Hosking Partners LLP Trims Stock Position in American Express Company $AXP

Hosking Partners LLP lessened its stake in American Express Company (NYSE:AXP) by 6.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 226,984 shares of the payment services company’s stock after selling 15,119 shares during the period. American Express comprises about 2.9% of Hosking Partners LLP’s portfolio, making the stock its 7th biggest position. Hosking Partners LLP’s holdings in American Express were worth $83,973,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Valley Wealth Managers Inc. boosted its position in shares of American Express by 153.3% during the 3rd quarter. Valley Wealth Managers Inc. now owns 76 shares of the payment services company’s stock valued at $25,000 after purchasing an additional 46 shares in the last quarter. Joseph Group Capital Management bought a new stake in shares of American Express during the 4th quarter valued at about $26,000. Manning & Napier Advisors LLC acquired a new position in American Express during the 3rd quarter worth approximately $27,000. Guerra Advisors Inc acquired a new position in American Express during the 3rd quarter worth approximately $28,000. Finally, Measured Wealth Private Client Group LLC acquired a new position in American Express during the 3rd quarter worth approximately $28,000. Institutional investors 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: Warren Buffett publicly praised Greg Abel, reinforcing the market’s view that Berkshire’s leadership remains constructive on high-quality financial names like American Express. Warren Buffett: “I’d rather have Greg handling my money than any of the top investment advisors or any of the top CEOs of the United States.”
• Positive Sentiment: Multiple articles highlighted American Express as a Berkshire favorite and one of Buffett’s best value ideas for 2026, which can support sentiment around AXP as a durable, cash-generating franchise. American Express (AXP) – Among the 10 Best Value Stocks to Buy in 2026 According to Warren Buffett
• Positive Sentiment: American Express’ move to sell its remaining stake in American Express Global Business Travel for about $1.5 billion was described as helping the company refocus on its core card business, which investors often view favorably. American Express Exit From GBT Refocuses Capital On Core Card Engine
• Positive Sentiment: American Express also launched an AI upskilling initiative for small businesses, a potentially positive long-term move that could deepen customer relationships and strengthen its small-business ecosystem. American Express Uses AI Upskilling To Deepen Small Business Relationships
• Neutral Sentiment: Shareholders reaffirmed the board, executive pay, and auditor at the annual meeting, removing a potential governance overhang but likely not a major near-term stock catalyst. American Express Shareholders Reaffirm Board, Pay and Auditor
• Neutral Sentiment: Articles comparing AXP with other value stocks or peers are generally informational and do not appear to be driving the move on their own. INTR vs. AXP: Which Stock Should Value Investors Buy Now?

Wall Street Analyst Weigh In

Several analysts have recently commented on AXP shares. JPMorgan Chase & Co. lowered their price objective on American Express from $375.00 to $325.00 and set a “neutral” rating for the company in a research note on Thursday, April 9th. Truist Financial lowered their price objective on American Express from $400.00 to $360.00 and set a “buy” rating for the company in a research note on Monday, March 23rd. The Goldman Sachs Group increased their price target on American Express from $360.00 to $400.00 and gave the company a “buy” rating in a research report on Tuesday, April 28th. Bank of America increased their price target on American Express from $381.00 to $387.00 and gave the company a “buy” rating in a research report on Friday, April 24th. Finally, Royal Bank Of Canada set a $415.00 price target on American Express in a research report on Friday, April 10th. Eight 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 data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $357.47.

American Express Price Performance

NYSE:AXP opened at $315.79 on Monday. The firm has a market capitalization of $215.47 billion, a price-to-earnings ratio of 19.70, a P/E/G ratio of 1.29 and a beta of 1.08. American Express Company has a 52-week low of $281.46 and a 52-week high of $387.49. The stock has a fifty day moving average of $311.10 and a 200 day moving average of $344.05. The company has a debt-to-equity ratio of 1.73, a quick ratio of 1.56 and a current ratio of 1.57.

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

American Express Increases Dividend

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

Insider Activity at American Express

In related news, insider Howard Grosfield sold 8,134 shares of the company’s stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $346.73, for a total value of $2,820,301.82. Following the transaction, the insider directly 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 transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. 0.14% of the stock is currently owned by corporate insiders.

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.