Strategy Asset Managers LLC Sells 1,995 Shares of American Express Company $AXP

Strategy Asset Managers LLC decreased its stake in American Express Company (NYSE:AXP) by 55.6% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,590 shares of the payment services company’s stock after selling 1,995 shares during the period. Strategy Asset Managers LLC’s holdings in American Express were worth $528,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Gratus Wealth Advisors LLC increased its holdings in American Express by 0.8% during the third quarter. Gratus Wealth Advisors LLC now owns 3,712 shares of the payment services company’s stock worth $1,233,000 after buying an additional 28 shares during the last quarter. McGlone Suttner Wealth Management Inc. increased its position in American Express by 1.0% during the third quarter. McGlone Suttner Wealth Management Inc. now owns 2,910 shares of the payment services company’s stock worth $967,000 after buying an additional 29 shares during the last quarter. Walkner Condon Financial Advisors LLC raised its stake in 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 buying an additional 29 shares during the period. Sandy Cove Advisors LLC lifted its position in shares of American Express by 2.1% in the third quarter. Sandy Cove Advisors LLC now owns 1,462 shares of the payment services company’s stock valued at $485,000 after buying an additional 30 shares during the last quarter. Finally, Bath Savings Trust Co increased its holdings in shares of American Express by 1.1% during the 3rd quarter. Bath Savings Trust Co now owns 2,922 shares of the payment services company’s stock worth $971,000 after acquiring an additional 31 shares during the last quarter. Institutional investors own 84.33% of the company’s stock.

Key Stories Impacting American Express

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

• Positive Sentiment: Truist trimmed its price target from $420 to $400 but kept a “buy” rating, signaling continued conviction in AmEx’s long-term earnings power and implying meaningful upside from current levels. Truist lowers AXP target but keeps buy
• Positive Sentiment: Analysis published by Kalkine notes AXP’s momentum appears stable on the NYSE Composite, which supports near-term resilience in the stock amid mixed headlines. Momentum looks stable
• Neutral Sentiment: JPMorgan lowered its price target from $385 to $375 and moved to a “neutral” rating — a modest pullback in upside expectations but not a dimming of the company’s core outlook. JPMorgan lowers AXP target
• Neutral Sentiment: A Benzinga piece summarizing analyst expectations outlines mixed views on AmEx’s medium-term growth drivers and consensus estimates; this keeps the stock sensitive to upcoming metric beats/misses (new accounts, spend trends). Analyst expectations for AXP
• Negative Sentiment: Benzinga reports that new card sign-ups have softened and an analyst reiterated a “sell” rating with a $328 target, citing weakening customer-acquisition momentum — a direct growth concern that pressured the stock. New card sign-ups losing steam
• Negative Sentiment: BTIG reaffirmed its “sell” stance with a $328 price target, reinforcing downside risk in some brokers’ view if growth/slowing account trends persist. BTIG reaffirms sell
• Negative Sentiment: Yahoo reports AmEx is weighing a move to 2 World Trade Center, which could increase long-term occupancy costs and signal higher fixed expenses; investors may view this as a potential near-term headwind to margins. Weighs 2 World Trade Center move

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on AXP shares. Credit Suisse Group set a $328.00 price target on American Express in a report on Monday, January 12th. Compass Point restated a “neutral” rating and set a $324.00 target price on shares of American Express in a research note on Monday, October 20th. Evercore ISI set a $400.00 target price on shares of American Express in a report on Tuesday, January 6th. The Goldman Sachs Group reissued a “buy” rating and issued a $420.00 price target on shares of American Express in a report on Tuesday, January 6th. Finally, Wolfe Research started coverage on American Express in a report on Monday, December 8th. They set a “peer perform” rating for the company. Nine equities research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $352.59.

American Express Stock Performance

Shares of NYSE:AXP opened at $352.95 on Tuesday. American Express Company has a 12-month low of $220.43 and a 12-month high of $387.49. The company’s 50 day moving average price is $369.32 and its two-hundred day moving average price is $344.32. The firm has a market cap of $243.13 billion, a PE ratio of 22.93, a PEG ratio of 1.48 and a beta of 1.15. The company has a quick ratio of 1.66, a current ratio of 1.68 and a debt-to-equity ratio of 1.68.

American Express (NYSE:AXP) last issued its quarterly earnings results on Friday, January 30th. The payment services company reported $3.53 earnings per share (EPS) for the quarter, missing the consensus estimate of $3.54 by ($0.01). American Express had a net margin of 15.00% and a return on equity of 33.49%. The company had revenue of ($17,139.00) million during the quarter, compared to the consensus estimate of $18.91 billion. During the same quarter last year, the firm posted $3.04 earnings per share. The company’s quarterly revenue was up 10.5% on a year-over-year basis. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Equities research analysts predict that American Express Company will post 15.33 earnings per share for the current year.

American Express Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, February 10th. Investors of record on Friday, January 2nd will be given a $0.82 dividend. The ex-dividend date is Friday, January 2nd. This represents a $3.28 dividend on an annualized basis and a dividend yield of 0.9%. American Express’s dividend payout ratio (DPR) is presently 21.31%.

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.