5,640 Shares in American Express Company $AXP Bought by Neo Ivy Capital Management

Neo Ivy Capital Management acquired a new stake in American Express Company (NYSE:AXP) during the 3rd quarter, according to its most recent disclosure with the SEC. The fund acquired 5,640 shares of the payment services company’s stock, valued at approximately $1,873,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Valley Wealth Managers Inc. raised its stake in shares of American Express by 153.3% in the 3rd quarter. Valley Wealth Managers Inc. now owns 76 shares of the payment services company’s stock valued at $25,000 after purchasing an additional 46 shares during the period. Manning & Napier Advisors LLC acquired a new position in shares of American Express during the third quarter worth about $27,000. Guerra Advisors Inc bought a new position in shares of American Express during the third quarter worth about $28,000. Halbert Hargrove Global Advisors LLC grew its holdings in shares of American Express by 210.7% during the third quarter. Halbert Hargrove Global Advisors LLC now owns 87 shares of the payment services company’s stock worth $29,000 after buying an additional 59 shares in the last quarter. Finally, Grey Fox Wealth Advisors LLC acquired a new stake in American Express in the 3rd quarter valued at approximately $34,000. 84.33% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at American Express

In other American Express news, insider Howard Grosfield sold 8,134 shares of the stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $346.73, for a total transaction of $2,820,301.82. Following the transaction, the insider owned 9,433 shares in the company, valued at $3,270,704.09. This trade represents a 46.30% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Denise Pickett sold 23,385 shares of American Express stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $356.91, for a total value of $8,346,340.35. Following the sale, 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 position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 73,944 shares of company stock valued at $26,114,366. Company insiders own 0.20% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on AXP shares. Credit Suisse Group set a $328.00 target price on American Express in a research note on Monday, January 12th. UBS Group reaffirmed a “neutral” rating and set a $395.00 price target on shares of American Express in a research note on Wednesday, February 4th. Weiss Ratings upgraded shares of American Express from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, December 29th. Royal Bank Of Canada reissued an “outperform” rating and issued a $425.00 price objective on shares of American Express in a research report on Monday, January 12th. Finally, Wall Street Zen downgraded shares of American Express from a “buy” rating to a “hold” rating in a research report on Sunday, November 9th. Nine analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, American Express currently has a consensus rating of “Hold” and a consensus target price of $352.73.

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 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

American Express Stock Down 2.1%

Shares of AXP opened at $300.83 on Friday. The firm has a market cap of $206.55 billion, a P/E ratio of 19.55, a price-to-earnings-growth ratio of 1.30 and a beta of 1.14. The company has a debt-to-equity ratio of 1.68, a quick ratio of 1.58 and a current ratio of 1.59. American Express Company has a 52 week low of $220.43 and a 52 week high of $387.49. The firm’s 50-day simple moving average is $350.90 and its 200 day simple moving average is $349.03.

American Express (NYSE:AXP) last issued its quarterly earnings data on Friday, January 30th. The payment services company reported $3.53 earnings per share (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 company had revenue of ($17,139.00) million for the quarter, compared to analyst estimates of $18.91 billion. During the same quarter last year, the business earned $3.04 earnings per share. The company’s 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. On average, analysts forecast that American Express Company will post 15.33 earnings per share for the current year.

American Express Increases Dividend

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

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.