Grantham Mayo Van Otterloo & Co. LLC Has $19.47 Million Stock Holdings in American Express Company $AXP

Grantham Mayo Van Otterloo & Co. LLC decreased its position in American Express Company (NYSE:AXP) by 21.4% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 58,610 shares of the payment services company’s stock after selling 15,991 shares during the quarter. Grantham Mayo Van Otterloo & Co. LLC’s holdings in American Express were worth $19,468,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of AXP. Munich Reinsurance Co Stock Corp in Munich bought a new stake in American Express during the third quarter valued at about $334,000. Ameriflex Group Inc. increased its stake in shares of American Express by 161.6% in the third quarter. Ameriflex Group Inc. now owns 675 shares of the payment services company’s stock worth $224,000 after purchasing an additional 417 shares during the period. Angeles Wealth Management LLC increased its stake in shares of American Express by 1.7% in the third quarter. Angeles Wealth Management LLC now owns 2,955 shares of the payment services company’s stock worth $982,000 after purchasing an additional 48 shares during the period. Blair William & Co. IL lifted its position in shares of American Express by 3.7% during the 3rd quarter. Blair William & Co. IL now owns 703,490 shares of the payment services company’s stock worth $233,671,000 after purchasing an additional 24,920 shares during the last quarter. Finally, Baltimore Washington Financial Advisors Inc. lifted its position in shares of American Express by 11.0% during the 3rd quarter. Baltimore Washington Financial Advisors Inc. now owns 945 shares of the payment services company’s stock worth $314,000 after purchasing an additional 94 shares during the last quarter. 84.33% of the stock is currently owned by institutional investors and hedge funds.

American Express Stock Down 2.1%

NYSE AXP opened at $300.83 on Monday. The company has a current ratio of 1.59, a quick ratio of 1.58 and a debt-to-equity ratio of 1.68. The stock’s 50 day moving average is $350.90 and its two-hundred day moving average is $349.62. The company has a market capitalization of $206.55 billion, a price-to-earnings ratio of 19.55, a PEG ratio of 1.27 and a beta of 1.14. American Express Company has a 1-year low of $220.43 and a 1-year high of $387.49.

American Express (NYSE:AXP) last issued its earnings results on Friday, January 30th. The payment services company reported $3.53 earnings per share (EPS) 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 analyst estimates of $18.91 billion. American Express had a return on equity of 33.49% and a net margin of 15.00%.The company’s quarterly revenue was up 10.5% on a year-over-year basis. During the same period in the previous year, the company posted $3.04 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Equities analysts forecast that American Express Company will post 15.33 earnings per share for the current fiscal year.

American Express Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Friday, April 3rd will be given a $0.95 dividend. This represents a $3.80 dividend on an annualized basis and a yield of 1.3%. This is a positive change from American Express’s previous quarterly dividend of $0.82. The ex-dividend date is Thursday, April 2nd. American Express’s dividend payout ratio (DPR) is currently 24.69%.

Analysts Set New Price Targets

A number of research firms have issued reports on AXP. Wolfe Research assumed coverage on American Express in a report on Monday, December 8th. They issued a “peer perform” rating on the stock. Wells Fargo & Company increased their price objective on American Express from $400.00 to $425.00 and gave the company an “overweight” rating in a research report on Wednesday, December 17th. Barclays boosted their target price on shares of American Express from $355.00 to $367.00 and gave the stock an “equal weight” rating in a research report on Tuesday, January 6th. Wall Street Zen downgraded shares of American Express from a “buy” rating to a “hold” rating in a report on Sunday, November 9th. Finally, UBS Group restated a “neutral” rating and issued a $395.00 price target on shares of American Express in a research report on Wednesday, February 4th. Nine equities research analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $352.73.

Insider Buying and Selling

In other news, insider Howard Grosfield sold 8,134 shares of the company’s stock in a transaction dated 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 sale, the insider owned 9,433 shares of the company’s stock, valued at approximately $3,270,704.09. This represents a 46.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Denise Pickett sold 23,385 shares of the stock in a transaction dated 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 sale, the insider owned 7,754 shares of the company’s stock, valued at $2,767,480.14. This trade represents a 75.10% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 73,944 shares of company stock valued at $26,114,366. 0.20% of the stock is owned by insiders.

American Express News Summary

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

• Positive Sentiment: Board approved a 16% quarterly dividend increase to $0.95 and emphasized shareholder returns, a supportive sign for income-focused investors. American Express Announces 16% Increase in Quarterly Dividend
• Positive Sentiment: New long-term stadium and NFL team partnerships aim to drive card engagement and incremental transactions in key metro markets — a revenue/TPV growth lever for premium cardholders. American Express announces stadium, NFL team partnerships
• Positive Sentiment: Company is expanding tech initiatives (AI partner Traversal) and planning a new World Trade Center HQ, signaling investment in operations and long-term productivity improvements. American Express Taps AI And Sports Deals As Stock Trades Below Targets
• Neutral Sentiment: Valuation write-ups note the dividend hike and partnerships but also point out the recent pullback — useful context for investors reassessing entry points. Taking A Fresh Look At American Express (AXP) Valuation After Dividend Hike And New Sports Partnerships
• Neutral Sentiment: Company updated its Q1 earnings date and will webcast the annual meeting — housekeeping items that provide upcoming catalysts/communication opportunities. American Express Updates First-Quarter 2026 Earnings Date and Plans to Host Live Audio Webcast of Annual Meeting of Shareholders
• Negative Sentiment: Commentary says the current slide looks more sentiment-driven than business-driven — highlighting panic selling and momentum losses as drivers of the near-term weakness. American Express Stock’s Slide Worsens as Shares Hit $300. Time to Buy?
• Negative Sentiment: Short interest has risen materially, indicating growing bearish positioning that can amplify downward moves. American Express Company (NYSE:AXP) Sees Large Increase in Short Interest
• Negative Sentiment: New premium cards from competitors (Robinhood’s $695 Platinum) are being positioned against Amex’s lucrative premium card franchise — potential pressure on market share and fee income over time. Robinhood’s new $695 Platinum card vs $895 Amex Platinum: Which one has better perks?
• Negative Sentiment: Analysis pointing to a ~12% slip in March cites concerns about disruption (AI, competition) and investor rotation away from expensive financial names. Why American Express Stock Slipped 12% In March

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.