American Express (NYSE:AXP) Insider Sells $2,820,301.82 in Stock

American Express Company (NYSE:AXP) insider Howard Grosfield sold 8,134 shares of the stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $346.73, for a total value of $2,820,301.82. Following the completion of the transaction, the insider directly owned 9,433 shares in the company, valued at approximately $3,270,704.09. This represents a 46.30% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink.

American Express Price Performance

AXP opened at $337.84 on Monday. The company has a current ratio of 1.59, a quick ratio of 1.58 and a debt-to-equity ratio of 1.68. The stock has a market capitalization of $231.96 billion, a P/E ratio of 21.95, a PEG ratio of 1.43 and a beta of 1.14. The stock has a 50-day moving average price of $367.05 and a 200-day moving average price of $347.19. American Express Company has a 12-month low of $220.43 and a 12-month high of $387.49.

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). The firm had revenue of ($17,139.00) million during the quarter, compared to the consensus estimate of $18.91 billion. American Express had a return on equity of 33.49% and a net margin of 15.00%.The business’s quarterly revenue was up 10.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $3.04 EPS. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Equities analysts predict that American Express Company will post 15.33 earnings per share for the current fiscal year.

American Express Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, February 10th. Investors of record on Friday, January 2nd were issued a dividend of $0.82 per share. The ex-dividend date of this dividend was Friday, January 2nd. This represents a $3.28 annualized dividend and a dividend yield of 1.0%. American Express’s dividend payout ratio (DPR) is currently 21.31%.

Key American Express News

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

• Positive Sentiment: Management set FY‑2026 guidance for revenue growth (~9–10%) and EPS of $17.30–$17.90 (midpoint above some analyst expectations), reinforcing the narrative of resilient premium card spending supporting earnings. AXP anticipates a strong 2026 profit (Yahoo)
• Positive Sentiment: Coverage pieces and a Seeking Alpha “rating upgrade” highlight AmEx as a steady compounder, calling out premium spend strength and steady guidance as reasons to consider the stock. Seeking Alpha: AXP rating upgrade
• Positive Sentiment: Corporate actions and marketing (expanded NBA partnership, ongoing premium card activation efforts) support brand engagement and higher‑yield customer spend—a longer‑term revenue positive. NBA and American Express partnership
• Positive Sentiment: Quarterly dividend was paid (maintains yield ~0.9%); steady capital return is supportive for income‑focused holders. MarketBeat AXP dividend details
• Neutral Sentiment: Company presented at the UBS Financial Services Conference — useful detail for modeling and analyst updates but not an immediate catalyst by itself. UBS presentation (Seeking Alpha)
• Neutral Sentiment: American Express issued new debt to boost funding — improves liquidity/funding flexibility but raises leverage and interest‑cost exposure; market impact depends on size/terms. AXP boosts funding with new debt issuances
• Negative Sentiment: Large insider sales: Ravikumar Radhakrishnan sold 15,000 shares (~$5.35M at ≈$356.58) and Howard Grosfield sold 8,134 shares (~$2.82M at ≈$346.73). Big, concentrated insider reductions can weigh on near‑term sentiment. Insider trades alert (InsiderTrades)
• Negative Sentiment: Shares have underperformed peers and fell in recent sessions (coverage citing CNBC/Benzinga), which can trigger sector rebalancing outflows and exacerbate declines. CNBC ‘Final Trades’ note (Benzinga)
• Negative Sentiment: Analysts have trimmed targets/ratings (Evercore/JPMorgan moves referenced), a reminder expectations are being modestly reset—analyst downgrades/target cuts can be immediate share‑price pressure. Analyst notes and PT changes (Benzinga)

Analyst Ratings Changes

Several research firms have recently commented on AXP. Barclays lifted their price objective on American Express from $355.00 to $367.00 and gave the stock an “equal weight” rating in a report on Tuesday, January 6th. Credit Suisse Group set a $328.00 price target on American Express in a research report on Monday, January 12th. Morgan Stanley set a $395.00 price target on American Express in a research note on Tuesday, January 20th. DZ Bank raised American Express from a “sell” rating to a “hold” rating and set a $340.00 price objective for the company in a research note on Tuesday, October 21st. Finally, UBS Group restated a “neutral” rating and issued a $395.00 target price on shares of American Express in a report on Wednesday, February 4th. Nine analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $354.78.

Hedge Funds Weigh In On American Express

A number of institutional investors and hedge funds have recently made changes to their positions in AXP. Vanguard Group Inc. boosted its holdings in American Express by 1.3% in the second quarter. Vanguard Group Inc. now owns 46,425,262 shares of the payment services company’s stock worth $14,808,730,000 after acquiring an additional 581,369 shares in the last quarter. State Street Corp raised its position in shares of American Express by 1.3% in the 4th quarter. State Street Corp now owns 29,464,868 shares of the payment services company’s stock worth $10,900,528,000 after purchasing an additional 369,967 shares during the last quarter. Geode Capital Management LLC boosted its stake in American Express by 11.1% in the 2nd quarter. Geode Capital Management LLC now owns 13,487,316 shares of the payment services company’s stock worth $4,282,984,000 after purchasing an additional 1,349,746 shares in the last quarter. Fisher Asset Management LLC grew its position in American Express by 1.6% during the 4th quarter. Fisher Asset Management LLC now owns 9,023,482 shares of the payment services company’s stock valued at $3,338,238,000 after purchasing an additional 141,936 shares during the last quarter. Finally, Capital World Investors increased its stake in American Express by 46.7% during the 4th quarter. Capital World Investors now owns 7,515,675 shares of the payment services company’s stock valued at $2,780,424,000 after purchasing an additional 2,393,340 shares in the last quarter. Institutional investors own 84.33% 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.