Teamwork Financial Advisors LLC cut its holdings in American Express Company (NYSE:AXP) by 12.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 39,581 shares of the payment services company’s stock after selling 5,534 shares during the quarter. American Express comprises 1.5% of Teamwork Financial Advisors LLC’s portfolio, making the stock its 26th largest position. Teamwork Financial Advisors LLC’s holdings in American Express were worth $14,643,000 as of its most recent SEC filing.
Other institutional investors and hedge funds also recently made changes to their positions in the company. Valley Wealth Managers Inc. grew its stake in shares of American Express by 153.3% during the third quarter. Valley Wealth Managers Inc. now owns 76 shares of the payment services company’s stock worth $25,000 after purchasing an additional 46 shares during the period. Manning & Napier Advisors LLC bought a new position in American Express during the third quarter worth about $27,000. Guerra Advisors Inc acquired a new position in shares of American Express during the 3rd quarter worth about $28,000. Measured Wealth Private Client Group LLC acquired a new position in shares of American Express during the 3rd quarter worth about $28,000. Finally, 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 valued at $29,000 after acquiring an additional 59 shares during the last quarter. Institutional investors own 84.33% of the company’s stock.
Trending Headlines about American Express
Here are the key news stories impacting American Express this week:
- Positive Sentiment: Company raised its quarterly dividend by ~16% and is pushing digital initiatives and partnerships that expand premium customer perks and corporate product integrations — supports recurring revenue and shareholder returns. How Amex’s Dividend Hike And Digital Push At American Express (AXP) Has Changed Its Investment Story
- Positive Sentiment: AmEx expanded its corporate product by adding virtual card features for SAP Concur clients — a sales motion that can increase fee revenue and stickiness in corporate spend. Amex soups up cards for Concur
- Positive Sentiment: Market commentators (Barron’s, The Motley Fool) argue the pullback creates a buying opportunity for long-term investors, citing AmEx’s premium brand, strong returns on equity, and Berkshire Hathaway support — helps buoy contrarian demand. Visa, Mastercard and American Express Have Gotten Roughed Up. The Case for Buying the Dip.
- Neutral Sentiment: Analysis pieces consider AXP among top financial stocks to own if rates become volatile due to geopolitical risk (Iran)—this frames AXP as resilient but is macro-dependent. Is American Express (AXP) The Best Financial Stock to Buy Amid Potential Interest Rate Volatility Coming Due to Iran War
- Neutral Sentiment: Industry/tech news (BrightQuery joining FINOS) and an unrelated insurer earnings release were picked up in feeds but have no direct, material impact on AmEx fundamentals. BrightQuery Becomes Gold Member of FINOS, the Fintech Open Source Foundation, and Joins Governing Board
- Negative Sentiment: Governance pressure: the National Legal and Policy Center and anti‑DEI activists have successfully pushed some companies (including calls at firms like AmEx) to remove DEI from board selection processes — heightens regulatory/shareholder friction and could create headline risk. After notable victories, anti-DEI shareholders turn sights on Trump’s SEC
- Negative Sentiment: Market reaction pieces note recent share weakness and larger-than-market declines in recent sessions — short-term sentiment and positioning (profit-taking, lower multiple) have pressured the stock. Here’s Why American Express (AXP) Fell More Than Broader Market
Insider Buying and Selling at American Express
American Express Stock Down 0.1%
American Express stock opened at $294.76 on Monday. The company has a 50 day moving average of $335.64 and a 200-day moving average of $347.98. The company has a quick ratio of 1.58, a current ratio of 1.59 and a debt-to-equity ratio of 1.68. American Express Company has a twelve month low of $220.43 and a twelve month high of $387.49. The stock has a market capitalization of $202.38 billion, a PE ratio of 19.15, a price-to-earnings-growth ratio of 1.25 and a beta of 1.15.
American Express (NYSE:AXP – Get Free Report) last issued its quarterly earnings data 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). The company had revenue of ($17,139.00) million for 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 revenue was up 10.5% on a year-over-year basis. During the same quarter in the previous year, the business earned $3.04 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. On average, equities research analysts anticipate that American Express Company will post 15.33 EPS for the current fiscal year.
American Express Increases Dividend
The company 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 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 currently 21.31%.
Wall Street Analysts Forecast Growth
Several research analysts recently weighed in on AXP shares. 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. Wells Fargo & Company upped their target price on shares of 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 target on shares of American Express in a research report on Tuesday, February 10th. Barclays boosted their price target on shares of American Express from $355.00 to $367.00 and gave the company an “equal weight” rating in a report on Tuesday, January 6th. Finally, JPMorgan Chase & Co. lowered their price objective on shares of American Express from $385.00 to $375.00 and set a “neutral” rating for the company in a research report on Monday, February 2nd. Nine research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, American Express currently has a consensus rating of “Hold” and an average price target 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.
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