American Century Companies Inc. increased its stake in American Express Company (NYSE:AXP) by 9.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,109,457 shares of the payment services company’s stock after purchasing an additional 93,505 shares during the period. American Century Companies Inc.’s holdings in American Express were worth $368,517,000 as of its most recent SEC filing.
Several other large investors have also recently bought and sold shares of the company. Compass Capital Corp MA ADV boosted its position in American Express by 4.2% in the 3rd quarter. Compass Capital Corp MA ADV now owns 2,120 shares of the payment services company’s stock valued at $780,000 after buying an additional 85 shares during the last quarter. Abacus Wealth Partners LLC lifted its stake in shares of American Express by 14.8% during the third quarter. Abacus Wealth Partners LLC now owns 832 shares of the payment services company’s stock valued at $276,000 after acquiring an additional 107 shares during the period. Ibex Wealth Advisors boosted its holdings in American Express by 6.7% in the third quarter. Ibex Wealth Advisors now owns 19,262 shares of the payment services company’s stock valued at $6,398,000 after acquiring an additional 1,206 shares during the last quarter. Aster Capital Management DIFC Ltd increased its position in American Express by 795.0% in the third quarter. Aster Capital Management DIFC Ltd now owns 1,065 shares of the payment services company’s stock worth $354,000 after purchasing an additional 946 shares during the period. Finally, Regimen Wealth LLC acquired a new stake in American Express in the third quarter worth about $202,000. Institutional investors and hedge funds own 84.33% of the company’s stock.
Trending Headlines about American Express
Here are the key news stories impacting American Express this week:
- Positive Sentiment: Large corporate real-estate move could be seen as a long-term vote of confidence in the business and NYC hub status; American Express will relocate its global HQ to 2 World Trade Center, a project that supports the firm’s long-term footprint and corporate visibility. American Express to move into new headquarters in final World Trade Center building
- Neutral Sentiment: Earlier session headlines and analyst coverage noted a rebound in AXP tied to macro / AI commentary (Nvidia CEO remarks) and mentions in listicles, but these items appear to have had only temporary upside ahead of today’s sell-off. Why the Market Dipped But American Express (AXP) Gained Today
- Negative Sentiment: Headline focus on AI-driven workforce cuts prompted fresh investor concern and selling pressure, cited in market commentary as a near-term catalyst for the drop. Is It Time to Sell American Express Stock?
- Negative Sentiment: Unusual options activity: buyers bought ~21,709 put contracts (≈31% above average), indicating elevated short-term bearish bets and hedging demand that can amplify downside. (No direct article link provided.)
- Negative Sentiment: Short interest rose ~20% in February to ~8.6M shares, increasing the proportion of shares sold short and adding downward pressure risk if sentiment worsens. (Data summary provided in market feeds.)
- Negative Sentiment: Opinion / analysis pieces are flagging AXP’s YTD pullback (roughly mid-February-to-date slump and discussion of whether the fall is a buying opportunity or structural warning), which can drive momentum-based selling. American Express Has Slumped: Is It a Bargain or a Red Flag?
Insider Buying and Selling at American Express
American Express Stock Performance
Shares of American Express stock opened at $307.93 on Friday. The company has a debt-to-equity ratio of 1.68, a current ratio of 1.59 and a quick ratio of 1.58. The firm has a market cap of $211.43 billion, a price-to-earnings ratio of 20.01, a price-to-earnings-growth ratio of 1.42 and a beta of 1.14. The stock’s 50-day moving average is $358.41 and its 200-day moving average is $349.00. American Express Company has a one year low of $220.43 and a one year high of $387.49.
American Express (NYSE:AXP – Get Free Report) last announced 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 firm had revenue of ($17,139.00) million during the quarter, compared to analyst estimates of $18.91 billion. American Express had a net margin of 15.00% and a return on equity of 33.49%. The firm’s quarterly revenue was up 10.5% compared to the same quarter last year. During the same period in the prior year, the business posted $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 Announces Dividend
The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, February 10th. Stockholders of record on Friday, January 2nd were issued a $0.82 dividend. The ex-dividend date was Friday, January 2nd. This represents a $3.28 dividend on an annualized basis and a dividend yield of 1.1%. American Express’s dividend payout ratio (DPR) is 21.31%.
Wall Street Analyst Weigh In
A number of research analysts have issued reports on the stock. Wolfe Research assumed coverage on shares of American Express in a research report on Monday, December 8th. They set a “peer perform” rating on the stock. Morgan Stanley set a $395.00 price target on shares of American Express in a research note on Tuesday, January 20th. Wells Fargo & Company raised their price objective on shares of American Express from $400.00 to $425.00 and gave the company an “overweight” rating in a research note on Wednesday, December 17th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $425.00 target price on shares of American Express in a report on Monday, January 12th. Finally, BTIG Research reiterated a “sell” rating and set a $328.00 target price on shares of American Express in a research report on Monday, February 2nd. Nine investment analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, American Express presently has a consensus rating of “Hold” and an average target price of $352.73.
Read Our Latest Stock Report on AXP
American Express Company 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.
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