American Express Company $AXP Shares Sold by Gamco Investors INC. ET AL

Gamco Investors INC. ET AL lowered its stake in American Express Company (NYSE:AXP) by 5.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 447,299 shares of the payment services company’s stock after selling 23,416 shares during the quarter. American Express makes up 1.4% of Gamco Investors INC. ET AL’s investment portfolio, making the stock its 5th largest holding. Gamco Investors INC. ET AL’s holdings in American Express were worth $148,575,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC increased its position in shares of American Express by 24.4% in the fourth quarter. Brighton Jones LLC now owns 6,481 shares of the payment services company’s stock worth $1,924,000 after acquiring an additional 1,273 shares in the last quarter. Sivia Capital Partners LLC lifted its position in shares of American Express by 13.0% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,738 shares of the payment services company’s stock valued at $554,000 after acquiring an additional 200 shares in the last quarter. Schnieders Capital Management LLC. purchased a new stake in shares of American Express in the 2nd quarter valued at approximately $428,000. Ethos Financial Group LLC boosted its stake in American Express by 27.5% in the 2nd quarter. Ethos Financial Group LLC now owns 927 shares of the payment services company’s stock worth $296,000 after purchasing an additional 200 shares during the period. Finally, Washington Trust Bank grew its position in American Express by 5.5% during the 2nd quarter. Washington Trust Bank now owns 1,341 shares of the payment services company’s stock worth $428,000 after purchasing an additional 70 shares in the last quarter. Institutional investors and hedge funds own 84.33% of the company’s stock.

American Express Trading Down 2.1%

American Express stock opened at $300.83 on Friday. American Express Company has a one year low of $220.43 and a one year high of $387.49. The company’s fifty day moving average price is $350.90 and its two-hundred day moving average price is $349.03. The company has a debt-to-equity ratio of 1.68, a current ratio of 1.59 and a quick ratio of 1.58. The company has a market capitalization of $206.55 billion, a price-to-earnings ratio of 19.55, a PEG ratio of 1.30 and a beta of 1.14.

American Express (NYSE:AXP) last announced its quarterly 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 company had revenue of ($17,139.00) million during the quarter, compared to analyst estimates 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 firm earned $3.04 EPS. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. On average, analysts forecast that American Express Company will post 15.33 earnings per share 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. Investors of record on Friday, April 3rd will be issued a $0.95 dividend. This is an increase from American Express’s previous quarterly dividend of $0.82. The ex-dividend date is Thursday, April 2nd. This represents a $3.80 annualized dividend and a yield of 1.3%. American Express’s dividend payout ratio is presently 21.31%.

Insider Buying and Selling

In other American Express news, insider Anna Marrs sold 27,425 shares of the 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 transaction, the insider owned 20,394 shares in the company, valued at $7,138,103.94. This trade represents a 57.35% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Ravikumar Radhakrishnan sold 15,000 shares of American Express stock in a transaction that occurred 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 transaction, the insider directly owned 8,945 shares in the company, valued at approximately $3,189,608.10. This represents a 62.64% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 73,944 shares of company stock worth $26,114,366 over the last ninety days. Company insiders own 0.20% of the company’s stock.

American Express News Summary

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

• Positive Sentiment: Board approved a 16% quarterly dividend increase to $0.95 and emphasized shareholder returns, a supportive sign for income-focused investors. American Express Announces 16% Increase in Quarterly Dividend
• Positive Sentiment: New long-term stadium and NFL team partnerships aim to drive card engagement and incremental transactions in key metro markets — a revenue/TPV growth lever for premium cardholders. American Express announces stadium, NFL team partnerships
• Positive Sentiment: Company is expanding tech initiatives (AI partner Traversal) and planning a new World Trade Center HQ, signaling investment in operations and long-term productivity improvements. American Express Taps AI And Sports Deals As Stock Trades Below Targets
• Neutral Sentiment: Valuation write-ups note the dividend hike and partnerships but also point out the recent pullback — useful context for investors reassessing entry points. Taking A Fresh Look At American Express (AXP) Valuation After Dividend Hike And New Sports Partnerships
• Neutral Sentiment: Company updated its Q1 earnings date and will webcast the annual meeting — housekeeping items that provide upcoming catalysts/communication opportunities. American Express Updates First-Quarter 2026 Earnings Date and Plans to Host Live Audio Webcast of Annual Meeting of Shareholders
• Negative Sentiment: Commentary says the current slide looks more sentiment-driven than business-driven — highlighting panic selling and momentum losses as drivers of the near-term weakness. American Express Stock’s Slide Worsens as Shares Hit $300. Time to Buy?
• Negative Sentiment: Short interest has risen materially, indicating growing bearish positioning that can amplify downward moves. American Express Company (NYSE:AXP) Sees Large Increase in Short Interest
• Negative Sentiment: New premium cards from competitors (Robinhood’s $695 Platinum) are being positioned against Amex’s lucrative premium card franchise — potential pressure on market share and fee income over time. Robinhood’s new $695 Platinum card vs $895 Amex Platinum: Which one has better perks?
• Negative Sentiment: Analysis pointing to a ~12% slip in March cites concerns about disruption (AI, competition) and investor rotation away from expensive financial names. Why American Express Stock Slipped 12% In March

Analyst Ratings Changes

Several analysts have issued reports on the stock. JPMorgan Chase & Co. cut their target price on shares of American Express from $385.00 to $375.00 and set a “neutral” rating on the stock in a research note on Monday, February 2nd. Credit Suisse Group set a $328.00 target price on American Express in a research report on Monday, January 12th. Wolfe Research assumed coverage on American Express in a research report on Monday, December 8th. They set a “peer perform” rating on the stock. Royal Bank Of Canada reissued an “outperform” rating and issued a $425.00 price objective on shares of American Express in a research note on Monday, January 12th. Finally, Morgan Stanley set a $395.00 price objective on American Express in a research report on Tuesday, January 20th. Nine investment analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average target price 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.