Navellier & Associates Inc. Has $1.07 Million Position in American Express Company $AXP

Navellier & Associates Inc. lifted its holdings in American Express Company (NYSE:AXP) by 89.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,226 shares of the payment services company’s stock after buying an additional 1,526 shares during the period. Navellier & Associates Inc.’s holdings in American Express were worth $1,072,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of AXP. Norges Bank purchased a new position in American Express during the 2nd quarter valued at about $1,897,335,000. Laurel Wealth Advisors LLC boosted its holdings in shares of American Express by 31,595.9% during the second quarter. Laurel Wealth Advisors LLC now owns 1,742,009 shares of the payment services company’s stock worth $555,666,000 after purchasing an additional 1,736,513 shares during the period. Geode Capital Management LLC boosted its holdings in shares of American Express by 11.1% during the second quarter. Geode Capital Management LLC now owns 13,487,316 shares of the payment services company’s stock worth $4,282,984,000 after purchasing an additional 1,349,746 shares during the period. Ameriprise Financial Inc. grew its position in American Express by 26.1% during the second quarter. Ameriprise Financial Inc. now owns 3,125,133 shares of the payment services company’s stock valued at $988,676,000 after purchasing an additional 646,039 shares in the last quarter. Finally, Provident Trust Co. increased its stake in American Express by 136.6% in the 2nd quarter. Provident Trust Co. now owns 1,108,971 shares of the payment services company’s stock valued at $353,740,000 after buying an additional 640,214 shares during the period. 84.33% of the stock is owned by institutional investors and hedge funds.

American Express Stock Performance

AXP opened at $363.01 on Wednesday. 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 company has a market cap of $249.25 billion, a PE ratio of 23.59, a price-to-earnings-growth ratio of 1.52 and a beta of 1.14. The stock has a 50-day moving average of $368.55 and a 200-day moving average of $346.40. American Express Company has a 52-week low of $220.43 and a 52-week high of $387.49.

American Express (NYSE:AXP) last issued its quarterly earnings data on Friday, January 30th. The payment services company reported $3.53 earnings per share for the quarter, missing analysts’ consensus estimates of $3.54 by ($0.01). The company had revenue of ($17,139.00) million during the quarter, compared to the consensus estimate 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 was up 10.5% on a year-over-year basis. During the same period in the previous year, the business posted $3.04 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, equities research analysts forecast that American Express Company will post 15.33 earnings per share for the current fiscal 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 paid a $0.82 dividend. This represents a $3.28 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date was Friday, January 2nd. American Express’s payout ratio is presently 21.31%.

More American Express News

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

• Positive Sentiment: Multiyear extension with the NBA expands AmEx’s leaguewide branding and experiential offers, which can drive premium-card acquisition and cardholder spend. NBA, American Express announce multiyear partnership extension
• Positive Sentiment: Coverage highlights the company’s push to court “experience-focused” cardholders via expanded NBA ties — a strategy that supports higher-margin spending patterns for premium cards. American Express Expands NBA Ties As It Courts Experience Focused Cardholders
• Positive Sentiment: Market articles point to the NBA deal as a near-term sentiment catalyst for the stock’s move higher, reinforcing investor interest in AmEx’s brand-driven growth initiatives. Why is American Express stock trading higher Tuesday?
• Neutral Sentiment: Management presented at the UBS Financial Services Conference; the transcript provides detail on strategy and metrics but contains no obvious surprise that would materially change near‑term consensus. Useful for analysts updating models. American Express Company (AXP) Presents at UBS Financial Services Conference 2026 Transcript
• Neutral Sentiment: Evercore ISI kept an In‑Line rating on AXP but trimmed its price target from $400 to $393 — a modest downgrade in target that partially offsets positive marketing headlines. Why Is American Express Stock Tuesday?
• Positive Sentiment: Longer-term bullish commentary (e.g., The Motley Fool coverage) reiterates AmEx’s durable competitive advantages and growth investments, which supports investor conviction beyond the headline cycle. This Buffett Stock Has Crushed the Market During the Past 5 Years. Here’s Why It’s Still a Buy Today.
• Negative Sentiment: Insider selling reported: an executive sale of roughly $9.6M in AXP stock — can be viewed as a cautionary signal for some investors about near‑term insider conviction. Insider Selling: American Express (NYSE:AXP) Insider Sells $9,599,024.25 in Stock
• Negative Sentiment: Another insider sale reported (~$8.35M) adds to the selling narrative and may temper enthusiasm among short‑term traders. Insider Selling: American Express (NYSE:AXP) Insider Sells $8,346,340.35 in Stock

Wall Street Analyst Weigh In

A number of brokerages have issued reports on AXP. 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. TD Cowen reissued a “hold” rating on shares of American Express in a research report on Thursday, January 8th. Wolfe Research initiated coverage on American Express in a research note on Monday, December 8th. They issued a “peer perform” rating on the stock. Morgan Stanley set a $395.00 price target on American Express in a research note on Tuesday, January 20th. Finally, Truist Financial lowered their price target on American Express from $420.00 to $400.00 and set a “buy” rating for the company in a research note 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 issued a Sell rating to the company. According to data from MarketBeat.com, American Express currently has an average rating of “Hold” and a consensus target price of $354.78.

Insider Buying and Selling at American Express

In other American Express news, insider Denise Pickett sold 23,385 shares of the company’s stock in a transaction dated 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 directly owned 7,754 shares in the company, valued at $2,767,480.14. This represents a 75.10% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, 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 value 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 represents a 57.35% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.20% of the stock is currently owned by corporate insiders.

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.