Dec. 26, 2025•
Somewhat-Bullish
Covea Finance increased its stake in American Express Company (NYSE:AXP) by 57% in Q3, acquiring an additional 31,700 shares to own a total of 87,300 shares valued at approximately $28.998 million. American Express, trading with a market cap of $263.66 billion and a P/E of 25.69, maintains a "Hold" consensus rating from Wall Street analysts with an average price target of $335.55. The company recently declared a quarterly dividend of $0.82 per share, while insiders have sold 57,515 shares worth around $20.66 million in the past 90 days.
Dec. 26, 2025•
Neutral
Canoe Financial LP reduced its stake in American Express Company (NYSE: AXP) by 26.7% in Q3, selling 179,338 shares to hold 492,943 shares valued at $163.74 million. This position represents 2.3% of Canoe's portfolio and 0.07% of American Express's outstanding shares. American Express has a market capitalization of $263.66 billion, a P/E ratio of 25.69, and recently announced a quarterly dividend of $0.82, yielding approximately 0.9%.
Dec. 26, 2025•
Somewhat-Bullish
DAVENPORT & Co LLC increased its stake in MFS Active International ETF (NYSEARCA:MFSI) by 12.1% during the third quarter, acquiring an additional 19,907 shares to own a total of 183,999 shares worth $5,435,000. Other hedge funds also adjusted their positions, and the article provides details on MFSI's price performance and profile. The ETF (MFSI) invests in actively managed international equities from non-US companies.
Dec. 26, 2025•
Somewhat-Bullish
American Express (AXP) is entering the Dec. 26, 2025, trading session near its recent highs, having gained approximately 29% year-to-date. Key factors for investors include a newly declared quarterly dividend of $0.82 per share, the upcoming Q4 and full-year 2025 earnings call on January 30, 2026, and stable credit metrics despite broader industry concerns. The article highlights the importance of continued affluent customer spending, the impact of the Platinum card refresh, and how analyst expectations are rising for AXP.
Dec. 25, 2025•
Somewhat-Bullish
As of December 25, 2025, American Express (AXP) is entering 2026 with strong holiday spending indicators, particularly at the premium end, and stable delinquency rates. The company declared an $0.82 quarterly dividend payable on February 10, 2026, and its Q4 and full-year 2025 earnings call is set for January 30, 2026. The market is assessing whether the company's valuation fully reflects its strength, with strong performance in 2025 leading to a debate on its current stock price.
Dec. 25, 2025•
Neutral
SoFi Technologies (SOFI) is ending 2025 with significant developments, including rapid member growth, GAAP profitability, and a new stablecoin launch, SoFiUSD. However, the company also faced market skepticism due to a $1.5 billion stock offering causing share dilution. Analysts maintain a "Hold/neutral" stance with diverse price targets, as the company positions itself as a diversified financial platform eyeing institutional crypto infrastructure.
Dec. 25, 2025•
Somewhat-Bullish
This article examines two Warren Buffett-approved stocks, American Express and Alphabet, that investors might consider for their portfolios, and one stock, UnitedHealth Group, that might be best avoided despite being a recent Berkshire Hathaway addition. It highlights American Express's consistent performance and affluent customer base, Alphabet's market dominance in search and mobile, and the significant secular headwinds facing UnitedHealth Group. The piece also notes Buffett's imminent retirement from his CEO and chief stock-picker roles at Berkshire Hathaway.
Dec. 25, 2025•
Somewhat-Bullish
This article compares the Amex Business Platinum and Capital One Venture X Business credit cards, highlighting their annual fees, welcome bonuses, reward earning and redemption structures, and various benefits. It aims to help businesses determine which card best suits their spending habits and needs, particularly regarding travel perks and statement credits, given the significant price difference.
Dec. 25, 2025•
Neutral
ZWJ Investment Counsel Inc. reduced its American Express (NYSE:AXP) holdings by 1.7% in Q3, maintaining it as their 17th largest position. Significant insider selling also occurred, with CMO Elizabeth Rutledge selling 50,000 shares for $18.01 million. Analysts hold a mixed view, with a consensus "Hold" rating and an average price target of $335.55, while American Express also announced a quarterly dividend of $0.82 per share.
Dec. 25, 2025•
Neutral
Vontobel Holding Ltd. significantly increased its stake in American Express Company (NYSE:AXP) during Q3, acquiring an additional 27,963 shares to reach a total of 61,736 shares valued at approximately $20.51 million. American Express, with a market cap of $263.66 billion and a P/E of 25.69, also recently announced a quarterly dividend of $0.82. Despite insider selling activity totaling over $20 million in the past three months, institutional investors collectively own 84.33% of the company, and analysts generally maintain a "Hold" rating with a consensus price target of $335.55.