ZEGA Investments LLC Invests $1.08 Million in American Express Company $AXP

ZEGA Investments LLC bought a new position in shares of American Express Company (NYSE:AXP) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 3,252 shares of the payment services company’s stock, valued at approximately $1,080,000.

A number of other large investors have also recently bought and sold shares of AXP. Briaud Financial Planning Inc bought a new stake in shares of American Express during the 2nd quarter worth approximately $26,000. Access Investment Management LLC bought a new stake in American Express during the second quarter worth $26,000. Halbert Hargrove Global Advisors LLC boosted its holdings 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 purchasing an additional 59 shares in the last quarter. Chung Wu Investment Group LLC bought a new position in shares of American Express in the 2nd quarter valued at $37,000. Finally, Howard Hughes Medical Institute bought a new position in shares of American Express in the 2nd quarter valued at $38,000. 84.33% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about American Express

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

• Positive Sentiment: Analysis argues American Express is well‑positioned to weather a rate cap because of its affluent card base, fee income and network advantages. American Express stock well-positioned to weather Trump’s credit card cap
• Positive Sentiment: Article argues a 10% cap “won’t break anything,” highlighting that regulatory, legal and political obstacles make a dramatic earnings hit unlikely. Trump, Interest Rates, And American Express: A 10% Cap Won’t Break Anything
• Positive Sentiment: Jefferies/MarketWatch coverage urges investors not to panic, noting the proposal faces low odds of becoming law and analysts expect limited long‑term impact. Why investors shouldn’t panic yet about Trump’s credit-card rate-cap proposal
• Positive Sentiment: JPMorgan raised its price target on AXP from $360 to $385 (rating: Neutral), giving some support by implying upside from current levels. Benzinga (JPMorgan price target)
• Neutral Sentiment: Broad media and TV coverage is focusing on the story; Bloomberg noted markets rallied broadly while credit‑card names lagged — coverage amplifies volatility but doesn’t change fundamentals. Stocks Rise as Credit Card Shares Slip on Trump Rate Cap Talk | The Close 1/12/2026
• Neutral Sentiment: Commentators including Jim Cramer and other TV guests call the plan “over the top” and say markets may be overreacting — supportive for a corrective rebound if political reality sets in. Wall Street doesn’t care about Trump’s credit card plan, ‘it is too over the top’, says Jim Cramer
• Negative Sentiment: Seeking Alpha reports downgrades and analyst concern after the floated cap, which can pressure investor sentiment and trigger sell orders. American Express Downgraded As Trump Floats Credit Card Rate Cap
• Negative Sentiment: Major outlets (Barron’s) and pre‑market coverage highlighted steep drops for AXP and peers on the news, amplifying intra‑day selling pressure. Citi, JPMorgan, American Express Stocks Drop. Trump’s Credit Card Plan Sparks Panic.
• Negative Sentiment: Market summaries and trade recaps (Zacks, TalkMarkets) note AXP shares fell sharply on the story — short‑term downside driven by sentiment and liquidity rather than new company‑specific data. American Express (AXP) Stock Drops Despite Market Gains: Important Facts to Note
• Negative Sentiment: Underlying trigger: Trump’s one‑year 10% cap proposal itself is the proximate cause of the move; implementation details are unclear but market reaction reflects potential revenue and margin risk. Trump Suggests One-Year 10% Cap on Credit Card Interest Rates

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on the company. Wolfe Research started coverage on American Express in a research note on Monday, December 8th. They issued a “peer perform” rating on the stock. UBS Group set a $385.00 price target on shares of American Express in a research note on Monday. BTIG Research reiterated a “sell” rating and set a $328.00 price objective on shares of American Express in a research report on Monday. Credit Suisse Group set a $328.00 target price on shares of American Express in a research report on Monday. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and set a $420.00 target price on shares of American Express in a research note on Tuesday, January 6th. Nine analysts have rated the stock with a Buy rating, seventeen have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $352.82.

American Express Stock Down 4.3%

Shares of NYSE:AXP opened at $359.43 on Tuesday. The firm has a market cap of $247.59 billion, a P/E ratio of 24.12, a P/E/G ratio of 1.57 and a beta of 1.15. American Express Company has a 12-month low of $220.43 and a 12-month high of $387.49. The business has a fifty day simple moving average of $369.01 and a 200 day simple moving average of $340.22. The company has a quick ratio of 1.59, a current ratio of 1.61 and a debt-to-equity ratio of 1.78.

American Express (NYSE:AXP) last posted its quarterly earnings data on Friday, January 30th. The payment services company reported ($11.85) EPS for the quarter, missing analysts’ consensus estimates of $3.56 by ($15.41). The firm 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 14.97% and a return on equity of 33.41%. Analysts predict that American Express Company will post 15.33 earnings per share for the current year.

American Express Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, February 10th. Investors of record on Friday, January 2nd will be issued a $0.82 dividend. This represents a $3.28 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Friday, January 2nd. American Express’s dividend payout ratio (DPR) is currently 22.01%.

Insider Activity

In related news, CMO Elizabeth Rutledge sold 50,000 shares of American Express stock in a transaction that occurred on Friday, October 31st. The stock was sold at an average price of $360.21, for a total transaction of $18,010,500.00. Following the transaction, the chief marketing officer owned 85,577 shares of the company’s stock, valued at $30,825,691.17. The trade was a 36.88% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider Douglas Tabish sold 2,515 shares of the stock in a transaction on Thursday, October 23rd. The shares were sold at an average price of $355.61, for a total value of $894,359.15. Following the completion of the sale, the insider directly owned 2,515 shares of the company’s stock, valued at $894,359.15. The trade was a 50.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 57,515 shares of company stock worth $20,658,509 over the last three months. 0.20% of the stock is currently owned by insiders.

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.