Blair William & Co. IL Raises Holdings in American Express Company $AXP

Posted by Defense World Staff on Mar 7th, 2026

American Express logo Blair William & Co. IL increased its position in American Express Company (NYSE:AXP – Free Report) by 3.7% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 703,490 shares of the payment services company’s stock after acquiring an additional 24,920 shares during the quarter. Blair William & Co. IL owned about 0.10% of American Express worth $233,671,000 as of its most recent SEC filing.

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

American Express News Roundup

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

Positive Sentiment: Board approved a 16% quarterly dividend increase to $0.95 and emphasized shareholder returns, a supportive sign for income-focused investors. American Express Announces 16% Increase in Quarterly Dividend
Positive Sentiment: New long-term stadium and NFL team partnerships aim to drive card engagement and incremental transactions in key metro markets — a revenue/TPV growth lever for premium cardholders. American Express announces stadium, NFL team partnerships
Positive Sentiment: Company is expanding tech initiatives (AI partner Traversal) and planning a new World Trade Center HQ, signaling investment in operations and long-term productivity improvements. American Express Taps AI And Sports Deals As Stock Trades Below Targets
Neutral Sentiment: Valuation write-ups note the dividend hike and partnerships but also point out the recent pullback — useful context for investors reassessing entry points. Taking A Fresh Look At American Express (AXP) Valuation After Dividend Hike And New Sports Partnerships
Neutral Sentiment: Company updated its Q1 earnings date and will webcast the annual meeting — housekeeping items that provide upcoming catalysts/communication opportunities. American Express Updates First-Quarter 2026 Earnings Date and Plans to Host Live Audio Webcast of Annual Meeting of Shareholders
Negative Sentiment: Commentary says the current slide looks more sentiment-driven than business-driven — highlighting panic selling and momentum losses as drivers of the near-term weakness. American Express Stock’s Slide Worsens as Shares Hit $300. Time to Buy?
Negative Sentiment: Short interest has risen materially, indicating growing bearish positioning that can amplify downward moves. American Express Company (NYSE:AXP) Sees Large Increase in Short Interest
Negative Sentiment: New premium cards from competitors (Robinhood’s $695 Platinum) are being positioned against Amex’s lucrative premium card franchise — potential pressure on market share and fee income over time. Robinhood’s new $695 Platinum card vs $895 Amex Platinum: Which one has better perks?
Negative Sentiment: Analysis pointing to a ~12% slip in March cites concerns about disruption (AI, competition) and investor rotation away from expensive financial names. Why American Express Stock Slipped 12% In March

American Express Stock Performance

NYSE:AXP opened at $300.83 on Friday. The firm has a market cap of $206.55 billion, a PE ratio of 19.55, a price-to-earnings-growth ratio of 1.30 and a beta of 1.14. American Express Company has a fifty-two week low of $220.43 and a fifty-two week 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 business has a 50 day moving average price of $350.90 and a 200-day moving average price of $349.03.

American Express (NYSE:AXP – Get Free Report) last issued its quarterly earnings data on Friday, January 30th. The payment services company reported $3.53 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 net margin of 15.00% and a return on equity of 33.49%. The business’s revenue was up 10.5% on a year-over-year basis. 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. Equities research analysts predict that American Express Company will post 15.33 earnings per share for the current year.

American Express Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 8th. Stockholders of record on Friday, April 3rd will be given a $0.95 dividend. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.3%. This is a boost from American Express’s previous quarterly dividend of $0.82. American Express’s payout ratio is currently 21.31%.

Analysts Set New Price Targets

A number of research firms recently weighed in on AXP. JPMorgan Chase & Co. decreased their target price on shares of American Express from $385.00 to $375.00 and set a “neutral” rating on the stock in a report on Monday, February 2nd. Weiss Ratings upgraded shares of American Express from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, December 29th. Truist Financial decreased their price target on shares of American Express from $420.00 to $400.00 and set a “buy” rating on the stock in a report on Monday, February 2nd. Wells Fargo & Company increased their price objective on American Express from $400.00 to $425.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 17th. Finally, Wall Street Zen cut American Express from a “buy” rating to a “hold” rating in a research report on Sunday, November 9th. Nine research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $352.73.

Read Our Latest Stock Report on AXP

Insider Buying and Selling at American Express

In other American Express news, insider Ravikumar Radhakrishnan sold 15,000 shares of the firm’s stock in a transaction that occurred on 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 completion of the transaction, the insider owned 8,945 shares of the company’s stock, valued at approximately $3,189,608.10. This trade represents a 62.64% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Anna Marrs sold 27,425 shares of American Express stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $350.01, for a total transaction of $9,599,024.25. Following the transaction, the insider owned 20,394 shares of the company’s stock, valued at $7,138,103.94. The trade was a 57.35% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 73,944 shares of company stock worth $26,114,366 in the last ninety days. 0.20% of the stock is owned by company insiders.

American Express Profile

(Free Report)

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.