Private Advisory Group LLC Grows Holdings in American Express Company $AXP

Private Advisory Group LLC boosted its holdings in American Express Company (NYSE:AXP) by 7.5% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 34,095 shares of the payment services company’s stock after purchasing an additional 2,385 shares during the quarter. Private Advisory Group LLC’s holdings in American Express were worth $11,325,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Vanguard Group Inc. increased its position in shares of American Express by 1.3% during the second quarter. Vanguard Group Inc. now owns 46,425,262 shares of the payment services company’s stock valued at $14,808,730,000 after acquiring an additional 581,369 shares in the last quarter. Geode Capital Management LLC lifted its stake in shares of American Express by 11.1% in the 2nd 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. Norges Bank purchased a new position in shares of American Express during the 2nd quarter worth $1,897,335,000. Artisan Partners Limited Partnership grew its holdings in American Express by 3.0% during the second quarter. Artisan Partners Limited Partnership now owns 4,620,873 shares of the payment services company’s stock valued at $1,473,966,000 after purchasing an additional 133,439 shares during the period. Finally, DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main increased its position in American Express by 13.9% in the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 4,342,556 shares of the payment services company’s stock worth $1,385,188,000 after buying an additional 530,967 shares in the last quarter. 84.33% of the stock is currently owned by institutional investors.

Insider Activity at American Express

In other American Express news, insider Ravikumar Radhakrishnan sold 15,000 shares of American Express stock in a transaction on 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 sale, the insider directly owned 8,945 shares of the company’s stock, valued at $3,189,608.10. The trade was a 62.64% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Howard Grosfield sold 8,134 shares of the firm’s stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $346.73, for a total value of $2,820,301.82. Following 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 position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 73,944 shares of company stock valued at $26,114,366. 0.20% of the stock is owned by insiders.

American Express Stock Performance

Shares of NYSE:AXP opened at $345.99 on Monday. The firm has a fifty day simple moving average of $364.00 and a two-hundred day simple moving average of $348.82. American Express Company has a 52 week low of $220.43 and a 52 week high of $387.49. The company has a quick ratio of 1.58, a current ratio of 1.59 and a debt-to-equity ratio of 1.68. The stock has a market capitalization of $237.56 billion, a P/E ratio of 22.48, a PEG ratio of 1.46 and a beta of 1.14.

American Express (NYSE:AXP) last announced its quarterly earnings results on Friday, January 30th. The payment services company reported $3.53 EPS for the quarter, missing analysts’ consensus estimates 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 the consensus estimate of $18.91 billion. During the same period in the previous year, the business posted $3.04 EPS. The firm’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, analysts expect 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 paid a $0.82 dividend. This represents a $3.28 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date was Friday, January 2nd. American Express’s dividend payout ratio is currently 21.31%.

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on the company. Credit Suisse Group set a $328.00 price objective on American Express in a research report on Monday, January 12th. The Goldman Sachs Group reiterated a “buy” rating and issued a $420.00 price target on shares of American Express in a research report on Tuesday, January 6th. 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. Truist Financial dropped their target price on shares of American Express from $420.00 to $400.00 and set a “buy” rating for the company in a report on Monday, February 2nd. Finally, Wolfe Research assumed coverage on American Express in a report on Monday, December 8th. They set a “peer perform” rating on the stock. Nine equities research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $352.73.

Key Headlines Impacting American Express

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

• Positive Sentiment: Wells Fargo upgraded AXP to a Buy, providing fresh broker support that likely boosted investor confidence and buying interest. American Express (AXP) Receives a Buy from Wells Fargo
• Positive Sentiment: Analyses highlighting healthier January credit metrics and a valuation check have reduced near-term credit risk concerns and supported the stock’s earnings outlook. American Express (AXP) Valuation Check After Healthier January Credit Metrics
• Positive Sentiment: Commentary from independent outlets (Seeking Alpha, The Motley Fool) continues to frame AXP as a durable, long-term growth and dividend name, reinforcing bullish investor sentiment. American Express Outlook Remains Positive Despite Recent Volatility
• Neutral Sentiment: Broader analyst insight pieces discuss the financial sector generally and include AXP in comparative coverage—useful context but not an immediate catalyst by itself. Analysts Offer Insights on Financial Companies
• Neutral Sentiment: Macro market coverage (Dow weakness amid geopolitical tensions) is weighing on risk appetite broadly; this could limit upside for payment stocks even as company-specific news is positive. Stock Market Today: Dow Drops Amid U.S.-Iran Tensions; Warren Buffett Berkshire Holding Soars (Live Coverage)
• Negative Sentiment: Reports that American Express dropped specific board diversity criteria alongside other large firms have attracted negative ESG and reputational attention; this could draw activist scrutiny and pressure some institutional investors. American Express, Deere Drop Board Diversity Criteria as 78% Disclosure Rate Falls

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.