Heck Capital Advisors 13F: New $1.7M Stake in AXP

Inside Heck Capital Advisors's American Express Trade

Heck Capital Advisors opened a new position in American Express Company AXP on NYSE, according to a Form 13F filing with the SEC filed on October 14, 2026. The firm acquired 5,753 shares of the credit services provider. The reported value of the stake was $1,749,488. Institutional filings are backward-looking and reflect holdings as of the end of the reporting period, so this position may not represent the investor's current holdings today.

Other Institutional Activity in American Express

Berkshire Hathaway, Inc held 151,610,700 shares worth about $47,543,598,857 after keeping its stake unchanged. Blackrock Inc. grew its holdings by 96,393 shares, ending with 42,006,392 shares worth about $13,172,784,313. Vanguard Capital Management LLC grew its holdings by 2,205,096 shares, ending with 35,215,521 shares worth about $11,043,235,101. State Street Corporation reduced its holdings by 131,523 shares, ending with 29,095,803 shares worth about $9,124,152,756. JPMORGAN CHASE & CO grew its holdings by 51,022 shares, ending with 20,459,941 shares worth about $6,416,032,823.

American Express Company Stock Up 2.0%

American Express shares recently traded around $313.07 as of October 16, 2026. The stock sits below its 50-day and 200-day moving averages.

Recent Earnings

American Express operates as an integrated payments company with strong profitability. The firm generated $70.91 billion in trailing-twelve-month revenue with earnings of $16.48 per share. The company posted a net profit margin of 16.1% and a return on equity of 34.4%. Revenue grew 12.8% year over year. The company's next earnings report is scheduled for October 23, 2026.

Dividend

American Express offers a dividend yield of 1.21% with a payout ratio of 21.5%.

Insider Buying and Selling at American Express Company

Company insiders executed several transactions prior to the filing. Officer Quinn Jessica Lieberman sold 3,032 shares on March 6, 2026, at an average price of $300.02 for a total value of $909,661. Officer Raymond D Joabar sold 40 shares on March 13, 2026, valued at $12,257. Officer Glenda G Mcneal sold 7,033 shares on June 15, 2026, at an average price of $339.36 worth $2,386,719. Officer Monique Herena sold 8,811 shares on August 18, 2026, at an average price of $337.41 worth $2,972,920.

Analysts Set New Price Targets

TD Cowen maintains a Hold rating with a target of $335.00 on October 6, 2026. RBC Capital maintains an Outperform rating with a target of $400.00 on October 9, 2026. BMO Capital initiates an Outperform rating with a target of $380.00 on October 9, 2026. Morgan Stanley maintains an Equal-Weight rating with a target of $380.00 on October 12, 2026. JP Morgan maintains an Overweight rating with a target of $360.00 on October 12, 2026. Overall, the stock carries a consensus buy rating from 25 analysts with a mean price target of $369.44.

About American Express

Headquartered in New York, American Express operates an integrated payments network spanning consumer and commercial services, international card offerings, and global merchant services. The company handles transactions across the globe through its proprietary payment network.

Bottom Line

Investors will look toward the upcoming earnings release on October 23, 2026, for fresh updates on financial performance. Future SEC filings will show whether Heck Capital Advisors maintains or adjusts this equity stake.