Nutshell Asset Management Ltd Takes $797,000 Position in American Express Company $AXP

Nutshell Asset Management Ltd acquired a new position in American Express Company (NYSE:AXP) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 2,400 shares of the payment services company’s stock, valued at approximately $797,000. American Express comprises about 0.4% of Nutshell Asset Management Ltd’s holdings, making the stock its 26th biggest holding.

Several other large investors also recently added to or reduced their stakes in the business. Valley Wealth Managers Inc. increased its holdings in American Express by 153.3% during the third quarter. Valley Wealth Managers Inc. now owns 76 shares of the payment services company’s stock valued at $25,000 after buying an additional 46 shares during the last quarter. Manning & Napier Advisors LLC purchased a new position in shares of American Express during the 3rd quarter worth $27,000. Guerra Advisors Inc bought a new stake in shares of American Express during the 3rd quarter valued at $28,000. Halbert Hargrove Global Advisors LLC increased its stake in shares of 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 purchasing an additional 59 shares in the last quarter. Finally, Grey Fox Wealth Advisors LLC purchased a new stake in shares of American Express in the 3rd quarter worth $34,000. 84.33% of the stock is currently owned by institutional investors.

American Express News Roundup

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

Insider Activity at American Express

In related news, insider Ravikumar Radhakrishnan sold 15,000 shares of the company’s stock in a transaction on Monday, February 9th. The shares were 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 owned 8,945 shares in the company, valued at approximately $3,189,608.10. This represents a 62.64% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Anna Marrs sold 27,425 shares of the firm’s stock in a transaction on 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 transaction, the insider directly owned 20,394 shares of the company’s stock, valued at $7,138,103.94. The trade was a 57.35% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 73,944 shares of company stock worth $26,114,366. 0.20% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on AXP shares. Barclays lifted their target price on American Express from $355.00 to $367.00 and gave the company an “equal weight” rating in a research report on Tuesday, January 6th. TD Cowen reaffirmed a “hold” rating on shares of American Express in a research note on Thursday, January 8th. JPMorgan Chase & Co. lowered their price objective on American Express from $385.00 to $375.00 and set a “neutral” rating on the stock in a research report on Monday, February 2nd. Wall Street Zen downgraded American Express from a “buy” rating to a “hold” rating in a research note on Sunday, November 9th. Finally, Wells Fargo & Company increased their target price on shares of American Express from $400.00 to $425.00 and gave the stock an “overweight” rating in a report on Wednesday, December 17th. Nine 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 company. According to MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $352.73.

American Express Price Performance

Shares of American Express stock opened at $300.83 on Monday. 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. 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’s 50-day simple moving average is $350.90 and its 200-day simple moving average is $349.62. American Express Company has a 52 week low of $220.43 and a 52 week high of $387.49.

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). The business had revenue of ($17,139.00) million for the quarter, compared to analysts’ expectations of $18.91 billion. American Express had a return on equity of 33.49% and a net margin of 15.00%.The business’s revenue for the quarter was up 10.5% compared to the same quarter last year. During the same quarter in the prior year, the business posted $3.04 EPS. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, analysts expect that American Express Company will post 15.33 earnings per share for the current fiscal year.

American Express Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Friday, April 3rd will be issued a dividend of $0.95 per share. This is an increase from American Express’s previous quarterly dividend of $0.82. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $3.80 dividend on an annualized basis and a yield of 1.3%. American Express’s payout ratio is 24.69%.

American Express Company 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.