American Express Company $AXP Position Lifted by Fiera Capital Corp

Fiera Capital Corp raised its stake in American Express Company (NYSE:AXP) by 69.8% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 117,555 shares of the payment services company’s stock after purchasing an additional 48,343 shares during the period. Fiera Capital Corp’s holdings in American Express were worth $39,047,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Hemenway Trust Co LLC raised its stake in American Express by 52.2% during the third quarter. Hemenway Trust Co LLC now owns 31,339 shares of the payment services company’s stock valued at $10,410,000 after buying an additional 10,749 shares in the last quarter. CFO4Life Group LLC increased its holdings in shares of American Express by 1.2% in the 3rd quarter. CFO4Life Group LLC now owns 3,285 shares of the payment services company’s stock valued at $1,091,000 after acquiring an additional 38 shares during the last quarter. Harold Davidson & Associates Inc. raised its position in shares of American Express by 58.9% during the 3rd quarter. Harold Davidson & Associates Inc. now owns 7,219 shares of the payment services company’s stock valued at $2,398,000 after acquiring an additional 2,675 shares in the last quarter. Rothschild & Co Wealth Management UK Ltd lifted its stake in American Express by 2.7% during the third quarter. Rothschild & Co Wealth Management UK Ltd now owns 2,891,753 shares of the payment services company’s stock worth $960,525,000 after purchasing an additional 76,639 shares during the last quarter. Finally, Comgest Global Investors S.A.S. boosted its holdings in American Express by 616.0% in the third quarter. Comgest Global Investors S.A.S. now owns 269,256 shares of the payment services company’s stock worth $89,436,000 after purchasing an additional 231,649 shares during the period. Institutional investors and hedge funds own 84.33% 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

Insider Activity at American Express

In related news, insider Howard Grosfield sold 8,134 shares of the firm’s stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $346.73, for a total transaction of $2,820,301.82. Following the transaction, the insider owned 9,433 shares in the company, valued at $3,270,704.09. This trade represents a 46.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Denise Pickett sold 23,385 shares of the company’s stock in a transaction that occurred 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 of the company’s stock, valued at $2,767,480.14. This trade represents a 75.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 73,944 shares of company stock worth $26,114,366 in the last 90 days. Corporate insiders own 0.20% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on the stock. TD Cowen reissued a “hold” rating on shares of American Express in a report on Thursday, January 8th. Evercore set a $393.00 price objective on shares of American Express in a research note on Tuesday, February 10th. Wolfe Research started coverage on American Express in a research note on Monday, December 8th. They issued a “peer perform” rating for the company. Wall Street Zen lowered American Express from a “buy” rating to a “hold” rating in a report on Sunday, November 9th. Finally, Barclays raised their price target on American Express from $355.00 to $367.00 and gave the stock an “equal weight” rating in a report on Tuesday, January 6th. Nine equities research 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’s stock. Based on data from MarketBeat.com, American Express currently has a consensus rating of “Hold” and an average target price of $352.73.

American Express Stock Performance

AXP opened at $345.99 on Friday. The company has a current ratio of 1.59, a quick ratio of 1.58 and a debt-to-equity ratio of 1.68. The business’s 50 day moving average is $364.00 and its 200-day moving average is $348.09. The stock has a market cap of $237.56 billion, a PE ratio of 22.48, a price-to-earnings-growth ratio of 1.45 and a beta of 1.14. American Express Company has a twelve month low of $220.43 and a twelve month high of $387.49.

American Express (NYSE:AXP) last posted its earnings results on Friday, January 30th. The payment services company reported $3.53 EPS for the quarter, missing the consensus estimate of $3.54 by ($0.01). American Express had a net margin of 15.00% and a return on equity of 33.49%. The business had revenue of ($17,139.00) million during the quarter, compared to analyst estimates of $18.91 billion. During the same quarter in the prior year, the business earned $3.04 earnings per share. The firm’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, analysts predict that American Express Company will post 15.33 earnings per share for the current year.

American Express Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, February 10th. Investors of record on Friday, January 2nd were given a $0.82 dividend. This represents a $3.28 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date was Friday, January 2nd. American Express’s dividend payout ratio is currently 21.31%.

About American Express

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.