American Express Company $AXP Shares Purchased by Greenwood Gearhart Inc.

Greenwood Gearhart Inc. lifted its position in American Express Company (NYSE:AXP) by 518.9% in the 3rd quarter, Holdings Channel.com reports. The fund owned 31,525 shares of the payment services company’s stock after acquiring an additional 26,431 shares during the period. Greenwood Gearhart Inc.’s holdings in American Express were worth $10,471,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also made changes to their positions in the company. Brighton Jones LLC increased its holdings 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 acquiring an additional 1,273 shares during the period. Sivia Capital Partners LLC grew its position in American Express by 13.0% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,738 shares of the payment services company’s stock worth $554,000 after purchasing an additional 200 shares during the last quarter. Schnieders Capital Management LLC. acquired a new stake in shares of American Express in the second quarter valued at approximately $428,000. Bessemer Group Inc. raised its holdings in shares of American Express by 19.1% during the second quarter. Bessemer Group Inc. now owns 32,160 shares of the payment services company’s stock valued at $10,258,000 after buying an additional 5,158 shares during the last quarter. Finally, Rossby Financial LCC boosted its position in shares of American Express by 57.5% during the second quarter. Rossby Financial LCC now owns 274 shares of the payment services company’s stock worth $87,000 after buying an additional 100 shares during the period. 84.33% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

AXP has been the topic of several recent analyst reports. The Goldman Sachs Group reaffirmed a “buy” rating and set a $420.00 target price on shares of American Express in a research note on Tuesday, January 6th. TD Cowen restated a “hold” rating on shares of American Express in a report on Thursday, January 8th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $425.00 price objective on shares of American Express in a research note on Monday, January 12th. BTIG Research reiterated a “sell” rating and issued a $328.00 price objective on shares of American Express in a research note on Monday, February 2nd. Finally, 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 report on Monday, February 2nd. Nine analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $352.73.

American Express Price Performance

Shares of NYSE AXP opened at $327.16 on Thursday. American Express Company has a fifty-two week low of $220.43 and a fifty-two week high of $387.49. The business has a fifty day moving average price of $360.59 and a two-hundred day moving average price of $349.01. The company has a debt-to-equity ratio of 1.68, a current ratio of 1.59 and a quick ratio of 1.58. The stock has a market capitalization of $224.63 billion, a PE ratio of 21.26, a P/E/G ratio of 1.36 and a beta of 1.14.

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

American Express Dividend Announcement

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

Insider Activity at American Express

In related news, insider Denise Pickett sold 23,385 shares of American Express stock in a transaction dated 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 completion of the sale, the insider owned 7,754 shares of the company’s stock, valued at approximately $2,767,480.14. This trade represents a 75.10% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Howard Grosfield sold 8,134 shares of the company’s 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 sale, the insider directly owned 9,433 shares in the company, valued at $3,270,704.09. This trade represents a 46.30% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 73,944 shares of company stock valued at $26,114,366 in the last three months. Insiders own 0.20% of the company’s stock.

More American Express News

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

• Positive Sentiment: American Express announced plans to build a new state-of-the-art global headquarters at 2 World Trade Center; the company will be sole owner and occupant and plans completion by 2031 — a signalling move of long-term commitment to New York, which can support brand, recruiting and collaboration benefits. American Express to Build New State-of-the-Art Global Headquarters at 2 World Trade Center
• Positive Sentiment: AXP deepened its NBA/WNBA partnerships to reach younger, high‑spending audiences and expand member perks and digital integrations — a revenue/engagement play that supports card spend and loyalty. American Express Deepens NBA Ties To Court Younger High Spending Fans
• Positive Sentiment: Analyses note AXP has outperformed the digital payments peer group over the past year and analysts remain cautiously optimistic — supportive context for relative strength in the sector. How Is American Express’ Stock Performance Compared to Other Digital Payments Stocks?
• Neutral Sentiment: Commentary highlights the stock has declined about 12% in 2026 despite strong 2025 results and upbeat 2026 guidance (high single‑digit revenue growth; mid‑teens EPS growth), framing AXP as a possible value/buying opportunity for long‑term investors. American Express Stock Has Fallen 12% in 2026. Time to Buy?
• Neutral Sentiment: Coverage pieces on long‑term returns and historical performance provide perspective but are unlikely to change near‑term price action. $1000 Invested In American Express 10 Years Ago Would Be Worth This Much Today
• Negative Sentiment: Short interest in AXP rose ~20% in February to ~8.62M shares (about 1.3% of float) — an uptick that can add selling pressure or increase volatility if negative sentiment grows. Source: short interest report

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.