Mitsubishi UFJ Asset Management UK Ltd. Invests $1.48 Million in American Express Company $AXP

Mitsubishi UFJ Asset Management UK Ltd. purchased a new position in shares of American Express Company (NYSE:AXP) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund purchased 4,000 shares of the payment services company’s stock, valued at approximately $1,480,000.

Several other institutional investors also recently modified their holdings of AXP. Trajan Wealth LLC grew its holdings in American Express by 30.9% during the third quarter. Trajan Wealth LLC now owns 24,901 shares of the payment services company’s stock valued at $8,271,000 after purchasing an additional 5,881 shares during the period. Hillsdale Investment Management Inc. grew its holdings in American Express by 218.7% during the third quarter. Hillsdale Investment Management Inc. now owns 8,540 shares of the payment services company’s stock valued at $2,837,000 after purchasing an additional 5,860 shares during the period. Sumitomo Mitsui Financial Group Inc. grew its holdings in American Express by 11.7% during the third quarter. Sumitomo Mitsui Financial Group Inc. now owns 82,863 shares of the payment services company’s stock valued at $27,524,000 after purchasing an additional 8,651 shares during the period. Parr Mcknight Wealth Management Group LLC grew its holdings in American Express by 1,243.9% during the third quarter. Parr Mcknight Wealth Management Group LLC now owns 13,775 shares of the payment services company’s stock valued at $4,576,000 after purchasing an additional 12,750 shares during the period. Finally, Hudson Bay Capital Management LP grew its holdings in American Express by 159.5% during the third quarter. Hudson Bay Capital Management LP now owns 31,611 shares of the payment services company’s stock valued at $10,500,000 after purchasing an additional 19,429 shares during the period. Institutional investors and hedge funds own 84.33% of the company’s stock.

American Express Stock Performance

Shares of AXP stock opened at $309.42 on Wednesday. The company’s fifty day simple moving average is $311.01 and its 200-day simple moving average is $341.59. The company has a quick ratio of 1.56, a current ratio of 1.57 and a debt-to-equity ratio of 1.73. The firm has a market cap of $211.13 billion, a PE ratio of 19.30, a P/E/G ratio of 1.27 and a beta of 1.08. American Express Company has a 12 month low of $281.46 and a 12 month high of $387.49.

American Express (NYSE:AXP) last announced its quarterly earnings data on Thursday, April 23rd. The payment services company reported $4.28 EPS for the quarter, topping analysts’ consensus estimates of $4.01 by $0.27. The business had revenue of $14.22 billion for the quarter, compared to analyst estimates of $18.60 billion. American Express had a net margin of 15.13% and a return on equity of 33.95%. The firm’s revenue for the quarter was up 11.4% on a year-over-year basis. During the same quarter in the previous year, the firm posted $3.64 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Equities research analysts expect that American Express Company will post 17.59 EPS for the current fiscal year.

American Express Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, May 8th. Stockholders of record on Friday, April 3rd were given a $0.95 dividend. This is a boost from American Express’s previous quarterly dividend of $0.82. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend was Thursday, April 2nd. American Express’s payout ratio is presently 23.71%.

More American Express News

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

• Positive Sentiment: Freedom Broker raised its view on American Express to Buy from Hold and lifted its price target to $370 from $325, signaling confidence in the company’s earnings power and valuation. American Express (AXP) Gets Price Target Hike from Freedom Broker despite Unchanged Outlook
• Positive Sentiment: American Express Canada launched a new Chef in Residence program to expand Platinum dining experiences, reinforcing the company’s premium-card positioning and member engagement strategy. American Express Canada Expands Platinum Dining Experiences with New American Express Chef in Residence Program
• Neutral Sentiment: Barclays initiated or maintained a Hold-type stance on American Express, suggesting analysts see limited near-term upside after the latest results rather than a strong catalyst. American Express (AXP) Gets a Hold from Barclays
• Neutral Sentiment: A consumer-loan satisfaction report showed non-bank lenders closing the gap with banks, which is relevant to American Express because it highlights rising competition in consumer finance, but it does not directly change AXP’s outlook on its own. Non-Bank Lenders Close Satisfaction Gap with Banks as Consumer Loan Satisfaction Remains Flat, JD Power Finds
• Negative Sentiment: Investor reaction to American Express’s first-quarter earnings was described as lukewarm, and a portfolio update from Artisan Select Equity Fund listed AXP among its worst contributors, suggesting sentiment around the stock has cooled despite solid fundamentals. Is American Express Stock Still Worth Buying After Earnings? Artisan Select Equity Fund Q1 2026 Portfolio Update

Analysts Set New Price Targets

AXP has been the subject of a number of analyst reports. Royal Bank Of Canada set a $415.00 price objective on shares of American Express in a report on Friday, April 10th. BTIG Research reaffirmed a “sell” rating and issued a $285.00 price target on shares of American Express in a research note on Friday, April 24th. Morgan Stanley cut their price target on shares of American Express from $395.00 to $385.00 and set an “equal weight” rating on the stock in a research note on Thursday, April 16th. The Goldman Sachs Group lifted their price target on shares of American Express from $360.00 to $400.00 and gave the company a “buy” rating in a research note on Tuesday, April 28th. Finally, JPMorgan Chase & Co. cut their price target on shares of American Express from $375.00 to $325.00 and set a “neutral” rating on the stock in a research note on Thursday, April 9th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $357.47.

About American Express

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.