American Express Company $AXP Shares Acquired by Fisher Asset Management LLC

Fisher Asset Management LLC increased its stake in American Express Company (NYSE:AXP) by 1.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,881,546 shares of the payment services company’s stock after acquiring an additional 146,586 shares during the period. American Express makes up about 1.1% of Fisher Asset Management LLC’s holdings, making the stock its 25th largest holding. Fisher Asset Management LLC owned about 1.29% of American Express worth $2,950,095,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of AXP. Valley Wealth Managers Inc. boosted its stake in shares of American Express by 153.3% in the 3rd quarter. Valley Wealth Managers Inc. now owns 76 shares of the payment services company’s stock valued at $25,000 after buying an additional 46 shares during the period. Manning & Napier Advisors LLC purchased a new stake in shares of American Express during the third quarter worth approximately $27,000. Access Investment Management LLC acquired a new stake in American Express in the second quarter valued at approximately $26,000. Guerra Advisors Inc purchased a new position in American Express in the third quarter worth approximately $28,000. Finally, Halbert Hargrove Global Advisors LLC grew its holdings in 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 worth $29,000 after acquiring an additional 59 shares in the last quarter. 84.33% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on AXP shares. Royal Bank Of Canada restated an “outperform” rating and issued a $425.00 price objective on shares of American Express in a report on Monday, January 12th. The Goldman Sachs Group reissued a “buy” rating and issued a $420.00 target price on shares of American Express in a report on Tuesday, January 6th. Truist Financial decreased their price target on American Express from $420.00 to $400.00 and set a “buy” rating for the company in a report on Monday, February 2nd. Wells Fargo & Company upped their price objective on American Express from $400.00 to $425.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 17th. Finally, BTIG Research reissued a “sell” rating and set a $328.00 target price on shares of American Express in a research report on Monday, February 2nd. Nine equities research analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $352.73.

Insider Buying and Selling at American Express

In related news, insider Denise Pickett sold 23,385 shares of the stock in a transaction on Thursday, February 5th. The shares were sold at an average price of $356.91, for a total transaction of $8,346,340.35. Following the completion of the sale, the insider owned 7,754 shares in the company, valued at $2,767,480.14. This represents a 75.10% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Howard Grosfield sold 8,134 shares of American Express 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 in the company, valued at approximately $3,270,704.09. This represents a 46.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 73,944 shares of company stock valued at $26,114,366. 0.20% of the stock is currently owned by insiders.

Key American Express News

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

• Positive Sentiment: Large corporate real-estate move could be seen as a long-term vote of confidence in the business and NYC hub status; American Express will relocate its global HQ to 2 World Trade Center, a project that supports the firm’s long-term footprint and corporate visibility. American Express to move into new headquarters in final World Trade Center building
• Neutral Sentiment: Earlier session headlines and analyst coverage noted a rebound in AXP tied to macro / AI commentary (Nvidia CEO remarks) and mentions in listicles, but these items appear to have had only temporary upside ahead of today’s sell-off. Why the Market Dipped But American Express (AXP) Gained Today
• Negative Sentiment: Headline focus on AI-driven workforce cuts prompted fresh investor concern and selling pressure, cited in market commentary as a near-term catalyst for the drop. Is It Time to Sell American Express Stock?
• Negative Sentiment: Unusual options activity: buyers bought ~21,709 put contracts (≈31% above average), indicating elevated short-term bearish bets and hedging demand that can amplify downside. (No direct article link provided.)
• Negative Sentiment: Short interest rose ~20% in February to ~8.6M shares, increasing the proportion of shares sold short and adding downward pressure risk if sentiment worsens. (Data summary provided in market feeds.)
• Negative Sentiment: Opinion / analysis pieces are flagging AXP’s YTD pullback (roughly mid-February-to-date slump and discussion of whether the fall is a buying opportunity or structural warning), which can drive momentum-based selling. American Express Has Slumped: Is It a Bargain or a Red Flag?

American Express Stock Performance

NYSE AXP opened at $307.93 on Monday. The company has a fifty day moving average of $358.41 and a two-hundred day moving average of $349.62. The company has a market capitalization of $211.43 billion, a PE ratio of 20.01, a P/E/G ratio of 1.31 and a beta of 1.15. American Express Company has a 1 year low of $220.43 and a 1 year high of $387.49. The company has a debt-to-equity ratio of 1.68, a current ratio of 1.59 and a quick ratio of 1.58.

American Express (NYSE:AXP) last posted its earnings results 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 analysts’ expectations of $18.91 billion. American Express had a net margin of 15.00% and a return on equity of 33.49%. The firm’s revenue for the quarter was up 10.5% on a year-over-year basis. During the same period in the previous year, the firm posted $3.04 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, analysts expect that American Express Company will post 15.33 earnings per share for the current year.

American Express Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, February 10th. Stockholders of record on Friday, January 2nd were issued a $0.82 dividend. This represents a $3.28 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend was Friday, January 2nd. American Express’s dividend payout ratio is presently 21.31%.

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.