Kidder Stephen W Buys 3,541 Shares of American Express Company $AXP

Kidder Stephen W raised its stake in American Express Company (NYSE:AXP) by 115.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 6,616 shares of the payment services company’s stock after buying an additional 3,541 shares during the period. Kidder Stephen W’s holdings in American Express were worth $2,198,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in AXP. Gratus Wealth Advisors LLC increased its stake in American Express by 0.8% in the third quarter. Gratus Wealth Advisors LLC now owns 3,712 shares of the payment services company’s stock valued at $1,233,000 after acquiring an additional 28 shares during the last quarter. Murphy & Mullick Capital Management Corp boosted its holdings in shares of American Express by 10.0% in the 3rd quarter. Murphy & Mullick Capital Management Corp now owns 308 shares of the payment services company’s stock worth $105,000 after purchasing an additional 28 shares in the last quarter. McGlone Suttner Wealth Management Inc. increased its position in shares of American Express by 1.0% during the 3rd quarter. McGlone Suttner Wealth Management Inc. now owns 2,910 shares of the payment services company’s stock valued at $967,000 after purchasing an additional 29 shares during the last quarter. Walkner Condon Financial Advisors LLC increased its position in shares of American Express by 2.1% during the 3rd quarter. Walkner Condon Financial Advisors LLC now owns 1,378 shares of the payment services company’s stock valued at $458,000 after purchasing an additional 29 shares during the last quarter. Finally, Sandy Cove Advisors LLC raised its holdings in shares of American Express by 2.1% during the 3rd quarter. Sandy Cove Advisors LLC now owns 1,462 shares of the payment services company’s stock valued at $485,000 after buying an additional 30 shares in the last quarter. 84.33% of the stock is owned by institutional investors.

American Express Trading Up 1.0%

Shares of AXP opened at $345.99 on Friday. The stock has a market capitalization of $237.56 billion, a P/E ratio of 22.48, a PEG ratio of 1.45 and a beta of 1.14. American Express Company has a twelve month low of $220.43 and a twelve month high of $387.49. The company has a quick ratio of 1.58, a current ratio of 1.59 and a debt-to-equity ratio of 1.68. The firm has a fifty day simple moving average of $364.00 and a two-hundred day simple moving average of $348.09.

American Express (NYSE:AXP) last issued its quarterly earnings data on Friday, January 30th. The payment services company reported $3.53 EPS 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 the consensus estimate of $18.91 billion. American Express had a net margin of 15.00% and a return on equity of 33.49%. The business’s revenue was up 10.5% on a year-over-year basis. During the same period last year, the company posted $3.04 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. On average, research analysts anticipate that American Express Company will post 15.33 EPS for the current year.

American Express Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, February 10th. Shareholders of record on Friday, January 2nd were issued a $0.82 dividend. The ex-dividend date was Friday, January 2nd. This represents a $3.28 annualized dividend and a yield of 0.9%. American Express’s dividend payout ratio (DPR) is 21.31%.

Insiders Place Their Bets

In other news, insider Anna Marrs sold 27,425 shares of the business’s stock in a transaction that occurred 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 directly owned 20,394 shares of the company’s stock, valued at approximately $7,138,103.94. The trade was a 57.35% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Howard Grosfield sold 8,134 shares of the firm’s stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $346.73, for a total value of $2,820,301.82. Following the completion of the sale, the insider directly owned 9,433 shares of the company’s stock, valued at $3,270,704.09. The trade was a 46.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 73,944 shares of company stock valued at $26,114,366 in the last 90 days. 0.20% of the stock is owned by corporate insiders.

American Express News Summary

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

• Positive Sentiment: Wells Fargo upgraded AXP to a Buy, providing fresh broker support that likely boosted investor confidence and buying interest. American Express (AXP) Receives a Buy from Wells Fargo
• Positive Sentiment: Analyses highlighting healthier January credit metrics and a valuation check have reduced near-term credit risk concerns and supported the stock’s earnings outlook. American Express (AXP) Valuation Check After Healthier January Credit Metrics
• Positive Sentiment: Commentary from independent outlets (Seeking Alpha, The Motley Fool) continues to frame AXP as a durable, long-term growth and dividend name, reinforcing bullish investor sentiment. American Express Outlook Remains Positive Despite Recent Volatility
• Neutral Sentiment: Broader analyst insight pieces discuss the financial sector generally and include AXP in comparative coverage—useful context but not an immediate catalyst by itself. Analysts Offer Insights on Financial Companies
• Neutral Sentiment: Macro market coverage (Dow weakness amid geopolitical tensions) is weighing on risk appetite broadly; this could limit upside for payment stocks even as company-specific news is positive. Stock Market Today: Dow Drops Amid U.S.-Iran Tensions; Warren Buffett Berkshire Holding Soars (Live Coverage)
• Negative Sentiment: Reports that American Express dropped specific board diversity criteria alongside other large firms have attracted negative ESG and reputational attention; this could draw activist scrutiny and pressure some institutional investors. American Express, Deere Drop Board Diversity Criteria as 78% Disclosure Rate Falls

Wall Street Analyst Weigh In

AXP has been the subject of several research reports. Morgan Stanley set a $395.00 target price on American Express in a research note on Tuesday, January 20th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $425.00 price objective on shares of American Express in a research note on Monday, January 12th. Evercore set a $393.00 target price on shares of American Express in a report on Tuesday, February 10th. Wolfe Research assumed coverage on shares of American Express in a research note on Monday, December 8th. They issued a “peer perform” rating for the company. Finally, Wall Street Zen lowered shares of American Express from a “buy” rating to a “hold” rating in a research report on Sunday, November 9th. Nine research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, American Express currently has a consensus rating of “Hold” and an average price target of $352.73.

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.