American Express Company

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Fund Update: New $113.5M $AXP stock position opened by River Road Asset Management, LLC - Quiver Quantitative

📊 River Road Asset Management, LLC opened a new $113.5 million position in American Express ($AXP) according to a recent SEC 13F filing.

📅 The disclosed holdings correspond to the 03-31-2026 report period available through Quiver Quantitative's FundTracker tool.

🏛️ A total of 1,234 institutional investors increased their $AXP holdings in the most recent quarter.

⬇️ Conversely, 1,342 institutional investors reduced their positions in American Express stock during the same period.

💼 Insiders have executed 17 trades in $AXP over the past six months, all of which were sales with zero purchases recorded.

🏴 Member of Congress representatives have traded $AXP shares 8 times in the last six months.

📊 Among congressional trades, there were 3 purchases and 5 sales during the specified six-month window.

🎯 Ten analysts have published price targets for $AXP over the past six months.

🤲 The median analyst price target for American Express stock is currently set at $367.50.

⚠️ Quiver Quantitative notes potential inaccuracies in these data points due to filing errors or parsing issues.

Bullish Signals
  • River Road Asset Management, LLC has opened a new $113.5M position in $AXP stock according to the latest SEC 13F filing.
  • Institutional sentiment remains positive with 1,234 institutional investors adding shares of $AXP stock to their portfolio in the most recent quarter.
Risk Factors
  • River Road Asset Management, LLC opened a new $113.5M position in AXP, but this is based on 13F filings for the 03-31-2026 report period which may not reflect real-time market conditions or immediate future performance.
  • While institutional investors have added shares, there are more decreases than additions, with 1,342 institutions reducing their positions compared to only 1,234 adding shares in the most recent quarter.
  • $AXP insiders have sold shares on the open market 17 times in the past 6 months, with zero purchases during that period, signaling potential confidence issues among management.
  • Members of Congress have engaged in more stock sales than purchases for AXP, with 5 sales versus only 3 purchases in the last 6 months.
  • Analyst price targets may be unreliable due to potential filing errors by funds or parsing errors affecting the reported data, casting doubt on analyst consensus accuracy.
Full Analysis
River Road Asset Management, LLC recently disclosed a new $113.5 million position in AXP stock through an SEC 13F filing for the period ending March 31, 2026. This institutional activity is set against broader trends where 1,234 institutional investors have added shares to their portfolios while 1,342 have decreased their positions in the most recent quarter. The filing reflects ongoing shifts in how major capital allocators view American Express's equity relative to peers within the financial services sector. Insider trading activity for AXP stock has been predominantly net negative over the last six months, with company insiders executing 17 trades consisting entirely of sales and no purchases during that window. Conversely, members of Congress have traded AXP shares 8 times in the same period, resulting in a mixed record with 3 purchases and 5 sales. These trading patterns provide additional context to the stock's liquidity and sentiment surrounding corporate governance and executive compensation discussions. Analyst coverage remains active with 10 different firms having issued price targets for AXP within the last six months. The median analyst price target is currently set at $367.5, which suggests a range of valuation expectations among institutional research desks. While specific individual targets from the latest filings may vary due to potential filing errors or parsing anomalies noted in the report, the aggregate data indicates sustained analytical interest in the stock's near-term performance and growth prospects.