American Express Company $AXP Position Boosted by Fiera Capital Corp

Fiera Capital Corp increased its holdings in American Express Company (NYSE:AXP) by 69.8% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 117,555 shares of the payment services company’s stock after purchasing an additional 48,343 shares during the quarter. Fiera Capital Corp’s holdings in American Express were worth $39,047,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in the business. Brighton Jones LLC lifted its position in shares of American Express by 24.4% during the 4th quarter. Brighton Jones LLC now owns 6,481 shares of the payment services company’s stock valued at $1,924,000 after acquiring an additional 1,273 shares during the last quarter. Sivia Capital Partners LLC raised its position in shares of American Express by 13.0% during the second quarter. Sivia Capital Partners LLC now owns 1,738 shares of the payment services company’s stock worth $554,000 after purchasing an additional 200 shares during the period. Schnieders Capital Management LLC. purchased a new stake in shares of American Express during the second quarter valued at $428,000. Bleakley Financial Group LLC boosted its position in shares of American Express by 26.6% in the 2nd quarter. Bleakley Financial Group LLC now owns 15,791 shares of the payment services company’s stock valued at $5,037,000 after purchasing an additional 3,321 shares during the period. Finally, FSM Wealth Advisors LLC increased its stake in American Express by 121.1% in the 2nd quarter. FSM Wealth Advisors LLC now owns 1,720 shares of the payment services company’s stock worth $555,000 after purchasing an additional 942 shares in the last quarter. 84.33% of the stock is currently owned by institutional investors.

American Express Stock Up 1.0%

AXP stock opened at $345.99 on Friday. The company has a 50 day moving average of $364.00 and a two-hundred day moving average of $348.09. The company has a market cap of $237.56 billion, a price-to-earnings ratio of 22.48, a PEG ratio of 1.45 and a beta of 1.14. American Express Company has a 12-month low of $220.43 and a 12-month high of $387.49. The company has a quick ratio of 1.58, a current ratio of 1.59 and a debt-to-equity ratio of 1.68.

American Express (NYSE:AXP) last posted its quarterly earnings results on Friday, January 30th. The payment services company reported $3.53 earnings per share for the quarter, missing analysts’ consensus estimates of $3.54 by ($0.01). American Express had a return on equity of 33.49% and a net margin of 15.00%.The company had revenue of ($17,139.00) million during the quarter, compared to analyst estimates of $18.91 billion. During the same period last year, the company posted $3.04 earnings per share. The company’s revenue was up 10.5% compared to the same quarter last year. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. On average, equities analysts anticipate that American Express Company will post 15.33 earnings per share for the current fiscal year.

American Express Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, February 10th. Stockholders of record on Friday, January 2nd were paid a dividend of $0.82 per share. The ex-dividend date of this dividend was Friday, January 2nd. This represents a $3.28 dividend on an annualized basis and a dividend yield of 0.9%. American Express’s dividend payout ratio (DPR) is 21.31%.

Analyst Upgrades and Downgrades

A number of analysts have commented on AXP shares. Weiss Ratings raised shares of American Express from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, December 29th. Wolfe Research initiated coverage on shares of American Express in a report on Monday, December 8th. They set a “peer perform” rating on the stock. TD Cowen reaffirmed a “hold” rating on shares of American Express in a research note on Thursday, January 8th. Truist Financial lowered their price objective on shares of American Express from $420.00 to $400.00 and set a “buy” rating on the stock in a research report on Monday, February 2nd. Finally, The Goldman Sachs Group restated a “buy” rating and issued a $420.00 target price on shares of American Express in a report on Tuesday, January 6th. Nine investment analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $352.73.

Insider Transactions at American Express

In related news, insider Ravikumar Radhakrishnan sold 15,000 shares of the business’s stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $356.58, for a total value of $5,348,700.00. Following the completion of the sale, the insider owned 8,945 shares of the company’s stock, valued at approximately $3,189,608.10. The trade was a 62.64% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Anna Marrs sold 27,425 shares of the firm’s stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $350.01, for a total transaction of $9,599,024.25. Following the transaction, the insider directly owned 20,394 shares in the company, valued at approximately $7,138,103.94. The trade was a 57.35% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 73,944 shares of company stock valued at $26,114,366 in the last quarter. Corporate insiders own 0.20% of the company’s stock.

American Express News Summary

Here are the key news stories impacting American Express this week:

• Positive Sentiment: Wells Fargo upgraded AXP to a Buy, providing fresh broker support that likely boosted investor confidence and buying interest. American Express (AXP) Receives a Buy from Wells Fargo
• Positive Sentiment: Analyses highlighting healthier January credit metrics and a valuation check have reduced near-term credit risk concerns and supported the stock’s earnings outlook. American Express (AXP) Valuation Check After Healthier January Credit Metrics
• Positive Sentiment: Commentary from independent outlets (Seeking Alpha, The Motley Fool) continues to frame AXP as a durable, long-term growth and dividend name, reinforcing bullish investor sentiment. American Express Outlook Remains Positive Despite Recent Volatility
• Neutral Sentiment: Broader analyst insight pieces discuss the financial sector generally and include AXP in comparative coverage—useful context but not an immediate catalyst by itself. Analysts Offer Insights on Financial Companies
• Neutral Sentiment: Macro market coverage (Dow weakness amid geopolitical tensions) is weighing on risk appetite broadly; this could limit upside for payment stocks even as company-specific news is positive. Stock Market Today: Dow Drops Amid U.S.-Iran Tensions; Warren Buffett Berkshire Holding Soars (Live Coverage)
• Negative Sentiment: Reports that American Express dropped specific board diversity criteria alongside other large firms have attracted negative ESG and reputational attention; this could draw activist scrutiny and pressure some institutional investors. American Express, Deere Drop Board Diversity Criteria as 78% Disclosure Rate Falls

American Express Profile

American Express is a global financial services company primarily known for its payment card products, travel services and merchant network. Founded in 1850 as an express mail business, the company evolved through the 20th century into a payments and travel-focused organization. Its core activities include issuing consumer and commercial charge and credit cards, operating a global card acceptance and processing network, and providing travel-related services and customer loyalty programs.

American Express issues a range of products for individuals, small businesses and large corporations, including personal cards, business and corporate cards, and co‑brand partnerships with airlines, hotels and retailers.