Union Bancaire Privee UBP SA Has $1.53 Million Stake in American Express Company $AXP

Union Bancaire Privee UBP SA boosted its stake in shares of American Express Company (NYSE:AXP) by 2,652.7% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 4,129 shares of the payment services company’s stock after buying an additional 3,979 shares during the quarter. Union Bancaire Privee UBP SA’s holdings in American Express were worth $1,528,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in AXP. Brighton Jones LLC increased its position in American Express by 24.4% during the 4th quarter. Brighton Jones LLC now owns 6,481 shares of the payment services company’s stock valued at $1,924,000 after purchasing an additional 1,273 shares during the period. Sivia Capital Partners LLC lifted its position in shares of 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 period. Schnieders Capital Management LLC. bought a new stake in shares of American Express in the 2nd quarter valued at $428,000. Empowered Funds LLC increased its position in shares of American Express by 22.5% during the second quarter. Empowered Funds LLC now owns 14,878 shares of the payment services company’s stock worth $4,746,000 after buying an additional 2,737 shares during the period. Finally, Seeds Investor LLC acquired a new stake in shares of American Express during the second quarter worth $217,000. Institutional investors own 84.33% of the company’s stock.

Insider Transactions at American Express

In other American Express news, insider Ravikumar Radhakrishnan sold 15,000 shares of the stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $356.58, for a total value of $5,348,700.00. Following the transaction, the insider owned 8,945 shares in the company, valued at approximately $3,189,608.10. This represents a 62.64% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Howard Grosfield sold 8,134 shares of the business’s stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $346.73, for a total value of $2,820,301.82. Following the sale, the insider owned 9,433 shares of the company’s stock, valued at approximately $3,270,704.09. This represents a 46.30% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 73,944 shares of company stock worth $26,114,366 in the last three months. Insiders own 0.20% of the company’s stock.

Analyst Ratings Changes

Several research firms recently issued reports on AXP. BTIG Research dropped their target price on shares of American Express from $328.00 to $285.00 and set a “sell” rating on the stock in a report on Monday, March 16th. TD Cowen reiterated a “hold” rating on shares of American Express in a report on Thursday, January 8th. JPMorgan Chase & Co. dropped their price objective on American Express from $385.00 to $375.00 and set a “neutral” rating on the stock in a research note on Monday, February 2nd. Credit Suisse Group set a $328.00 target price on American Express in a research report on Monday, January 12th. Finally, 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 research report on Wednesday, December 17th. Nine equities research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $354.86.

More American Express News

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

• Positive Sentiment: Company raised its quarterly dividend by ~16% and is pushing digital initiatives and partnerships that expand premium customer perks and corporate product integrations — supports recurring revenue and shareholder returns. How Amex’s Dividend Hike And Digital Push At American Express (AXP) Has Changed Its Investment Story
• Positive Sentiment: AmEx expanded its corporate product by adding virtual card features for SAP Concur clients — a sales motion that can increase fee revenue and stickiness in corporate spend. Amex soups up cards for Concur
• Positive Sentiment: Market commentators (Barron’s, The Motley Fool) argue the pullback creates a buying opportunity for long-term investors, citing AmEx’s premium brand, strong returns on equity, and Berkshire Hathaway support — helps buoy contrarian demand. Visa, Mastercard and American Express Have Gotten Roughed Up. The Case for Buying the Dip.
• Neutral Sentiment: Analysis pieces consider AXP among top financial stocks to own if rates become volatile due to geopolitical risk (Iran)—this frames AXP as resilient but is macro-dependent. Is American Express (AXP) The Best Financial Stock to Buy Amid Potential Interest Rate Volatility Coming Due to Iran War
• Neutral Sentiment: Industry/tech news (BrightQuery joining FINOS) and an unrelated insurer earnings release were picked up in feeds but have no direct, material impact on AmEx fundamentals. BrightQuery Becomes Gold Member of FINOS, the Fintech Open Source Foundation, and Joins Governing Board
• Negative Sentiment: Governance pressure: the National Legal and Policy Center and anti‑DEI activists have successfully pushed some companies (including calls at firms like AmEx) to remove DEI from board selection processes — heightens regulatory/shareholder friction and could create headline risk. After notable victories, anti-DEI shareholders turn sights on Trump’s SEC
• Negative Sentiment: Market reaction pieces note recent share weakness and larger-than-market declines in recent sessions — short-term sentiment and positioning (profit-taking, lower multiple) have pressured the stock. Here’s Why American Express (AXP) Fell More Than Broader Market

American Express Trading Down 0.1%

NYSE:AXP opened at $294.76 on Friday. 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 stock has a market capitalization of $202.38 billion, a price-to-earnings ratio of 19.15, a PEG ratio of 1.25 and a beta of 1.14. The firm has a fifty day simple moving average of $335.64 and a two-hundred day simple moving average of $347.80. American Express Company has a 12 month low of $220.43 and a 12 month 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 earnings per share for the quarter, missing the consensus estimate of $3.54 by ($0.01). The company had revenue of ($17,139.00) million for the quarter, compared to analyst estimates of $18.91 billion. American Express had a net margin of 15.00% and a return on equity of 33.49%. American Express’s revenue for the quarter was up 10.5% on a year-over-year basis. During the same quarter in the prior year, the company posted $3.04 EPS. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Analysts expect that American Express Company will post 15.33 EPS for the current fiscal year.

American Express Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, May 8th. Investors of record on Friday, April 3rd will be paid a dividend of $0.95 per share. This is an increase from American Express’s previous quarterly dividend of $0.82. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $3.80 dividend on an annualized basis and a yield of 1.3%. American Express’s dividend payout ratio (DPR) is currently 21.31%.

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.