Natixis Advisors LLC Has $227.04 Million Stock Position in American Express Company $AXP

Natixis Advisors LLC boosted its holdings in shares of American Express Company (NYSE:AXP) by 1.4% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 683,515 shares of the payment services company’s stock after purchasing an additional 9,190 shares during the period. Natixis Advisors LLC’s holdings in American Express were worth $227,037,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Gratus Wealth Advisors LLC raised its stake in shares of American Express by 0.8% in the third quarter. Gratus Wealth Advisors LLC now owns 3,712 shares of the payment services company’s stock valued at $1,233,000 after buying an additional 28 shares during the period. Murphy & Mullick Capital Management Corp grew its stake in shares of American Express by 10.0% during the 3rd quarter. Murphy & Mullick Capital Management Corp now owns 308 shares of the payment services company’s stock worth $105,000 after acquiring an additional 28 shares during the period. McGlone Suttner Wealth Management Inc. increased its holdings in American Express by 1.0% in the 3rd quarter. McGlone Suttner Wealth Management Inc. now owns 2,910 shares of the payment services company’s stock worth $967,000 after acquiring an additional 29 shares during the last quarter. Walkner Condon Financial Advisors LLC increased its holdings in American Express by 2.1% in the 3rd quarter. Walkner Condon Financial Advisors LLC now owns 1,378 shares of the payment services company’s stock worth $458,000 after acquiring an additional 29 shares during the last quarter. Finally, Sandy Cove Advisors LLC raised its stake in American Express by 2.1% in the 3rd quarter. Sandy Cove Advisors LLC now owns 1,462 shares of the payment services company’s stock valued at $485,000 after acquiring an additional 30 shares during the period. Institutional investors and hedge funds own 84.33% of the company’s stock.

Insider Activity

In other news, insider Ravikumar Radhakrishnan sold 15,000 shares of the business’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $356.58, for a total transaction of $5,348,700.00. Following the completion of the transaction, the insider directly owned 8,945 shares in the company, valued at $3,189,608.10. The trade was a 62.64% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Denise Pickett sold 23,385 shares of the stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $356.91, for a total value of $8,346,340.35. Following the completion of the sale, the insider owned 7,754 shares in the company, valued at $2,767,480.14. This trade represents a 75.10% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 73,944 shares of company stock valued at $26,114,366 in the last quarter. 0.20% of the stock is currently owned by company insiders.

American Express Stock Down 2.1%

AXP stock opened at $300.83 on Friday. The stock has a 50-day simple moving average of $350.90 and a two-hundred day simple moving average of $349.33. American Express Company has a twelve month low of $220.43 and a twelve month high of $387.49. The firm has a market capitalization of $206.55 billion, a PE ratio of 19.55, a PEG ratio of 1.27 and a beta of 1.14. 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 announced its quarterly earnings results on Friday, January 30th. The payment services company reported $3.53 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $3.54 by ($0.01). The firm had revenue of ($17,139.00) million during the quarter, compared to analysts’ expectations of $18.91 billion. American Express had a return on equity of 33.49% and a net margin of 15.00%.The company’s quarterly revenue was up 10.5% compared to the same quarter last year. During the same period in the previous year, the company posted $3.04 earnings per share. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. On average, equities analysts predict that American Express Company will post 15.33 EPS for the current fiscal year.

American Express Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Friday, April 3rd will be issued a $0.95 dividend. This represents a $3.80 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend is Thursday, April 2nd. This is a positive change from American Express’s previous quarterly dividend of $0.82. American Express’s payout ratio is 21.31%.

Analysts Set New Price Targets

Several equities research analysts have commented on the stock. BTIG Research reaffirmed a “sell” rating and set a $328.00 price objective on shares of American Express in a report on Monday, February 2nd. The Goldman Sachs Group reissued a “buy” rating and issued a $420.00 price target on shares of American Express in a research report on Tuesday, January 6th. JPMorgan Chase & Co. cut their price objective on shares of American Express from $385.00 to $375.00 and set a “neutral” rating for the company in a report on Monday, February 2nd. Truist Financial reduced their price objective on shares of American Express from $420.00 to $400.00 and set a “buy” rating for the company in a research note on Monday, February 2nd. Finally, Credit Suisse Group set a $328.00 target price on shares of American Express in a report on Monday, January 12th. Nine analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, American Express currently has a consensus rating of “Hold” and an average price target of $352.73.

Key Headlines Impacting American Express

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

• Positive Sentiment: Board approved a 16% quarterly dividend increase to $0.95 and emphasized shareholder returns, a supportive sign for income-focused investors. American Express Announces 16% Increase in Quarterly Dividend
• Positive Sentiment: New long-term stadium and NFL team partnerships aim to drive card engagement and incremental transactions in key metro markets — a revenue/TPV growth lever for premium cardholders. American Express announces stadium, NFL team partnerships
• Positive Sentiment: Company is expanding tech initiatives (AI partner Traversal) and planning a new World Trade Center HQ, signaling investment in operations and long-term productivity improvements. American Express Taps AI And Sports Deals As Stock Trades Below Targets
• Neutral Sentiment: Valuation write-ups note the dividend hike and partnerships but also point out the recent pullback — useful context for investors reassessing entry points. Taking A Fresh Look At American Express (AXP) Valuation After Dividend Hike And New Sports Partnerships
• Neutral Sentiment: Company updated its Q1 earnings date and will webcast the annual meeting — housekeeping items that provide upcoming catalysts/communication opportunities. American Express Updates First-Quarter 2026 Earnings Date and Plans to Host Live Audio Webcast of Annual Meeting of Shareholders
• Negative Sentiment: Commentary says the current slide looks more sentiment-driven than business-driven — highlighting panic selling and momentum losses as drivers of the near-term weakness. American Express Stock’s Slide Worsens as Shares Hit $300. Time to Buy?
• Negative Sentiment: Short interest has risen materially, indicating growing bearish positioning that can amplify downward moves. American Express Company (NYSE:AXP) Sees Large Increase in Short Interest
• Negative Sentiment: New premium cards from competitors (Robinhood’s $695 Platinum) are being positioned against Amex’s lucrative premium card franchise — potential pressure on market share and fee income over time. Robinhood’s new $695 Platinum card vs $895 Amex Platinum: Which one has better perks?
• Negative Sentiment: Analysis pointing to a ~12% slip in March cites concerns about disruption (AI, competition) and investor rotation away from expensive financial names. Why American Express Stock Slipped 12% In March

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.