OFI Invest Asset Management Has $49.40 Million Position in American Express Company $AXP

OFI Invest Asset Management reduced its stake in American Express Company (NYSE:AXP) by 22.6% in the 4th quarter, Holdings Channel reports. The firm owned 133,521 shares of the payment services company’s stock after selling 38,913 shares during the period. OFI Invest Asset Management’s holdings in American Express were worth $49,396,000 as of its most recent filing with the SEC.

A number of other large investors also recently modified their holdings of AXP. Brighton Jones LLC lifted its holdings in shares of American Express by 24.4% during the fourth quarter. Brighton Jones LLC now owns 6,481 shares of the payment services company’s stock worth $1,924,000 after buying an additional 1,273 shares during the last quarter. Sivia Capital Partners LLC lifted its holdings in shares of American Express by 13.0% during the second quarter. Sivia Capital Partners LLC now owns 1,738 shares of the payment services company’s stock worth $554,000 after buying an additional 200 shares during the last quarter. Schnieders Capital Management LLC. acquired a new position in shares of American Express during the second quarter worth approximately $428,000. Howland Capital Management LLC lifted its holdings in shares of American Express by 4.2% during the second quarter. Howland Capital Management LLC now owns 2,216 shares of the payment services company’s stock worth $707,000 after buying an additional 90 shares during the last quarter. Finally, Intact Investment Management Inc. acquired a new position in shares of American Express during the second quarter worth approximately $64,000. 84.33% of the stock is currently owned by institutional investors and hedge funds.

More American Express News

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

• Positive Sentiment: Platinum Card refresh appears to be boosting cardholder engagement and spend, supporting revenue growth — a direct positive for loyalty-driven fee and interchange revenue, though Zacks/Market commentary notes cost pressure from richer perks. Is AXP’s Platinum Refresh Delivering Stronger Engagement and Spend?
• Positive Sentiment: Analyst/market write-ups (TipRanks, MarketBeat) argue AXP is building a wider competitive moat and remains attractively positioned after the recent pullback — narrative that can support multiple buy-side interest. American Express (AXP) Continues to Build a Wider Moat than the Market Realizes
• Positive Sentiment: Coverage noting AXP as a value/buy candidate after analyst reiterations — Truist kept a Buy rating while adjusting estimates, keeping institutional support for the stock. Is American Express Company (AXP) a Ridiculously Cheap Stocks to Buy According to Wall Street?
• Neutral Sentiment: New multi‑year partnerships across NFL, dining and lifestyle raise brand/engagement visibility — important for long‑term card economics but benefits are gradual and already priced in by some investors. Assessing American Express (NYSE:AXP) Valuation After New NFL And Dining Partnerships Attract Investor Attention
• Neutral Sentiment: Broader payments sector signals: Visa’s forward P/E compression to ~22x could indicate valuation re-rating across peers — a mixed signal for AXP depending on investor preference for growth vs. safety. Visa Slides to 22X P/E: Opportunity Knocking or False Signal?
• Neutral Sentiment: Media/commentary (e.g., Jim Cramer) continues to spotlight AXP’s brand strength and consumer relevance, which can help sentiment but rarely drives sustained moves alone. Jim Cramer Thinks American Express (AXP) Being Linked To Gasoline Is Interesting
• Negative Sentiment: Barclays has lowered expectations for AXP’s stock price, a direct analyst downgrade that can pressure sentiment and limit near‑term upside. Barclays Has Lowered Expectations for American Express (NYSE:AXP) Stock Price
• Negative Sentiment: Competitive risk: fintech challengers and new entrants like Aspire expanding to the U.S. increase competition for business banking and corporate cards — potential long‑term margin and share pressure. Aspire built a financial stack used by 50,000 firms. Now it’s coming to the U.S. to take on Ramp and Mercury

American Express Stock Performance

Shares of NYSE:AXP opened at $316.54 on Thursday. The business’s fifty day moving average price is $320.50 and its two-hundred day moving average price is $345.32. American Express Company has a fifty-two week low of $226.26 and a fifty-two week high of $387.49. The stock has a market capitalization of $217.08 billion, a price-to-earnings ratio of 20.57, a price-to-earnings-growth ratio of 1.27 and a beta of 1.13. The company has a debt-to-equity ratio of 1.68, a current ratio of 1.59 and a quick ratio of 1.58.

American Express (NYSE:AXP) last announced its quarterly earnings results on Friday, January 30th. The payment services company reported $3.53 earnings per share for the quarter, missing analysts’ consensus estimates of $3.54 by ($0.01). American Express had a net margin of 15.00% and a return on equity of 33.49%. The company had revenue of ($17,139.00) million during 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 business’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. As a group, analysts predict that American Express Company will post 15.33 EPS for the current fiscal year.

American Express Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 8th. Stockholders of record on Friday, April 3rd will be issued a dividend of $0.95 per share. The ex-dividend date is Thursday, April 2nd. This is a boost from American Express’s previous quarterly dividend of $0.82. This represents a $3.80 annualized dividend and a dividend yield of 1.2%. American Express’s dividend payout ratio (DPR) is currently 24.69%.

Wall Street Analysts Forecast Growth

AXP has been the subject of a number of research analyst reports. Wells Fargo & Company upped their price target on American Express from $400.00 to $425.00 and gave the stock an “overweight” rating in a report on Wednesday, December 17th. Credit Suisse Group set a $328.00 price target on American Express in a report on Monday, January 12th. JPMorgan Chase & Co. cut their price target on American Express from $385.00 to $375.00 and set a “neutral” rating for the company in a report on Monday, February 2nd. Weiss Ratings reiterated a “buy (b-)” rating on shares of American Express in a report on Friday, March 27th. Finally, Morgan Stanley set a $395.00 price target on American Express in a report on Tuesday, January 20th. Nine equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Hold” and an average price target of $350.86.

Insiders Place Their Bets

In other news, insider Anna Marrs sold 27,425 shares of the stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $350.01, for a total transaction of $9,599,024.25. Following the sale, the insider owned 20,394 shares in the company, valued at approximately $7,138,103.94. This represents a 57.35% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Denise Pickett sold 23,385 shares of the stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $356.91, for a total value of $8,346,340.35. Following the sale, the insider owned 7,754 shares in the company, valued at $2,767,480.14. The trade was a 75.10% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 73,944 shares of company stock worth $26,114,366 over the last ninety days. Company insiders own 0.20% of the company’s stock.

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.