Nisa Investment Advisors LLC Acquires 11,057 Shares of American Express Company $AXP

Nisa Investment Advisors LLC increased its holdings in shares of American Express Company (NYSE:AXP) by 4.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 250,067 shares of the payment services company’s stock after acquiring an additional 11,057 shares during the period. American Express makes up 1.3% of Nisa Investment Advisors LLC’s investment portfolio, making the stock its 28th largest holding. Nisa Investment Advisors LLC’s holdings in American Express were worth $92,512,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Ameriprise Financial Inc. lifted its holdings in shares of American Express by 27.0% during the third quarter. Ameriprise Financial Inc. now owns 3,970,416 shares of the payment services company’s stock valued at $1,310,515,000 after purchasing an additional 845,283 shares during the last quarter. 1832 Asset Management L.P. boosted its position in shares of American Express by 46,746.2% in the 2nd quarter. 1832 Asset Management L.P. now owns 542,479 shares of the payment services company’s stock worth $173,040,000 after purchasing an additional 541,321 shares in the last quarter. Amundi grew its stake in shares of American Express by 23.9% in the 3rd quarter. Amundi now owns 2,787,580 shares of the payment services company’s stock worth $925,449,000 after buying an additional 537,205 shares during the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main grew its stake in shares of American Express by 13.9% in the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 4,342,556 shares of the payment services company’s stock worth $1,385,188,000 after buying an additional 530,967 shares during the last quarter. Finally, Danske Bank A S bought a new position in American Express during the 3rd quarter valued at approximately $153,292,000. Hedge funds and other institutional investors own 84.33% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have commented on AXP shares. Wells Fargo & Company boosted their target price on American Express from $400.00 to $425.00 and gave the stock an “overweight” rating in a report on Wednesday, December 17th. BTIG Research cut their price target on shares of American Express from $328.00 to $285.00 and set a “sell” rating on the stock in a report on Monday, March 16th. Weiss Ratings reissued a “buy (b-)” rating on shares of American Express in a research report on Friday. The Goldman Sachs Group restated a “buy” rating and issued a $420.00 price objective on shares of American Express in a report on Tuesday, January 6th. Finally, Evercore set a $393.00 target price on American Express in a research note on Tuesday, February 10th. Nine research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $352.95.

American Express Price Performance

AXP opened at $302.45 on Wednesday. The company has a debt-to-equity ratio of 1.68, a quick ratio of 1.58 and a current ratio of 1.59. The stock has a market capitalization of $207.41 billion, a P/E ratio of 19.65, a P/E/G ratio of 1.26 and a beta of 1.14. The company’s 50-day simple moving average is $327.27 and its two-hundred day simple moving average is $346.64. American Express Company has a 52-week low of $220.43 and a 52-week high of $387.49.

American Express (NYSE:AXP) last announced its quarterly earnings results 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 during the quarter, compared to the consensus estimate of $18.91 billion. During the same quarter in the prior year, the firm earned $3.04 earnings per share. The business’s revenue 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. As a group, analysts predict that American Express Company will post 15.33 EPS for the current year.

American Express Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Friday, April 3rd will be given a $0.95 dividend. 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 dividend on an annualized basis and a yield of 1.3%. American Express’s payout ratio is presently 21.31%.

Key American Express News

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

• Positive Sentiment: American Express was named the Official Payments Partner of the NFL in a multi-year global deal, which should drive branded spend, card adoption and marketing reach with affluent consumer and corporate segments. American Express named official payments partner of NFL
• Positive Sentiment: AXP expanded its business card lineup with the Graphite Business Cash Unlimited card aimed at small/medium businesses — a product push that can increase card originations, spend and fee income over time. American Express Company (AXP) Expands Business Card Lineup
• Positive Sentiment: Sell-side and research write-ups (Zacks/InsiderMonkey) highlight earnings and price momentum and keep AXP on watchlists, supporting investor interest ahead of results. American Express (AXP) Boasts Earnings & Price Momentum: Should You Buy?
• Neutral Sentiment: Analysts expect a steady, single‑digit rise in Q1 earnings; upcoming quarterly results are the next catalyst and could move the stock depending on guidance/consumer spending metrics. What to Expect From American Express’ Next Quarterly Earnings Report
• Neutral Sentiment: Coverage pieces note consumers still pay high annual card fees for premium perks — a theme that can support AmEx’s premium card economics but also highlights sensitivity to reward-value and rates. Credit card annual fees are soaring past $800. Here’s why people keep paying them—even as perks are harder to come by
• Negative Sentiment: TD Cowen cut its price target on AXP from $375 to $330 and kept a Hold rating, signaling reduced upside expectations from this analyst and adding downward pressure on sentiment. TD Cowen Lowers American Express (AXP) Price Target to $330

Insider Activity at American Express

In other American Express 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 completion of the sale, the insider directly owned 20,394 shares in the company, valued at approximately $7,138,103.94. The trade was a 57.35% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Ravikumar Radhakrishnan sold 15,000 shares of the stock in a transaction on Monday, February 9th. The shares were sold at an average price of $356.58, for a total value of $5,348,700.00. Following the transaction, the insider directly owned 8,945 shares in the company, valued at $3,189,608.10. The trade was a 62.64% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 73,944 shares of company stock worth $26,114,366. Company insiders own 0.20% of the company’s stock.

American Express Profile

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.