Capital Investment Advisors LLC Acquires 3,205 Shares of American Express Company $AXP

Capital Investment Advisors LLC increased its holdings in shares of American Express Company (NYSE:AXP) by 2.1% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 152,814 shares of the payment services company’s stock after purchasing an additional 3,205 shares during the quarter. Capital Investment Advisors LLC’s holdings in American Express were worth $56,534,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently bought and sold shares of the stock. Valley Wealth Managers Inc. boosted its stake 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 worth $25,000 after purchasing an additional 46 shares during the period. Manning & Napier Advisors LLC acquired a new stake in shares of American Express in the 3rd quarter valued at about $27,000. Guerra Advisors Inc bought a new stake in shares of American Express in the third quarter valued at about $28,000. Measured Wealth Private Client Group LLC bought a new stake in shares of American Express in the third quarter valued at about $28,000. Finally, Halbert Hargrove Global Advisors LLC boosted its position in shares of American Express by 210.7% during the third quarter. Halbert Hargrove Global Advisors LLC now owns 87 shares of the payment services company’s stock worth $29,000 after buying an additional 59 shares during the period. 84.33% of the stock is currently owned by institutional investors and hedge funds.

American Express Trading Down 2.3%

Shares of NYSE:AXP opened at $292.40 on Friday. American Express Company has a 12-month low of $220.43 and a 12-month high of $387.49. The business has a 50 day moving average of $329.61 and a 200-day moving average of $346.71. The company has a quick ratio of 1.58, a current ratio of 1.59 and a debt-to-equity ratio of 1.68. The stock has a market cap of $200.52 billion, a PE ratio of 19.00, a P/E/G ratio of 1.27 and a beta of 1.14.

American Express (NYSE:AXP) last posted its quarterly earnings data on Friday, January 30th. The payment services company reported $3.53 earnings per share for the quarter, missing the consensus estimate of $3.54 by ($0.01). American Express had a return on equity of 33.49% and a net margin of 15.00%.The firm 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 firm’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. As a group, equities research analysts forecast that American Express Company will post 15.33 earnings per share for the current year.

American Express Increases Dividend

The firm 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. 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 yield of 1.3%. The ex-dividend date of this dividend is Thursday, April 2nd. American Express’s payout ratio is 21.31%.

Insider Buying and Selling at American Express

In other American Express news, insider Anna Marrs sold 27,425 shares of American Express stock in a transaction dated Thursday, February 5th. The shares were 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 owned 20,394 shares in the company, valued at $7,138,103.94. The trade was a 57.35% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Howard Grosfield sold 8,134 shares of the 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 position. 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 quarter. Company insiders own 0.20% of the company’s stock.

Wall Street Analyst Weigh In

AXP has been the topic of a number of recent research reports. JPMorgan Chase & Co. dropped their target price on American Express from $385.00 to $375.00 and set a “neutral” rating on the stock in a research report on Monday, February 2nd. Barclays increased their price objective on shares of American Express from $355.00 to $367.00 and gave the stock an “equal weight” rating in a research note on Tuesday, January 6th. TD Cowen restated a “hold” rating on shares of American Express in a report on Thursday, January 8th. Evercore set a $393.00 target price on American Express in a report on Tuesday, February 10th. Finally, UBS Group reissued a “neutral” rating and set a $395.00 price target on shares of American Express in a research report on Wednesday, February 4th. Nine analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $352.95.

Key Stories Impacting American Express

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

• Positive Sentiment: AXP is pushing new product and technology initiatives — the company rolled out a 2% cash-back Graphite card and is expanding AI-driven tools aimed at deepening engagement with business customers, which could support spend and revenue growth over time. American Express Bets Big on AI, Cash Back in 2026 Push
• Positive Sentiment: Investor-focused coverage highlights sustained demand for premium cards and membership services, which supports higher-margin revenue streams and customer loyalty—one of the reasons long-term thesis holders remain constructive. 3 Things Every American Express Investor Needs to Know
• Neutral Sentiment: Analysis argues AXP is not materially threatened by rapid AI disintermediation of commerce today — management and analysts point to AmEx’s network, data, and premium customer base as defenses vs. “agentic AI” threats. This is more a reassurance than a near-term catalyst. Why American Express Doesn’t Fear an Agentic AI Shop-ocalypse
• Neutral Sentiment: Industry moves and competitor developments (Bread Financial, Clear Secure, travel rental players) are shaping the competitive and travel-spend backdrop; these stories can shift relative sentiment toward card issuers but are not direct AXP catalysts. BFH Stock Near 52-Week High: A Signal for Investors to Hold Tight? Hertz Stock and Other Shutdown Winners Slump as TSA Funding Truce Signals End to Travel Chaos
• Negative Sentiment: Market headlines note AXP declined more than the broader market today; short-term price pressure appears driven by recent share-price weakness and investor rotation away from higher-beta financials. Why American Express (AXP) Dipped More Than Broader Market Today
• Negative Sentiment: Investors remain sensitive to recent fundamental signals — AXP’s latest quarter showed only a very small EPS miss and management set FY‑2026 EPS guidance that the market will closely scrutinize; lingering valuation concerns and the stock’s YTD weakness keep downside risk elevated. Is It Time To Revisit American Express (AXP) After Recent Share Price Weakness?

American Express Company 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.