Coldstream Capital Management Inc. boosted its holdings in American Express Company (NYSE:AXP) by 20.7% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 21,474 shares of the payment services company’s stock after purchasing an additional 3,689 shares during the quarter. Coldstream Capital Management Inc.’s holdings in American Express were worth $7,133,000 at the end of the most recent quarter.
Several other institutional investors have also recently bought and sold shares of the business. Norges Bank bought a new position in shares of American Express in the second quarter valued at $1,897,335,000. Laurel Wealth Advisors LLC increased its position 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 worth $555,666,000 after acquiring an additional 1,736,513 shares in the last quarter. Ameriprise Financial Inc. raised its holdings in shares of American Express by 27.0% in the 3rd quarter. Ameriprise Financial Inc. now owns 3,970,416 shares of the payment services company’s stock worth $1,310,515,000 after acquiring an additional 845,283 shares during the last quarter. 1832 Asset Management L.P. raised its holdings in shares of American Express by 46,746.2% in the 2nd quarter. 1832 Asset Management L.P. now owns 542,479 shares of the payment services company’s stock worth $173,040,000 after acquiring an additional 541,321 shares during the last quarter. Finally, Amundi lifted its position in American Express by 23.9% in the 3rd quarter. Amundi now owns 2,787,580 shares of the payment services company’s stock valued at $925,449,000 after acquiring an additional 537,205 shares in the last quarter. Institutional investors and hedge funds own 84.33% of the company’s stock.
American Express Stock Down 2.1%
AXP opened at $293.99 on Thursday. American Express Company has a twelve month low of $220.43 and a twelve month high of $387.49. The company’s 50-day moving average price is $339.01 and its two-hundred day moving average price is $348.31. The stock has a market cap of $201.86 billion, a price-to-earnings ratio of 19.10, a PEG ratio of 1.27 and a beta of 1.14. 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 Increases Dividend
The company also recently announced a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Friday, April 3rd will be given a $0.95 dividend. This is an increase 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%. The ex-dividend date of this dividend is Thursday, April 2nd. American Express’s dividend payout ratio (DPR) is 21.31%.
Analyst Ratings Changes
A number of research firms have issued reports on AXP. UBS Group reiterated a “neutral” rating and set a $395.00 price target on shares of American Express in a research note on Wednesday, February 4th. BTIG Research lowered their price objective on American Express from $328.00 to $285.00 and set a “sell” rating for the company in a research note on Monday. Weiss Ratings upgraded American Express from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, December 29th. Royal Bank Of Canada reiterated an “outperform” rating on shares of American Express in a report on Monday. Finally, Truist Financial lowered their price target on American Express from $420.00 to $400.00 and set a “buy” rating for the company in a research report on Monday, February 2nd. Nine research 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. Based on data from MarketBeat, American Express currently has a consensus rating of “Hold” and an average price target of $354.86.
Get Our Latest Research Report on American Express
Insider Transactions at American Express
In other news, insider Denise Pickett sold 23,385 shares of the stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $356.91, for a total transaction of $8,346,340.35. Following the completion of the transaction, the insider owned 7,754 shares in the company, valued at approximately $2,767,480.14. This represents a 75.10% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Ravikumar Radhakrishnan sold 15,000 shares of American Express 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 completion of the sale, the insider directly owned 8,945 shares of the company’s stock, valued at approximately $3,189,608.10. This trade represents a 62.64% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 73,944 shares of company stock valued at $26,114,366. Corporate insiders own 0.20% of the company’s stock.
More 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
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.
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