Dec 15, 2025 • Investing.com
SOMEWHAT-BULLISH
Horizon Kinetics buys Texas Pacific Land (TPL) share at $880
Horizon Kinetics Asset Management LLC recently purchased one share of Texas Pacific Land Corp (NYSE:TPL) for $880.88, increasing its total holdings to 1,162,585 shares. This transaction follows Texas Pacific Land Corporation's Q3 2025 earnings miss and an announcement of a three-for-one stock split effective December 22, 2025. KeyBanc also initiated coverage on the company with an Overweight rating and a $1,050 price target.
Dec 15, 2025 • MarketBeat
SOMEWHAT-BULLISH
Neville Rodie & Shaw Inc. Grows Holdings in American Express Company $AXP
Neville Rodie & Shaw Inc. increased its stake in American Express Company (NYSE:AXP) by 23.2% in the third quarter, now owning 51,810 shares valued at $17.21 million. This makes American Express its 21st largest holding, representing 1.2% of its investment portfolio. Other institutional investors also adjusted their positions, and Wall Street analysts have issued various ratings and price targets, with the company currently holding a consensus "Hold" rating and a target price of $332.65.
Dec 15, 2025 • MarketBeat
NEUTRAL
Rydar Equities Inc. Acquires New Holdings in American Express Company $AXP
Rydar Equities Inc. has acquired a new stake of 5,410 shares in American Express (AXP), valued at approximately $1.726 million, making it their 25th largest holding. This comes as American Express beat EPS estimates but missed revenue expectations and provided FY2025 guidance. Insider selling has also occurred, with CMO Elizabeth Rutledge selling 50,000 shares worth over $18 million.
Dec 15, 2025 • MarketBeat
NEUTRAL
Corient Private Wealth LLC Has $259.69 Million Stake in American Express Company $AXP
Corient Private Wealth LLC has reduced its stake in American Express Company (AXP) by 13.3% in Q2, bringing its total holdings to 814,115 shares valued at approximately $259.69 million. Despite this reduction, institutional investors collectively own about 84.33% of AXP, while the company reported better-than-expected Q3 EPS of $4.14 but missed revenue estimates at $17.14 billion. Analysts generally have a "Hold" rating on AXP, with a consensus target price of $332.65, while significant insider selling has also been noted.
Dec 15, 2025 • MarketBeat
SOMEWHAT-BULLISH
Caldwell Trust Co Takes Position in American Express Company $AXP
Caldwell Trust Co has acquired a new position in American Express Company (NYSE:AXP) during the second quarter, purchasing 17,531 shares valued at approximately $5,592,000. American Express has received a consensus "Hold" rating from analysts with an average target price of $332.65, and recent insider selling has also been reported. The company reported strong Q3 earnings, beating consensus estimates with $4.14 EPS on revenues of $17.14 billion.
Dec 15, 2025 • MarketBeat
SOMEWHAT-BULLISH
Howmet Aerospace Inc. $HWM Stock Position Cut by Castleark Management LLC
Castleark Management LLC significantly reduced its stake in Howmet Aerospace Inc. ($HWM) by selling 48,260 shares, cutting its position by 76.8%. Despite this, large institutions like Norges Bank and JPMorgan Chase & Co. increased their holdings, leading to institutional investors owning approximately 90.46% of HWM. Howmet Aerospace recently reported strong Q3 earnings, beating EPS estimates and showing 13.8% revenue growth, and analysts maintain a "Moderate Buy" rating for the stock.