American Express (NYSE:AXP) Insider Howard Grosfield Sells 8,134 Shares

American Express Company (NYSE:AXP) insider Howard Grosfield sold 8,134 shares of American Express stock in a transaction that occurred 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 completion of the transaction, the insider directly owned 9,433 shares in the company, valued at approximately $3,270,704.09. The trade was a 46.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link.

American Express Stock Down 1.5%

American Express stock opened at $337.84 on Friday. The business has a fifty day moving average price of $367.05 and a 200-day moving average price of $346.62. American Express Company has a 1-year low of $220.43 and a 1-year high of $387.49. The stock has a market capitalization of $231.96 billion, a price-to-earnings ratio of 21.95, a PEG ratio of 1.45 and a beta of 1.14. The company has a debt-to-equity ratio of 1.68, a current ratio of 1.59 and a quick ratio of 1.66.

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 the consensus estimate of $3.54 by ($0.01). The company 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 firm’s revenue for the quarter was up 10.5% on a year-over-year basis. During the same period in the prior year, the firm posted $3.04 EPS. 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 EPS for the current fiscal year.

American Express Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, February 10th. Shareholders of record on Friday, January 2nd were paid a dividend of $0.82 per share. This represents a $3.28 annualized dividend and a yield of 1.0%. The ex-dividend date was Friday, January 2nd. American Express’s payout ratio is presently 21.31%.

Analysts Set New Price Targets

AXP has been the subject of a number of recent research reports. Truist Financial reduced their price objective on American Express from $420.00 to $400.00 and set a “buy” rating for the company in a research note on Monday, February 2nd. DZ Bank raised American Express from a “sell” rating to a “hold” rating and set a $340.00 price target for the company in a report on Tuesday, October 21st. JPMorgan Chase & Co. dropped their price objective on shares of American Express from $385.00 to $375.00 and set a “neutral” rating on the stock in a research note on Monday, February 2nd. Credit Suisse Group set a $328.00 price objective on shares of American Express in a report on Monday, January 12th. Finally, Compass Point restated a “neutral” rating and set a $324.00 target price on shares of American Express in a research report on Monday, October 20th. Nine investment 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 stock has a consensus rating of “Hold” and an average price target of $354.78.

Trending Headlines about American Express

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

• Positive Sentiment: Management set FY‑2026 guidance for revenue growth (~9–10%) and EPS of $17.30–$17.90 (midpoint above some analyst expectations), reinforcing the narrative of resilient premium card spending supporting earnings. AXP anticipates a strong 2026 profit (Yahoo)
• Positive Sentiment: Coverage pieces and a Seeking Alpha “rating upgrade” highlight AmEx as a steady compounder, calling out premium spend strength and steady guidance as reasons to consider the stock. Seeking Alpha: AXP rating upgrade
• Positive Sentiment: Corporate actions and marketing (expanded NBA partnership, ongoing premium card activation efforts) support brand engagement and higher‑yield customer spend—a longer‑term revenue positive. NBA and American Express partnership
• Positive Sentiment: Quarterly dividend was paid (maintains yield ~0.9%); steady capital return is supportive for income‑focused holders. MarketBeat AXP dividend details
• Neutral Sentiment: Company presented at the UBS Financial Services Conference — useful detail for modeling and analyst updates but not an immediate catalyst by itself. UBS presentation (Seeking Alpha)
• Neutral Sentiment: American Express issued new debt to boost funding — improves liquidity/funding flexibility but raises leverage and interest‑cost exposure; market impact depends on size/terms. AXP boosts funding with new debt issuances
• Negative Sentiment: Large insider sales: Ravikumar Radhakrishnan sold 15,000 shares (~$5.35M at ≈$356.58) and Howard Grosfield sold 8,134 shares (~$2.82M at ≈$346.73). Big, concentrated insider reductions can weigh on near‑term sentiment. Insider trades alert (InsiderTrades)
• Negative Sentiment: Shares have underperformed peers and fell in recent sessions (coverage citing CNBC/Benzinga), which can trigger sector rebalancing outflows and exacerbate declines. CNBC ‘Final Trades’ note (Benzinga)
• Negative Sentiment: Analysts have trimmed targets/ratings (Evercore/JPMorgan moves referenced), a reminder expectations are being modestly reset—analyst downgrades/target cuts can be immediate share‑price pressure. Analyst notes and PT changes (Benzinga)

Hedge Funds Weigh In On American Express

Institutional investors and hedge funds have recently bought and sold shares of the business. Valley Wealth Managers Inc. increased its holdings in shares of American Express by 153.3% in the third quarter. Valley Wealth Managers Inc. now owns 76 shares of the payment services company’s stock valued at $25,000 after purchasing an additional 46 shares during the last quarter. Evolution Wealth Management Inc. increased its stake in shares of American Express by 6,600.0% in the 4th quarter. Evolution Wealth Management Inc. now owns 67 shares of the payment services company’s stock worth $25,000 after acquiring an additional 66 shares during the last quarter. Briaud Financial Planning Inc purchased a new position in shares of American Express during the 2nd quarter worth $26,000. Access Investment Management LLC acquired a new position in shares of American Express during the 2nd quarter valued at about $26,000. Finally, Joseph Group Capital Management purchased a new stake in shares of American Express in the 4th quarter valued at approximately $26,000. 84.33% of the stock is currently owned by institutional investors and hedge funds.

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.