Neo Ivy Capital Management Acquires Shares of 5,640 American Express Company $AXP

Neo Ivy Capital Management bought a new stake in American Express Company (NYSE:AXP) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 5,640 shares of the payment services company’s stock, valued at approximately $1,873,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Norges Bank bought a new position in American Express in the second quarter valued at about $1,897,335,000. Laurel Wealth Advisors LLC raised its holdings in American Express by 31,595.9% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 1,742,009 shares of the payment services company’s stock worth $555,666,000 after purchasing an additional 1,736,513 shares during the last quarter. Geode Capital Management LLC lifted its position in American Express by 11.1% during the 2nd quarter. Geode Capital Management LLC now owns 13,487,316 shares of the payment services company’s stock valued at $4,282,984,000 after purchasing an additional 1,349,746 shares during the period. Ameriprise Financial Inc. lifted its position in American Express by 26.1% during the 2nd quarter. Ameriprise Financial Inc. now owns 3,125,133 shares of the payment services company’s stock valued at $988,676,000 after purchasing an additional 646,039 shares during the period. Finally, Vanguard Group Inc. boosted its stake in shares of American Express by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 46,425,262 shares of the payment services company’s stock valued at $14,808,730,000 after purchasing an additional 581,369 shares during the last quarter. Institutional investors own 84.33% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on the stock. UBS Group reiterated a “neutral” rating and set a $395.00 price target on shares of American Express in a research report on Wednesday, February 4th. Credit Suisse Group set a $328.00 price objective on shares of American Express in a report on Monday, January 12th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $425.00 price objective on shares of American Express in a research note on Monday, January 12th. Weiss Ratings raised shares of American Express from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, December 29th. Finally, BTIG Research reiterated a “sell” rating and set a $328.00 target price on shares of American Express in a research report on Monday, February 2nd. Nine research analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, American Express currently has a consensus rating of “Hold” and an average target price of $352.73.

Insiders Place Their Bets

In other American Express news, insider Anna Marrs sold 27,425 shares of the stock in a transaction dated 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 completion of the sale, the insider directly owned 20,394 shares in the company, valued at $7,138,103.94. This represents a 57.35% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Denise Pickett sold 23,385 shares of the firm’s stock in a transaction dated 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 in the company, valued at approximately $2,767,480.14. This represents a 75.10% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 73,944 shares of company stock valued at $26,114,366 in the last three months. Insiders own 0.20% of the company’s stock.

American Express Trading Down 2.1%

AXP opened at $300.83 on Friday. The firm’s fifty day moving average is $350.90 and its two-hundred day moving average is $349.03. The firm has a market cap of $206.55 billion, a PE ratio of 19.55, a price-to-earnings-growth ratio of 1.30 and a beta of 1.14. American Express Company has a twelve month low of $220.43 and a twelve month high of $387.49. 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 (NYSE:AXP) last announced its quarterly earnings results 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 net margin of 15.00% and a return on equity of 33.49%. The firm had revenue of ($17,139.00) million during the quarter, compared to analyst estimates of $18.91 billion. During the same period last year, the firm earned $3.04 EPS. American Express’s quarterly 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. Equities research analysts anticipate that American Express Company will post 15.33 EPS for the current year.

American Express Increases Dividend

The firm also recently announced 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. The ex-dividend date of this dividend is Thursday, April 2nd. This is a positive change from American Express’s previous quarterly dividend of $0.82. This represents a $3.80 dividend on an annualized basis and a yield of 1.3%. American Express’s payout ratio is presently 21.31%.

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 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.