Stratos Wealth Partners LTD. Boosts Stock Holdings in American Express Company $AXP

Stratos Wealth Partners LTD. lifted its holdings in American Express Company (NYSE:AXP) by 7.3% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 31,282 shares of the payment services company’s stock after purchasing an additional 2,134 shares during the period. Stratos Wealth Partners LTD.’s holdings in American Express were worth $10,391,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of the business. Gratus Wealth Advisors LLC increased its holdings in shares of American Express by 0.8% in the 3rd quarter. Gratus Wealth Advisors LLC now owns 3,712 shares of the payment services company’s stock valued at $1,233,000 after acquiring an additional 28 shares during the period. McGlone Suttner Wealth Management Inc. boosted its position in American Express by 1.0% during the third quarter. McGlone Suttner Wealth Management Inc. now owns 2,910 shares of the payment services company’s stock valued at $967,000 after purchasing an additional 29 shares in the last quarter. Walkner Condon Financial Advisors LLC grew its stake in American Express by 2.1% in the third quarter. Walkner Condon Financial Advisors LLC now owns 1,378 shares of the payment services company’s stock valued at $458,000 after purchasing an additional 29 shares during the last quarter. Sandy Cove Advisors LLC raised its holdings in American Express by 2.1% in the third quarter. Sandy Cove Advisors LLC now owns 1,462 shares of the payment services company’s stock worth $485,000 after purchasing an additional 30 shares in the last quarter. Finally, Centerpoint Advisors LLC lifted its position in shares of American Express by 0.8% during the third quarter. Centerpoint Advisors LLC now owns 3,871 shares of the payment services company’s stock valued at $1,286,000 after buying an additional 30 shares during the last quarter. Institutional investors own 84.33% of the company’s stock.

American Express News Summary

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?

Analyst Ratings Changes

Several research analysts recently commented on AXP shares. Wall Street Zen lowered shares of American Express from a “buy” rating to a “hold” rating in a research note on Sunday, November 9th. Evercore set a $400.00 price target on shares of American Express in a report on Tuesday, January 6th. Barclays increased their price objective on American Express from $355.00 to $367.00 and gave the company an “equal weight” rating in a report on Tuesday, January 6th. BTIG Research reaffirmed a “sell” rating and set a $328.00 target price on shares of American Express in a research report on Monday, February 2nd. Finally, UBS Group reissued a “neutral” rating and issued a $395.00 price target on shares of American Express in a report on Wednesday, February 4th. Nine equities research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $354.78.

View Our Latest Report on AXP

Insider Buying and Selling at American Express

In other American Express news, insider Anna Marrs sold 27,425 shares of the company’s stock in a transaction that occurred on Thursday, February 5th. The stock was sold at an average price of $350.01, for a total value of $9,599,024.25. Following the sale, the insider owned 20,394 shares in the company, valued at approximately $7,138,103.94. This represents a 57.35% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, insider Ravikumar Radhakrishnan sold 15,000 shares of the business’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $356.58, for a total transaction of $5,348,700.00. Following the completion of the transaction, the insider owned 8,945 shares of the company’s stock, valued at approximately $3,189,608.10. This represents a 62.64% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 65,810 shares of company stock worth $23,294,065. Insiders own 0.20% of the company’s stock.

American Express Price Performance

Shares of NYSE AXP opened at $354.18 on Thursday. American Express Company has a 52 week low of $220.43 and a 52 week high of $387.49. The business’s 50 day moving average price is $368.26 and its 200 day moving average price is $346.45. The company has a quick ratio of 1.66, a current ratio of 1.59 and a debt-to-equity ratio of 1.68. The firm 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:AXPGet Free Report) last posted 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). The business had revenue of ($17,139.00) million for the quarter, compared to analysts’ expectations of $18.91 billion. American Express had a return on equity of 33.49% and a net margin of 15.00%.The business’s quarterly revenue was up 10.5% compared to the same quarter last year. During the same period in the prior year, the business posted $3.04 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. On average, sell-side 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 was paid on Tuesday, February 10th. Shareholders of record on Friday, January 2nd were given a dividend of $0.82 per share. This represents a $3.28 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend was Friday, January 2nd. American Express’s dividend payout ratio (DPR) is currently 21.31%.

American Express Company Profile

(Free Report)

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.

See Also

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Institutional Ownership by Quarter for American Express (NYSE:AXP)

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