American Express Company $AXP Shares Purchased by Generali Asset Management SPA SGR

Generali Asset Management SPA SGR increased its stake in shares of American Express Company (NYSE:AXP) by 10.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 63,184 shares of the payment services company’s stock after acquiring an additional 5,869 shares during the quarter. Generali Asset Management SPA SGR’s holdings in American Express were worth $23,375,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Redwood Wealth Management Group LLC acquired a new stake in American Express during the 4th quarter worth $1,869,000. MGO One Seven LLC raised its stake in American Express by 4.4% during the 4th quarter. MGO One Seven LLC now owns 33,439 shares of the payment services company’s stock worth $12,371,000 after acquiring an additional 1,406 shares in the last quarter. Cassaday & Co Wealth Management LLC raised its stake in American Express by 3.3% during the 4th quarter. Cassaday & Co Wealth Management LLC now owns 1,930 shares of the payment services company’s stock worth $714,000 after acquiring an additional 61 shares in the last quarter. Crestwood Advisors Group LLC increased its stake in American Express by 78.0% in the fourth quarter. Crestwood Advisors Group LLC now owns 14,267 shares of the payment services company’s stock valued at $5,278,000 after purchasing an additional 6,250 shares during the period. Finally, Bluebird Wealth Management LLC acquired a new position in American Express in the fourth quarter valued at $2,531,000. 84.33% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of research firms have commented on AXP. TD Cowen restated a “hold” rating on shares of American Express in a research note on Thursday, January 8th. Royal Bank Of Canada set a $415.00 price objective on shares of American Express in a research note on Friday, April 10th. Bank of America lifted their price objective on shares of American Express from $381.00 to $387.00 and gave the company a “buy” rating in a research note on Friday, April 24th. Credit Suisse Group set a $328.00 price objective on shares of American Express in a research note on Monday, January 12th. Finally, BTIG Research restated a “sell” rating and issued a $285.00 price objective on shares of American Express in a research note on Friday, April 24th. Eight investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $357.47.

Insider Transactions at American Express

In other news, insider Ravikumar Radhakrishnan sold 15,000 shares of the business’s 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 transaction, 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 sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Howard Grosfield sold 8,134 shares of the business’s stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $346.73, for a total transaction of $2,820,301.82. Following the transaction, the insider owned 9,433 shares in the company, valued at approximately $3,270,704.09. This trade represents a 46.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.14% of the company’s stock.

American Express News Summary

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

• Positive Sentiment: Launched global AI upskilling and scholarship programs aimed at small businesses — aims to deepen SME relationships, increase Amex-branded product usefulness, and boost card usage/retention among small-business customers. American Express Uses AI Upskilling To Deepen Small Business Relationships
• Positive Sentiment: Official press release and program rollout detail: AI Upskilling for Small Business and scholarship initiative (courses in English/Spanish) broaden Amex’s SME product ecosystem and provide a tangible customer-acquisition/retention tool. American Express Launches New AI Training and Scholarship Programs for Small Businesses
• Positive Sentiment: Exit from Global Business Travel (GBT) to redeploy capital toward core card and payments capabilities — a strategic refocus that could improve return on capital and simplify operations. American Express Exit From GBT Refocuses Capital On Core Card Engine
• Neutral Sentiment: Analyst comparison piece weighing Inter & Co. (INTR) vs. AXP from a value-investing lens — useful for relative-valuation context but not a company-specific catalyst. INTR vs. AXP: Which Stock Should Value Investors Buy Now?
• Negative Sentiment: Visa reported a strong quarter and triggered estimate upgrades, which can tighten competitive dynamics and investor appetite for payments names viewed as richly valued — a near-term headwind for AXP multiple expansion. Visa’s Q2 Beat Sparks Estimate Upgrades: Should Investors Jump In Now?
• Negative Sentiment: Sector credit-risk debate (Capital One coverage) and broader fintech/credit worries could spill over to card issuers’ sentiment, pressuring multiples despite company-specific positives. Capital One’s Big Bet Faces Rising Credit Risk (AXP)

American Express Trading Down 1.0%

Shares of American Express stock opened at $318.67 on Friday. American Express Company has a 52-week low of $278.73 and a 52-week high of $387.49. The company has a quick ratio of 1.56, a current ratio of 1.57 and a debt-to-equity ratio of 1.73. The company’s 50-day simple moving average is $311.10 and its 200-day simple moving average is $344.05. The firm has a market cap of $217.44 billion, a price-to-earnings ratio of 19.88, a price-to-earnings-growth ratio of 1.31 and a beta of 1.08.

American Express (NYSE:AXP) last issued its quarterly earnings results on Thursday, April 23rd. The payment services company reported $4.28 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.01 by $0.27. American Express had a net margin of 15.13% and a return on equity of 33.95%. The business had revenue of $14.22 billion for the quarter, compared to analyst estimates of $18.60 billion. During the same period in the previous year, the business posted $3.64 earnings per share. The business’s revenue was up 11.4% compared to the same quarter last year. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, equities research analysts anticipate that American Express Company will post 17.59 earnings per share for the current year.

American Express Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, May 8th. Stockholders 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 dividend yield of 1.2%. This is a positive change from American Express’s previous quarterly dividend of $0.82. The ex-dividend date is Thursday, April 2nd. American Express’s dividend payout ratio (DPR) is presently 23.71%.

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.