American Express Company $AXP Shares Sold by Bessemer Group Inc.

Bessemer Group Inc. trimmed its holdings in shares of American Express Company (NYSE:AXP) by 26.5% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 23,643 shares of the payment services company’s stock after selling 8,517 shares during the quarter. Bessemer Group Inc.’s holdings in American Express were worth $7,853,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Cullen Capital Management LLC grew its stake in American Express by 1.0% during the 3rd quarter. Cullen Capital Management LLC now owns 17,169 shares of the payment services company’s stock valued at $5,703,000 after purchasing an additional 162 shares in the last quarter. Triglav Investments D.O.O. grew its position in shares of American Express by 17.2% during the third quarter. Triglav Investments D.O.O. now owns 17,000 shares of the payment services company’s stock worth $5,647,000 after buying an additional 2,500 shares in the last quarter. Savant Capital LLC increased its stake in shares of American Express by 1.9% in the third quarter. Savant Capital LLC now owns 40,483 shares of the payment services company’s stock worth $13,447,000 after buying an additional 751 shares during the last quarter. J.W. Cole Advisors Inc. increased its stake in shares of American Express by 0.7% in the third quarter. J.W. Cole Advisors Inc. now owns 26,894 shares of the payment services company’s stock worth $8,933,000 after buying an additional 186 shares during the last quarter. Finally, Hantz Financial Services Inc. raised its holdings in American Express by 21.1% in the third quarter. Hantz Financial Services Inc. now owns 1,183 shares of the payment services company’s stock valued at $393,000 after acquiring an additional 206 shares in the last quarter. Hedge funds and other institutional investors own 84.33% of the company’s stock.

Insider Activity

In other news, insider Anna Marrs sold 27,425 shares of American Express stock in a transaction that occurred 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. The trade was a 57.35% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Denise Pickett sold 23,385 shares of the business’s stock in a transaction that occurred on Thursday, February 5th. The stock was sold at an average price of $356.91, for a total value of $8,346,340.35. Following the transaction, the insider owned 7,754 shares of the company’s stock, valued at approximately $2,767,480.14. This represents a 75.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 0.20% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on the stock. TD Cowen reissued a “hold” rating on shares of American Express in a research report on Thursday, January 8th. BTIG Research reiterated a “sell” rating and issued a $328.00 price target on shares of American Express in a research note on Monday, February 2nd. The Goldman Sachs Group restated a “buy” rating and set a $420.00 price objective on shares of American Express in a research note on Tuesday, January 6th. Weiss Ratings upgraded American Express from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, December 29th. Finally, UBS Group reissued a “neutral” rating and set a $395.00 price target on shares of American Express in a research report on Wednesday. Nine equities research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $353.05.

Trending Headlines about 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?

American Express Stock Up 1.3%

Shares of American Express stock opened at $359.26 on Friday. The stock has a market capitalization of $247.48 billion, a price-to-earnings ratio of 23.34, a PEG ratio of 1.52 and a beta of 1.14. American Express Company has a twelve month low of $220.43 and a twelve month high of $387.49. The company has a current ratio of 1.68, a quick ratio of 1.66 and a debt-to-equity ratio of 1.68. The business’s 50 day simple moving average is $368.52 and its 200-day simple moving average is $345.42.

American Express (NYSE:AXP) last issued its quarterly earnings data 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). American Express had a return on equity of 33.49% and a net margin of 15.00%.The company had revenue of ($17,139.00) million for the quarter, compared to the consensus estimate of $18.91 billion. During the same quarter in the previous year, the company earned $3.04 earnings per share. American Express’s quarterly revenue was up 10.5% compared to the same quarter last year. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Equities research analysts forecast that American Express Company will post 15.33 earnings per share for the current year.

American Express Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, February 10th. Investors 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 21.31%.

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.