Spire Wealth Management Boosts Position in American Express Company $AXP

Spire Wealth Management lifted its position in American Express Company (NYSE:AXP) by 223.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 19,461 shares of the payment services company’s stock after purchasing an additional 13,445 shares during the quarter. Spire Wealth Management’s holdings in American Express were worth $7,199,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Ameriprise Financial Inc. boosted its holdings in American Express by 27.0% in the 3rd quarter. Ameriprise Financial Inc. now owns 3,970,416 shares of the payment services company’s stock valued at $1,310,515,000 after purchasing an additional 845,283 shares during the last quarter. 1832 Asset Management L.P. increased its holdings in shares of American Express by 46,746.2% during the 2nd quarter. 1832 Asset Management L.P. now owns 542,479 shares of the payment services company’s stock worth $173,040,000 after buying an additional 541,321 shares during the last quarter. Amundi raised its position in shares of American Express by 23.9% during the 3rd quarter. Amundi now owns 2,787,580 shares of the payment services company’s stock valued at $925,449,000 after buying an additional 537,205 shares during the period. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main raised its position in shares of American Express by 13.9% during the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 4,342,556 shares of the payment services company’s stock valued at $1,385,188,000 after buying an additional 530,967 shares during the period. Finally, Danske Bank A S acquired a new position in American Express in the third quarter valued at approximately $153,292,000. 84.33% of the stock is currently owned by institutional investors and hedge funds.

Key American Express News

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

• Positive Sentiment: AXP is pushing new product and technology initiatives — the company rolled out a 2% cash-back Graphite card and is expanding AI-driven tools aimed at deepening engagement with business customers, which could support spend and revenue growth over time. American Express Bets Big on AI, Cash Back in 2026 Push
• Positive Sentiment: Investor-focused coverage highlights sustained demand for premium cards and membership services, which supports higher-margin revenue streams and customer loyalty—one of the reasons long-term thesis holders remain constructive. 3 Things Every American Express Investor Needs to Know
• Neutral Sentiment: Analysis argues AXP is not materially threatened by rapid AI disintermediation of commerce today — management and analysts point to AmEx’s network, data, and premium customer base as defenses vs. “agentic AI” threats. This is more a reassurance than a near-term catalyst. Why American Express Doesn’t Fear an Agentic AI Shop-ocalypse
• Neutral Sentiment: Industry moves and competitor developments (Bread Financial, Clear Secure, travel rental players) are shaping the competitive and travel-spend backdrop; these stories can shift relative sentiment toward card issuers but are not direct AXP catalysts. BFH Stock Near 52-Week High: A Signal for Investors to Hold Tight? Hertz Stock and Other Shutdown Winners Slump as TSA Funding Truce Signals End to Travel Chaos
• Negative Sentiment: Market headlines note AXP declined more than the broader market today; short-term price pressure appears driven by recent share-price weakness and investor rotation away from higher-beta financials. Why American Express (AXP) Dipped More Than Broader Market Today
• Negative Sentiment: Investors remain sensitive to recent fundamental signals — AXP’s latest quarter showed only a very small EPS miss and management set FY‑2026 EPS guidance that the market will closely scrutinize; lingering valuation concerns and the stock’s YTD weakness keep downside risk elevated. Is It Time To Revisit American Express (AXP) After Recent Share Price Weakness?

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on AXP shares. The Goldman Sachs Group reissued a “buy” rating and set a $420.00 target price on shares of American Express in a research note on Tuesday, January 6th. UBS Group reiterated a “neutral” rating and set a $395.00 price target on shares of American Express in a report on Wednesday, February 4th. BTIG Research cut their price objective on American Express from $328.00 to $285.00 and set a “sell” rating for the company in a research report on Monday, March 16th. TD Cowen restated a “hold” rating on shares of American Express in a report on Thursday, January 8th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating on shares of American Express in a research report on Monday, March 16th. Nine analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $352.95.

American Express Stock Down 2.3%

NYSE:AXP opened at $292.40 on Friday. American Express Company has a 52 week low of $220.43 and a 52 week high of $387.49. The stock’s fifty day moving average is $329.61 and its two-hundred day moving average is $346.86. The stock has a market capitalization of $200.52 billion, a price-to-earnings ratio of 19.00, a price-to-earnings-growth ratio of 1.24 and a beta of 1.14. The company has a quick ratio of 1.58, a current ratio of 1.59 and a debt-to-equity ratio of 1.68.

American Express (NYSE:AXP) last posted its quarterly earnings data 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 analysts’ expectations of $18.91 billion. During the same quarter in the prior year, the firm posted $3.04 EPS. American Express’s quarterly revenue was up 10.5% compared to the same quarter last year. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Research analysts anticipate that American Express Company will post 15.33 EPS for the current year.

American Express Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Friday, April 3rd will be paid a dividend of $0.95 per share. This represents a $3.80 dividend on an annualized basis and a yield of 1.3%. This is a boost from American Express’s previous quarterly dividend of $0.82. The ex-dividend date is Thursday, April 2nd. American Express’s payout ratio is currently 21.31%.

Insider Buying and Selling at American Express

In other news, insider Ravikumar Radhakrishnan sold 15,000 shares of the stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $356.58, for a total transaction of $5,348,700.00. Following the sale, the insider owned 8,945 shares of the company’s stock, valued at approximately $3,189,608.10. This represents a 62.64% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Denise Pickett sold 23,385 shares of the firm’s stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $356.91, for a total transaction of $8,346,340.35. Following the completion of the transaction, the insider directly owned 7,754 shares of the company’s stock, valued at approximately $2,767,480.14. The trade was a 75.10% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 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 currently owned by company insiders.

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.