American Express Company $AXP Shares Sold by Aberdeen Group plc

Aberdeen Group plc trimmed its holdings in American Express Company (NYSE:AXP) by 5.4% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 707,382 shares of the payment services company’s stock after selling 40,558 shares during the period. Aberdeen Group plc owned 0.10% of American Express worth $235,562,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of the stock. Gratus Wealth Advisors LLC raised its stake in shares of American Express by 0.8% during the third quarter. Gratus Wealth Advisors LLC now owns 3,712 shares of the payment services company’s stock valued at $1,233,000 after purchasing an additional 28 shares during the period. Murphy & Mullick Capital Management Corp grew its position in American Express by 10.0% in the 3rd quarter. Murphy & Mullick Capital Management Corp now owns 308 shares of the payment services company’s stock worth $105,000 after purchasing an additional 28 shares during the last quarter. McGlone Suttner Wealth Management Inc. increased its position in American Express by 1.0% in the 3rd quarter. McGlone Suttner Wealth Management Inc. now owns 2,910 shares of the payment services company’s stock valued at $967,000 after acquiring an additional 29 shares during the period. Walkner Condon Financial Advisors LLC increased its holdings in shares of American Express by 2.1% during the third quarter. Walkner Condon Financial Advisors LLC now owns 1,378 shares of the payment services company’s stock valued at $458,000 after purchasing an additional 29 shares during the period. Finally, Sandy Cove Advisors LLC raised its stake in shares of American Express by 2.1% during the third quarter. Sandy Cove Advisors LLC now owns 1,462 shares of the payment services company’s stock valued at $485,000 after purchasing an additional 30 shares in the last quarter. Hedge funds and other institutional investors own 84.33% of the company’s stock.

More American Express News

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

• Positive Sentiment: Management set FY‑2026 guidance for revenue growth (~9–10%) and EPS of $17.30–$17.90 (midpoint above some analyst expectations), reinforcing the narrative of resilient premium card spending supporting earnings. AXP anticipates a strong 2026 profit (Yahoo)
• Positive Sentiment: Coverage pieces and a Seeking Alpha “rating upgrade” highlight AmEx as a steady compounder, calling out premium spend strength and steady guidance as reasons to consider the stock. Seeking Alpha: AXP rating upgrade
• Positive Sentiment: Corporate actions and marketing (expanded NBA partnership, ongoing premium card activation efforts) support brand engagement and higher‑yield customer spend—a longer‑term revenue positive. NBA and American Express partnership
• Positive Sentiment: Quarterly dividend was paid (maintains yield ~0.9%); steady capital return is supportive for income‑focused holders. MarketBeat AXP dividend details
• Neutral Sentiment: Company presented at the UBS Financial Services Conference — useful detail for modeling and analyst updates but not an immediate catalyst by itself. UBS presentation (Seeking Alpha)
• Neutral Sentiment: American Express issued new debt to boost funding — improves liquidity/funding flexibility but raises leverage and interest‑cost exposure; market impact depends on size/terms. AXP boosts funding with new debt issuances
• Negative Sentiment: Large insider sales: Ravikumar Radhakrishnan sold 15,000 shares (~$5.35M at ≈$356.58) and Howard Grosfield sold 8,134 shares (~$2.82M at ≈$346.73). Big, concentrated insider reductions can weigh on near‑term sentiment. Insider trades alert (InsiderTrades)
• Negative Sentiment: Shares have underperformed peers and fell in recent sessions (coverage citing CNBC/Benzinga), which can trigger sector rebalancing outflows and exacerbate declines. CNBC ‘Final Trades’ note (Benzinga)
• Negative Sentiment: Analysts have trimmed targets/ratings (Evercore/JPMorgan moves referenced), a reminder expectations are being modestly reset—analyst downgrades/target cuts can be immediate share‑price pressure. Analyst notes and PT changes (Benzinga)

Insider Buying and Selling at American Express

In other news, insider Anna Marrs sold 27,425 shares of the firm’s stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $350.01, for a total value of $9,599,024.25. Following the completion of the transaction, the insider directly owned 20,394 shares in the company, valued at approximately $7,138,103.94. This trade represents a 57.35% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Denise Pickett sold 23,385 shares of the firm’s stock in a transaction on 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 transaction, the insider directly owned 7,754 shares of the company’s stock, valued at $2,767,480.14. This represents a 75.10% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 73,944 shares of company stock valued at $26,114,366 over the last 90 days. 0.20% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several equities analysts have weighed in on the stock. JPMorgan Chase & Co. lowered their price objective on shares of American Express from $385.00 to $375.00 and set a “neutral” rating on the stock in a research report on Monday, February 2nd. Royal Bank Of Canada restated an “outperform” rating and set a $425.00 price target on shares of American Express in a report on Monday, January 12th. Compass Point reaffirmed a “neutral” rating and issued a $324.00 price target on shares of American Express in a research report on Monday, October 20th. Credit Suisse Group set a $328.00 price objective on American Express in a report on Monday, January 12th. Finally, Truist Financial cut their target price on shares of American Express from $420.00 to $400.00 and set a “buy” rating for the company in a research report on Monday, February 2nd. Nine investment analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $354.78.

American Express Stock Performance

Shares of NYSE AXP opened at $337.84 on Friday. American Express Company has a 12 month low of $220.43 and a 12 month high of $387.49. The company has a market capitalization of $231.96 billion, a P/E ratio of 21.95, a P/E/G ratio of 1.43 and a beta of 1.14. The stock has a 50 day moving average of $367.05 and a 200-day moving average of $346.88. The company has a current ratio of 1.59, a quick ratio of 1.66 and a debt-to-equity ratio of 1.68.

American Express (NYSE:AXP) last posted its quarterly earnings results on Friday, January 30th. The payment services company reported $3.53 earnings per share (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 return on equity of 33.49% and a net margin of 15.00%.The business’s revenue was up 10.5% on a year-over-year basis. 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. As a group, equities research analysts predict that American Express Company will post 15.33 EPS for the current year.

American Express Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, February 10th. Stockholders of record on Friday, January 2nd were paid a $0.82 dividend. The ex-dividend date was Friday, January 2nd. This represents a $3.28 annualized dividend and a dividend yield of 1.0%. American Express’s dividend payout ratio (DPR) is presently 21.31%.

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.