APG Asset Management N.V. Sells 72,718 Shares of American Express Company $AXP

APG Asset Management N.V. decreased its stake in shares of American Express Company (NYSE:AXP) by 16.9% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 358,696 shares of the payment services company’s stock after selling 72,718 shares during the quarter. APG Asset Management N.V. owned about 0.05% of American Express worth $119,144,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Valley Wealth Managers Inc. increased its position in American Express by 153.3% in the third quarter. Valley Wealth Managers Inc. now owns 76 shares of the payment services company’s stock worth $25,000 after purchasing an additional 46 shares during the last quarter. Access Investment Management LLC purchased a new position in shares of American Express in the 2nd quarter worth $26,000. Manning & Napier Advisors LLC purchased a new position in shares of American Express in the 3rd quarter worth $27,000. Guerra Advisors Inc bought a new stake in shares of American Express in the 3rd quarter worth about $28,000. Finally, Halbert Hargrove Global Advisors LLC raised its position in shares of American Express by 210.7% during the 3rd quarter. Halbert Hargrove Global Advisors LLC now owns 87 shares of the payment services company’s stock valued at $29,000 after buying an additional 59 shares in the last quarter. 84.33% of the stock is owned by institutional investors.

More American Express News

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 Trading Down 8.2%

NYSE AXP opened at $307.93 on Friday. American Express Company has a one year low of $220.43 and a one year high of $387.49. 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 capitalization of $211.43 billion, a price-to-earnings ratio of 20.01, a price-to-earnings-growth ratio of 1.31 and a beta of 1.14. The company’s 50-day simple moving average is $358.41 and its two-hundred day simple moving average is $349.32.

American Express (NYSE:AXP) last issued its quarterly earnings data 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 business had revenue of ($17,139.00) million for the quarter, compared to analysts’ expectations of $18.91 billion. American Express had a net margin of 15.00% and a return on equity of 33.49%. The business’s quarterly revenue was up 10.5% compared to the same quarter last year. During the same period in the previous year, the business earned $3.04 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Equities analysts forecast that American Express Company will post 15.33 EPS for the current fiscal year.

American Express Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, February 10th. Investors of record on Friday, January 2nd were given a dividend of $0.82 per share. The ex-dividend date of this dividend was Friday, January 2nd. This represents a $3.28 dividend on an annualized basis and a yield of 1.1%. American Express’s dividend payout ratio (DPR) is presently 21.31%.

Insider Buying and Selling

In other American Express news, insider Howard Grosfield sold 8,134 shares of the business’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $346.73, for a total value of $2,820,301.82. Following the completion of the transaction, the insider directly owned 9,433 shares in the company, valued at approximately $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 SEC, which can be accessed through the SEC website. Also, insider Ravikumar Radhakrishnan sold 15,000 shares of the stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $356.58, for a total transaction of $5,348,700.00. Following the sale, the insider directly owned 8,945 shares of the company’s stock, valued at approximately $3,189,608.10. The trade was a 62.64% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 73,944 shares of company stock worth $26,114,366 over the last ninety days. 0.20% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

Several research analysts recently commented on AXP shares. Wolfe Research initiated coverage on American Express in a research report on Monday, December 8th. They issued a “peer perform” rating for the company. UBS Group reaffirmed a “neutral” rating and issued a $395.00 price objective on shares of American Express in a research note on Wednesday, February 4th. Barclays lifted their target price on American Express from $355.00 to $367.00 and gave the stock an “equal weight” rating in a report on Tuesday, January 6th. TD Cowen restated a “hold” rating on shares of American Express in a report on Thursday, January 8th. Finally, Truist Financial reduced their price objective on shares of American Express from $420.00 to $400.00 and set a “buy” rating on the stock in a research report on Monday, February 2nd. Nine investment analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $352.73.

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.