ABN Amro Investment Solutions Cuts Stock Position in American Express Company $AXP

ABN Amro Investment Solutions decreased its holdings in shares of American Express Company (NYSE:AXP) by 36.0% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 46,099 shares of the payment services company’s stock after selling 25,885 shares during the quarter. ABN Amro Investment Solutions’ holdings in American Express were worth $15,312,000 as of its most recent SEC filing.

Several other institutional investors have also bought and sold shares of the business. ZEGA Investments LLC purchased a new stake in shares of American Express during the 3rd quarter worth $1,080,000. Sumitomo Mitsui Trust Group Inc. lifted its position in shares of American Express by 0.3% during the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 1,598,743 shares of the payment services company’s stock valued at $531,038,000 after buying an additional 4,080 shares during the last quarter. Elite Wealth Management Inc. purchased a new stake in shares of American Express during the third quarter valued at about $2,763,000. Reliant Investment Management LLC boosted its holdings in shares of American Express by 1.9% in the 2nd quarter. Reliant Investment Management LLC now owns 26,189 shares of the payment services company’s stock valued at $8,354,000 after buying an additional 480 shares in the last quarter. Finally, New York Life Investment Management LLC grew its position in shares of American Express by 0.9% in the 2nd quarter. New York Life Investment Management LLC now owns 82,883 shares of the payment services company’s stock worth $26,438,000 after buying an additional 764 shares during the last quarter. Institutional investors own 84.33% of the company’s stock.

American Express Price Performance

NYSE:AXP opened at $337.84 on Friday. The company has a debt-to-equity ratio of 1.68, a current ratio of 1.59 and a quick ratio of 1.66. The company has a 50 day moving average price of $367.05 and a 200-day moving average price of $346.88. American Express Company has a 1-year low of $220.43 and a 1-year high of $387.49. The firm has a market cap of $231.96 billion, a price-to-earnings ratio of 21.95, a price-to-earnings-growth ratio of 1.43 and a beta of 1.14.

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). American Express had a net margin of 15.00% and a return on equity of 33.49%. The firm had revenue of ($17,139.00) million for the quarter, compared to analyst estimates of $18.91 billion. During the same quarter in the prior year, the business posted $3.04 EPS. The firm’s quarterly revenue was up 10.5% compared to the same quarter last year. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Equities research analysts forecast that American Express Company will post 15.33 EPS for the current year.

American Express Announces Dividend

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

Key Headlines Impacting American Express

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)

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on AXP shares. TD Cowen reaffirmed a “hold” rating on shares of American Express in a research report on Thursday, January 8th. Evercore set a $400.00 target price on American Express in a research note on Tuesday, January 6th. Truist Financial decreased their price target on American Express from $420.00 to $400.00 and set a “buy” rating for the company in a research note on Monday, February 2nd. JPMorgan Chase & Co. lowered their price target on American Express from $385.00 to $375.00 and set a “neutral” rating for the company in a report on Monday, February 2nd. Finally, BTIG Research restated a “sell” rating and set a $328.00 price objective on shares of American Express in a report on Monday, February 2nd. Nine research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, American Express has a consensus rating of “Hold” and a consensus target price of $354.78.

Insiders Place Their Bets

In other American Express news, insider Anna Marrs sold 27,425 shares of the 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 transaction, the insider owned 20,394 shares in the company, valued at approximately $7,138,103.94. This represents a 57.35% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Howard Grosfield sold 8,134 shares of the business’s stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $346.73, for a total value of $2,820,301.82. Following the completion of the sale, the insider owned 9,433 shares of the company’s stock, valued at $3,270,704.09. This trade represents a 46.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 73,944 shares of company stock worth $26,114,366. 0.20% of the stock is owned by company insiders.

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.