American Express Company $AXP Stock Position Lowered by Eastern Bank

Eastern Bank lowered its position in shares of American Express Company (NYSE:AXP) by 1.8% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 152,880 shares of the payment services company’s stock after selling 2,804 shares during the quarter. American Express accounts for approximately 1.0% of Eastern Bank’s investment portfolio, making the stock its 28th largest position. Eastern Bank’s holdings in American Express were worth $56,558,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC grew its stake 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 last quarter. Sivia Capital Partners LLC lifted its stake 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 last quarter. Schnieders Capital Management LLC. bought a new stake in American Express during the second quarter worth approximately $428,000. Howland Capital Management LLC grew its position in 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 worth $707,000 after buying an additional 90 shares during the last quarter. Finally, Johnson Financial Group Inc. increased its holdings in shares of American Express by 30.2% in the second quarter. Johnson Financial Group Inc. now owns 366 shares of the payment services company’s stock valued at $117,000 after buying an additional 85 shares in the last quarter. 84.33% of the stock is owned by institutional investors and hedge funds.

More American Express News

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?

Insider Activity at American Express

In other news, insider Ravikumar Radhakrishnan sold 15,000 shares of the business’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 transaction, the insider directly owned 8,945 shares in the company, valued at $3,189,608.10. The trade was a 62.64% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Howard Grosfield sold 8,134 shares of the 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 sale, the insider owned 9,433 shares of the company’s stock, valued at approximately $3,270,704.09. This represents a 46.30% 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 valued at $26,114,366. Insiders own 0.20% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on AXP shares. Morgan Stanley set a $395.00 price objective on American Express in a research note on Tuesday, January 20th. Truist Financial decreased their price target on American Express from $400.00 to $360.00 and set a “buy” rating for the company in a research report on Monday, March 23rd. JPMorgan Chase & Co. cut their price objective on American Express from $385.00 to $375.00 and set a “neutral” rating on the stock in a report on Monday, February 2nd. Evercore set a $393.00 target price on shares of American Express in a report on Tuesday, February 10th. Finally, The Goldman Sachs Group restated a “buy” rating and issued a $420.00 price target on shares of American Express in a research report on Tuesday, January 6th. Nine research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $352.95.

American Express Price Performance

Shares of AXP opened at $292.40 on Friday. The business’s 50-day moving average is $329.61 and its 200-day moving average is $346.86. 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 $200.52 billion, a price-to-earnings ratio of 19.00, a P/E/G ratio of 1.24 and a beta of 1.14. American Express Company has a fifty-two week low of $220.43 and a fifty-two week high of $387.49.

American Express (NYSE:AXP) last posted its quarterly earnings results on Friday, January 30th. The payment services company reported $3.53 EPS 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 company had revenue of ($17,139.00) million for the quarter, compared to analyst estimates of $18.91 billion. During the same quarter in the prior year, the business posted $3.04 earnings per share. The business’s revenue for the quarter was up 10.5% compared to the same quarter last year. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Equities research analysts expect 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. Shareholders of record on Friday, April 3rd will be paid a dividend of $0.95 per share. This is an increase from American Express’s previous quarterly dividend of $0.82. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.3%. American Express’s dividend payout ratio (DPR) is 21.31%.

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.