Global Wealth Management Investment Advisory Inc. Has $4.73 Million Stock Position in American Express Company $AXP

Global Wealth Management Investment Advisory Inc. boosted its position in American Express Company (NYSE:AXP) by 14.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 14,252 shares of the payment services company’s stock after buying an additional 1,746 shares during the period. Global Wealth Management Investment Advisory Inc.’s holdings in American Express were worth $4,734,000 at the end of the most recent quarter.

A number of other large investors have also bought and sold shares of AXP. Briaud Financial Planning Inc acquired a new position in American Express during the 2nd quarter worth approximately $26,000. Access Investment Management LLC bought a new position in American Express during the 2nd quarter valued at $26,000. Halbert Hargrove Global Advisors LLC boosted its holdings in American Express by 210.7% during the 3rd 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 last quarter. Chung Wu Investment Group LLC bought a new stake in shares of American Express in the 2nd quarter worth $37,000. Finally, Howard Hughes Medical Institute purchased a new stake in shares of American Express in the second quarter valued at about $38,000. 84.33% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, CMO Elizabeth Rutledge sold 50,000 shares of the business’s stock in a transaction on Friday, October 31st. The stock was sold at an average price of $360.21, for a total transaction of $18,010,500.00. Following the sale, the chief marketing officer directly owned 85,577 shares in the company, valued at approximately $30,825,691.17. The trade was a 36.88% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Denise Pickett sold 5,000 shares of the stock in a transaction dated Wednesday, October 22nd. The stock was sold at an average price of $350.73, for a total value of $1,753,650.00. Following the sale, the insider directly owned 7,726 shares in the company, valued at $2,709,739.98. This trade represents a 39.29% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 57,515 shares of company stock worth $20,658,509. 0.20% of the stock is owned by corporate insiders.

American Express Price Performance

Shares of NYSE:AXP opened at $357.85 on Wednesday. The firm has a market capitalization of $246.50 billion, a PE ratio of 24.02, a P/E/G ratio of 1.51 and a beta of 1.15. The company has a quick ratio of 1.59, a current ratio of 1.61 and a debt-to-equity ratio of 1.78. The company has a 50-day moving average price of $368.96 and a two-hundred day moving average price of $340.50. American Express Company has a twelve month low of $220.43 and a twelve month high of $387.49.

American Express (NYSE:AXP) last announced its quarterly earnings results on Friday, January 30th. The payment services company reported ($11.85) EPS for the quarter, missing analysts’ consensus estimates of $3.56 by ($15.41). 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 14.97% and a return on equity of 33.41%. Equities analysts forecast that American Express Company will post 15.33 EPS for the current year.

American Express Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, February 10th. Stockholders of record on Friday, January 2nd will be issued a $0.82 dividend. This represents a $3.28 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend is Friday, January 2nd. American Express’s dividend payout ratio (DPR) is presently 22.01%.

Analysts Set New Price Targets

AXP has been the subject of several recent analyst reports. DZ Bank raised American Express from a “sell” rating to a “hold” rating and set a $340.00 target price for the company in a report on Tuesday, October 21st. The Goldman Sachs Group restated 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 raised their price objective on shares of American Express from $350.00 to $375.00 and gave the stock a “hold” rating in a report on Thursday, January 8th. HSBC set a $295.00 price objective on shares of American Express and gave the stock a “hold” rating in a research report on Friday, October 10th. Finally, Barclays raised their price target on shares of American Express from $355.00 to $367.00 and gave the stock an “equal weight” rating in a research note on Tuesday, January 6th. Nine research analysts have rated the stock with a Buy rating, seventeen have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $352.82.

Key Headlines Impacting American Express

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

• Positive Sentiment: Some analysts and commentators say AXP is resilient and could absorb regulatory changes better than peers — a view that supports the stock amid headline risk. American Express stock well-positioned to weather Trump’s credit card cap
• Positive Sentiment: JPMorgan raised its price target on AXP to $385 (neutral rating), suggesting upside exists if company fundamentals hold — a counterweight to headline-driven selling. Benzinga analyst price target note
• Neutral Sentiment: Opinion pieces argue a 10% cap “won’t break anything,” noting scenarios where AXP could adapt through fees, product mix or underwriting changes — outcome depends on regulatory specifics. Seeking Alpha analysis
• Neutral Sentiment: Analyst coverage remains mixed: the broker consensus is largely “Hold,” reflecting divided views on policy risk vs. long‑run card franchise strength. Consensus rating report
• Negative Sentiment: President Trump’s public push for a 10% cap is the immediate headline driver; markets are pricing regulatory uncertainty that could compress card yields and rewards economics. CNBC coverage
• Negative Sentiment: Big‑bank executives warn a cap could reduce consumer access to credit and hurt revenue, amplifying investor concern about loan loss, underwriting shifts and lower interchange income for card issuers like AXP. Fox Business report
• Negative Sentiment: Market reaction: coverage shows premarket and intraday selling in bank and card stocks, plus at least one downgrade and headlines noting AXP shares falling — sentiment is pressured while political risk remains unresolved. Seeking Alpha downgrade
• Negative Sentiment: News outlets and market reports flagged sharp intraday moves and analyst notes calling out the policy risk as the primary reason for AXP’s recent weakness. Zacks coverage

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.