2,007 Shares in American Express Company $AXP Acquired by TABR Capital Management LLC

TABR Capital Management LLC purchased a new stake in American Express Company (NYSE:AXP) during the fourth quarter, HoldingsChannel.com reports. The firm purchased 2,007 shares of the payment services company’s stock, valued at approximately $743,000.

Other institutional investors also recently made changes to their positions in the company. Valley Wealth Managers Inc. raised 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 worth $25,000 after buying an additional 46 shares during the period. Manning & Napier Advisors LLC purchased a new stake in American Express during the third quarter valued at about $27,000. Guerra Advisors Inc purchased a new stake in American Express during the third quarter valued at about $28,000. Measured Wealth Private Client Group LLC acquired a new stake in American Express during the third quarter worth about $28,000. Finally, Halbert Hargrove Global Advisors LLC raised its holdings 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 worth $29,000 after purchasing an additional 59 shares during the period. 84.33% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on AXP shares. The Goldman Sachs Group reiterated a “buy” rating and set a $420.00 target price on shares of American Express in a report on Tuesday, January 6th. Truist Financial cut their price target on shares of American Express from $420.00 to $400.00 and set a “buy” rating on the stock in a report on Monday, February 2nd. JPMorgan Chase & Co. decreased 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 note on Monday, February 2nd. Morgan Stanley set a $395.00 price objective on shares of American Express in a research report on Tuesday, January 20th. Finally, Evercore set a $393.00 target price on shares of American Express in a research note on Tuesday, February 10th. Nine investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $354.86.

Insider Activity

In other American Express news, insider Denise Pickett sold 23,385 shares of the business’s stock in a transaction 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 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 sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Ravikumar Radhakrishnan sold 15,000 shares of the company’s 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 completion of the transaction, the insider directly 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 73,944 shares of company stock valued at $26,114,366 over the last ninety days. 0.20% of the stock is owned by company insiders.

American Express Stock Performance

Shares of NYSE:AXP opened at $294.76 on Monday. The business’s 50-day simple moving average is $335.64 and its 200 day simple moving average is $347.98. The company has a market cap of $202.38 billion, a P/E ratio of 19.15, a PEG ratio of 1.25 and a beta of 1.15. The company has a debt-to-equity ratio of 1.68, a quick ratio of 1.58 and a current ratio of 1.59. American Express Company has a one year low of $220.43 and a one year high of $387.49.

American Express (NYSE:AXP) last released its quarterly 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 return on equity of 33.49% and a net margin of 15.00%.The company had revenue of ($17,139.00) million during the quarter, compared to analysts’ expectations of $18.91 billion. During the same quarter in the prior year, the company earned $3.04 EPS. The firm’s revenue 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. On average, sell-side analysts forecast that American Express Company will post 15.33 earnings per share for the current fiscal year.

American Express Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, May 8th. Stockholders of record on Friday, April 3rd will be paid a $0.95 dividend. This represents a $3.80 annualized dividend and a dividend yield of 1.3%. This is a boost from American Express’s previous quarterly dividend of $0.82. The ex-dividend date is Thursday, April 2nd. American Express’s payout ratio is currently 21.31%.

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

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.