Swiss Life Asset Management Ltd Sells 6,359 Shares of American Express Company $AXP

Key Points

• Swiss Life Asset Management Ltd trimmed its position in American Express (AXP) by 5.7%, selling 6,359 shares and retaining 104,354 shares worth about $34.66 million after the quarter.
• American Express raised its quarterly dividend to $0.95 (annualized $3.80), up from $0.82, implying a ~1.3% yield with an ex-dividend date of April 2 and payment on May 8.
• The company reported Q results with EPS of $3.53 (missing estimates by $0.01) and revenue up 10.5% year-over-year, while issuing FY2026 guidance of $17.30–$17.90 EPS versus a current analyst consensus near $15.33.

Swiss Life Asset Management Ltd cut its position in American Express Company (NYSE:AXP - Free Report) by 5.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 104,354 shares of the payment services company's stock after selling 6,359 shares during the quarter. Swiss Life Asset Management Ltd's holdings in American Express were worth $34,662,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Investment Research Partners LLC bought a new stake in American Express during the third quarter worth $1,573,000. Cambria Investment Management L.P. bought a new position in shares of American Express in the 3rd quarter valued at about $708,000. Strategic Advocates LLC increased its stake in shares of American Express by 23.2% during the 3rd quarter. Strategic Advocates LLC now owns 5,376 shares of the payment services company's stock worth $1,786,000 after purchasing an additional 1,014 shares during the last quarter. KERR FINANCIAL PLANNING Corp acquired a new position in shares of American Express during the 3rd quarter worth about $122,000. Finally, ARQ Wealth Advisors LLC bought a new stake in shares of American Express in the 3rd quarter valued at about $809,000. 84.33% of the stock is currently owned by institutional investors and hedge funds.

American Express Stock Down 2.1%

American Express stock opened at $293.99 on Thursday. The company's 50-day moving average price is $339.01 and its two-hundred day moving average price is $348.31. 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 stock has a market cap of $201.86 billion, a P/E ratio of 19.10, a P/E/G ratio of 1.27 and a beta of 1.14. American Express Company has a twelve month low of $220.43 and a twelve month high of $387.49.

American Express (NYSE:AXP - Get Free Report) last issued its quarterly earnings data on Friday, January 30th. The payment services company reported $3.53 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $3.54 by ($0.01). American Express had a return on equity of 33.49% and a net margin of 15.00%.The firm had revenue of ($17,139.00) million for the quarter, compared to the consensus estimate of $18.91 billion. During the same quarter in the prior year, the firm earned $3.04 EPS. The company's revenue was up 10.5% on a year-over-year basis. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, analysts expect that American Express Company will post 15.33 EPS for the current year.

American Express Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, May 8th. Investors of record on Friday, April 3rd will be paid a $0.95 dividend. This is a boost 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 yield of 1.3%. American Express's dividend payout ratio is presently 21.31%.

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on the stock. Royal Bank Of Canada reiterated an "outperform" rating on shares of American Express in a research note on Monday. The Goldman Sachs Group restated a "buy" rating and issued a $420.00 price objective on shares of American Express in a research note on Tuesday, January 6th. Wells Fargo & Company raised their price objective on American Express from $400.00 to $425.00 and gave the company an "overweight" rating in a research report on Wednesday, December 17th. TD Cowen reiterated a "hold" rating on shares of American Express in a research note on Thursday, January 8th. Finally, Credit Suisse Group set a $328.00 target price on American Express in a report on Monday, January 12th. Nine analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of "Hold" and a consensus price target of $354.86.

Insider Transactions at American Express

In other American Express news, insider Howard Grosfield sold 8,134 shares of the 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 owned 9,433 shares in the company, valued at $3,270,704.09. This trade represents a 46.30% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Denise Pickett sold 23,385 shares of American Express stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $356.91, for a total value of $8,346,340.35. Following the sale, the insider directly owned 7,754 shares of the company's stock, valued at $2,767,480.14. This represents a 75.10% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 73,944 shares of company stock valued at $26,114,366. Corporate insiders own 0.20% of the company's stock.

Key Headlines Impacting American Express

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

• Positive Sentiment: Amid recent weakness some investors view AXP as a buy-the-dip with intact growth and shareholder returns—the company recently raised its dividend ~16% and bulls point to continued top- and bottom-line momentum. 1 Top Dividend Stock to Buy With Double-Digit Dividend and Earnings Growth
• Positive Sentiment: Some analysts and commentators call AXP an attractive dip-buy, citing continued growth, strong ROE and the company’s guidance for 2026—this support may cap downside. American Express Is An Attractive Dip Buy As Growth Continues
• Neutral Sentiment: Comparative analysis highlights Visa’s network model, cross-border strength and ecosystem investments as competitive advantages vs. AXP, underscoring sector dynamics investors should watch but not an immediate company-specific headwind. Visa vs. American Express: Which Stock Has the Better Charge?
• Neutral Sentiment: Bank of America trimmed AXP’s price target by a small amount but kept a Buy rating after February operating results; this is a minor revision rather than a negative rerating. Bank of America Sees Stable Credit Trends in American Express (AXP) Update
• Neutral Sentiment: Coverage notes and analyst commentary are mixed—some sources present conflicted views on AXP’s near-term trajectory, contributing to investor uncertainty rather than a clear directional trigger. Analysts Offer Insights on Financial Companies: American Express (AXP) and Cboe Global Markets (CBOE)
• Negative Sentiment: High-volume put option purchases point to increased short-term bearish positioning and hedging activity, which can amplify downward pressure on the stock. Stock Traders Purchase High Volume of American Express Put Options NYSE: AXP
• Negative Sentiment: BTIG issued a pessimistic forecast for AXP’s share price, adding fresh negative analyst sentiment that likely weighed on investor confidence. BTIG Research Issues Pessimistic Forecast for American Express NYSE: AXP Stock Price
• Negative Sentiment: Market commentary flagged why AXP fell more than the broader market today, summarizing the mix of negative notes and option activity as drivers of the larger decline. Here's Why American Express (AXP) Fell More Than Broader Market

About American Express

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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