Aprio Wealth Management LLC Acquires 1,801 Shares of American Express Company $AXP

Aprio Wealth Management LLC grew its holdings in shares of American Express Company (NYSE:AXP) by 117.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,328 shares of the payment services company’s stock after acquiring an additional 1,801 shares during the quarter. Aprio Wealth Management LLC’s holdings in American Express were worth $1,231,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Trajan Wealth LLC boosted its position in shares of American Express by 30.9% during the 3rd quarter. Trajan Wealth LLC now owns 24,901 shares of the payment services company’s stock valued at $8,271,000 after acquiring an additional 5,881 shares during the last quarter. Hillsdale Investment Management Inc. boosted its position in shares of American Express by 218.7% during the 3rd quarter. Hillsdale Investment Management Inc. now owns 8,540 shares of the payment services company’s stock valued at $2,837,000 after acquiring an additional 5,860 shares during the last quarter. Sumitomo Mitsui Financial Group Inc. boosted its position in shares of American Express by 11.7% during the 3rd quarter. Sumitomo Mitsui Financial Group Inc. now owns 82,863 shares of the payment services company’s stock valued at $27,524,000 after acquiring an additional 8,651 shares during the last quarter. ZEGA Investments LLC bought a new stake in shares of American Express during the 3rd quarter valued at about $1,080,000. Finally, Sumitomo Mitsui Trust Group Inc. lifted its position in American Express by 0.3% in the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 1,598,743 shares of the payment services company’s stock worth $531,038,000 after buying an additional 4,080 shares during the last quarter. Institutional investors own 84.33% of the company’s stock.

American Express Stock Performance

Shares of AXP stock opened at $318.89 on Tuesday. The company has a debt-to-equity ratio of 1.73, a quick ratio of 1.56 and a current ratio of 1.57. American Express Company has a fifty-two week low of $257.21 and a fifty-two week high of $387.49. The stock has a 50 day moving average price of $313.26 and a two-hundred day moving average price of $344.48. The company has a market capitalization of $217.59 billion, a P/E ratio of 19.89, a PEG ratio of 1.28 and a beta of 1.13.

American Express (NYSE:AXP) last announced its quarterly earnings data on Thursday, April 23rd. The payment services company reported $4.28 earnings per share for the quarter, beating the consensus estimate of $4.01 by $0.27. American Express had a return on equity of 33.95% and a net margin of 15.13%.The firm had revenue of $14.22 billion during the quarter, compared to the consensus estimate of $18.60 billion. During the same quarter in the previous year, the company posted $3.64 earnings per share. The business’s revenue was up 11.4% on a year-over-year basis. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Analysts expect that American Express Company will post 17.6 earnings per share for the current year.

American Express Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Friday, April 3rd will be given a $0.95 dividend. The ex-dividend date is Thursday, April 2nd. This is an increase from American Express’s previous quarterly dividend of $0.82. This represents a $3.80 annualized dividend and a yield of 1.2%. American Express’s dividend payout ratio is presently 23.71%.

Insider Buying and Selling

In other news, insider Howard Grosfield sold 8,134 shares of the business’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 transaction of $2,820,301.82. Following the transaction, the insider directly owned 9,433 shares of the company’s stock, valued at approximately $3,270,704.09. The trade was a 46.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Ravikumar Radhakrishnan sold 15,000 shares of the business’s stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $356.58, for a total value of $5,348,700.00. Following the transaction, the insider directly owned 8,945 shares in the company, valued at $3,189,608.10. This trade represents a 62.64% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 73,944 shares of company stock worth $26,114,366. Company insiders own 0.14% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have issued reports on AXP. JPMorgan Chase & Co. cut their target price on American Express from $375.00 to $325.00 and set a “neutral” rating for the company in a research note on Thursday, April 9th. Truist Financial cut their target price on American Express from $400.00 to $360.00 and set a “buy” rating for the company in a research note on Monday, March 23rd. Royal Bank Of Canada set a $415.00 target price on American Express in a research note on Friday, April 10th. Bank of America upped their target price on American Express from $381.00 to $387.00 and gave the stock a “buy” rating in a research note on Friday. Finally, BTIG Research reaffirmed a “sell” rating and issued a $285.00 target price on shares of American Express in a research note on Friday. Eight investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $361.05.

More American Express News

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

• Positive Sentiment: Quarterly/earnings commentary reinforces the bull case — Seeking Alpha highlights steady growth and a “maintain buy” view after recent results and management’s FY2026 EPS guide, supporting investor confidence in AXP’s profit outlook. American Express: Earnings Show Steady Growth, Maintain Buy
• Positive Sentiment: Analyst/strategy pieces argue AXP is a long-term value — Zacks profiles American Express as a top value stock based on style scores and fundamentals, which can attract value-oriented buyers. Why American Express (AXP) is a Top Value Stock for the Long-Term
• Positive Sentiment: Industry pricing precedent may boost fee revenue — Coverage in TheStreet/Yahoo notes that fee increases by market leaders (AmEx, Chase) set a precedent that could support higher revenues and margins across card issuers if widely adopted. That dynamic supports upside to AXP’s revenue mix. American Express, Chase set a new precedent for credit card fees
• Neutral Sentiment: Comparisons to peers — The Fool compares AXP vs. Bank of America as buy candidates (both Buffett-favorites). Such comparative pieces can drive interest but don’t change AXP’s fundamentals directly. Better Buy Right Now: American Express vs. Bank of America
• Neutral Sentiment: Competitor strength noted — A published roundup praising Mastercard’s low-risk/high-growth profile highlights differences in business models (MA doesn’t extend credit). This reminds investors of competitive dynamics that could influence strategy and multiple expansion. Mastercard (MA): One of the Best Low Risk and High Growth Stocks to Invest In Now
• Negative Sentiment: Analyst caution and short-term sector weakness — Evercore ISI issued a “Hold” on AXP, and a weekly financials wrap listed AmEx among laggards, which can cap near-term upside and contribute to profit-taking. American Express (AXP) Receives a Hold from Evercore ISI Financials wrap: AXP in losers

About American Express

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.