Cambria Investment Management L.P. Invests $708,000 in American Express Company $AXP

Cambria Investment Management L.P. acquired a new stake in shares of American Express Company (NYSE:AXP) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 2,131 shares of the payment services company’s stock, valued at approximately $708,000.

Other large investors have also bought and sold shares of the company. Valley Wealth Managers Inc. lifted its stake in American Express by 153.3% in 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 acquired a new stake in shares of American Express during the third quarter worth $27,000. Guerra Advisors Inc bought a new stake in American Express in the 3rd quarter valued at $28,000. Halbert Hargrove Global Advisors LLC lifted its position in American Express by 210.7% in 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 in the last quarter. Finally, Grey Fox Wealth Advisors LLC acquired a new position in American Express in the 3rd quarter worth $34,000. 84.33% of the stock is owned by institutional investors.

American Express Price Performance

Shares of AXP opened at $311.15 on Thursday. The company has a current ratio of 1.59, a quick ratio of 1.58 and a debt-to-equity ratio of 1.68. The company’s fifty day simple moving average is $354.02 and its 200 day simple moving average is $349.36. American Express Company has a 1-year low of $220.43 and a 1-year high of $387.49. The company has a market cap of $213.64 billion, a price-to-earnings ratio of 20.22, a PEG ratio of 1.30 and a beta of 1.14.

American Express (NYSE:AXP) last announced its quarterly earnings data on Friday, January 30th. The payment services company reported $3.53 EPS for the quarter, missing analysts’ consensus estimates of $3.54 by ($0.01). The firm had revenue of ($17,139.00) million during the quarter, compared to the consensus estimate of $18.91 billion. American Express had a net margin of 15.00% and a return on equity of 33.49%. The business’s revenue was up 10.5% on a year-over-year basis. During the same period last year, the business earned $3.04 EPS. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. On average, research analysts forecast that American Express Company will post 15.33 earnings per share for the current fiscal year.

American Express Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Friday, April 3rd will be paid a $0.95 dividend. This is a positive change from American Express’s previous quarterly dividend of $0.82. This represents a $3.80 annualized dividend and a yield of 1.2%. The ex-dividend date is Thursday, April 2nd. American Express’s dividend payout ratio is currently 21.31%.

Key American Express News

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

• Positive Sentiment: Board-authorized 16% quarterly dividend increase to $0.95 per share (ex-dividend early April, pay date in May) — signals management confidence in cash flow and supports income-oriented shareholder demand. American Express Board Authorizes 16 Percent Increase in Common Shares Dividend
• Positive Sentiment: New long-term partnerships naming American Express as Official Payments Partner at MetLife Stadium, Mercedes‑Benz Stadium and with NFL teams and other franchises — increases exclusive card-member access and could lift transaction volumes in major U.S. markets. American Express Expands Global Sports and Entertainment Footprint with New Stadium and NFL Team Partnerships
• Neutral Sentiment: Market commentary noting AXP outpaced the broader market today — a snapshot explanation rather than new fundamental news, but useful context for intraday moves. Why American Express (AXP) Outpaced the Stock Market Today
• Neutral Sentiment: Plans for a new global HQ at 2 World Trade Center — a strategic move underscoring long-term investment in growth and brand, but with limited near-term earnings impact. American Express Plans New World Trade Center HQ To Support Growth Narrative
• Neutral Sentiment: Marketing/branding activation: AmEx co-hosting CARBONE BEACH during the Miami Grand Prix — supports premium-brand engagement and card‑member experience but is not materially earnings‑driving. Major Food Group and American Express to host CARBONE BEACH
• Neutral Sentiment: Mentioned as a top option for high-yield savings accounts in consumer roundups — supports deposit-gathering narrative but is competitive and only modestly impacts valuation near term. 3 Clear Winners When Exploring High-Yield Savings Accounts
• Negative Sentiment: Coverage noting dividend rise but flagging broader market worries about AI‑related disruption and layoff fears — these concerns could weigh on sentiment and multiple expansion even as cash returns rise. AmEx Turns on the Cash Tap: Dividends Boom Amid AI Concerns
• Negative Sentiment: Unusual options activity has drawn attention — could signal hedging or speculative positioning that increases short‑term volatility around AXP. Do Options Traders Know Something About AXP Stock We Don’t?

Insiders Place Their Bets

In related news, insider Anna Marrs sold 27,425 shares of the stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $350.01, for a total value of $9,599,024.25. Following the sale, the insider owned 20,394 shares in the company, valued at approximately $7,138,103.94. This represents a 57.35% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Howard Grosfield sold 8,134 shares of American Express 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 directly owned 9,433 shares of the company’s stock, valued at approximately $3,270,704.09. This trade represents a 46.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 73,944 shares of company stock valued at $26,114,366. Corporate insiders own 0.20% of the company’s stock.

Analyst Ratings Changes

A number of analysts have recently commented on AXP shares. TD Cowen restated a “hold” rating on shares of American Express in a report on Thursday, January 8th. Truist Financial reduced their price target on American Express from $420.00 to $400.00 and set a “buy” rating for the company in a research report on Monday, February 2nd. Wells Fargo & Company lifted their price objective on shares of American Express from $400.00 to $425.00 and gave the company an “overweight” rating in a report on Wednesday, December 17th. Morgan Stanley set a $395.00 target price on shares of American Express in a report on Tuesday, January 20th. Finally, Barclays lifted their price target on shares of American Express from $355.00 to $367.00 and gave the company an “equal weight” rating in a research note on Tuesday, January 6th. Nine equities research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, American Express currently has a consensus rating of “Hold” and a consensus target price of $352.73.

American Express Company 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.