DNB Asset Management AS Grows Stock Holdings in American Express Company $AXP

DNB Asset Management AS boosted its stake in shares of American Express Company (NYSE:AXP) by 3.5% during the third quarter, Holdings Channel reports. The firm owned 112,553 shares of the payment services company’s stock after purchasing an additional 3,839 shares during the quarter. DNB Asset Management AS’s holdings in American Express were worth $37,386,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also added to or reduced their stakes in the company. Brighton Jones LLC lifted its holdings in American Express by 24.4% in the fourth quarter. Brighton Jones LLC now owns 6,481 shares of the payment services company’s stock valued at $1,924,000 after acquiring an additional 1,273 shares during the period. Sivia Capital Partners LLC increased its position in shares of American Express by 13.0% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,738 shares of the payment services company’s stock valued at $554,000 after purchasing an additional 200 shares during the last quarter. Schnieders Capital Management LLC. bought a new position in shares of American Express in the 2nd quarter worth approximately $428,000. Rossby Financial LCC boosted its holdings in shares of American Express by 57.5% in the second quarter. Rossby Financial LCC now owns 274 shares of the payment services company’s stock worth $87,000 after buying an additional 100 shares during the last quarter. Finally, Jennison Associates LLC grew its position in American Express by 45.1% during the second quarter. Jennison Associates LLC now owns 14,153 shares of the payment services company’s stock valued at $4,515,000 after buying an additional 4,401 shares during the period. Institutional investors own 84.33% of the company’s stock.

American Express Price Performance

Shares of American Express stock opened at $335.37 on Friday. The company has a market capitalization of $230.27 billion, a price-to-earnings ratio of 21.79, a PEG ratio of 1.38 and a beta of 1.14. The company has a quick ratio of 1.58, a current ratio of 1.59 and a debt-to-equity ratio of 1.68. The stock’s 50-day simple moving average is $359.78 and its 200-day simple moving average is $348.92. American Express Company has a 52 week low of $220.43 and a 52 week 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 (EPS) 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 for the quarter, compared to analysts’ expectations of $18.91 billion. During the same quarter in the prior year, the business posted $3.04 EPS. The business’s revenue for the quarter 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. As a group, analysts expect that American Express Company will post 15.33 earnings per share for the current fiscal year.

American Express Dividend Announcement

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

Insider Activity at American Express

In other American Express news, insider Howard Grosfield sold 8,134 shares of the stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $346.73, for a total transaction of $2,820,301.82. Following the completion of the transaction, the insider owned 9,433 shares of the company’s stock, valued at $3,270,704.09. This represents a 46.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Denise Pickett sold 23,385 shares of American Express stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $356.91, for a total value of $8,346,340.35. Following the completion of the sale, the insider directly owned 7,754 shares in the company, valued at $2,767,480.14. This trade represents a 75.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 73,944 shares of company stock worth $26,114,366 in the last three months. Insiders own 0.20% of the company’s stock.

Key American Express News

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

• Positive Sentiment: American Express announced plans to build a new, state‑of‑the‑art global headquarters at 2 World Trade Center and will be the sole owner and occupant — a high‑visibility, long‑term commitment to New York that signals confidence in growth and corporate stability. American Express to Build New State-of-the-Art Global Headquarters at 2 World Trade Center, Deepening Commitment to Lower Manhattan
• Positive Sentiment: Coverage noted AXP outperformed the digital payments group over the past year and analysts remain cautiously optimistic — a factor that can draw relative‑value buying when broader markets wobble. How Is American Express’ Stock Performance Compared to Other Digital Payments Stocks?
• Positive Sentiment: Market commentary highlighted why AXP gained while the broader market dipped — upbeat corporate messaging, solid fundamentals (recent revenue growth and FY‑2026 EPS guidance) and investor interest in buybacks/capital returns support the stock. Why the Market Dipped But American Express (AXP) Gained Today
• Neutral Sentiment: Analyst and media pieces revisited AXP’s 2025 results and management’s guidance (high single‑digit revenue growth and mid‑teens EPS growth for 2026) — supportive long‑term but already partly priced in; the stock has lagged YTD, which some investors view as a buying opportunity. American Express Stock Has Fallen 12% in 2026. Time to Buy?
• Neutral Sentiment: Product coverage (e.g., Plum Card review) and design/architectural press on the new HQ add PR visibility but are unlikely to move fundamentals near term. The Plum Card from American Express review: Opt for cash back or float
• Negative Sentiment: Short interest in AXP rose ~20% in February (about 8.6M shares short, ~1.3% of float), which increases downside pressure if sentiment deteriorates and can amplify volatility. (Source: short‑interest release)

Analyst Upgrades and Downgrades

Several research analysts have weighed in on AXP shares. The Goldman Sachs Group reiterated a “buy” rating and issued a $420.00 price target on shares of American Express in a research report on Tuesday, January 6th. BTIG Research reaffirmed a “sell” rating and issued a $328.00 target price on shares of American Express in a report on Monday, February 2nd. TD Cowen reissued a “hold” rating on shares of American Express in a report on Thursday, January 8th. Wells Fargo & Company upped their price target on American Express from $400.00 to $425.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 17th. Finally, Credit Suisse Group set a $328.00 price objective on American Express in a research report on Monday, January 12th. Nine equities research analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $352.73.

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.