AIA Group Ltd Grows Stake in American Express Company $AXP

Key Points

• AIA Group raised its stake in American Express by 31.1% in the third quarter and now owns 15,600 shares valued at about $5.18 million.
• American Express boosted its quarterly dividend to $0.95 from $0.82 (annualized $3.80, ~1.3% yield), with an ex-dividend date of April 2 and payment on May 8.
• In the latest quarter AmEx reported EPS of $3.53 (missing by $0.01) and revenue of about $17.14 billion, up 10.5% YoY, and set FY2026 EPS guidance of 17.30–17.90; analysts’ consensus rating is “Hold” with a $354.86 price target.

AIA Group Ltd lifted its stake in American Express Company (NYSE:AXP) by 31.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 15,600 shares of the payment services company's stock after buying an additional 3,700 shares during the period. AIA Group Ltd's holdings in American Express were worth $5,182,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of AXP. Norges Bank acquired a new position in shares of American Express during the second quarter worth $1,897,335,000. Laurel Wealth Advisors LLC grew its holdings in American Express by 31,595.9% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 1,742,009 shares of the payment services company's stock valued at $555,666,000 after purchasing an additional 1,736,513 shares in the last quarter. Ameriprise Financial Inc. increased its stake in American Express by 27.0% during the 3rd quarter. Ameriprise Financial Inc. now owns 3,970,416 shares of the payment services company's stock worth $1,310,515,000 after buying an additional 845,283 shares during the period. 1832 Asset Management L.P. increased its stake in American Express by 46,746.2% during the 2nd quarter. 1832 Asset Management L.P. now owns 542,479 shares of the payment services company's stock worth $173,040,000 after buying an additional 541,321 shares during the period. Finally, Amundi lifted its holdings in American Express by 23.9% in the 3rd quarter. Amundi now owns 2,787,580 shares of the payment services company's stock worth $925,449,000 after buying an additional 537,205 shares in the last quarter. Institutional investors and hedge funds own 84.33% of the company's stock.

American Express Stock Performance

Shares of AXP stock opened at $295.34 on Friday. The stock has a market capitalization of $202.78 billion, a price-to-earnings ratio of 19.19, a PEG ratio of 1.25 and a beta of 1.14. American Express Company has a one year low of $220.43 and a one year high of $387.49. The company's 50-day simple moving average is $337.26 and its 200-day simple moving average is $347.94. The company has a debt-to-equity ratio of 1.68, a quick ratio of 1.58 and a current ratio of 1.59.

American Express (NYSE:AXP - Get Free Report) 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). American Express had a net margin of 15.00% and a return on equity of 33.49%. The firm had revenue of ($17,139.00) million during the quarter, compared to the consensus estimate of $18.91 billion. During the same period in the prior year, the firm earned $3.04 earnings per share. The firm's quarterly revenue was up 10.5% compared to the same quarter last year. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Equities analysts anticipate that American Express Company will post 15.33 earnings per share for the current fiscal year.

American Express Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 8th. Stockholders of record on Friday, April 3rd will be issued a $0.95 dividend. This is a boost 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 annualized dividend and a dividend yield of 1.3%. American Express's dividend payout ratio (DPR) is presently 21.31%.

Analyst Ratings Changes

A number of research firms have weighed in on AXP. Barclays upped their price objective on shares of American Express from $355.00 to $367.00 and gave the company an "equal weight" rating in a research report on Tuesday, January 6th. JPMorgan Chase & Co. cut their price target 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. The Goldman Sachs Group reissued a "buy" rating and issued a $420.00 price target on shares of American Express in a report on Tuesday, January 6th. Royal Bank Of Canada restated an "outperform" rating on shares of American Express in a research note on Monday. Finally, Credit Suisse Group set a $328.00 target price on American Express in a research report on Monday, January 12th. Nine equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat.com, the stock presently has a consensus rating of "Hold" and a consensus price target of $354.86.

Insider Buying and Selling at American Express

In related news, insider Ravikumar Radhakrishnan sold 15,000 shares of the business's stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $356.58, for a total transaction of $5,348,700.00. Following the completion of the sale, the insider owned 8,945 shares of the company's stock, valued at $3,189,608.10. This represents a 62.64% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Anna Marrs sold 27,425 shares of the company's stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $350.01, for a total value of $9,599,024.25. Following the transaction, the insider directly owned 20,394 shares of the company's stock, valued at $7,138,103.94. This trade represents a 57.35% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 73,944 shares of company stock worth $26,114,366 in the last quarter. 0.20% of the stock is currently owned by corporate insiders.

Trending Headlines about American Express

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

• Positive Sentiment: Amex raised its dividend and is pushing digital initiatives (higher fees, richer perks, virtual-card integrations) that management says support stronger 2026 momentum and capital returns. How Amex’s Dividend Hike And Digital Push At American Express (AXP) Has Changed Its Investment Story
• Positive Sentiment: Amex and SAP Concur expanded their partnership to add virtual-card features for corporate clients, strengthening enterprise spend management and recurring revenue potential. Amex soups up cards for Concur
• Positive Sentiment: Several investor pieces argue the sell-off creates a buying opportunity for long-term holders, citing Amex’s resilient margins and Bermuda-like competitive advantages. This narrative likely supports buyer interest on dips. Visa, Mastercard and American Express Have Gotten Roughed Up. The Case for Buying the Dip.
• Neutral Sentiment: Broader fintech ecosystem moves (open-source standards, FINOS membership news) are supportive for industry infrastructure but have no direct, immediate revenue impact on Amex. BrightQuery Becomes Gold Member of FINOS, the Fintech Open Source Foundation, and Joins Governing Board
• Neutral Sentiment: Analyst notes and comparisons with Visa highlight structural advantages for Visa’s network model and cross-border growth; these comparisons frame competition but don’t change Amex’s core premium card thesis overnight. Visa vs. American Express: Which Stock Has the Better Charge?
• Negative Sentiment: Unusual trading activity: elevated purchases of AXP put options signal some investors are positioning for further downside, which can increase near-term volatility. Stock Traders Purchase High Volume of American Express Put Options NYSE: AXP
• Negative Sentiment: BTIG published a pessimistic forecast for AXP, adding analyst pressure that may weigh on sentiment until company fundamentals reassure investors. BTIG Research Issues Pessimistic Forecast for American Express NYSE: AXP Stock Price
• Negative Sentiment: Recent headlines note AXP has fallen more than the broader market in recent sessions and is down materially year-to-date, which fuels short-term concern despite buy-the-dip narratives. Here's Why American Express (AXP) Fell More Than Broader Market

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.

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