American Express (NYSE:AXP) Insider Sells $2,820,301.82 in Stock

February 14, 2026 by InsiderTrades.com

Key Points

Insider Howard Grosfield sold 8,134 shares of American Express on Feb. 12 at an average price of $346.73 for a total of $2.82 million, trimming his stake by 46.3% to 9,433 shares (SEC Form 4 filed).
Another large insider sale—Ravikumar Radhakrishnan sold 15,000 shares (≈$5.35 million)—and these concentrated disposals could weigh on near‑term investor sentiment.
American Express slightly missed quarterly EPS ($3.53 vs. $3.54), reported revenue up 10.5%, paid a $0.82 quarterly dividend (~1.0% yield), and set FY‑2026 EPS guidance of $17.30–$17.90.

American Express logo American Express Company (NYSE:AXP) insider Howard Grosfield sold 8,134 shares of the company's stock in a transaction on 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 directly owned 9,433 shares in the company, valued at approximately $3,270,704.09. This trade represents a 46.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link.

American Express Stock Down 1.5%

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Shares of NYSE:AXP opened at $337.84 on Friday. The business has a 50-day moving average price of $367.05 and a 200 day moving average price of $346.62. The company has a market capitalization of $231.96 billion, a price-to-earnings ratio of 21.95, a PEG ratio of 1.45 and a beta of 1.14. American Express Company has a 12-month low of $220.43 and a 12-month high of $387.49. The company has a current ratio of 1.59, a quick ratio of 1.66 and a debt-to-equity ratio of 1.68.

American Express (NYSE:AXP - Get Free Report) last issued its quarterly earnings data on Friday, January 30th. The payment services company reported $3.53 EPS for the quarter, missing the consensus estimate 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 analyst estimates of $18.91 billion. During the same quarter in the prior year, the company posted $3.04 earnings per share. The business's revenue 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 expect that American Express Company will post 15.33 EPS for the current year.

American Express Announces Dividend

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The company also recently declared 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 1.0%. The ex-dividend date was Friday, January 2nd. American Express's dividend payout ratio (DPR) is currently 21.31%.

Institutional Trading of American Express

Institutional investors and hedge funds have recently made changes to their positions in the company. Brighton Jones LLC raised its position in American Express by 24.4% in the 4th quarter. Brighton Jones LLC now owns 6,481 shares of the payment services company's stock valued at $1,924,000 after purchasing an additional 1,273 shares during the last quarter. Sivia Capital Partners LLC grew its stake in shares of American Express by 13.0% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,738 shares of the payment services company's stock valued at $554,000 after purchasing an additional 200 shares during the last quarter. Allspring Global Investments Holdings LLC increased its holdings in shares of American Express by 26.1% in the second quarter. Allspring Global Investments Holdings LLC now owns 60,289 shares of the payment services company's stock valued at $19,445,000 after purchasing an additional 12,476 shares during the period. Axxcess Wealth Management LLC raised its stake in shares of American Express by 42.0% during the second quarter. Axxcess Wealth Management LLC now owns 5,195 shares of the payment services company's stock worth $1,657,000 after purchasing an additional 1,536 shares during the last quarter. Finally, Harbour Investments Inc. lifted its stake in shares of American Express by 4.5% in the 2nd quarter. Harbour Investments Inc. now owns 5,808 shares of the payment services company's stock worth $1,852,000 after acquiring an additional 248 shares during the period. 84.33% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting American Express

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

Positive Sentiment: Management set FY‑2026 guidance for revenue growth (~9–10%) and EPS of $17.30–$17.90 (midpoint above some analyst expectations), reinforcing the narrative of resilient premium card spending supporting earnings. AXP anticipates a strong 2026 profit (Yahoo)
Positive Sentiment: Coverage pieces and a Seeking Alpha "rating upgrade" highlight AmEx as a steady compounder, calling out premium spend strength and steady guidance as reasons to consider the stock. Seeking Alpha: AXP rating upgrade
Positive Sentiment: Corporate actions and marketing (expanded NBA partnership, ongoing premium card activation efforts) support brand engagement and higher‑yield customer spend—a longer‑term revenue positive. NBA and American Express partnership
Positive Sentiment: Quarterly dividend was paid (maintains yield ~0.9%); steady capital return is supportive for income‑focused holders. MarketBeat AXP dividend details
Neutral Sentiment: Company presented at the UBS Financial Services Conference — useful detail for modeling and analyst updates but not an immediate catalyst by itself. UBS presentation (Seeking Alpha)
Neutral Sentiment: American Express issued new debt to boost funding — improves liquidity/funding flexibility but raises leverage and interest‑cost exposure; market impact depends on size/terms. AXP boosts funding with new debt issuances
Negative Sentiment: Large insider sales: Ravikumar Radhakrishnan sold 15,000 shares (~$5.35M at ≈$356.58) and Howard Grosfield sold 8,134 shares (~$2.82M at ≈$346.73). Big, concentrated insider reductions can weigh on near‑term sentiment. Insider trades alert (InsiderTrades)
Negative Sentiment: Shares have underperformed peers and fell in recent sessions (coverage citing CNBC/Benzinga), which can trigger sector rebalancing outflows and exacerbate declines. CNBC 'Final Trades' note (Benzinga)
Negative Sentiment: Analysts have trimmed targets/ratings (Evercore/JPMorgan moves referenced), a reminder expectations are being modestly reset—analyst downgrades/target cuts can be immediate share‑price pressure. Analyst notes and PT changes (Benzinga)

Analyst Ratings Changes

A number of research analysts recently weighed in on AXP shares. Morgan Stanley set a $395.00 price objective on shares of American Express in a report on Tuesday, January 20th. Truist Financial cut their price target on American Express from $420.00 to $400.00 and set a "buy" rating on the stock in a report on Monday, February 2nd. The Goldman Sachs Group reaffirmed a "buy" rating and issued a $420.00 price target on shares of American Express in a research report on Tuesday, January 6th. TD Cowen reissued a "hold" rating on shares of American Express in a research report on Thursday, January 8th. Finally, DZ Bank upgraded shares of American Express from a "sell" rating to a "hold" rating and set a $340.00 price objective on the stock in a report on Tuesday, October 21st. Nine analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, American Express presently has an average rating of "Hold" and a consensus target price of $354.78.

View Our Latest Research Report on American Express

American Express Company Profile

(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.