Boston Common Asset Management LLC Sells 7,376 Shares of American Express Company $AXP

Boston Common Asset Management LLC reduced its stake in shares of American Express Company (NYSE:AXP) by 25.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 21,888 shares of the payment services company’s stock after selling 7,376 shares during the quarter. Boston Common Asset Management LLC’s holdings in American Express were worth $7,270,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently modified their holdings of the company. Triad Wealth Partners LLC purchased a new position in American Express during the third quarter valued at $202,000. CNB Bank grew its position in shares of American Express by 104.3% during the third quarter. CNB Bank now owns 905 shares of the payment services company’s stock valued at $301,000 after purchasing an additional 462 shares in the last quarter. Charter Oak Capital Management LLC increased its holdings in shares of American Express by 15.5% in the third quarter. Charter Oak Capital Management LLC now owns 753 shares of the payment services company’s stock worth $250,000 after purchasing an additional 101 shares during the last quarter. Avidian Wealth Enterprises LLC lifted its position in shares of American Express by 11.7% in the third quarter. Avidian Wealth Enterprises LLC now owns 2,520 shares of the payment services company’s stock worth $837,000 after buying an additional 264 shares in the last quarter. Finally, Osborne Partners Capital Management LLC boosted its stake in American Express by 30.4% during the third quarter. Osborne Partners Capital Management LLC now owns 10,125 shares of the payment services company’s stock valued at $3,363,000 after buying an additional 2,360 shares during the last quarter. Hedge funds and other institutional investors own 84.33% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have issued reports on the company. Wall Street Zen downgraded American Express from a “buy” rating to a “hold” rating in a research note on Sunday, November 9th. Weiss Ratings upgraded shares of American Express from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, December 29th. Wolfe Research initiated coverage on shares of American Express in a research report on Monday, December 8th. They set a “peer perform” rating for the company. JPMorgan Chase & Co. boosted their target price on shares of American Express from $360.00 to $385.00 and gave the stock a “neutral” rating in a report on Monday, January 12th. Finally, HSBC set a $295.00 price target on shares of American Express and gave the company a “hold” rating in a report on Friday, October 10th. Nine analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $353.95.

Insider Activity

In related news, CMO Elizabeth Rutledge sold 50,000 shares of the business’s stock in a transaction on Friday, October 31st. The stock was sold at an average price of $360.21, for a total transaction of $18,010,500.00. Following the completion of the transaction, the chief marketing officer owned 85,577 shares in the company, valued at $30,825,691.17. The trade was a 36.88% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Corporate insiders own 0.20% of the company’s stock.

American Express Trading Up 2.1%

Shares of AXP opened at $359.62 on Thursday. The company’s fifty day simple moving average is $367.87 and its 200-day simple moving average is $341.84. The company has a market cap of $247.72 billion, a P/E ratio of 24.14, a P/E/G ratio of 1.47 and a beta of 1.15. The company has a current ratio of 1.61, a quick ratio of 1.59 and a debt-to-equity ratio of 1.78. American Express Company has a twelve month low of $220.43 and a twelve month high of $387.49.

American Express (NYSE:AXP) last issued its quarterly earnings results on Friday, January 30th. The payment services company reported ($11.85) EPS for the quarter, missing the consensus estimate of $3.56 by ($15.41). American Express had a net margin of 14.97% and a return on equity of 33.41%. The firm had revenue of ($17,139.00) million for the quarter, compared to the consensus estimate of $18.91 billion. As a group, analysts expect that American Express Company will post 15.33 EPS for the current year.

American Express Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, February 10th. Stockholders of record on Friday, January 2nd will be issued a $0.82 dividend. This represents a $3.28 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Friday, January 2nd. American Express’s dividend payout ratio is presently 22.01%.

Key Stories Impacting American Express

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

• Positive Sentiment: Financial sector rebound lifted AXP as traders pared initial selling after headlines, driving bank stocks higher on hopes the proposal won’t become law. Trump calls for Congress to enact 10% credit card interest rate cap; bank stocks rise
• Positive Sentiment: Citigroup’s CEO publicly said she does not expect Congress to approve a cap, reducing the near‑term legislative risk to card issuers like AXP. Citigroup CEO does not expect Congress to approve cap in credit card rates
• Neutral Sentiment: American Express announced a preferred‑share dividend payment (Series D), a modest cash‑return signal that supports income investors but has limited impact on common‑share valuation. American Express Declares Dividend on Series D Preferred Stock
• Neutral Sentiment: Several bullish commentaries on AXP’s long‑term merits (brand, network effects) remain in circulation, supporting investor interest but not changing near‑term regulatory risk. Is 2026 the Year to Buy American Express Stock?
• Negative Sentiment: President Trump’s call for a one‑year 10% cap on credit‑card APRs is a direct threat to card‑issuer economics — if enacted, it would compress interest income and could reduce card issuance/credit access, a material risk for AXP. Trump calls for Congress to enact 10% credit card interest rate cap; bank stocks rise
• Negative Sentiment: Bank leaders including JPMorgan’s Jamie Dimon warned the cap would be an “economic disaster,” highlighting the policy’s potential to harm profitability and credit supply — comments that increase uncertainty and could widen future volatility for AXP. Jamie Dimon says Trump’s credit card rate cap would be ‘economic disaster’
• Negative Sentiment: Analyses and investor flows show rising short interest and warnings that a cap could trigger a sell‑off in financials; this remains a downside risk if political momentum for a cap increases. Trump’s Proposed 10% Credit Card Rate Cap Would Hurt – What Dividend Investors Should Do

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.