American Express Company $AXP Shares Acquired by Klingman & Associates LLC

Klingman & Associates LLC raised its stake in shares of American Express Company (NYSE:AXP) by 98.1% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 3,415 shares of the payment services company’s stock after purchasing an additional 1,691 shares during the period. Klingman & Associates LLC’s holdings in American Express were worth $1,134,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in AXP. Family Capital Management Inc. increased its holdings in shares of American Express by 9.7% during the 3rd quarter. Family Capital Management Inc. now owns 3,555 shares of the payment services company’s stock worth $1,181,000 after buying an additional 313 shares during the last quarter. CPC Advisors LLC grew its position in American Express by 2.6% during the third quarter. CPC Advisors LLC now owns 1,463 shares of the payment services company’s stock valued at $486,000 after acquiring an additional 37 shares during the period. Nordea Investment Management AB increased its stake in American Express by 2.8% during the third quarter. Nordea Investment Management AB now owns 2,329,851 shares of the payment services company’s stock worth $778,380,000 after acquiring an additional 62,474 shares during the last quarter. ZEGA Investments LLC purchased a new position in shares of American Express in the 3rd quarter worth about $1,080,000. Finally, St. Johns Investment Management Company LLC lifted its stake in shares of American Express by 1.5% in the 3rd quarter. St. Johns Investment Management Company LLC now owns 10,957 shares of the payment services company’s stock valued at $3,639,000 after purchasing an additional 164 shares in the last quarter. Institutional investors and hedge funds own 84.33% of the company’s stock.

American Express Stock Down 0.5%

Shares of American Express stock opened at $357.85 on Wednesday. American Express Company has a 1-year low of $220.43 and a 1-year high of $387.49. The company has a market capitalization of $246.50 billion, a PE ratio of 24.02, a P/E/G ratio of 1.51 and a beta of 1.15. The company has a debt-to-equity ratio of 1.78, a current ratio of 1.61 and a quick ratio of 1.59. The business has a 50-day moving average of $368.96 and a 200-day moving average of $340.50.

American Express (NYSE:AXP) last issued its quarterly earnings results on Friday, January 30th. The payment services company reported ($11.85) EPS for the quarter, missing analysts’ consensus estimates of $3.56 by ($15.41). American Express had a net margin of 14.97% and a return on equity of 33.41%. The business had revenue of ($17,139.00) million during the quarter, compared to analysts’ expectations of $18.91 billion. As a group, equities analysts forecast that American Express Company will post 15.33 EPS for the current fiscal year.

American Express Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, February 10th. Stockholders of record on Friday, January 2nd will be paid a dividend of $0.82 per share. This represents a $3.28 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Friday, January 2nd. American Express’s dividend payout ratio is 22.01%.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on AXP shares. Keefe, Bruyette & Woods increased their target price on shares of American Express from $371.00 to $394.00 and gave the stock an “outperform” rating in a research report on Wednesday, October 1st. TD Cowen raised their target price on shares of American Express from $350.00 to $375.00 and gave the company a “hold” rating in a research note on Thursday, January 8th. HSBC set a $295.00 price target on American Express and gave the company a “hold” rating in a report on Friday, October 10th. Compass Point reaffirmed a “neutral” rating and issued a $324.00 target price on shares of American Express in a research report on Monday, October 20th. Finally, JPMorgan Chase & Co. raised their target price on American Express from $360.00 to $385.00 and gave the company a “neutral” rating in a report on Monday. Nine analysts have rated the stock with a Buy rating, seventeen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $352.82.

Insider Transactions at American Express

In other American Express news, insider Douglas Tabish sold 2,515 shares of the stock in a transaction on Thursday, October 23rd. The shares were sold at an average price of $355.61, for a total transaction of $894,359.15. Following the transaction, the insider directly owned 2,515 shares in the company, valued at $894,359.15. This represents a 50.00% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CMO Elizabeth Rutledge sold 50,000 shares of the business’s stock in a transaction dated Friday, October 31st. The stock was sold at an average price of $360.21, for a total transaction of $18,010,500.00. Following the completion of the sale, the chief marketing officer directly owned 85,577 shares of the company’s stock, valued at $30,825,691.17. The trade was a 36.88% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 57,515 shares of company stock valued at $20,658,509. 0.20% of the stock is currently owned by corporate insiders.

Key Headlines Impacting American Express

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

• Positive Sentiment: Some analysts and commentators say AXP is resilient and could absorb regulatory changes better than peers — a view that supports the stock amid headline risk. American Express stock well-positioned to weather Trump’s credit card cap
• Positive Sentiment: JPMorgan raised its price target on AXP to $385 (neutral rating), suggesting upside exists if company fundamentals hold — a counterweight to headline-driven selling. Benzinga analyst price target note
• Neutral Sentiment: Opinion pieces argue a 10% cap “won’t break anything,” noting scenarios where AXP could adapt through fees, product mix or underwriting changes — outcome depends on regulatory specifics. Seeking Alpha analysis
• Neutral Sentiment: Analyst coverage remains mixed: the broker consensus is largely “Hold,” reflecting divided views on policy risk vs. long‑run card franchise strength. Consensus rating report
• Negative Sentiment: President Trump’s public push for a 10% cap is the immediate headline driver; markets are pricing regulatory uncertainty that could compress card yields and rewards economics. CNBC coverage
• Negative Sentiment: Big‑bank executives warn a cap could reduce consumer access to credit and hurt revenue, amplifying investor concern about loan loss, underwriting shifts and lower interchange income for card issuers like AXP. Fox Business report
• Negative Sentiment: Market reaction: coverage shows premarket and intraday selling in bank and card stocks, plus at least one downgrade and headlines noting AXP shares falling — sentiment is pressured while political risk remains unresolved. Seeking Alpha downgrade
• Negative Sentiment: News outlets and market reports flagged sharp intraday moves and analyst notes calling out the policy risk as the primary reason for AXP’s recent weakness. Zacks coverage

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.