Krilogy Financial LLC Makes New Investment in American Express Company $AXP

Krilogy Financial LLC purchased a new stake in shares of American Express Company (NYSE:AXP) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 5,948 shares of the payment services company’s stock, valued at approximately $2,176,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its holdings in shares of American Express by 1.3% during the second quarter. Vanguard Group Inc. now owns 46,425,262 shares of the payment services company’s stock valued at $14,808,730,000 after buying an additional 581,369 shares in the last quarter. Geode Capital Management LLC boosted its position in American Express by 11.1% during the 2nd quarter. Geode Capital Management LLC now owns 13,487,316 shares of the payment services company’s stock worth $4,282,984,000 after acquiring an additional 1,349,746 shares during the period. Norges Bank purchased a new position in American Express during the 2nd quarter valued at about $1,897,335,000. Artisan Partners Limited Partnership increased its holdings in shares of American Express by 3.0% in the 2nd quarter. Artisan Partners Limited Partnership now owns 4,620,873 shares of the payment services company’s stock valued at $1,473,966,000 after purchasing an additional 133,439 shares during the period. Finally, DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main lifted its position in shares of American Express by 13.9% in the second 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. Institutional investors and hedge funds own 84.33% of the company’s stock.

American Express Price Performance

NYSE AXP opened at $354.18 on Thursday. American Express Company has a 1 year low of $220.43 and a 1 year high of $387.49. The company has a fifty day simple moving average of $368.26 and a 200 day simple moving average of $346.45. The company has a current ratio of 1.59, a quick ratio of 1.66 and a debt-to-equity ratio of 1.68. The company has a market cap of $243.18 billion, a P/E ratio of 23.01, a P/E/G ratio of 1.54 and a beta of 1.14.

American Express (NYSE:AXP) last released its earnings results on Friday, January 30th. The payment services company reported $3.53 earnings per share 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 analyst estimates of $18.91 billion. American Express had a return on equity of 33.49% and a net margin of 15.00%.The firm’s revenue was up 10.5% on a year-over-year basis. During the same period in the prior year, the firm earned $3.04 EPS. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. On average, sell-side analysts predict that American Express Company will post 15.33 EPS for the current year.

American Express Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, February 10th. Shareholders of record on Friday, January 2nd were issued a $0.82 dividend. The ex-dividend date of this dividend was Friday, January 2nd. This represents a $3.28 dividend on an annualized basis and a yield of 0.9%. American Express’s dividend payout ratio (DPR) is 21.31%.

American Express News Roundup

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

• Positive Sentiment: Expanded NBA partnership and marketing push should support premium card activation and brand engagement, a revenue-positive move that reinforces AmEx’s focus on experience-driven cardholders. NBA, American Express announce multiyear partnership
• Positive Sentiment: Q4 miss was tiny on EPS (beat/beat context: missed by $0.01) but Zacks highlights strength in premium spending, resilient credit trends and steady FY guidance — factors that have supported investor confidence after results. AmEx’s Q4 Earnings Miss Isn’t the Whole Story
• Positive Sentiment: Management presentation at the UBS Financial Services Conference provided investor access to strategy, portfolio metrics and outlook — visibility that can support valuation once digested by attendees and analysts. American Express Presents at UBS Conference — Slideshow
• Neutral Sentiment: American Express announced new debt issuances to boost funding — improves liquidity and funding flexibility but increases leverage and interest cost exposure; market reaction depends on size/terms. American Express Boosts Funding With New Debt Issuances
• Neutral Sentiment: Coverage/transcripts from Seeking Alpha provide incremental detail from conferences and management remarks — useful for modeling but not an immediate price catalyst by itself. American Express UBS Presentation Transcript
• Negative Sentiment: MarketWatch reports AXP underperformed peers on Wednesday — relative weakness can trigger sector rebalancing outflows and weigh on the stock. American Express Co. stock underperforms Wednesday
• Negative Sentiment: Evercore left an In-Line rating but trimmed its price target, a reminder analysts may be marginally lowering expectations — analyst PT cuts can pressure shares. Why Is American Express Stock Tuesday?

Insiders Place Their Bets

In other American Express news, insider Denise Pickett sold 23,385 shares of American Express 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 directly owned 7,754 shares of the company’s stock, valued at $2,767,480.14. The trade was a 75.10% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Ravikumar Radhakrishnan sold 15,000 shares of the stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $356.58, for a total value of $5,348,700.00. Following the completion of the sale, the insider directly owned 8,945 shares of the company’s stock, valued at $3,189,608.10. This represents a 62.64% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 65,810 shares of company stock valued at $23,294,065 in the last three months. Company insiders own 0.20% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on AXP. Credit Suisse Group set a $328.00 price objective on shares of American Express in a research note on Monday, January 12th. Truist Financial dropped their price target on shares of American Express from $420.00 to $400.00 and set a “buy” rating on the stock in a research note on Monday, February 2nd. TD Cowen reissued a “hold” rating on shares of American Express in a research report on Thursday, January 8th. Weiss Ratings raised American Express from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, December 29th. Finally, Wall Street Zen lowered American Express from a “buy” rating to a “hold” rating in a report on Sunday, November 9th. Nine investment analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, American Express has an average rating of “Hold” and a consensus target price of $354.78.

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.