CIBC Bancorp USA Inc. Takes Position in American Express Company $AXP

CIBC Bancorp USA Inc. bought a new stake in American Express Company (NYSE:AXP) in the third quarter, HoldingsChannel.com reports. The fund bought 75,520 shares of the payment services company’s stock, valued at approximately $25,085,000.

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

American Express Stock Down 2.1%

Shares of NYSE:AXP opened at $293.99 on Thursday. The firm has a market capitalization of $201.86 billion, a PE ratio of 19.10, a price-to-earnings-growth ratio of 1.27 and a beta of 1.14. The business has a 50 day simple moving average of $339.01 and a two-hundred day simple moving average of $348.31. American Express Company has a 1 year low of $220.43 and a 1 year high of $387.49. 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 (NYSE:AXP) last issued its quarterly earnings results on Friday, January 30th. The payment services company reported $3.53 earnings per share 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 during the quarter, compared to analysts’ expectations of $18.91 billion. During the same quarter in the previous year, the company posted $3.04 earnings per share. The company’s quarterly revenue 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. On average, equities analysts predict that American Express Company will post 15.33 EPS for the current year.

American Express Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Friday, April 3rd will be paid 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 dividend on an annualized basis and a yield of 1.3%. American Express’s payout ratio is 21.31%.

Key American Express News

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 Analyst Weigh In

Several research firms have recently issued reports on AXP. Credit Suisse Group set a $328.00 price objective on American Express in a research note on Monday, January 12th. Barclays increased their price target on American Express from $355.00 to $367.00 and gave the company an “equal weight” rating in a report on Tuesday, January 6th. The Goldman Sachs Group restated a “buy” rating and issued a $420.00 price target on shares of American Express in a research report on Tuesday, January 6th. Truist Financial dropped 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. Finally, BTIG Research cut their price objective on shares of American Express from $328.00 to $285.00 and set a “sell” rating on the stock in a research report on Monday. Nine investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, American Express has a consensus rating of “Hold” and a consensus target price of $354.86.

Insiders Place Their Bets

In other news, 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 transaction, the insider directly owned 7,754 shares in the company, valued at approximately $2,767,480.14. This represents a 75.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Ravikumar Radhakrishnan sold 15,000 shares of the firm’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $356.58, for a total transaction of $5,348,700.00. Following the completion of the transaction, the insider directly owned 8,945 shares in the company, valued at $3,189,608.10. This represents a 62.64% decrease in their position. The SEC filing for this sale provides additional information. 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 company insiders.

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.