1,742 Shares in American Express Company $AXP Bought by Kaizen Financial Strategies

Kaizen Financial Strategies purchased a new position in American Express Company (NYSE:AXP) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 1,742 shares of the payment services company’s stock, valued at approximately $637,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Brighton Jones LLC boosted its holdings in American Express by 24.4% during the 4th quarter. Brighton Jones LLC now owns 6,481 shares of the payment services company’s stock valued at $1,924,000 after acquiring an additional 1,273 shares during the period. Sivia Capital Partners LLC lifted its position in American Express by 13.0% in the second quarter. Sivia Capital Partners LLC now owns 1,738 shares of the payment services company’s stock valued at $554,000 after purchasing an additional 200 shares during the last quarter. Schnieders Capital Management LLC. purchased a new stake in shares of American Express during the second quarter valued at approximately $428,000. Rossby Financial LCC grew its holdings in shares of American Express by 57.5% in the second quarter. Rossby Financial LCC now owns 274 shares of the payment services company’s stock worth $87,000 after purchasing an additional 100 shares during the last quarter. Finally, Jennison Associates LLC increased its stake in shares of American Express by 45.1% in the second quarter. Jennison Associates LLC now owns 14,153 shares of the payment services company’s stock worth $4,515,000 after buying an additional 4,401 shares during the period. 84.33% of the stock is owned by institutional investors.

Insider Buying and Selling at American Express

In other news, insider Denise Pickett sold 23,385 shares of the company’s stock in a transaction dated Thursday, February 5th. The shares were sold at an average price of $356.91, for a total value of $8,346,340.35. Following the sale, the insider directly owned 7,754 shares of the company’s stock, valued at $2,767,480.14. This represents a 75.10% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Ravikumar Radhakrishnan sold 15,000 shares of American Express stock in a transaction dated 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 of the company’s stock, valued at approximately $3,189,608.10. This trade represents a 62.64% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 73,944 shares of company stock valued at $26,114,366 over the last 90 days. 0.20% of the stock is owned by corporate insiders.

American Express Stock Up 2.5%

AXP stock opened at $335.37 on Friday. American Express Company has a fifty-two week low of $220.43 and a fifty-two week high of $387.49. The company has a market capitalization of $230.27 billion, a price-to-earnings ratio of 21.79, a price-to-earnings-growth ratio of 1.38 and a beta of 1.14. The business’s 50 day moving average price is $359.78 and its two-hundred day moving average price is $348.92. The company has a debt-to-equity ratio of 1.68, a quick ratio of 1.58 and a current ratio of 1.59.

American Express (NYSE:AXP) last released its earnings results on Friday, January 30th. The payment services company reported $3.53 EPS for the quarter, missing analysts’ consensus estimates of $3.54 by ($0.01). American Express had a net margin of 15.00% and a return on equity of 33.49%. The firm had revenue of ($17,139.00) million during the quarter, compared to analysts’ expectations of $18.91 billion. During the same quarter in the previous year, the business earned $3.04 EPS. The company’s revenue for the quarter was up 10.5% compared to the same quarter last year. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, analysts forecast that American Express Company will post 15.33 earnings per share for the current fiscal year.

American Express Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, February 10th. Stockholders of record on Friday, January 2nd were issued a dividend of $0.82 per share. This represents a $3.28 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date was Friday, January 2nd. American Express’s payout ratio is 21.31%.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on AXP shares. Weiss Ratings raised shares of American Express from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, December 29th. Wall Street Zen downgraded shares of American Express from a “buy” rating to a “hold” rating in a research note on Sunday, November 9th. BTIG Research reissued a “sell” rating and issued a $328.00 target price on shares of American Express in a research note on Monday, February 2nd. UBS Group reaffirmed a “neutral” rating and set a $395.00 price target on shares of American Express in a research report on Wednesday, February 4th. Finally, Wells Fargo & Company increased their price objective on American Express from $400.00 to $425.00 and gave the stock an “overweight” rating in a report on Wednesday, December 17th. Nine investment analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has assigned 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.

Key Headlines Impacting American Express

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

• Positive Sentiment: American Express announced plans to build a new, state‑of‑the‑art global headquarters at 2 World Trade Center and will be the sole owner and occupant — a high‑visibility, long‑term commitment to New York that signals confidence in growth and corporate stability. American Express to Build New State-of-the-Art Global Headquarters at 2 World Trade Center, Deepening Commitment to Lower Manhattan
• Positive Sentiment: Coverage noted AXP outperformed the digital payments group over the past year and analysts remain cautiously optimistic — a factor that can draw relative‑value buying when broader markets wobble. How Is American Express’ Stock Performance Compared to Other Digital Payments Stocks?
• Positive Sentiment: Market commentary highlighted why AXP gained while the broader market dipped — upbeat corporate messaging, solid fundamentals (recent revenue growth and FY‑2026 EPS guidance) and investor interest in buybacks/capital returns support the stock. Why the Market Dipped But American Express (AXP) Gained Today
• Neutral Sentiment: Analyst and media pieces revisited AXP’s 2025 results and management’s guidance (high single‑digit revenue growth and mid‑teens EPS growth for 2026) — supportive long‑term but already partly priced in; the stock has lagged YTD, which some investors view as a buying opportunity. American Express Stock Has Fallen 12% in 2026. Time to Buy?
• Neutral Sentiment: Product coverage (e.g., Plum Card review) and design/architectural press on the new HQ add PR visibility but are unlikely to move fundamentals near term. The Plum Card from American Express review: Opt for cash back or float
• Negative Sentiment: Short interest in AXP rose ~20% in February (about 8.6M shares short, ~1.3% of float), which increases downside pressure if sentiment deteriorates and can amplify volatility. (Source: short‑interest release)

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.