Tema Etfs LLC Buys Shares of 9,346 American Express Company $AXP

Tema Etfs LLC purchased a new position in shares of American Express Company (NYSE:AXP) in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 9,346 shares of the payment services company’s stock, valued at approximately $3,104,000.

Several other large investors also recently added to or reduced their stakes in AXP. Briaud Financial Planning Inc bought a new position in American Express during the second quarter worth about $26,000. Access Investment Management LLC purchased a new stake in shares of American Express during the 2nd quarter valued at approximately $26,000. Halbert Hargrove Global Advisors LLC boosted its holdings in American Express by 210.7% in the 3rd quarter. Halbert Hargrove Global Advisors LLC now owns 87 shares of the payment services company’s stock worth $29,000 after buying an additional 59 shares during the period. Chung Wu Investment Group LLC purchased a new stake in shares of American Express during the second quarter worth $37,000. Finally, Howard Hughes Medical Institute purchased a new stake in shares of American Express during the second quarter worth $38,000. Hedge funds and other institutional investors own 84.33% of the company’s stock.

Insider Buying and Selling

In related news, CMO Elizabeth Rutledge sold 50,000 shares of the stock in a transaction on Friday, October 31st. The stock was sold at an average price of $360.21, for a total value of $18,010,500.00. Following the transaction, the chief marketing officer owned 85,577 shares of the company’s stock, valued at $30,825,691.17. This represents a 36.88% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Douglas Tabish sold 2,515 shares of the firm’s stock in a transaction dated Thursday, October 23rd. The shares were sold at an average price of $355.61, for a total value of $894,359.15. Following the sale, the insider owned 2,515 shares in the company, valued at $894,359.15. The trade was a 50.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 57,515 shares of company stock worth $20,658,509. Corporate insiders own 0.20% of the company’s stock.

American Express Stock Down 1.9%

Shares of NYSE AXP opened at $375.79 on Monday. The company has a current ratio of 1.61, a quick ratio of 1.59 and a debt-to-equity ratio of 1.78. The business has a 50-day moving average of $369.05 and a 200-day moving average of $339.88. The firm has a market capitalization of $258.86 billion, a price-to-earnings ratio of 25.22, a PEG ratio of 1.57 and a beta of 1.15. American Express Company has a 12 month low of $220.43 and a 12 month high of $387.49.

American Express (NYSE:AXP) last announced its earnings results on Friday, January 30th. The payment services company reported ($11.85) earnings per share for the quarter, missing analysts’ consensus estimates of $3.56 by ($15.41). American Express had a net margin of 14.97% and a return on equity of 33.41%. The company had revenue of ($17,139.00) million during the quarter, compared to analysts’ expectations of $18.91 billion. Sell-side analysts expect 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 will be paid on Tuesday, February 10th. Investors of record on Friday, January 2nd will be given a $0.82 dividend. The ex-dividend date is Friday, January 2nd. This represents a $3.28 annualized dividend and a yield of 0.9%. American Express’s payout ratio is 22.01%.

Key Stories Impacting American Express

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

• Positive Sentiment: American Express confirmed management will participate in the UBS Financial Services Conference on Feb. 10 — gives investors direct access to management for questions on margins, lending trends and guidance. American Express to Participate in UBS Financial Services Conference
• Positive Sentiment: TD Cowen raised its price target to $375 (maintaining a Hold), a modest vote of confidence that suggests limited near-term downside from their view. Benzinga
• Positive Sentiment: Analysis pieces highlight product momentum and strength with younger premium cardholders, which supports the longer-term card-spend and customer-retention bull case for AXP. Does AXP’s Younger Premium Cardholders and Product Momentum Change The Bull Case For American Express?
• Neutral Sentiment: Coverage and analyst views remain mixed — some outlets list American Express among names with divergent analyst opinions, reflecting varied views on growth vs. credit/lending risks. Analysts’ Opinions Are Mixed on These Financial Stocks
• Neutral Sentiment: Benzinga and other aggregator pieces compile multiple analyst viewpoints (9 experts) — useful for context but not a single clear catalyst. The Analyst Verdict: American Express In The Eyes Of 9 Experts
• Neutral Sentiment: Broader market narratives (e.g., lists of largest stable holdings after Berkshire’s leadership change) may affect investor appetite for big-cap financials, but impacts on AXP are indirect and uncertain. 74% of the $317B Portfolio … 8 Unstoppable Stocks
• Negative Sentiment: President Trump called for a one-year 10% cap on credit-card interest rates starting Jan. 20 — he provided no implementation details, but the proposal elevates regulatory and political risk for card issuers and is cited by the market as a key reason for selling in AXP today. Trump calls for a one-year 10% cap on credit card interest in a Truth Social post Trump calls one year cap on credit card interest rates at 10%

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on AXP shares. DZ Bank upgraded American Express from a “sell” rating to a “hold” rating and set a $340.00 price objective on the stock in a research note on Tuesday, October 21st. TD Cowen lifted their target price on American Express from $350.00 to $375.00 and gave the company a “hold” rating in a report on Thursday. BTIG Research upped their price target on American Express from $277.00 to $307.00 and gave the company a “sell” rating in a research report on Friday, October 17th. UBS Group increased their price target on shares of American Express from $330.00 to $340.00 and gave the stock a “neutral” rating in a report on Tuesday, October 7th. Finally, HSBC set a $295.00 price objective on shares of American Express and gave the company a “hold” rating in a research note on Friday, October 10th. Nine analysts have rated the stock with a Buy rating, seventeen have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $343.95.

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.