American Express Company $AXP Holdings Lifted by Dempze Nancy E

Dempze Nancy E boosted its holdings in shares of American Express Company (NYSE:AXP) by 46.2% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 5,058 shares of the payment services company’s stock after buying an additional 1,599 shares during the period. Dempze Nancy E’s holdings in American Express were worth $1,680,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently bought and sold shares of the business. Notis McConarty Edward increased its holdings in shares of American Express by 38.4% in the 3rd quarter. Notis McConarty Edward now owns 5,304 shares of the payment services company’s stock valued at $1,762,000 after purchasing an additional 1,472 shares during the period. Kidder Stephen W boosted its holdings in shares of American Express by 115.2% during the third quarter. Kidder Stephen W now owns 6,616 shares of the payment services company’s stock worth $2,198,000 after purchasing an additional 3,541 shares during the period. Bridgewater Advisors Inc. grew its position in American Express by 3.2% during the third quarter. Bridgewater Advisors Inc. now owns 8,494 shares of the payment services company’s stock valued at $3,106,000 after purchasing an additional 262 shares in the last quarter. Puzo Michael J increased its stake in American Express by 36.0% in the 3rd quarter. Puzo Michael J now owns 10,568 shares of the payment services company’s stock valued at $3,510,000 after buying an additional 2,799 shares during the period. Finally, Broderick Brian C lifted its position in American Express by 25.4% in the 3rd quarter. Broderick Brian C now owns 7,357 shares of the payment services company’s stock worth $2,444,000 after buying an additional 1,489 shares in the last quarter. 84.33% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In related news, insider Denise Pickett sold 23,385 shares of the business’s stock in a transaction dated 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 completion of the transaction, the insider owned 7,754 shares of the company’s stock, valued at approximately $2,767,480.14. The trade was a 75.10% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Anna Marrs sold 27,425 shares of the stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $350.01, for a total value of $9,599,024.25. Following the sale, the insider owned 20,394 shares of the company’s stock, valued at approximately $7,138,103.94. The trade was a 57.35% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 73,944 shares of company stock worth $26,114,366. Insiders own 0.20% of the company’s stock.

American Express Stock Performance

AXP opened at $345.99 on Friday. The company has a debt-to-equity ratio of 1.68, a quick ratio of 1.58 and a current ratio of 1.59. The company has a market cap of $237.56 billion, a PE ratio of 22.48, a price-to-earnings-growth ratio of 1.45 and a beta of 1.14. The stock has a 50-day moving average of $364.00 and a 200-day moving average of $348.09. American Express Company has a 52-week low of $220.43 and a 52-week high of $387.49.

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

American Express Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, February 10th. Investors of record on Friday, January 2nd were 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 was Friday, January 2nd. American Express’s dividend payout ratio is currently 21.31%.

Wall Street Analysts Forecast Growth

Several research firms have recently commented on AXP. Barclays boosted their price target on shares of American Express from $355.00 to $367.00 and gave the company an “equal weight” rating in a report on Tuesday, January 6th. Weiss Ratings upgraded American Express from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, December 29th. Wolfe Research started coverage on American Express in a research note on Monday, December 8th. They set a “peer perform” rating for the company. Truist Financial reduced their price target on American Express from $420.00 to $400.00 and set a “buy” rating for the company in a report on Monday, February 2nd. Finally, Royal Bank Of Canada restated an “outperform” rating and issued a $425.00 price objective on shares of American Express in a report on Monday, January 12th. Nine investment 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’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $352.73.

Key Headlines Impacting American Express

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

• Positive Sentiment: Wells Fargo upgraded AXP to a Buy, providing fresh broker support that likely boosted investor confidence and buying interest. American Express (AXP) Receives a Buy from Wells Fargo
• Positive Sentiment: Analyses highlighting healthier January credit metrics and a valuation check have reduced near-term credit risk concerns and supported the stock’s earnings outlook. American Express (AXP) Valuation Check After Healthier January Credit Metrics
• Positive Sentiment: Commentary from independent outlets (Seeking Alpha, The Motley Fool) continues to frame AXP as a durable, long-term growth and dividend name, reinforcing bullish investor sentiment. American Express Outlook Remains Positive Despite Recent Volatility
• Neutral Sentiment: Broader analyst insight pieces discuss the financial sector generally and include AXP in comparative coverage—useful context but not an immediate catalyst by itself. Analysts Offer Insights on Financial Companies
• Neutral Sentiment: Macro market coverage (Dow weakness amid geopolitical tensions) is weighing on risk appetite broadly; this could limit upside for payment stocks even as company-specific news is positive. Stock Market Today: Dow Drops Amid U.S.-Iran Tensions; Warren Buffett Berkshire Holding Soars (Live Coverage)
• Negative Sentiment: Reports that American Express dropped specific board diversity criteria alongside other large firms have attracted negative ESG and reputational attention; this could draw activist scrutiny and pressure some institutional investors. American Express, Deere Drop Board Diversity Criteria as 78% Disclosure Rate Falls

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.