Capital Investment Advisors 13F: Adds $2.8M to AXP Stake

Capital Investment Advisors boosted its holdings in American Express Company AXP by 9,178 shares, growing its stake 5.2% to a total of 183,587 shares. That position carried a reported value of $55,828,780 at the time of the filing on October 22, 2026.

AXP American Express Company

$312.78 ▼ -15.33% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Capital Investment Advisors's American Express Position

The firm expanded its portfolio exposure to the credit services provider during the period, lifting its share count from 14,409 to 183,587 shares.

Other Institutional Activity in American Express

Other major investors have also adjusted their positions in the credit services provider recently. Heck Capital Advisors acquired 5,753 shares worth about $1,749,488. Ninety One SA (Pty) picked up 2,486 shares valued at roughly $762,407. Mirae Asset Securities secured 50,313 shares worth about $15,300,183. Sei Investments grew its holdings by 19,071 shares, ending with 271,525 shares worth about $92,465,125. First Eagle Investment Management grew its holdings by 22,782 shares, ending with 1,662,628 shares worth about $562,383,921.

American Express Company Stock Down 3.2%

American Express shares recently traded around $313.20 as of October 24, 2026, sitting about 3.7% below the $325.17 close recorded on the October 22 filing date. The stock moves within a 52-week range of $290.97 to $387.49.

Recent Earnings

American Express operates as an integrated payments company across consumer and commercial services. The business generated $70,912,994,424 in trailing twelve month revenue alongside earnings of $16.48 per share.

Dividend

American Express pays an annual dividend rate of $3.80 per share, giving it a dividend yield of 1.17% with a payout ratio of 21.5%.

Insider Buying and Selling at American Express Company

Company insiders have transacted in the stock over recent months. Officer Quinn Jessica Lieberman sold 3,032 shares on March 6 at an average price of $300.02. Officer Raymond D Joabar sold 40 shares on March 13. Officer Glenda G Mcneal sold 7,033 shares on June 15 at an average price of $339.36. Officer Monique Herena sold 8,811 shares on August 18 at an average price of $337.41.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock ahead of the filing. On October 6, TD Cowen maintained a Hold rating with a target of $335.00. On October 9, RBC Capital maintained an Outperform rating with a target of $400.00. On October 9, BMO Capital initiated an Outperform rating with a target of $380.00. On October 12, Morgan Stanley maintained an Equal-Weight rating with a target of $380.00. On October 12, JP Morgan maintained an Overweight rating with a target of $360.00. Overall, analysts hold a consensus buy rating on the stock with a mean price target of $369.44 across 25 opinions.

About American Express

American Express Company operates as a global payments and travel services company, connecting consumers and businesses with merchants through its proprietary network and card products. The company serves clients globally across consumer, commercial, and merchant services segments.

Bottom Line

Institutional filings like this one provide a look at where major asset managers are placing their bets. Investors will monitor upcoming earnings reports and analyst revisions to gauge whether the credit services provider can reach its consensus price targets.