American Express Company $AXP Stock: Knights of Columbus Asset Advisors LLC Cuts Holdings

Posted by George Bondi on Nov 11th, 2026

American Express logo Knights of Columbus Asset Advisors LLC lessened its holdings in American Express Company (NYSE:AXP – Free Report) by 10.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 30,304 shares of the payment services company’s stock after selling 3,623 shares during the quarter. Knights of Columbus Asset Advisors LLC’s holdings in American Express were worth $9,215,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of the business. Archer Investment Corp acquired a new position in American Express in the second quarter valued at approximately $25,000. Elevation Wealth Partners LLC boosted its stake in American Express by 78.8% in the third quarter. Elevation Wealth Partners LLC now owns 93 shares of the payment services company’s stock valued at $28,000 after acquiring an additional 41 shares during the last quarter. John Boyer Inc. bought a new position in American Express in the third quarter valued at approximately $29,000. Cedar Mountain Advisors LLC grew its holdings in American Express by 58.3% during the 2nd quarter. Cedar Mountain Advisors LLC now owns 95 shares of the payment services company’s stock worth $32,000 after acquiring an additional 35 shares during the period. Finally, Frazier Financial Advisors LLC acquired a new stake in American Express during the 2nd quarter worth $33,000. Institutional investors own 84.33% of the company’s stock.

American Express Stock Down 0.2%

American Express stock opened at $323.67 on Wednesday. The firm has a market capitalization of $217.04 billion, a price-to-earnings ratio of 18.22, a PEG ratio of 1.36 and a beta of 1.09. The company’s 50 day simple moving average is $315.90 and its 200 day simple moving average is $325.25. The company has a debt-to-equity ratio of 1.64, a current ratio of 1.58 and a quick ratio of 1.58. American Express Company has a fifty-two week low of $290.97 and a fifty-two week high of $387.49.

American Express (NYSE:AXP – Get Free Report) last issued its earnings results on Friday, October 23rd. The payment services company reported $4.68 EPS for the quarter, beating the consensus estimate of $4.50 by $0.18. The firm had revenue of $20.06 billion during the quarter, compared to the consensus estimate of $20.12 billion. American Express had a net margin of 15.80% and a return on equity of 34.19%. The business’s quarterly revenue was up 8.9% on a year-over-year basis. During the same quarter in the prior year, the firm earned $4.14 earnings per share. American Express has set its FY 2026 guidance at 17.600-17.900 EPS. As a group, sell-side analysts anticipate that American Express Company will post 17.98 EPS for the current year.

American Express Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, November 10th. Investors of record on Friday, October 9th were given a $0.95 dividend. The ex-dividend date was Friday, October 9th. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.2%. American Express’s dividend payout ratio is currently 21.40%.

Key Stories Impacting American Express

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

Positive Sentiment: American Express and Fanatics launched a co-branded card aimed at sports fans, connecting Membership Rewards points with Fanatics FanCash and offering sports-related experiences and merchandise benefits. The partnership could deepen customer engagement and broaden AXP’s reach; its contribution to revenue and profits is not yet clear. Article: American Express unveils sports rewards card tied to fan loyalty
Positive Sentiment: American Express Canada and Marriott Bonvoy are adding a no-annual-fee card, scheduled to launch in February 2027, and enhancing existing co-branded cards with complimentary Gold Elite status. The expanded lineup may help attract and retain cardholders, although the new product is a future launch. Article: American Express and Marriott Bonvoy expand Canadian card portfolio
Neutral Sentiment: American Express rose 28 places to No. 42 on the Roundtable 100. The improved ranking is favorable brand recognition, but the article does not identify a direct near-term financial impact. Article: American Express jumps 28 places on the Roundtable 100
Negative Sentiment: Analysis notes that growth in premium-card fees could be offset by rising rewards, benefits and marketing expenses. The concern is whether AXP can turn premium-card momentum into stronger profits. Article: Can American Express turn premium card growth into higher profits?

Insider Activity at American Express

In other American Express news, CEO Stephen J. Squeri sold 299,401 shares of American Express stock in a transaction dated Wednesday, November 4th. The stock was sold at an average price of $332.16, for a total transaction of $99,449,036.16. Following the transaction, the chief executive officer directly owned 60,567 shares in the company, valued at approximately $20,117,934.72. The trade was a 83.17% 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 Anna Marrs sold 44,910 shares of the business’s stock in a transaction dated Monday, November 2nd. The shares were sold at an average price of $327.20, for a total value of $14,694,552.00. Following the completion of the transaction, the insider directly owned 20,509 shares of the company’s stock, valued at approximately $6,710,544.80. The trade was a 68.65% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 414,171 shares of company stock worth $137,069,544 in the last quarter. Corporate insiders own 0.14% of the company’s stock.

Analyst Upgrades and Downgrades

AXP has been the subject of several recent research reports. JPMorgan Chase & Co. upped their target price on shares of American Express from $360.00 to $365.00 and gave the company an “overweight” rating in a research report on Monday, October 26th. Truist Financial reduced their price target on American Express from $375.00 to $370.00 and set a “buy” rating on the stock in a research report on Wednesday, September 23rd. Barclays decreased their price objective on American Express from $342.00 to $340.00 and set an “equal weight” rating for the company in a research note on Monday, October 26th. Piper Sandler upped their price objective on American Express from $396.00 to $405.00 and gave the company an “overweight” rating in a report on Wednesday, August 12th. Finally, Loop Capital cut their target price on American Express from $389.00 to $386.00 and set a “buy” rating on the stock in a research note on Monday, July 27th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, American Express presently has a consensus rating of “Moderate Buy” and a consensus price target of $365.22.

Get Our Latest Research Report on American Express

American Express Profile

(Free Report)

American Express Company is a global payments and financial services company that operates a card-issuing business and a payments network. Its products and services include consumer, small-business and corporate cards, payment processing, lending, travel services and expense-management solutions. Founded in 1850 as an express mail business, the company expanded into financial services and became known for its charge cards and travel-related services. Today, it serves cardholders and businesses in the United States and markets around the world, connecting customers, merchants and financial institutions through its network.