Longbow Finance SA Purchases 5,005 Shares of American Express Company $AXP

Longbow Finance SA lifted its position in American Express Company (NYSE:AXP) by 17.7% during the 3rd quarter, HoldingsChannel reports. The firm owned 33,278 shares of the payment services company’s stock after buying an additional 5,005 shares during the period. American Express comprises about 1.1% of Longbow Finance SA’s investment portfolio, making the stock its 28th biggest position. Longbow Finance SA’s holdings in American Express were worth $11,054,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Brighton Jones LLC boosted its position in shares of American Express by 24.4% during the 4th quarter. Brighton Jones LLC now owns 6,481 shares of the payment services company’s stock valued at $1,924,000 after acquiring an additional 1,273 shares during the last quarter. Sivia Capital Partners LLC increased its position in shares of American Express by 13.0% in the second quarter. Sivia Capital Partners LLC now owns 1,738 shares of the payment services company’s stock worth $554,000 after purchasing an additional 200 shares during the last quarter. Allspring Global Investments Holdings LLC raised its stake in American Express by 26.1% in the second quarter. Allspring Global Investments Holdings LLC now owns 60,289 shares of the payment services company’s stock valued at $19,445,000 after purchasing an additional 12,476 shares in the last quarter. Axxcess Wealth Management LLC lifted its position in American Express by 42.0% during the second quarter. Axxcess Wealth Management LLC now owns 5,195 shares of the payment services company’s stock valued at $1,657,000 after purchasing an additional 1,536 shares during the last quarter. Finally, Harbour Investments Inc. grew its stake in American Express by 4.5% in the 2nd quarter. Harbour Investments Inc. now owns 5,808 shares of the payment services company’s stock worth $1,852,000 after buying an additional 248 shares in the last quarter. Hedge funds and other institutional investors own 84.33% of the company’s stock.

Trending Headlines about American Express

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

• Positive Sentiment: Company set 2026 EPS guidance of $17.30–$17.90 (midpoint above Street), and management flagged 9–10% revenue growth — supports forward earnings expectations and helps justify valuation. Article: AXP anticipates a strong 2026 profit
• Positive Sentiment: Premium/affluent card spending remains a key growth driver; analysts and outlets emphasize resilient credit trends and durable premium travel/experience demand that underpin revenue and fee income. Article: AXP anticipates strong 2026 profit (Yahoo)
• Positive Sentiment: Expanded NBA partnership and marketing push aimed at experience-focused, higher‑spend cardholders — a strategic move to drive new premium activations and engagement. Article: American Express expands NBA ties
• Neutral Sentiment: Management’s UBS conference presentation provided additional disclosure on strategy and metrics — useful for modelling but not an immediate catalyst by itself. Article: AXP presents at UBS conference
• Neutral Sentiment: Company boosted funding with new debt issuances — improves liquidity and funding flexibility but increases leverage/interest‑cost exposure; investor impact depends on terms. Article: American Express boosts funding with new debt issuances
• Negative Sentiment: Insider selling: a senior insider sold 15,000 shares (~$5.35M) on Feb 9 — large insider sales can raise short‑term concern about insider conviction even if not uncommon at large firms. Article: AXP insider sells $5.35M
• Negative Sentiment: Analyst/market pressure: a few firms trimmed targets or left neutral ratings and MarketWatch noted AXP underperformed peers — analyst downgrades/PT cuts and relative weakness can trigger short‑term selling. Article: AXP underperforms peers

American Express Stock Down 3.2%

AXP opened at $342.62 on Friday. American Express Company has a fifty-two week low of $220.43 and a fifty-two week high of $387.49. The company has a debt-to-equity ratio of 1.68, a quick ratio of 1.66 and a current ratio of 1.59. The stock has a market cap of $235.24 billion, a price-to-earnings ratio of 22.26, a price-to-earnings-growth ratio of 1.50 and a beta of 1.14. The firm’s fifty day moving average is $367.70 and its 200 day moving average is $346.43.

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

American Express Dividend Announcement

The business also recently announced 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 1.0%. The ex-dividend date of this dividend was Friday, January 2nd. American Express’s payout ratio is 21.31%.

Insiders Place Their Bets

In other news, insider Denise Pickett sold 23,385 shares of American Express stock in a transaction on Thursday, February 5th. The stock was 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 directly owned 7,754 shares in the company, valued at approximately $2,767,480.14. This trade represents a 75.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Ravikumar Radhakrishnan sold 15,000 shares of the business’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $356.58, for a total transaction of $5,348,700.00. Following the sale, the insider directly owned 8,945 shares of the company’s stock, valued at $3,189,608.10. This represents a 62.64% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 65,810 shares of company stock worth $23,294,065 in the last 90 days. 0.20% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several analysts have recently weighed in on the stock. UBS Group restated a “neutral” rating and set a $395.00 price objective on shares of American Express in a research report on Wednesday, February 4th. Compass Point reaffirmed a “neutral” rating and set a $324.00 price target on shares of American Express in a research note on Monday, October 20th. DZ Bank upgraded shares of American Express from a “sell” rating to a “hold” rating and set a $340.00 price objective for the company in a report on Tuesday, October 21st. Credit Suisse Group set a $328.00 target price on shares of American Express in a research report on Monday, January 12th. Finally, TD Cowen reissued a “hold” rating on shares of American Express in a research report on Thursday, January 8th. Nine equities research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $354.78.

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.