Nutshell Asset Management Ltd Invests $797,000 in American Express Company $AXP

Nutshell Asset Management Ltd bought a new stake in shares of American Express Company (NYSE:AXP) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 2,400 shares of the payment services company’s stock, valued at approximately $797,000. American Express makes up about 0.4% of Nutshell Asset Management Ltd’s investment portfolio, making the stock its 26th largest holding.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Valley Wealth Managers Inc. lifted its holdings in American Express by 153.3% in the third quarter. Valley Wealth Managers Inc. now owns 76 shares of the payment services company’s stock worth $25,000 after buying an additional 46 shares during the period. Manning & Napier Advisors LLC purchased a new position in shares of American Express during the 3rd quarter worth approximately $27,000. Guerra Advisors Inc purchased a new position in shares of American Express during the 3rd quarter worth approximately $28,000. Halbert Hargrove Global Advisors LLC raised its position in shares of American Express by 210.7% in the 3rd quarter. Halbert Hargrove Global Advisors LLC now owns 87 shares of the payment services company’s stock worth $29,000 after acquiring an additional 59 shares in the last quarter. Finally, Grey Fox Wealth Advisors LLC purchased a new position in shares of American Express in the 3rd quarter valued at approximately $34,000. Hedge funds and other institutional investors own 84.33% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on AXP shares. Morgan Stanley set a $395.00 price target on American Express in a research report on Tuesday, January 20th. Weiss Ratings raised American Express from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, December 29th. JPMorgan Chase & Co. dropped their target price on shares of American Express from $385.00 to $375.00 and set a “neutral” rating on the stock in a report on Monday, February 2nd. BTIG Research reaffirmed a “sell” rating and issued a $328.00 target price on shares of American Express in a research report on Monday, February 2nd. Finally, UBS Group reiterated a “neutral” rating and issued a $395.00 price target on shares of American Express in a research note on Wednesday, February 4th. Nine 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. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $352.73.

American Express Price Performance

Shares of NYSE AXP opened at $300.83 on Monday. The firm has a market cap of $206.55 billion, a P/E ratio of 19.55, a PEG ratio of 1.27 and a beta of 1.14. 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 Company has a twelve month low of $220.43 and a twelve month high of $387.49. The company has a 50 day moving average of $350.90 and a 200 day moving average of $349.62.

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 the consensus estimate 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 net margin of 15.00% and a return on equity of 33.49%. The company’s quarterly revenue was up 10.5% on a year-over-year basis. During the same period last year, the business earned $3.04 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, research analysts expect that American Express Company will post 15.33 EPS for the current fiscal year.

American Express Increases Dividend

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

Key American Express News

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

• Positive Sentiment: Board approved a 16% quarterly dividend increase to $0.95 and emphasized shareholder returns, a supportive sign for income-focused investors. American Express Announces 16% Increase in Quarterly Dividend
• Positive Sentiment: New long-term stadium and NFL team partnerships aim to drive card engagement and incremental transactions in key metro markets — a revenue/TPV growth lever for premium cardholders. American Express announces stadium, NFL team partnerships
• Positive Sentiment: Company is expanding tech initiatives (AI partner Traversal) and planning a new World Trade Center HQ, signaling investment in operations and long-term productivity improvements. American Express Taps AI And Sports Deals As Stock Trades Below Targets
• Neutral Sentiment: Valuation write-ups note the dividend hike and partnerships but also point out the recent pullback — useful context for investors reassessing entry points. Taking A Fresh Look At American Express (AXP) Valuation After Dividend Hike And New Sports Partnerships
• Neutral Sentiment: Company updated its Q1 earnings date and will webcast the annual meeting — housekeeping items that provide upcoming catalysts/communication opportunities. American Express Updates First-Quarter 2026 Earnings Date and Plans to Host Live Audio Webcast of Annual Meeting of Shareholders
• Negative Sentiment: Commentary says the current slide looks more sentiment-driven than business-driven — highlighting panic selling and momentum losses as drivers of the near-term weakness. American Express Stock’s Slide Worsens as Shares Hit $300. Time to Buy?
• Negative Sentiment: Short interest has risen materially, indicating growing bearish positioning that can amplify downward moves. American Express Company (NYSE:AXP) Sees Large Increase in Short Interest
• Negative Sentiment: New premium cards from competitors (Robinhood’s $695 Platinum) are being positioned against Amex’s lucrative premium card franchise — potential pressure on market share and fee income over time. Robinhood’s new $695 Platinum card vs $895 Amex Platinum: Which one has better perks?
• Negative Sentiment: Analysis pointing to a ~12% slip in March cites concerns about disruption (AI, competition) and investor rotation away from expensive financial names. Why American Express Stock Slipped 12% In March

Insider Activity at American Express

In other American Express news, 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 sale, the insider directly owned 8,945 shares in the company, valued at approximately $3,189,608.10. The trade was a 62.64% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Denise Pickett sold 23,385 shares of the stock in a transaction on Thursday, February 5th. The shares were sold at an average price of $356.91, for a total value of $8,346,340.35. Following the transaction, the insider directly owned 7,754 shares in the company, valued at $2,767,480.14. The trade was a 75.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 73,944 shares of company stock valued at $26,114,366 in the last quarter. 0.20% of the stock is currently owned by corporate insiders.

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.