Independent Advisor Alliance Sells 6,361 Shares of American Express Company $AXP

Independent Advisor Alliance lessened its holdings in American Express Company (NYSE:AXP) by 18.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 28,642 shares of the payment services company’s stock after selling 6,361 shares during the quarter. Independent Advisor Alliance’s holdings in American Express were worth $9,514,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently made changes to their positions in the company. Valley Wealth Managers Inc. raised its position in American Express by 153.3% in the third quarter. Valley Wealth Managers Inc. now owns 76 shares of the payment services company’s stock worth $25,000 after acquiring an additional 46 shares during the period. Manning & Napier Advisors LLC purchased a new stake in shares of American Express during the 3rd quarter worth approximately $27,000. Access Investment Management LLC bought a new stake in shares of American Express in the 2nd quarter worth approximately $26,000. Briaud Financial Planning Inc purchased a new position in American Express in the second quarter valued at approximately $26,000. Finally, Halbert Hargrove Global Advisors LLC grew its holdings in American Express by 210.7% during the third quarter. Halbert Hargrove Global Advisors LLC now owns 87 shares of the payment services company’s stock valued at $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.

Trending Headlines about American Express

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

• Positive Sentiment: Management set FY2026 EPS guidance of $17.30–$17.90 and revenue guidance roughly $78.7B–$79.5B, which sits at/above Street revenue expectations and implies mid‑high single‑digit growth — a key reason investors are focusing on the outlook rather than the quarterly miss.
• Positive Sentiment: Q4 revenue grew ~10% y/y and card‑member spending remained strong, supporting the company’s growth narrative and the confident 2026 outlook. AXP Stock Falls Despite Revenue Beat After Q4 Earnings Report
• Positive Sentiment: Board approved a meaningful dividend increase (reported as ~16%), which is supportive for income‑oriented investors and signals confidence in cash flow. American Express Posts Strong 2025 Results, Raises Dividend
• Neutral Sentiment: Analysts have mixed/timely coverage — some firms reiterate buy ratings citing attractive risk/reward and valuation upside, which could limit downside if results stay in-line with guidance. American Express: Attractive Risk-Reward, Solid Growth Outlook
• Negative Sentiment: Q4 EPS of $3.53 slightly missed consensus (by ~$0.01–$0.04 depending on source), and some headlines emphasize the profit miss as a near‑term catalyst for selling pressure. Scorecard: Grading American Express Q4 Earnings
• Negative Sentiment: Rising customer‑engagement and operating costs were called out on the call and in analyst notes as the main drag on margin expansion, which clouds near‑term EPS trajectory. AXP Q4 Earnings Lag Estimates on Rising Customer Engagement Costs
• Negative Sentiment: Regulatory risk headlines (discussion of a potential credit‑card rate cap) and a strategic shift to higher‑fee premium cards (more marketing to Platinum vs. no‑fee products) create execution and political/regulatory uncertainty that can pressure sentiment. American Express, credit card provider to the wealthy, wants even more high spenders CEO on rate cap

Analyst Upgrades and Downgrades

AXP has been the topic of several research reports. Credit Suisse Group set a $328.00 target price on American Express in a research note on Monday, January 12th. Barclays boosted their price objective on American Express from $355.00 to $367.00 and gave the company an “equal weight” rating in a research note on Tuesday, January 6th. The Goldman Sachs Group reiterated a “buy” rating and set a $420.00 target price on shares of American Express in a research report on Tuesday, January 6th. Compass Point reissued a “neutral” rating and issued a $324.00 price target on shares of American Express in a research report on Monday, October 20th. Finally, Evercore ISI set a $400.00 price objective on shares of American Express in a report on Tuesday, January 6th. Nine investment analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, American Express presently has an average rating of “Hold” and a consensus target price of $353.95.

American Express Trading Down 1.8%

Shares of American Express stock opened at $352.14 on Friday. The company’s 50-day moving average price is $369.37 and its 200-day moving average price is $343.84. The company has a current ratio of 1.61, a quick ratio of 1.59 and a debt-to-equity ratio of 1.78. American Express Company has a 12-month low of $220.43 and a 12-month high of $387.49. The company has a market cap of $242.57 billion, a price-to-earnings ratio of 23.63, a PEG ratio of 1.50 and a beta of 1.15.

American Express (NYSE:AXP) last issued its quarterly earnings data on Friday, January 30th. The payment services company reported $3.53 EPS for the quarter, missing the consensus estimate of $3.54 by ($0.01). American Express had a net margin of 14.97% and a return on equity of 33.41%. The firm had revenue of ($17,139.00) million for the quarter, compared to analysts’ expectations of $18.91 billion. During the same period in the prior year, the firm posted $3.04 EPS. American Express’s 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. On average, equities analysts expect that American Express Company will post 15.33 earnings per share for the current fiscal year.

American Express Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, February 10th. Investors of record on Friday, January 2nd will be given a $0.82 dividend. This represents a $3.28 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Friday, January 2nd. American Express’s dividend payout ratio (DPR) is 22.01%.

American Express 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.