Signet Financial Management LLC Buys 1,992 Shares of American Express Company $AXP

Signet Financial Management LLC boosted its position in shares of American Express Company (NYSE:AXP) by 257.0% during the 4th quarter, HoldingsChannel.com reports. The firm owned 2,767 shares of the payment services company’s stock after purchasing an additional 1,992 shares during the period. Signet Financial Management LLC’s holdings in American Express were worth $1,024,000 as of its most recent SEC filing.

A number of other hedge funds also recently added to or reduced their stakes in AXP. Brighton Jones LLC boosted its stake in 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 purchasing an additional 1,273 shares during the last quarter. Sivia Capital Partners LLC lifted its holdings in shares of American Express by 13.0% during the second 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 in the last quarter. Schnieders Capital Management LLC. bought a new position in shares of American Express during the second quarter valued at $428,000. Hillsdale Investment Management Inc. lifted its holdings in shares of American Express by 1.5% during the second quarter. Hillsdale Investment Management Inc. now owns 2,680 shares of the payment services company’s stock valued at $855,000 after purchasing an additional 40 shares in the last quarter. Finally, AlphaCore Capital LLC boosted its position in shares of American Express by 78.6% during the second quarter. AlphaCore Capital LLC now owns 2,102 shares of the payment services company’s stock valued at $670,000 after buying an additional 925 shares during the last quarter. 84.33% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other American Express news, insider Anna Marrs sold 27,425 shares of American Express stock in a transaction that occurred 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 in the company, valued at approximately $7,138,103.94. The trade was a 57.35% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, insider Howard Grosfield sold 8,134 shares of the stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $346.73, for a total value of $2,820,301.82. Following the sale, the insider directly owned 9,433 shares in the company, valued at $3,270,704.09. This represents a 46.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 73,944 shares of company stock worth $26,114,366 over the last ninety days. Insiders own 0.20% of the company’s stock.

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

American Express stock opened at $294.76 on Monday. The company has a debt-to-equity ratio of 1.68, a current ratio of 1.59 and a quick ratio of 1.58. The company’s 50-day moving average is $335.64 and its 200 day moving average is $347.98. American Express Company has a 1-year low of $220.43 and a 1-year high of $387.49. The firm has a market capitalization of $202.38 billion, a P/E ratio of 19.15, a price-to-earnings-growth ratio of 1.25 and a beta of 1.15.

American Express (NYSE:AXP) last issued its earnings results on Friday, January 30th. The payment services company reported $3.53 EPS for the quarter, missing analysts’ consensus estimates of $3.54 by ($0.01). The company had revenue of ($17,139.00) million for the quarter, compared to analysts’ expectations of $18.91 billion. American Express had a return on equity of 33.49% and a net margin of 15.00%.The business’s revenue was up 10.5% compared to the same quarter last year. During the same period last year, the business posted $3.04 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Research analysts forecast that American Express Company will post 15.33 EPS for the current year.

American Express Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 8th. Stockholders 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 dividend yield of 1.3%. The ex-dividend date of this dividend 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 21.31%.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on AXP. BTIG Research dropped their price target on shares of American Express from $328.00 to $285.00 and set a “sell” rating on the stock in a report on Monday, March 16th. Wells Fargo & Company raised their target price on shares of American Express from $400.00 to $425.00 and gave the stock an “overweight” rating in a report on Wednesday, December 17th. Weiss Ratings raised shares of American Express from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, December 29th. UBS Group restated a “neutral” rating and issued a $395.00 price target on shares of American Express in a research note on Wednesday, February 4th. Finally, Wolfe Research started coverage on American Express in a report on Monday, December 8th. They issued a “peer perform” rating for the company. Nine investment 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.com, the stock has a consensus rating of “Hold” and an average price target of $354.86.

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.