American Express Company $AXP Shares Bought by BankPlus Trust Department

BankPlus Trust Department raised its stake in American Express Company (NYSE:AXP) by 56.1% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 4,452 shares of the payment services company’s stock after purchasing an additional 1,600 shares during the period. BankPlus Trust Department’s holdings in American Express were worth $1,647,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the stock. Brighton Jones LLC lifted its position 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 buying an additional 1,273 shares during the last quarter. Sivia Capital Partners LLC grew its position in shares of American Express by 13.0% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,738 shares of the payment services company’s stock valued at $554,000 after buying an additional 200 shares during the last quarter. Schnieders Capital Management LLC. acquired a new stake in American Express during the second quarter worth about $428,000. Howland Capital Management LLC raised its stake in American Express by 4.2% during the second quarter. Howland Capital Management LLC now owns 2,216 shares of the payment services company’s stock worth $707,000 after acquiring an additional 90 shares during the period. Finally, HUB Investment Partners LLC lifted its holdings in American Express by 19.9% in the second quarter. HUB Investment Partners LLC now owns 2,898 shares of the payment services company’s stock worth $924,000 after acquiring an additional 481 shares during the last quarter. Institutional investors own 84.33% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on the company. Credit Suisse Group set a $328.00 target price on American Express in a report on Monday, January 12th. Weiss Ratings lowered American Express from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday. Evercore set a $393.00 price objective on American Express in a research note on Tuesday, February 10th. Morgan Stanley dropped their target price on American Express from $395.00 to $385.00 and set an “equal weight” rating on the stock in a research report on Thursday. Finally, Royal Bank Of Canada set a $415.00 price target on shares of American Express in a report on Friday, April 10th. Seven research analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Hold” and a consensus target price of $350.70.

American Express Stock Performance

Shares of NYSE AXP opened at $331.47 on Monday. American Express Company has a 12-month low of $239.27 and a 12-month high of $387.49. The company has a market cap of $227.32 billion, a PE ratio of 21.54, a P/E/G ratio of 1.40 and a beta of 1.13. The stock has a 50 day simple moving average of $316.28 and a 200-day simple moving average of $344.65. The company has a current ratio of 1.59, a quick ratio of 1.58 and a debt-to-equity ratio of 1.68.

American Express (NYSE:AXP) last announced its earnings results 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 net margin of 15.00% and a return on equity of 33.49%. The business had revenue of ($17,139.00) million for the quarter, compared to the consensus estimate of $18.91 billion. During the same period in the previous year, the firm earned $3.04 EPS. The firm’s 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. On average, equities research analysts forecast that American Express Company will post 15.33 EPS for the current year.

American Express Increases Dividend

The business also recently disclosed 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. This is an increase 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 1.1%. The ex-dividend date is Thursday, April 2nd. American Express’s dividend payout ratio (DPR) is presently 24.69%.

Insider Activity at American Express

In related news, insider Denise Pickett sold 23,385 shares of the stock in a transaction dated 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 completion of the transaction, the insider owned 7,754 shares in the company, valued at $2,767,480.14. This represents a 75.10% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, insider Howard Grosfield sold 8,134 shares of the firm’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $346.73, for a total transaction of $2,820,301.82. Following the transaction, the insider directly 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 SEC filing for this sale provides additional information. Over the last three months, insiders sold 73,944 shares of company stock worth $26,114,366. 0.14% of the stock is owned by company insiders.

Trending Headlines about American Express

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

• Positive Sentiment: Acquisition of AI expense startup Hyper strengthens AmEx’s commercial services technology stack and signals accelerated investment in agentic automation for expense reporting and compliance; deal expected to close in Q2. AmEx to buy Altman-backed Hyper in push for AI-powered expense tools
• Positive Sentiment: Company is rolling out AI-driven agent and expense tools and touting “agentic commerce” capabilities — a strategic move that could expand commercial spend products, drive differentiation versus peers, and support revenue/fee growth over time. American Express Bets On AI Agents With Hyper Deal And New Tools
• Positive Sentiment: Analysts and screens (Zacks) point to the ingredients for a likely Q1 earnings beat — resilient consumer and commercial spending trends and positive EPS setup — supporting near-term upside expectations. American Express (AXP) Earnings Expected to Grow: What to Know Ahead of Next Week’s Release
• Positive Sentiment: Longer-term competitive moat argued to be resilient by investors/writers, supporting confidence in durable returns even through cyclical headwinds. American Express’ Moat Is More Resistant Than What You Think
• Neutral Sentiment: Quarterly 13F filing shows Baxter Bros trimmed AXP by a small amount — a minor ownership change, not a large-scale sell-off. American Express Company $AXP is Baxter Bros Inc.’s 8th Largest Position
• Neutral Sentiment: Company messaging and filings point to stable credit quality with only moderate write-offs — credit trends are healthy but remain a line-item to monitor for earnings sensitivity. American Express Reports Stable Credit Quality, Moderate Write-Offs
• Negative Sentiment: Some analysts urge caution ahead of Q1 — pointing to valuation, rising costs, and that AXP may not be an obvious “must-buy” before results; these views inject near-term volatility risk. American Express: Not A Pound-The-Table Buy Ahead Of Q1
• Negative Sentiment: Shares pulled back in the prior session amid mixed market action, underscoring short-term sensitivity to broader market moves and news flow. American Express (AXP) Stock Dips While Market Gains: Key Facts

American Express 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.