Russell Investments Group Ltd. Reduces Stock Holdings in American Express Company $AXP

Russell Investments Group Ltd. reduced its stake in shares of American Express Company (NYSE:AXP) by 3.8% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 535,825 shares of the payment services company’s stock after selling 21,327 shares during the quarter. Russell Investments Group Ltd. owned approximately 0.08% of American Express worth $178,657,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in AXP. Brighton Jones LLC boosted its stake in shares of American Express by 24.4% during the 4th quarter. Brighton Jones LLC now owns 6,481 shares of the payment services company’s stock valued at $1,924,000 after purchasing an additional 1,273 shares in the last quarter. Sivia Capital Partners LLC raised its stake in American Express by 13.0% in the second quarter. Sivia Capital Partners LLC now owns 1,738 shares of the payment services company’s stock worth $554,000 after buying an additional 200 shares in the last quarter. Schnieders Capital Management LLC. bought a new position in American Express in the second quarter worth about $428,000. Vestmark Advisory Solutions Inc. lifted its holdings in American Express by 897.6% in the second quarter. Vestmark Advisory Solutions Inc. now owns 12,251 shares of the payment services company’s stock worth $3,908,000 after buying an additional 11,023 shares during the period. Finally, AE Wealth Management LLC lifted its holdings in American Express by 11.2% in the second quarter. AE Wealth Management LLC now owns 14,255 shares of the payment services company’s stock worth $4,547,000 after buying an additional 1,435 shares during the period. 84.33% of the stock is currently owned by institutional investors.

American Express Price Performance

Shares of AXP opened at $300.83 on Monday. American Express Company has a fifty-two week low of $220.43 and a fifty-two week high of $387.49. The firm’s 50-day simple moving average is $350.90 and its two-hundred day simple moving average is $349.62. The stock has a market cap of $206.55 billion, a PE ratio of 19.55, a price-to-earnings-growth ratio of 1.27 and a beta of 1.14. The company has a debt-to-equity ratio of 1.68, a quick ratio of 1.58 and a current ratio of 1.59.

American Express (NYSE:AXP) last released its 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 business 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 in the previous year, the business posted $3.04 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Analysts anticipate that American Express Company will post 15.33 earnings per share for the current fiscal year.

American Express Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Friday, April 3rd will be issued a $0.95 dividend. This represents a $3.80 annualized dividend and a yield of 1.3%. This is a positive change from American Express’s previous quarterly dividend of $0.82. The ex-dividend date of this dividend is Thursday, April 2nd. American Express’s dividend payout ratio is presently 24.69%.

Wall Street Analysts Forecast Growth

AXP has been the topic of a number of research analyst reports. The Goldman Sachs Group reiterated a “buy” rating and set a $420.00 target price on shares of American Express in a report on Tuesday, January 6th. Truist Financial lowered their target price on American Express from $420.00 to $400.00 and set a “buy” rating for the company in a research note on Monday, February 2nd. Wolfe Research initiated coverage on American Express in a research report on Monday, December 8th. They set a “peer perform” rating on the stock. Credit Suisse Group set a $328.00 price target on American Express in a research note on Monday, January 12th. Finally, TD Cowen reiterated a “hold” rating on shares of American Express in a report on Thursday, January 8th. Nine analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $352.73.

Insider Buying and Selling

In other news, insider Ravikumar Radhakrishnan sold 15,000 shares of the stock in a transaction on Monday, February 9th. The stock was sold at an average price of $356.58, for a total value of $5,348,700.00. Following the sale, the insider directly owned 8,945 shares of the company’s stock, valued at approximately $3,189,608.10. This represents a 62.64% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Denise Pickett sold 23,385 shares of the firm’s stock in a transaction on Thursday, February 5th. The shares were sold at an average price of $356.91, for a total value of $8,346,340.35. Following the transaction, the insider owned 7,754 shares of the company’s stock, valued at $2,767,480.14. The trade was a 75.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 73,944 shares of company stock valued at $26,114,366. 0.20% of the stock is owned by insiders.

Trending Headlines about American Express

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

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.