American Express Company $AXP Stock Holdings Lowered by IFP Advisors Inc

IFP Advisors Inc cut its holdings in shares of American Express Company (NYSE:AXP) by 40.5% in the 3rd quarter, Holdings Channel reports. The firm owned 5,422 shares of the payment services company’s stock after selling 3,698 shares during the period. IFP Advisors Inc’s holdings in American Express were worth $1,801,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in the business. Brighton Jones LLC lifted its position in shares of American Express by 24.4% during the 4th quarter. Brighton Jones LLC now owns 6,481 shares of the payment services company’s stock valued at $1,924,000 after acquiring an additional 1,273 shares during the last quarter. Sivia Capital Partners LLC grew its holdings in shares of American Express by 13.0% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,738 shares of the payment services company’s stock worth $554,000 after acquiring an additional 200 shares during the last quarter. Schnieders Capital Management LLC. acquired a new stake in shares of American Express during the second quarter worth $428,000. Empowered Funds LLC raised its position in shares of American Express by 22.5% during the second quarter. Empowered Funds LLC now owns 14,878 shares of the payment services company’s stock worth $4,746,000 after purchasing an additional 2,737 shares during the period. Finally, Seeds Investor LLC purchased a new stake in shares of American Express during the second quarter valued at $217,000. Institutional investors and hedge funds own 84.33% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on AXP shares. TD Cowen reissued a “hold” rating on shares of American Express in a research note on Thursday, January 8th. Wolfe Research assumed coverage on shares of American Express in a report on Monday, December 8th. They issued a “peer perform” rating for the company. The Goldman Sachs Group reissued a “buy” rating and issued a $420.00 target price on shares of American Express in a research report on Tuesday, January 6th. Weiss Ratings upgraded shares of American Express from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, December 29th. Finally, Barclays upped their price target on shares of American Express from $355.00 to $367.00 and gave the company an “equal weight” rating in a research report on Tuesday, January 6th. Nine investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $354.86.

American Express Stock Down 0.1%

Shares of American Express stock opened at $294.76 on Friday. American Express Company has a 1 year low of $220.43 and a 1 year high of $387.49. The company has a market cap of $202.38 billion, a P/E ratio of 19.15, a P/E/G ratio of 1.25 and a beta of 1.14. The company has a current ratio of 1.59, a quick ratio of 1.58 and a debt-to-equity ratio of 1.68. The stock has a 50-day moving average price of $335.64 and a 200 day moving average price of $347.80.

American Express (NYSE:AXP) last released its 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). The business had revenue of ($17,139.00) million for the quarter, compared to analysts’ expectations of $18.91 billion. American Express had a net margin of 15.00% and a return on equity of 33.49%. The company’s revenue was up 10.5% compared to the same quarter last year. During the same period last year, the firm earned $3.04 EPS. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, analysts expect that American Express Company will post 15.33 EPS for the current fiscal year.

American Express Increases Dividend

The business 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 represents a $3.80 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date is Thursday, April 2nd. This is a positive change from American Express’s previous quarterly dividend of $0.82. American Express’s payout ratio is currently 21.31%.

Insider Activity at American Express

In related 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 transaction of $2,820,301.82. Following the completion of the sale, the insider directly owned 9,433 shares in the company, valued at approximately $3,270,704.09. This trade represents a 46.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Denise Pickett sold 23,385 shares of American Express stock in a transaction on 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 directly owned 7,754 shares of the company’s stock, valued at approximately $2,767,480.14. The trade was a 75.10% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 73,944 shares of company stock worth $26,114,366. Corporate insiders own 0.20% of the company’s stock.

Key Headlines Impacting American Express

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

• Positive Sentiment: Company raised its quarterly dividend by ~16% and is pushing digital initiatives and partnerships that expand premium customer perks and corporate product integrations — supports recurring revenue and shareholder returns. How Amex’s Dividend Hike And Digital Push At American Express (AXP) Has Changed Its Investment Story
• Positive Sentiment: AmEx expanded its corporate product by adding virtual card features for SAP Concur clients — a sales motion that can increase fee revenue and stickiness in corporate spend. Amex soups up cards for Concur
• Positive Sentiment: Market commentators (Barron’s, The Motley Fool) argue the pullback creates a buying opportunity for long-term investors, citing AmEx’s premium brand, strong returns on equity, and Berkshire Hathaway support — helps buoy contrarian demand. Visa, Mastercard and American Express Have Gotten Roughed Up. The Case for Buying the Dip.
• Neutral Sentiment: Analysis pieces consider AXP among top financial stocks to own if rates become volatile due to geopolitical risk (Iran)—this frames AXP as resilient but is macro-dependent. Is American Express (AXP) The Best Financial Stock to Buy Amid Potential Interest Rate Volatility Coming Due to Iran War
• Neutral Sentiment: Industry/tech news (BrightQuery joining FINOS) and an unrelated insurer earnings release were picked up in feeds but have no direct, material impact on AmEx fundamentals. BrightQuery Becomes Gold Member of FINOS, the Fintech Open Source Foundation, and Joins Governing Board
• Negative Sentiment: Governance pressure: the National Legal and Policy Center and anti‑DEI activists have successfully pushed some companies (including calls at firms like AmEx) to remove DEI from board selection processes — heightens regulatory/shareholder friction and could create headline risk. After notable victories, anti-DEI shareholders turn sights on Trump’s SEC
• Negative Sentiment: Market reaction pieces note recent share weakness and larger-than-market declines in recent sessions — short-term sentiment and positioning (profit-taking, lower multiple) have pressured the stock. Here’s Why American Express (AXP) Fell More Than Broader Market

American Express Company 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.