Czech National Bank Buys 3,823 Shares of American Express Company $AXP

Czech National Bank raised its stake in American Express Company (NYSE:AXP) by 2.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 141,680 shares of the payment services company’s stock after acquiring an additional 3,823 shares during the quarter. Czech National Bank’s holdings in American Express were worth $52,415,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently modified their holdings of AXP. Brighton Jones LLC raised its holdings in shares of American Express by 24.4% in the 4th quarter. Brighton Jones LLC now owns 6,481 shares of the payment services company’s stock worth $1,924,000 after purchasing an additional 1,273 shares during the period. Sivia Capital Partners LLC grew its holdings in American Express by 13.0% during the second quarter. Sivia Capital Partners LLC now owns 1,738 shares of the payment services company’s stock valued at $554,000 after purchasing an additional 200 shares during the period. Schnieders Capital Management LLC. purchased a new stake in American Express in the second quarter worth $428,000. Jefferies Financial Group Inc. increased its position in American Express by 27.3% in the second quarter. Jefferies Financial Group Inc. now owns 10,265 shares of the payment services company’s stock worth $3,274,000 after buying an additional 2,202 shares during the last quarter. Finally, Howland Capital Management LLC raised its stake in shares of American Express by 4.2% in the second quarter. Howland Capital Management LLC now owns 2,216 shares of the payment services company’s stock valued at $707,000 after buying an additional 90 shares during the period. 84.33% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of research analysts have recently commented on AXP shares. Evercore set a $393.00 price target on American Express in a research report on Tuesday, February 10th. Credit Suisse Group set a $328.00 price objective on American Express in a research note on Monday, January 12th. Weiss Ratings raised shares of American Express from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, December 29th. Royal Bank Of Canada reiterated an “outperform” rating on shares of American Express in a research report on Monday, March 16th. Finally, Morgan Stanley set a $395.00 price target on shares of American Express in a research report on Tuesday, January 20th. Nine investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $352.95.

Insider Activity

In other American Express news, insider Denise Pickett sold 23,385 shares of the 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 sale, 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 transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Ravikumar Radhakrishnan sold 15,000 shares of the firm’s stock in a transaction 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 directly owned 8,945 shares of the company’s stock, valued at approximately $3,189,608.10. The trade was a 62.64% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 73,944 shares of company stock valued at $26,114,366 over the last ninety days. 0.20% of the stock is owned by insiders.

Key Stories Impacting American Express

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

• Positive Sentiment: Launched the new Graphite™ Business Cash Unlimited Card — unlimited 2% cash back (5% on travel via AmEx Travel) in a premium metal design; part of a broader commercial product push that could boost card adoption and spend from small/medium businesses. American Express Unveils New Graphite Business Card
• Positive Sentiment: Company says 2026 will be its most significant year for commercial product expansion — eight new/enhanced products (expense management, corporate cash back, business membership) aimed at growing commercial revenue and stickiness. This signals a multi‑year growth push in higher‑value commercial customers. American Express Launches Graphite Business Card — commercial expansion
• Positive Sentiment: Product refresh for business cards introduces eight enhanced features including AI capabilities — could improve product competitiveness and user engagement as AI-enabled services gain traction. AmEx refreshes business card line with AI features
• Positive Sentiment: CEO Stephen Squeri’s annual shareholder letter highlights strong 2025 performance and a strategic focus on AI and “agentic commerce” (services that transact on customers’ behalf), positioning AmEx to capture new payment flows and deepen commercial relationships. Squeri highlights 2025 and AI strategy
• Positive Sentiment: Analysts and industry coverage point to continued momentum in AmEx’s U.S. Consumer Services unit (younger users, rising spend, solid credit trends), supporting longer‑term revenue and margin growth. How AmEx’s U.S. Consumer Services Unit Sustains Growth
• Neutral Sentiment: Market commentary and price‑prediction pieces are mixed; some outlets publish forecasts and valuation takes that may influence sentiment but contain varying assumptions. AXP Stock Price Prediction
• Neutral Sentiment: Seeking Alpha published a view that AmEx is fairly valued despite spending pressures (an upgrade), reflecting divergent analyst opinions that can mute strong directional moves. Seeking Alpha: Fairly Valued Despite Spending Pressures (Upgrade)
• Negative Sentiment: Truist lowered its price target on AXP to $360, a reminder that some sell‑side analysts see upside capped near current levels; analyst downgrades/target cuts often pressure the stock near re‑rating events. Truist Lowers AXP Price Target to $360

American Express Price Performance

Shares of NYSE AXP opened at $300.23 on Thursday. 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 Company has a fifty-two week low of $220.43 and a fifty-two week high of $387.49. The stock has a market cap of $206.14 billion, a PE ratio of 19.51, a price-to-earnings-growth ratio of 1.28 and a beta of 1.14. The stock has a fifty day moving average of $332.23 and a 200-day moving average of $347.27.

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 company had revenue of ($17,139.00) million for 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 business’s revenue for the quarter was up 10.5% on a year-over-year basis. During the same period last year, the company posted $3.04 EPS. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Equities research analysts anticipate that American Express Company will post 15.33 earnings per share for the current year.

American Express Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, May 8th. Stockholders of record on Friday, April 3rd will be issued a $0.95 dividend. 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 dividend on an annualized basis and a dividend yield of 1.3%. American Express’s payout ratio is currently 21.31%.

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.