Public Sector Pension Investment Board Increases Stock Position in American Express Company $AXP

Public Sector Pension Investment Board boosted its position in American Express Company (NYSE:AXP) by 1.2% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 276,091 shares of the payment services company’s stock after acquiring an additional 3,167 shares during the period. Public Sector Pension Investment Board’s holdings in American Express were worth $91,706,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Valley Wealth Managers Inc. increased its holdings in American Express by 153.3% during the 3rd quarter. Valley Wealth Managers Inc. now owns 76 shares of the payment services company’s stock valued at $25,000 after purchasing an additional 46 shares during the period. Briaud Financial Planning Inc purchased a new stake in American Express in the 2nd quarter worth approximately $26,000. Access Investment Management LLC bought a new stake in shares of American Express in the 2nd quarter worth approximately $26,000. Manning & Napier Advisors LLC purchased a new position in shares of American Express during the third quarter valued at approximately $27,000. Finally, Guerra Advisors Inc bought a new position in shares of American Express during the third quarter valued at approximately $28,000. 84.33% of the stock is owned by institutional investors.

Insider Transactions at American Express

In other American Express news, insider Anna Marrs sold 27,425 shares of the firm’s stock in a transaction dated 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. This trade represents a 57.35% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Ravikumar Radhakrishnan sold 15,000 shares of American Express stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $356.58, for a total transaction of $5,348,700.00. Following the completion of the transaction, the insider directly owned 8,945 shares of the company’s stock, valued at $3,189,608.10. This trade represents a 62.64% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 65,810 shares of company stock valued at $23,294,065. Insiders own 0.20% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts recently weighed in on the stock. DZ Bank upgraded shares of American Express from a “sell” rating to a “hold” rating and set a $340.00 price target on the stock in a report on Tuesday, October 21st. Weiss Ratings raised shares of American Express from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, December 29th. Wells Fargo & Company increased their price target on shares of American Express from $400.00 to $425.00 and gave the stock an “overweight” rating in a research note on Wednesday, December 17th. Evercore ISI set a $393.00 price objective on shares of American Express in a report on Tuesday. Finally, Morgan Stanley set a $395.00 target price on American Express in a report on Tuesday, January 20th. Nine investment analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $354.78.

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 Price Performance

Shares of AXP opened at $342.62 on Friday. The stock has a market cap of $235.24 billion, a PE ratio of 22.26, a price-to-earnings-growth ratio of 1.50 and a beta of 1.14. The company has a debt-to-equity ratio of 1.68, a quick ratio of 1.66 and a current ratio of 1.59. American Express Company has a fifty-two week low of $220.43 and a fifty-two week high of $387.49. The firm’s 50-day simple moving average is $367.70 and its two-hundred day simple moving average is $346.43.

American Express (NYSE:AXP) last released its earnings results on Friday, January 30th. The payment services company reported $3.53 earnings per share (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 for the quarter, compared to analysts’ expectations of $18.91 billion. During the same quarter in the previous year, the business posted $3.04 earnings per share. American Express’s revenue for the quarter was up 10.5% on a year-over-year basis. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Analysts anticipate that American Express Company will post 15.33 earnings per share for the current fiscal year.

American Express Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, February 10th. Shareholders of record on Friday, January 2nd were issued a $0.82 dividend. This represents a $3.28 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend was Friday, January 2nd. American Express’s payout ratio is 21.31%.

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.