NFC Investments LLC Has $13.16 Million Stake in American Express Company $AXP

NFC Investments LLC cut its holdings in American Express Company (NYSE:AXP) by 7.2% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 39,605 shares of the payment services company’s stock after selling 3,080 shares during the period. American Express makes up approximately 3.8% of NFC Investments LLC’s investment portfolio, making the stock its 9th largest position. NFC Investments LLC’s holdings in American Express were worth $13,155,000 at the end of the most recent quarter.

A number of other hedge funds have also bought and sold shares of AXP. Brighton Jones LLC grew its position in shares of American Express by 24.4% during the 4th quarter. Brighton Jones LLC now owns 6,481 shares of the payment services company’s stock worth $1,924,000 after purchasing an additional 1,273 shares in the last quarter. Sivia Capital Partners LLC raised its position in shares of 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 buying an additional 200 shares in the last quarter. Schnieders Capital Management LLC. bought a new stake in shares of American Express in the second quarter valued at approximately $428,000. iA Global Asset Management Inc. acquired a new stake in American Express during the second quarter worth approximately $303,000. Finally, Magnolia Capital Advisors LLC bought a new position in American Express during the 2nd quarter worth $213,000. 84.33% of the stock is owned by institutional investors.

Trending Headlines about American Express

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

• Positive Sentiment: Board approved a 16% quarterly dividend increase to $0.95 per share (payable May 8), signaling strong free cash flow and shareholder return priorities. What American Express (AXP)’s Bigger Dividend and New World Trade Center HQ Plan Means For Shareholders
• Positive Sentiment: Major sports & entertainment partnerships (MetLife Stadium, NY Giants/Jets, Mercedes‑Benz Stadium/Atlanta Falcons, Atlanta United, new NWSL team) expand card‑member access and payment volume opportunities in large metro markets. American Express Expands Global Sports and Entertainment Footprint
• Positive Sentiment: Tech push: AXP partnered with Traversal to apply enterprise AI to site reliability engineering — a move toward more automated, resilient operations that could lower costs and improve uptime. American Express Taps AI And Sports Deals As Stock Trades Below Targets
• Neutral Sentiment: Company updated its Q1‑2026 earnings date and will host a live audio webcast of its annual shareholders meeting—useful corporate events but not market-moving on their own. American Express Updates First-Quarter 2026 Earnings Date and Plans to Host Live Audio Webcast of Annual Meeting of Shareholders
• Neutral Sentiment: Promotional/brand activity (Amex x CARBONE BEACH at Miami GP) continues Card Member engagement and premium branding—positive marketing but modest direct impact on near‑term earnings. Major Food Group and American Express to host CARBONE BEACH
• Neutral Sentiment: Benzinga flagged unusual options activity in AXP, which can reflect speculative bets or hedging and adds short‑term volatility risk rather than a directional signal. 2AXP : Looking At American Express’s Recent Unusual Options Activity
• Negative Sentiment: Analyst/market commentary is weighing AI‑related job‑market fears and broader tech disruption; coverage notes those concerns even as the company raises dividends, which could cap multiple expansion. AmEx Turns on the Cash Tap: Dividends Boom Amid AI Concerns
• Negative Sentiment: Latest quarter showed a very small EPS miss (by $0.01), which is immaterial operationally but can trigger short‑term trader reactions. Why American Express (AXP) Outpaced the Stock Market Today

American Express Stock Performance

NYSE:AXP opened at $311.15 on Thursday. American Express Company has a twelve month low of $220.43 and a twelve month high of $387.49. 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 stock’s 50-day simple moving average is $354.02 and its 200 day simple moving average is $349.36. The firm has a market capitalization of $213.64 billion, a PE ratio of 20.22, a price-to-earnings-growth ratio of 1.30 and a beta of 1.14.

American Express (NYSE:AXP) last posted 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 return on equity of 33.49% and a net margin of 15.00%.The company had revenue of ($17,139.00) million during the quarter, compared to the consensus estimate of $18.91 billion. During the same period last year, the company posted $3.04 EPS. The firm’s revenue 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. On average, analysts anticipate that American Express Company will post 15.33 EPS for the current fiscal year.

American Express Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Friday, April 3rd will be given a $0.95 dividend. This is an increase from American Express’s previous quarterly dividend of $0.82. This represents a $3.80 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date is Thursday, April 2nd. American Express’s dividend payout ratio (DPR) is 21.31%.

Insider Activity at American Express

In related news, insider Denise Pickett sold 23,385 shares of the firm’s stock in a transaction 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 owned 7,754 shares of the company’s stock, valued at $2,767,480.14. This trade represents a 75.10% decrease in their position. The transaction was disclosed in a legal filing 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 dated Thursday, February 12th. The stock was sold at an average price of $346.73, for a total value of $2,820,301.82. Following the completion of the transaction, the insider directly owned 9,433 shares of the company’s stock, valued at approximately $3,270,704.09. The trade was a 46.30% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 73,944 shares of company stock worth $26,114,366. Corporate insiders own 0.20% of the company’s stock.

Analyst Ratings Changes

A number of analysts have recently weighed in on AXP shares. The Goldman Sachs Group reiterated a “buy” rating and set a $420.00 target price on shares of American Express in a research report on Tuesday, January 6th. Wolfe Research began coverage on American Express in a research note on Monday, December 8th. They issued a “peer perform” rating for the company. Evercore set a $393.00 price objective on shares of American Express in a research report on Tuesday, February 10th. Truist Financial reduced their price objective on shares of American Express from $420.00 to $400.00 and set a “buy” rating on the stock in a research note on Monday, February 2nd. 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 analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, American Express presently has an average rating of “Hold” and an average price target of $352.73.

About American Express

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.