American Express Company $AXP Shares Sold by Cacti Asset Management LLC

Cacti Asset Management LLC decreased its stake in shares of American Express Company (NYSE:AXP) by 0.6% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 390,530 shares of the payment services company’s stock after selling 2,251 shares during the period. American Express accounts for about 9.0% of Cacti Asset Management LLC’s portfolio, making the stock its 3rd largest holding. Cacti Asset Management LLC owned 0.06% of American Express worth $146,574,000 as of its most recent filing with the SEC.

Other large investors have also recently bought and sold shares of the company. Norges Bank bought a new stake in shares of American Express during the second quarter worth approximately $1,897,335,000. Laurel Wealth Advisors LLC grew its position in shares of American Express by 31,595.9% in the second quarter. Laurel Wealth Advisors LLC now owns 1,742,009 shares of the payment services company’s stock valued at $555,666,000 after purchasing an additional 1,736,513 shares during the last quarter. Ameriprise Financial Inc. increased its stake in shares of American Express by 27.0% during the third quarter. Ameriprise Financial Inc. now owns 3,970,416 shares of the payment services company’s stock worth $1,310,515,000 after purchasing an additional 845,283 shares during the period. 1832 Asset Management L.P. lifted its holdings in American Express by 46,746.2% during the 2nd quarter. 1832 Asset Management L.P. now owns 542,479 shares of the payment services company’s stock worth $173,040,000 after purchasing an additional 541,321 shares during the last quarter. Finally, Amundi lifted its holdings in American Express by 23.9% during the 3rd quarter. Amundi now owns 2,787,580 shares of the payment services company’s stock worth $925,449,000 after purchasing an additional 537,205 shares during the last quarter. 84.33% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

AXP has been the topic of a number of research reports. Evercore set a $393.00 price objective on American Express in a report on Tuesday, February 10th. Truist Financial dropped their target price on American Express from $420.00 to $400.00 and set a “buy” rating for the company in a report on Monday, February 2nd. Wolfe Research began coverage on shares of American Express in a research report on Monday, December 8th. They issued a “peer perform” rating for the company. Morgan Stanley set a $395.00 price target on shares of American Express in a research note on Tuesday, January 20th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating on shares of American Express in a research report on Monday. Nine equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $354.86.

American Express Stock Performance

NYSE AXP opened at $293.99 on Thursday. The firm’s 50 day simple moving average is $339.01 and its 200 day simple moving average is $348.31. The firm has a market capitalization of $201.86 billion, a price-to-earnings ratio of 19.10, a P/E/G ratio of 1.27 and a beta of 1.14. The company has a current ratio of 1.59, a quick ratio of 1.58 and a debt-to-equity ratio of 1.68. American Express Company has a 1 year low of $220.43 and a 1 year high of $387.49.

American Express (NYSE:AXP) last released its earnings results on Friday, January 30th. The payment services company reported $3.53 earnings per share for the quarter, missing the consensus estimate of $3.54 by ($0.01). The business had revenue of ($17,139.00) million for the quarter, compared to the consensus estimate of $18.91 billion. American Express had a return on equity of 33.49% and a net margin of 15.00%.The firm’s revenue for the quarter was up 10.5% on a year-over-year basis. During the same quarter in the previous year, the company earned $3.04 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, research analysts expect that American Express Company will post 15.33 earnings per share for the current fiscal year.

American Express Increases Dividend

The firm also recently disclosed 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. The ex-dividend date is Thursday, April 2nd. This represents a $3.80 annualized dividend and a dividend yield of 1.3%. This is an increase from American Express’s previous quarterly dividend of $0.82. American Express’s dividend payout ratio is currently 21.31%.

Key American Express News

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

• Positive Sentiment: Amid recent weakness some investors view AXP as a buy-the-dip with intact growth and shareholder returns—the company recently raised its dividend ~16% and bulls point to continued top- and bottom-line momentum. 1 Top Dividend Stock to Buy With Double-Digit Dividend and Earnings Growth
• Positive Sentiment: Some analysts and commentators call AXP an attractive dip-buy, citing continued growth, strong ROE and the company’s guidance for 2026—this support may cap downside. American Express Is An Attractive Dip Buy As Growth Continues
• Neutral Sentiment: Comparative analysis highlights Visa’s network model, cross-border strength and ecosystem investments as competitive advantages vs. AXP, underscoring sector dynamics investors should watch but not an immediate company-specific headwind. Visa vs. American Express: Which Stock Has the Better Charge?
• Neutral Sentiment: Bank of America trimmed AXP’s price target by a small amount but kept a Buy rating after February operating results; this is a minor revision rather than a negative rerating. Bank of America Sees Stable Credit Trends in American Express (AXP) Update
• Neutral Sentiment: Coverage notes and analyst commentary are mixed—some sources present conflicted views on AXP’s near-term trajectory, contributing to investor uncertainty rather than a clear directional trigger. Analysts Offer Insights on Financial Companies: American Express (AXP) and Cboe Global Markets (CBOE)
• Negative Sentiment: High-volume put option purchases point to increased short-term bearish positioning and hedging activity, which can amplify downward pressure on the stock. Stock Traders Purchase High Volume of American Express Put Options (NYSE:AXP)
• Negative Sentiment: BTIG issued a pessimistic forecast for AXP’s share price, adding fresh negative analyst sentiment that likely weighed on investor confidence. BTIG Research Issues Pessimistic Forecast for American Express (NYSE:AXP) Stock Price
• Negative Sentiment: Market commentary flagged why AXP fell more than the broader market today, summarizing the mix of negative notes and option activity as drivers of the larger decline. Here’s Why American Express (AXP) Fell More Than Broader Market

Insiders Place Their Bets

In other American Express news, insider Anna Marrs sold 27,425 shares of the business’s 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 completion of the transaction, the insider 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 ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Ravikumar Radhakrishnan sold 15,000 shares of the stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $356.58, for a total transaction of $5,348,700.00. Following the completion of the transaction, the insider directly owned 8,945 shares of the company’s stock, valued at $3,189,608.10. This trade represents a 62.64% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 73,944 shares of company stock valued at $26,114,366 in the last quarter. Corporate insiders own 0.20% of the company’s stock.

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.