Matthew Goff Investment Advisor LLC Cuts Stock Holdings in American Express Company $AXP

Matthew Goff Investment Advisor LLC lessened its position in American Express Company (NYSE:AXP) by 3.5% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 51,925 shares of the payment services company’s stock after selling 1,878 shares during the period. American Express makes up about 3.2% of Matthew Goff Investment Advisor LLC’s holdings, making the stock its 8th largest position. Matthew Goff Investment Advisor LLC’s holdings in American Express were worth $19,209,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Valley Wealth Managers Inc. increased its stake 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 valued at $25,000 after purchasing an additional 46 shares in the last quarter. Manning & Napier Advisors LLC acquired a new position in American Express during the third quarter worth $27,000. Guerra Advisors Inc bought a new position in shares of American Express in the third quarter valued at $28,000. Measured Wealth Private Client Group LLC bought a new position in shares of American Express in the third quarter valued at $28,000. Finally, Halbert Hargrove Global Advisors LLC grew its holdings 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 buying an additional 59 shares during the last quarter. 84.33% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

AXP has been the subject of several recent research reports. Weiss Ratings reissued a “buy (b-)” rating on shares of American Express in a research report on Friday. Evercore set a $393.00 price target on American Express in a research note on Tuesday, February 10th. Wolfe Research initiated coverage on American Express in a report on Monday, December 8th. They set a “peer perform” rating for the company. UBS Group reissued a “neutral” rating and issued a $395.00 price objective on shares of American Express in a research note on Wednesday, February 4th. Finally, Truist Financial dropped their target price on American Express from $400.00 to $360.00 and set a “buy” rating on the stock in a report on Monday, March 23rd. Nine research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, American Express currently has an average rating of “Hold” and an average price target of $352.95.

American Express News Summary

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?

American Express Stock Performance

Shares of AXP stock opened at $292.40 on Monday. The company has a debt-to-equity ratio of 1.68, a current ratio of 1.59 and a quick ratio of 1.58. The firm has a 50-day moving average of $329.61 and a 200-day moving average of $347.03. American Express Company has a one year low of $220.43 and a one year high of $387.49. The company has a market cap of $200.52 billion, a P/E ratio of 19.00, a P/E/G ratio of 1.24 and a beta of 1.14.

American Express (NYSE:AXP) last released its quarterly earnings results 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 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% compared to the same quarter last year. During the same quarter last year, the firm posted $3.04 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Equities research analysts forecast that American Express Company will post 15.33 EPS for the current fiscal year.

American Express Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 8th. Stockholders of record on Friday, April 3rd will be paid a $0.95 dividend. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date is Thursday, April 2nd. This is a boost from American Express’s previous quarterly dividend of $0.82. American Express’s dividend payout ratio (DPR) is presently 24.69%.

Insiders Place Their Bets

In other American Express news, insider Ravikumar Radhakrishnan sold 15,000 shares of the business’s stock in a transaction 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 transaction, the insider owned 8,945 shares of the company’s stock, valued at approximately $3,189,608.10. The trade was a 62.64% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Denise Pickett sold 23,385 shares of the company’s stock in a transaction on Thursday, February 5th. The shares were sold at an average price of $356.91, for a total value of $8,346,340.35. Following the completion of the transaction, the insider owned 7,754 shares of the company’s stock, valued at $2,767,480.14. This trade represents a 75.10% decrease in their position. 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. Insiders own 0.20% of the company’s stock.

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.