Barrow Hanley Mewhinney & Strauss LLC Has $400.41 Million Position in American Express Company $AXP

Barrow Hanley Mewhinney & Strauss LLC decreased its stake in American Express Company (NYSE:AXP) by 0.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,205,472 shares of the payment services company’s stock after selling 9,910 shares during the period. Barrow Hanley Mewhinney & Strauss LLC owned 0.17% of American Express worth $400,410,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Mackenzie Financial Corp increased its position in American Express by 0.4% during the 3rd quarter. Mackenzie Financial Corp now owns 62,293 shares of the payment services company’s stock valued at $20,691,000 after purchasing an additional 262 shares during the period. Quadrant Capital Group LLC boosted its stake in shares of American Express by 0.3% in the 3rd quarter. Quadrant Capital Group LLC now owns 33,136 shares of the payment services company’s stock valued at $11,006,000 after purchasing an additional 83 shares during the last quarter. Van ECK Associates Corp raised its stake in American Express by 5.1% during the third quarter. Van ECK Associates Corp now owns 17,109 shares of the payment services company’s stock worth $5,683,000 after buying an additional 833 shares during the last quarter. Capital Research Global Investors lifted its holdings in American Express by 0.7% in the third quarter. Capital Research Global Investors now owns 4,452,660 shares of the payment services company’s stock valued at $1,479,019,000 after buying an additional 29,331 shares during the period. Finally, Capital World Investors grew its holdings in American Express by 0.5% during the 3rd quarter. Capital World Investors now owns 5,122,335 shares of the payment services company’s stock worth $1,701,435,000 after acquiring an additional 24,297 shares during the period. 84.33% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting American Express

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

• Positive Sentiment: Bank of America Securities upgraded AXP to a Buy, providing immediate analyst support that can attract buyers and slow declines. American Express (AXP) Receives a Buy from Bank of America Securities
• Positive Sentiment: American Express announced a ~16% dividend increase, boosting income appeal for dividend investors and signaling confidence in cash flow. American Express Is Raising Its Payout by 16%
• Positive Sentiment: U.S. News & World Report credit-card awards included American Express among winners, reinforcing product competitiveness and consumer visibility. U.S. News & World Report Debuts 2026 Credit Card Awards
• Positive Sentiment: Company growth story tied to experiential offerings (sports) and a new World Trade Center HQ highlights strategic revenue channels and brand-building initiatives. American Express Growth Story Links Sports Experiences And New World Trade Center HQ
• Neutral Sentiment: Industry valuation pieces (e.g., Mastercard at ~25.9x P/E) provide peer context—investors are debating whether payments stocks are fairly priced, which can mute conviction on AXP moves. Mastercard at 25.9X P/E: Pricey, But Not Overpriced
• Neutral Sentiment: Several retrospective pieces on long-term returns and Berkshire Hathaway’s stake (Buffett’s exposure to AXP) keep attention on AXP as a long-term holding rather than a near-term trade. Investing $1K in Warren Buffett’s Favorite Bank Stocks
• Negative Sentiment: Short interest rose ~14.3% in February to 9.85M shares (≈1.4% of float), increasing potential selling pressure and downside risk if momentum turns negative. (February short interest data reproduced in the news feed.)
• Negative Sentiment: Reserve Bank of India data show AmEx’s active card base in India fell by ~118k year-over-year, signaling regional market share headwinds in a fast-growing market. Foreign banks’ credit card base shrinks as local rivals step up
• Negative Sentiment: Technicals and recent fundamentals are a drag: AXP trades well below its 50- and 200-day moving averages (~$349), and the Jan quarter showed a tiny EPS miss—factors that can amplify selling by momentum/quant strategies.

Analysts Set New Price Targets

A number of research analysts have recently issued reports on AXP shares. Credit Suisse Group set a $328.00 price objective on American Express in a research note on Monday, January 12th. 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 reiterated a “hold” rating on shares of American Express in a research note on Thursday, January 8th. Wolfe Research started coverage on shares of American Express in a research note on Monday, December 8th. They issued a “peer perform” rating for the company. Finally, The Goldman Sachs Group reissued a “buy” rating and set a $420.00 target price on shares of American Express in a research note on Tuesday, January 6th. Nine 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 an average rating of “Hold” and an average price target of $352.73.

Insider Activity at American Express

In related news, insider Howard Grosfield sold 8,134 shares of the firm’s stock in a transaction dated 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 sale, the insider owned 9,433 shares in the company, valued at approximately $3,270,704.09. This trade represents a 46.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Denise Pickett sold 23,385 shares of the company’s stock in a transaction 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 transaction, the insider directly owned 7,754 shares in the company, valued at $2,767,480.14. This represents a 75.10% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 73,944 shares of company stock worth $26,114,366. 0.20% of the stock is currently owned by corporate insiders.

American Express Stock Down 0.7%

AXP opened at $303.13 on Wednesday. American Express Company has a fifty-two week low of $220.43 and a fifty-two week high of $387.49. The firm has a market capitalization of $208.13 billion, a P/E ratio of 19.70, a PEG ratio of 1.29 and a beta of 1.14. The company’s 50-day moving average is $348.10 and its 200 day moving average is $349.48. 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 (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 analysts’ consensus estimates of $3.54 by ($0.01). The firm 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 company’s revenue for the quarter was up 10.5% on a year-over-year basis. During the same period in the previous year, the company posted $3.04 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Research analysts expect that American Express Company will post 15.33 earnings per share for the current fiscal year.

American Express Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 8th. Investors of record on Friday, April 3rd will be given a dividend of $0.95 per share. The ex-dividend date is Thursday, April 2nd. This is an increase from American Express’s previous quarterly dividend of $0.82. This represents a $3.80 annualized dividend and a yield of 1.3%. American Express’s dividend payout ratio (DPR) is currently 21.31%.

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.