Bluebird Wealth Management LLC Invests $2.53 Million in American Express Company $AXP

Bluebird Wealth Management LLC bought a new position in American Express Company (NYSE:AXP) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 6,843 shares of the payment services company’s stock, valued at approximately $2,531,000. American Express accounts for 2.4% of Bluebird Wealth Management LLC’s portfolio, making the stock its 13th largest position.

Several other hedge funds also recently made changes to their positions in the company. Gratus Wealth Advisors LLC lifted its stake in shares of American Express by 0.8% in the 3rd quarter. Gratus Wealth Advisors LLC now owns 3,712 shares of the payment services company’s stock worth $1,233,000 after acquiring an additional 28 shares during the period. Murphy & Mullick Capital Management Corp lifted its stake in shares of American Express by 10.0% in the third quarter. Murphy & Mullick Capital Management Corp now owns 308 shares of the payment services company’s stock valued at $105,000 after purchasing an additional 28 shares during the period. Capital Asset Advisory Services LLC lifted its stake in shares of American Express by 2.4% in the fourth quarter. Capital Asset Advisory Services LLC now owns 1,214 shares of the payment services company’s stock valued at $465,000 after purchasing an additional 28 shares during the period. Lantz Financial LLC lifted its stake in shares of American Express by 3.6% in the fourth quarter. Lantz Financial LLC now owns 808 shares of the payment services company’s stock valued at $299,000 after purchasing an additional 28 shares during the period. Finally, Walkner Condon Financial Advisors LLC lifted its stake in shares of American Express by 2.1% in the third quarter. Walkner Condon Financial Advisors LLC now owns 1,378 shares of the payment services company’s stock valued at $458,000 after purchasing an additional 29 shares during the period. Institutional investors and hedge funds own 84.33% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts recently commented on the stock. Barclays reduced their price objective on shares of American Express from $323.00 to $322.00 and set an “equal weight” rating for the company in a research note on Friday, April 24th. TD Cowen reiterated a “hold” rating on shares of American Express in a research note on Thursday, January 8th. Evercore set a $345.00 price objective on shares of American Express in a research note on Wednesday, April 29th. Credit Suisse Group set a $328.00 price objective on shares of American Express in a research note on Monday, January 12th. Finally, JPMorgan Chase & Co. reduced their price objective on shares of American Express from $375.00 to $325.00 and set a “neutral” rating for the company in a research note on Thursday, April 9th. Eight research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, American Express has an average rating of “Hold” and a consensus target price of $357.47.

Insider Transactions at American Express

In other American Express news, insider Howard Grosfield sold 8,134 shares of American Express stock in a transaction dated Thursday, February 12th. The shares were 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 owned 9,433 shares in the company, valued at approximately $3,270,704.09. The trade was a 46.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Ravikumar Radhakrishnan sold 15,000 shares of American Express stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $356.58, for a total transaction of $5,348,700.00. Following the transaction, the insider owned 8,945 shares of the company’s stock, valued at approximately $3,189,608.10. The trade was a 62.64% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 0.14% of the company’s stock.

American Express Stock Performance

Shares of AXP opened at $322.01 on Thursday. The company has a current ratio of 1.57, a quick ratio of 1.56 and a debt-to-equity ratio of 1.73. The stock has a market cap of $219.72 billion, a P/E ratio of 20.09, a PEG ratio of 1.28 and a beta of 1.08. The company has a 50-day moving average of $311.13 and a two-hundred day moving average of $344.25. American Express Company has a 12-month low of $273.89 and a 12-month high of $387.49.

American Express (NYSE:AXP) last announced its earnings results on Thursday, April 23rd. The payment services company reported $4.28 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.01 by $0.27. The company had revenue of $14.22 billion during the quarter, compared to analysts’ expectations of $18.60 billion. American Express had a net margin of 15.13% and a return on equity of 33.95%. The firm’s quarterly revenue was up 11.4% compared to the same quarter last year. During the same quarter in the previous year, the business posted $3.64 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, research analysts predict that American Express Company will post 17.59 EPS 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. Shareholders of record on Friday, April 3rd will be given a dividend of $0.95 per share. The ex-dividend date is Thursday, April 2nd. This is an increase from American Express’s previous quarterly dividend of $0.82. This represents a $3.80 dividend on an annualized basis and a yield of 1.2%. American Express’s dividend payout ratio (DPR) is presently 23.71%.

Key American Express News

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

• Positive Sentiment: Sale/exit from GBT refocuses capital on AmEx’s core card business and will generate cash and a one‑time gain, improving capital flexibility for buybacks and debt reduction. Read More.
• Positive Sentiment: Q1 results topped expectations and management reaffirmed 2026 guidance, supporting the view that underlying card spending and margins remain solid. Read More.
• Positive Sentiment: Management is returning capital to shareholders (large share repurchases since 2023 and a 16% dividend raise), which bolsters yield and buyback-driven EPS support. Read More.
• Positive Sentiment: New AI training and scholarship programs for small businesses expand AmEx’s merchant/SMB relationships and product stickiness, a long‑term revenue opportunity for business services and card spend. Read More.
• Neutral Sentiment: Preferred dividend declaration is procedural for preferred holders and has limited direct impact on common equity valuation. Read More.
• Neutral Sentiment: Broader payments/ travel headlines (Visa earnings beat, NYC Small Business Expo) provide context for sector trends but do not change AXP’s company‑specific catalysts. Read More.
• Negative Sentiment: Some commentary questions whether the faster dividend growth is sustainable over the long term given capital needs and cyclical risks — a risk for income‑sensitive investors if earnings slow. Read More.
• Negative Sentiment: Rising credit‑risk concerns at peers (e.g., commentary on Capital One) underscore industry credit vulnerability that could affect chargeoffs and margins if macro conditions deteriorate. Read More.

American Express Company 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.