American Express (NYSE:AXP) Insider Sells $2,820,301.82 in Stock
American Express (NYSE:AXP) insider Howard Grosfield recently sold 8,134 shares of the company's stock for over $2.8 million, reducing his position by 46.30%. The sale occurred on February 12th at an average price of $346.73 per share. This transaction, disclosed in an SEC filing, reduced Grosfield's total holdings to 9,433 shares valued at approximately $3.27 million.
Mastercard Balances Truist Open Banking Growth With Interchange Fee Pressure
Mastercard's recent activities highlight a dual narrative of growth in open banking and persistent legal challenges regarding interchange fees. Truist Financial's integration of Mastercard's open finance technology demonstrates the company's expansion into data connectivity, which is seen as a key growth driver. However, ongoing legal disputes with major US retailers over interchange fees introduce regulatory risk that could impact Mastercard's core payments business.
Cost Pressure or Merchant Solutions Power Play? GPN Heads Into Q4
Global Payments Inc. (GPN) is set to report its fourth-quarter 2025 results on February 18, 2026, with analysts expecting a year-over-year increase in both earnings and revenues. While the company's Merchant Solutions and Issuer Solutions segments are projected to show growth, increased operating costs are anticipated to partially offset profit expansion. The article also provides a brief overview of the recent performance of other payment industry players like American Express, Mastercard, and Visa.
Is Synchrony Financial (SYF) Offering An Opportunity After Recent Share Price Pullback?
Synchrony Financial (SYF) has experienced recent share price declines, presenting a potential opportunity for investors. Analysis using the Excess Returns model and Price vs. Earnings suggests that the stock is currently undervalued by approximately 54.0% and is trading below its company-specific Fair Ratio of 15.8x. The article also presents bull and bear case Narratives with varying fair value estimates, encouraging investors to consider their own views on future growth, margins, and risk.
Longbow Finance SA Has $11.05 Million Holdings in American Express Company $AXP
Longbow Finance SA increased its stake in American Express Company by 17.7% in the third quarter, holding shares worth $11.05 million. Other institutional investors also adjusted their positions in the company. American Express provided positive 2026 EPS guidance and continues to see strong card spending, though it has experienced some insider selling and mixed analyst ratings.
Public Sector Pension Investment Board Increases Stock Position in American Express Company $AXP
The Public Sector Pension Investment Board increased its stake in American Express Company (AXP) by 1.2% in the third quarter, bringing its total holdings to 276,091 shares valued at $91.7 million. This move is part of a broader trend of institutional investors modifying their positions in American Express, which analysts currently rate as a "Hold" with a consensus target price of $354.78. Recent insider selling by executives Anna Marrs and Ravikumar Radhakrishnan has also been noted, totaling over $23 million in sales.
American Express Company $AXP is Cookson Peirce & Co. Inc.'s 9th Largest Position
Cookson Peirce & Co. Inc. recently reduced its stake in American Express Company (NYSE:AXP) by 3.1%, making it their 9th largest holding. Institutional investors collectively own 84.33% of AXP, with several firms adjusting their positions, and analysts providing varied price targets and ratings. The company recently reported its Q4 earnings, missing consensus estimates slightly, but provided strong FY 2026 EPS guidance and announced a quarterly dividend.
Capital One Business Credit Card Requirements: What You Need to Qualify
This article outlines the estimated Capital One business credit card requirements, including credit scores, basic eligibility, and necessary business and personal information. It details the application process, factors affecting approval, and strategies to increase approval chances, such as checking credit and using pre-approval tools. The piece also highlights the Spark Classic as the easiest Capital One business card to qualify for and suggests alternatives like secured business credit cards.
AXP Q4 Deep Dive: Premium Card Strategy and Product Investments Shape Outlook
American Express (AXP) missed Wall Street's revenue and non-GAAP profit expectations in Q4 CY2025, but robust customer engagement and card fee growth were noted. The company's strategy is focused on premium products, especially the U.S. platinum card, and significant investments in technology to drive future growth. Management expressed confidence in continued momentum from their premium card strategy, targeting sustained growth through increased engagement from younger cardholders and international market strength.
5 Must-Read Analyst Questions From American Express's Q4 Earnings Call
American Express's Q4 earnings fell short of expectations, attributed by management to strategic investments in premium products and ongoing global product refreshes. Despite the financial miss, CEO Stephen Squeri highlighted strong customer demand, engagement, and credit quality. The article focuses on key analyst questions from the earnings call, covering topics like the impact of the shift to premium products, competitive landscape in commercial services, and the effect of product refreshes on customer engagement.
SPS Commerce Appoints New Independent Directors to the Board
SPS Commerce, Inc. has appointed Michael McConnell and Fumbi Chima as independent directors to its Board, effective immediately, following a cooperation agreement with Anson Funds. McConnell rejoins the Board and will be on the Finance & Strategy Committee, while Chima, a new appointee, will join the Audit Committee. These appointments are part of an ongoing Board refreshment strategy, and concurrently, the company announced an increase in its share repurchase authorization to $300 million.
Trupanion (NASDAQ:TRUP) Posts Q4 CY2025 Sales In Line With Estimates
Trupanion (NASDAQ:TRUP) reported Q4 CY2025 sales of $376.9 million, meeting Wall Street's revenue expectations with an 11.7% year-on-year increase. However, its GAAP profit of $0.13 per share missed analyst estimates by 19.6%. The company's revenue growth has an impressive five-year compounded annual growth rate of 23.4%, although its two-year annualized growth is slightly lower at 13.9%.
Chubb Ltd stock hits all-time high at 335.59 USD
Chubb Ltd's stock has reached an all-time high of $335.59, reflecting a 25.78% increase over the past year and underscoring strong market performance. The company boasts a significant market capitalization of $131.2 billion and a "GREAT" financial health score, with investor confidence further bolstered by 33 consecutive years of dividend payments. Analysts remain optimistic about Chubb's future growth, having recently adjusted price targets upward based on strong premium growth, underwriting margins, and net investment income.
Final Trades: American Express, Spotify, Linde and Devon Energy
The article features the "Final Trades" segment from the Halftime Report, highlighting top stock picks for the second half of the year from an investment committee. The companies mentioned are American Express, Spotify, Linde, and Devon Energy. The brief content indicates that experts are sharing their recommendations for these specific stocks.
COF vs. SYF: Which Credit Card Lender Offers More Upside?
This article compares Capital One (COF) and Synchrony Financial (SYF), two major players in consumer lending, to determine which offers more upside. Capital One, with its diversified approach and strategic acquisitions like Discover, aims for broader market dominance, while Synchrony Financial focuses on niche private-label and co-branded cards through strong retailer partnerships. While both face challenges from potential credit card interest rate caps, Capital One appears better positioned for long-term growth due to its larger scale and acquisition strategy, despite Synchrony's strong niche profitability.
Score as High as $250 Cash-Back With Amex Blue Cash Preferred’s Welcome Offer
American Express is offering targeted welcome bonuses for the Blue Cash Preferred Card, with some applicants potentially receiving up to $250 cash-back after meeting spending requirements. The article details how to check for these personalized offers without affecting one's credit score and outlines the card's benefits, including high cash-back rates on groceries, streaming, and gas. It also compares the card to others, highlighting its value for everyday household spending.
Varma Mutual Pension Insurance Co Increases Stake in American Express Company $AXP
Varma Mutual Pension Insurance Co increased its stake in American Express Company by 22.0% during the third quarter, now owning 113,635 shares valued at $37.745 million. Other hedge funds also adjusted their positions in AXP, which recently announced a quarterly dividend of $0.82 per share. Insider selling activity was noted, with executives divesting a total of 65,810 shares worth over $23 million in the last three months.
Sabre, PayPal, and Mindtrip partner to deliver the industry's first end-to-end agentic AI experience for travel
Sabre, PayPal, and Mindtrip have formed a strategic partnership to launch an end-to-end agentic AI travel experience in Q2 2026. This collaboration integrates Mindtrip's conversational AI platform, PayPal's digital wallet and Pay Later options, and Sabre's enterprise travel technology (Sabre Mosaic). The platform aims to simplify travel planning, booking, and post-booking management into a single, seamless, and intelligent flow, initially supporting flights with hotels to follow.
American Express Company (AXP) Anticipates a Strong 2026 Profit as Affluent Spending Continues
American Express (AXP) projects strong revenue growth of 9% to 10% and earnings per share of $17.30 to $17.90 for 2026, driven by continued affluent consumer spending. The company's fourth-quarter billed business increased by 9% to $445.1 billion, with revenue up 10% to $18.98 billion. Despite potential market concerns about a proposed credit card interest rate restriction, analysts believe it has a low chance of success.
Highwoods Properties, Inc. (NYSE:HIW) Q4 2025 Earnings Call Transcript
Highwoods Properties, Inc. discussed its Q4 2025 earnings, reporting solid financial performance with FFO of $0.90 per share and full-year FFO of $3.48 per share. The company is optimistic about the next few years due to strong Sunbelt market fundamentals, limited new supply, and an anticipated increase in NOI and earnings from occupancy gains and development stabilization. Highwoods also highlighted its strategic capital recycling, including significant acquisitions and dispositions, aimed at enhancing long-term growth and portfolio quality.
Krilogy Financial LLC Makes New Investment in American Express Company $AXP
Krilogy Financial LLC has made a new investment in American Express Company, purchasing 5,948 shares valued at approximately $2.18 million. This comes as various other institutional investors have also adjusted their holdings in American Express. The article also provides details on American Express's stock performance, recent earnings, dividend announcement, and analyst ratings, alongside insider trading information.
3 Reasons We’re Fans of American Express (AXP)
American Express (AXP) has significantly outperformed the S&P 500, with its stock surging 173% over the past five years. The article highlights three key reasons for this positive outlook: impressive annualized revenue growth of 16.4% over five years, outstanding long-term EPS growth of 32.6% compounded annually, and a strong increase in tangible book value per share (TBVPS), which grew 21% annually over the last two years. These factors indicate strong operational performance and profitability, making AXP a "cream-of-the-crop financials company."
Illinois Municipal Retirement Fund Has $17.75 Million Stake in American Express Company $AXP
The Illinois Municipal Retirement Fund increased its stake in American Express Company (AXP) by 11.4% to 53,446 shares, valued at $17.75 million. This move is part of broader institutional interest, with major investors like Norges Bank, Laurel Wealth Advisors, Geode Capital Management, Ameriprise Financial, and Provident Trust Co. also significantly boosting their holdings. Overall, institutional investors now own approximately 84.33% of AmEx's stock.
3 Reasons We're Fans of American Express (AXP)
American Express (AXP) has significantly outperformed the S&P 500, with its stock surging 173% over the past five years. The article highlights three key reasons for this positive outlook: strong annualized revenue growth of 16.4%, outstanding long-term EPS growth of 32.6%, and an increasing tangible book value per share (TBVPS) reflecting a robust asset base. While the stock trades at 20.7x forward P/E, the report suggests further investigation into its comprehensive research.
Unilever PLC Shares Rise as Q4 and Full-Year 2025 Results Are Released
Unilever PLC shares rose 1.45% following the announcement of its Q4 and full-year 2025 results. The company reported underlying sales growth of 3.5% for the year, an underlying operating margin of 20.0%, and completed a €1.5 billion share buyback program. Strategic moves included the demerger of its Ice Cream business and focusing on "Power Brands," with guidance for 2026 sales growth between 4% and 6%.
6 Things to Know Before Flying Emirates First Class
This article outlines six essential tips for travelers flying Emirates first class, covering booking with points, understanding different aircraft experiences (Airbus A380 vs. Boeing 777), complimentary chauffeur service, on-demand dining, spa treatments in the Dubai lounge, and luggage considerations. It emphasizes that while the experience is luxurious, travelers should be aware of the specific perks offered by different aircraft and the lack of overhead storage.
AmEx's Q4 Earnings Miss Isn't the Whole Story: Should You Buy or Sell?
American Express (AXP) saw its shares rise despite narrowly missing Q4 2025 earnings expectations, driven by strong customer engagement and resilient premium spending. The company's integrated payments model and focus on affluent customers help insulate it from macroeconomic pressures and potential regulatory changes, like the proposed credit-card interest rate cap. While AXP stock has outperformed peers over the past year, its current valuation premium and proximity to average price targets suggest a limited near-term upside, leading Zacks to assign a Hold rating.
AmEx's Q4 Earnings Miss Isn't the Whole Story: Should You Buy or Sell?
American Express (AmEx) shares rose 1.3% after its Q4 2025 earnings narrowly missed expectations, buoyed by strong customer engagement and resilient premium spending. Despite macroeconomic headwinds, AmEx's affluent customer base and integrated payments model are driving sustained growth and profitability, outperforming competitors like Visa and Mastercard. While the stock currently trades at a premium valuation and near its average price target, analysts suggest a "Hold" rating, advising investors to await a more attractive entry point.
American Express Company $AXP Shares Sold by Rhumbline Advisers
Rhumbline Advisers recently reduced its stake in American Express Company (NYSE:AXP) by 1.1% in the third quarter, selling 11,296 shares. Despite this, many other institutional investors increased their holdings, and 84.33% of the stock is owned by institutional investors and hedge funds. The article also provides a summary of recent AXP news, including positive sentiment from an NBA partnership extension and analyst reports, alongside negative sentiment from insider stock sales.
The 4 Most Underrated Amex Platinum Perks
The American Express Platinum Card, despite its high annual fee, offers several underrated perks beyond its well-known travel benefits. These include extended warranties on eligible purchases, a no-annual-fee Companion Card for authorized users, valuable Walmart+ benefits like gas discounts and streaming services, and robust purchase protection against loss, damage, or theft. These lesser-known benefits can significantly enhance the card's value and save cardholders substantial money.
Capital One Crowns Credit Kingdom: $5.15 Billion Brex Deal Seals Status as America’s Largest Card Issuer
Capital One has acquired fintech unicorn Brex for $5.15 billion, solidifying its position as America's largest credit card issuer by loan volume and gaining a significant technological edge in AI-native business finance. This acquisition, coupled with its earlier merger with Discover Financial Services, creates a "closed-loop" model for Capital One, allowing it to control software, banking, and payment networks. The deal represents a strategic leap into "agentic finance," utilizing AI agents for autonomous financial workflows, and positions Capital One to redefine the financial market.
Capital One Crowns Credit Kingdom: $5.15 Billion Brex Deal Seals Status as America’s Largest Card Issuer
Capital One has acquired fintech company Brex for $5.15 billion, cementing its position as the largest credit card issuer in the U.S. and gaining a significant technological advantage in AI-native business finance. This acquisition, combined with Capital One's earlier merger with Discover Financial Services, creates a "closed-loop" model that integrates software, banking, and a payment network, posing a substantial challenge to competitors like American Express and JPMorgan Chase. The deal signifies a strategic shift in the financial industry, emphasizing the importance of proprietary algorithms and AI capabilities over traditional banking assets.
Earn up to 6% Back at U.S. Supermarkets: The Best Amex Cards This Week, Feb. 11, 2026
This article identifies the best American Express cards for earning rewards on U.S. supermarket purchases in February 2026, with some offering up to 6% cash back. It details several Amex cards, including the Blue Cash Preferred, American Express Gold Card, Blue Cash Everyday, American Express Platinum Card, and The Business Platinum Card, outlining their rewards programs, welcome offers, annual fees, and credit score requirements. The piece emphasizes matching a card's benefits to individual spending habits and budgets to maximize value.
Caprock Group LLC Acquires New Position in American Express Company $AXP
Caprock Group LLC initiated a new position in American Express Company (NYSE:AXP) by purchasing 23,531 shares valued at approximately $7.796 million in the third quarter. This move comes as other institutional investors have adjusted their holdings, with Nordea Investment Management AB, ZEGA Investments LLC, and Sumitomo Mitsui Trust Group Inc. all making significant changes. Despite some recent insider selling totaling over $17 million, analysts maintain a "Hold" consensus rating with a target price of $354.78.
Amex adds USA Basketball, Take-Two Media to NBA partnership
American Express has renewed and expanded its long-standing partnership with the NBA, continuing as the official payment partner. The expanded multi-year deal includes increased investment in the WNBA and G League, and adds USA Basketball and Take-Two Media, along with new activations and exclusive perks for Amex customers. This collaboration aims to deliver enhanced fan experiences and access through various platforms.
Does Synchrony (SYF) Monthly Credit Updates Deepen Investor Trust in Its Risk Profile Story?
Synchrony Financial recently released its monthly charge-off and delinquency statistics and participated in a financial services conference, aiming to provide greater transparency on its credit quality trends. While these monthly updates enhance short-term visibility, they don't fundamentally alter the company's core investment narrative, which revolves around benefiting from digital payments growth and managing credit risk responsibly. Investors need to consider how this increased transparency interacts with existing analyst outlooks, especially concerning digital adoption and competition from fintech companies.
American Express Deepens NBA Ties To Support Premium Card Growth
American Express has renewed and expanded its multi-year partnership with the NBA, including deeper ties with the WNBA and USA Basketball, to enhance premium card member engagement and brand visibility. This strategic move aims to reinforce card loyalty amidst stiff competition and attract younger demographics through integrated basketball-centric experiences and digital platforms. Investors will be watching if this increased spending on sponsorships translates into stronger card fee income, higher billed business, and improved cross-sell into its premium portfolio.
Advisors Asset Management Inc. Cuts Stock Holdings in American Express Company $AXP
Advisors Asset Management Inc. reduced its stake in American Express Company (NYSE:AXP) by 4.4% in the third quarter, selling 4,972 shares and now owning 109,219 shares valued at $36.28 million. Despite this reduction, several other institutional investors increased their holdings, with Norges Bank acquiring a new position worth $1.9 billion. The article also highlights recent positive and negative sentiments impacting American Express, including extended partnerships with the NBA, modest price target reductions by analysts, and significant insider stock sales.
American Express chief legal officer sells $4.59 million in stock
Laureen Seeger, Chief Legal Officer of American Express (NYSE: AXP), sold 12,737 shares of common stock for $4.59 million, at a weighted average price of $360.99 per share. Following this transaction, Seeger directly holds 9,001.577 shares. This sale comes after American Express reported Q4 2025 earnings that slightly missed EPS expectations but exceeded revenue forecasts, and announced new note issuances and a renewed partnership with the NBA.
American Express issues $3.5 billion in new notes across multiple maturities
American Express (NYSE: AXP) has issued $3.5 billion in new notes across various maturities, including fixed-to-floating rates due in 2029 and 2032, floating rate notes due in 2029, and subordinated notes due in 2041. This move comes as the financial services giant, with a $249.33 billion market cap, carries $63.9 billion in total debt. The company recently reported Q4 2025 earnings, missing EPS but exceeding revenue expectations, and renewed its partnership with the NBA.
American Express renews NBA pact, expands WNBA support
American Express has renewed its multiyear partnership with the NBA, significantly increasing its investment in the WNBA and adding USA Basketball, including the men's and women's national teams and NBA Take-Two Media, to the sponsorship. The company will be the entitlement partner for NBA Tip-Off and NBA G League Tip-Off, a presenting partner for content across various social channels, and the title partner for NBC and Peacock's NBA halftime show, "American Express At the Half." A connected member program with NBA ID will also be launched.
American Express Renews Multi-Year Agreement with NBA
American Express has renewed its multi-year agreement with the NBA, including investments in the WNBA and USA Basketball, to enhance brand visibility and customer loyalty. The company recently reported a 10% year-over-year revenue growth in Q4, exceeding analyst estimates, and anticipates continued strong growth for the full year. Despite some analyst downgrades on price targets, AXP shares show strong long-term market performance, trading above key moving averages, and the company is actively exploring new payment technologies like stablecoins to attract younger demographics.
Mastercard Agent Suite Puts AI At Center Of Customer Operations
Mastercard has introduced Agent Suite, a new offering of AI-driven services designed to integrate agentic AI into customer operations for banks, merchants, and enterprises. This initiative aims to enhance payment flows, customer personalization, and enterprise decision support, positioning Mastercard's AI tools closer to daily operational use. The launch raises questions for investors about its impact on product mix, client retention, and competitive dynamics within the financial services sector, particularly given the focus on privacy and responsible AI practices.
American Express renews NBA partnership, adds USA Basketball
American Express has renewed and expanded its multiyear partnership with the NBA, now including USA Basketball and NBA Take-Two Media. This agreement maintains American Express as the Official Payment Partner across NBA, WNBA, and NBA G League, introducing new components like entitlement partner for NBA Tip-Off events and title partner for NBC and Peacock’s NBA halftime show, "American Express At the Half." The company's stock trades at $359.66 with a P/E ratio of 23.35, and it reported $66.97 billion in revenue over the last twelve months, supporting such strategic ventures.
NBA and American Express Announce Multiyear Partnership Extension
American Express and the NBA have renewed their multiyear partnership, extending Amex's role as the Official Payment Partner across the NBA, WNBA, NBA G League, USA Basketball, and NBA Take-Two Media. The expanded deal will introduce new fan experiences, exclusive content, and perks for American Express Card Members and NBA ID members. This includes fast pass lanes at marquee events, merchandise discounts, Amex Reserved Tickets, and reimagined NBA2K in-game perks.
NBA and American Express Announce Multiyear Partnership Extension
American Express and the NBA have announced a multiyear extension of their partnership, expanding it to include USA Basketball and NBA Take-Two Media, along with increased investment in the WNBA. The renewed deal will offer new fan experiences, American Express Card Member perks, and connected membership benefits through NBA ID, enhancing engagement across various league platforms. Key features include exclusive access at events, merchandise discounts, reimagined NBA2K in-game perks, and "Jersey Assurance" for Card Members.
American Express price target lowered to $393 from $400 at Evercore ISI
Evercore ISI analyst John Pancari lowered the price target for American Express (AXP) to $393 from $400, while maintaining an "In Line" rating on the shares. This adjustment follows the company's Q4 earnings report and a revision of EPS estimates by the firm. The article also notes similar price target reductions by other firms like UBS, Truist, and JPMorgan.
Amex Is the Latest to Change the Entry Rules for Its Centurion Airport Lounges—Here’s What to Know
American Express is implementing new restrictions for its Centurion Airport Lounges starting July 8 due to overcrowding. These changes include requiring all guests to be on the same departing flight as the cardmember and limiting layover access to five hours before departure. This reflects a broader trend among credit card issuers to manage lounge congestion amidst increased demand.
BTIG Adjusts Price Target on Tyler Technologies to $470 From $560, Maintains Buy Rating
BTIG has revised its price target for Tyler Technologies (TYL) to $470, down from the previous $560, while reiterating a Buy rating on the stock. This adjustment comes amidst other analyst actions on the company. The article also provides an overview of recent news regarding Tyler Technologies, including share buyback announcements and acquisition details.
New York Life Investment Management LLC Sells 3,558 Shares of American Express Company $AXP
New York Life Investment Management LLC reduced its stake in American Express Company by 4.3%, selling 3,558 shares and leaving it with 79,325 shares valued at $26.35 million. This occurred alongside significant insider sales from Anna Marrs and Denise Pickett, who each cut their holdings by more than 50%. Despite mixed analyst ratings and a consensus "Hold" target, American Express reported slight EPS underperformance but strong revenue growth and positive FY 2026 EPS guidance.
