D.A. Davidson & CO. Has $14.03 Million Stock Holdings in American Express Company $AXP

D.A. Davidson & CO. raised its holdings in American Express Company (NYSE:AXP) by 6.5% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 37,926 shares of the payment services company’s stock after purchasing an additional 2,316 shares during the quarter. D.A. Davidson & CO.’s holdings in American Express were worth $14,031,000 as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of AXP. Valley Wealth Managers Inc. boosted its stake 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 in the last quarter. Manning & Napier Advisors LLC acquired a new stake in shares of American Express in the 3rd quarter valued at approximately $27,000. Guerra Advisors Inc acquired a new stake in shares of American Express in the 3rd quarter valued at approximately $28,000. Measured Wealth Private Client Group LLC acquired a new stake in shares of American Express in the 3rd quarter valued at approximately $28,000. Finally, Grey Fox Wealth Advisors LLC acquired a new stake in shares of American Express in the 3rd quarter valued at approximately $34,000. Institutional investors and hedge funds own 84.33% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on AXP shares. Wells Fargo & Company reduced 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 note on Thursday, April 9th. UBS Group reissued a “neutral” rating and set a $395.00 price objective on shares of American Express in a report on Wednesday, February 4th. Royal Bank Of Canada set a $415.00 price objective on American Express in a report on Friday, April 10th. The Goldman Sachs Group reissued a “buy” rating and set a $420.00 price objective on shares of American Express in a report on Tuesday, January 6th. Finally, Weiss Ratings downgraded American Express from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, April 15th. Eight research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $361.05.

Insider Buying and Selling

In other American Express news, insider Anna Marrs sold 27,425 shares of American Express stock in a transaction dated 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 transaction, the insider directly owned 20,394 shares of the company’s stock, valued at approximately $7,138,103.94. The trade was a 57.35% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Ravikumar Radhakrishnan sold 15,000 shares of American Express stock in a transaction dated Monday, February 9th. The stock was 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. The trade was a 62.64% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 73,944 shares of company stock valued at $26,114,366 over the last 90 days. 0.14% of the stock is owned by corporate insiders.

American Express Stock Up 1.5%

NYSE:AXP opened at $318.89 on Tuesday. The firm’s 50 day simple moving average is $313.26 and its 200 day simple moving average is $344.48. The company has a debt-to-equity ratio of 1.73, a current ratio of 1.57 and a quick ratio of 1.56. American Express Company has a one year low of $257.21 and a one year high of $387.49. The company has a market cap of $217.59 billion, a PE ratio of 19.89, a P/E/G ratio of 1.28 and a beta of 1.13.

American Express (NYSE:AXP) last posted its earnings results on Thursday, April 23rd. The payment services company reported $4.28 EPS for the quarter, topping the consensus estimate of $4.01 by $0.27. American Express had a net margin of 15.13% and a return on equity of 33.95%. The business had revenue of $14.22 billion for the quarter, compared to the consensus estimate of $18.60 billion. During the same period last year, the company earned $3.64 EPS. The firm’s revenue was up 11.4% compared to the same quarter last year. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. On average, research analysts anticipate that American Express Company will post 17.6 earnings per share for the current 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 issued a dividend of $0.95 per share. This represents a $3.80 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend is Thursday, April 2nd. This is a boost from American Express’s previous quarterly dividend of $0.82. American Express’s dividend payout ratio (DPR) is presently 23.71%.

American Express News Roundup

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

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.