Private Wealth Partners LLC Cuts Stock Position in American Express Company $AXP

Private Wealth Partners LLC trimmed its holdings in shares of American Express Company (NYSE:AXP) by 18.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 8,602 shares of the payment services company’s stock after selling 2,001 shares during the period. Private Wealth Partners LLC’s holdings in American Express were worth $3,182,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the business. Gratus Wealth Advisors LLC boosted its stake in American Express by 0.8% during the 3rd quarter. Gratus Wealth Advisors LLC now owns 3,712 shares of the payment services company’s stock valued at $1,233,000 after purchasing an additional 28 shares during the last quarter. Murphy & Mullick Capital Management Corp boosted its stake in American Express by 10.0% during the 3rd quarter. Murphy & Mullick Capital Management Corp now owns 308 shares of the payment services company’s stock valued at $105,000 after purchasing an additional 28 shares during the last quarter. Capital Asset Advisory Services LLC boosted its stake in American Express by 2.4% during the 4th quarter. Capital Asset Advisory Services LLC now owns 1,214 shares of the payment services company’s stock valued at $465,000 after purchasing an additional 28 shares during the last quarter. Lantz Financial LLC boosted its stake in American Express by 3.6% during the 4th quarter. Lantz Financial LLC now owns 808 shares of the payment services company’s stock valued at $299,000 after purchasing an additional 28 shares during the last quarter. Finally, McGlone Suttner Wealth Management Inc. boosted its stake in American Express by 1.0% during the 3rd quarter. McGlone Suttner Wealth Management Inc. now owns 2,910 shares of the payment services company’s stock valued at $967,000 after purchasing an additional 29 shares during the last quarter. 84.33% of the stock is currently owned by hedge funds and other institutional investors.

American Express Price Performance

Shares of American Express stock opened at $329.92 on Tuesday. American Express Company has a one year low of $239.27 and a one year high of $387.49. The stock’s fifty day moving average is $315.68 and its 200 day moving average is $344.64. The stock has a market cap of $226.25 billion, a P/E ratio of 21.44, a P/E/G ratio of 1.40 and a beta of 1.13. 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 announced its earnings results on Friday, January 30th. The payment services company reported $3.53 EPS 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 during the quarter, compared to the consensus estimate of $18.91 billion. During the same period in the prior year, the business posted $3.04 earnings per share. American Express’s revenue for the quarter was up 10.5% compared to the same quarter last year. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Sell-side analysts anticipate that American Express Company will post 17.53 earnings per share for the current year.

American Express Increases Dividend

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

American Express News Summary

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

• Positive Sentiment: AmEx’s acquisition of Hypercard is intended to accelerate AI-driven expense automation and next‑gen commercial services, strengthening its product stack for business customers and potentially boosting commercial revenue mix over time. How Will AmEx’s Hyper Acquisition Expand Its AI Capabilities?
• Positive Sentiment: AmEx rolled out an AI “agentic commerce” platform that could deepen its premium service differentiation (better merchant integrations, personalization and workflow automation) — a strategic move that supports longer‑term revenue and retention. Does Amex’s New AI Agentic Commerce Platform Redefine the Premium Moat Around AXP?
• Neutral Sentiment: Analysts are publishing detailed Q1 metric forecasts (beyond EPS/revenue) that could move the stock when results hit — investors are focused on spending trends, net interest margin and charge-off guidance. These previews make the quarter a potential catalyst but are direction‑agnostic until results arrive. Exploring Analyst Estimates for American Express (AXP) Q1 Earnings, Beyond Revenue and EPS
• Neutral Sentiment: Market write‑ups advise caution into earnings: spending appears stable and credit healthy, but several commentators see limited immediate upside absent a clear catalyst — this keeps sentiment mixed. American Express (AXP) Stock: Should You Buy Before or After Q1 Earnings?
• Neutral Sentiment: Income vehicles that hold AmEx stock (e.g., US Financial 15 Split Corp.) declared preferred distributions, a background item that indirectly signals institutional demand but is unlikely to move AXP shares materially today. US FINANCIAL 15 SPLIT CORP. Preferred Dividend Declared
• Negative Sentiment: High‑profile commentators (Jim Cramer) advise waiting for a post‑earnings dip before buying AmEx, which can amplify short‑term selling pressure around the report. Jim Cramer Suggests Waiting for Post Earnings Dip Before Buying American Express
• Negative Sentiment: Some analysts and screeners label AXP a “hold” ahead of earnings — the consensus view is solid fundamentals but an absence of a clear catalyst to push estimates meaningfully higher, which caps upside in the near term. American Express (AXP) Looks Solid Ahead of Q1 Earnings. Why Is It Still a Hold?

Analyst Ratings Changes

Several analysts have commented on the company. Wells Fargo & Company cut their target price on American Express from $425.00 to $415.00 and set an “overweight” rating on the stock in a research note on Thursday, April 9th. BTIG Research cut their target price on American Express from $328.00 to $285.00 and set a “sell” rating on the stock in a research note on Monday, March 16th. Royal Bank Of Canada set a $415.00 target price on American Express in a research note on Friday, April 10th. Weiss Ratings cut American Express from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, April 15th. Finally, UBS Group reissued a “neutral” rating and set a $395.00 price target on shares of American Express in a report on Wednesday, February 4th. Seven investment analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $354.16.

Insider Buying and Selling

In related news, insider Howard Grosfield sold 8,134 shares of the firm’s stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $346.73, for a total value of $2,820,301.82. Following the transaction, the insider directly owned 9,433 shares of the company’s stock, valued at approximately $3,270,704.09. This trade represents a 46.30% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Anna Marrs sold 27,425 shares of the firm’s stock in a transaction 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 completion of the transaction, the insider directly owned 20,394 shares in the company, valued at approximately $7,138,103.94. This represents a 57.35% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 73,944 shares of company stock valued at $26,114,366 in the last 90 days. 0.14% of the stock is owned by company insiders.

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.