CIBC Bancorp USA Inc. Invests $25.09 Million in American Express Company $AXP

CIBC Bancorp USA Inc. acquired a new position in American Express Company (NYSE:AXP) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 75,520 shares of the payment services company’s stock, valued at approximately $25,085,000.

A number of other institutional investors also recently bought and sold shares of AXP. Trajan Wealth LLC raised its stake in shares of American Express by 30.9% in the third quarter. Trajan Wealth LLC now owns 24,901 shares of the payment services company’s stock worth $8,271,000 after buying an additional 5,881 shares during the period. Hillsdale Investment Management Inc. grew its stake in shares of American Express by 218.7% during the 3rd quarter. Hillsdale Investment Management Inc. now owns 8,540 shares of the payment services company’s stock valued at $2,837,000 after acquiring an additional 5,860 shares during the period. ZEGA Investments LLC purchased a new stake in American Express in the 3rd quarter worth approximately $1,080,000. Sumitomo Mitsui Trust Group Inc. increased its holdings in American Express by 0.3% in the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 1,598,743 shares of the payment services company’s stock worth $531,038,000 after acquiring an additional 4,080 shares in the last quarter. Finally, Sumitomo Mitsui Financial Group Inc. raised its stake in American Express by 11.7% during the 3rd quarter. Sumitomo Mitsui Financial Group Inc. now owns 82,863 shares of the payment services company’s stock worth $27,524,000 after acquiring an additional 8,651 shares during the period. 84.33% of the stock is owned by institutional investors.

American Express Trading Down 2.1%

AXP stock opened at $293.99 on Thursday. 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 1-year low of $220.43 and a 1-year high of $387.49. The business has a 50 day simple moving average of $339.01 and a two-hundred day simple moving average of $348.31. The company has a market capitalization of $201.86 billion, a price-to-earnings ratio of 19.10, a PEG ratio of 1.27 and a beta of 1.14.

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

American Express Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, May 8th. Investors of record on Friday, April 3rd will be paid a dividend of $0.95 per share. The ex-dividend date of this dividend is Thursday, April 2nd. This is a positive change 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 is 21.31%.

Insider Activity at American Express

In other news, insider Ravikumar Radhakrishnan sold 15,000 shares of the firm’s stock in a transaction dated Monday, February 9th. The stock was 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 in the company, valued at $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 SEC, which is available at the SEC website. Also, insider Anna Marrs sold 27,425 shares of American Express stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $350.01, for a total value of $9,599,024.25. Following the completion of the sale, the insider directly owned 20,394 shares in the company, valued at $7,138,103.94. This trade represents a 57.35% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 73,944 shares of company stock valued at $26,114,366. 0.20% of the stock is currently owned by insiders.

Key American Express News

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

• Positive Sentiment: Amid recent weakness some investors view AXP as a buy-the-dip with intact growth and shareholder returns—the company recently raised its dividend ~16% and bulls point to continued top- and bottom-line momentum. 1 Top Dividend Stock to Buy With Double-Digit Dividend and Earnings Growth
• Positive Sentiment: Some analysts and commentators call AXP an attractive dip-buy, citing continued growth, strong ROE and the company’s guidance for 2026—this support may cap downside. American Express Is An Attractive Dip Buy As Growth Continues
• Neutral Sentiment: Comparative analysis highlights Visa’s network model, cross-border strength and ecosystem investments as competitive advantages vs. AXP, underscoring sector dynamics investors should watch but not an immediate company-specific headwind. Visa vs. American Express: Which Stock Has the Better Charge?
• Neutral Sentiment: Bank of America trimmed AXP’s price target by a small amount but kept a Buy rating after February operating results; this is a minor revision rather than a negative rerating. Bank of America Sees Stable Credit Trends in American Express (AXP) Update
• Neutral Sentiment: Coverage notes and analyst commentary are mixed—some sources present conflicted views on AXP’s near-term trajectory, contributing to investor uncertainty rather than a clear directional trigger. Analysts Offer Insights on Financial Companies: American Express (AXP) and Cboe Global Markets (CBOE)
• Negative Sentiment: High-volume put option purchases point to increased short-term bearish positioning and hedging activity, which can amplify downward pressure on the stock. Stock Traders Purchase High Volume of American Express Put Options (NYSE:AXP)
• Negative Sentiment: BTIG issued a pessimistic forecast for AXP’s share price, adding fresh negative analyst sentiment that likely weighed on investor confidence. BTIG Research Issues Pessimistic Forecast for American Express (NYSE:AXP) Stock Price
• Negative Sentiment: Market commentary flagged why AXP fell more than the broader market today, summarizing the mix of negative notes and option activity as drivers of the larger decline. Here’s Why American Express (AXP) Fell More Than Broader Market

Analysts Set New Price Targets

Several brokerages have weighed in on AXP. The Goldman Sachs Group reaffirmed a “buy” rating and set a $420.00 price target on shares of American Express in a report on Tuesday, January 6th. Evercore set a $393.00 price objective on shares of American Express in a research note on Tuesday, February 10th. Morgan Stanley set a $395.00 price objective on shares of American Express in a research report on Tuesday, January 20th. TD Cowen reaffirmed a “hold” rating on shares of American Express in a report on Thursday, January 8th. Finally, Truist Financial cut their price target on American Express from $420.00 to $400.00 and set a “buy” rating for the company in a research note on Monday, February 2nd. Nine equities research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $354.86.

About American Express

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.