Krilogy Financial LLC Purchases Shares of 5,948 American Express Company $AXP

Krilogy Financial LLC acquired a new position in shares of American Express Company (NYSE:AXP) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 5,948 shares of the payment services company’s stock, valued at approximately $2,176,000.

Other large investors have also modified their holdings of the company. Stratos Wealth Partners LTD. boosted its stake in American Express by 7.3% during the third quarter. Stratos Wealth Partners LTD. now owns 31,282 shares of the payment services company’s stock worth $10,391,000 after buying an additional 2,134 shares in the last quarter. Stratos Investment Management LLC raised its stake in shares of American Express by 1.2% in the 3rd quarter. Stratos Investment Management LLC now owns 39,958 shares of the payment services company’s stock valued at $13,273,000 after buying an additional 483 shares in the last quarter. Wealthstream Advisors Inc. boosted its position in shares of American Express by 4.0% during the 3rd quarter. Wealthstream Advisors Inc. now owns 851 shares of the payment services company’s stock valued at $283,000 after acquiring an additional 33 shares in the last quarter. Midwest Trust Co increased its stake in American Express by 9.1% in the third quarter. Midwest Trust Co now owns 6,986 shares of the payment services company’s stock valued at $2,320,000 after acquiring an additional 584 shares during the period. Finally, Wealthfront Advisers LLC raised its position in American Express by 2.6% in the third quarter. Wealthfront Advisers LLC now owns 83,170 shares of the payment services company’s stock worth $27,626,000 after purchasing an additional 2,112 shares in the last quarter. 84.33% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at American Express

In related news, insider Denise Pickett sold 23,385 shares of the business’s stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $356.91, for a total value of $8,346,340.35. Following the completion of the transaction, the insider owned 7,754 shares in the company, valued at $2,767,480.14. The trade was a 75.10% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Anna Marrs sold 27,425 shares of the stock in a transaction on 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 completion of the transaction, the insider owned 20,394 shares in the company, 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. Insiders sold a total of 65,810 shares of company stock valued at $23,294,065 over the last quarter. Corporate insiders own 0.20% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on AXP shares. Evercore set a $400.00 price objective on American Express in a report on Tuesday, January 6th. TD Cowen reaffirmed a “hold” rating on shares of American Express in a research note on Thursday, January 8th. Wells Fargo & Company increased their price objective on American Express from $400.00 to $425.00 and gave the stock an “overweight” rating in a research note on Wednesday, December 17th. Evercore ISI set a $393.00 target price on shares of American Express in a research note on Tuesday. Finally, Credit Suisse Group set a $328.00 target price on shares of American Express in a research report on Monday, January 12th. Nine equities research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $354.78.

American Express Price Performance

Shares of AXP stock opened at $354.18 on Thursday. The stock’s fifty day moving average is $368.26 and its 200-day moving average is $346.45. The company has a debt-to-equity ratio of 1.68, a quick ratio of 1.66 and a current ratio of 1.59. American Express Company has a 52 week low of $220.43 and a 52 week high of $387.49. The stock has a market capitalization of $243.18 billion, a PE ratio of 23.01, a PEG ratio of 1.54 and a beta of 1.14.

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

American Express Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, February 10th. Stockholders of record on Friday, January 2nd were paid a dividend of $0.82 per share. This represents a $3.28 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend was Friday, January 2nd. American Express’s dividend payout ratio is 21.31%.

More American Express News

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

• Positive Sentiment: Expanded NBA partnership and marketing push should support premium card activation and brand engagement, a revenue-positive move that reinforces AmEx’s focus on experience-driven cardholders. NBA, American Express announce multiyear partnership
• Positive Sentiment: Q4 miss was tiny on EPS (beat/beat context: missed by $0.01) but Zacks highlights strength in premium spending, resilient credit trends and steady FY guidance — factors that have supported investor confidence after results. AmEx’s Q4 Earnings Miss Isn’t the Whole Story
• Positive Sentiment: Management presentation at the UBS Financial Services Conference provided investor access to strategy, portfolio metrics and outlook — visibility that can support valuation once digested by attendees and analysts. American Express Presents at UBS Conference — Slideshow
• Neutral Sentiment: American Express announced new debt issuances to boost funding — improves liquidity and funding flexibility but increases leverage and interest cost exposure; market reaction depends on size/terms. American Express Boosts Funding With New Debt Issuances
• Neutral Sentiment: Coverage/transcripts from Seeking Alpha provide incremental detail from conferences and management remarks — useful for modeling but not an immediate price catalyst by itself. American Express UBS Presentation Transcript
• Negative Sentiment: MarketWatch reports AXP underperformed peers on Wednesday — relative weakness can trigger sector rebalancing outflows and weigh on the stock. American Express Co. stock underperforms Wednesday
• Negative Sentiment: Evercore left an In-Line rating but trimmed its price target, a reminder analysts may be marginally lowering expectations — analyst PT cuts can pressure shares. Why Is American Express Stock Tuesday?

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.