Gamco Investors INC. ET AL Trims Position in American Express Company $AXP

Gamco Investors INC. ET AL reduced its stake in shares of American Express Company (NYSE:AXP) by 5.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 447,299 shares of the payment services company’s stock after selling 23,416 shares during the period. American Express comprises approximately 1.4% of Gamco Investors INC. ET AL’s holdings, making the stock its 5th biggest position. Gamco Investors INC. ET AL owned 0.06% of American Express worth $148,575,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently modified their holdings of the company. Valley Wealth Managers Inc. lifted its position in shares of American Express by 153.3% during the third quarter. Valley Wealth Managers Inc. now owns 76 shares of the payment services company’s stock worth $25,000 after purchasing an additional 46 shares during the last quarter. Manning & Napier Advisors LLC bought a new stake in American Express in the third quarter valued at about $27,000. Guerra Advisors Inc acquired a new stake in American Express during the third quarter valued at approximately $28,000. Halbert Hargrove Global Advisors LLC raised its stake in 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 in the last quarter. Finally, Grey Fox Wealth Advisors LLC bought a new position in American Express during the 3rd quarter worth approximately $34,000. Institutional investors own 84.33% of the company’s stock.

More American Express News

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

• Positive Sentiment: Board approved a 16% quarterly dividend increase to $0.95 and emphasized shareholder returns, a supportive sign for income-focused investors. American Express Announces 16% Increase in Quarterly Dividend
• Positive Sentiment: New long-term stadium and NFL team partnerships aim to drive card engagement and incremental transactions in key metro markets — a revenue/TPV growth lever for premium cardholders. American Express announces stadium, NFL team partnerships
• Positive Sentiment: Company is expanding tech initiatives (AI partner Traversal) and planning a new World Trade Center HQ, signaling investment in operations and long-term productivity improvements. American Express Taps AI And Sports Deals As Stock Trades Below Targets
• Neutral Sentiment: Valuation write-ups note the dividend hike and partnerships but also point out the recent pullback — useful context for investors reassessing entry points. Taking A Fresh Look At American Express (AXP) Valuation After Dividend Hike And New Sports Partnerships
• Neutral Sentiment: Company updated its Q1 earnings date and will webcast the annual meeting — housekeeping items that provide upcoming catalysts/communication opportunities. American Express Updates First-Quarter 2026 Earnings Date and Plans to Host Live Audio Webcast of Annual Meeting of Shareholders
• Negative Sentiment: Commentary says the current slide looks more sentiment-driven than business-driven — highlighting panic selling and momentum losses as drivers of the near-term weakness. American Express Stock’s Slide Worsens as Shares Hit $300. Time to Buy?
• Negative Sentiment: Short interest has risen materially, indicating growing bearish positioning that can amplify downward moves. American Express Company (NYSE:AXP) Sees Large Increase in Short Interest
• Negative Sentiment: New premium cards from competitors (Robinhood’s $695 Platinum) are being positioned against Amex’s lucrative premium card franchise — potential pressure on market share and fee income over time. Robinhood’s new $695 Platinum card vs $895 Amex Platinum: Which one has better perks?
• Negative Sentiment: Analysis pointing to a ~12% slip in March cites concerns about disruption (AI, competition) and investor rotation away from expensive financial names. Why American Express Stock Slipped 12% In March

Analysts Set New Price Targets

AXP has been the subject of a number of research analyst reports. Wolfe Research assumed coverage on American Express in a report on Monday, December 8th. They issued a “peer perform” rating for the company. BTIG Research reaffirmed a “sell” rating and issued a $328.00 price objective on shares of American Express in a report on Monday, February 2nd. 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. Royal Bank Of Canada reissued an “outperform” rating and set a $425.00 target price on shares of American Express in a report on Monday, January 12th. Finally, Barclays raised their price target on shares of American Express from $355.00 to $367.00 and gave the stock an “equal weight” rating in a research report on Tuesday, January 6th. Nine research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $352.73.

American Express Price Performance

Shares of NYSE:AXP opened at $300.83 on Friday. The stock has a market cap of $206.55 billion, a price-to-earnings ratio of 19.55, a PEG 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 Company has a 12 month low of $220.43 and a 12 month high of $387.49. The stock’s 50 day moving average price is $350.90 and its 200 day moving average price is $349.03.

American Express (NYSE:AXP) last issued its quarterly earnings results on Friday, January 30th. The payment services company reported $3.53 earnings per share (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 analyst estimates 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% compared to the same quarter last year. During the same quarter last year, the business posted $3.04 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Equities research analysts anticipate that American Express Company will post 15.33 earnings per share for the current fiscal year.

American Express Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 8th. Stockholders of record on Friday, April 3rd will be given a dividend of $0.95 per share. This is a positive change from American Express’s previous quarterly dividend of $0.82. The ex-dividend date is Thursday, April 2nd. This represents a $3.80 annualized dividend and a dividend yield of 1.3%. American Express’s payout ratio is 21.31%.

Insider Buying and Selling at American Express

In other American Express news, insider Anna Marrs sold 27,425 shares of American Express stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $350.01, for a total value of $9,599,024.25. Following the transaction, the insider owned 20,394 shares in the company, 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 SEC, which can be accessed through this hyperlink. Also, insider Howard Grosfield sold 8,134 shares of the company’s stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $346.73, for a total value of $2,820,301.82. Following the completion of the transaction, the insider directly owned 9,433 shares in the company, valued at $3,270,704.09. This represents a 46.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 73,944 shares of company stock worth $26,114,366. Company 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.