American Express Company $AXP Shares Sold by APG Asset Management N.V.

APG Asset Management N.V. reduced its holdings in shares of American Express Company (NYSE:AXP) by 16.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 358,696 shares of the payment services company’s stock after selling 72,718 shares during the period. APG Asset Management N.V.’s holdings in American Express were worth $119,144,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in AXP. Strategies Wealth Advisors LLC grew its stake in shares of American Express by 10.6% during the third quarter. Strategies Wealth Advisors LLC now owns 2,264 shares of the payment services company’s stock worth $752,000 after acquiring an additional 217 shares during the last quarter. Foyston Gordon & Payne Inc boosted its stake in American Express by 1.6% in the 3rd quarter. Foyston Gordon & Payne Inc now owns 55,516 shares of the payment services company’s stock worth $18,440,000 after purchasing an additional 848 shares in the last quarter. Aprio Wealth Management LLC grew its position in American Express by 5.2% during the 3rd quarter. Aprio Wealth Management LLC now owns 1,527 shares of the payment services company’s stock worth $507,000 after purchasing an additional 75 shares during the last quarter. American Century Companies Inc. grew its position in American Express by 9.2% during the 3rd quarter. American Century Companies Inc. now owns 1,109,457 shares of the payment services company’s stock worth $368,517,000 after purchasing an additional 93,505 shares during the last quarter. Finally, Compass Capital Corp MA ADV increased its stake in American Express by 4.2% during 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 purchasing an additional 85 shares in the last quarter. 84.33% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other news, insider Ravikumar Radhakrishnan sold 15,000 shares of the stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $356.58, for a total transaction of $5,348,700.00. Following the sale, the insider directly owned 8,945 shares of the company’s stock, valued at $3,189,608.10. This represents a 62.64% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Anna Marrs sold 27,425 shares of American Express stock in a transaction dated Thursday, February 5th. The shares were sold at an average price of $350.01, for a total value of $9,599,024.25. Following the completion of the transaction, the insider owned 20,394 shares of the company’s stock, valued at approximately $7,138,103.94. This represents a 57.35% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 73,944 shares of company stock worth $26,114,366. 0.20% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on AXP shares. Truist Financial lowered their price objective on shares of American Express from $420.00 to $400.00 and set a “buy” rating for the company in a research note on Monday, February 2nd. UBS Group restated a “neutral” rating and issued a $395.00 target price on shares of American Express in a research note on Wednesday, February 4th. The Goldman Sachs Group reiterated a “buy” rating and set a $420.00 price target on shares of American Express in a research note on Tuesday, January 6th. Weiss Ratings raised American Express from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, December 29th. Finally, Credit Suisse Group set a $328.00 target price on American Express in a report on Monday, January 12th. Nine analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $352.73.

American Express Stock Down 8.2%

Shares of AXP stock opened at $307.93 on Friday. American Express Company has a twelve month low of $220.43 and a twelve month high of $387.49. The stock has a market cap of $211.43 billion, a P/E ratio of 20.01, a P/E/G ratio of 1.31 and a beta of 1.14. The stock has a 50 day moving average of $358.41 and a 200 day moving average of $349.32. The company has a current ratio of 1.59, a quick ratio of 1.58 and a debt-to-equity ratio of 1.68.

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 analysts’ consensus estimates of $3.54 by ($0.01). The firm had revenue of ($17,139.00) million for the quarter, compared to analyst estimates of $18.91 billion. American Express had a return on equity of 33.49% and a net margin of 15.00%.American Express’s revenue for the quarter was up 10.5% compared to the same quarter last year. During the same period in the previous year, the business earned $3.04 EPS. 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 EPS for the current year.

American Express Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, February 10th. Shareholders of record on Friday, January 2nd were issued a $0.82 dividend. The ex-dividend date of this dividend was Friday, January 2nd. This represents a $3.28 dividend on an annualized basis and a yield of 1.1%. American Express’s payout ratio is presently 21.31%.

Key Headlines Impacting 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?

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.