World Investment Advisors Has $4.38 Million Stock Position in American Express Company $AXP

World Investment Advisors increased its stake in shares of American Express Company (NYSE:AXP) by 37.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 11,846 shares of the payment services company’s stock after buying an additional 3,220 shares during the period. World Investment Advisors’ holdings in American Express were worth $4,383,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Evolution Wealth Management Inc. lifted its position in American Express by 6,600.0% during the 4th quarter. Evolution Wealth Management Inc. now owns 67 shares of the payment services company’s stock valued at $25,000 after purchasing an additional 66 shares during the period. Joseph Group Capital Management acquired a new position in American Express during the 4th quarter valued at about $26,000. Sfam LLC acquired a new position in American Express during the 4th quarter valued at about $26,000. Measured Wealth Private Client Group LLC acquired a new position in American Express during the 3rd quarter valued at about $28,000. Finally, Caitong International Asset Management Co. Ltd acquired a new position in American Express during the 4th quarter valued at about $28,000. Institutional investors and hedge funds own 84.33% of the company’s stock.

Key Stories Impacting American Express

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

• Positive Sentiment: American Express announced a quarterly dividend of $0.95 per share, reinforcing its shareholder-return profile. The dividend is payable on August 10 to holders of record on July 2. Article Title
• Positive Sentiment: A broader market rally boosted financial stocks, which can help sentiment around American Express as part of the sector. Article Title
• Neutral Sentiment: One article highlighted Navan’s AI-powered travel and expense platform as a challenger to entrenched providers including American Express, but this is more of a competitive backdrop than a direct near-term catalyst. Article Title
• Neutral Sentiment: Coverage also noted that American Express card spending is growing at its fastest pace in three years, which supports the long-term consumer-spending story, though investors remain focused on whether affluent demand can hold up. Article Title
• Negative Sentiment: Several market recaps emphasized that AXP has been trending lower recently, with shares down year to date and trading below key moving averages, suggesting ongoing valuation and momentum pressure. Article Title

American Express Stock Performance

Shares of AXP stock opened at $310.48 on Friday. The company has a debt-to-equity ratio of 1.73, a current ratio of 1.57 and a quick ratio of 1.56. The stock has a market cap of $211.85 billion, a PE ratio of 19.37, a price-to-earnings-growth ratio of 1.27 and a beta of 1.06. The stock has a 50-day moving average of $313.91 and a 200-day moving average of $336.92. American Express Company has a one year low of $286.15 and a one year high of $387.49.

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

American Express Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, August 10th. Stockholders of record on Thursday, July 2nd will be paid a $0.95 dividend. The ex-dividend date of this dividend is Thursday, July 2nd. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.2%. American Express’s dividend payout ratio is 23.71%.

Analyst Ratings Changes

AXP has been the topic of a number of research reports. Weiss Ratings downgraded shares of American Express from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, April 15th. Royal Bank Of Canada set a $415.00 target price on shares of American Express in a research report on Friday, April 10th. Loop Capital initiated coverage on shares of American Express in a research report on Thursday, May 21st. They set a “buy” rating and a $389.00 target price on the stock. Wells Fargo & Company cut their target price on shares of American Express from $425.00 to $415.00 and set an “overweight” rating on the stock in a research report on Thursday, April 9th. Finally, BTIG Research restated a “sell” rating and set a $285.00 target price on shares of American Express in a research report on Friday, April 24th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $359.05.

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.