Robeco Institutional Asset Management B.V. Sells 3,204 Shares of American Express Company $AXP

Key Points

• Robeco Institutional Asset Management cut its stake in American Express (AXP) by 3.7% in Q4, selling 3,204 shares and now holding 83,891 shares valued at about $31.04 million.
• Insider selling has picked up: two recent insider sales (15,000 and 8,134 shares) are part of 73,944 shares sold over the past three months worth $26.11 million, while corporate insiders own just 0.14% of the company.
• Outlook and payout: AXP missed quarterly EPS by $0.01 at $3.53, set FY2026 guidance of $17.30–$17.90, raised its quarterly dividend to $0.95 (annual $3.80, ~1.2% yield), and holds a consensus analyst rating of "Hold" with an average target of $351.20.

Robeco Institutional Asset Management B.V. cut its holdings in shares of American Express Company (NYSE:AXP) by 3.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 83,891 shares of the payment services company's stock after selling 3,204 shares during the quarter. Robeco Institutional Asset Management B.V.'s holdings in American Express were worth $31,035,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in the business. Fisher Asset Management LLC increased its holdings in shares of American Express by 1.7% during the third quarter. Fisher Asset Management LLC now owns 8,881,546 shares of the payment services company's stock worth $2,950,095,000 after purchasing an additional 146,586 shares during the period. Capital World Investors increased its holdings in shares of American Express by 0.5% during the third quarter. Capital World Investors now owns 5,122,335 shares of the payment services company's stock worth $1,701,435,000 after purchasing an additional 24,297 shares during the period. Capital Research Global Investors increased its holdings in shares of American Express by 0.7% during the third quarter. Capital Research Global Investors now owns 4,452,660 shares of the payment services company's stock worth $1,479,019,000 after purchasing an additional 29,331 shares during the period. Ameriprise Financial Inc. increased its holdings in shares of American Express by 27.0% during the third quarter. Ameriprise Financial Inc. now owns 3,970,416 shares of the payment services company's stock worth $1,310,515,000 after purchasing an additional 845,283 shares during the period. Finally, Legal & General Group Plc increased its holdings in shares of American Express by 2.4% during the third quarter. Legal & General Group Plc now owns 3,483,876 shares of the payment services company's stock worth $1,157,204,000 after purchasing an additional 83,189 shares during the period. 84.33% of the stock is owned by institutional investors.

Insider Activity at American Express

In other American Express news, insider Ravikumar Radhakrishnan sold 15,000 shares of the firm's stock in a transaction that occurred 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 sale, the insider owned 8,945 shares in the company, valued at $3,189,608.10. This trade represents a 62.64% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, 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 owned 9,433 shares in the company, valued at $3,270,704.09. This represents a 46.30% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 73,944 shares of company stock worth $26,114,366. Corporate insiders own 0.14% of the company's stock.

American Express Stock Performance

NYSE AXP opened at $323.72 on Tuesday. 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 firm has a market capitalization of $222.00 billion, a price-to-earnings ratio of 21.03, a P/E/G ratio of 1.32 and a beta of 1.13. The firm's 50 day simple moving average is $318.34 and its 200 day simple moving average is $344.87. American Express Company has a 1 year low of $239.27 and a 1 year 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 earnings per share (EPS) for the quarter, missing the consensus estimate of $3.54 by ($0.01). The firm had revenue of ($17,139.00) million for 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 business's revenue was up 10.5% on a year-over-year basis. During the same quarter in the prior year, the business posted $3.04 EPS. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, research analysts expect that American Express Company will post 15.33 earnings per share for the current fiscal 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 given a $0.95 dividend. This is an increase from American Express's previous quarterly dividend of $0.82. This represents a $3.80 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date is Thursday, April 2nd. American Express's dividend payout ratio (DPR) is 24.69%.

Analysts Set New Price Targets

Several research analysts have recently commented on AXP shares. Credit Suisse Group set a $328.00 target price on shares of American Express in a report on Monday, January 12th. Wells Fargo & Company lowered their target price on shares of American Express from $425.00 to $415.00 and set an "overweight" rating on the stock in a report on Thursday, April 9th. Evercore set a $393.00 price target on shares of American Express in a research report on Tuesday, February 10th. Truist Financial reduced their price target on shares of American Express from $400.00 to $360.00 and set a "buy" rating on the stock in a research report on Monday, March 23rd. Finally, The Goldman Sachs Group reiterated a "buy" rating and set a $420.00 price target on shares of American Express in a research report on Tuesday, January 6th. Eight research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of "Hold" and an average target price of $351.20.

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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