American Express Company $AXP Shares Acquired by Captrust Financial Advisors

Captrust Financial Advisors boosted its holdings in American Express Company (NYSE:AXP) by 2.7% in the third quarter, HoldingsChannel reports. The firm owned 159,906 shares of the payment services company’s stock after purchasing an additional 4,210 shares during the period. Captrust Financial Advisors’ holdings in American Express were worth $53,114,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of AXP. Trajan Wealth LLC grew its holdings in American Express by 30.9% during the 3rd quarter. Trajan Wealth LLC now owns 24,901 shares of the payment services company’s stock worth $8,271,000 after acquiring an additional 5,881 shares in the last quarter. Hillsdale Investment Management Inc. raised its stake in shares of American Express by 218.7% in the 3rd quarter. Hillsdale Investment Management Inc. now owns 8,540 shares of the payment services company’s stock valued at $2,837,000 after purchasing an additional 5,860 shares in the last quarter. ZEGA Investments LLC acquired a new stake in shares of American Express in the 3rd quarter valued at about $1,080,000. Sumitomo Mitsui Trust Group Inc. lifted its position in shares of American Express by 0.3% during the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 1,598,743 shares of the payment services company’s stock worth $531,038,000 after purchasing an additional 4,080 shares during the last quarter. Finally, Sumitomo Mitsui Financial Group Inc. grew its stake in American Express by 11.7% in the third quarter. Sumitomo Mitsui Financial Group Inc. now owns 82,863 shares of the payment services company’s stock worth $27,524,000 after purchasing an additional 8,651 shares in the last quarter. Institutional investors and hedge funds own 84.33% of the company’s stock.

Analyst Ratings Changes

Several analysts recently weighed in on AXP shares. Evercore set a $393.00 price objective on American Express in a report on Tuesday, February 10th. JPMorgan Chase & Co. reduced their target price on American Express from $385.00 to $375.00 and set a “neutral” rating on the stock in a report on Monday, February 2nd. Wells Fargo & Company lifted their target price on American Express from $400.00 to $425.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 17th. BTIG Research lowered their price target on American Express from $328.00 to $285.00 and set a “sell” rating for the company in a report on Monday. Finally, Morgan Stanley set a $395.00 price target on American Express in a research report on Tuesday, January 20th. Nine investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, American Express has a consensus rating of “Hold” and an average price target of $354.86.

American Express News Summary

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

• Positive Sentiment: Amid recent weakness some investors view AXP as a buy-the-dip with intact growth and shareholder returns—the company recently raised its dividend ~16% and bulls point to continued top- and bottom-line momentum. 1 Top Dividend Stock to Buy With Double-Digit Dividend and Earnings Growth
• Positive Sentiment: Some analysts and commentators call AXP an attractive dip-buy, citing continued growth, strong ROE and the company’s guidance for 2026—this support may cap downside. American Express Is An Attractive Dip Buy As Growth Continues
• Neutral Sentiment: Comparative analysis highlights Visa’s network model, cross-border strength and ecosystem investments as competitive advantages vs. AXP, underscoring sector dynamics investors should watch but not an immediate company-specific headwind. Visa vs. American Express: Which Stock Has the Better Charge?
• Neutral Sentiment: Bank of America trimmed AXP’s price target by a small amount but kept a Buy rating after February operating results; this is a minor revision rather than a negative rerating. Bank of America Sees Stable Credit Trends in American Express (AXP) Update
• Neutral Sentiment: Coverage notes and analyst commentary are mixed—some sources present conflicted views on AXP’s near-term trajectory, contributing to investor uncertainty rather than a clear directional trigger. Analysts Offer Insights on Financial Companies: American Express (AXP) and Cboe Global Markets (CBOE)
• Negative Sentiment: High-volume put option purchases point to increased short-term bearish positioning and hedging activity, which can amplify downward pressure on the stock. Stock Traders Purchase High Volume of American Express Put Options (NYSE:AXP)
• Negative Sentiment: BTIG issued a pessimistic forecast for AXP’s share price, adding fresh negative analyst sentiment that likely weighed on investor confidence. BTIG Research Issues Pessimistic Forecast for American Express (NYSE:AXP) Stock Price
• Negative Sentiment: Market commentary flagged why AXP fell more than the broader market today, summarizing the mix of negative notes and option activity as drivers of the larger decline. Here’s Why American Express (AXP) Fell More Than Broader Market

Insider Buying and Selling

In other American Express news, insider Howard Grosfield sold 8,134 shares of the stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $346.73, for a total value of $2,820,301.82. Following the sale, the insider directly owned 9,433 shares of the company’s stock, valued at $3,270,704.09. This trade represents a 46.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider Anna Marrs sold 27,425 shares of the firm’s stock in a transaction on 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 sale, the insider owned 20,394 shares in the company, valued at $7,138,103.94. The trade was a 57.35% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 73,944 shares of company stock worth $26,114,366. 0.20% of the stock is owned by company insiders.

American Express Price Performance

Shares of NYSE:AXP opened at $293.99 on Thursday. The company has a market cap of $201.86 billion, a PE ratio of 19.10, a P/E/G ratio of 1.27 and a beta of 1.14. American Express Company has a fifty-two week low of $220.43 and a fifty-two week high of $387.49. The firm has a 50-day simple moving average of $339.01 and a 200 day simple moving average of $348.31. The company has a quick ratio of 1.58, a current ratio of 1.59 and a debt-to-equity ratio of 1.68.

American Express (NYSE:AXP) last issued 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). 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 the consensus estimate of $18.91 billion. During the same period in the prior year, the business earned $3.04 EPS. The business’s revenue was up 10.5% on a year-over-year basis. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. On average, sell-side analysts anticipate that American Express Company will post 15.33 EPS for the current year.

American Express Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 8th. Investors of record on Friday, April 3rd will be issued a $0.95 dividend. This is a positive change from American Express’s previous quarterly dividend of $0.82. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $3.80 annualized dividend and a dividend yield of 1.3%. American Express’s dividend payout ratio (DPR) is 21.31%.

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.