American Express Company $AXP Shares Sold by Cacti Asset Management LLC

Cacti Asset Management LLC trimmed its position in American Express Company (NYSE:AXP) by 0.6% in the fourth quarter, Holdings Channel reports. The fund owned 390,530 shares of the payment services company’s stock after selling 2,251 shares during the quarter. American Express accounts for 9.0% of Cacti Asset Management LLC’s portfolio, making the stock its 3rd largest holding. Cacti Asset Management LLC’s holdings in American Express were worth $146,574,000 as of its most recent filing with the SEC.

Several other hedge funds also recently modified their holdings of AXP. Norges Bank acquired a new position in American Express in the 2nd quarter worth about $1,897,335,000. Laurel Wealth Advisors LLC boosted its stake in shares of American Express by 31,595.9% during the second quarter. Laurel Wealth Advisors LLC now owns 1,742,009 shares of the payment services company’s stock valued at $555,666,000 after purchasing an additional 1,736,513 shares in the last quarter. Ameriprise Financial Inc. grew its holdings in shares of American Express by 27.0% during the third quarter. Ameriprise Financial Inc. now owns 3,970,416 shares of the payment services company’s stock worth $1,310,515,000 after purchasing an additional 845,283 shares during the last quarter. 1832 Asset Management L.P. grew its holdings in shares of American Express by 46,746.2% during the second quarter. 1832 Asset Management L.P. now owns 542,479 shares of the payment services company’s stock worth $173,040,000 after purchasing an additional 541,321 shares during the last quarter. Finally, Amundi increased its stake in shares of American Express by 23.9% in the third quarter. Amundi now owns 2,787,580 shares of the payment services company’s stock valued at $925,449,000 after buying an additional 537,205 shares during the period. Institutional investors and hedge funds own 84.33% of the company’s stock.

Insider Activity

In other news, insider Anna Marrs sold 27,425 shares of American Express stock in a transaction dated Thursday, February 5th. The stock was 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 directly owned 20,394 shares of the company’s stock, valued at approximately $7,138,103.94. This trade represents a 57.35% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Denise Pickett sold 23,385 shares of the company’s stock in a transaction dated Thursday, February 5th. The shares were sold at an average price of $356.91, for a total value of $8,346,340.35. Following the sale, the insider owned 7,754 shares in the company, valued at approximately $2,767,480.14. The trade was a 75.10% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 73,944 shares of company stock worth $26,114,366 in the last three months. Corporate insiders own 0.20% of the company’s stock.

American Express Stock Performance

Shares of AXP stock opened at $293.99 on Thursday. The stock has a market capitalization of $201.86 billion, a PE ratio of 19.10, a PEG ratio of 1.27 and a beta of 1.14. The business’s 50 day simple moving average is $339.01 and its 200 day simple moving average is $348.31. The company has a debt-to-equity ratio of 1.68, a current ratio of 1.59 and a quick ratio of 1.58. American Express Company has a one year low of $220.43 and a one year high of $387.49.

American Express (NYSE:AXP) last released its quarterly 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). The firm had revenue of ($17,139.00) million for 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 firm’s revenue for the quarter was up 10.5% compared to the same quarter last year. During the same quarter in the previous year, the business posted $3.04 EPS. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, research analysts forecast that American Express Company will post 15.33 earnings per share for the current year.

American Express Increases Dividend

The company also recently announced 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. The ex-dividend date is Thursday, April 2nd. This is a positive change from American Express’s previous quarterly dividend of $0.82. This represents a $3.80 annualized dividend and a yield of 1.3%. American Express’s dividend payout ratio (DPR) is presently 21.31%.

American Express News Roundup

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

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on the stock. JPMorgan Chase & Co. dropped their price objective on shares of American Express from $385.00 to $375.00 and set a “neutral” rating for the company in a report on Monday, February 2nd. Morgan Stanley set a $395.00 price target on shares of American Express in a research report on Tuesday, January 20th. Weiss Ratings raised shares of American Express from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, December 29th. BTIG Research cut their price target on shares of American Express from $328.00 to $285.00 and set a “sell” rating on the stock in a report on Monday. Finally, UBS Group reissued a “neutral” rating and issued a $395.00 price objective on shares of American Express in a research note on Wednesday, February 4th. Nine investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $354.86.

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.