent quarter.

Other institutional investors also recently added to or reduced their stakes in the company. Brighton Jones LLC grew its stake 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 last quarter. Sivia Capital Partners LLC grew its position 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 worth $554,000 after purchasing an additional 200 shares during the last quarter. Schnieders Capital Management LLC. bought a new position in shares of American Express during the 2nd quarter worth about $428,000. Bessemer Group Inc. raised its position in shares of American Express by 19.1% during the second quarter. Bessemer Group Inc. now owns 32,160 shares of the payment services company’s stock valued at $10,258,000 after buying an additional 5,158 shares during the last quarter. Finally, Rossby Financial LCC lifted its stake in shares of American Express by 57.5% in the second quarter. Rossby Financial LCC now owns 274 shares of the payment services company’s stock valued at $87,000 after buying an additional 100 shares during the period. 84.33% of the stock is owned by institutional investors.

Key Stories Impacting American Express

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

• Positive Sentiment: American Express announced plans to build a new state-of-the-art global headquarters at 2 World Trade Center; the company will be sole owner and occupant and plans completion by 2031 — a signalling move of long-term commitment to New York, which can support brand, recruiting and collaboration benefits. American Express to Build New State-of-the-Art Global Headquarters at 2 World Trade Center
• Positive Sentiment: AXP deepened its NBA/WNBA partnerships to reach younger, high‑spending audiences and expand member perks and digital integrations — a revenue/engagement play that supports card spend and loyalty. American Express Deepens NBA Ties To Court Younger High Spending Fans
• Positive Sentiment: Analyses note AXP has outperformed the digital payments peer group over the past year and analysts remain cautiously optimistic — supportive context for relative strength in the sector. How Is American Express’ Stock Performance Compared to Other Digital Payments Stocks?
• Neutral Sentiment: Commentary highlights the stock has declined about 12% in 2026 despite strong 2025 results and upbeat 2026 guidance (high single‑digit revenue growth; mid‑teens EPS growth), framing AXP as a possible value/buying opportunity for long‑term investors. American Express Stock Has Fallen 12% in 2026. Time to Buy?
• Neutral Sentiment: Coverage pieces on long‑term returns and historical performance provide perspective but are unlikely to change near‑term price action. $1000 Invested In American Express 10 Years Ago Would Be Worth This Much Today
• Negative Sentiment: Short interest in AXP rose ~20% in February to ~8.62M shares (about 1.3% of float) — an uptick that can add selling pressure or increase volatility if negative sentiment grows. Source: short interest report

Wall Street Analysts Forecast Growth

AXP has been the topic of several research reports. UBS Group restated a “neutral” rating and set a $395.00 price target on shares of American Express in a research note on Wednesday, February 4th. Weiss Ratings upgraded American Express from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, December 29th. Royal Bank Of Canada reissued an “outperform” rating and issued a $425.00 price target on shares of American Express in a report on Monday, January 12th. TD Cowen reaffirmed a “hold” rating on shares of American Express in a report on Thursday, January 8th. Finally, JPMorgan Chase & Co. lowered their target price on shares of American Express from $385.00 to $375.00 and set a “neutral” rating on the stock in a research note on Monday, February 2nd. Nine equities research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $352.73.

Insiders Place Their Bets

In related news, insider Ravikumar Radhakrishnan sold 15,000 shares of the company’s stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $356.58, for a total transaction of $5,348,700.00. Following the transaction, the insider owned 8,945 shares in the company, valued at $3,189,608.10. This represents a 62.64% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Howard Grosfield sold 8,134 shares of the stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $346.73, for a total transaction of $2,820,301.82. Following the sale, the insider directly owned 9,433 shares in the company, valued at approximately $3,270,704.09. This represents a 46.30% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 73,944 shares of company stock valued at $26,114,366. 0.20% of the stock is owned by corporate insiders.

American Express Stock Performance

NYSE AXP opened at $327.16 on Thursday. American Express Company has a 1-year low of $220.43 and a 1-year high of $387.49. The company has a 50 day moving average of $360.59 and a 200-day moving average of $349.01. The company has a current ratio of 1.59, a quick ratio of 1.58 and a debt-to-equity ratio of 1.68. The firm has a market cap of $224.63 billion, a price-to-earnings ratio of 21.26, a PEG ratio of 1.36 and a beta of 1.14.

American Express (NYSE:AXP) last released its quarterly earnings results on Friday, January 30th. The payment services company reported $3.53 EPS for the quarter, missing analysts’ consensus estimates of $3.54 by ($0.01). American Express had a return on equity of 33.49% and a net margin of 15.00%.The business had revenue of ($17,139.00) million for the quarter, compared to the consensus estimate of $18.91 billion. During the same quarter last year, the company earned $3.04 earnings per share. The firm’s revenue was up 10.5% on a year-over-year basis. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. On average, equities analysts forecast that American Express Company will post 15.33 earnings per share for the current fiscal year.

American Express Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, February 10th. Stockholders of record on Friday, January 2nd were paid a $0.82 dividend. The ex-dividend date was Friday, January 2nd. This represents a $3.28 dividend on an annualized basis and a dividend yield of 1.0%. American Express’s dividend payout ratio (DPR) is 21.31%.

American Express 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.