Xponance Inc. Decreases Position in American Express Company $AXP

Xponance Inc. cut its holdings in American Express Company (NYSE:AXP) by 2.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 98,633 shares of the payment services company’s stock after selling 2,982 shares during the quarter. Xponance Inc.’s holdings in American Express were worth $32,762,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of AXP. Vanguard Group Inc. raised its position in American Express by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 46,425,262 shares of the payment services company’s stock worth $14,808,730,000 after buying an additional 581,369 shares during the last quarter. Geode Capital Management LLC grew its stake in shares of American Express by 11.1% in the second quarter. Geode Capital Management LLC now owns 13,487,316 shares of the payment services company’s stock worth $4,282,984,000 after acquiring an additional 1,349,746 shares during the period. Norges Bank purchased a new position in shares of American Express during the second quarter valued at approximately $1,897,335,000. Artisan Partners Limited Partnership lifted its position in American Express by 3.0% during the second quarter. Artisan Partners Limited Partnership now owns 4,620,873 shares of the payment services company’s stock valued at $1,473,966,000 after purchasing an additional 133,439 shares during the period. Finally, DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main boosted its holdings in American Express by 13.9% in the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 4,342,556 shares of the payment services company’s stock worth $1,385,188,000 after purchasing an additional 530,967 shares during the last quarter. Hedge funds and other institutional investors own 84.33% of the company’s stock.

Key American Express News

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

• Positive Sentiment: American Express announced it will build a new, state‑of‑the‑art global headquarters as the sole owner/occupant at 2 World Trade Center — a visible long‑term commitment to NYC that investors read as a vote of confidence in the company’s future and brand. Article Title
• Positive Sentiment: Broader afternoon strength helped AXP after Nvidia’s CEO downplayed AI cannibalization risks, which eased sector worries and boosted risk appetite — AmEx was among beneficiaries of the sentiment lift. Article Title
• Neutral Sentiment: Coverage noting that AXP outperformed while the broader market dipped highlights relative strength but ties the move to market dynamics rather than new fundamentals. Article Title
• Neutral Sentiment: Several analyst pieces frame AXP’s roughly double‑digit YTD decline as a potential buying opportunity given record 2025 results and management’s 2026 guidance (high single‑digit revenue growth; mid‑teens EPS growth), keeping the valuation/growth debate front and center for investors. Article Title
• Neutral Sentiment: Note that the new HQ is a multi‑year project (construction starting soon but completion targeted around 2031), meaning benefits are strategic/long‑term while near‑term capex and execution risk remain. Article Title
• Negative Sentiment: Short interest increased about 20% in February to ~8.6M shares (roughly 1.3% of shares), which could add downside pressure or volatility if bearish positioning grows.

Insiders Place Their Bets

In related news, 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 transaction of $8,346,340.35. Following the completion of the transaction, the insider owned 7,754 shares in the company, valued at approximately $2,767,480.14. This represents a 75.10% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, 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 transaction, the insider directly owned 8,945 shares of the company’s stock, valued at $3,189,608.10. This trade represents a 62.64% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders 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 currently owned by company insiders.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on AXP shares. Truist Financial lowered their price target on American Express from $420.00 to $400.00 and set a “buy” rating on the stock in a report on Monday, February 2nd. Credit Suisse Group set a $328.00 target price on American Express in a research report on Monday, January 12th. Barclays boosted their price target on American Express from $355.00 to $367.00 and gave the company an “equal weight” rating in a research note on Tuesday, January 6th. Weiss Ratings raised shares of American Express from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, December 29th. Finally, Wells Fargo & Company upped their target price on shares of American Express from $400.00 to $425.00 and gave the company an “overweight” rating in a report on Wednesday, December 17th. Nine 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 MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $352.73.

American Express Price Performance

Shares of NYSE:AXP opened at $335.37 on Friday. The company has a market capitalization of $230.27 billion, a P/E ratio of 21.79, a P/E/G ratio of 1.38 and a beta of 1.14. American Express Company has a 1-year low of $220.43 and a 1-year high of $387.49. The firm’s 50 day simple moving average is $359.78 and its two-hundred day simple moving average is $348.92. The company has a debt-to-equity ratio of 1.68, a current ratio of 1.59 and a quick ratio of 1.58.

American Express (NYSE:AXP) last announced 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 firm’s revenue for the quarter was up 10.5% on a year-over-year basis. During the same quarter in the previous year, the business earned $3.04 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Research analysts expect that American Express Company will post 15.33 EPS for the current fiscal year.

American Express Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, February 10th. Investors of record on Friday, January 2nd were paid a dividend of $0.82 per share. This represents a $3.28 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend was Friday, January 2nd. American Express’s dividend payout ratio (DPR) is 21.31%.

American Express 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.