American Express Company $AXP Shares Sold by Cambiar Investors LLC

Key Points

• American Express reported quarterly EPS of $3.53, missing the consensus by $0.01, with revenue of about $17.14 billion (up 10.5% YoY) but below the $18.91 billion estimate; FY2026 EPS guidance is 17.30–17.90.
• Cambiar Investors trimmed its AXP stake by 4.4% to 92,399 shares (≈$34.2M), while insiders sold a total of 73,944 shares (~$26.1M) over the last three months, with institutional investors owning 84.33% of the stock.
• American Express raised its quarterly dividend to $0.95 (from $0.82), implying a $3.80 annualized payout and a 1.2% yield; the ex-dividend date is April 2 and the payment date is May 8.

Cambiar Investors LLC lessened its position in shares of American Express Company (NYSE:AXP) by 4.4% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 92,399 shares of the payment services company's stock after selling 4,211 shares during the quarter. Cambiar Investors LLC's holdings in American Express were worth $34,183,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. Valley Wealth Managers Inc. grew its stake 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 worth $25,000 after buying an additional 46 shares during the last quarter. Manning & Napier Advisors LLC purchased a new position in American Express during the 3rd quarter worth approximately $27,000. Measured Wealth Private Client Group LLC purchased a new position in American Express during the 3rd quarter worth approximately $28,000. Guerra Advisors Inc purchased a new position in American Express during the 3rd quarter worth approximately $28,000. Finally, Halbert Hargrove Global Advisors LLC grew its stake 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 worth $29,000 after buying an additional 59 shares during the last quarter. Hedge funds and other institutional investors own 84.33% of the company's stock.

American Express Trading Down 1.2%

Shares of AXP stock opened at $313.83 on Friday. The business's 50 day moving average is $318.93 and its two-hundred day moving average is $344.96. American Express Company has a twelve month low of $239.27 and a twelve month high of $387.49. The company has a market capitalization of $215.22 billion, a P/E ratio of 20.39, a price-to-earnings-growth ratio of 1.32 and a beta of 1.13. The company has a current ratio of 1.59, a quick ratio of 1.58 and a debt-to-equity ratio of 1.68.

American Express (NYSE:AXP - Get Free Report) last announced its earnings results on Friday, January 30th. The payment services company reported $3.53 earnings per share for the quarter, missing the consensus estimate of $3.54 by ($0.01). American Express had a net margin of 15.00% and a return on equity of 33.49%. The company had revenue of ($17,139.00) million during the quarter, compared to analysts' expectations of $18.91 billion. During the same quarter last year, the business posted $3.04 earnings per share. The company's revenue for the quarter 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. Equities analysts forecast that American Express Company will post 15.33 EPS for the current year.

American Express Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Friday, April 3rd will be paid a $0.95 dividend. This is an increase 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 dividend yield of 1.2%. American Express's dividend payout ratio (DPR) is 24.69%.

Insiders Place Their Bets

In related news, insider Ravikumar Radhakrishnan sold 15,000 shares of American Express stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $356.58, for a total value of $5,348,700.00. Following the sale, the insider directly owned 8,945 shares in the company, valued at $3,189,608.10. The trade was a 62.64% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, insider Anna Marrs sold 27,425 shares of American Express stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $350.01, for a total value of $9,599,024.25. Following the completion of the sale, the insider owned 20,394 shares in the company, valued at approximately $7,138,103.94. This trade represents a 57.35% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 73,944 shares of company stock valued at $26,114,366 in the last three months. 0.20% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of research firms recently issued reports on AXP. Royal Bank Of Canada set a $415.00 price target on American Express in a research note on Friday. Weiss Ratings restated a "buy (b-)" rating on shares of American Express in a research note on Friday, March 27th. TD Cowen restated a "hold" rating on shares of American Express in a research note on Thursday, January 8th. Barclays dropped their price target on American Express from $367.00 to $323.00 and set an "equal weight" rating on the stock in a research note on Monday, April 6th. Finally, Wells Fargo & Company lowered their target price on American Express from $425.00 to $415.00 and set an "overweight" rating on the stock in a research note on Thursday. Eight analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of "Hold" and a consensus price target of $351.20.

More American Express News

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

• Positive Sentiment: Zacks highlights AXP for earnings growth and price strength, naming it a stock to watch — a momentum/earnings-based endorsement that can attract investors. Earnings Growth & Price Strength Make American Express (AXP) a Stock to Watch
• Positive Sentiment: Seasonality study (Benzinga) points to a historical April–June lift for AXP, with a recurring mid‑April buy signal — this creates a short-term technical tailwind for traders. American Express Has A Spring Pattern: History Says April 14 Is The Buy Signal
• Neutral Sentiment: Kalkine reports AXP tracking valuation metrics within the S&P 500 — useful context on relative valuation but not an immediate catalyst. American Express NYSE: AXP Tracks Valuation Metrics Within S&P 500 Chart
• Neutral Sentiment: Visa’s push on AI-driven commerce (Intelligent Commerce Connect) is industry‑level news — potential longer‑term competitive pressure, but not an immediate earnings shock to AXP. How Can Visa's Intelligent Commerce Connect Power AI Agents?
• Neutral Sentiment: MarketBeat / newsletter pieces discuss sector picks and analyst commentary that may shift investor interest into/away from financials; informative but not a direct catalyst. 3 Sectors to Buy While They're Down and 1 to Walk Away From
• Neutral Sentiment: Globe and Mail roundup and Delta’s strong Q1 revenue both add macro/sector color — Delta’s travel strength supports consumer spend trends that benefit card issuers like Amex. Analysts Offer Insights on Financial Companies: MSCI (MSCI) and American Express (AXP)
• Negative Sentiment: Wells Fargo lowered its AXP price target from $425 to $415 while keeping an Overweight rating — a modest negative signal that trims upside expectations. Wells Fargo Lowers AXP Target, Says Consumer Trends Remain Resilient
• Negative Sentiment: JPMorgan cut its price target sharply (reported from $375 to $325) and moved to a Neutral rating — this is the largest near-term negative catalyst and likely the main driver of selling pressure. American Express price target cut coverage

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.

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