MUFG Securities EMEA plc Has $8.15 Million Stock Position in American Express Company $AXP

Key Points

• MUFG Securities EMEA plc boosted its American Express stake by 112% in the fourth quarter, ending with 22,027 shares valued at about $8.15 million.
• American Express reported Q1 earnings of $4.28 per share, beating estimates, while revenue rose 11.4% year over year to $14.22 billion. The company also issued FY 2026 EPS guidance of $17.30 to $17.90.
• Recent news highlights include a new business card for niche small and midsize businesses and expanded tap-to-ride transit access in Canada, both signs of continued product and usage growth. Analyst sentiment remains mixed, with a Hold consensus and an average price target of $359.05.

MUFG Securities EMEA plc increased its stake in American Express Company (NYSE:AXP) by 112.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 22,027 shares of the payment services company's stock after acquiring an additional 11,638 shares during the quarter. MUFG Securities EMEA plc's holdings in American Express were worth $8,149,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Bearing Point Capital LLC lifted its stake in American Express by 9.1% in the fourth quarter. Bearing Point Capital LLC now owns 30,441 shares of the payment services company's stock valued at $11,262,000 after buying an additional 2,547 shares during the period. Texas Yale Capital Corp. lifted its stake in American Express by 3.5% in the fourth quarter. Texas Yale Capital Corp. now owns 3,648 shares of the payment services company's stock valued at $1,350,000 after buying an additional 125 shares during the period. Sfmg LLC lifted its stake in American Express by 3.5% in the fourth quarter. Sfmg LLC now owns 1,316 shares of the payment services company's stock valued at $487,000 after buying an additional 45 shares during the period. Fortis Advisors LLC acquired a new position in American Express in the fourth quarter valued at approximately $218,000. Finally, Holderness Investments Co. lifted its stake in American Express by 2.7% in the fourth quarter. Holderness Investments Co. now owns 7,965 shares of the payment services company's stock valued at $2,947,000 after buying an additional 208 shares during the period. 84.33% of the stock is owned by institutional investors and hedge funds.

American Express News Roundup

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

• Positive Sentiment: American Express launched a new business card aimed at niche small and midsize businesses, including interior designers, which suggests continued product expansion and a push to deepen relationships with higher-value commercial customers. American Express Targets Niche SMEs With New Interior Designer Business Card
• Positive Sentiment: American Express cardmembers can now tap and ride on more transit systems across Canada, a small but constructive sign that the company is expanding everyday payment usage and improving card utility. American Express Cardmembers Can Now Tap and Ride on More Transit Systems Across Canada
• Neutral Sentiment: Analyst and conference coverage highlighted American Express at Bernstein’s strategic decisions conference and followed up on its strong first-quarter results, reinforcing the view that fundamentals remain solid even as consumers face pressure. American Express Keeps Buy Rating After Stellar Q1, Despite Clouds Over Consumer Confidence
• Neutral Sentiment: Options-market activity has drawn attention, which can signal expectations for a meaningful move, but the article does not provide a clear fundamental catalyst by itself. Do Options Traders Know Something About American Express Stock We Don't?
• Neutral Sentiment: Several items were mostly background or general-interest pieces about the company’s history, workforce, or Buffett ownership rather than immediate stock drivers. History of American Express: Company timeline & facts
• Negative Sentiment: There was no major negative company-specific news in the latest set, but broader commentary noted ongoing concerns about consumer confidence, which could temper enthusiasm if spending slows. American Express Keeps Buy Rating After Stellar Q1, Despite Clouds Over Consumer Confidence

American Express Trading Up 0.0%

Shares of American Express stock opened at $316.55 on Monday. The stock has a fifty day simple moving average of $312.81 and a 200 day simple moving average of $338.70. American Express Company has a 12-month low of $286.15 and a 12-month high of $387.49. The company has a market capitalization of $215.99 billion, a P/E ratio of 19.75, a price-to-earnings-growth ratio of 1.29 and a beta of 1.06. 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 announced its quarterly earnings results on Thursday, April 23rd. The payment services company reported $4.28 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.01 by $0.27. American Express had a return on equity of 33.95% and a net margin of 15.13%.The business had revenue of $14.22 billion during the quarter, compared to the consensus estimate of $18.60 billion. During the same quarter in the prior year, the company posted $3.64 earnings per share. American Express's revenue was up 11.4% compared to the same quarter last year. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. On average, sell-side analysts anticipate that American Express Company will post 17.59 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on the company. Barclays dropped their price target on American Express from $323.00 to $322.00 and set an "equal weight" rating on the stock in a research note on Friday, April 24th. Weiss Ratings lowered American Express from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Wednesday, April 15th. Morgan Stanley lowered their target price on American Express from $395.00 to $385.00 and set an "equal weight" rating on the stock in a research report on Thursday, April 16th. The Goldman Sachs Group upped their target price on American Express from $360.00 to $400.00 and gave the stock a "buy" rating in a research report on Tuesday, April 28th. Finally, Bank of America upped their target price on American Express from $381.00 to $387.00 and gave the stock a "buy" rating in a research report on Friday, April 24th. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of "Hold" and an average price target of $359.05.

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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