Insider Selling: American Express (NYSE:AXP) Insider Sells $9,599,024.25 in Stock

American Express Company (NYSE:AXP) insider Anna Marrs sold 27,425 shares of the company’s stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $350.01, for a total transaction of $9,599,024.25. Following the completion of the sale, the insider directly owned 20,394 shares of the company’s stock, valued at $7,138,103.94. The trade was a 57.35% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link.

American Express Stock Performance

AXP stock opened at $359.26 on Monday. The company has a quick ratio of 1.66, a current ratio of 1.68 and a debt-to-equity ratio of 1.68. The firm has a market cap of $247.48 billion, a PE ratio of 23.34, a P/E/G ratio of 1.52 and a beta of 1.14. The business has a 50 day moving average of $368.52 and a 200-day moving average of $345.67. American Express Company has a 12-month low of $220.43 and a 12-month high of $387.49.

American Express (NYSE:AXP) last posted its quarterly earnings data on Friday, January 30th. The payment services company reported $3.53 earnings per share for the quarter, missing the consensus estimate 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 period in the prior year, the firm 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. As a group, sell-side analysts expect that American Express Company will post 15.33 earnings per share for the current year.

American Express Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, February 10th. Shareholders of record on Friday, January 2nd will be given a $0.82 dividend. The ex-dividend date of this dividend is Friday, January 2nd. This represents a $3.28 annualized dividend and a yield of 0.9%. American Express’s payout ratio is currently 21.31%.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in AXP. Nordea Investment Management AB boosted its position in shares of American Express by 2.2% during the second quarter. Nordea Investment Management AB now owns 2,267,377 shares of the payment services company’s stock worth $721,525,000 after acquiring an additional 49,593 shares during the last quarter. ZEGA Investments LLC purchased a new stake in American Express in the 3rd quarter worth $1,080,000. Sumitomo Mitsui Trust Group Inc. boosted its holdings in shares of American Express by 0.3% during the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 1,598,743 shares of the payment services company’s stock valued at $531,038,000 after purchasing an additional 4,080 shares during the last quarter. Elite Wealth Management Inc. purchased a new position in shares of American Express during the third quarter valued at about $2,763,000. Finally, Dempze Nancy E grew its position in shares of American Express by 210.2% during the second quarter. Dempze Nancy E now owns 3,459 shares of the payment services company’s stock valued at $1,103,000 after purchasing an additional 2,344 shares in the last quarter. Hedge funds and other institutional investors own 84.33% of the company’s stock.

Key American Express News

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

• Positive Sentiment: Truist reaffirmed a Buy on AXP, citing the company’s underlying growth despite rising costs after Q4 — this supports upside expectations from analysts who focus on AmEx’s margin and card‑member trends. Truist Maintains Buy Rating on American Express
• Positive Sentiment: AmEx launched a Flexible Payment Option for small businesses (instant line of credit), which can expand payment volume and merchant relationships — a growth catalyst for loan receivables and fees. AmEx Debuts Flexible Payments for Small Businesses
• Positive Sentiment: Analysts and commentators are reassessing AXP’s valuation after double‑digit revenue and earnings growth in the latest quarter and a FY‑2026 EPS guide that implies upside vs. some street estimates. That narrative supports the current uptick. Assessing American Express (AXP) Valuation After Strong Double Digit Revenue And Earnings Growth
• Neutral Sentiment: Multiple news services report that brokerages’ consensus rating is Hold, reflecting mixed views — steady fundamentals but limited near‑term upside per some firms. American Express Company (NYSE:AXP) Receives Consensus Rating of “Hold” from Brokerages
• Neutral Sentiment: Robert W. Baird and other outlets reiterate cautious/hold stances; analysts remain broadly optimistic on long‑term cash flows but cautious on near‑term multiples. Robert W. Baird Keeps Their Hold Rating on American Express (AXP)
• Neutral Sentiment: Market commentary and comparisons (e.g., GBOOY vs AXP) keep AXP on investors’ radar for relative value, but don’t shift consensus decisively. GBOOY or AXP: Which Is the Better Value Stock Right Now?
• Negative Sentiment: A Fool.com piece questions whether AXP is a buy given recent underperformance versus the broader market, a narrative that can cap enthusiasm and limit multiple expansion. Is American Express a Buy, Sell, or Hold in 2026?

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on AXP shares. Credit Suisse Group set a $328.00 price target on shares of American Express in a report on Monday, January 12th. Wall Street Zen cut American Express from a “buy” rating to a “hold” rating in a research report on Sunday, November 9th. DZ Bank upgraded American Express from a “sell” rating to a “hold” rating and set a $340.00 price target for the company in a research note on Tuesday, October 21st. 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. Finally, Wolfe Research began coverage on shares of American Express in a report on Monday, December 8th. They set a “peer perform” rating on the stock. Nine analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $353.05.

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.