Indivisible Partners Buys New Stake in American Express Company $AXP

Indivisible Partners bought a new stake in shares of American Express Company (NYSE:AXP) during the 4th quarter, Holdings Channel.com reports. The firm bought 2,020 shares of the payment services company’s stock, valued at approximately $747,000.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Gratus Wealth Advisors LLC lifted its holdings in American Express by 0.8% in the 3rd quarter. Gratus Wealth Advisors LLC now owns 3,712 shares of the payment services company’s stock worth $1,233,000 after buying an additional 28 shares in the last quarter. Murphy & Mullick Capital Management Corp lifted its holdings in American Express by 10.0% in the 3rd quarter. Murphy & Mullick Capital Management Corp now owns 308 shares of the payment services company’s stock worth $105,000 after buying an additional 28 shares in the last quarter. Capital Asset Advisory Services LLC lifted its holdings in American Express by 2.4% in the 4th quarter. Capital Asset Advisory Services LLC now owns 1,214 shares of the payment services company’s stock worth $465,000 after buying an additional 28 shares in the last quarter. Lantz Financial LLC lifted its holdings in American Express by 3.6% in the 4th quarter. Lantz Financial LLC now owns 808 shares of the payment services company’s stock worth $299,000 after buying an additional 28 shares in the last quarter. Finally, Walkner Condon Financial Advisors LLC lifted its holdings in American Express by 2.1% in the 3rd quarter. Walkner Condon Financial Advisors LLC now owns 1,378 shares of the payment services company’s stock worth $458,000 after buying an additional 29 shares in the last quarter. Institutional investors and hedge funds own 84.33% of the company’s stock.

More American Express News

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

• Positive Sentiment: Sale/exit from GBT refocuses capital on AmEx’s core card business and will generate cash and a one?time gain, improving capital flexibility for buybacks and debt reduction. Read More.
• Positive Sentiment: Q1 results topped expectations and management reaffirmed 2026 guidance, supporting the view that underlying card spending and margins remain solid. Read More.
• Positive Sentiment: Management is returning capital to shareholders (large share repurchases since 2023 and a 16% dividend raise), which bolsters yield and buyback-driven EPS support. Read More.
• Positive Sentiment: New AI training and scholarship programs for small businesses expand AmEx’s merchant/SMB relationships and product stickiness, a long?term revenue opportunity for business services and card spend. Read More.
• Neutral Sentiment: Preferred dividend declaration is procedural for preferred holders and has limited direct impact on common equity valuation. Read More.
• Neutral Sentiment: Broader payments/ travel headlines (Visa earnings beat, NYC Small Business Expo) provide context for sector trends but do not change AXP’s company?specific catalysts. Read More.
• Negative Sentiment: Some commentary questions whether the faster dividend growth is sustainable over the long term given capital needs and cyclical risks — a risk for income?sensitive investors if earnings slow. Read More.
• Negative Sentiment: Rising credit?risk concerns at peers (e.g., commentary on Capital One) underscore industry credit vulnerability that could affect chargeoffs and margins if macro conditions deteriorate. Read More.

Analysts Set New Price Targets

A number of equities analysts have commented on the stock. Bank of America boosted their price objective on shares of American Express from $381.00 to $387.00 and gave the stock a “buy” rating in a report on Friday, April 24th. 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 research report on Monday, March 23rd. Evercore set a $345.00 target price on shares of American Express in a research report on Wednesday, April 29th. JPMorgan Chase & Co. dropped their target price on shares of American Express from $375.00 to $325.00 and set a “neutral” rating for the company in a research report on Thursday, April 9th. Finally, Wells Fargo & Company dropped their target price on shares of American Express from $425.00 to $415.00 and set an “overweight” rating for the company in a research report on Thursday, April 9th. Eight equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $357.47.

Insider Activity

In other American Express news, insider Howard Grosfield sold 8,134 shares of the company’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $346.73, for a total value of $2,820,301.82. Following the completion of the transaction, the insider owned 9,433 shares in the company, valued at approximately $3,270,704.09. This represents a 46.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Ravikumar Radhakrishnan sold 15,000 shares of the company’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $356.58, for a total transaction of $5,348,700.00. Following the completion of the transaction, the insider 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 position. The SEC filing for this sale provides additional information. 0.14% of the stock is currently owned by corporate insiders.

American Express Trading Up 1.9%

American Express stock opened at $322.01 on Thursday. American Express Company has a 52-week low of $273.89 and a 52-week high of $387.49. The company has a quick ratio of 1.56, a current ratio of 1.57 and a debt-to-equity ratio of 1.73. The firm has a market capitalization of $219.72 billion, a price-to-earnings ratio of 20.09, a PEG ratio of 1.28 and a beta of 1.08. The firm has a 50-day moving average price of $311.13 and a two-hundred day moving average price of $344.25.

American Express (NYSE:AXP) last posted its earnings results on Thursday, April 23rd. The payment services company reported $4.28 EPS for the quarter, topping the consensus estimate of $4.01 by $0.27. American Express had a net margin of 15.13% and a return on equity of 33.95%. The firm had revenue of $14.22 billion during the quarter, compared to analysts’ expectations of $18.60 billion. During the same quarter in the prior year, the firm earned $3.64 EPS. American Express’s quarterly revenue was up 11.4% on a year-over-year basis. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Sell-side analysts expect that American Express Company will post 17.59 earnings per share for the current year.

American Express Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Friday, April 3rd will be given a $0.95 dividend. This is a positive change from American Express’s previous quarterly dividend of $0.82. The ex-dividend date is Thursday, April 2nd. This represents a $3.80 annualized dividend and a yield of 1.2%. American Express’s payout ratio is currently 23.71%.

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.