American Express (AXP), The Longest-Held Position of Warren Buffett; See Why

American Express Company (NYSE:AXP) is 1 of the best Warren Buffett stocks.

During the archetypal question of user recognition successful the 1960s, American Express Company (NYSE:AXP) drew Buffett’s attention, prompting his acquisition of a 5% involvement successful the company. The institution remains 1 of Berkshire Hathaway’s longest-held positions, appreciating importantly implicit the years. As of Q4 2025, the involvement had grown to much than $56 billion, a monolithic summation from the Q4 2010 stake, valued astatine implicit $6.51 billion.

Meanwhile, American Express Company (NYSE:AXP) enjoys the assurance of hedge funds, with 83 retired of 1,041 hedge funds remaining bullish connected the stock. The combined hedge money involvement successful the institution totals $61.45 cardinal arsenic of Q4 2025.

As of the aforesaid period, billionaire sentiment remains beardown arsenic well, with 22 retired of 107 billionaires remaining bullish connected American Express Company (NYSE:AXP), which translates into a $60.47 cardinal stake.

The bullish lawsuit for American Express is built connected resilient spending from affluent customers, beardown request for premium cards, and a concern exemplary that continues to construe lawsuit engagement into net maturation and shareholder returns. While the banal is down 10% year-to-date, it climbed implicit 12% implicit the past month, arsenic of April 20, 2026.

Meanwhile, discussing American Express Company (NYSE:AXP) successful its Q4 2025 capitalist letter, GAMCO Investors, a diversified plus absorption firm, grouped AXP with different fiscal holdings that are benefitting from a steeper output curve, a betterment successful deal-making activity, a beardown equity market, and coagulated spending by wealthier customers.

Additionally, Bretton Fund, a communal fund, expressed a akin presumption much straight successful its Q4 capitalist letter, noting that cardholders continued to walk and marque timely payments, portion the Platinum Card remained successful precocious request contempt expanding competition. The steadfast besides highlighted that EPS grew 15% and the banal delivered a 26% instrumentality during the quarter.

Jim Cramer commented astatine the commencement of April:

“I deliberation that American Express was 1 of the worst performers. I deliberation American Express down 17% seems beauteous absorbing to me. I’m consenting to instrumentality a, I hatred to accidental this, but a flyer, connected immoderate of these question names, betting that they were excessively linked with gasoline. With gasoline, present breaching 4 dollars, but it tin commencement coming down if the President says tonight, that the war’s going to extremity soon.”

Management’s fourth-quarter 2025 commentary earlier successful 2026 supplemented this outlook.

The institution reported grounds full-year 2025 gross of $72 cardinal and EPS of $15.38, with card-fee maturation successful the treble digits for the 30th consecutive 4th and beardown recognition quality. Millennials and Gen Z accounted for the largest stock of U.S. user spending, portion request for premium products remained strong. The institution besides guided 2026 gross maturation of 9% to 10%, EPS successful the scope of $17.30 to $17.90, and a planned 16% summation successful its dividend.