Dimensional Fund Advisors LP Sells 292,251 Shares of American Express Company $AXP

Dimensional Fund Advisors LP lowered its holdings in shares of American Express Company (NYSE:AXP) by 9.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,736,514 shares of the payment services company’s stock after selling 292,251 shares during the period. Dimensional Fund Advisors LP owned approximately 0.40% of American Express worth $909,170,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Valley Wealth Managers Inc. raised its stake in American Express by 153.3% during the third quarter. Valley Wealth Managers Inc. now owns 76 shares of the payment services company’s stock valued at $25,000 after buying an additional 46 shares during the last quarter. Manning & Napier Advisors LLC purchased a new stake in shares of American Express in the third quarter worth $27,000. Access Investment Management LLC bought a new position in shares of American Express during the second quarter valued at $26,000. Guerra Advisors Inc purchased a new position in shares of American Express in the 3rd quarter worth about $28,000. Finally, Halbert Hargrove Global Advisors LLC boosted its stake in American Express by 210.7% in the 3rd quarter. Halbert Hargrove Global Advisors LLC now owns 87 shares of the payment services company’s stock worth $29,000 after purchasing an additional 59 shares in the last quarter. Hedge funds and other institutional investors own 84.33% of the company’s stock.

Trending Headlines about American Express

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

• Positive Sentiment: Board raises dividend 16% to $0.95 quarterly, signaling confidence in cash flow and earnings; management also reiterated double‑digit EPS growth guidance, which supports total‑return appeal for income investors. American Express Board Authorizes 16 Percent Increase in Common Shares Dividend
• Positive Sentiment: AmEx is highlighted as a winner in coverage of high‑yield savings and cash products — a reminder that its deposit and consumer‑cash products can attract low‑cost funding and support NII (net interest income). Product placement in consumer finance roundups can help deposit flows and margins. 3 Clear Winners When Exploring High-Yield Savings Accounts
• Positive Sentiment: Marketing/brand activation: American Express will sponsor the Amex x CARBONE BEACH pop‑up during Miami Grand Prix weekend — a high‑visibility hospitality tie‑in that supports premium cardmember engagement and incremental spend from affluent customers. Major Food Group and American Express to host CARBONE BEACH during FORMULA 1 CRYPTO.COM MIAMI GRAND PRIX Weekend
• Neutral Sentiment: AmEx plans a new global headquarters at 2 World Trade Center — a long‑term bet on talent, brand and scale in NYC. Investors will weigh the strategic benefits against near‑term capital/lease costs; impact on margins is uncertain but it signals long‑term commitment to growth. American Express Plans New World Trade Center HQ To Support Growth Narrative
• Neutral Sentiment: Options‑market activity has picked up interest in AXP, which can presage higher short‑term volatility or reflect directional bets by traders; this is a market‑signal to monitor but not a fundamental change. Do Options Traders Know Something About AXP Stock We Don’t?
• Neutral Sentiment: Broader context piece referencing Berkshire/HNW moves included AXP in a round‑up; Buffett‑related coverage is background market color rather than company‑specific news for AmEx investors. How Berkshire Hathaway Performed During Buffett’s Final Quarter (AXP)

Insider Activity

In other American Express news, insider Howard Grosfield sold 8,134 shares of American Express stock in a transaction that occurred on Thursday, February 12th. The shares were 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 of the company’s stock, valued at $3,270,704.09. The trade was a 46.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Anna Marrs sold 27,425 shares of the stock in a transaction 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 completion of the sale, the insider directly owned 20,394 shares of the company’s stock, valued at approximately $7,138,103.94. This trade represents a 57.35% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 73,944 shares of company stock worth $26,114,366 in the last quarter. 0.20% of the stock is currently owned by insiders.

American Express Trading Up 0.1%

NYSE:AXP opened at $307.86 on Wednesday. American Express Company has a one year low of $220.43 and a one year high of $387.49. The business has a fifty day moving average price of $355.45 and a 200-day moving average price of $349.63. The firm has a market capitalization of $211.38 billion, a price-to-earnings ratio of 20.00, a price-to-earnings-growth ratio of 1.30 and a beta of 1.14. 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 released its 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 company had revenue of ($17,139.00) million for the quarter, compared to analysts’ expectations of $18.91 billion. American Express had a net margin of 15.00% and a return on equity of 33.49%. American Express’s revenue for the quarter was up 10.5% on a year-over-year basis. 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. Sell-side analysts forecast that American Express Company will post 15.33 EPS for the current year.

American Express Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, February 10th. Investors of record on Friday, January 2nd were issued a $0.82 dividend. This represents a $3.28 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend was Friday, January 2nd. American Express’s dividend payout ratio is currently 21.31%.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on the stock. The Goldman Sachs Group restated a “buy” rating and set a $420.00 price objective on shares of American Express in a research note on Tuesday, January 6th. JPMorgan Chase & Co. cut their price target on shares of American Express from $385.00 to $375.00 and set a “neutral” rating on the stock in a report on Monday, February 2nd. Wolfe Research began coverage on American Express in a research report on Monday, December 8th. They issued a “peer perform” rating on the stock. UBS Group reiterated a “neutral” rating and set a $395.00 target price on shares of American Express in a research note on Wednesday, February 4th. Finally, Wells Fargo & Company boosted their price target on American Express from $400.00 to $425.00 and gave the stock an “overweight” rating in a research note on Wednesday, December 17th. Nine equities research analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $352.73.

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.