American Express Company $AXP Stock Holdings Lessened by State of Alaska Department of Revenue

State of Alaska Department of Revenue lessened its holdings in shares of American Express Company (NYSE:AXP) by 6.7% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 69,565 shares of the payment services company’s stock after selling 5,035 shares during the quarter. State of Alaska Department of Revenue’s holdings in American Express were worth $25,735,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Gratus Wealth Advisors LLC raised its position in American Express by 0.8% during the third quarter. Gratus Wealth Advisors LLC now owns 3,712 shares of the payment services company’s stock valued at $1,233,000 after acquiring an additional 28 shares in the last quarter. Murphy & Mullick Capital Management Corp raised its position in American Express by 10.0% during the third quarter. Murphy & Mullick Capital Management Corp now owns 308 shares of the payment services company’s stock valued at $105,000 after acquiring an additional 28 shares in the last quarter. Capital Asset Advisory Services LLC raised its position in American Express by 2.4% during the fourth quarter. Capital Asset Advisory Services LLC now owns 1,214 shares of the payment services company’s stock valued at $465,000 after acquiring an additional 28 shares in the last quarter. Lantz Financial LLC raised its position in American Express by 3.6% during the fourth quarter. Lantz Financial LLC now owns 808 shares of the payment services company’s stock valued at $299,000 after acquiring an additional 28 shares in the last quarter. Finally, McGlone Suttner Wealth Management Inc. raised its position in American Express by 1.0% during the third quarter. McGlone Suttner Wealth Management Inc. now owns 2,910 shares of the payment services company’s stock valued at $967,000 after acquiring an additional 29 shares in the last quarter. Institutional investors own 84.33% of the company’s stock.

Insider Activity at American Express

In other news, insider Ravikumar Radhakrishnan sold 15,000 shares of the firm’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $356.58, for a total value of $5,348,700.00. Following the sale, the insider owned 8,945 shares in the company, valued at approximately $3,189,608.10. This trade represents a 62.64% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider Denise Pickett sold 23,385 shares of the firm’s stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $356.91, for a total transaction of $8,346,340.35. Following the completion of the sale, the insider owned 7,754 shares in the company, valued at approximately $2,767,480.14. The trade was a 75.10% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 73,944 shares of company stock worth $26,114,366. Insiders own 0.14% of the company’s stock.

American Express Trading Up 0.1%

Shares of AXP stock opened at $313.83 on Monday. American Express Company has a 12 month low of $239.27 and a 12 month 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 business’s 50 day moving average is $318.93 and its two-hundred day moving average is $344.99. The company has a market cap of $215.22 billion, a PE ratio of 20.39, a price-to-earnings-growth ratio of 1.32 and a beta of 1.13.

American Express (NYSE:AXP) last announced its quarterly earnings results on Friday, January 30th. The payment services company reported $3.53 EPS 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 analyst estimates of $18.91 billion. American Express had a net margin of 15.00% and a return on equity of 33.49%. The company’s revenue for the quarter was up 10.5% on a year-over-year basis. During the same quarter last year, the business earned $3.04 EPS. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Equities analysts predict that American Express Company will post 15.33 EPS for the current year.

American Express Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 8th. Stockholders of record on Friday, April 3rd will be paid a $0.95 dividend. The ex-dividend date is Thursday, April 2nd. This is a positive change from American Express’s previous quarterly dividend of $0.82. This represents a $3.80 annualized dividend and a dividend yield of 1.2%. American Express’s dividend payout ratio is 24.69%.

American Express News Summary

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

• Positive Sentiment: Zacks highlights AXP for earnings growth and price strength, naming it a stock to watch — a momentum/earnings-based endorsement that can attract investors. Earnings Growth & Price Strength Make American Express (AXP) a Stock to Watch
• Positive Sentiment: Seasonality study (Benzinga) points to a historical April–June lift for AXP, with a recurring mid‑April buy signal — this creates a short-term technical tailwind for traders. American Express Has A Spring Pattern: History Says April 14 Is The Buy Signal
• Neutral Sentiment: Kalkine reports AXP tracking valuation metrics within the S&P 500 — useful context on relative valuation but not an immediate catalyst. American Express (NYSE:AXP) Tracks Valuation Metrics Within S&P 500 Chart
• Neutral Sentiment: Visa’s push on AI-driven commerce (Intelligent Commerce Connect) is industry‑level news — potential longer‑term competitive pressure, but not an immediate earnings shock to AXP. How Can Visa’s Intelligent Commerce Connect Power AI Agents?
• Neutral Sentiment: MarketBeat / newsletter pieces discuss sector picks and analyst commentary that may shift investor interest into/away from financials; informative but not a direct catalyst. 3 Sectors to Buy While They’re Down and 1 to Walk Away From
• Neutral Sentiment: Globe and Mail roundup and Delta’s strong Q1 revenue both add macro/sector color — Delta’s travel strength supports consumer spend trends that benefit card issuers like Amex. Analysts Offer Insights on Financial Companies: MSCI (MSCI) and American Express (AXP)
• Negative Sentiment: Wells Fargo lowered its AXP price target from $425 to $415 while keeping an Overweight rating — a modest negative signal that trims upside expectations. Wells Fargo Lowers AXP Target, Says Consumer Trends Remain Resilient
• Negative Sentiment: JPMorgan cut its price target sharply (reported from $375 to $325) and moved to a Neutral rating — this is the largest near-term negative catalyst and likely the main driver of selling pressure. American Express price target cut coverage

Analysts Set New Price Targets

AXP has been the topic of several recent research reports. Credit Suisse Group set a $328.00 price objective on shares of American Express in a research report on Monday, January 12th. Wells Fargo & Company cut their price objective on shares of American Express from $425.00 to $415.00 and set an “overweight” rating on the stock in a research report on Thursday. Evercore set a $393.00 price target on American Express in a report on Tuesday, February 10th. Truist Financial lowered their price target on American Express from $400.00 to $360.00 and set a “buy” rating on the stock in a report on Monday, March 23rd. Finally, UBS Group reiterated a “neutral” rating and set a $395.00 price target on shares of American Express in a report on Wednesday, February 4th. Eight investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $351.20.

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.