Flossbach Von Storch SE Has $32.59 Million Stock Position in American Express Company $AXP

Key Points

• Flossbach Von Storch SE boosted its stake in American Express by 11% to 88,089 shares, worth about $32.59 million, and institutional investors now hold roughly 84.33% of AXP.
• American Express beat quarterly EPS estimates with $4.28 per share, provided FY2026 EPS guidance of 17.30–17.90 (analysts expect ~17.6), and reported quarterly revenue of $14.22 billion.
• The company raised its quarterly dividend to $0.95 (annualized $3.80, ~1.2% yield) while the analyst consensus remains a "Hold" with a $361.05 price target.

Flossbach Von Storch SE increased its stake in shares of American Express Company (NYSE:AXP) by 11.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 88,089 shares of the payment services company's stock after acquiring an additional 8,702 shares during the quarter. Flossbach Von Storch SE's holdings in American Express were worth $32,589,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of the stock. Gratus Wealth Advisors LLC raised its position in shares of American Express by 0.8% during the third quarter. Gratus Wealth Advisors LLC now owns 3,712 shares of the payment services company's stock valued at $1,233,000 after buying an additional 28 shares during the last quarter. Murphy & Mullick Capital Management Corp lifted its stake in shares of American Express by 10.0% in the third quarter. Murphy & Mullick Capital Management Corp now owns 308 shares of the payment services company's stock valued at $105,000 after buying an additional 28 shares during the period. Capital Asset Advisory Services LLC grew its position in American Express by 2.4% during the fourth quarter. Capital Asset Advisory Services LLC now owns 1,214 shares of the payment services company's stock worth $465,000 after buying an additional 28 shares in the last quarter. Lantz Financial LLC increased its stake in American Express by 3.6% during the fourth quarter. Lantz Financial LLC now owns 808 shares of the payment services company's stock valued at $299,000 after acquiring an additional 28 shares during the period. Finally, McGlone Suttner Wealth Management Inc. increased its stake in American Express by 1.0% during the third quarter. McGlone Suttner Wealth Management Inc. now owns 2,910 shares of the payment services company's stock valued at $967,000 after acquiring an additional 29 shares during the period. 84.33% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

AXP has been the subject of a number of research reports. JPMorgan Chase & Co. reduced their price objective on American Express from $375.00 to $325.00 and set a "neutral" rating for the company in a research report on Thursday, April 9th. Weiss Ratings cut American Express from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Wednesday, April 15th. Evercore set a $393.00 target price on American Express in a research note on Tuesday, February 10th. Credit Suisse Group set a $328.00 target price on American Express in a research report on Monday, January 12th. Finally, Wells Fargo & Company decreased their price target on shares of American Express from $425.00 to $415.00 and set an "overweight" rating on the stock in a research note on Thursday, April 9th. Eight 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, the stock presently has a consensus rating of "Hold" and a consensus price target of $361.05.

American Express Stock Up 1.5%

NYSE AXP opened at $318.89 on Tuesday. American Express Company has a 1-year low of $257.21 and a 1-year high of $387.49. The company has a market capitalization of $217.59 billion, a price-to-earnings ratio of 19.89, a PEG ratio of 1.28 and a beta of 1.13. The stock's 50 day moving average is $313.26 and its two-hundred day moving average is $344.48. The company has a current ratio of 1.57, a quick ratio of 1.56 and a debt-to-equity ratio of 1.73.

American Express (NYSE:AXP - Get Free Report) last issued its earnings results on Thursday, April 23rd. The payment services company reported $4.28 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.01 by $0.27. The business 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 quarterly revenue was up 11.4% compared to the same quarter last year. During the same period in the prior year, the firm posted $3.64 EPS. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Equities analysts forecast that American Express Company will post 17.6 earnings per share for the current fiscal year.

American Express Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Friday, April 3rd will be issued a dividend of $0.95 per share. The ex-dividend date of this dividend is Thursday, April 2nd. 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%. American Express's dividend payout ratio (DPR) is 23.71%.

Insider Activity

In related news, insider Anna Marrs sold 27,425 shares of American Express stock in a transaction dated Thursday, February 5th. The shares were sold at an average price of $350.01, for a total transaction of $9,599,024.25. Following the completion of 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 position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Howard Grosfield sold 8,134 shares of the business's stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $346.73, for a total transaction of $2,820,301.82. Following the completion of the transaction, the insider owned 9,433 shares in the company, valued at approximately $3,270,704.09. This trade represents a 46.30% decrease in their ownership of the stock. 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 90 days. 0.14% of the stock is currently owned by company insiders.

American Express News Summary

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

• Positive Sentiment: Quarterly/earnings commentary reinforces the bull case — Seeking Alpha highlights steady growth and a "maintain buy" view after recent results and management's FY2026 EPS guide, supporting investor confidence in AXP's profit outlook. American Express: Earnings Show Steady Growth, Maintain Buy
• Positive Sentiment: Analyst/strategy pieces argue AXP is a long-term value — Zacks profiles American Express as a top value stock based on style scores and fundamentals, which can attract value-oriented buyers. Why American Express (AXP) is a Top Value Stock for the Long-Term
• Positive Sentiment: Industry pricing precedent may boost fee revenue — Coverage in TheStreet/Yahoo notes that fee increases by market leaders (AmEx, Chase) set a precedent that could support higher revenues and margins across card issuers if widely adopted. That dynamic supports upside to AXP's revenue mix. American Express, Chase set a new precedent for credit card fees
• Neutral Sentiment: Comparisons to peers — The Fool compares AXP vs. Bank of America as buy candidates (both Buffett-favorites). Such comparative pieces can drive interest but don't change AXP's fundamentals directly. Better Buy Right Now: American Express vs. Bank of America
• Neutral Sentiment: Competitor strength noted — A published roundup praising Mastercard's low-risk/high-growth profile highlights differences in business models (MA doesn't extend credit). This reminds investors of competitive dynamics that could influence strategy and multiple expansion. Mastercard (MA): One of the Best Low Risk and High Growth Stocks to Invest In Now
• Negative Sentiment: Analyst caution and short-term sector weakness — Evercore ISI issued a "Hold" on AXP, and a weekly financials wrap listed AmEx among laggards, which can cap near-term upside and contribute to profit-taking. American Express (AXP) Receives a Hold from Evercore ISI Financials wrap: AXP in losers

American Express Company 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.

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