Groupama Asset Managment Reduces Position in American Express Company $AXP

Groupama Asset Managment decreased its holdings in American Express Company (NYSE:AXP) by 79.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,149 shares of the payment services company’s stock after selling 4,444 shares during the period. Groupama Asset Managment’s holdings in American Express were worth $382,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Valley Wealth Managers Inc. boosted its holdings in American Express by 153.3% in the 3rd quarter. Valley Wealth Managers Inc. now owns 76 shares of the payment services company’s stock worth $25,000 after buying an additional 46 shares during the period. Manning & Napier Advisors LLC bought a new stake in American Express during the 3rd quarter valued at $27,000. Guerra Advisors Inc bought a new stake in American Express during the 3rd quarter valued at $28,000. Measured Wealth Private Client Group LLC purchased a new stake in shares of American Express during the third quarter worth $28,000. Finally, Halbert Hargrove Global Advisors LLC boosted its holdings in shares of American Express by 210.7% in the third quarter. Halbert Hargrove Global Advisors LLC now owns 87 shares of the payment services company’s stock worth $29,000 after acquiring an additional 59 shares during the period. Institutional investors own 84.33% of the company’s stock.

Trending Headlines about 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

Insider Activity at American Express

In other news, insider Anna Marrs sold 27,425 shares of American Express stock in a transaction on Thursday, February 5th. The shares were sold at an average price of $350.01, for a total transaction of $9,599,024.25. Following the completion of the sale, the insider directly owned 20,394 shares of the company’s stock, valued at approximately $7,138,103.94. The trade was 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 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 of the company’s stock, valued at $2,767,480.14. This trade represents a 75.10% 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 worth $26,114,366 in the last 90 days. 0.20% of the stock is currently owned by corporate insiders.

American Express Price Performance

American Express stock opened at $294.76 on Friday. The stock has a market cap of $202.38 billion, a price-to-earnings ratio of 19.15, a PEG ratio of 1.25 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. The business has a 50-day simple moving average of $335.64 and a 200 day simple moving average of $347.80. American Express Company has a 52 week low of $220.43 and a 52 week high of $387.49.

American Express (NYSE:AXP) last issued its quarterly earnings results 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). American Express had a net margin of 15.00% and a return on equity of 33.49%. The business had revenue of ($17,139.00) million for the quarter, compared to the consensus estimate of $18.91 billion. During the same quarter last year, the business posted $3.04 EPS. The business’s 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, research analysts forecast that American Express Company will post 15.33 earnings per share 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 dividend of $0.95 per share. The ex-dividend date is Thursday, April 2nd. This is a boost 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%.

Analyst Ratings Changes

Several equities analysts have recently weighed in on the company. JPMorgan Chase & Co. reduced their price target on American Express from $385.00 to $375.00 and set a “neutral” rating for the company in a research report on Monday, February 2nd. Morgan Stanley set a $395.00 target price on American Express in a research note on Tuesday, January 20th. Evercore set a $393.00 target price on American Express in a report on Tuesday, February 10th. Truist Financial decreased their price target on American Express from $420.00 to $400.00 and set a “buy” rating on the stock in a research report on Monday, February 2nd. Finally, Barclays raised their price objective 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 research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, American Express currently has a consensus rating of “Hold” and an average price target of $354.86.

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.