Hudson Bay Capital Management LP Buys 19,429 Shares of American Express Company $AXP

Hudson Bay Capital Management LP raised its stake in American Express Company (NYSE:AXP) by 159.5% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 31,611 shares of the payment services company’s stock after buying an additional 19,429 shares during the period. Hudson Bay Capital Management LP’s holdings in American Express were worth $10,500,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the stock. Valley Wealth Managers Inc. boosted its holdings in shares of American Express by 153.3% during the 3rd quarter. Valley Wealth Managers Inc. now owns 76 shares of the payment services company’s stock valued at $25,000 after acquiring an additional 46 shares in the last quarter. Manning & Napier Advisors LLC acquired a new position in American Express in the 3rd quarter worth about $27,000. Measured Wealth Private Client Group LLC acquired a new position in American Express in the 3rd quarter worth about $28,000. Guerra Advisors Inc bought a new position in American Express in the third quarter valued at about $28,000. Finally, Halbert Hargrove Global Advisors LLC boosted its stake 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 valued at $29,000 after purchasing an additional 59 shares in the last quarter. 84.33% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at American Express

In other American Express news, insider Ravikumar Radhakrishnan sold 15,000 shares of the firm’s stock in a transaction that occurred on Monday, February 9th. The stock was 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 owned 8,945 shares of the company’s stock, valued at approximately $3,189,608.10. This trade represents a 62.64% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider Howard Grosfield sold 8,134 shares of the business’s stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $346.73, for a total value of $2,820,301.82. Following the sale, the insider owned 9,433 shares of the company’s stock, valued at approximately $3,270,704.09. This represents a 46.30% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 73,944 shares of company stock worth $26,114,366 in the last three months. Insiders own 0.20% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on AXP. BTIG Research reduced their price target on American Express from $328.00 to $285.00 and set a “sell” rating on the stock in a report on Monday. Barclays raised their price objective on shares of American Express from $355.00 to $367.00 and gave the company an “equal weight” rating in a report on Tuesday, January 6th. JPMorgan Chase & Co. reduced their target price on shares of American Express from $385.00 to $375.00 and set a “neutral” rating on the stock in a report on Monday, February 2nd. Truist Financial decreased their price target on shares of American Express from $420.00 to $400.00 and set a “buy” rating for the company in a research report on Monday, February 2nd. Finally, Evercore set a $393.00 price target on shares of American Express in a research note on Tuesday, February 10th. Nine analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $354.86.

More American Express News

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

• Positive Sentiment: Amex raised its dividend and is pushing digital initiatives (higher fees, richer perks, virtual-card integrations) that management says support stronger 2026 momentum and capital returns. How Amex’s Dividend Hike And Digital Push At American Express (AXP) Has Changed Its Investment Story
• Positive Sentiment: Amex and SAP Concur expanded their partnership to add virtual-card features for corporate clients, strengthening enterprise spend management and recurring revenue potential. Amex soups up cards for Concur
• Positive Sentiment: Several investor pieces argue the sell-off creates a buying opportunity for long-term holders, citing Amex’s resilient margins and Bermuda-like competitive advantages. This narrative likely supports buyer interest on dips. Visa, Mastercard and American Express Have Gotten Roughed Up. The Case for Buying the Dip.
• Neutral Sentiment: Broader fintech ecosystem moves (open-source standards, FINOS membership news) are supportive for industry infrastructure but have no direct, immediate revenue impact on Amex. BrightQuery Becomes Gold Member of FINOS, the Fintech Open Source Foundation, and Joins Governing Board
• Neutral Sentiment: Analyst notes and comparisons with Visa highlight structural advantages for Visa’s network model and cross-border growth; these comparisons frame competition but don’t change Amex’s core premium card thesis overnight. Visa vs. American Express: Which Stock Has the Better Charge?
• Negative Sentiment: Unusual trading activity: elevated purchases of AXP put options signal some investors are positioning for further downside, which can increase near-term volatility. Stock Traders Purchase High Volume of American Express Put Options (NYSE:AXP)
• Negative Sentiment: BTIG published a pessimistic forecast for AXP, adding analyst pressure that may weigh on sentiment until company fundamentals reassure investors. BTIG Research Issues Pessimistic Forecast for American Express (NYSE:AXP) Stock Price
• Negative Sentiment: Recent headlines note AXP has fallen more than the broader market in recent sessions and is down materially year-to-date, which fuels short-term concern despite buy-the-dip narratives. Here’s Why American Express (AXP) Fell More Than Broader Market

American Express Trading Up 0.3%

NYSE:AXP opened at $295.34 on Friday. American Express Company has a 12 month low of $220.43 and a 12 month high of $387.49. 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 stock has a market capitalization of $202.78 billion, a price-to-earnings ratio of 19.19, a PEG ratio of 1.25 and a beta of 1.14. The firm has a fifty day simple moving average of $337.26 and a two-hundred day simple moving average of $347.94.

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

American Express Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Friday, April 3rd will be issued a $0.95 dividend. The ex-dividend date is Thursday, April 2nd. This is an increase 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 dividend payout ratio is currently 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.