Exchange Traded Concepts LLC Has $23.27 Million Stock Holdings in American Express Company $AXP

Exchange Traded Concepts LLC grew its stake in shares of American Express Company (NYSE:AXP) by 197.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 62,908 shares of the payment services company’s stock after purchasing an additional 41,764 shares during the period. Exchange Traded Concepts LLC’s holdings in American Express were worth $23,273,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of AXP. Valley Wealth Managers Inc. raised its holdings in 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 buying an additional 46 shares during the period. Manning & Napier Advisors LLC acquired a new position in shares of American Express in the third quarter worth about $27,000. Guerra Advisors Inc acquired a new position in shares of American Express in the third quarter worth about $28,000. Measured Wealth Private Client Group LLC purchased a new position in shares of American Express in the third quarter worth approximately $28,000. Finally, Halbert Hargrove Global Advisors LLC increased its position 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 worth $29,000 after acquiring an additional 59 shares in the last quarter. Institutional investors and hedge funds own 84.33% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts recently commented on the stock. Wolfe Research assumed coverage on shares of American Express in a research report on Monday, December 8th. They issued a “peer perform” rating for the company. Barclays lifted their price objective on shares of American Express from $355.00 to $367.00 and gave the stock an “equal weight” rating in a research report on Tuesday, January 6th. TD Cowen restated a “hold” rating on shares of American Express in a report on Thursday, January 8th. Morgan Stanley set a $395.00 target price on American Express in a research report on Tuesday, January 20th. Finally, BTIG Research lowered their price target on American Express from $328.00 to $285.00 and set a “sell” rating on the stock in a report on Monday, March 16th. Nine investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, American Express has a consensus rating of “Hold” and a consensus price target of $352.95.

Key Stories Impacting American Express

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?

American Express Stock Performance

Shares of AXP opened at $292.40 on Friday. The company’s 50 day moving average price is $329.61 and its 200 day moving average price is $346.71. American Express Company has a 52 week low of $220.43 and a 52 week high of $387.49. The company has a market capitalization of $200.52 billion, a PE ratio of 19.00, a PEG ratio of 1.27 and a beta of 1.14. 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 (NYSE:AXP) last released its earnings results 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). The company had revenue of ($17,139.00) million during the quarter, compared to analysts’ expectations of $18.91 billion. American Express had a return on equity of 33.49% and a net margin of 15.00%.The firm’s quarterly revenue was up 10.5% compared to the same quarter last year. During the same quarter in the previous year, the company earned $3.04 EPS. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Research analysts expect that American Express Company will post 15.33 EPS for the current fiscal year.

American Express Increases Dividend

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

Insider Transactions at American Express

In related news, insider Howard Grosfield sold 8,134 shares of American Express stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $346.73, for a total transaction of $2,820,301.82. Following the completion of the sale, the insider owned 9,433 shares of the company’s stock, valued at approximately $3,270,704.09. This trade represents a 46.30% 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 Ravikumar Radhakrishnan sold 15,000 shares of the business’s stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $356.58, for a total value of $5,348,700.00. Following the completion of the transaction, the insider owned 8,945 shares in the company, valued at $3,189,608.10. This trade represents a 62.64% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 73,944 shares of company stock worth $26,114,366 in the last ninety days. Company insiders own 0.20% of the company’s stock.

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.