CIBC Private Wealth Group LLC Purchases 15,680 Shares of American Express Company $AXP

CIBC Private Wealth Group LLC grew its position in American Express Company (NYSE:AXP) by 7.4% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 226,643 shares of the payment services company’s stock after buying an additional 15,680 shares during the period. CIBC Private Wealth Group LLC’s holdings in American Express were worth $75,282,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in the business. Valley Wealth Managers Inc. grew its position in shares of American Express by 153.3% in the 3rd quarter. Valley Wealth Managers Inc. now owns 76 shares of the payment services company’s stock valued at $25,000 after purchasing an additional 46 shares during the period. Manning & Napier Advisors LLC acquired a new stake in American Express during the 3rd quarter worth approximately $27,000. Guerra Advisors Inc acquired a new stake in American Express during the 3rd quarter worth approximately $28,000. Measured Wealth Private Client Group LLC bought a new position in American Express in the third quarter valued at approximately $28,000. Finally, Halbert Hargrove Global Advisors LLC boosted its holdings in shares of American Express by 210.7% in the third 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 period. Institutional investors and hedge funds own 84.33% of the company’s stock.

Insider Buying and Selling

In related news, insider Ravikumar Radhakrishnan sold 15,000 shares of American Express stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $356.58, for a total value of $5,348,700.00. Following the sale, the insider owned 8,945 shares of the company’s stock, valued at approximately $3,189,608.10. The trade was a 62.64% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Denise Pickett sold 23,385 shares of the company’s stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $356.91, for a total value of $8,346,340.35. Following the sale, 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 73,944 shares of company stock worth $26,114,366 over the last 90 days. 0.20% of the stock is currently owned by insiders.

American Express Stock Performance

Shares of AXP stock opened at $293.99 on Thursday. American Express Company has a 12 month low of $220.43 and a 12 month high of $387.49. The company’s fifty day simple moving average is $339.01 and its 200-day simple moving average is $348.31. The firm has a market cap of $201.86 billion, a PE ratio of 19.10, a P/E/G ratio of 1.27 and a beta of 1.14. 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 (NYSE:AXP) last released its 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 net margin of 15.00% and a return on equity of 33.49%. The business had revenue of ($17,139.00) million during the quarter, compared to the consensus estimate of $18.91 billion. During the same period last year, the business posted $3.04 EPS. The firm’s revenue for the quarter 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 Increases Dividend

The business also recently disclosed 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 represents a $3.80 annualized dividend and a dividend yield of 1.3%. The ex-dividend date is Thursday, April 2nd. This is a positive change from American Express’s previous quarterly dividend of $0.82. American Express’s dividend payout ratio is 21.31%.

Key Stories Impacting American Express

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

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on the stock. Evercore set a $393.00 price objective on shares of American Express in a research report on Tuesday, February 10th. Barclays upped their target price on shares of American Express from $355.00 to $367.00 and gave the stock an “equal weight” rating in a research note on Tuesday, January 6th. Truist Financial lowered their target price on American Express from $420.00 to $400.00 and set a “buy” rating for the company in a report on Monday, February 2nd. Morgan Stanley set a $395.00 price target on American Express in a research note on Tuesday, January 20th. Finally, UBS Group restated a “neutral” rating and issued a $395.00 price target on shares of American Express in a report on Wednesday, February 4th. Nine research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Hold” and an average 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.