Siligmueller & Norvid Wealth Advisors LLC Takes $563,000 Position in American Express Company $AXP

Siligmueller & Norvid Wealth Advisors LLC purchased a new stake in American Express Company (NYSE:AXP) during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 1,696 shares of the payment services company’s stock, valued at approximately $563,000.

Several other hedge funds also recently modified their holdings of AXP. Brighton Jones LLC boosted its stake in American Express by 24.4% in the fourth 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 lifted its stake 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 buying an additional 200 shares in the last quarter. Schnieders Capital Management LLC. acquired a new position in shares of American Express in the second quarter valued at approximately $428,000. Bleakley Financial Group LLC raised its holdings in shares of American Express by 26.6% during the second quarter. Bleakley Financial Group LLC now owns 15,791 shares of the payment services company’s stock worth $5,037,000 after acquiring an additional 3,321 shares during the period. Finally, FSM Wealth Advisors LLC lifted its position in American Express by 121.1% in the 2nd quarter. FSM Wealth Advisors LLC now owns 1,720 shares of the payment services company’s stock valued at $555,000 after acquiring an additional 942 shares in the last quarter. Institutional investors and hedge funds own 84.33% of the company’s stock.

American Express Stock Performance

NYSE AXP opened at $345.99 on Friday. The company has a market capitalization of $237.56 billion, a price-to-earnings ratio of 22.48, a PEG ratio of 1.45 and a beta of 1.14. The stock has a fifty day simple moving average of $364.00 and a 200 day simple moving average of $348.09. 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 Company has a twelve month low of $220.43 and a twelve month high of $387.49.

American Express (NYSE:AXP) last announced its earnings results 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). The firm had revenue of ($17,139.00) million for the quarter, compared to the consensus estimate of $18.91 billion. American Express had a return on equity of 33.49% and a net margin of 15.00%.American Express’s quarterly revenue was up 10.5% on a year-over-year basis. During the same period in the prior year, the business earned $3.04 EPS. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Sell-side analysts expect that American Express Company will post 15.33 EPS for the current year.

American Express Announces Dividend

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

Analysts Set New Price Targets

Several research analysts recently commented on AXP shares. Morgan Stanley set a $395.00 target price on shares of American Express in a report on Tuesday, January 20th. Wolfe Research assumed coverage on American Express in a report on Monday, December 8th. They set a “peer perform” rating for the company. Truist Financial reduced their target price on American Express from $420.00 to $400.00 and set a “buy” rating for the company in a research note on Monday, February 2nd. Wells Fargo & Company raised their target price on shares of American Express from $400.00 to $425.00 and gave the stock an “overweight” rating in a research note on Wednesday, December 17th. Finally, TD Cowen reissued a “hold” rating on shares of American Express in a report on Thursday, January 8th. Nine analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $352.73.

Insider Transactions at American Express

In other American Express news, insider Ravikumar Radhakrishnan sold 15,000 shares of the firm’s stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $356.58, for a total value of $5,348,700.00. Following the completion of the sale, the insider 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. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider Anna Marrs sold 27,425 shares of the firm’s stock in a transaction dated 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 approximately $7,138,103.94. The trade was a 57.35% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 73,944 shares of company stock valued at $26,114,366 in the last 90 days. Corporate insiders own 0.20% of the company’s stock.

Key Headlines Impacting American Express

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

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.