Banco Santander S.A. Buys 5,428 Shares of American Express Company $AXP

Banco Santander S.A. boosted its stake in shares of American Express Company (NYSE:AXP) by 27.3% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 25,323 shares of the payment services company’s stock after purchasing an additional 5,428 shares during the period. Banco Santander S.A.’s holdings in American Express were worth $8,411,000 as of its most recent filing with the SEC.

Other institutional investors have also recently made changes to their positions in the company. Gratus Wealth Advisors LLC grew its stake in shares of American Express by 0.8% in the third quarter. Gratus Wealth Advisors LLC now owns 3,712 shares of the payment services company’s stock valued at $1,233,000 after buying an additional 28 shares in the last quarter. Murphy & Mullick Capital Management Corp lifted its stake in American Express by 10.0% in the third quarter. Murphy & Mullick Capital Management Corp now owns 308 shares of the payment services company’s stock valued at $105,000 after acquiring an additional 28 shares during the last quarter. McGlone Suttner Wealth Management Inc. lifted its stake in American Express by 1.0% in the third quarter. McGlone Suttner Wealth Management Inc. now owns 2,910 shares of the payment services company’s stock valued at $967,000 after acquiring an additional 29 shares during the last quarter. Walkner Condon Financial Advisors LLC grew its position in shares of American Express by 2.1% in the 3rd quarter. Walkner Condon Financial Advisors LLC now owns 1,378 shares of the payment services company’s stock valued at $458,000 after acquiring an additional 29 shares during the period. Finally, Sandy Cove Advisors LLC increased its stake in shares of American Express by 2.1% during the 3rd quarter. Sandy Cove Advisors LLC now owns 1,462 shares of the payment services company’s stock worth $485,000 after purchasing an additional 30 shares during the last quarter. Institutional investors and hedge funds own 84.33% of the company’s stock.

American Express Price Performance

Shares of NYSE AXP opened at $307.93 on Friday. The business has a fifty day moving average price of $358.41 and a two-hundred day moving average price of $349.00. The stock has a market capitalization of $211.43 billion, a PE ratio of 20.01, a P/E/G ratio of 1.42 and a beta of 1.14. The company has a debt-to-equity ratio of 1.68, a current ratio of 1.59 and a quick ratio of 1.58. 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 issued its quarterly earnings results 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). The company had revenue of ($17,139.00) million during 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 firm’s revenue for the quarter was up 10.5% on a year-over-year basis. During the same quarter in the previous year, the business posted $3.04 EPS. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, equities analysts predict that American Express Company will post 15.33 earnings per share for the current fiscal year.

American Express Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, February 10th. Stockholders of record on Friday, January 2nd were given a $0.82 dividend. The ex-dividend date was Friday, January 2nd. This represents a $3.28 annualized dividend and a dividend yield of 1.1%. American Express’s payout ratio is presently 21.31%.

Insider Activity

In other American Express news, insider Howard Grosfield sold 8,134 shares of the business’s stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $346.73, for a total transaction of $2,820,301.82. Following the completion of the transaction, the insider directly owned 9,433 shares in the company, valued at $3,270,704.09. The trade was a 46.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Denise Pickett sold 23,385 shares of the company’s stock in a transaction 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 sale, the insider owned 7,754 shares of the company’s stock, valued at $2,767,480.14. The trade was a 75.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 73,944 shares of company stock worth $26,114,366. Insiders own 0.20% of the company’s stock.

Analyst Ratings Changes

AXP has been the subject of a number of research analyst reports. Morgan Stanley set a $395.00 price target on American Express in a report on Tuesday, January 20th. The Goldman Sachs Group reiterated a “buy” rating and set a $420.00 target price on shares of American Express in a research note on Tuesday, January 6th. Wolfe Research started coverage on American Express in a report on Monday, December 8th. They set a “peer perform” rating on the stock. Weiss Ratings raised American Express from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, December 29th. Finally, UBS Group reiterated a “neutral” rating and issued a $395.00 price objective on shares of American Express in a report on Wednesday, February 4th. Nine research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $352.73.

American Express News Summary

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

• Positive Sentiment: Large corporate real-estate move could be seen as a long-term vote of confidence in the business and NYC hub status; American Express will relocate its global HQ to 2 World Trade Center, a project that supports the firm’s long-term footprint and corporate visibility. American Express to move into new headquarters in final World Trade Center building
• Neutral Sentiment: Earlier session headlines and analyst coverage noted a rebound in AXP tied to macro / AI commentary (Nvidia CEO remarks) and mentions in listicles, but these items appear to have had only temporary upside ahead of today’s sell-off. Why the Market Dipped But American Express (AXP) Gained Today
• Negative Sentiment: Headline focus on AI-driven workforce cuts prompted fresh investor concern and selling pressure, cited in market commentary as a near-term catalyst for the drop. Is It Time to Sell American Express Stock?
• Negative Sentiment: Unusual options activity: buyers bought ~21,709 put contracts (≈31% above average), indicating elevated short-term bearish bets and hedging demand that can amplify downside. (No direct article link provided.)
• Negative Sentiment: Short interest rose ~20% in February to ~8.6M shares, increasing the proportion of shares sold short and adding downward pressure risk if sentiment worsens. (Data summary provided in market feeds.)
• Negative Sentiment: Opinion / analysis pieces are flagging AXP’s YTD pullback (roughly mid-February-to-date slump and discussion of whether the fall is a buying opportunity or structural warning), which can drive momentum-based selling. American Express Has Slumped: Is It a Bargain or a Red Flag?

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.