8,138 Shares in American Express Company $AXP Bought by Triad Investment Management

Triad Investment Management bought a new stake in shares of American Express Company (NYSE:AXP) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 8,138 shares of the payment services company’s stock, valued at approximately $3,011,000. American Express makes up 3.0% of Triad Investment Management’s investment portfolio, making the stock its 14th largest holding.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. Brighton Jones LLC grew 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 acquiring an additional 1,273 shares during the period. Sivia Capital Partners LLC raised its stake in American Express by 13.0% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,738 shares of the payment services company’s stock worth $554,000 after acquiring an additional 200 shares during the period. Schnieders Capital Management LLC. purchased a new position in American Express during the second quarter valued at approximately $428,000. Howland Capital Management LLC boosted its position in shares of American Express by 4.2% in the second quarter. Howland Capital Management LLC now owns 2,216 shares of the payment services company’s stock worth $707,000 after purchasing an additional 90 shares during the period. Finally, Twin Peaks Wealth Advisors LLC bought a new position in shares of American Express in the second quarter worth approximately $198,000. Hedge funds and other institutional investors own 84.33% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on AXP shares. Credit Suisse Group set a $328.00 price objective on shares of American Express in a research report on Monday, January 12th. Truist Financial dropped their target price on shares of American Express from $400.00 to $360.00 and set a “buy” rating for the company in a report on Monday, March 23rd. Wells Fargo & Company increased 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. Evercore set a $393.00 price objective on American Express in a research report on Tuesday, February 10th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating on shares of American Express in a research note on Monday, March 16th. Nine analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, American Express presently has a consensus rating of “Hold” and an average price target of $352.95.

Trending Headlines about American Express

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

• Positive Sentiment: Named the NFL’s Official Payments Partner — a multi‑year global deal that should boost brand visibility, card penetration and co‑brand spending opportunities over time. American Express named official payments partner of NFL
• Positive Sentiment: Expanded business card lineup with the Graphite Business Cash Unlimited Card to target SMB spend and deposit/transaction growth — a product push that can support revenue and payment volume. American Express Company (AXP) Expands Business Card Lineup
• Positive Sentiment: Zacks highlights finance stocks that could beat earnings using its Earnings ESP tool, flagging the potential for upside to AXP around upcoming results. These 2 Finance Stocks Could Beat Earnings
• Neutral Sentiment: Analyst/market previews expect a steady, single‑digit rise in Q1 earnings — results could move the stock either way depending on guidance and charge/loan trends. What to Expect From American Express’ Next Quarterly Earnings Report
• Neutral Sentiment: Market writeups reporting recent intraday moves and company profile coverage — useful context but not primary drivers. American Express Company (CNN Markets)
• Negative Sentiment: TD Cowen cut its price target to $330 (from $375) and kept a Hold — analyst downgrades/target cuts can pressure the stock and reflect more cautious near‑term expectations. TD Cowen Lowers American Express (AXP) Price Target to $330
• Negative Sentiment: Warren Buffett flagged banking fragility and spillover risks to the broader financial system — rising credit‑market stress and interconnectedness could weigh on cards/lending exposure and investor sentiment for financials including AXP. Buffett Flags Banking Fragility as Risks Spread Across Financial System

American Express Price Performance

Shares of NYSE:AXP opened at $301.84 on Thursday. The company has a debt-to-equity ratio of 1.68, a quick ratio of 1.58 and a current ratio of 1.59. The firm has a fifty day moving average price of $326.11 and a 200 day moving average price of $346.33. American Express Company has a fifty-two week low of $220.43 and a fifty-two week high of $387.49. The firm has a market cap of $207.00 billion, a price-to-earnings ratio of 19.61, a P/E/G ratio of 1.28 and a beta of 1.14.

American Express (NYSE:AXP) last announced its quarterly earnings results on Friday, January 30th. The payment services company reported $3.53 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $3.54 by ($0.01). The company had revenue of ($17,139.00) million during 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 business’s revenue was up 10.5% on a year-over-year basis. During the same quarter in the prior year, the firm posted $3.04 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, sell-side analysts expect that American Express Company will post 15.33 earnings per share for the current fiscal year.

American Express Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, May 8th. Investors of record on Friday, April 3rd will be given a $0.95 dividend. 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 dividend yield of 1.3%. The ex-dividend date is Thursday, April 2nd. American Express’s dividend payout ratio (DPR) is presently 24.69%.

Insider Transactions 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 stock was sold at an average price of $350.01, for a total value of $9,599,024.25. Following the sale, the insider owned 20,394 shares of the company’s stock, valued at $7,138,103.94. The trade was a 57.35% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, insider Ravikumar Radhakrishnan sold 15,000 shares of the company’s stock in a transaction that occurred 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 in the company, valued at $3,189,608.10. This trade represents a 62.64% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 73,944 shares of company stock valued at $26,114,366 over the last three months. Corporate insiders own 0.20% of the company’s stock.

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.