Level Four Advisory Services LLC Acquires 2,431 Shares of American Express Company $AXP

Level Four Advisory Services LLC increased its stake in American Express Company (NYSE:AXP) by 32.6% during the third quarter, according to its most recent filing with the SEC. The fund owned 9,878 shares of the payment services company’s stock after buying an additional 2,431 shares during the quarter. Level Four Advisory Services LLC’s holdings in American Express were worth $3,281,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in the stock. Valley Wealth Managers Inc. increased its stake in shares of American Express by 153.3% during the 3rd 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 last quarter. Access Investment Management LLC bought a new position in American Express during the second quarter valued at $26,000. Manning & Napier Advisors LLC purchased a new stake in American Express in the third quarter worth $27,000. Guerra Advisors Inc bought a new stake in shares of American Express in the third quarter valued at $28,000. Finally, Halbert Hargrove Global Advisors LLC lifted its position in shares of American Express by 210.7% during the 3rd quarter. Halbert Hargrove Global Advisors LLC now owns 87 shares of the payment services company’s stock valued at $29,000 after buying an additional 59 shares during the last quarter. Hedge funds and other institutional investors own 84.33% of the company’s stock.

Key Stories Impacting American Express

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

• Positive Sentiment: Board raises dividend 16% to $0.95 quarterly, signaling confidence in cash flow and earnings; management also reiterated double‑digit EPS growth guidance, which supports total‑return appeal for income investors. American Express Board Authorizes 16 Percent Increase in Common Shares Dividend
• Positive Sentiment: AmEx is highlighted as a winner in coverage of high‑yield savings and cash products — a reminder that its deposit and consumer‑cash products can attract low‑cost funding and support NII (net interest income). Product placement in consumer finance roundups can help deposit flows and margins. 3 Clear Winners When Exploring High-Yield Savings Accounts
• Positive Sentiment: Marketing/brand activation: American Express will sponsor the Amex x CARBONE BEACH pop‑up during Miami Grand Prix weekend — a high‑visibility hospitality tie‑in that supports premium cardmember engagement and incremental spend from affluent customers. Major Food Group and American Express to host CARBONE BEACH during FORMULA 1 CRYPTO.COM MIAMI GRAND PRIX Weekend
• Neutral Sentiment: AmEx plans a new global headquarters at 2 World Trade Center — a long‑term bet on talent, brand and scale in NYC. Investors will weigh the strategic benefits against near‑term capital/lease costs; impact on margins is uncertain but it signals long‑term commitment to growth. American Express Plans New World Trade Center HQ To Support Growth Narrative
• Neutral Sentiment: Options‑market activity has picked up interest in AXP, which can presage higher short‑term volatility or reflect directional bets by traders; this is a market‑signal to monitor but not a fundamental change. Do Options Traders Know Something About AXP Stock We Don’t?
• Neutral Sentiment: Broader context piece referencing Berkshire/HNW moves included AXP in a round‑up; Buffett‑related coverage is background market color rather than company‑specific news for AmEx investors. How Berkshire Hathaway Performed During Buffett’s Final Quarter (AXP)

Insiders Place Their Bets

In related news, insider Anna Marrs sold 27,425 shares of the company’s stock in a transaction that occurred 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 transaction, the insider directly owned 20,394 shares in the company, valued at approximately $7,138,103.94. This represents a 57.35% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Denise Pickett sold 23,385 shares of American Express stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $356.91, for a total transaction of $8,346,340.35. Following the sale, the insider owned 7,754 shares of the company’s stock, valued at approximately $2,767,480.14. The trade was a 75.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 73,944 shares of company stock worth $26,114,366 over the last three months. Company insiders own 0.20% of the company’s stock.

American Express Stock Up 0.1%

Shares of NYSE:AXP opened at $307.86 on Wednesday. The firm has a fifty day moving average price of $355.45 and a two-hundred day moving average price of $349.63. The company has a market cap of $211.38 billion, a price-to-earnings ratio of 20.00, a PEG ratio of 1.30 and a beta of 1.14. The company has a debt-to-equity ratio of 1.68, a current ratio of 1.59 and a quick ratio of 1.58. American Express Company has a one year low of $220.43 and a one year high of $387.49.

American Express (NYSE:AXP) last issued its quarterly earnings data on Friday, January 30th. The payment services company reported $3.53 earnings per share (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 analysts’ expectations of $18.91 billion. During the same quarter last year, the business posted $3.04 EPS. The company’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. Analysts anticipate that American Express Company will post 15.33 EPS for the current fiscal 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 given a dividend of $0.95 per share. This is a boost from American Express’s previous quarterly dividend of $0.82. The ex-dividend date is Thursday, April 2nd. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.2%. American Express’s dividend payout ratio is 21.31%.

Wall Street Analyst Weigh In

AXP has been the topic of a number of research reports. BTIG Research restated a “sell” rating and issued a $328.00 price objective on shares of American Express in a research note on Monday, February 2nd. Evercore set a $393.00 target price on shares of American Express in a research note on Tuesday, February 10th. Barclays upped their price target on shares of American Express from $355.00 to $367.00 and gave the company an “equal weight” rating in a research note on Tuesday, January 6th. Wells Fargo & Company lifted their price objective 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. Finally, JPMorgan Chase & Co. dropped their target price 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. Nine research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, American Express currently has a consensus rating of “Hold” and a consensus target price of $352.73.

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.