Navellier & Associates Inc. increased its stake in shares of American Express Company (NYSE:AXP) by 89.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 3,226 shares of the payment services company’s stock after acquiring an additional 1,526 shares during the quarter. Navellier & Associates Inc.’s holdings in American Express were worth $1,072,000 at the end of the most recent reporting period.
Other hedge funds have also recently bought and sold shares of the company. Valley Wealth Managers Inc. raised its position in shares of American Express by 153.3% during the third quarter. Valley Wealth Managers Inc. now owns 76 shares of the payment services company’s stock valued at $25,000 after buying an additional 46 shares during the last quarter. Briaud Financial Planning Inc bought a new position in American Express during the second quarter valued at about $26,000. Access Investment Management LLC acquired a new position in American Express in the 2nd quarter valued at approximately $26,000. Manning & Napier Advisors LLC acquired a new position in American Express in the 3rd quarter valued at approximately $27,000. Finally, Guerra Advisors Inc bought a new stake in shares of American Express in the 3rd quarter worth approximately $28,000. 84.33% of the stock is owned by institutional investors.
Insider Activity at American Express
In related news, insider Denise Pickett sold 23,385 shares of the stock in a transaction that occurred on Thursday, February 5th. The stock was sold at an average price of $356.91, for a total transaction of $8,346,340.35. Following the sale, the insider directly owned 7,754 shares in the company, valued at $2,767,480.14. This represents a 75.10% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Anna Marrs sold 27,425 shares of the firm’s stock in a transaction 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 of the company’s stock, valued at $7,138,103.94. This represents a 57.35% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.20% of the stock is owned by insiders.
Key Headlines Impacting American Express
- Positive Sentiment: Multiyear extension with the NBA expands AmEx’s leaguewide branding and experiential offers, which can drive premium-card acquisition and cardholder spend. NBA, American Express announce multiyear partnership extension
- Positive Sentiment: Coverage highlights the company’s push to court “experience-focused” cardholders via expanded NBA ties — a strategy that supports higher-margin spending patterns for premium cards. American Express Expands NBA Ties As It Courts Experience Focused Cardholders
- Positive Sentiment: Market articles point to the NBA deal as a near-term sentiment catalyst for the stock’s move higher, reinforcing investor interest in AmEx’s brand-driven growth initiatives. Why is American Express stock trading higher Tuesday?
- Neutral Sentiment: Management presented at the UBS Financial Services Conference; the transcript provides detail on strategy and metrics but contains no obvious surprise that would materially change near‑term consensus. Useful for analysts updating models. American Express Company (AXP) Presents at UBS Financial Services Conference 2026 Transcript
- Neutral Sentiment: Evercore ISI kept an In‑Line rating on AXP but trimmed its price target from $400 to $393 — a modest downgrade in target that partially offsets positive marketing headlines. Why Is American Express Stock Tuesday?
- Positive Sentiment: Longer-term bullish commentary (e.g., The Motley Fool coverage) reiterates AmEx’s durable competitive advantages and growth investments, which supports investor conviction beyond the headline cycle. This Buffett Stock Has Crushed the Market During the Past 5 Years. Here’s Why It’s Still a Buy Today.
- Negative Sentiment: Insider selling reported: an executive sale of roughly $9.6M in AXP stock — can be viewed as a cautionary signal for some investors about near‑term insider conviction. Insider Selling: American Express (NYSE:AXP) Insider Sells $9,599,024.25 in Stock
- Negative Sentiment: Another insider sale reported (~$8.35M) adds to the selling narrative and may temper enthusiasm among short‑term traders. Insider Selling: American Express (NYSE:AXP) Insider Sells $8,346,340.35 in Stock
American Express Stock Up 0.9%
Shares of NYSE:AXP opened at $363.01 on Wednesday. The company’s fifty day moving average is $368.55 and its 200-day moving average is $346.40. The company has a debt-to-equity ratio of 1.68, a quick ratio of 1.66 and a current ratio of 1.59. American Express Company has a 52 week low of $220.43 and a 52 week high of $387.49. The company has a market capitalization of $249.25 billion, a PE ratio of 23.59, a P/E/G ratio of 1.52 and a beta of 1.14.
American Express (NYSE:AXP – Get Free Report) last announced 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 firm 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%.The company’s revenue for the quarter was up 10.5% compared to the same quarter last year. During the same quarter last year, the business earned $3.04 EPS. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Equities research analysts predict that American Express Company will post 15.33 earnings per share for the current fiscal year.
American Express Dividend Announcement
The company also recently announced a quarterly dividend, which was paid on Tuesday, February 10th. Stockholders of record on Friday, January 2nd were paid a $0.82 dividend. The ex-dividend date was Friday, January 2nd. This represents a $3.28 dividend on an annualized basis and a dividend yield of 0.9%. American Express’s payout ratio is 21.31%.
Wall Street Analysts Forecast Growth
A number of research firms 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. UBS Group reissued a “neutral” rating and issued a $395.00 price target on shares of American Express in a report on Wednesday, February 4th. JPMorgan Chase & Co. dropped their price objective 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. Evercore set a $400.00 target price on shares of American Express in a research report on Tuesday, January 6th. Finally, DZ Bank raised shares of American Express from a “sell” rating to a “hold” rating and set a $340.00 price target for the company in a research report on Tuesday, October 21st. Nine investment analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $354.78.
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.
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