DSG Capital Advisors LLC Has $2.27 Million Stock Holdings in American Express Company $AXP

DSG Capital Advisors LLC lifted its holdings in American Express Company (NYSE:AXP) by 36.8% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 6,337 shares of the payment services company’s stock after purchasing an additional 1,704 shares during the quarter. DSG Capital Advisors LLC’s holdings in American Express were worth $2,265,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Valley Wealth Managers Inc. grew its position in shares of American Express by 153.3% in the 3rd quarter. Valley Wealth Managers Inc. now owns 76 shares of the payment services company’s stock valued at $25,000 after purchasing an additional 46 shares during the period. Manning & Napier Advisors LLC acquired a new position in shares of American Express in the 3rd quarter valued at approximately $27,000. Guerra Advisors Inc bought a new stake in American Express in the 3rd quarter valued at approximately $28,000. Measured Wealth Private Client Group LLC bought a new stake in American Express in the 3rd quarter valued at approximately $28,000. Finally, Halbert Hargrove Global Advisors LLC lifted its stake in American Express by 210.7% in the 3rd quarter. Halbert Hargrove Global Advisors LLC now owns 87 shares of the payment services company’s stock valued at $29,000 after acquiring an additional 59 shares in the last quarter. 84.33% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, insider Anna Marrs sold 27,425 shares of the company’s stock in a transaction that occurred on Thursday, February 5th. The stock was sold at an average price of $350.01, for a total transaction of $9,599,024.25. Following the sale, the insider owned 20,394 shares in the company, valued at $7,138,103.94. This represents a 57.35% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, insider Howard Grosfield sold 8,134 shares of the company’s stock in a transaction that occurred 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 in the company, valued at approximately $3,270,704.09. This represents a 46.30% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 73,944 shares of company stock worth $26,114,366. 0.14% of the stock is currently owned by company insiders.

American Express News Summary

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

• Positive Sentiment: AmEx’s acquisition of Hypercard is intended to accelerate AI-driven expense automation and next‑gen commercial services, strengthening its product stack for business customers and potentially boosting commercial revenue mix over time. How Will AmEx’s Hyper Acquisition Expand Its AI Capabilities?
• Positive Sentiment: AmEx rolled out an AI “agentic commerce” platform that could deepen its premium service differentiation (better merchant integrations, personalization and workflow automation) — a strategic move that supports longer‑term revenue and retention. Does Amex’s New AI Agentic Commerce Platform Redefine the Premium Moat Around AXP?
• Neutral Sentiment: Analysts are publishing detailed Q1 metric forecasts (beyond EPS/revenue) that could move the stock when results hit — investors are focused on spending trends, net interest margin and charge-off guidance. These previews make the quarter a potential catalyst but are direction‑agnostic until results arrive. Exploring Analyst Estimates for American Express (AXP) Q1 Earnings, Beyond Revenue and EPS
• Neutral Sentiment: Market write‑ups advise caution into earnings: spending appears stable and credit healthy, but several commentators see limited immediate upside absent a clear catalyst — this keeps sentiment mixed. American Express (AXP) Stock: Should You Buy Before or After Q1 Earnings?
• Neutral Sentiment: Income vehicles that hold AmEx stock (e.g., US Financial 15 Split Corp.) declared preferred distributions, a background item that indirectly signals institutional demand but is unlikely to move AXP shares materially today. US FINANCIAL 15 SPLIT CORP. Preferred Dividend Declared
• Negative Sentiment: High‑profile commentators (Jim Cramer) advise waiting for a post‑earnings dip before buying AmEx, which can amplify short‑term selling pressure around the report. Jim Cramer Suggests Waiting for Post Earnings Dip Before Buying American Express
• Negative Sentiment: Some analysts and screeners label AXP a “hold” ahead of earnings — the consensus view is solid fundamentals but an absence of a clear catalyst to push estimates meaningfully higher, which caps upside in the near term. American Express (AXP) Looks Solid Ahead of Q1 Earnings. Why Is It Still a Hold?

American Express Trading Down 0.5%

Shares of American Express stock opened at $329.92 on Tuesday. American Express Company has a 12-month low of $239.27 and a 12-month high of $387.49. The stock has a market cap of $226.25 billion, a P/E ratio of 21.44, a P/E/G ratio of 1.40 and a beta of 1.13. 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 business’s 50 day moving average is $315.68 and its 200-day moving average is $344.64.

American Express (NYSE:AXP) last announced 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). 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 the consensus estimate of $18.91 billion. During the same quarter in the prior year, the company earned $3.04 EPS. The company’s revenue for the quarter was up 10.5% on a year-over-year basis. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Equities research analysts predict that American Express Company will post 17.53 earnings per share for the current fiscal year.

American Express Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 8th. Stockholders of record on Friday, April 3rd will be paid a dividend of $0.95 per share. The ex-dividend date is Thursday, April 2nd. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.2%. This is an increase from American Express’s previous quarterly dividend of $0.82. American Express’s dividend payout ratio (DPR) is currently 24.69%.

Analyst Ratings Changes

Several research firms have commented on AXP. BTIG Research cut their target price on American Express from $328.00 to $285.00 and set a “sell” rating on the stock in a research note on Monday, March 16th. Evercore set a $393.00 target price on American Express in a research note on Tuesday, February 10th. JPMorgan Chase & Co. cut their target price on American Express from $375.00 to $325.00 and set a “neutral” rating on the stock in a research note on Thursday, April 9th. TD Cowen restated a “hold” rating on shares of American Express in a research note on Thursday, January 8th. Finally, Morgan Stanley cut their target price on American Express from $395.00 to $385.00 and set an “equal weight” rating on the stock in a research note on Thursday. Seven equities research analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, American Express has an average rating of “Hold” and a consensus target price of $354.16.

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.