American Express Company $AXP Shares Sold by Davis Selected Advisers

Davis Selected Advisers trimmed its position in American Express Company (NYSE:AXP) by 8.3% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 247,940 shares of the payment services company’s stock after selling 22,560 shares during the period. Davis Selected Advisers’ holdings in American Express were worth $82,356,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of AXP. Valley Wealth Managers Inc. boosted its holdings in shares of American Express by 153.3% in the third quarter. Valley Wealth Managers Inc. now owns 76 shares of the payment services company’s stock valued at $25,000 after acquiring an additional 46 shares in the last quarter. Manning & Napier Advisors LLC purchased a new position in American Express during the third quarter worth about $27,000. Measured Wealth Private Client Group LLC purchased a new position in American Express during the third quarter worth about $28,000. Guerra Advisors Inc acquired a new stake in American Express in the third quarter valued at about $28,000. Finally, 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 valued at $29,000 after purchasing an additional 59 shares in the last quarter. 84.33% of the stock is owned by institutional investors and hedge funds.

American Express Price Performance

AXP stock opened at $293.99 on Thursday. The firm has a 50 day moving average of $339.01 and a 200-day moving average of $348.31. The company has a market cap of $201.86 billion, a price-to-earnings ratio of 19.10, a PEG ratio of 1.27 and a beta of 1.14. The company has a current ratio of 1.59, a quick ratio of 1.58 and a debt-to-equity ratio of 1.68. American Express Company has a 12-month low of $220.43 and a 12-month high of $387.49.

American Express (NYSE:AXP) last released its quarterly earnings results 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). American Express had a return on equity of 33.49% and a net margin of 15.00%.The firm had revenue of ($17,139.00) million during the quarter, compared to analyst estimates of $18.91 billion. During the same quarter in the prior year, the company earned $3.04 EPS. The business’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. As a group, equities analysts expect that American Express Company will post 15.33 EPS for the current fiscal year.

American Express Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Friday, April 3rd will be issued a $0.95 dividend. This represents a $3.80 annualized dividend 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 of this dividend is Thursday, April 2nd. American Express’s dividend payout ratio is currently 21.31%.

More American Express News

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

• Positive Sentiment: Amid recent weakness some investors view AXP as a buy-the-dip with intact growth and shareholder returns—the company recently raised its dividend ~16% and bulls point to continued top- and bottom-line momentum. 1 Top Dividend Stock to Buy With Double-Digit Dividend and Earnings Growth
• Positive Sentiment: Some analysts and commentators call AXP an attractive dip-buy, citing continued growth, strong ROE and the company’s guidance for 2026—this support may cap downside. American Express Is An Attractive Dip Buy As Growth Continues
• Neutral Sentiment: Comparative analysis highlights Visa’s network model, cross-border strength and ecosystem investments as competitive advantages vs. AXP, underscoring sector dynamics investors should watch but not an immediate company-specific headwind. Visa vs. American Express: Which Stock Has the Better Charge?
• Neutral Sentiment: Bank of America trimmed AXP’s price target by a small amount but kept a Buy rating after February operating results; this is a minor revision rather than a negative rerating. Bank of America Sees Stable Credit Trends in American Express (AXP) Update
• Neutral Sentiment: Coverage notes and analyst commentary are mixed—some sources present conflicted views on AXP’s near-term trajectory, contributing to investor uncertainty rather than a clear directional trigger. Analysts Offer Insights on Financial Companies: American Express (AXP) and Cboe Global Markets (CBOE)
• Negative Sentiment: High-volume put option purchases point to increased short-term bearish positioning and hedging activity, which can amplify downward pressure on the stock. Stock Traders Purchase High Volume of American Express Put Options (NYSE:AXP)
• Negative Sentiment: BTIG issued a pessimistic forecast for AXP’s share price, adding fresh negative analyst sentiment that likely weighed on investor confidence. BTIG Research Issues Pessimistic Forecast for American Express (NYSE:AXP) Stock Price
• Negative Sentiment: Market commentary flagged why AXP fell more than the broader market today, summarizing the mix of negative notes and option activity as drivers of the larger decline. Here’s Why American Express (AXP) Fell More Than Broader Market

Insider Transactions at American Express

In related news, insider Anna Marrs sold 27,425 shares of the 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 sale, the insider directly owned 20,394 shares of the company’s stock, valued at approximately $7,138,103.94. This represents a 57.35% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Howard Grosfield sold 8,134 shares of the firm’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $346.73, for a total transaction of $2,820,301.82. Following the transaction, the insider owned 9,433 shares of the company’s stock, valued at $3,270,704.09. This trade represents a 46.30% 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. Corporate insiders own 0.20% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have issued reports on the company. Truist Financial dropped their target price on American Express from $420.00 to $400.00 and set a “buy” rating on the stock in a research report on Monday, February 2nd. Wells Fargo & Company lifted their price target on American Express from $400.00 to $425.00 and gave the company an “overweight” rating in a research note on Wednesday, December 17th. Evercore set a $393.00 price objective on American Express in a report on Tuesday, February 10th. Credit Suisse Group set a $328.00 price objective on American Express in a research report on Monday, January 12th. Finally, UBS Group reissued a “neutral” rating and issued a $395.00 target price on shares of American Express in a report on Wednesday, February 4th. Nine investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, American Express has an average rating of “Hold” and a consensus target price of $354.86.

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.