MOR Wealth Management LLC Acquires New Shares in American Express Company $AXP

MOR Wealth Management LLC bought a new position in shares of American Express Company (NYSE:AXP) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 1,938 shares of the payment services company’s stock, valued at approximately $717,000.

Several other large investors also recently bought and sold shares of AXP. Brighton Jones LLC boosted its position in shares of American Express by 24.4% in the 4th quarter. Brighton Jones LLC now owns 6,481 shares of the payment services company’s stock worth $1,924,000 after buying an additional 1,273 shares in the last quarter. Sivia Capital Partners LLC increased its holdings in American Express by 13.0% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,738 shares of the payment services company’s stock valued at $554,000 after acquiring an additional 200 shares in the last quarter. Schnieders Capital Management LLC. acquired a new position in American Express during the second quarter worth about $428,000. Howland Capital Management LLC raised its position in American Express by 4.2% during the second quarter. Howland Capital Management LLC now owns 2,216 shares of the payment services company’s stock worth $707,000 after acquiring an additional 90 shares during the last quarter. Finally, Level Four Advisory Services LLC lifted its holdings in shares of American Express by 6.4% in the second quarter. Level Four Advisory Services LLC now owns 7,447 shares of the payment services company’s stock valued at $2,376,000 after purchasing an additional 447 shares in the last quarter. Institutional investors and hedge funds own 84.33% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on AXP shares. Evercore set a $393.00 price objective on American Express in a research report on Tuesday, February 10th. Credit Suisse Group set a $328.00 price target on American Express in a report on Monday, January 12th. Morgan Stanley set a $395.00 price objective on American Express in a research report on Tuesday, January 20th. Royal Bank Of Canada restated an “outperform” rating on shares of American Express in a report on Monday, March 16th. Finally, Wolfe Research started coverage on shares of American Express in a report on Monday, December 8th. They set a “peer perform” rating for the company. Nine investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, American Express has a consensus rating of “Hold” and a consensus target price of $352.95.

American Express Stock Performance

American Express stock opened at $292.40 on Monday. The stock has a fifty day moving average price of $329.61 and a 200 day moving average price of $347.03. American Express Company has a 52 week low of $220.43 and a 52 week high of $387.49. The firm has a market capitalization of $200.52 billion, a P/E ratio of 19.00, a PEG ratio of 1.24 and a beta of 1.14. The company has a current ratio of 1.59, a quick ratio of 1.58 and a debt-to-equity ratio of 1.68.

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

American Express Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Friday, April 3rd will be paid a dividend of $0.95 per share. This is an increase from American Express’s previous quarterly dividend of $0.82. This represents a $3.80 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date of this dividend is Thursday, April 2nd. American Express’s payout ratio is 24.69%.

Insider Activity at American Express

In other American Express news, insider Howard Grosfield sold 8,134 shares of the business’s stock in a transaction dated 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 completion of the sale, the insider owned 9,433 shares of the company’s stock, valued at approximately $3,270,704.09. The trade was a 46.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Ravikumar Radhakrishnan sold 15,000 shares of the firm’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $356.58, for a total value of $5,348,700.00. Following the completion of the transaction, the insider owned 8,945 shares in the company, valued at approximately $3,189,608.10. This trade represents a 62.64% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 73,944 shares of company stock worth $26,114,366 in the last 90 days. Company insiders own 0.20% of the company’s stock.

Trending Headlines about American Express

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

• Positive Sentiment: AXP is pushing new product and technology initiatives — the company rolled out a 2% cash-back Graphite card and is expanding AI-driven tools aimed at deepening engagement with business customers, which could support spend and revenue growth over time. American Express Bets Big on AI, Cash Back in 2026 Push
• Positive Sentiment: Investor-focused coverage highlights sustained demand for premium cards and membership services, which supports higher-margin revenue streams and customer loyalty—one of the reasons long-term thesis holders remain constructive. 3 Things Every American Express Investor Needs to Know
• Neutral Sentiment: Analysis argues AXP is not materially threatened by rapid AI disintermediation of commerce today — management and analysts point to AmEx’s network, data, and premium customer base as defenses vs. “agentic AI” threats. This is more a reassurance than a near-term catalyst. Why American Express Doesn’t Fear an Agentic AI Shop-ocalypse
• Neutral Sentiment: Industry moves and competitor developments (Bread Financial, Clear Secure, travel rental players) are shaping the competitive and travel-spend backdrop; these stories can shift relative sentiment toward card issuers but are not direct AXP catalysts. BFH Stock Near 52-Week High: A Signal for Investors to Hold Tight? Hertz Stock and Other Shutdown Winners Slump as TSA Funding Truce Signals End to Travel Chaos
• Negative Sentiment: Market headlines note AXP declined more than the broader market today; short-term price pressure appears driven by recent share-price weakness and investor rotation away from higher-beta financials. Why American Express (AXP) Dipped More Than Broader Market Today
• Negative Sentiment: Investors remain sensitive to recent fundamental signals — AXP’s latest quarter showed only a very small EPS miss and management set FY‑2026 EPS guidance that the market will closely scrutinize; lingering valuation concerns and the stock’s YTD weakness keep downside risk elevated. Is It Time To Revisit American Express (AXP) After Recent Share Price Weakness?

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.