American Express (NYSE:AXP) Insider Anna Marrs Sells 27,425 Shares

American Express Company (NYSE:AXP) insider Anna Marrs sold 27,425 shares of the stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $350.01, for a total transaction of $9,599,024.25. Following the sale, the insider owned 20,394 shares of the company’s stock, valued at approximately $7,138,103.94. This represents a 57.35% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link.

American Express Trading Up 1.3%

NYSE AXP opened at $359.26 on Friday. The firm’s fifty day moving average is $368.52 and its two-hundred day moving average is $345.13. American Express Company has a one year low of $220.43 and a one year high of $387.49. The company has a debt-to-equity ratio of 1.68, a quick ratio of 1.66 and a current ratio of 1.68. The firm has a market cap of $247.48 billion, a PE ratio of 23.34, a P/E/G ratio of 1.50 and a beta of 1.14.

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

American Express Dividend Announcement

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 paid a dividend of $0.82 per share. This represents a $3.28 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Friday, January 2nd. American Express’s dividend payout ratio is 21.31%.

Institutional Investors Weigh In On American Express

Institutional investors have recently modified their holdings of the company. Norges Bank acquired a new position in American Express in the 2nd quarter valued at about $1,897,335,000. Laurel Wealth Advisors LLC grew its holdings in shares of American Express by 31,595.9% during the second quarter. Laurel Wealth Advisors LLC now owns 1,742,009 shares of the payment services company’s stock worth $555,666,000 after buying an additional 1,736,513 shares in the last quarter. Geode Capital Management LLC raised its position in shares of American Express by 11.1% in the second quarter. Geode Capital Management LLC now owns 13,487,316 shares of the payment services company’s stock valued at $4,282,984,000 after buying an additional 1,349,746 shares during the last quarter. Ameriprise Financial Inc. lifted its stake in shares of American Express by 27.0% during the third quarter. Ameriprise Financial Inc. now owns 3,970,416 shares of the payment services company’s stock valued at $1,310,515,000 after buying an additional 845,283 shares during the period. Finally, Provident Trust Co. boosted its position in American Express by 136.6% during the second quarter. Provident Trust Co. now owns 1,108,971 shares of the payment services company’s stock worth $353,740,000 after acquiring an additional 640,214 shares during the last quarter. Hedge funds and other institutional investors own 84.33% of the company’s stock.

Analysts Set New Price Targets

Several analysts have recently commented on the stock. Compass Point restated a “neutral” rating and issued a $324.00 target price on shares of American Express in a research note on Monday, October 20th. BTIG Research reissued a “sell” rating and set a $328.00 price target on shares of American Express in a report on Monday, February 2nd. 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. Royal Bank Of Canada reiterated an “outperform” rating and set a $425.00 target price on shares of American Express in a research report on Monday, January 12th. Finally, Wells Fargo & Company increased their target price on American Express from $400.00 to $425.00 and gave the stock an “overweight” rating in a research note on Wednesday, December 17th. Nine research analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $353.05.

Key Stories Impacting American Express

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

• Positive Sentiment: Truist reaffirmed a Buy on AXP, citing the company’s underlying growth despite rising costs after Q4 — this supports upside expectations from analysts who focus on AmEx’s margin and card‑member trends. Truist Maintains Buy Rating on American Express
• Positive Sentiment: AmEx launched a Flexible Payment Option for small businesses (instant line of credit), which can expand payment volume and merchant relationships — a growth catalyst for loan receivables and fees. AmEx Debuts Flexible Payments for Small Businesses
• Positive Sentiment: Analysts and commentators are reassessing AXP’s valuation after double‑digit revenue and earnings growth in the latest quarter and a FY‑2026 EPS guide that implies upside vs. some street estimates. That narrative supports the current uptick. Assessing American Express (AXP) Valuation After Strong Double Digit Revenue And Earnings Growth
• Neutral Sentiment: Multiple news services report that brokerages’ consensus rating is Hold, reflecting mixed views — steady fundamentals but limited near‑term upside per some firms. American Express Company (NYSE:AXP) Receives Consensus Rating of “Hold” from Brokerages
• Neutral Sentiment: Robert W. Baird and other outlets reiterate cautious/hold stances; analysts remain broadly optimistic on long‑term cash flows but cautious on near‑term multiples. Robert W. Baird Keeps Their Hold Rating on American Express (AXP)
• Neutral Sentiment: Market commentary and comparisons (e.g., GBOOY vs AXP) keep AXP on investors’ radar for relative value, but don’t shift consensus decisively. GBOOY or AXP: Which Is the Better Value Stock Right Now?
• Negative Sentiment: A Fool.com piece questions whether AXP is a buy given recent underperformance versus the broader market, a narrative that can cap enthusiasm and limit multiple expansion. Is American Express a Buy, Sell, or Hold in 2026?

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.