American Express Company $AXP Shares Sold by Clarkston Capital Partners LLC

Clarkston Capital Partners LLC lessened its holdings in shares of American Express Company (NYSE:AXP) by 8.0% in the third quarter, according to its most recent filing with the SEC. The firm owned 134,537 shares of the payment services company’s stock after selling 11,635 shares during the quarter. Clarkston Capital Partners LLC’s holdings in American Express were worth $44,688,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of AXP. Valley Wealth Managers Inc. grew its position in American Express by 153.3% in the 3rd quarter. Valley Wealth Managers Inc. now owns 76 shares of the payment services company’s stock valued at $25,000 after buying an additional 46 shares in the last quarter. Manning & Napier Advisors LLC acquired a new position in American Express during the 3rd quarter valued at about $27,000. Guerra Advisors Inc bought a new stake in shares of American Express during the 3rd quarter worth about $28,000. Halbert Hargrove Global Advisors LLC lifted its stake in shares of American Express by 210.7% in the 3rd quarter. Halbert Hargrove Global Advisors LLC now owns 87 shares of the payment services company’s stock worth $29,000 after acquiring an additional 59 shares during the period. Finally, Grey Fox Wealth Advisors LLC acquired a new stake in shares of American Express in the 3rd quarter worth approximately $34,000. Institutional investors own 84.33% of the company’s stock.

Insider Activity

In related news, insider Denise Pickett sold 23,385 shares of the firm’s stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $356.91, for a total value 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. This trade represents a 75.10% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Howard Grosfield sold 8,134 shares of American Express stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $346.73, for a total transaction of $2,820,301.82. Following the transaction, the insider 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 disclosure for this sale is available in the SEC filing. Insiders have sold 73,944 shares of company stock worth $26,114,366 over the last three months. 0.20% of the stock is owned by insiders.

American Express Price Performance

NYSE AXP opened at $300.83 on Monday. American Express Company has a 1 year low of $220.43 and a 1 year high of $387.49. The business’s fifty day moving average is $350.90 and its two-hundred day moving average is $349.62. The stock has a market capitalization of $206.55 billion, a P/E ratio of 19.55, a P/E/G ratio of 1.27 and a beta of 1.14. The company has a debt-to-equity ratio of 1.68, a quick ratio of 1.58 and a current ratio of 1.59.

American Express (NYSE:AXP) last issued its quarterly earnings results on Friday, January 30th. The payment services company reported $3.53 earnings per share 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 analysts’ expectations of $18.91 billion. American Express had a return on equity of 33.49% and a net margin of 15.00%.The company’s revenue for the quarter was up 10.5% compared to the same quarter last year. During the same period in the prior year, the business posted $3.04 EPS. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. On average, research analysts forecast that American Express Company will post 15.33 earnings per share for the current fiscal year.

American Express Increases Dividend

The company 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. This represents a $3.80 annualized dividend and a dividend yield of 1.3%. This is an increase from American Express’s previous quarterly dividend of $0.82. The ex-dividend date of this dividend is Thursday, April 2nd. American Express’s payout ratio is 24.69%.

Wall Street Analyst Weigh In

AXP has been the subject of a number of research reports. The Goldman Sachs Group reaffirmed a “buy” rating and set a $420.00 price target on shares of American Express in a research note on Tuesday, January 6th. BTIG Research restated a “sell” rating and issued a $328.00 price objective on shares of American Express in a report on Monday, February 2nd. JPMorgan Chase & Co. decreased their target price on American Express from $385.00 to $375.00 and set a “neutral” rating for the company in a research note on Monday, February 2nd. Wall Street Zen lowered American Express from a “buy” rating to a “hold” rating in a report on Sunday, November 9th. Finally, Morgan Stanley set a $395.00 price target on shares of American Express in a research report on Tuesday, January 20th. 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 company. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $352.73.

Trending Headlines about American Express

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 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.