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Selective Wealth Management Inc. Purchases New Position in American Express (NYSE:AXP)

Posted on July 2, 2022 By admin No Comments on Selective Wealth Management Inc. Purchases New Position in American Express (NYSE:AXP)

Selective Wealth Management Inc. purchased a new stake in shares of American Express (NYSE:AXP) in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 250 shares of the payment services company’s stock, valued at approximately $47,000.

Several other institutional investors have also bought and sold shares of AXP. Segall Bryant & Hamill LLC increased its position in shares of American Express by 41.4% in the third quarter. Segall Bryant & Hamill LLC now owns 7,065 shares of the payment services company’s stock valued at $1,184,000 after buying an additional 2,070 shares in the last quarter. Patriot Financial Group Insurance Agency LLC increased its position in shares of American Express by 12.6% in the fourth quarter. Patriot Financial Group Insurance Agency LLC now owns 3,272 shares of the payment services company’s stock valued at $535,000 after buying an additional 365 shares in the last quarter. DNB Asset Management AS increased its position in shares of American Express by 4.3% during the fourth quarter. DNB Asset Management AS now owns 110,432 shares of the payment services company’s stock worth $18,067,000 after purchasing an additional 4,558 shares in the last quarter. Stonnington Group LLC increased its position in shares of American Express by 203.8% during the fourth quarter. Stonnington Group LLC now owns 56,222 shares of the payment services company’s stock worth $9,860,000 after purchasing an additional 37,716 shares in the last quarter. Finally, IFP Advisors Inc increased its position in shares of American Express by 3.4% during the fourth quarter. IFP Advisors Inc now owns 5,114 shares of the payment services company’s stock worth $835,000 after purchasing an additional 168 shares in the last quarter. Institutional investors and hedge funds own 85.49% of the company’s stock.

AXP stock opened at $140.40 on Friday. The company has a current ratio of 1.63, a quick ratio of 1.63 and a debt-to-equity ratio of 1.71. The company has a market capitalization of $105.73 billion, a PE ratio of 14.07, a P/E/G ratio of 1.13 and a beta of 1.08. American Express has a 12-month low of $134.30 and a 12-month high of $199.55. The business’s fifty day moving average price is $158.90 and its 200 day moving average price is $171.81.

American Express (NYSE:AXP – Get Rating) last posted its quarterly earnings data on Friday, April 22nd. The payment services company reported $2.73 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.43 by $0.30. The firm had revenue of $11.74 billion for the quarter, compared to the consensus estimate of $11.66 billion. American Express had a return on equity of 33.35% and a net margin of 17.49%. The company’s quarterly revenue was up 29.5% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.74 EPS. Research analysts predict that American Express will post 9.76 EPS for the current fiscal year.

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 10th. Investors of record on Friday, July 1st will be issued a $0.52 dividend. The ex-dividend date is Thursday, June 30th. This represents a $2.08 annualized dividend and a dividend yield of 1.48%. American Express’s dividend payout ratio is currently 20.84%.

In other American Express news, CEO Stephen J. Squeri sold 48,160 shares of the company’s stock in a transaction dated Thursday, April 28th. The stock was sold at an average price of $178.38, for a total transaction of $8,590,780.80. Following the sale, the chief executive officer now owns 31,285 shares in the company, valued at approximately $5,580,618.30. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Theodore Leonsis sold 4,005 shares of the company’s stock in a transaction dated Friday, June 3rd. The stock was sold at an average price of $166.63, for a total value of $667,353.15. The disclosure for this sale can be found here. 0.11% of the stock is currently owned by insiders.

AXP has been the subject of several research reports. Robert W. Baird upgraded American Express from a “neutral” rating to an “outperform” rating and set a $175.00 price target for the company in a research report on Friday, June 17th. Morgan Stanley boosted their price target on American Express from $218.00 to $223.00 and gave the stock an “overweight” rating in a research report on Monday, March 28th. StockNews.com initiated coverage on American Express in a research note on Thursday, March 31st. They set a “hold” rating on the stock. JPMorgan Chase & Co. lowered American Express from an “overweight” rating to a “neutral” rating and set a $200.00 price objective on the stock. in a research note on Monday, April 11th. Finally, Edward Jones raised American Express from a “hold” rating to a “buy” rating in a research note on Monday, June 6th. One equity research analyst has rated the stock with a sell rating, twelve have issued a hold rating and nine have given a buy rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $194.17.

About American Express: (Get Rating)

American Express Company, together with its subsidiaries, provides charge and credit payment card products, and travel-related services worldwide. The company operates through three segments. Global Consumer Services Group, Global Commercial Services, and Global Merchant and Network Services. Its products and services include payment and financing products; network services; accounts payable expense management products and services; and travel and lifestyle services.

See also:

Want to see what other hedge funds are holding AXP? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for American Express (NYSE:AXP – Get Rating).

Institutional Ownership by Quarter for American Express (NYSE:AXP)

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Finança Tags:02581610:, 13F:, American Express:, AXP:, Finance:, Hedge Fund Holdings:, Institutional Investor Holdings:, NYSE:AXP:, SEC Filings:

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