American Express Company $AXP Shares Sold by Boston Trust Walden Corp

Boston Trust Walden Corp lowered its holdings in American Express Company (NYSE:AXP) by 1.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 240,126 shares of the payment services company’s stock after selling 2,660 shares during the quarter. Boston Trust Walden Corp’s holdings in American Express were worth $88,835,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Valley Wealth Managers Inc. increased its stake in shares of American Express by 153.3% in the third quarter. Valley Wealth Managers Inc. now owns 76 shares of the payment services company’s stock worth $25,000 after acquiring an additional 46 shares during the period. Manning & Napier Advisors LLC acquired a new stake in shares of American Express in the third quarter worth $27,000. Measured Wealth Private Client Group LLC acquired a new stake in shares of American Express in the third quarter worth $28,000. Guerra Advisors Inc acquired a new stake in shares of American Express in the third quarter worth $28,000. Finally, Halbert Hargrove Global Advisors LLC increased its stake in shares of American Express by 210.7% in the third quarter. Halbert Hargrove Global Advisors LLC now owns 87 shares of the payment services company’s stock worth $29,000 after acquiring an additional 59 shares during the period. Institutional investors and hedge funds own 84.33% of the company’s stock.

American Express Stock Down 0.0%

AXP stock opened at $329.71 on Wednesday. The firm has a market cap of $226.11 billion, a PE ratio of 21.42, a P/E/G ratio of 1.39 and a beta of 1.13. The company has a debt-to-equity ratio of 1.68, a quick ratio of 1.58 and a current ratio of 1.59. The firm’s fifty day moving average is $315.01 and its 200 day moving average is $344.64. American Express Company has a one year low of $246.37 and a one year high of $387.49.

American Express (NYSE:AXP) last released 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). The firm had revenue of ($17,139.00) million for the quarter, compared to analyst estimates of $18.91 billion. American Express had a net margin of 15.00% and a return on equity of 33.49%. The firm’s quarterly revenue was up 10.5% compared to the same quarter last year. During the same quarter in the prior year, the business posted $3.04 EPS. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. On average, research analysts forecast that American Express Company will post 17.53 EPS for the current year.

American Express Increases Dividend

The company 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 boost from American Express’s previous quarterly dividend of $0.82. This represents a $3.80 annualized dividend and a yield of 1.2%. The ex-dividend date is Thursday, April 2nd. American Express’s dividend payout ratio (DPR) is 24.69%.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on AXP. BTIG Research cut their price objective on shares of American Express from $328.00 to $285.00 and set a “sell” rating on the stock in a research note on Monday, March 16th. Credit Suisse Group set a $328.00 price objective on shares of American Express in a research note on Monday, January 12th. TD Cowen restated a “hold” rating on shares of American Express in a research report on Thursday, January 8th. JPMorgan Chase & Co. dropped their price target on shares of American Express from $375.00 to $325.00 and set a “neutral” rating on the stock in a research report on Thursday, April 9th. Finally, Wells Fargo & Company dropped their price target on shares of American Express from $425.00 to $415.00 and set an “overweight” rating on the stock in a research report on Thursday, April 9th. Seven research analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Hold” and an average price target of $354.16.

Insider Activity

In other American Express news, insider Denise Pickett sold 23,385 shares of the stock in a transaction on Thursday, February 5th. The shares were sold at an average price of $356.91, for a total transaction of $8,346,340.35. Following the transaction, the insider directly owned 7,754 shares of the company’s stock, valued at $2,767,480.14. This trade represents a 75.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Ravikumar Radhakrishnan sold 15,000 shares of the 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 approximately $3,189,608.10. The trade was a 62.64% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 73,944 shares of company stock worth $26,114,366 in the last ninety days. Corporate insiders own 0.14% of the company’s stock.

More American Express News

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

• Positive Sentiment: AmEx acquired Hypercard to expand AI-driven expense automation and commercial services — this strengthens its enterprise product set and could boost fee revenue and client retention over time. How Will AmEx’s Hyper Acquisition Expand Its AI Capabilities?
• Positive Sentiment: Coverage highlights AmEx’s new “agentic commerce” AI platform as potentially redefining its premium moat — a product differentiation story that could support higher margins if adoption scales. Does Amex’s New AI Agentic Commerce Platform Redefine the Premium Moat Around AXP?
• Positive Sentiment: Brand and talent recognition: Newsweek named American Express among winners in workplace/industry lists — a modest positive for reputation, recruiting and customer trust. Newsweek Names Integrity One of America’s Greatest Workplaces for Culture, Belonging & Community
• Neutral Sentiment: Several previews and analyst-roundups ahead of AmEx’s Q1 earnings (reporting April 23) emphasize key metrics investors will watch — spending trends, loan losses/credit quality, and commercial services growth — creating potential for short-term volatility around the print. Exploring Analyst Estimates for American Express (AXP) Q1 Earnings, Beyond Revenue and EPS
• Neutral Sentiment: Market pieces debate timing: some suggest waiting until after Q1 to add shares given limited near-term catalysts despite solid fundamentals — this keeps buy-side conviction mixed. American Express (AXP) Stock: Should You Buy Before or After Q1 Earnings?
• Negative Sentiment: Some analyst commentary labels AXP a “hold” despite being fundamentally solid, citing lack of a clear catalyst for upside and therefore limited short-term appreciation potential. That cautious tone can weigh on the stock ahead of results. American Express (AXP) Looks Solid Ahead of Q1 Earnings. Why Is It Still a Hold?
• Positive Sentiment: Independent investor interest: a recent Seeking Alpha piece discloses a new position in AXP, signaling some buy-side conviction among value/long-term investors. American Express: Why We Established A New Position

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.