PFA Pension Forsikringsaktieselskab Takes $166.85 Million Position in American Express Company $AXP

Key Points

• PFA Pension Forsikringsaktieselskab acquired a new stake of 446,846 shares in American Express during Q4, valued at approximately $166.85 million and representing about 0.06% of the company, per its 13F filing.
• American Express reported quarterly EPS of $4.28, topping estimates, and issued FY2026 guidance of $17.30–$17.90 in EPS (analysts' consensus ~17.59).
• The company increased its quarterly dividend to $0.95 (from $0.82), an annualized $3.80 payout with a yield of roughly 1.2%.

PFA Pension Forsikringsaktieselskab acquired a new stake in American Express Company (NYSE:AXP) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 446,846 shares of the payment services company's stock, valued at approximately $166,848,000. PFA Pension Forsikringsaktieselskab owned approximately 0.06% of American Express as of its most recent SEC filing.

Several other large investors have also made changes to their positions in AXP. Brighton Jones LLC lifted its position in shares of American Express by 24.4% in the fourth quarter. Brighton Jones LLC now owns 6,481 shares of the payment services company's stock valued at $1,924,000 after acquiring an additional 1,273 shares in the last quarter. Sivia Capital Partners LLC lifted its position in shares of American Express by 13.0% in the second quarter. Sivia Capital Partners LLC now owns 1,738 shares of the payment services company's stock valued at $554,000 after acquiring an additional 200 shares in the last quarter. Schnieders Capital Management LLC. purchased a new position in shares of American Express in the second quarter valued at about $428,000. Howland Capital Management LLC lifted its position in shares of American Express by 4.2% in the second quarter. Howland Capital Management LLC now owns 2,216 shares of the payment services company's stock valued at $707,000 after acquiring an additional 90 shares in the last quarter. Finally, HUB Investment Partners LLC lifted its position in shares of American Express by 19.9% in the second quarter. HUB Investment Partners LLC now owns 2,898 shares of the payment services company's stock valued at $924,000 after acquiring an additional 481 shares in the last quarter. 84.33% of the stock is currently owned by hedge funds and other institutional investors.

American Express Price Performance

NYSE:AXP opened at $319.74 on Friday. The company has a current ratio of 1.57, a quick ratio of 1.56 and a debt-to-equity ratio of 1.73. The company has a market capitalization of $218.17 billion, a P/E ratio of 19.95, a P/E/G ratio of 1.31 and a beta of 1.08. American Express Company has a 12 month low of $273.10 and a 12 month high of $387.49. The business's 50-day moving average is $311.71 and its 200 day moving average is $344.13.

American Express (NYSE:AXP - Get Free Report) last posted its earnings results on Thursday, April 23rd. The payment services company reported $4.28 EPS for the quarter, topping analysts' consensus estimates of $4.01 by $0.27. The company 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 firm's revenue for the quarter was up 11.4% on a year-over-year basis. During the same period 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, equities research analysts forecast that American Express Company will post 17.59 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 paid a dividend of $0.95 per share. The ex-dividend date of this dividend is Thursday, April 2nd. This is an increase from American Express's previous quarterly dividend of $0.82. This represents a $3.80 annualized dividend and a yield of 1.2%. American Express's payout ratio is presently 23.71%.

Insider Buying and Selling

In other American Express news, insider Anna Marrs sold 27,425 shares of the business's stock in a transaction that occurred on Thursday, February 5th. The stock was sold at an average price of $350.01, for a total transaction of $9,599,024.25. Following the sale, the insider directly owned 20,394 shares of the company's stock, valued at $7,138,103.94. The trade was a 57.35% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Denise Pickett sold 23,385 shares of the business's stock in a transaction that occurred on Thursday, February 5th. The stock was sold at an average price of $356.91, for a total value of $8,346,340.35. Following the sale, the insider directly owned 7,754 shares in the company, valued at $2,767,480.14. The trade was a 75.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 73,944 shares of company stock valued at $26,114,366. Insiders own 0.14% of the company's stock.

Analyst Ratings Changes

Several equities analysts have recently commented on AXP shares. TD Cowen restated a "hold" rating on shares of American Express in a research report on Thursday, January 8th. UBS Group reiterated a "neutral" rating and issued a $395.00 target price on shares of American Express in a research report on Wednesday, February 4th. Morgan Stanley decreased 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. Royal Bank Of Canada set a $415.00 target price on American Express in a research report on Friday, April 10th. Finally, Weiss Ratings downgraded American Express from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Wednesday, April 15th. Eight equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of "Hold" and a consensus target price of $357.47.

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.

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