Greenwood Gearhart Inc. Increases Position in American Express Company $AXP

Greenwood Gearhart Inc. boosted its stake in shares of American Express Company (NYSE:AXP) by 518.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 31,525 shares of the payment services company’s stock after buying an additional 26,431 shares during the quarter. Greenwood Gearhart Inc.’s holdings in American Express were worth $10,471,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. AlphaCore Capital LLC grew its holdings in shares of American Express by 31.5% in the 3rd quarter. AlphaCore Capital LLC now owns 2,765 shares of the payment services company’s stock worth $918,000 after acquiring an additional 663 shares during the period. Catalyst Financial Partners LLC raised its position in American Express by 3.3% during the third quarter. Catalyst Financial Partners LLC now owns 2,792 shares of the payment services company’s stock worth $927,000 after acquiring an additional 90 shares during the last quarter. Fox Run Management L.L.C. purchased a new stake in shares of American Express in the third quarter valued at about $575,000. RWA Wealth Partners LLC grew its position in shares of American Express by 222.2% in the third quarter. RWA Wealth Partners LLC now owns 85,371 shares of the payment services company’s stock valued at $28,357,000 after purchasing an additional 58,873 shares during the last quarter. Finally, Cary Street Partners Financial LLC raised its position in shares of American Express by 68.4% during the 3rd quarter. Cary Street Partners Financial LLC now owns 39,662 shares of the payment services company’s stock worth $13,174,000 after purchasing an additional 16,104 shares during the last quarter. 84.33% of the stock is currently owned by institutional investors and hedge funds.

American Express Price Performance

AXP stock opened at $327.16 on Thursday. The company has a market cap of $224.63 billion, a PE ratio of 21.26, a price-to-earnings-growth ratio of 1.36 and a beta of 1.14. The company has a current ratio of 1.59, a quick ratio of 1.58 and a debt-to-equity ratio of 1.68. The stock has a 50-day moving average price of $360.59 and a two-hundred day moving average price of $349.01. American Express Company has a 12-month low of $220.43 and a 12-month high of $387.49.

American Express (NYSE:AXP) last released its quarterly earnings data on Friday, January 30th. The payment services company reported $3.53 earnings per share for the quarter, missing the consensus estimate of $3.54 by ($0.01). The firm had revenue of ($17,139.00) million during the quarter, compared to analyst estimates of $18.91 billion. American Express had a net margin of 15.00% and a return on equity of 33.49%. The business’s revenue for the quarter was up 10.5% on a year-over-year basis. During the same period in the prior year, the firm earned $3.04 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, research analysts predict that American Express Company will post 15.33 EPS for the current year.

American Express Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, February 10th. Investors of record on Friday, January 2nd were issued a $0.82 dividend. This represents a $3.28 annualized dividend and a yield of 1.0%. The ex-dividend date was Friday, January 2nd. American Express’s dividend payout ratio is currently 21.31%.

Key Stories Impacting American Express

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

• Positive Sentiment: American Express announced plans to build a new state-of-the-art global headquarters at 2 World Trade Center; the company will be sole owner and occupant and plans completion by 2031 — a signalling move of long-term commitment to New York, which can support brand, recruiting and collaboration benefits. American Express to Build New State-of-the-Art Global Headquarters at 2 World Trade Center
• Positive Sentiment: AXP deepened its NBA/WNBA partnerships to reach younger, high‑spending audiences and expand member perks and digital integrations — a revenue/engagement play that supports card spend and loyalty. American Express Deepens NBA Ties To Court Younger High Spending Fans
• Positive Sentiment: Analyses note AXP has outperformed the digital payments peer group over the past year and analysts remain cautiously optimistic — supportive context for relative strength in the sector. How Is American Express’ Stock Performance Compared to Other Digital Payments Stocks?
• Neutral Sentiment: Commentary highlights the stock has declined about 12% in 2026 despite strong 2025 results and upbeat 2026 guidance (high single‑digit revenue growth; mid‑teens EPS growth), framing AXP as a possible value/buying opportunity for long‑term investors. American Express Stock Has Fallen 12% in 2026. Time to Buy?
• Neutral Sentiment: Coverage pieces on long‑term returns and historical performance provide perspective but are unlikely to change near‑term price action. $1000 Invested In American Express 10 Years Ago Would Be Worth This Much Today
• Negative Sentiment: Short interest in AXP rose ~20% in February to ~8.62M shares (about 1.3% of float) — an uptick that can add selling pressure or increase volatility if negative sentiment grows. Source: short interest report

Analyst Ratings Changes

A number of equities research analysts have commented on the company. The Goldman Sachs Group reiterated a “buy” rating and set a $420.00 target price on shares of American Express in a report on Tuesday, January 6th. Barclays lifted their price objective on American Express from $355.00 to $367.00 and gave the stock an “equal weight” rating in a research report on Tuesday, January 6th. Truist Financial reduced their target price on shares of American Express from $420.00 to $400.00 and set a “buy” rating on the stock in a report on Monday, February 2nd. Wolfe Research assumed coverage on shares of American Express in a report on Monday, December 8th. They set a “peer perform” rating for the company. Finally, UBS Group reissued a “neutral” rating and set a $395.00 price objective on shares of American Express in a research note on Wednesday, February 4th. Nine research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, American Express currently has an average rating of “Hold” and an average price target of $352.73.

Insider Buying and Selling

In other American Express news, insider Denise Pickett sold 23,385 shares of the company’s stock in a transaction dated Thursday, February 5th. The shares were sold at an average price of $356.91, for a total value of $8,346,340.35. Following the completion of the transaction, the insider directly owned 7,754 shares of the company’s stock, valued at $2,767,480.14. This represents a 75.10% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Ravikumar Radhakrishnan sold 15,000 shares of the business’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $356.58, for a total value of $5,348,700.00. Following the completion of the transaction, the insider owned 8,945 shares in the company, valued at approximately $3,189,608.10. This trade represents a 62.64% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 73,944 shares of company stock valued at $26,114,366. 0.20% of the stock is owned by company insiders.

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.