Bluebird Wealth Management LLC Makes New $2.53 Million Investment in American Express Company $AXP

Bluebird Wealth Management LLC acquired a new stake in American Express Company (NYSE:AXP) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 6,843 shares of the payment services company's stock, valued at approximately $2,531,000. American Express comprises about 2.4% of Bluebird Wealth Management LLC's investment portfolio, making the stock its 13th largest holding.

A number of other large investors also recently modified their holdings of the company. Gratus Wealth Advisors LLC increased its position in shares of 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 valued at $1,233,000 after purchasing an additional 28 shares during the last quarter. Murphy & Mullick Capital Management Corp increased its position in shares of 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 valued at $105,000 after purchasing an additional 28 shares during the last quarter. Capital Asset Advisory Services LLC increased its position in shares of 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 valued at $465,000 after purchasing an additional 28 shares during the last quarter. Lantz Financial LLC grew its position in shares of American Express by 3.6% in the 4th quarter. Lantz Financial LLC now owns 808 shares of the payment services company's stock valued at $299,000 after buying an additional 28 shares during the last quarter. Finally, Walkner Condon Financial Advisors LLC grew its position in shares of 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 valued at $458,000 after buying an additional 29 shares during the last quarter. 84.33% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at American Express

In other American Express news, insider Ravikumar Radhakrishnan sold 15,000 shares of the firm's stock in a transaction on Monday, February 9th. The shares were sold at an average price of $356.58, for a total transaction of $5,348,700.00. Following the transaction, the insider directly 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 sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Howard Grosfield sold 8,134 shares of the firm's stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $346.73, for a total transaction of $2,820,301.82. Following the transaction, the insider directly owned 9,433 shares in the company, valued at $3,270,704.09. The trade was a 46.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 0.14% of the company's stock.

Analysts Set New Price Targets

A number of research firms recently commented on AXP. Credit Suisse Group set a $328.00 target price on shares of American Express in a research report on Monday, January 12th. TD Cowen reaffirmed a "hold" rating on shares of American Express in a research report on Thursday, January 8th. UBS Group reaffirmed a "neutral" rating and issued a $395.00 target price on shares of American Express in a research report on Wednesday, February 4th. Barclays dropped their target price on shares of American Express from $323.00 to $322.00 and set an "equal weight" rating on the stock in a research report on Friday, April 24th. Finally, Morgan Stanley dropped their target price on shares of American Express from $395.00 to $385.00 and set an "equal weight" rating on the stock in a research report on Thursday, April 16th. Eight analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of "Hold" and an average price target of $357.47.

American Express Trading Up 1.9%

Shares of American Express stock opened at $322.01 on Thursday. American Express Company has a 1 year low of $273.89 and a 1 year high of $387.49. The company has a debt-to-equity ratio of 1.73, a quick ratio of 1.56 and a current ratio of 1.57. The company has a market capitalization of $219.72 billion, a P/E ratio of 20.09, a PEG ratio of 1.28 and a beta of 1.08. The company's fifty day moving average is $311.13 and its two-hundred day moving average is $344.25.

American Express (NYSE:AXP - Get Free Report) last issued its quarterly earnings data on Thursday, April 23rd. The payment services company reported $4.28 earnings per share (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 company had revenue of $14.22 billion for the quarter, compared to the consensus estimate of $18.60 billion. During the same period last year, the firm posted $3.64 EPS. American Express's revenue for the quarter was up 11.4% on a year-over-year basis. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Analysts forecast that American Express Company will post 17.59 earnings per share for the current year.

American Express Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Friday, April 3rd will be given a dividend of $0.95 per share. This represents a $3.80 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend is Thursday, April 2nd. This is an increase from American Express's previous quarterly dividend of $0.82. American Express's payout ratio is 23.71%.

Key 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.

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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