American Express Company $AXP Shares Sold by WINTON GROUP Ltd

Key Points

• WINTON GROUP Ltd cut its American Express stake by 79.9% in Q3, selling 21,006 shares and leaving it with 5,270 shares worth about $1.75 million.
• Insiders have been net sellers, offloading 73,944 shares valued at roughly $26.1 million over the last three months, and corporate insiders now own just 0.20% of the stock.
• American Express raised its quarterly dividend by 16% to $0.95 (annualized $3.80, ~1.3% yield), with an ex-dividend date of April 2 and payment on May 8.

WINTON GROUP Ltd reduced its holdings in American Express Company (NYSE:AXP - Free Report) by 79.9% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 5,270 shares of the payment services company's stock after selling 21,006 shares during the quarter. WINTON GROUP Ltd's holdings in American Express were worth $1,750,000 as of its most recent filing with the SEC.

A number of other institutional investors have also modified their holdings of the business. Norges Bank acquired a new stake in American Express in the 2nd quarter valued at approximately $1,897,335,000. Laurel Wealth Advisors LLC boosted its position in American Express by 31,595.9% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 1,742,009 shares of the payment services company's stock worth $555,666,000 after acquiring an additional 1,736,513 shares during the period. Geode Capital Management LLC grew its stake in shares of American Express by 11.1% in the second quarter. Geode Capital Management LLC now owns 13,487,316 shares of the payment services company's stock worth $4,282,984,000 after purchasing an additional 1,349,746 shares in the last quarter. Ameriprise Financial Inc. increased its holdings in shares of American Express by 26.1% during the second quarter. Ameriprise Financial Inc. now owns 3,125,133 shares of the payment services company's stock valued at $988,676,000 after purchasing an additional 646,039 shares during the period. Finally, Vanguard Group Inc. increased its holdings in shares of American Express by 1.3% during the second quarter. Vanguard Group Inc. now owns 46,425,262 shares of the payment services company's stock valued at $14,808,730,000 after purchasing an additional 581,369 shares during the period. Institutional investors own 84.33% of the company's stock.

Insider Buying and Selling at American Express

In related news, insider Howard Grosfield sold 8,134 shares of the firm's stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $346.73, for a total transaction of $2,820,301.82. Following the completion of the sale, 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 ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Ravikumar Radhakrishnan sold 15,000 shares of the company's stock in a transaction on 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 directly owned 8,945 shares in the company, valued at $3,189,608.10. This represents a 62.64% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 73,944 shares of company stock valued at $26,114,366. 0.20% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

AXP has been the subject of several research analyst reports. BTIG Research reaffirmed a "sell" rating and issued a $328.00 price objective on shares of American Express in a report on Monday, February 2nd. JPMorgan Chase & Co. dropped their price target on shares of American Express from $385.00 to $375.00 and set a "neutral" rating on the stock in a research 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 note on Tuesday, January 6th. UBS Group reiterated a "neutral" rating and issued a $395.00 price objective on shares of American Express in a report on Wednesday, February 4th. Finally, Truist Financial lowered their price objective on shares of American Express from $420.00 to $400.00 and set a "buy" rating on the stock in a research note on Monday, February 2nd. Nine investment analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock has an average rating of "Hold" and a consensus price target of $352.73.

American Express Price Performance

NYSE:AXP opened at $303.13 on Wednesday. The company has a quick ratio of 1.58, a current ratio of 1.59 and a debt-to-equity ratio of 1.68. The business's 50-day moving average price is $348.10 and its 200 day moving average price is $349.48. American Express Company has a 52-week low of $220.43 and a 52-week high of $387.49. The firm has a market cap of $208.13 billion, a P/E ratio of 19.70, a PEG ratio of 1.29 and a beta of 1.14.

American Express (NYSE:AXP - Get Free Report) last issued its quarterly earnings results 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). American Express had a net margin of 15.00% and a return on equity of 33.49%. The business had revenue of ($17,139.00) million during the quarter, compared to analyst estimates of $18.91 billion. During the same period in the previous year, the company posted $3.04 earnings per share. American Express'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. As a group, sell-side analysts predict that American Express Company will post 15.33 earnings per share for the current fiscal year.

American Express Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 8th. Investors of record on Friday, April 3rd will be paid a dividend of $0.95 per share. This is a boost from American Express's previous quarterly dividend of $0.82. This represents a $3.80 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend is Thursday, April 2nd. American Express's dividend payout ratio (DPR) is currently 21.31%.

Key Stories Impacting American Express

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

• Positive Sentiment: Announced a 16% dividend increase, reinforcing shareholder returns and supporting income-focused demand for the shares. American Express Is Raising Its Payout by 16%
• Positive Sentiment: Won placements in U.S. News & World Report’s 2026 credit card awards—positive for new account growth and product credibility. U.S. News & World Report Debuts 2026 Credit Card Awards
• Positive Sentiment: Company growth initiatives tied to live sports experiences and a refreshed New World Trade Center HQ are being highlighted as branding and card-member engagement drivers. American Express Growth Story Links Sports Experiences And New World Trade Center HQ
• Neutral Sentiment: Analysis pieces debate whether AXP is still attractively priced after a multi‑year run — useful for gauging valuation risk but no new company-specific data. Is American Express (AXP) Still Attractively Priced After Its Strong Multi Year Share Price Run
• Neutral Sentiment: Peer context: a recent piece on Mastercard’s P/E provides comparative valuation perspective for payments stocks; helps investors decide buy/hold timing for AXP vs peers. Mastercard at 25.9X P/E: Pricey, But Not Overpriced - Buy or Wait?
• Neutral Sentiment: Long-term performance retrospectives (e.g., comparisons to Visa and Buffett-era holdings) underline AXP’s durable returns but don’t change near-term fundamentals. Investing $1K in Warren Buffett's Favorite Bank Stocks 10 Years Ago Would Have Netted This Much
• Negative Sentiment: Bank of America lowered its AXP price target to $382 from $420 (while keeping a Buy rating) as part of a consumer-finance review — this analyst haircut can pressure the stock even if the underlying view remains constructive. BofA Reduces American Express (AXP) Price Target During Consumer Finance Review
• Negative Sentiment: Short interest rose ~14.3% through late February to ~9.85M shares (about 1.4% of float), increasing potential downside pressure and volatility if bearish sentiment accelerates; days-to-cover ~2.1.

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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