American Express Company $AXP Shares Purchased by Captrust Financial Advisors

Captrust Financial Advisors raised its stake in American Express Company (NYSE:AXP) by 2.7% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 159,906 shares of the payment services company’s stock after purchasing an additional 4,210 shares during the quarter. Captrust Financial Advisors’ holdings in American Express were worth $53,114,000 at the end of the most recent quarter.

Several other institutional investors also recently made changes to their positions in the stock. Valley Wealth Managers Inc. raised its position 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 worth $25,000 after buying an additional 46 shares during the period. Manning & Napier Advisors LLC purchased a new stake in American Express during the third quarter valued at about $27,000. Guerra Advisors Inc purchased a new stake in American Express during the third quarter valued at about $28,000. Measured Wealth Private Client Group LLC acquired a new stake in American Express during the third quarter worth about $28,000. Finally, Halbert Hargrove Global Advisors LLC increased its stake in American Express by 210.7% during the third quarter. Halbert Hargrove Global Advisors LLC now owns 87 shares of the payment services company’s stock worth $29,000 after acquiring an additional 59 shares during the last quarter. 84.33% of the stock is owned by hedge funds and other institutional investors.

More 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

American Express Trading Down 2.1%

Shares of AXP opened at $293.99 on Thursday. American Express Company has a 12 month low of $220.43 and a 12 month high of $387.49. The stock’s 50-day moving average is $339.01 and its two-hundred day moving average is $348.31. The company has a debt-to-equity ratio of 1.68, a current ratio of 1.59 and a quick ratio of 1.58. The stock has a market cap of $201.86 billion, a PE ratio of 19.10, a P/E/G ratio of 1.27 and a beta of 1.14.

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

American Express Increases Dividend

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

Analyst Ratings Changes

Several equities analysts have recently weighed in on AXP shares. Morgan Stanley set a $395.00 price objective on American Express in a research note on Tuesday, January 20th. JPMorgan Chase & Co. dropped their target price on shares of American Express from $385.00 to $375.00 and set a “neutral” rating for the company in a research report on Monday, February 2nd. Wells Fargo & Company raised their price target on shares of American Express from $400.00 to $425.00 and gave the company an “overweight” rating in a report on Wednesday, December 17th. Truist Financial reduced their price target on shares of American Express from $420.00 to $400.00 and set a “buy” rating on the stock in a research report on Monday, February 2nd. Finally, Barclays boosted their price objective on shares of American Express from $355.00 to $367.00 and gave the stock an “equal weight” rating in a research note on Tuesday, January 6th. Nine analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, American Express currently has an average rating of “Hold” and a consensus target price of $354.86.

Insider Activity

In other news, insider Howard Grosfield sold 8,134 shares of the company’s stock in a transaction 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 transaction, the insider directly owned 9,433 shares in the company, valued at approximately $3,270,704.09. This represents a 46.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Ravikumar Radhakrishnan sold 15,000 shares of the firm’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $356.58, for a total transaction of $5,348,700.00. Following the sale, the insider directly owned 8,945 shares of the company’s stock, valued at approximately $3,189,608.10. The trade was a 62.64% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 73,944 shares of company stock worth $26,114,366 over the last three months. 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.