Teacher Retirement System of Texas Acquires 35,726 Shares of American Express Company $AXP

Teacher Retirement System of Texas lifted its holdings in shares of American Express Company (NYSE:AXP) by 23.6% during the 4th quarter, Holdings Channel.com reports. The firm owned 187,295 shares of the payment services company’s stock after buying an additional 35,726 shares during the quarter. Teacher Retirement System of Texas’ holdings in American Express were worth $69,290,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in AXP. Valley Wealth Managers Inc. boosted its position in American Express by 153.3% during the 3rd quarter. Valley Wealth Managers Inc. now owns 76 shares of the payment services company’s stock valued at $25,000 after buying an additional 46 shares during the period. Manning & Napier Advisors LLC purchased a new stake in American Express during the 3rd quarter valued at $27,000. Guerra Advisors Inc purchased a new stake in American Express during the 3rd quarter valued at $28,000. Measured Wealth Private Client Group LLC purchased a new stake in American Express during the 3rd quarter valued at $28,000. Finally, Halbert Hargrove Global Advisors LLC boosted its position in American Express by 210.7% during the 3rd quarter. Halbert Hargrove Global Advisors LLC now owns 87 shares of the payment services company’s stock valued at $29,000 after buying an additional 59 shares during the period. Institutional investors own 84.33% of the company’s stock.

Wall Street Analyst Weigh In

AXP has been the subject of several analyst reports. Royal Bank Of Canada set a $415.00 price target on shares of American Express in a research report on Friday, April 10th. Morgan Stanley dropped their target price on shares of American Express from $395.00 to $385.00 and set an “equal weight” rating for the company in a research report on Thursday, April 16th. TD Cowen reaffirmed a “hold” rating on shares of American Express in a research report on Thursday, January 8th. Barclays dropped their target price on shares of American Express from $367.00 to $323.00 and set an “equal weight” rating for the company in a research report on Monday, April 6th. Finally, BTIG Research dropped their target price on shares of American Express from $328.00 to $285.00 and set a “sell” rating for the company in a research report on Monday, March 16th. Seven equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, American Express currently has a consensus rating of “Hold” and an average target price of $359.67.

American Express Trading Up 1.1%

NYSE:AXP opened at $333.43 on Thursday. The company has a 50-day moving average price of $314.60 and a 200-day moving average price of $344.56. American Express Company has a 12 month low of $257.21 and a 12 month high of $387.49. The company has a current ratio of 1.59, a quick ratio of 1.58 and a debt-to-equity ratio of 1.68. The stock has a market cap of $228.66 billion, a price-to-earnings ratio of 21.67, a P/E/G ratio of 1.39 and a beta of 1.13.

American Express (NYSE:AXP) last issued its quarterly earnings results on Thursday, April 23rd. The payment services company reported $4.28 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.01 by $0.27. American Express had a net margin of 15.00% and a return on equity of 33.49%. The company had revenue of $17.66 billion during the quarter, compared to analysts’ expectations of $18.60 billion. Equities analysts predict that American Express Company will post 17.53 EPS for the current year.

American Express Increases Dividend

The firm also recently declared 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. This is an increase from American Express’s previous quarterly dividend of $0.82. 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 1.1%. American Express’s dividend payout ratio is 24.69%.

Insider Buying and Selling at American Express

In related news, insider Anna Marrs sold 27,425 shares of American Express stock in a transaction dated Thursday, February 5th. The shares were sold at an average price of $350.01, for a total transaction of $9,599,024.25. Following the completion of the transaction, the insider directly owned 20,394 shares of the company’s stock, valued at $7,138,103.94. This trade represents a 57.35% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider Ravikumar Radhakrishnan sold 15,000 shares of American Express 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 transaction, the insider directly owned 8,945 shares of the company’s stock, valued at approximately $3,189,608.10. This trade represents a 62.64% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 73,944 shares of company stock valued at $26,114,366. Insiders own 0.14% of the company’s stock.

Trending Headlines about American Express

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

• Positive Sentiment: Amex is showcasing new, exclusive card‑member experiences as the NFL’s Official Payments Partner at the 2026 NFL Draft — a marketing push designed to drive premium card engagement and spending. Read More.
• Positive Sentiment: Coverage highlights Amex’s recent 16% dividend increase and rollout of AI‑driven payment tools (ACE Developer Kit, Amex Agent offerings), which support revenue and fee growth narratives. These product and capital‑return moves can underpin investor confidence. Read More.
• Positive Sentiment: Long‑term endorsement from Warren Buffett/Berkshire Hathaway is being highlighted in recent pieces, reinforcing a narrative of durable cash flows and shareholder returns that appeals to value and income investors. Read More.
• Neutral Sentiment: Earnings season focus: Amex is reporting Q1 results (market attention ahead of the print), with previews pointing to premium card growth and solid spending trends but management flagging macro risks — results will likely move the stock. Read More.
• Neutral Sentiment: Investors can review recent commentary/transcript on card‑member spending, retention and credit performance for context on quarters just reported. Read More.
• Neutral Sentiment: Corporate social programs (Amex Canada grant program) and broader positive press keep brand momentum steady but are unlikely to move near‑term earnings materially. Read More.
• Negative Sentiment: JPMorgan cut AXP’s price target from $375 to $325 and left a Neutral rating, citing an uncertain macro outlook — that reduces upside in consensus targets and adds near‑term pressure. Read More.
• Negative Sentiment: Analysts’ consensus is clustered at Hold/Neutral with concerns about valuation vs. growth; the stock carries sensitivity to macro slowdown and travel/merchant spend trends, which explains recent YTD softness. Read More.

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.