CIBC Private Wealth Group LLC Acquires 15,680 Shares of American Express Company $AXP

CIBC Private Wealth Group LLC grew its holdings in American Express Company (NYSE:AXP) by 7.4% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 226,643 shares of the payment services company’s stock after buying an additional 15,680 shares during the quarter. CIBC Private Wealth Group LLC’s holdings in American Express were worth $75,282,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also added to or reduced their stakes in AXP. Norges Bank bought a new stake in American Express during the 2nd quarter worth about $1,897,335,000. Laurel Wealth Advisors LLC raised its stake in shares of American Express by 31,595.9% in the second quarter. Laurel Wealth Advisors LLC now owns 1,742,009 shares of the payment services company’s stock worth $555,666,000 after acquiring an additional 1,736,513 shares during the last quarter. Ameriprise Financial Inc. lifted its position 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 in the last quarter. 1832 Asset Management L.P. lifted its position 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 in the last quarter. Finally, Amundi grew its stake in shares of American Express by 23.9% during the third quarter. Amundi now owns 2,787,580 shares of the payment services company’s stock valued at $925,449,000 after purchasing an additional 537,205 shares during the last quarter. Institutional investors and hedge funds own 84.33% of the company’s stock.

Insider Buying and Selling

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

American Express Trading Down 2.1%

AXP opened at $293.99 on Thursday. The firm has a 50 day simple moving average of $339.01 and a 200 day simple moving average of $348.31. American Express Company has a fifty-two week low of $220.43 and a fifty-two week high of $387.49. The company has a market cap of $201.86 billion, a price-to-earnings ratio of 19.10, a price-to-earnings-growth ratio of 1.27 and a beta of 1.14. 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 announced its quarterly earnings data 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 business had revenue of ($17,139.00) million during the quarter, compared to the consensus estimate of $18.91 billion. American Express had a net margin of 15.00% and a return on equity of 33.49%. American Express’s revenue was up 10.5% compared to the same quarter last year. During the same period in the previous year, the business posted $3.04 earnings per share. 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 earnings per share for the current year.

American Express Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 8th. Investors of record on Friday, April 3rd will be paid a dividend of $0.95 per share. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.3%. This is a boost from American Express’s previous quarterly dividend of $0.82. The ex-dividend date of this dividend is Thursday, April 2nd. American Express’s payout ratio is presently 21.31%.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on AXP. Wells Fargo & Company raised their price target on shares of American Express from $400.00 to $425.00 and gave the company an “overweight” rating in a report on Wednesday, December 17th. Credit Suisse Group set a $328.00 price objective on American Express in a research report on Monday, January 12th. Barclays lifted their target price on American Express from $355.00 to $367.00 and gave the company an “equal weight” rating in a research note on Tuesday, January 6th. The Goldman Sachs Group restated a “buy” rating and set a $420.00 target price on shares of American Express in a research report on Tuesday, January 6th. Finally, Weiss Ratings raised American Express from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, December 29th. Nine analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $354.86.

Trending Headlines about American Express

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

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.