Grantham Mayo Van Otterloo & Co. LLC Has $19.47 Million Holdings in American Express Company $AXP

Grantham Mayo Van Otterloo & Co. LLC decreased its position in American Express Company (NYSE:AXP) by 21.4% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 58,610 shares of the payment services company’s stock after selling 15,991 shares during the period. Grantham Mayo Van Otterloo & Co. LLC’s holdings in American Express were worth $19,468,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its position in 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 during the period. Geode Capital Management LLC grew its stake 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 valued at $4,282,984,000 after acquiring an additional 1,349,746 shares in the last quarter. Fisher Asset Management LLC grew its stake in American Express by 1.7% during 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 acquiring an additional 146,586 shares in the last quarter. Norges Bank acquired a new position in shares of American Express in the 2nd quarter valued at about $1,897,335,000. Finally, Artisan Partners Limited Partnership lifted its position in shares of American Express by 3.0% in the second quarter. Artisan Partners Limited Partnership now owns 4,620,873 shares of the payment services company’s stock worth $1,473,966,000 after purchasing an additional 133,439 shares in the last quarter. 84.33% of the stock is currently owned by hedge funds and other institutional investors.

More American Express News

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

• Positive Sentiment: Board approved a 16% quarterly dividend increase to $0.95 and emphasized shareholder returns, a supportive sign for income-focused investors. American Express Announces 16% Increase in Quarterly Dividend
• Positive Sentiment: New long-term stadium and NFL team partnerships aim to drive card engagement and incremental transactions in key metro markets — a revenue/TPV growth lever for premium cardholders. American Express announces stadium, NFL team partnerships
• Positive Sentiment: Company is expanding tech initiatives (AI partner Traversal) and planning a new World Trade Center HQ, signaling investment in operations and long-term productivity improvements. American Express Taps AI And Sports Deals As Stock Trades Below Targets
• Neutral Sentiment: Valuation write-ups note the dividend hike and partnerships but also point out the recent pullback — useful context for investors reassessing entry points. Taking A Fresh Look At American Express (AXP) Valuation After Dividend Hike And New Sports Partnerships
• Neutral Sentiment: Company updated its Q1 earnings date and will webcast the annual meeting — housekeeping items that provide upcoming catalysts/communication opportunities. American Express Updates First-Quarter 2026 Earnings Date and Plans to Host Live Audio Webcast of Annual Meeting of Shareholders
• Negative Sentiment: Commentary says the current slide looks more sentiment-driven than business-driven — highlighting panic selling and momentum losses as drivers of the near-term weakness. American Express Stock’s Slide Worsens as Shares Hit $300. Time to Buy?
• Negative Sentiment: Short interest has risen materially, indicating growing bearish positioning that can amplify downward moves. American Express Company (NYSE:AXP) Sees Large Increase in Short Interest
• Negative Sentiment: New premium cards from competitors (Robinhood’s $695 Platinum) are being positioned against Amex’s lucrative premium card franchise — potential pressure on market share and fee income over time. Robinhood’s new $695 Platinum card vs $895 Amex Platinum: Which one has better perks?
• Negative Sentiment: Analysis pointing to a ~12% slip in March cites concerns about disruption (AI, competition) and investor rotation away from expensive financial names. Why American Express Stock Slipped 12% In March

Insider Buying and Selling at American Express

In related news, insider Ravikumar Radhakrishnan sold 15,000 shares of the company’s stock in a transaction 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 in the company, valued at approximately $3,189,608.10. This represents a 62.64% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible 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 $3,270,704.09. The trade was a 46.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 73,944 shares of company stock worth $26,114,366 in the last 90 days. 0.20% of the stock is currently owned by company insiders.

American Express Trading Down 2.1%

NYSE:AXP opened at $300.83 on Monday. The stock’s 50 day moving average price is $350.90 and its 200 day moving average price is $349.62. American Express Company has a 52 week low of $220.43 and a 52 week high of $387.49. The company has a market capitalization of $206.55 billion, a P/E ratio of 19.55, a P/E/G ratio of 1.27 and a beta of 1.14. The company has a debt-to-equity ratio of 1.68, a quick ratio of 1.58 and a current ratio of 1.59.

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

American Express Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 8th. Investors of record on Friday, April 3rd will be paid a $0.95 dividend. This represents a $3.80 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend is Thursday, April 2nd. This is a boost from American Express’s previous quarterly dividend of $0.82. American Express’s dividend payout ratio (DPR) is presently 24.69%.

Analyst Ratings Changes

Several research firms recently commented on AXP. Weiss Ratings upgraded shares of American Express from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, December 29th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $425.00 target price on shares of American Express in a research report on Monday, January 12th. Morgan Stanley set a $395.00 target price on shares of American Express in a research note on Tuesday, January 20th. Truist Financial lowered their price target on shares of American Express from $420.00 to $400.00 and set a “buy” rating on the stock in a report on Monday, February 2nd. Finally, Wolfe Research assumed coverage on shares of American Express in a report on Monday, December 8th. They set a “peer perform” rating on the stock. Nine investment analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Hold” and an average target price of $352.73.

American Express Company 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.