American Express Company $AXP Position Reduced by WINTON GROUP Ltd

WINTON GROUP Ltd reduced its position in American Express Company (NYSE:AXP) by 79.9% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 5,270 shares of the payment services company’s stock after selling 21,006 shares during the quarter. WINTON GROUP Ltd’s holdings in American Express were worth $1,750,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in AXP. Valley Wealth Managers Inc. grew its position in American Express by 153.3% during the 3rd quarter. Valley Wealth Managers Inc. now owns 76 shares of the payment services company’s stock worth $25,000 after purchasing an additional 46 shares in the last quarter. Manning & Napier Advisors LLC purchased a new stake in shares of American Express in the third quarter valued at $27,000. Guerra Advisors Inc purchased a new stake in shares of American Express in the third quarter valued at $28,000. Halbert Hargrove Global Advisors LLC boosted its position in shares of American Express by 210.7% in 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 during the period. Finally, Grey Fox Wealth Advisors LLC purchased a new position in shares of American Express during the third quarter valued at $34,000. Institutional investors and hedge funds own 84.33% of the company’s stock.

Insider Buying and Selling at American Express

In other American Express news, 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 value of $5,348,700.00. Following the completion of the sale, the insider directly owned 8,945 shares in the company, valued at $3,189,608.10. The trade was a 62.64% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, 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 transaction of $9,599,024.25. Following the transaction, the insider owned 20,394 shares in the company, valued at approximately $7,138,103.94. This trade represents a 57.35% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 73,944 shares of company stock valued at $26,114,366 over the last three months. 0.20% of the stock is owned by insiders.

Key Headlines Impacting American Express

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

• Positive Sentiment: Announced a 16% dividend increase, reinforcing shareholder returns and supporting income-focused demand for the shares. American Express Is Raising Its Payout by 16%
• Positive Sentiment: Won placements in U.S. News & World Report’s 2026 credit card awards—positive for new account growth and product credibility. U.S. News & World Report Debuts 2026 Credit Card Awards
• Positive Sentiment: Company growth initiatives tied to live sports experiences and a refreshed New World Trade Center HQ are being highlighted as branding and card-member engagement drivers. American Express Growth Story Links Sports Experiences And New World Trade Center HQ
• Neutral Sentiment: Analysis pieces debate whether AXP is still attractively priced after a multi‑year run — useful for gauging valuation risk but no new company-specific data. Is American Express (AXP) Still Attractively Priced After Its Strong Multi Year Share Price Run
• Neutral Sentiment: Peer context: a recent piece on Mastercard’s P/E provides comparative valuation perspective for payments stocks; helps investors decide buy/hold timing for AXP vs peers. Mastercard at 25.9X P/E: Pricey, But Not Overpriced – Buy or Wait?
• Neutral Sentiment: Long-term performance retrospectives (e.g., comparisons to Visa and Buffett-era holdings) underline AXP’s durable returns but don’t change near-term fundamentals. Investing $1K in Warren Buffett’s Favorite Bank Stocks 10 Years Ago Would Have Netted This Much
• Negative Sentiment: Bank of America lowered its AXP price target to $382 from $420 (while keeping a Buy rating) as part of a consumer-finance review — this analyst haircut can pressure the stock even if the underlying view remains constructive. BofA Reduces American Express (AXP) Price Target During Consumer Finance Review
• Negative Sentiment: Short interest rose ~14.3% through late February to ~9.85M shares (about 1.4% of float), increasing potential downside pressure and volatility if bearish sentiment accelerates; days-to-cover ~2.1.

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on AXP shares. TD Cowen reissued a “hold” rating on shares of American Express in a research report on Thursday, January 8th. JPMorgan Chase & Co. decreased their price objective on American Express from $385.00 to $375.00 and set a “neutral” rating for the company in a research report on Monday, February 2nd. Barclays lifted their target price on American Express from $355.00 to $367.00 and gave the company an “equal weight” rating in a research note on Tuesday, January 6th. Evercore set a $393.00 price target on shares of American Express in a research report on Tuesday, February 10th. Finally, Credit Suisse Group set a $328.00 price target on shares of American Express in a report on Monday, January 12th. Nine equities research analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $352.73.

American Express Stock Performance

Shares of NYSE AXP opened at $303.13 on Wednesday. The company has a debt-to-equity ratio of 1.68, a current ratio of 1.59 and a quick ratio of 1.58. American Express Company has a one year low of $220.43 and a one year high of $387.49. The business’s 50-day moving average price is $348.10 and its two-hundred day moving average price is $349.48. The company has a market capitalization of $208.13 billion, a P/E ratio of 19.70, a price-to-earnings-growth ratio of 1.29 and a beta of 1.14.

American Express (NYSE:AXP) last posted 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 firm had revenue of ($17,139.00) million for the quarter, compared to analysts’ expectations of $18.91 billion. American Express had a return on equity of 33.49% and a net margin of 15.00%.The firm’s revenue for the quarter was up 10.5% on a year-over-year basis. During the same period last year, the business earned $3.04 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Analysts anticipate 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. Investors of record on Friday, April 3rd will be given a dividend of $0.95 per share. The ex-dividend date of this dividend is Thursday, April 2nd. This is a boost from American Express’s previous quarterly dividend of $0.82. This represents a $3.80 annualized dividend and a yield of 1.3%. American Express’s payout ratio is 21.31%.

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.