Independent Advisor Alliance Sells 6,361 Shares of American Express Company $AXP

Independent Advisor Alliance reduced its holdings in American Express Company (NYSE:AXP) by 18.2% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 28,642 shares of the payment services company’s stock after selling 6,361 shares during the quarter. Independent Advisor Alliance’s holdings in American Express were worth $9,514,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Trinity Legacy Partners LLC grew its position in shares of American Express by 0.4% during the 3rd quarter. Trinity Legacy Partners LLC now owns 16,257 shares of the payment services company’s stock worth $5,864,000 after buying an additional 62 shares during the period. Tyche Wealth Partners LLC boosted its stake in American Express by 2.6% during the third quarter. Tyche Wealth Partners LLC now owns 1,634 shares of the payment services company’s stock worth $543,000 after acquiring an additional 41 shares in the last quarter. Everhart Financial Group Inc. grew its holdings in American Express by 16.3% in the third quarter. Everhart Financial Group Inc. now owns 4,946 shares of the payment services company’s stock worth $1,643,000 after purchasing an additional 692 shares during the period. Howard Capital Management Inc. increased its stake in American Express by 2.9% in the third quarter. Howard Capital Management Inc. now owns 3,929 shares of the payment services company’s stock valued at $1,305,000 after purchasing an additional 111 shares in the last quarter. Finally, OneAscent Investment Solutions LLC raised its holdings in shares of American Express by 5.1% during the third quarter. OneAscent Investment Solutions LLC now owns 1,076 shares of the payment services company’s stock valued at $357,000 after purchasing an additional 52 shares during the period. 84.33% of the stock is currently owned by institutional investors.

Key Stories Impacting American Express

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

• Positive Sentiment: Management set FY2026 EPS guidance of $17.30–$17.90 and revenue guidance roughly $78.7B–$79.5B, which sits at/above Street revenue expectations and implies mid‑high single‑digit growth — a key reason investors are focusing on the outlook rather than the quarterly miss.
• Positive Sentiment: Q4 revenue grew ~10% y/y and card‑member spending remained strong, supporting the company’s growth narrative and the confident 2026 outlook. AXP Stock Falls Despite Revenue Beat After Q4 Earnings Report
• Positive Sentiment: Board approved a meaningful dividend increase (reported as ~16%), which is supportive for income‑oriented investors and signals confidence in cash flow. American Express Posts Strong 2025 Results, Raises Dividend
• Neutral Sentiment: Analysts have mixed/timely coverage — some firms reiterate buy ratings citing attractive risk/reward and valuation upside, which could limit downside if results stay in-line with guidance. American Express: Attractive Risk-Reward, Solid Growth Outlook
• Negative Sentiment: Q4 EPS of $3.53 slightly missed consensus (by ~$0.01–$0.04 depending on source), and some headlines emphasize the profit miss as a near‑term catalyst for selling pressure. Scorecard: Grading American Express Q4 Earnings
• Negative Sentiment: Rising customer‑engagement and operating costs were called out on the call and in analyst notes as the main drag on margin expansion, which clouds near‑term EPS trajectory. AXP Q4 Earnings Lag Estimates on Rising Customer Engagement Costs
• Negative Sentiment: Regulatory risk headlines (discussion of a potential credit‑card rate cap) and a strategic shift to higher‑fee premium cards (more marketing to Platinum vs. no‑fee products) create execution and political/regulatory uncertainty that can pressure sentiment. American Express, credit card provider to the wealthy, wants even more high spenders CEO on rate cap

American Express Stock Down 1.8%

AXP stock opened at $352.14 on Friday. The firm has a market capitalization of $242.57 billion, a PE ratio of 23.63, a P/E/G ratio of 1.50 and a beta of 1.15. The company has a quick ratio of 1.59, a current ratio of 1.61 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. The stock’s 50 day moving average is $369.37 and its 200-day moving average is $343.84.

American Express (NYSE:AXP) last released its quarterly earnings results 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 company had revenue of ($17,139.00) million during the quarter, compared to analysts’ expectations of $18.91 billion. American Express had a net margin of 14.97% and a return on equity of 33.41%. The company’s quarterly revenue was up 10.5% compared to the same quarter last year. During the same period in the previous year, the company posted $3.04 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Sell-side analysts expect that American Express Company will post 15.33 EPS for the current fiscal year.

American Express Dividend Announcement

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

Analysts Set New Price Targets

Several analysts have recently commented on the company. The Goldman Sachs Group restated a “buy” rating and issued a $420.00 target price on shares of American Express in a research note on Tuesday, January 6th. Barclays increased their price target on American Express from $355.00 to $367.00 and gave the stock an “equal weight” rating in a report on Tuesday, January 6th. DZ Bank upgraded American Express from a “sell” rating to a “hold” rating and set a $340.00 price objective for the company in a report on Tuesday, October 21st. Truist Financial upped their target price on American Express from $395.00 to $420.00 and gave the stock a “buy” rating in a research report on Monday, December 22nd. Finally, Credit Suisse Group set a $328.00 price target on shares of American Express in a research report on Monday, January 12th. 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’s stock. According to data from MarketBeat.com, American Express has a consensus rating of “Hold” and an average target price of $353.95.

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.