Teamwork Financial Advisors LLC Sells 5,534 Shares of American Express Company $AXP

Teamwork Financial Advisors LLC cut its position in shares of American Express Company (NYSE:AXP) by 12.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 39,581 shares of the payment services company’s stock after selling 5,534 shares during the quarter. American Express accounts for 1.5% of Teamwork Financial Advisors LLC’s portfolio, making the stock its 26th biggest holding. Teamwork Financial Advisors LLC’s holdings in American Express were worth $14,643,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently added to or reduced their stakes in AXP. Brighton Jones LLC raised its stake in shares of American Express by 24.4% in the fourth quarter. Brighton Jones LLC now owns 6,481 shares of the payment services company’s stock valued at $1,924,000 after purchasing an additional 1,273 shares in the last quarter. Sivia Capital Partners LLC boosted its stake in American Express by 13.0% during the second quarter. Sivia Capital Partners LLC now owns 1,738 shares of the payment services company’s stock worth $554,000 after buying an additional 200 shares in the last quarter. Schnieders Capital Management LLC. acquired a new stake in American Express during the second quarter worth $428,000. Hillsdale Investment Management Inc. increased its holdings in American Express by 1.5% in the 2nd quarter. Hillsdale Investment Management Inc. now owns 2,680 shares of the payment services company’s stock valued at $855,000 after buying an additional 40 shares during the period. Finally, AlphaCore Capital LLC raised its stake in shares of American Express by 78.6% in the 2nd quarter. AlphaCore Capital LLC now owns 2,102 shares of the payment services company’s stock valued at $670,000 after buying an additional 925 shares in the last quarter. Institutional investors and hedge funds own 84.33% of the company’s stock.

American Express Price Performance

Shares of American Express stock opened at $294.76 on Monday. The stock has a market capitalization of $202.38 billion, a price-to-earnings ratio of 19.15, a P/E/G ratio of 1.25 and a beta of 1.15. The firm’s 50-day moving average price is $335.64 and its two-hundred day moving average price is $347.98. The company has a current ratio of 1.59, a quick ratio of 1.58 and a debt-to-equity ratio of 1.68. American Express Company has a 1-year low of $220.43 and a 1-year high of $387.49.

American Express (NYSE:AXP) last announced its earnings results 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 during 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 firm’s revenue was up 10.5% compared to the same quarter last year. During the same period in the previous year, the firm earned $3.04 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. On average, equities analysts predict that American Express Company will post 15.33 earnings per share for the current fiscal year.

American Express Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 8th. Stockholders of record on Friday, April 3rd will be paid a $0.95 dividend. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.3%. This is a boost from American Express’s previous quarterly dividend of $0.82. The ex-dividend date is Thursday, April 2nd. American Express’s dividend payout ratio is 21.31%.

Key Stories Impacting American Express

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

• Positive Sentiment: Company raised its quarterly dividend by ~16% and is pushing digital initiatives and partnerships that expand premium customer perks and corporate product integrations — supports recurring revenue and shareholder returns. How Amex’s Dividend Hike And Digital Push At American Express (AXP) Has Changed Its Investment Story
• Positive Sentiment: AmEx expanded its corporate product by adding virtual card features for SAP Concur clients — a sales motion that can increase fee revenue and stickiness in corporate spend. Amex soups up cards for Concur
• Positive Sentiment: Market commentators (Barron’s, The Motley Fool) argue the pullback creates a buying opportunity for long-term investors, citing AmEx’s premium brand, strong returns on equity, and Berkshire Hathaway support — helps buoy contrarian demand. Visa, Mastercard and American Express Have Gotten Roughed Up. The Case for Buying the Dip.
• Neutral Sentiment: Analysis pieces consider AXP among top financial stocks to own if rates become volatile due to geopolitical risk (Iran)—this frames AXP as resilient but is macro-dependent. Is American Express (AXP) The Best Financial Stock to Buy Amid Potential Interest Rate Volatility Coming Due to Iran War
• Neutral Sentiment: Industry/tech news (BrightQuery joining FINOS) and an unrelated insurer earnings release were picked up in feeds but have no direct, material impact on AmEx fundamentals. BrightQuery Becomes Gold Member of FINOS, the Fintech Open Source Foundation, and Joins Governing Board
• Negative Sentiment: Governance pressure: the National Legal and Policy Center and anti‑DEI activists have successfully pushed some companies (including calls at firms like AmEx) to remove DEI from board selection processes — heightens regulatory/shareholder friction and could create headline risk. After notable victories, anti-DEI shareholders turn sights on Trump’s SEC
• Negative Sentiment: Market reaction pieces note recent share weakness and larger-than-market declines in recent sessions — short-term sentiment and positioning (profit-taking, lower multiple) have pressured the stock. Here’s Why American Express (AXP) Fell More Than Broader Market

Insiders Place Their Bets

In other American Express news, insider Ravikumar Radhakrishnan sold 15,000 shares of the firm’s stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $356.58, for a total value of $5,348,700.00. Following the completion of the sale, the insider owned 8,945 shares in the company, valued at approximately $3,189,608.10. This trade represents a 62.64% decrease in their position. The transaction 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 business’s stock in a transaction dated 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 of the company’s stock, valued at approximately $3,270,704.09. This represents a 46.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 73,944 shares of company stock valued at $26,114,366. 0.20% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of equities analysts have recently commented on AXP shares. Evercore set a $393.00 target price on shares of American Express in a research report on Tuesday, February 10th. BTIG Research dropped their price target on shares of American Express from $328.00 to $285.00 and set a “sell” rating for the company in a research report on Monday, March 16th. Wells Fargo & Company raised their price target on shares of American Express from $400.00 to $425.00 and gave the stock an “overweight” rating in a research note on Wednesday, December 17th. Morgan Stanley set a $395.00 price objective on American Express in a research note on Tuesday, January 20th. Finally, JPMorgan Chase & Co. cut their target price on American Express from $385.00 to $375.00 and set a “neutral” rating for the company in a research report on Monday, February 2nd. Nine equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $354.86.

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.