Coldstream Capital Management Inc. Purchases 3,689 Shares of American Express Company $AXP

Coldstream Capital Management Inc. boosted its holdings in shares of American Express Company (NYSE:AXP) by 20.7% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 21,474 shares of the payment services company’s stock after acquiring an additional 3,689 shares during the quarter. Coldstream Capital Management Inc.’s holdings in American Express were worth $7,133,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of the business. Valley Wealth Managers Inc. increased its holdings in American Express by 153.3% in the third 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 during the period. Manning & Napier Advisors LLC acquired a new position in American Express during the 3rd quarter worth about $27,000. Guerra Advisors Inc acquired a new position in American Express during the 3rd quarter worth about $28,000. Measured Wealth Private Client Group LLC bought a new stake in shares of American Express in the 3rd quarter valued at about $28,000. Finally, Halbert Hargrove Global Advisors LLC grew its position in shares of American Express by 210.7% in the 3rd quarter. Halbert Hargrove Global Advisors LLC now owns 87 shares of the payment services company’s stock valued at $29,000 after buying an additional 59 shares during the last quarter. Institutional investors and hedge funds own 84.33% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on AXP. Credit Suisse Group set a $328.00 price objective on American Express in a research report on Monday, January 12th. Truist Financial reduced their target price on American Express from $420.00 to $400.00 and set a “buy” rating on the stock in a report on Monday, February 2nd. UBS Group restated a “neutral” rating and set a $395.00 price target on shares of American Express in a report on Wednesday, February 4th. Evercore set a $393.00 price target on shares of American Express in a research report on Tuesday, February 10th. Finally, Weiss Ratings raised shares of American Express from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, December 29th. Nine analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, American Express has an average rating of “Hold” and a consensus price target of $354.86.

Insider Activity at American Express

In other news, insider Howard Grosfield sold 8,134 shares of the stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $346.73, for a total transaction of $2,820,301.82. Following the transaction, the insider owned 9,433 shares of the company’s stock, valued at $3,270,704.09. This represents a 46.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Ravikumar Radhakrishnan sold 15,000 shares of the firm’s stock in a transaction dated 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 completion of the sale, the insider owned 8,945 shares of the company’s stock, valued at approximately $3,189,608.10. This represents a 62.64% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 73,944 shares of company stock worth $26,114,366 over the last three months. 0.20% of the stock is currently owned by company insiders.

American Express News Summary

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

American Express Price Performance

American Express stock opened at $293.99 on Thursday. The stock has a market capitalization of $201.86 billion, a price-to-earnings ratio of 19.10, a PEG ratio of 1.27 and a beta of 1.14. American Express Company has a 52-week low of $220.43 and a 52-week high of $387.49. The company has a debt-to-equity ratio of 1.68, a quick ratio of 1.58 and a current ratio of 1.59. The stock’s 50 day moving average price is $339.01 and its two-hundred day moving average price is $348.31.

American Express (NYSE:AXP) last released its quarterly earnings data 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). American Express had a net margin of 15.00% and a return on equity of 33.49%. The company had revenue of ($17,139.00) million during the quarter, compared to the consensus estimate of $18.91 billion. During the same quarter in the prior year, the firm earned $3.04 EPS. The business’s 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. On average, equities analysts predict that American Express Company will post 15.33 earnings per share for the current year.

American Express Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Friday, April 3rd will be paid a $0.95 dividend. This represents a $3.80 annualized dividend and a yield of 1.3%. This is an increase from American Express’s previous quarterly dividend of $0.82. The ex-dividend date of this dividend is Thursday, April 2nd. American Express’s payout ratio is presently 21.31%.

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.