4,758 Shares in American Express Company $AXP Bought by Aventura Private Wealth LLC

Aventura Private Wealth LLC purchased a new stake in American Express Company (NYSE:AXP) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 4,758 shares of the payment services company’s stock, valued at approximately $1,760,000. American Express makes up 0.6% of Aventura Private Wealth LLC’s investment portfolio, making the stock its 29th largest holding.

A number of other large investors also recently bought and sold shares of the business. Sagespring Wealth Partners LLC boosted its position in shares of American Express by 8.5% during the 4th quarter. Sagespring Wealth Partners LLC now owns 22,356 shares of the payment services company’s stock valued at $8,271,000 after acquiring an additional 1,745 shares during the last quarter. Covea Finance raised its stake in American Express by 23.7% during the fourth quarter. Covea Finance now owns 108,000 shares of the payment services company’s stock worth $39,955,000 after purchasing an additional 20,700 shares during the period. Precedent Wealth Partners LLC raised its stake in American Express by 1.5% during the fourth quarter. Precedent Wealth Partners LLC now owns 2,033 shares of the payment services company’s stock worth $752,000 after purchasing an additional 31 shares during the period. Riversedge Advisors LLC acquired a new position in American Express in the 4th quarter valued at about $220,000. Finally, TrueWealth Advisors LLC acquired a new position in American Express in the 4th quarter valued at about $211,000. Institutional investors and hedge funds own 84.33% of the company’s stock.

Insider Activity at American Express

In related news, insider Howard Grosfield sold 8,134 shares of the business’s 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 sale, the insider owned 9,433 shares of the company’s stock, valued at approximately $3,270,704.09. The trade was a 46.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider Denise Pickett sold 23,385 shares of American Express stock in a transaction on Thursday, February 5th. The stock was 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 trade 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. Company insiders own 0.20% of the company’s stock.

Key Stories Impacting American Express

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

• Positive Sentiment: Company raised its quarterly dividend by ~16% and is pushing digital initiatives and partnerships that expand premium customer perks and corporate product integrations — supports recurring revenue and shareholder returns. How Amex’s Dividend Hike And Digital Push At American Express (AXP) Has Changed Its Investment Story
• Positive Sentiment: AmEx expanded its corporate product by adding virtual card features for SAP Concur clients — a sales motion that can increase fee revenue and stickiness in corporate spend. Amex soups up cards for Concur
• Positive Sentiment: Market commentators (Barron’s, The Motley Fool) argue the pullback creates a buying opportunity for long-term investors, citing AmEx’s premium brand, strong returns on equity, and Berkshire Hathaway support — helps buoy contrarian demand. Visa, Mastercard and American Express Have Gotten Roughed Up. The Case for Buying the Dip.
• Neutral Sentiment: Analysis pieces consider AXP among top financial stocks to own if rates become volatile due to geopolitical risk (Iran)—this frames AXP as resilient but is macro-dependent. Is American Express (AXP) The Best Financial Stock to Buy Amid Potential Interest Rate Volatility Coming Due to Iran War
• Neutral Sentiment: Industry/tech news (BrightQuery joining FINOS) and an unrelated insurer earnings release were picked up in feeds but have no direct, material impact on AmEx fundamentals. BrightQuery Becomes Gold Member of FINOS, the Fintech Open Source Foundation, and Joins Governing Board
• Negative Sentiment: Governance pressure: the National Legal and Policy Center and anti‑DEI activists have successfully pushed some companies (including calls at firms like AmEx) to remove DEI from board selection processes — heightens regulatory/shareholder friction and could create headline risk. After notable victories, anti-DEI shareholders turn sights on Trump’s SEC
• Negative Sentiment: Market reaction pieces note recent share weakness and larger-than-market declines in recent sessions — short-term sentiment and positioning (profit-taking, lower multiple) have pressured the stock. Here’s Why American Express (AXP) Fell More Than Broader Market

Wall Street Analyst Weigh In

Several brokerages have recently commented on AXP. Barclays upped their price target on American Express from $355.00 to $367.00 and gave the company an “equal weight” rating in a research note on Tuesday, January 6th. The Goldman Sachs Group restated a “buy” rating and issued a $420.00 price objective on shares of American Express in a report on Tuesday, January 6th. Wells Fargo & Company upped their target price on shares of American Express from $400.00 to $425.00 and gave the company an “overweight” rating in a research report on Wednesday, December 17th. JPMorgan Chase & Co. lowered 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 note on Monday, February 2nd. Finally, Morgan Stanley set a $395.00 price target on shares of American Express in a research note on Tuesday, January 20th. Nine research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, American Express presently has a consensus rating of “Hold” and an average price target of $354.86.

American Express Stock Performance

NYSE AXP opened at $294.76 on Friday. The firm has a market cap of $202.38 billion, a P/E ratio of 19.15, a P/E/G ratio of 1.25 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 business’s 50-day moving average price is $335.64 and its 200 day moving average price is $347.69. The company has a quick ratio of 1.58, a current ratio of 1.59 and a debt-to-equity ratio of 1.68.

American Express (NYSE:AXP) last issued its quarterly 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 company 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%.American Express’s revenue for the quarter was up 10.5% compared to the same quarter last year. During the same period in the prior year, the business earned $3.04 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. On average, equities research analysts expect that American Express Company will post 15.33 earnings per share for the current year.

American Express Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Friday, April 3rd will be issued a $0.95 dividend. This represents a $3.80 dividend on an annualized basis 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 dividend payout ratio is 21.31%.

American Express 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.