Wealthfront Advisers LLC Has $32.37 Million Position in American Express Company $AXP

Key Points

• Wealthfront Advisers LLC raised its stake in American Express by 5.2% in Q4 to 87,504 shares (an additional 4,334 shares), valued at about $32.37 million.
• American Express beat quarterly EPS estimates ($4.28 vs. $4.01) with revenue of $14.22 billion (up 11.4% year‑over‑year), set FY2026 guidance of $17.30–$17.90 EPS (consensus ~17.6), and increased its quarterly dividend to $0.95 ($3.80 annual, ~1.2% yield).
• Analyst sentiment is mixed: the consensus rating is "Hold" with an average price target of $361.05 (8 Buys, 13 Holds, 1 Sell), and institutional investors own roughly 84.3% of the stock.

Wealthfront Advisers LLC increased its stake in shares of American Express Company (NYSE:AXP) by 5.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 87,504 shares of the payment services company's stock after purchasing an additional 4,334 shares during the quarter. Wealthfront Advisers LLC's holdings in American Express were worth $32,372,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Valley Wealth Managers Inc. raised its position in American Express by 153.3% during the third quarter. Valley Wealth Managers Inc. now owns 76 shares of the payment services company's stock valued at $25,000 after acquiring an additional 46 shares in the last quarter. Manning & Napier Advisors LLC bought a new position in American Express during the third quarter valued at approximately $27,000. Guerra Advisors Inc bought a new position in American Express during the third quarter valued at approximately $28,000. Measured Wealth Private Client Group LLC bought a new position in American Express during the third quarter valued at approximately $28,000. Finally, Torren Management LLC bought a new position in American Express during the fourth quarter valued at approximately $32,000. Institutional investors own 84.33% of the company's stock.

Analyst Ratings Changes

Several brokerages recently weighed in on AXP. UBS Group reaffirmed a "neutral" rating and set a $395.00 price objective on shares of American Express in a research report on Wednesday, February 4th. Bank of America raised their price objective on shares of American Express from $381.00 to $387.00 and gave the company a "buy" rating in a research report on Friday. The Goldman Sachs Group reaffirmed a "buy" rating on shares of American Express in a research report on Tuesday. Weiss Ratings lowered shares of American Express from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Wednesday, April 15th. Finally, Wells Fargo & Company cut their price objective on shares of American Express from $425.00 to $415.00 and set an "overweight" rating on the stock in a research report on Thursday, April 9th. Eight analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, American Express currently has a consensus rating of "Hold" and an average target price of $361.05.

American Express Trading Up 1.5%

NYSE:AXP opened at $318.89 on Tuesday. American Express Company has a 12 month low of $257.21 and a 12 month high of $387.49. The firm has a market cap of $217.59 billion, a price-to-earnings ratio of 19.89, a P/E/G ratio of 1.28 and a beta of 1.13. The company has a quick ratio of 1.56, a current ratio of 1.57 and a debt-to-equity ratio of 1.73. The company's 50 day moving average is $313.26 and its 200-day moving average is $344.48.

American Express (NYSE:AXP - Get Free Report) last released its quarterly earnings results on Thursday, April 23rd. The payment services company reported $4.28 EPS for the quarter, beating analysts' consensus estimates 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 analyst estimates of $18.60 billion. During the same quarter last year, the firm posted $3.64 earnings per share. The company's quarterly revenue was up 11.4% compared to the same quarter last year. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Equities analysts anticipate that American Express Company will post 17.6 EPS for the current year.

American Express Increases Dividend

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

Insider Activity at American Express

In other 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 value of $5,348,700.00. Following the sale, 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 sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider Denise Pickett sold 23,385 shares of the firm's stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $356.91, for a total transaction of $8,346,340.35. Following the completion of the sale, the insider owned 7,754 shares in the company, valued at approximately $2,767,480.14. The trade was a 75.10% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 73,944 shares of company stock worth $26,114,366. Insiders own 0.14% of the company's stock.

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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