Oppenheimer & Co. Inc. Has $21.51 Million Stock Position in American Express Company $AXP

Oppenheimer & Co. Inc. reduced its position in American Express Company (NYSE:AXP) by 2.1% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 64,754 shares of the payment services company’s stock after selling 1,414 shares during the period. Oppenheimer & Co. Inc.’s holdings in American Express were worth $21,509,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the company. Valley Wealth Managers Inc. raised its holdings in shares of American Express by 153.3% during the 3rd quarter. Valley Wealth Managers Inc. now owns 76 shares of the payment services company’s stock valued at $25,000 after purchasing an additional 46 shares in the last quarter. Briaud Financial Planning Inc acquired a new position in American Express during the second quarter worth $26,000. Access Investment Management LLC bought a new position in American Express during the second quarter valued at about $26,000. Manning & Napier Advisors LLC acquired a new stake in shares of American Express in the third quarter worth about $27,000. Finally, Guerra Advisors Inc bought a new stake in shares of American Express during the 3rd quarter worth about $28,000. 84.33% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, insider Anna Marrs sold 27,425 shares of the company’s stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $350.01, for a total value of $9,599,024.25. Following the completion of the transaction, the insider directly owned 20,394 shares in the company, valued at approximately $7,138,103.94. This represents a 57.35% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Denise Pickett sold 23,385 shares of American Express stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $356.91, for a total transaction of $8,346,340.35. Following the sale, the insider owned 7,754 shares in the company, valued at $2,767,480.14. This represents a 75.10% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.20% of the company’s stock.

American Express Price Performance

Shares of American Express stock opened at $359.26 on Monday. The company has a debt-to-equity ratio of 1.68, a current ratio of 1.68 and a quick ratio of 1.66. The company has a market cap of $247.48 billion, a PE ratio of 23.34, a price-to-earnings-growth ratio of 1.52 and a beta of 1.14. The firm has a fifty day moving average price of $368.52 and a two-hundred day moving average price of $345.67. American Express Company has a fifty-two week low of $220.43 and a fifty-two week high of $387.49.

American Express (NYSE:AXP) last announced its quarterly earnings data 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). 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 for the quarter, compared to analyst estimates of $18.91 billion. During the same period in the prior year, the company posted $3.04 EPS. The firm’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. Analysts expect that American Express Company will post 15.33 EPS for the current year.

American Express Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, February 10th. Stockholders of record on Friday, January 2nd will be issued a dividend of $0.82 per share. This represents a $3.28 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Friday, January 2nd. American Express’s dividend payout ratio (DPR) is presently 21.31%.

American Express News Roundup

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?

Wall Street Analyst Weigh In

AXP has been the subject of several analyst reports. Evercore set a $400.00 target price on American Express in a report on Tuesday, January 6th. Truist Financial reduced their price objective on shares of American Express from $420.00 to $400.00 and set a “buy” rating for the company in a research note on Monday, February 2nd. Wolfe Research began coverage on shares of American Express in a research note on Monday, December 8th. They issued a “peer perform” rating on the stock. Royal Bank Of Canada reiterated an “outperform” rating and issued a $425.00 target price on shares of American Express in a report on Monday, January 12th. Finally, Wells Fargo & Company upped their price target on shares of American Express from $400.00 to $425.00 and gave the company an “overweight” rating in a report on Wednesday, December 17th. Nine research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $353.05.

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.