GSA Capital Partners LLP Reduces Holdings in American Express Company $AXP

GSA Capital Partners LLP reduced its stake in American Express Company (NYSE:AXP) by 63.5% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 2,460 shares of the payment services company’s stock after selling 4,281 shares during the quarter. GSA Capital Partners LLP’s holdings in American Express were worth $817,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Wealthcare Advisory Partners LLC increased its stake in American Express by 0.8% during the 3rd quarter. Wealthcare Advisory Partners LLC now owns 4,518 shares of the payment services company’s stock valued at $1,501,000 after purchasing an additional 37 shares in the last quarter. Founders Financial Alliance LLC increased its position in shares of American Express by 20.1% in the 3rd quarter. Founders Financial Alliance LLC now owns 3,460 shares of the payment services company’s stock valued at $1,149,000 after acquiring an additional 580 shares during the period. Balentine LLC raised its stake in American Express by 7.4% in the 3rd quarter. Balentine LLC now owns 1,632 shares of the payment services company’s stock worth $542,000 after acquiring an additional 113 shares during the last quarter. Glenview Trust Co lifted its position in American Express by 1.6% during the 3rd quarter. Glenview Trust Co now owns 17,410 shares of the payment services company’s stock worth $5,783,000 after acquiring an additional 281 shares during the period. Finally, SMART Wealth LLC grew its stake in American Express by 21.9% during the 3rd quarter. SMART Wealth LLC now owns 780 shares of the payment services company’s stock valued at $259,000 after purchasing an additional 140 shares during the last quarter. 84.33% of the stock is currently owned by institutional investors and hedge funds.

American Express Stock Performance

Shares of NYSE AXP opened at $345.99 on Friday. The company has a market capitalization of $237.56 billion, a PE ratio of 22.48, a price-to-earnings-growth ratio of 1.46 and a beta of 1.14. The company has a debt-to-equity ratio of 1.68, a quick ratio of 1.58 and a current ratio of 1.59. The company’s fifty day moving average price is $364.00 and its 200 day moving average price is $348.45. American Express Company has a 1 year low of $220.43 and a 1 year high of $387.49.

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

American Express Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, February 10th. Investors of record on Friday, January 2nd were paid a $0.82 dividend. The ex-dividend date of this dividend was Friday, January 2nd. This represents a $3.28 dividend on an annualized basis and a yield of 0.9%. American Express’s dividend payout ratio (DPR) is currently 21.31%.

American Express News Summary

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

• Positive Sentiment: Wells Fargo upgraded AXP to a Buy, providing fresh broker support that likely boosted investor confidence and buying interest. American Express (AXP) Receives a Buy from Wells Fargo
• Positive Sentiment: Analyses highlighting healthier January credit metrics and a valuation check have reduced near-term credit risk concerns and supported the stock’s earnings outlook. American Express (AXP) Valuation Check After Healthier January Credit Metrics
• Positive Sentiment: Commentary from independent outlets (Seeking Alpha, The Motley Fool) continues to frame AXP as a durable, long-term growth and dividend name, reinforcing bullish investor sentiment. American Express Outlook Remains Positive Despite Recent Volatility
• Neutral Sentiment: Broader analyst insight pieces discuss the financial sector generally and include AXP in comparative coverage—useful context but not an immediate catalyst by itself. Analysts Offer Insights on Financial Companies
• Neutral Sentiment: Macro market coverage (Dow weakness amid geopolitical tensions) is weighing on risk appetite broadly; this could limit upside for payment stocks even as company-specific news is positive. Stock Market Today: Dow Drops Amid U.S.-Iran Tensions; Warren Buffett Berkshire Holding Soars (Live Coverage)
• Negative Sentiment: Reports that American Express dropped specific board diversity criteria alongside other large firms have attracted negative ESG and reputational attention; this could draw activist scrutiny and pressure some institutional investors. American Express, Deere Drop Board Diversity Criteria as 78% Disclosure Rate Falls

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on AXP. TD Cowen restated a “hold” rating on shares of American Express in a research note on Thursday, January 8th. The Goldman Sachs Group reissued a “buy” rating and set a $420.00 price target on shares of American Express in a research report on Tuesday, January 6th. Barclays upped their price objective on shares of American Express from $355.00 to $367.00 and gave the company an “equal weight” rating in a report on Tuesday, January 6th. Evercore set a $393.00 target price on shares of American Express in a report on Tuesday, February 10th. Finally, Weiss Ratings upgraded shares of American Express from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, December 29th. Nine research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, American Express currently has an average rating of “Hold” and an average price target of $352.73.

Insider Activity at American Express

In other American Express news, insider Denise Pickett sold 23,385 shares of the company’s stock in a transaction on Thursday, February 5th. The shares were sold at an average price of $356.91, for a total transaction of $8,346,340.35. Following the completion of the transaction, the insider directly owned 7,754 shares in the company, valued at approximately $2,767,480.14. This represents a 75.10% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider Ravikumar Radhakrishnan sold 15,000 shares of the 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 transaction, the insider directly owned 8,945 shares in the company, valued at approximately $3,189,608.10. The trade was a 62.64% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 73,944 shares of company stock worth $26,114,366 in the last quarter. 0.20% of the stock is owned by 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.