Exchange Traded Concepts LLC Acquires 41,764 Shares of American Express Company $AXP

Exchange Traded Concepts LLC lifted its holdings in American Express Company (NYSE:AXP) by 197.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 62,908 shares of the payment services company’s stock after purchasing an additional 41,764 shares during the period. Exchange Traded Concepts LLC’s holdings in American Express were worth $23,273,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of AXP. Valley Wealth Managers Inc. raised its holdings in 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 in the last quarter. Manning & Napier Advisors LLC bought a new stake in shares of American Express during the 3rd quarter worth about $27,000. Measured Wealth Private Client Group LLC bought a new stake in shares of American Express during the 3rd quarter worth about $28,000. Guerra Advisors Inc acquired a new position in shares of American Express during the 3rd quarter valued at about $28,000. Finally, Halbert Hargrove Global Advisors LLC increased its holdings in shares of American Express by 210.7% during the 3rd quarter. Halbert Hargrove Global Advisors LLC now owns 87 shares of the payment services company’s stock valued at $29,000 after acquiring an additional 59 shares during the last quarter. 84.33% of the stock is currently owned by institutional investors.

Insider Activity at American Express

In related news, insider Anna Marrs sold 27,425 shares of the company’s stock in a transaction on Thursday, February 5th. The shares were 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 directly owned 20,394 shares in the company, valued at $7,138,103.94. This represents a 57.35% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 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 completion of the sale, 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 have sold 73,944 shares of company stock valued at $26,114,366 in the last 90 days. 0.20% of the stock is owned by company insiders.

American Express Price Performance

Shares of NYSE:AXP opened at $292.40 on Friday. The business has a 50 day moving average price of $329.61 and a 200 day moving average price of $346.71. American Express Company has a twelve month low of $220.43 and a twelve month high of $387.49. The company has a market cap of $200.52 billion, a price-to-earnings ratio of 19.00, a PEG ratio of 1.27 and a beta of 1.14. The company has a quick ratio of 1.58, a current ratio of 1.59 and a debt-to-equity ratio of 1.68.

American Express (NYSE:AXP) last issued its quarterly earnings results on Friday, January 30th. The payment services company reported $3.53 EPS for the quarter, missing the consensus estimate of $3.54 by ($0.01). American Express had a return on equity of 33.49% and a net margin of 15.00%.The business had revenue of ($17,139.00) million during the quarter, compared to the consensus estimate of $18.91 billion. During the same period in the prior year, the firm earned $3.04 earnings per share. The business’s quarterly 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. Research analysts predict that American Express Company will post 15.33 earnings per share for the current year.

American Express Increases Dividend

The business 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 dividend of $0.95 per share. This represents a $3.80 dividend on an annualized basis and a yield of 1.3%. This is an increase from American Express’s previous quarterly dividend of $0.82. The ex-dividend date of this dividend is Thursday, April 2nd. American Express’s payout ratio is presently 21.31%.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on AXP shares. JPMorgan Chase & Co. reduced their target price on American Express from $385.00 to $375.00 and set a “neutral” rating for the company in a report on Monday, February 2nd. Wells Fargo & Company increased their price target on American Express from $400.00 to $425.00 and gave the company an “overweight” rating in a report on Wednesday, December 17th. Credit Suisse Group set a $328.00 price target on shares of American Express in a research report on Monday, January 12th. Weiss Ratings upgraded shares of American Express from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, December 29th. Finally, UBS Group reaffirmed a “neutral” rating and set a $395.00 price objective on shares of American Express in a report on Wednesday, February 4th. Nine research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, American Express presently has an average rating of “Hold” and an average price target of $352.95.

Key American Express News

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

• Positive Sentiment: AXP is pushing new product and technology initiatives — the company rolled out a 2% cash-back Graphite card and is expanding AI-driven tools aimed at deepening engagement with business customers, which could support spend and revenue growth over time. American Express Bets Big on AI, Cash Back in 2026 Push
• Positive Sentiment: Investor-focused coverage highlights sustained demand for premium cards and membership services, which supports higher-margin revenue streams and customer loyalty—one of the reasons long-term thesis holders remain constructive. 3 Things Every American Express Investor Needs to Know
• Neutral Sentiment: Analysis argues AXP is not materially threatened by rapid AI disintermediation of commerce today — management and analysts point to AmEx’s network, data, and premium customer base as defenses vs. “agentic AI” threats. This is more a reassurance than a near-term catalyst. Why American Express Doesn’t Fear an Agentic AI Shop-ocalypse
• Neutral Sentiment: Industry moves and competitor developments (Bread Financial, Clear Secure, travel rental players) are shaping the competitive and travel-spend backdrop; these stories can shift relative sentiment toward card issuers but are not direct AXP catalysts. BFH Stock Near 52-Week High: A Signal for Investors to Hold Tight? Hertz Stock and Other Shutdown Winners Slump as TSA Funding Truce Signals End to Travel Chaos
• Negative Sentiment: Market headlines note AXP declined more than the broader market today; short-term price pressure appears driven by recent share-price weakness and investor rotation away from higher-beta financials. Why American Express (AXP) Dipped More Than Broader Market Today
• Negative Sentiment: Investors remain sensitive to recent fundamental signals — AXP’s latest quarter showed only a very small EPS miss and management set FY‑2026 EPS guidance that the market will closely scrutinize; lingering valuation concerns and the stock’s YTD weakness keep downside risk elevated. Is It Time To Revisit American Express (AXP) After Recent Share Price Weakness?

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.