Fisher Asset Management LLC Increases Stock Holdings in American Express Company $AXP

Fisher Asset Management LLC grew its stake in American Express Company (NYSE:AXP) by 1.7% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 8,881,546 shares of the payment services company’s stock after purchasing an additional 146,586 shares during the period. American Express makes up approximately 1.1% of Fisher Asset Management LLC’s portfolio, making the stock its 25th biggest holding. Fisher Asset Management LLC’s holdings in American Express were worth $2,950,095,000 at the end of the most recent reporting period.

Several other hedge funds have also recently modified their holdings of the stock. Valley Wealth Managers Inc. increased its stake in American Express by 153.3% in the 3rd quarter. Valley Wealth Managers Inc. now owns 76 shares of the payment services company’s stock valued at $25,000 after buying an additional 46 shares during the period. Manning & Napier Advisors LLC acquired a new stake in shares of American Express in the 3rd quarter worth $27,000. Access Investment Management LLC purchased a new stake in shares of American Express in the second quarter valued at about $26,000. Guerra Advisors Inc acquired a new position in shares of American Express during the third quarter worth about $28,000. Finally, Halbert Hargrove Global Advisors LLC raised its holdings in American Express by 210.7% during the third quarter. Halbert Hargrove Global Advisors LLC now owns 87 shares of the payment services company’s stock worth $29,000 after purchasing an additional 59 shares in the last quarter. 84.33% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at American Express

In other news, insider Howard Grosfield sold 8,134 shares of the firm’s stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $346.73, for a total value of $2,820,301.82. Following the transaction, the insider owned 9,433 shares of the company’s stock, valued at approximately $3,270,704.09. This trade represents a 46.30% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Anna Marrs sold 27,425 shares of the firm’s stock in a transaction dated Thursday, February 5th. The shares were sold at an average price of $350.01, for a total value of $9,599,024.25. Following the completion of the transaction, the insider directly owned 20,394 shares in the company, valued at $7,138,103.94. This trade represents a 57.35% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 73,944 shares of company stock valued at $26,114,366. 0.20% of the stock is currently owned by company insiders.

American Express Stock Performance

NYSE:AXP opened at $307.93 on Monday. The company has a market cap of $211.43 billion, a P/E ratio of 20.01, a P/E/G ratio of 1.31 and a beta of 1.15. The firm’s 50 day moving average is $358.41 and its two-hundred day moving average is $349.62. American Express Company has a fifty-two week low of $220.43 and a fifty-two week high of $387.49. The company has a quick ratio of 1.58, a current ratio of 1.59 and a debt-to-equity ratio of 1.68.

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

American Express Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, February 10th. Stockholders of record on Friday, January 2nd were issued a $0.82 dividend. This represents a $3.28 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date was Friday, January 2nd. American Express’s dividend payout ratio (DPR) is 21.31%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on the company. JPMorgan Chase & Co. lowered their price objective on American Express from $385.00 to $375.00 and set a “neutral” rating on the stock in a report on Monday, February 2nd. TD Cowen reaffirmed a “hold” rating on shares of American Express in a report on Thursday, January 8th. Credit Suisse Group set a $328.00 target price on American Express in a research report on Monday, January 12th. Barclays raised their price target on American Express from $355.00 to $367.00 and gave the company an “equal weight” rating in a research report on Tuesday, January 6th. Finally, Royal Bank Of Canada reissued an “outperform” rating and issued a $425.00 price objective on shares of American Express in a research note on Monday, January 12th. Nine research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $352.73.

Key Stories Impacting American Express

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

• Positive Sentiment: Large corporate real-estate move could be seen as a long-term vote of confidence in the business and NYC hub status; American Express will relocate its global HQ to 2 World Trade Center, a project that supports the firm’s long-term footprint and corporate visibility. American Express to move into new headquarters in final World Trade Center building
• Neutral Sentiment: Earlier session headlines and analyst coverage noted a rebound in AXP tied to macro / AI commentary (Nvidia CEO remarks) and mentions in listicles, but these items appear to have had only temporary upside ahead of today’s sell-off. Why the Market Dipped But American Express (AXP) Gained Today
• Negative Sentiment: Headline focus on AI-driven workforce cuts prompted fresh investor concern and selling pressure, cited in market commentary as a near-term catalyst for the drop. Is It Time to Sell American Express Stock?
• Negative Sentiment: Unusual options activity: buyers bought ~21,709 put contracts (≈31% above average), indicating elevated short-term bearish bets and hedging demand that can amplify downside. (No direct article link provided.)
• Negative Sentiment: Short interest rose ~20% in February to ~8.6M shares, increasing the proportion of shares sold short and adding downward pressure risk if sentiment worsens. (Data summary provided in market feeds.)
• Negative Sentiment: Opinion / analysis pieces are flagging AXP’s YTD pullback (roughly mid-February-to-date slump and discussion of whether the fall is a buying opportunity or structural warning), which can drive momentum-based selling. American Express Has Slumped: Is It a Bargain or a Red Flag?

American Express 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.