American Express Company $AXP Shares Sold by Envestnet Asset Management Inc.

Envestnet Asset Management Inc. trimmed its position in American Express Company (NYSE:AXP) by 3.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 657,670 shares of the payment services company’s stock after selling 21,938 shares during the quarter. Envestnet Asset Management Inc. owned approximately 0.10% of American Express worth $218,452,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Brighton Jones LLC boosted its position in shares of American Express by 24.4% during the 4th quarter. Brighton Jones LLC now owns 6,481 shares of the payment services company’s stock worth $1,924,000 after acquiring an additional 1,273 shares in the last quarter. Sivia Capital Partners LLC lifted 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 purchasing an additional 200 shares during the last quarter. Sax Wealth Advisors LLC boosted its holdings in American Express by 3.6% in the second quarter. Sax Wealth Advisors LLC now owns 2,048 shares of the payment services company’s stock valued at $653,000 after purchasing an additional 72 shares in the last quarter. Valmark Advisers Inc. increased its stake in American Express by 8.5% in the second quarter. Valmark Advisers Inc. now owns 1,598 shares of the payment services company’s stock valued at $510,000 after purchasing an additional 125 shares during the last quarter. Finally, Dempze Nancy E raised its holdings in American Express by 210.2% during the second quarter. Dempze Nancy E now owns 3,459 shares of the payment services company’s stock worth $1,103,000 after purchasing an additional 2,344 shares in the last quarter. Institutional investors and hedge funds own 84.33% of the company’s stock.

American Express Stock Performance

NYSE AXP opened at $354.50 on Friday. The firm has a market cap of $244.20 billion, a P/E ratio of 23.03, a P/E/G ratio of 1.49 and a beta of 1.14. American Express Company has a 52-week low of $220.43 and a 52-week high of $387.49. The business’s 50-day moving average price is $368.66 and its 200 day moving average price is $344.74. 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 posted its quarterly earnings data on Friday, January 30th. The payment services company reported $3.53 earnings per share for the quarter, missing analysts’ consensus estimates of $3.54 by ($0.01). American Express had a return on equity of 33.49% and a net margin of 15.00%.The company had revenue of ($17,139.00) million for the quarter, compared to analyst estimates of $18.91 billion. During the same period in the previous year, the business posted $3.04 earnings per share. The firm’s revenue was up 10.5% compared to the same quarter last year. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. On average, equities research analysts expect that American Express Company will post 15.33 earnings per share for the current year.

American Express Announces Dividend

The company also recently disclosed 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. This represents a $3.28 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date is Friday, January 2nd. American Express’s dividend payout ratio (DPR) is 21.31%.

Key American Express News

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

• Positive Sentiment: AmEx launched a Flexible Payment Option (instant line of credit) for small businesses — a revenue‑and‑engagement driver in a high‑margin business line that can boost spending and receivables growth. AmEx Debuts Flexible Payments for Small Businesses
• Positive Sentiment: Q4 showed double‑digit revenue and earnings growth, prompting valuation discussions that support a constructive medium‑term outlook if growth persists. This underpins investor interest despite a tiny EPS miss. Assessing American Express (AXP) Valuation After Strong Double Digit Revenue And Earnings Growth
• Positive Sentiment: Several bullish/opinion pieces argue AXP remains a long‑term compounder, highlighting brand, premium card economics, and return on equity as reasons to own. Could Buying American Express (AXP) Today Set You Up for Life?
• Neutral Sentiment: Zacks notes heightened investor attention to AXP and summarizes factors to watch (growth, margins, guidance) — useful monitoring signals rather than immediate catalysts. American Express Company (AXP) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Robert W. Baird reaffirmed a Hold on AXP, reflecting analyst caution despite solid fundamentals — supports muted near‑term moves. Robert W. Baird Keeps Their Hold Rating on American Express (AXP)
• Neutral Sentiment: Analyst roundups highlight that while AXP underperformed the market over the past year, many analysts remain cautiously optimistic — mixed signals for momentum traders. Do Wall Street Analysts Like American Express Stock?
• Negative Sentiment: BTIG issued a Sell rating, adding downward pressure by increasing perceived near‑term risk vs. reward. American Express (NYSE:AXP) Earns “Sell” Rating from BTIG Research
• Negative Sentiment: JPMorgan published a pessimistic forecast for AXP’s share price, feeding short‑term negativity among institutional investors. JPMorgan Chase & Co. Issues Pessimistic Forecast for American Express (NYSE:AXP) Stock Price
• Negative Sentiment: Truist trimmed its price target to $400 — a reduction that signals tempered upside expectations and may limit bullish analyst momentum. Truist Financial Lowers American Express (NYSE:AXP) Price Target to $400.00
• Negative Sentiment: Some market commentary questions whether AXP can regain momentum after recent underperformance, adding caution to near‑term positioning. Is American Express a Buy, Sell, or Hold in 2026?

Analyst Ratings Changes

Several brokerages have recently issued reports on AXP. The Goldman Sachs Group restated a “buy” rating and issued a $420.00 target price on shares of American Express in a report on Tuesday, January 6th. TD Cowen restated a “hold” rating on shares of American Express in a research note on Thursday, January 8th. Credit Suisse Group set a $328.00 target price on American Express in a research report on Monday, January 12th. Wells Fargo & Company boosted their target price on American Express from $400.00 to $425.00 and gave the company an “overweight” rating in a report on Wednesday, December 17th. Finally, Evercore ISI set a $400.00 price target on American Express in a research note on Tuesday, January 6th. Nine analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $353.05.

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.