Dakota Wealth Management Has $2.77 Million Stock Holdings in American Express Company $AXP

Dakota Wealth Management cut its holdings in American Express Company (NYSE:AXP) by 49.8% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 7,476 shares of the payment services company’s stock after selling 7,422 shares during the quarter. Dakota Wealth Management’s holdings in American Express were worth $2,766,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of AXP. Cherrydale Wealth Management LLC bought a new position in shares of American Express during the 4th quarter worth about $206,000. Global X Japan Co. Ltd. grew its position in American Express by 469.7% in the 4th quarter. Global X Japan Co. Ltd. now owns 22,117 shares of the payment services company’s stock valued at $8,182,000 after purchasing an additional 18,235 shares during the period. CoreCap Advisors LLC raised its holdings in American Express by 5.8% during the fourth quarter. CoreCap Advisors LLC now owns 15,531 shares of the payment services company’s stock worth $5,746,000 after buying an additional 849 shares during the last quarter. Mather Group LLC. grew its holdings in shares of American Express by 19.5% during the fourth quarter. Mather Group LLC. now owns 8,240 shares of the payment services company’s stock valued at $3,049,000 after buying an additional 1,344 shares during the last quarter. Finally, Fort Washington Investment Advisors Inc. OH raised its holdings in shares of American Express by 4.6% in the 4th quarter. Fort Washington Investment Advisors Inc. OH now owns 1,626 shares of the payment services company’s stock worth $602,000 after acquiring an additional 72 shares during the last quarter. Institutional investors and hedge funds own 84.33% of the company’s stock.

American Express Price Performance

NYSE AXP opened at $292.40 on Friday. The company has a market cap of $200.52 billion, a PE ratio of 19.00, a price-to-earnings-growth ratio of 1.24 and a beta of 1.14. The company has a quick ratio of 1.58, a current ratio of 1.59 and a debt-to-equity ratio of 1.68. The firm’s 50-day simple moving average is $329.61 and its two-hundred day simple moving average is $346.86. American Express Company has a 52 week low of $220.43 and a 52 week high of $387.49.

American Express (NYSE:AXP) last posted its quarterly earnings results on Friday, January 30th. The payment services company reported $3.53 earnings per share (EPS) for the quarter, missing the consensus estimate of $3.54 by ($0.01). The business had revenue of ($17,139.00) million during the quarter, compared to the consensus estimate of $18.91 billion. American Express had a net margin of 15.00% and a return on equity of 33.49%. The business’s revenue for the quarter was up 10.5% on a year-over-year basis. During the same period last year, the firm earned $3.04 EPS. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Research 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 disclosed a quarterly dividend, which will be paid on Friday, May 8th. Investors of record on Friday, April 3rd will be paid a dividend of $0.95 per share. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date is Thursday, April 2nd. This is a positive change from American Express’s previous quarterly dividend of $0.82. American Express’s dividend payout ratio is presently 21.31%.

Key Headlines Impacting American Express

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

• Positive Sentiment: AXP is pushing new product and technology initiatives — the company rolled out a 2% cash-back Graphite card and is expanding AI-driven tools aimed at deepening engagement with business customers, which could support spend and revenue growth over time. American Express Bets Big on AI, Cash Back in 2026 Push
• Positive Sentiment: Investor-focused coverage highlights sustained demand for premium cards and membership services, which supports higher-margin revenue streams and customer loyalty—one of the reasons long-term thesis holders remain constructive. 3 Things Every American Express Investor Needs to Know
• Neutral Sentiment: Analysis argues AXP is not materially threatened by rapid AI disintermediation of commerce today — management and analysts point to AmEx’s network, data, and premium customer base as defenses vs. “agentic AI” threats. This is more a reassurance than a near-term catalyst. Why American Express Doesn’t Fear an Agentic AI Shop-ocalypse
• Neutral Sentiment: Industry moves and competitor developments (Bread Financial, Clear Secure, travel rental players) are shaping the competitive and travel-spend backdrop; these stories can shift relative sentiment toward card issuers but are not direct AXP catalysts. BFH Stock Near 52-Week High: A Signal for Investors to Hold Tight? Hertz Stock and Other Shutdown Winners Slump as TSA Funding Truce Signals End to Travel Chaos
• Negative Sentiment: Market headlines note AXP declined more than the broader market today; short-term price pressure appears driven by recent share-price weakness and investor rotation away from higher-beta financials. Why American Express (AXP) Dipped More Than Broader Market Today
• Negative Sentiment: Investors remain sensitive to recent fundamental signals — AXP’s latest quarter showed only a very small EPS miss and management set FY‑2026 EPS guidance that the market will closely scrutinize; lingering valuation concerns and the stock’s YTD weakness keep downside risk elevated. Is It Time To Revisit American Express (AXP) After Recent Share Price Weakness?

Analyst Ratings Changes

Several research analysts recently issued reports on AXP shares. Wells Fargo & Company lifted their target price on American Express from $400.00 to $425.00 and gave the company an “overweight” rating in a research report on Wednesday, December 17th. Weiss Ratings upgraded shares of American Express from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, December 29th. The Goldman Sachs Group reissued a “buy” rating and issued a $420.00 price objective on shares of American Express in a research report on Tuesday, January 6th. Wolfe Research began coverage on shares of American Express in a report on Monday, December 8th. They issued a “peer perform” rating on the stock. Finally, Evercore set a $393.00 price objective on shares of American Express in a research report on Tuesday, February 10th. Nine investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, American Express presently has a consensus rating of “Hold” and a consensus target price of $352.95.

Insider Buying and Selling

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 shares were sold at an average price of $350.01, for a total value of $9,599,024.25. Following the sale, the insider directly owned 20,394 shares in the company, valued at $7,138,103.94. This represents a 57.35% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Howard Grosfield sold 8,134 shares of the company’s stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $346.73, for a total transaction 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. The trade was a 46.30% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 73,944 shares of company stock worth $26,114,366 in the last 90 days. 0.20% of the stock is owned by company insiders.

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.