Capital Investment Advisors LLC Has $56.53 Million Stock Position in American Express Company $AXP

Capital Investment Advisors LLC lifted its holdings in shares of American Express Company (NYSE:AXP) by 2.1% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 152,814 shares of the payment services company’s stock after acquiring an additional 3,205 shares during the period. Capital Investment Advisors LLC’s holdings in American Express were worth $56,534,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of the business. Fisher Asset Management LLC lifted its stake in American Express by 1.7% in the 3rd quarter. Fisher Asset Management LLC now owns 8,881,546 shares of the payment services company’s stock valued at $2,950,095,000 after purchasing an additional 146,586 shares during the last quarter. Norges Bank bought a new stake in shares of American Express during the second quarter worth $1,897,335,000. Capital World Investors increased its holdings in shares of American Express by 0.5% during the third quarter. Capital World Investors now owns 5,122,335 shares of the payment services company’s stock worth $1,701,435,000 after buying an additional 24,297 shares in the last quarter. Capital Research Global Investors increased its holdings in shares of American Express by 0.7% during the third quarter. Capital Research Global Investors now owns 4,452,660 shares of the payment services company’s stock worth $1,479,019,000 after buying an additional 29,331 shares in the last quarter. Finally, DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main increased its holdings in American Express by 13.9% in the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 4,342,556 shares of the payment services company’s stock worth $1,385,188,000 after purchasing an additional 530,967 shares in the last quarter. 84.33% of the stock is owned by institutional investors and hedge funds.

American Express Stock Down 2.3%

American Express stock opened at $292.40 on Friday. The firm has a market cap of $200.52 billion, a price-to-earnings ratio of 19.00, a PEG ratio of 1.27 and a beta of 1.14. American Express Company has a 52-week low of $220.43 and a 52-week high of $387.49. The company has a debt-to-equity ratio of 1.68, a quick ratio of 1.58 and a current ratio of 1.59. The firm has a 50 day moving average price of $329.61 and a two-hundred day moving average price of $346.71.

American Express (NYSE:AXP) last issued its quarterly 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 firm had revenue of ($17,139.00) million for 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%. The business’s revenue was up 10.5% compared to the same quarter last year. During the same period last year, the company posted $3.04 EPS. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Equities analysts predict that American Express Company will post 15.33 EPS for the current year.

American Express Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Friday, April 3rd will be issued a dividend of $0.95 per share. This represents a $3.80 dividend on an annualized basis and a dividend 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 dividend payout ratio (DPR) is currently 21.31%.

Key Stories Impacting American Express

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

• Positive Sentiment: AXP is pushing new product and technology initiatives — the company rolled out a 2% cash-back Graphite card and is expanding AI-driven tools aimed at deepening engagement with business customers, which could support spend and revenue growth over time. American Express Bets Big on AI, Cash Back in 2026 Push
• Positive Sentiment: Investor-focused coverage highlights sustained demand for premium cards and membership services, which supports higher-margin revenue streams and customer loyalty—one of the reasons long-term thesis holders remain constructive. 3 Things Every American Express Investor Needs to Know
• Neutral Sentiment: Analysis argues AXP is not materially threatened by rapid AI disintermediation of commerce today — management and analysts point to AmEx’s network, data, and premium customer base as defenses vs. “agentic AI” threats. This is more a reassurance than a near-term catalyst. Why American Express Doesn’t Fear an Agentic AI Shop-ocalypse
• Neutral Sentiment: Industry moves and competitor developments (Bread Financial, Clear Secure, travel rental players) are shaping the competitive and travel-spend backdrop; these stories can shift relative sentiment toward card issuers but are not direct AXP catalysts. BFH Stock Near 52-Week High: A Signal for Investors to Hold Tight? Hertz Stock and Other Shutdown Winners Slump as TSA Funding Truce Signals End to Travel Chaos
• Negative Sentiment: Market headlines note AXP declined more than the broader market today; short-term price pressure appears driven by recent share-price weakness and investor rotation away from higher-beta financials. Why American Express (AXP) Dipped More Than Broader Market Today
• Negative Sentiment: Investors remain sensitive to recent fundamental signals — AXP’s latest quarter showed only a very small EPS miss and management set FY‑2026 EPS guidance that the market will closely scrutinize; lingering valuation concerns and the stock’s YTD weakness keep downside risk elevated. Is It Time To Revisit American Express (AXP) After Recent Share Price Weakness?

Analyst Ratings Changes

Several research firms have commented on AXP. Truist Financial dropped their target price on American Express from $400.00 to $360.00 and set a “buy” rating for the company in a research report on Monday, March 23rd. Evercore set a $393.00 price objective on shares of American Express in a report on Tuesday, February 10th. BTIG Research cut their target price on shares of American Express from $328.00 to $285.00 and set a “sell” rating on the stock in a research report on Monday, March 16th. Wells Fargo & Company boosted 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. Finally, JPMorgan Chase & Co. decreased their price target on shares of American Express from $385.00 to $375.00 and set a “neutral” 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 given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, American Express presently has a consensus rating of “Hold” and an average price target of $352.95.

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 value of $9,599,024.25. Following the completion of the sale, the insider owned 20,394 shares in the company, valued at $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 available through this link. Also, 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 transaction, the insider directly owned 9,433 shares in the company, valued at approximately $3,270,704.09. This represents a 46.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 73,944 shares of company stock worth $26,114,366. Corporate insiders own 0.20% of the company’s stock.

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.