Insight Wealth Strategies LLC Has $358,000 Stake in American Express Company $AXP

Insight Wealth Strategies LLC reduced its holdings in American Express Company (NYSE:AXP) by 95.6% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,029 shares of the payment services company’s stock after selling 22,105 shares during the period. Insight Wealth Strategies LLC’s holdings in American Express were worth $358,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Cornerstone Advisory LLC raised its position in shares of American Express by 2.9% during the 4th quarter. Cornerstone Advisory LLC now owns 1,017 shares of the payment services company’s stock valued at $376,000 after acquiring an additional 29 shares during the last quarter. Total Clarity Wealth Management Inc. boosted its position in shares of American Express by 3.4% in the 4th quarter. Total Clarity Wealth Management Inc. now owns 874 shares of the payment services company’s stock worth $323,000 after purchasing an additional 29 shares during the last quarter. Dover Advisors LLC grew its stake in shares of American Express by 0.4% during the fourth quarter. Dover Advisors LLC now owns 7,977 shares of the payment services company’s stock worth $2,951,000 after purchasing an additional 29 shares during the period. Invenio Wealth Partners LLC grew its stake in shares of American Express by 3.9% during the third quarter. Invenio Wealth Partners LLC now owns 776 shares of the payment services company’s stock worth $258,000 after purchasing an additional 29 shares during the period. Finally, Geneos Wealth Management Inc. increased its holdings in American Express by 1.0% in the fourth quarter. Geneos Wealth Management Inc. now owns 3,167 shares of the payment services company’s stock valued at $1,172,000 after purchasing an additional 30 shares during the last quarter. 84.33% of the stock is owned by institutional investors.

American Express Stock Performance

AXP stock opened at $344.10 on Thursday. American Express Company has a 1-year low of $290.97 and a 1-year high of $387.49. The company has a current ratio of 1.55, a quick ratio of 1.54 and a debt-to-equity ratio of 1.66. The firm has a market cap of $232.37 billion, a PE ratio of 20.88, a P/E/G ratio of 1.37 and a beta of 1.04. The business’s 50-day moving average price is $340.08 and its two-hundred day moving average price is $327.61.

American Express (NYSE:AXP) last announced its quarterly earnings results on Friday, July 24th. The payment services company reported $4.53 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.41 by $0.12. The company had revenue of $14.99 billion during the quarter, compared to the consensus estimate of $19.70 billion. American Express had a return on equity of 34.12% and a net margin of 15.07%.The company’s revenue for the quarter was up 10.0% compared to the same quarter last year. During the same period in the prior year, the company earned $4.08 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, research analysts forecast that American Express Company will post 17.67 earnings per share for the current year.

American Express Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, August 10th. Shareholders of record on Thursday, July 2nd were issued a dividend of $0.95 per share. This represents a $3.80 annualized dividend and a yield of 1.1%. The ex-dividend date was Thursday, July 2nd. American Express’s dividend payout ratio (DPR) is 23.06%.

Key Headlines Impacting American Express

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

• Positive Sentiment: Piper Sandler raised its price target to $405 from $396 and reiterated an “overweight” rating. The new target implies approximately 17.7% potential upside from the referenced price, signaling confidence in American Express’ earnings outlook and long-term growth. Benzinga
• Positive Sentiment: American Express is still viewed as undervalued by an intrinsic-value analysis. A Yahoo Finance commentary said the shares have returned about 120% over five years but remain below an excess-returns valuation estimate, supporting the argument that recent weakness may offer value despite valuation multiples broadly tracking the market. American Express Stock Still Looks Cheap After a 120% Five Year Run
• Positive Sentiment: Amex Ventures invested in Fazeshift, an artificial-intelligence finance platform. Fazeshift plans to expand its autonomous-agent technology beyond accounts receivable into broader finance operations. The investment gives AXP exposure to potentially efficiency-enhancing financial technology, though the near-term earnings impact is likely limited. Amex Ventures Funds Fazeshift’s Agentic AI Expansion
• Neutral Sentiment: American Express filed an amendment related to newly issued Series E preferred shares. The transaction may provide additional capital or balance-sheet flexibility, but preferred securities also create dividend and capital obligations. Investors will likely need more details on size, terms, and use of proceeds to assess the effect on common shareholders. American Express Issues New Series E Preferred Shares
• Neutral Sentiment: A report concerning billionaire Lord Sugar allegedly being denied a higher Amex credit limit could attract attention, but it is an isolated anecdote and provides little insight into AXP’s overall credit quality or financial performance. Billionaire Lord Sugar Denied Amex Credit Limit Increase

Wall Street Analyst Weigh In

AXP has been the topic of several analyst reports. Benchmark initiated coverage on American Express in a report on Monday, July 13th. They set a “buy” rating on the stock. The Goldman Sachs Group upped their price target on American Express from $360.00 to $400.00 and gave the company a “buy” rating in a research note on Tuesday, April 28th. JPMorgan Chase & Co. upgraded shares of American Express from a “neutral” rating to an “overweight” rating and increased their price target for the company from $328.00 to $400.00 in a research report on Monday, July 13th. Royal Bank Of Canada cut shares of American Express from a “moderate buy” rating to a “hold” rating in a report on Monday, July 13th. Finally, Freedom Capital raised shares of American Express from a “hold” rating to a “strong-buy” rating in a research note on Thursday, May 14th. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $373.32.

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.