Key Points
- Insider sale: Executive Ravikumar Radhakrishnan sold 15,000 AXP shares on Feb. 9 at $356.58 each for $5,348,700, trimming his position by 62.64% to 8,945 shares.
- Results and guidance: Q4 EPS was $3.53 (missed by $0.01) with revenue up 10.5% year-over-year, and management set FY2026 EPS guidance of 17.300–17.900.
- Market/analyst backdrop: Shares were down ~2.5% (opened $354.18); analysts’ consensus is a Hold with a $354.78 target, and AmEx pays a $3.28 annual dividend (0.9% yield).
American Express Company (NYSE:AXP) 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 value of $5,348,700.00. Following the completion of the transaction, the insider owned 8,945 shares of the company's stock, valued at $3,189,608.10. The trade was a 62.64% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this link.
American Express Stock Down 2.5%
Shares of NYSE:AXP opened at $354.18 on Thursday. The company has a quick ratio of 1.66, a current ratio of 1.59 and a debt-to-equity ratio of 1.68. American Express Company has a fifty-two week low of $220.43 and a fifty-two week high of $387.49. The stock has a market cap of $243.18 billion, a price-to-earnings ratio of 23.01, a price-to-earnings-growth ratio of 1.54 and a beta of 1.14. The firm's 50 day moving average price is $368.26 and its 200 day moving average price is $346.45.
American Express (NYSE:AXP - Get Free Report) last announced its quarterly earnings data on Friday, January 30th. The payment services company reported $3.53 earnings per share for the quarter, missing analysts' consensus estimates of $3.54 by ($0.01). The firm had revenue of ($17,139.00) million during 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%. American Express's revenue for the quarter was up 10.5% compared to the same quarter last year. During the same quarter in the previous year, the business posted $3.04 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, equities research analysts predict that American Express Company will post 15.33 earnings per share for the current fiscal year.
American Express Announces Dividend
The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, February 10th. Stockholders of record on Friday, January 2nd were given a dividend of $0.82 per share. This represents a $3.28 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend was Friday, January 2nd. American Express's dividend payout ratio is currently 21.31%.
Analyst Upgrades and Downgrades
A number of equities analysts recently issued reports on the company. Wolfe Research initiated coverage on American Express in a report on Monday, December 8th. They issued a "peer perform" rating for the company. UBS Group restated a "neutral" rating and set a $395.00 price objective on shares of American Express in a research report on Wednesday, February 4th. Royal Bank Of Canada reaffirmed an "outperform" rating and issued a $425.00 target price on shares of American Express in a research report on Monday, January 12th. JPMorgan Chase & Co. reduced their price target on shares of American Express from $385.00 to $375.00 and set a "neutral" rating for the company in a research report on Monday, February 2nd. Finally, Wall Street Zen downgraded shares of American Express from a "buy" rating to a "hold" rating in a research note on Sunday, November 9th. Nine equities research analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of "Hold" and a consensus target price of $354.78.
Get Our Latest Stock Report on AXP
Institutional Investors Weigh In On American Express
Several large investors have recently modified their holdings of AXP. Valley Wealth Managers Inc. lifted its stake in shares of American Express by 153.3% in the 3rd quarter. Valley Wealth Managers Inc. now owns 76 shares of the payment services company's stock worth $25,000 after acquiring an additional 46 shares during the period. Evolution Wealth Management Inc. raised its holdings in American Express by 6,600.0% during the fourth quarter. Evolution Wealth Management Inc. now owns 67 shares of the payment services company's stock worth $25,000 after purchasing an additional 66 shares in the last quarter. Briaud Financial Planning Inc acquired a new stake in American Express in the second quarter valued at about $26,000. Access Investment Management LLC purchased a new stake in American Express in the 2nd quarter valued at approximately $26,000. Finally, Joseph Group Capital Management acquired a new position in American Express during the 4th quarter worth approximately $26,000. Hedge funds and other institutional investors own 84.33% of the company's stock.
Key American Express News
Here are the key news stories impacting American Express this week:
- Positive Sentiment: Expanded NBA partnership and marketing push should support premium card activation and brand engagement, a revenue-positive move that reinforces AmEx’s focus on experience-driven cardholders. NBA, American Express announce multiyear partnership
- Positive Sentiment: Q4 miss was tiny on EPS (beat/beat context: missed by $0.01) but Zacks highlights strength in premium spending, resilient credit trends and steady FY guidance — factors that have supported investor confidence after results. AmEx's Q4 Earnings Miss Isn't the Whole Story
- Positive Sentiment: Management presentation at the UBS Financial Services Conference provided investor access to strategy, portfolio metrics and outlook — visibility that can support valuation once digested by attendees and analysts. American Express Presents at UBS Conference — Slideshow
- Neutral Sentiment: American Express announced new debt issuances to boost funding — improves liquidity and funding flexibility but increases leverage and interest cost exposure; market reaction depends on size/terms. American Express Boosts Funding With New Debt Issuances
- Neutral Sentiment: Coverage/transcripts from Seeking Alpha provide incremental detail from conferences and management remarks — useful for modeling but not an immediate price catalyst by itself. American Express UBS Presentation Transcript
- Negative Sentiment: MarketWatch reports AXP underperformed peers on Wednesday — relative weakness can trigger sector rebalancing outflows and weigh on the stock. American Express Co. stock underperforms Wednesday
- Negative Sentiment: Evercore left an In-Line rating but trimmed its price target, a reminder analysts may be marginally lowering expectations — analyst PT cuts can pressure shares. Why Is American Express Stock Tuesday?
About American Express
(
Get Free Report)
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.
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