Cwm LLC Has $14.18 Million Stake in American Express Company $AXP

Key Points

• Cwm LLC boosted its stake in American Express by 18.5% in Q4 to 38,320 shares, valued at about $14.18 million at quarter-end.
• Company insiders sold a total of 73,944 shares worth $26.11 million in the last three months, including large reductions by Howard Grosfield and Ravikumar Radhakrishnan (≈46% and ≈63% cuts, respectively).
• American Express raised its quarterly dividend to $0.95 (from $0.82) for a $3.80 annualized payout (≈1.1% yield) and provided FY2026 EPS guidance of $17.30–$17.90, while analysts hold a consensus "Hold" rating with an average target of $350.70.

Cwm LLC boosted its holdings in American Express Company (NYSE:AXP - Free Report) by 18.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 38,320 shares of the payment services company's stock after buying an additional 5,985 shares during the quarter. Cwm LLC's holdings in American Express were worth $14,177,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the business. LS Investment Advisors LLC raised its holdings in American Express by 12.8% in the 4th quarter. LS Investment Advisors LLC now owns 3,019 shares of the payment services company's stock valued at $1,117,000 after buying an additional 343 shares during the last quarter. Childress Capital Advisors LLC increased its holdings in American Express by 7.1% in the fourth quarter. Childress Capital Advisors LLC now owns 3,518 shares of the payment services company's stock valued at $1,302,000 after purchasing an additional 233 shares during the period. KBC Group NV increased its holdings in American Express by 0.4% in the fourth quarter. KBC Group NV now owns 473,027 shares of the payment services company's stock valued at $174,997,000 after purchasing an additional 1,972 shares during the period. PFG Investments LLC increased its holdings in American Express by 13.2% in the fourth quarter. PFG Investments LLC now owns 7,782 shares of the payment services company's stock valued at $2,879,000 after purchasing an additional 908 shares during the period. Finally, XY Planning Network Inc. acquired a new stake in American Express in the fourth quarter valued at $321,000. Institutional investors own 84.33% of the company's stock.

Insider Transactions at American Express

In other American Express news, 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 transaction of $2,820,301.82. Following the transaction, the insider owned 9,433 shares in the company, valued at approximately $3,270,704.09. This represents a 46.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, insider Ravikumar Radhakrishnan sold 15,000 shares of the business's stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $356.58, for a total transaction of $5,348,700.00. Following the transaction, the insider owned 8,945 shares in the company, valued at approximately $3,189,608.10. This trade represents a 62.64% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 73,944 shares of company stock worth $26,114,366 in the last three months. Insiders own 0.14% of the company's stock.

Analyst Upgrades and Downgrades

AXP has been the subject of a number of recent research reports. Weiss Ratings downgraded American Express from a "buy (b-)" rating to a "hold (c+)" rating in a report on Wednesday. Wells Fargo & Company reduced their target price on American Express from $425.00 to $415.00 and set an "overweight" rating on the stock in a report on Thursday, April 9th. JPMorgan Chase & Co. reduced their target price on American Express from $375.00 to $325.00 and set a "neutral" rating on the stock in a report on Thursday, April 9th. Royal Bank Of Canada set a $415.00 target price on American Express in a report on Friday, April 10th. Finally, Credit Suisse Group set a $328.00 target price on American Express in a report on Monday, January 12th. Seven investment analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, American Express has a consensus rating of "Hold" and an average target price of $350.70.

American Express Trading Up 1.8%

NYSE:AXP opened at $331.47 on Friday. The company has a current ratio of 1.59, a quick ratio of 1.58 and a debt-to-equity ratio of 1.68. The stock has a market capitalization of $227.32 billion, a price-to-earnings ratio of 21.54, a PEG ratio of 1.37 and a beta of 1.13. The firm has a fifty day simple moving average of $316.28 and a two-hundred day simple moving average of $344.54. American Express Company has a 12 month low of $239.27 and a 12 month high of $387.49.

American Express (NYSE:AXP - Get Free Report) last posted its quarterly earnings results on Friday, January 30th. The payment services company reported $3.53 EPS for the quarter, missing analysts' consensus estimates of $3.54 by ($0.01). The company had revenue of ($17,139.00) million during the quarter, compared to analyst estimates of $18.91 billion. American Express had a return on equity of 33.49% and a net margin of 15.00%.The company'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. Analysts expect that American Express Company will post 15.33 EPS for the current fiscal year.

American Express Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Friday, April 3rd will be issued a $0.95 dividend. The ex-dividend date is Thursday, April 2nd. This is an increase from American Express's previous quarterly dividend of $0.82. This represents a $3.80 annualized dividend and a yield of 1.1%. American Express's dividend payout ratio is currently 24.69%.

American Express News Summary

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

• Positive Sentiment: Acquisition of AI expense startup Hyper strengthens AmEx’s commercial services technology stack and signals accelerated investment in agentic automation for expense reporting and compliance; deal expected to close in Q2. AmEx to buy Altman-backed Hyper in push for AI-powered expense tools
• Positive Sentiment: Company is rolling out AI-driven agent and expense tools and touting “agentic commerce” capabilities — a strategic move that could expand commercial spend products, drive differentiation versus peers, and support revenue/fee growth over time. American Express Bets On AI Agents With Hyper Deal And New Tools
• Positive Sentiment: Analysts and screens (Zacks) point to the ingredients for a likely Q1 earnings beat — resilient consumer and commercial spending trends and positive EPS setup — supporting near-term upside expectations. American Express (AXP) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
• Positive Sentiment: Longer-term competitive moat argued to be resilient by investors/writers, supporting confidence in durable returns even through cyclical headwinds. American Express' Moat Is More Resistant Than What You Think
• Neutral Sentiment: Quarterly 13F filing shows Baxter Bros trimmed AXP by a small amount — a minor ownership change, not a large-scale sell-off. American Express Company $AXP is Baxter Bros Inc.’s 8th Largest Position
• Neutral Sentiment: Company messaging and filings point to stable credit quality with only moderate write-offs — credit trends are healthy but remain a line-item to monitor for earnings sensitivity. American Express Reports Stable Credit Quality, Moderate Write-Offs
• Negative Sentiment: Some analysts urge caution ahead of Q1 — pointing to valuation, rising costs, and that AXP may not be an obvious “must-buy” before results; these views inject near-term volatility risk. American Express: Not A Pound-The-Table Buy Ahead Of Q1
• Negative Sentiment: Shares pulled back in the prior session amid mixed market action, underscoring short-term sensitivity to broader market moves and news flow. American Express (AXP) Stock Dips While Market Gains: Key Facts

American Express 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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