Denise Pickett Sells 23,385 Shares of American Express (NYSE:AXP) Stock

American Express Company (NYSE:AXP) insider Denise Pickett sold 23,385 shares of the business’s stock in a transaction that occurred on Thursday, February 5th. The stock was sold at an average price of $356.91, for a total value of $8,346,340.35. Following the transaction, the insider directly owned 7,754 shares in the company, valued at $2,767,480.14. This trade represents a 75.10% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link.

American Express Trading Up 1.3%

NYSE AXP opened at $359.26 on Friday. American Express Company has a 12 month low of $220.43 and a 12 month high of $387.49. The company has a current ratio of 1.68, a quick ratio of 1.66 and a debt-to-equity ratio of 1.68. The stock has a 50 day moving average of $368.52 and a 200-day moving average of $345.42. The company has a market cap of $247.48 billion, a PE ratio of 23.34, a PEG ratio of 1.52 and a beta of 1.14.

American Express (NYSE:AXP) last posted 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). The firm had revenue of ($17,139.00) million for the quarter, compared to the consensus estimate of $18.91 billion. American Express had a return on equity of 33.49% and a net margin of 15.00%.The business’s revenue was up 10.5% compared to the same quarter last year. During the same period last year, the company posted $3.04 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. On average, equities research analysts anticipate that American Express Company will post 15.33 EPS for the current fiscal year.

American Express Dividend Announcement

The firm 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 dividend on an annualized basis and a yield of 0.9%. American Express’s dividend payout ratio (DPR) is presently 21.31%.

Key Headlines Impacting American Express

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

• Positive Sentiment: Truist reaffirmed a Buy on AXP, citing the company’s underlying growth despite rising costs after Q4 — this supports upside expectations from analysts who focus on AmEx’s margin and card‑member trends. Truist Maintains Buy Rating on American Express
• Positive Sentiment: AmEx launched a Flexible Payment Option for small businesses (instant line of credit), which can expand payment volume and merchant relationships — a growth catalyst for loan receivables and fees. AmEx Debuts Flexible Payments for Small Businesses
• Positive Sentiment: Analysts and commentators are reassessing AXP’s valuation after double‑digit revenue and earnings growth in the latest quarter and a FY‑2026 EPS guide that implies upside vs. some street estimates. That narrative supports the current uptick. Assessing American Express (AXP) Valuation After Strong Double Digit Revenue And Earnings Growth
• Neutral Sentiment: Multiple news services report that brokerages’ consensus rating is Hold, reflecting mixed views — steady fundamentals but limited near‑term upside per some firms. American Express Company (NYSE:AXP) Receives Consensus Rating of “Hold” from Brokerages
• Neutral Sentiment: Robert W. Baird and other outlets reiterate cautious/hold stances; analysts remain broadly optimistic on long‑term cash flows but cautious on near‑term multiples. Robert W. Baird Keeps Their Hold Rating on American Express (AXP)
• Neutral Sentiment: Market commentary and comparisons (e.g., GBOOY vs AXP) keep AXP on investors’ radar for relative value, but don’t shift consensus decisively. GBOOY or AXP: Which Is the Better Value Stock Right Now?
• Negative Sentiment: A Fool.com piece questions whether AXP is a buy given recent underperformance versus the broader market, a narrative that can cap enthusiasm and limit multiple expansion. Is American Express a Buy, Sell, or Hold in 2026?

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in AXP. Planning Alternatives Ltd. ADV raised its position in shares of American Express by 9.1% in the fourth quarter. Planning Alternatives Ltd. ADV now owns 1,090 shares of the payment services company’s stock valued at $403,000 after buying an additional 91 shares in the last quarter. EverSource Wealth Advisors LLC increased its stake in American Express by 25.9% during the 4th quarter. EverSource Wealth Advisors LLC now owns 5,924 shares of the payment services company’s stock worth $2,191,000 after acquiring an additional 1,218 shares during the period. Delta Financial Advisors LLC raised its holdings in American Express by 16.7% in the 4th quarter. Delta Financial Advisors LLC now owns 2,464 shares of the payment services company’s stock valued at $912,000 after acquiring an additional 353 shares in the last quarter. Americana Partners LLC lifted its position in shares of American Express by 41.0% during the 4th quarter. Americana Partners LLC now owns 14,168 shares of the payment services company’s stock valued at $5,241,000 after acquiring an additional 4,122 shares during the period. Finally, Legato Capital Management LLC acquired a new stake in shares of American Express during the 4th quarter worth $1,172,000. Institutional investors and hedge funds own 84.33% of the company’s stock.

Analyst Ratings Changes

Several research analysts have recently commented on AXP shares. Wolfe Research started coverage on American Express in a research note on Monday, December 8th. They set a “peer perform” rating for the company. Evercore set a $400.00 price target on American Express in a report on Tuesday, January 6th. TD Cowen reiterated a “hold” rating on shares of American Express in a report on Thursday, January 8th. JPMorgan Chase & Co. dropped their price objective on shares of American Express from $385.00 to $375.00 and set a “neutral” rating on the stock in a research report on Monday, February 2nd. Finally, Weiss Ratings upgraded shares of American Express from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, December 29th. 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. Based on data from MarketBeat.com, American Express currently has a consensus rating of “Hold” and a consensus price target of $353.05.

About American Express

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.