MOR Wealth Management LLC Buys New Stake in American Express Company $AXP

MOR Wealth Management LLC purchased a new stake in American Express Company (NYSE:AXP) in the 4th quarter, according to its most recent filing with the SEC. The institutional investor purchased 1,938 shares of the payment services company’s stock, valued at approximately $717,000.

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. Ameriprise Financial Inc. grew its position in American Express by 27.0% in the third quarter. Ameriprise Financial Inc. now owns 3,970,416 shares of the payment services company’s stock valued at $1,310,515,000 after acquiring an additional 845,283 shares in the last quarter. 1832 Asset Management L.P. boosted its stake in shares of American Express by 46,746.2% in the second quarter. 1832 Asset Management L.P. now owns 542,479 shares of the payment services company’s stock valued at $173,040,000 after purchasing an additional 541,321 shares during the period. Amundi grew its holdings in American Express by 23.9% during the 3rd quarter. Amundi now owns 2,787,580 shares of the payment services company’s stock valued at $925,449,000 after purchasing an additional 537,205 shares in the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main increased its stake in American Express by 13.9% during the 2nd 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 during the period. Finally, Danske Bank A S acquired a new position in American Express in the 3rd quarter worth $153,292,000. Institutional investors and hedge funds own 84.33% of the company’s stock.

Wall Street Analysts Forecast Growth

AXP has been the subject of several recent analyst reports. Wells Fargo & Company raised their target price on American Express from $400.00 to $425.00 and gave the company an “overweight” rating in a research note on Wednesday, December 17th. BTIG Research reduced their price target on American Express from $328.00 to $285.00 and set a “sell” rating for the company in a report on Monday, March 16th. The Goldman Sachs Group restated a “buy” rating and set a $420.00 price objective on shares of American Express in a research note on Tuesday, January 6th. JPMorgan Chase & Co. dropped their price objective on American Express from $385.00 to $375.00 and set a “neutral” rating on the stock in a report on Monday, February 2nd. Finally, Evercore set a $393.00 price target on shares of American Express in a research note on Tuesday, February 10th. Nine equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, American Express has a consensus rating of “Hold” and a consensus target price of $352.95.

American Express News Roundup

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

• Positive Sentiment: AXP is pushing new product and technology initiatives — the company rolled out a 2% cash-back Graphite card and is expanding AI-driven tools aimed at deepening engagement with business customers, which could support spend and revenue growth over time. American Express Bets Big on AI, Cash Back in 2026 Push
• Positive Sentiment: Investor-focused coverage highlights sustained demand for premium cards and membership services, which supports higher-margin revenue streams and customer loyalty—one of the reasons long-term thesis holders remain constructive. 3 Things Every American Express Investor Needs to Know
• Neutral Sentiment: Analysis argues AXP is not materially threatened by rapid AI disintermediation of commerce today — management and analysts point to AmEx’s network, data, and premium customer base as defenses vs. “agentic AI” threats. This is more a reassurance than a near-term catalyst. Why American Express Doesn’t Fear an Agentic AI Shop-ocalypse
• Neutral Sentiment: Industry moves and competitor developments (Bread Financial, Clear Secure, travel rental players) are shaping the competitive and travel-spend backdrop; these stories can shift relative sentiment toward card issuers but are not direct AXP catalysts. BFH Stock Near 52-Week High: A Signal for Investors to Hold Tight? Hertz Stock and Other Shutdown Winners Slump as TSA Funding Truce Signals End to Travel Chaos
• Negative Sentiment: Market headlines note AXP declined more than the broader market today; short-term price pressure appears driven by recent share-price weakness and investor rotation away from higher-beta financials. Why American Express (AXP) Dipped More Than Broader Market Today
• Negative Sentiment: Investors remain sensitive to recent fundamental signals — AXP’s latest quarter showed only a very small EPS miss and management set FY‑2026 EPS guidance that the market will closely scrutinize; lingering valuation concerns and the stock’s YTD weakness keep downside risk elevated. Is It Time To Revisit American Express (AXP) After Recent Share Price Weakness?

Insider Buying and Selling at American Express

In related news, insider Ravikumar Radhakrishnan sold 15,000 shares of the stock in a transaction dated 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 sale, the insider owned 8,945 shares in the company, valued at $3,189,608.10. This represents a 62.64% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Anna Marrs sold 27,425 shares of the firm’s stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $350.01, for a total transaction of $9,599,024.25. Following the completion of the transaction, the insider directly owned 20,394 shares in the company, valued at $7,138,103.94. This represents a 57.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 73,944 shares of company stock worth $26,114,366 in the last quarter. 0.20% of the stock is currently owned by corporate insiders.

American Express Price Performance

Shares of AXP opened at $292.40 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 firm has a market cap of $200.52 billion, a price-to-earnings ratio of 19.00, a PEG ratio of 1.24 and a beta of 1.14. American Express Company has a 52 week low of $220.43 and a 52 week high of $387.49. The stock has a 50 day moving average of $329.61 and a 200-day moving average of $347.03.

American Express (NYSE:AXP) last released 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). American Express had a return on equity of 33.49% and a net margin of 15.00%.The business had revenue of ($17,139.00) million during the quarter, compared to analyst estimates of $18.91 billion. During the same period in the prior year, the firm earned $3.04 EPS. The business’s revenue for the quarter was up 10.5% compared to the same quarter last year. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, analysts forecast that American Express Company will post 15.33 EPS for the current year.

American Express Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 8th. Stockholders of record on Friday, April 3rd will be issued a $0.95 dividend. This is a boost 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 annualized dividend and a dividend yield of 1.3%. American Express’s dividend payout ratio (DPR) is presently 24.69%.

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.