Marshall Financial Group LLC Buys 2,257 Shares of American Express Company $AXP

Marshall Financial Group LLC raised its stake in American Express Company (NYSE:AXP) by 243.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 3,185 shares of the payment services company’s stock after buying an additional 2,257 shares during the quarter. Marshall Financial Group LLC’s holdings in American Express were worth $1,178,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC increased its stake in shares of American Express by 24.4% in 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 last quarter. Sivia Capital Partners LLC boosted its stake in American Express by 13.0% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,738 shares of the payment services company’s stock worth $554,000 after acquiring an additional 200 shares during the last quarter. Schnieders Capital Management LLC. acquired a new position in American Express during the second quarter valued at approximately $428,000. Hillsdale Investment Management Inc. grew its holdings in American Express by 1.5% during the second quarter. Hillsdale Investment Management Inc. now owns 2,680 shares of the payment services company’s stock valued at $855,000 after purchasing an additional 40 shares during the period. Finally, AlphaCore Capital LLC increased its stake in American Express by 78.6% in the second quarter. AlphaCore Capital LLC now owns 2,102 shares of the payment services company’s stock valued at $670,000 after purchasing an additional 925 shares in the last quarter. Institutional investors own 84.33% of the company’s stock.

American Express Trading Down 0.1%

AXP opened at $294.76 on Monday. The stock has a market capitalization of $202.38 billion, a P/E ratio of 19.15, a P/E/G ratio of 1.25 and a beta of 1.15. The company has a current ratio of 1.59, a quick ratio of 1.58 and a debt-to-equity ratio of 1.68. American Express Company has a 12 month low of $220.43 and a 12 month high of $387.49. The firm’s fifty day simple moving average is $335.64 and its 200 day simple moving average is $347.98.

American Express (NYSE:AXP) last released 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). 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 for the quarter, compared to the consensus estimate of $18.91 billion. During the same quarter last year, the company posted $3.04 EPS. American Express’s revenue for the quarter was up 10.5% on a year-over-year basis. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, research analysts anticipate that American Express Company will post 15.33 EPS for the current fiscal year.

American Express Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, May 8th. Investors of record on Friday, April 3rd will be given a $0.95 dividend. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $3.80 dividend on an annualized basis and a yield of 1.3%. This is a boost from American Express’s previous quarterly dividend of $0.82. American Express’s payout ratio is 21.31%.

American Express News Roundup

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

• Positive Sentiment: Company raised its quarterly dividend by ~16% and is pushing digital initiatives and partnerships that expand premium customer perks and corporate product integrations — supports recurring revenue and shareholder returns. How Amex’s Dividend Hike And Digital Push At American Express (AXP) Has Changed Its Investment Story
• Positive Sentiment: AmEx expanded its corporate product by adding virtual card features for SAP Concur clients — a sales motion that can increase fee revenue and stickiness in corporate spend. Amex soups up cards for Concur
• Positive Sentiment: Market commentators (Barron’s, The Motley Fool) argue the pullback creates a buying opportunity for long-term investors, citing AmEx’s premium brand, strong returns on equity, and Berkshire Hathaway support — helps buoy contrarian demand. Visa, Mastercard and American Express Have Gotten Roughed Up. The Case for Buying the Dip.
• Neutral Sentiment: Analysis pieces consider AXP among top financial stocks to own if rates become volatile due to geopolitical risk (Iran)—this frames AXP as resilient but is macro-dependent. Is American Express (AXP) The Best Financial Stock to Buy Amid Potential Interest Rate Volatility Coming Due to Iran War
• Neutral Sentiment: Industry/tech news (BrightQuery joining FINOS) and an unrelated insurer earnings release were picked up in feeds but have no direct, material impact on AmEx fundamentals. BrightQuery Becomes Gold Member of FINOS, the Fintech Open Source Foundation, and Joins Governing Board
• Negative Sentiment: Governance pressure: the National Legal and Policy Center and anti‑DEI activists have successfully pushed some companies (including calls at firms like AmEx) to remove DEI from board selection processes — heightens regulatory/shareholder friction and could create headline risk. After notable victories, anti-DEI shareholders turn sights on Trump’s SEC
• Negative Sentiment: Market reaction pieces note recent share weakness and larger-than-market declines in recent sessions — short-term sentiment and positioning (profit-taking, lower multiple) have pressured the stock. Here’s Why American Express (AXP) Fell More Than Broader Market

Analyst Upgrades and Downgrades

AXP has been the topic of a number of recent analyst reports. 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. Wolfe Research began coverage on shares of American Express in a research report on Monday, December 8th. They issued a “peer perform” rating for the company. UBS Group reaffirmed a “neutral” rating and set a $395.00 price objective on shares of American Express in a research note on Wednesday, February 4th. Evercore set a $393.00 target price on American Express in a research note on Tuesday, February 10th. Finally, BTIG Research lowered their price target on American Express from $328.00 to $285.00 and set a “sell” rating for the company in a report on Monday, March 16th. Nine research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $354.86.

Insider Transactions at American Express

In other American Express news, insider Anna Marrs sold 27,425 shares of the company’s stock in a transaction that occurred on Thursday, February 5th. The stock was sold at an average price of $350.01, for a total transaction of $9,599,024.25. Following the completion of the transaction, the insider owned 20,394 shares of the company’s stock, valued at $7,138,103.94. This represents a 57.35% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Denise Pickett sold 23,385 shares of the firm’s 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 transaction, 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 ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 73,944 shares of company stock worth $26,114,366. 0.20% of the stock is currently 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.