Signet Financial Management LLC Acquires 1,992 Shares of American Express Company $AXP

Signet Financial Management LLC lifted its holdings in shares of American Express Company (NYSE:AXP) by 257.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,767 shares of the payment services company’s stock after purchasing an additional 1,992 shares during the quarter. Signet Financial Management LLC’s holdings in American Express were worth $1,024,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of the business. Trajan Wealth LLC grew 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 valued at $8,271,000 after acquiring an additional 5,881 shares in the last quarter. Hillsdale Investment Management Inc. increased its stake in American Express by 218.7% in the third 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 last quarter. ZEGA Investments LLC acquired a new position in shares of American Express during the 3rd quarter worth $1,080,000. Sumitomo Mitsui Trust Group Inc. raised its stake in American Express by 0.3% during the third 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. increased its position 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 purchasing an additional 8,651 shares in the last quarter. 84.33% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, insider Howard Grosfield sold 8,134 shares of the firm’s stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $346.73, for a total value of $2,820,301.82. Following the completion of the sale, the insider owned 9,433 shares of the company’s stock, valued at $3,270,704.09. This trade represents a 46.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, 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 sale, the insider directly owned 8,945 shares of the company’s stock, valued at approximately $3,189,608.10. This represents a 62.64% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 73,944 shares of company stock worth $26,114,366. Corporate insiders own 0.20% of the company’s stock.

More American Express News

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

• Positive Sentiment: Company raised its quarterly dividend by ~16% and is pushing digital initiatives and partnerships that expand premium customer perks and corporate product integrations — supports recurring revenue and shareholder returns. How Amex’s Dividend Hike And Digital Push At American Express (AXP) Has Changed Its Investment Story
• Positive Sentiment: AmEx expanded its corporate product by adding virtual card features for SAP Concur clients — a sales motion that can increase fee revenue and stickiness in corporate spend. Amex soups up cards for Concur
• Positive Sentiment: Market commentators (Barron’s, The Motley Fool) argue the pullback creates a buying opportunity for long-term investors, citing AmEx’s premium brand, strong returns on equity, and Berkshire Hathaway support — helps buoy contrarian demand. Visa, Mastercard and American Express Have Gotten Roughed Up. The Case for Buying the Dip.
• Neutral Sentiment: Analysis pieces consider AXP among top financial stocks to own if rates become volatile due to geopolitical risk (Iran)—this frames AXP as resilient but is macro-dependent. Is American Express (AXP) The Best Financial Stock to Buy Amid Potential Interest Rate Volatility Coming Due to Iran War
• Neutral Sentiment: Industry/tech news (BrightQuery joining FINOS) and an unrelated insurer earnings release were picked up in feeds but have no direct, material impact on AmEx fundamentals. BrightQuery Becomes Gold Member of FINOS, the Fintech Open Source Foundation, and Joins Governing Board
• Negative Sentiment: Governance pressure: the National Legal and Policy Center and anti‑DEI activists have successfully pushed some companies (including calls at firms like AmEx) to remove DEI from board selection processes — heightens regulatory/shareholder friction and could create headline risk. After notable victories, anti-DEI shareholders turn sights on Trump’s SEC
• Negative Sentiment: Market reaction pieces note recent share weakness and larger-than-market declines in recent sessions — short-term sentiment and positioning (profit-taking, lower multiple) have pressured the stock. Here’s Why American Express (AXP) Fell More Than Broader Market

American Express Trading Down 0.1%

Shares of AXP opened at $294.76 on Monday. The firm’s 50 day simple moving average is $335.64 and its 200 day simple moving average is $347.98. The company has a debt-to-equity ratio of 1.68, a current ratio of 1.59 and a quick ratio of 1.58. The company has a market capitalization of $202.38 billion, a P/E ratio of 19.15, a P/E/G ratio of 1.25 and a beta of 1.15. American Express Company has a 1-year low of $220.43 and a 1-year high of $387.49.

American Express (NYSE:AXP) last released its 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 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 business’s quarterly revenue was up 10.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $3.04 EPS. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Sell-side analysts forecast that American Express Company will post 15.33 earnings per share for the current fiscal year.

American Express Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Friday, April 3rd will be given a dividend of $0.95 per share. This represents a $3.80 dividend on an annualized basis and a yield of 1.3%. 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. American Express’s dividend payout ratio is currently 21.31%.

Analyst Ratings Changes

A number of brokerages recently issued reports on AXP. Evercore set a $393.00 price objective on shares of American Express in a report on Tuesday, February 10th. Wells Fargo & Company boosted their price objective on American Express from $400.00 to $425.00 and gave the company an “overweight” rating in a research note on Wednesday, December 17th. Weiss Ratings raised shares of American Express from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, December 29th. The Goldman Sachs Group reiterated a “buy” rating and issued a $420.00 price target on shares of American Express in a report on Tuesday, January 6th. Finally, BTIG Research dropped their price objective on shares of American Express from $328.00 to $285.00 and set a “sell” rating on the stock in a research note on Monday, March 16th. Nine research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, American Express has a consensus rating of “Hold” and a consensus 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.