American Express Company $AXP Shares Bought by Mitsubishi UFJ Asset Management Co. Ltd.

Mitsubishi UFJ Asset Management Co. Ltd. lifted its position in shares of American Express Company (NYSE:AXP) by 1.7% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,502,159 shares of the payment services company’s stock after buying an additional 24,829 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. owned approximately 0.22% of American Express worth $498,957,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently added to or reduced their stakes in AXP. Vanguard Group Inc. grew its stake in American Express by 1.3% during the 2nd quarter. Vanguard Group Inc. now owns 46,425,262 shares of the payment services company’s stock worth $14,808,730,000 after purchasing an additional 581,369 shares in the last quarter. Geode Capital Management LLC boosted its holdings in shares of American Express by 11.1% in the 2nd quarter. Geode Capital Management LLC now owns 13,487,316 shares of the payment services company’s stock valued at $4,282,984,000 after buying an additional 1,349,746 shares in the last quarter. Norges Bank purchased a new position in shares of American Express during the second quarter worth about $1,897,335,000. Artisan Partners Limited Partnership boosted its stake in shares of American Express by 3.0% in the second quarter. Artisan Partners Limited Partnership now owns 4,620,873 shares of the payment services company’s stock valued at $1,473,966,000 after buying an additional 133,439 shares in the last quarter. Finally, DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main increased its holdings in American Express by 13.9% in the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 4,342,556 shares of the payment services company’s stock valued at $1,385,188,000 after buying an additional 530,967 shares in the last quarter. 84.33% of the stock is currently owned by institutional investors and hedge funds.

American Express Stock Performance

Shares of NYSE AXP opened at $327.16 on Thursday. The stock’s fifty day simple moving average is $360.59 and its 200 day simple moving average is $349.01. The stock has a market capitalization of $224.63 billion, a price-to-earnings ratio of 21.26, a PEG ratio of 1.36 and a beta of 1.14. The company has a quick ratio of 1.58, a current ratio of 1.59 and a debt-to-equity ratio of 1.68. American Express Company has a 52-week low of $220.43 and a 52-week high of $387.49.

American Express (NYSE:AXP) last released its earnings results on Friday, January 30th. The payment services company reported $3.53 earnings per share for the quarter, missing the consensus estimate of $3.54 by ($0.01). The firm had revenue of ($17,139.00) million during 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 was up 10.5% on a year-over-year basis. During the same period last year, the business earned $3.04 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, sell-side analysts forecast that American Express Company will post 15.33 earnings per share for the current fiscal year.

American Express Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, February 10th. Investors of record on Friday, January 2nd were issued a dividend of $0.82 per share. This represents a $3.28 annualized dividend and a dividend yield of 1.0%. The ex-dividend date was Friday, January 2nd. American Express’s dividend payout ratio (DPR) is currently 21.31%.

More American Express News

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 Analyst Weigh In

Several equities research analysts have issued reports on AXP shares. BTIG Research reaffirmed a “sell” rating and set a $328.00 price target on shares of American Express in a research note on Monday, February 2nd. Morgan Stanley set a $395.00 price objective on American Express in a research note on Tuesday, January 20th. Wells Fargo & Company upped their target price on American Express from $400.00 to $425.00 and gave the company an “overweight” rating in a report on Wednesday, December 17th. JPMorgan Chase & Co. cut their price target on American Express from $385.00 to $375.00 and set a “neutral” rating on the stock in a report on Monday, February 2nd. Finally, Wolfe Research assumed coverage on American Express in a research report on Monday, December 8th. They set a “peer perform” rating for the company. Nine equities research analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, American Express has a consensus rating of “Hold” and an average price target of $352.73.

Insider Activity at American Express

In other American Express news, insider Ravikumar Radhakrishnan sold 15,000 shares of American Express stock in a transaction on 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 completion of the sale, the insider owned 8,945 shares of the company’s stock, valued at $3,189,608.10. This trade represents a 62.64% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, insider Anna Marrs sold 27,425 shares of American Express stock in a transaction on Thursday, February 5th. The shares were sold at an average price of $350.01, for a total value of $9,599,024.25. Following the sale, the insider directly owned 20,394 shares of the company’s stock, valued at approximately $7,138,103.94. The trade was a 57.35% 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. Company insiders own 0.20% of the company’s stock.

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.