Procyon Advisors LLC Has $10.47 Million Stock Holdings in American Express Company $AXP

Procyon Advisors LLC lifted its position in shares of American Express Company (NYSE:AXP) by 356.0% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 28,297 shares of the payment services company’s stock after buying an additional 22,092 shares during the quarter. Procyon Advisors LLC’s holdings in American Express were worth $10,468,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Brighton Jones LLC increased its position in American Express by 24.4% during the fourth quarter. Brighton Jones LLC now owns 6,481 shares of the payment services company’s stock worth $1,924,000 after acquiring an additional 1,273 shares during the period. Sivia Capital Partners LLC boosted its holdings in 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 valued at $554,000 after purchasing an additional 200 shares during the period. Schnieders Capital Management LLC. bought a new stake in American Express in the 2nd quarter valued at about $428,000. Empowered Funds LLC grew its position in shares of American Express by 22.5% during the 2nd 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 in the last quarter. Finally, Seeds Investor LLC bought a new position in shares of American Express during the second quarter worth approximately $217,000. Institutional investors own 84.33% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have weighed in on AXP shares. Barclays lifted their price objective on American Express from $355.00 to $367.00 and gave the company an “equal weight” rating in a report on Tuesday, January 6th. Wolfe Research started coverage on shares of American Express in a research report on Monday, December 8th. They issued a “peer perform” rating for the company. The Goldman Sachs Group reiterated a “buy” rating and set a $420.00 price target on shares of American Express in a research report on Tuesday, January 6th. TD Cowen reissued a “hold” rating on shares of American Express in a research note on Thursday, January 8th. Finally, Evercore set a $393.00 price objective on shares of American Express in a research report on Tuesday, February 10th. Nine investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, American Express has an average rating of “Hold” and a consensus target price of $354.86.

Insider Buying and Selling at American Express

In other American Express news, insider Denise Pickett sold 23,385 shares of the business’s stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $356.91, for a total transaction of $8,346,340.35. Following the sale, the insider directly owned 7,754 shares of the company’s stock, valued at $2,767,480.14. The trade was a 75.10% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Ravikumar Radhakrishnan sold 15,000 shares of the company’s stock in a transaction that occurred on Monday, February 9th. The shares were 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 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 ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 73,944 shares of company stock valued at $26,114,366 in the last quarter. 0.20% of the stock is currently owned by corporate insiders.

Key Stories 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 Stock Performance

NYSE AXP opened at $294.76 on Friday. The firm’s fifty day moving average price is $335.64 and its two-hundred day moving average price is $347.80. The stock has a market cap of $202.38 billion, a PE ratio of 19.15, a PEG ratio of 1.25 and a beta of 1.14. The company has a debt-to-equity ratio of 1.68, a quick ratio of 1.58 and a current ratio of 1.59. American Express Company has a fifty-two week low of $220.43 and a fifty-two week high of $387.49.

American Express (NYSE:AXP) last posted its earnings results on Friday, January 30th. The payment services company reported $3.53 EPS for the quarter, missing the consensus estimate of $3.54 by ($0.01). The firm 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 for the quarter was up 10.5% compared to the same quarter last year. During the same quarter in the prior 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, equities analysts expect that American Express Company will post 15.33 EPS for the current fiscal year.

American Express Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 8th. Investors 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 represents a $3.80 annualized dividend and a yield of 1.3%. This is a boost from American Express’s previous quarterly dividend of $0.82. American Express’s dividend payout ratio is 21.31%.

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.