Investment Research Partners LLC Makes New $1.57 Million Investment in American Express Company $AXP

Investment Research Partners LLC bought a new position in shares of American Express Company (NYSE:AXP) in the 3rd quarter, HoldingsChannel.com reports. The institutional investor bought 4,391 shares of the payment services company’s stock, valued at approximately $1,573,000. American Express accounts for about 0.7% of Investment Research Partners LLC’s investment portfolio, making the stock its 27th biggest holding.

A number of other large investors have also recently made changes to their positions in the stock. Valley Wealth Managers Inc. increased its stake in American Express by 153.3% in the 3rd quarter. Valley Wealth Managers Inc. now owns 76 shares of the payment services company’s stock worth $25,000 after buying an additional 46 shares during the period. Manning & Napier Advisors LLC purchased a new stake in American Express in the 3rd quarter valued at about $27,000. Measured Wealth Private Client Group LLC bought a new position in American Express in the 3rd quarter worth about $28,000. Guerra Advisors Inc bought a new position in American Express in the 3rd quarter worth about $28,000. Finally, Halbert Hargrove Global Advisors LLC increased its position in shares of 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 worth $29,000 after acquiring an additional 59 shares during the period. 84.33% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other American Express news, 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 completion of 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 filing with the SEC, which can be accessed through this hyperlink. Also, insider Howard Grosfield sold 8,134 shares of the firm’s stock in a transaction dated 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 completion of the sale, the insider owned 9,433 shares in the company, valued at $3,270,704.09. This represents a 46.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 73,944 shares of company stock worth $26,114,366 over the last ninety days. 0.20% of the stock is currently owned by company insiders.

Key Stories Impacting American Express

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

• Positive Sentiment: Amid recent weakness some investors view AXP as a buy-the-dip with intact growth and shareholder returns—the company recently raised its dividend ~16% and bulls point to continued top- and bottom-line momentum. 1 Top Dividend Stock to Buy With Double-Digit Dividend and Earnings Growth
• Positive Sentiment: Some analysts and commentators call AXP an attractive dip-buy, citing continued growth, strong ROE and the company’s guidance for 2026—this support may cap downside. American Express Is An Attractive Dip Buy As Growth Continues
• Neutral Sentiment: Comparative analysis highlights Visa’s network model, cross-border strength and ecosystem investments as competitive advantages vs. AXP, underscoring sector dynamics investors should watch but not an immediate company-specific headwind. Visa vs. American Express: Which Stock Has the Better Charge?
• Neutral Sentiment: Bank of America trimmed AXP’s price target by a small amount but kept a Buy rating after February operating results; this is a minor revision rather than a negative rerating. Bank of America Sees Stable Credit Trends in American Express (AXP) Update
• Neutral Sentiment: Coverage notes and analyst commentary are mixed—some sources present conflicted views on AXP’s near-term trajectory, contributing to investor uncertainty rather than a clear directional trigger. Analysts Offer Insights on Financial Companies: American Express (AXP) and Cboe Global Markets (CBOE)
• Negative Sentiment: High-volume put option purchases point to increased short-term bearish positioning and hedging activity, which can amplify downward pressure on the stock. Stock Traders Purchase High Volume of American Express Put Options (NYSE:AXP)
• Negative Sentiment: BTIG issued a pessimistic forecast for AXP’s share price, adding fresh negative analyst sentiment that likely weighed on investor confidence. BTIG Research Issues Pessimistic Forecast for American Express (NYSE:AXP) Stock Price
• Negative Sentiment: Market commentary flagged why AXP fell more than the broader market today, summarizing the mix of negative notes and option activity as drivers of the larger decline. Here’s Why American Express (AXP) Fell More Than Broader Market

American Express Stock Performance

Shares of AXP stock opened at $293.99 on Thursday. The firm has a market cap of $201.86 billion, a price-to-earnings ratio of 19.10, a PEG ratio of 1.27 and a beta of 1.14. American Express Company has a 52-week low of $220.43 and a 52-week 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 company’s 50 day moving average is $339.01 and its 200 day moving average is $348.31.

American Express (NYSE:AXP) last posted its earnings results on Friday, January 30th. The payment services company reported $3.53 earnings per share for the quarter, missing analysts’ consensus estimates of $3.54 by ($0.01). American Express had a return on equity of 33.49% and a net margin of 15.00%.The company had revenue of ($17,139.00) million for the quarter, compared to analysts’ expectations of $18.91 billion. During the same quarter in the prior year, the company earned $3.04 EPS. The firm’s quarterly revenue was up 10.5% on a year-over-year basis. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. On average, sell-side analysts anticipate that American Express Company will post 15.33 EPS for the current fiscal year.

American Express Increases Dividend

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

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on AXP. TD Cowen reiterated a “hold” rating on shares of American Express in a report on Thursday, January 8th. Barclays raised their price objective on American Express from $355.00 to $367.00 and gave the stock an “equal weight” rating in a report on Tuesday, January 6th. Royal Bank Of Canada reiterated an “outperform” rating on shares of American Express in a report on Monday. Credit Suisse Group set a $328.00 price target on American Express in a research report on Monday, January 12th. Finally, Morgan Stanley set a $395.00 price target on American Express in a research note on Tuesday, January 20th. Nine analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $354.86.

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.