American Express Company $AXP Shares Purchased by Focus Partners Wealth

Focus Partners Wealth raised its holdings in American Express Company (NYSE:AXP) by 7.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 209,480 shares of the payment services company’s stock after buying an additional 13,687 shares during the quarter. Focus Partners Wealth’s holdings in American Express were worth $69,508,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Valley Wealth Managers Inc. increased its position in American Express by 153.3% during the third quarter. Valley Wealth Managers Inc. now owns 76 shares of the payment services company’s stock worth $25,000 after purchasing an additional 46 shares during the last quarter. Manning & Napier Advisors LLC acquired a new position in shares of American Express in the 3rd quarter valued at $27,000. Guerra Advisors Inc purchased a new stake in shares of American Express during the 3rd quarter valued at $28,000. Halbert Hargrove Global Advisors LLC grew its stake in shares of American Express by 210.7% during the 3rd quarter. Halbert Hargrove Global Advisors LLC now owns 87 shares of the payment services company’s stock valued at $29,000 after buying an additional 59 shares during the period. Finally, Grey Fox Wealth Advisors LLC acquired a new stake in shares of American Express during the 3rd quarter worth $34,000. Institutional investors and hedge funds own 84.33% of the company’s stock.

American Express Stock Down 0.6%

Shares of American Express stock opened at $298.05 on Tuesday. American Express Company has a twelve month low of $220.43 and a twelve month high of $387.49. The stock has a market cap of $204.64 billion, a price-to-earnings ratio of 19.37, a price-to-earnings-growth ratio of 1.27 and a beta of 1.15. 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 company has a fifty day moving average price of $342.37 and a 200 day moving average price of $348.92.

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

American Express Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 8th. Investors of record on Friday, April 3rd will be given a dividend of $0.95 per share. This is a boost from American Express’s previous quarterly dividend of $0.82. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $3.80 annualized dividend and a yield of 1.3%. American Express’s dividend payout ratio is presently 21.31%.

More American Express News

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

• Positive Sentiment: Company expanding cardmember benefits and partnerships in key markets (NY/NJ, Atlanta), supporting engagement and card spend trends which underpin revenue growth. American Express Expands Card Member Benefits
• Positive Sentiment: Longer-term demand signals: coverage pieces note younger consumer sign-ups and management’s mid-teens EPS growth target, reinforcing the company’s franchise strength and customer-acquisition pipeline. Is American Express Stock a Millionaire Maker?
• Neutral Sentiment: Valuation debate continues — AXP trades above industry multiples but below its own five‑year median; analysts differ on whether the premium is justified by durable spending and earnings growth. Is American Express a Buy Now Despite its Premium Valuation?
• Neutral Sentiment: Deeper valuation analysis: Zacks highlights AXP’s forward P/E well above peers but near its historical median, keeping the narrative mixed for value-focused investors. Zacks Valuation Analysis
• Neutral Sentiment: Credit metrics update: American Express reported largely stable credit metrics with some modest declines, suggesting asset-quality remains manageable but monitoring is warranted. TipRanks Credit Metrics Update
• Negative Sentiment: Unusually large put activity: traders bought ~43,272 put options today (≈+140% vs. average), signaling heightened bearish hedging/speculation that can amplify near-term downside.
• Negative Sentiment: Analyst cut: BTIG lowered its price target to $285 and moved to a “sell” rating, adding downward pressure by creating renewed sell-side skepticism. BTIG Price Target Cut (Benzinga)
• Negative Sentiment: Competitive threat: Robinhood’s planned platinum credit card rollout raises competitive concerns around customer acquisition and fee/rewards dynamics, which may worry investors focused on share gains and margin pressure. Robinhood Card Competitive Threat

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on AXP shares. TD Cowen reiterated a “hold” rating on shares of American Express in a report on Thursday, January 8th. Wolfe Research initiated coverage on American Express in a research note on Monday, December 8th. They set a “peer perform” rating for the company. Royal Bank Of Canada restated an “outperform” rating on shares of American Express in a report on Monday. Barclays lifted their price objective on American Express from $355.00 to $367.00 and gave the company an “equal weight” rating in a research note on Tuesday, January 6th. Finally, BTIG Research dropped their target price on shares of American Express from $328.00 to $285.00 and set a “sell” rating for the company in a research report on Monday. Nine 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. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $354.86.

Insider Buying and Selling

In other news, insider Anna Marrs sold 27,425 shares of the business’s stock in a transaction on Thursday, February 5th. The shares were sold at an average price of $350.01, for a total transaction of $9,599,024.25. Following the transaction, the insider directly owned 20,394 shares of the company’s stock, valued at approximately $7,138,103.94. The trade was a 57.35% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Howard Grosfield sold 8,134 shares of the company’s stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $346.73, for a total transaction of $2,820,301.82. Following the completion of the transaction, the insider owned 9,433 shares of the company’s stock, valued at $3,270,704.09. This trade represents a 46.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 73,944 shares of company stock worth $26,114,366 in the last 90 days. 0.20% of the stock is owned by 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.