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

Natixis Advisors LLC increased its holdings in shares of American Express Company (NYSE:AXP) by 1.4% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 683,515 shares of the payment services company’s stock after acquiring an additional 9,190 shares during the quarter. Natixis Advisors LLC owned about 0.10% of American Express worth $227,037,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Munich Reinsurance Co Stock Corp in Munich acquired a new stake in American Express during the 3rd quarter valued at $334,000. Ameriflex Group Inc. increased its holdings in shares of American Express by 161.6% in the third quarter. Ameriflex Group Inc. now owns 675 shares of the payment services company’s stock valued at $224,000 after purchasing an additional 417 shares during the last quarter. Angeles Wealth Management LLC increased its holdings in shares of American Express by 1.7% in the third quarter. Angeles Wealth Management LLC now owns 2,955 shares of the payment services company’s stock valued at $982,000 after purchasing an additional 48 shares during the last quarter. Blair William & Co. IL raised its position in shares of American Express by 3.7% in the third quarter. Blair William & Co. IL now owns 703,490 shares of the payment services company’s stock valued at $233,671,000 after purchasing an additional 24,920 shares during the period. Finally, Baltimore Washington Financial Advisors Inc. lifted its stake in shares of American Express by 11.0% during the 3rd quarter. Baltimore Washington Financial Advisors Inc. now owns 945 shares of the payment services company’s stock worth $314,000 after buying an additional 94 shares during the last quarter. Institutional investors own 84.33% of the company’s stock.

American Express Stock Down 2.1%

Shares of AXP opened at $300.83 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. American Express Company has a 12 month low of $220.43 and a 12 month high of $387.49. The firm’s 50 day moving average is $350.90 and its 200-day moving average is $349.33. The stock has a market capitalization of $206.55 billion, a PE ratio of 19.55, a P/E/G ratio of 1.27 and a beta of 1.14.

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

American Express Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, May 8th. Stockholders of record on Friday, April 3rd will be given a dividend of $0.95 per share. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date is Thursday, April 2nd. This is a positive change from American Express’s previous quarterly dividend of $0.82. American Express’s dividend payout ratio is currently 21.31%.

Wall Street Analyst Weigh In

Several brokerages recently commented on AXP. The Goldman Sachs Group reaffirmed a “buy” rating and set a $420.00 target price on shares of American Express in a report on Tuesday, January 6th. Royal Bank Of Canada restated an “outperform” rating and set a $425.00 price objective on shares of American Express in a research report on Monday, January 12th. TD Cowen restated a “hold” rating on shares of American Express in a report on Thursday, January 8th. Wall Street Zen downgraded American Express from a “buy” rating to a “hold” rating in a research report on Sunday, November 9th. Finally, Credit Suisse Group set a $328.00 price target on American Express in a report on Monday, January 12th. Nine equities research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, American Express presently has a consensus rating of “Hold” and a consensus target price of $352.73.

Key Stories 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

Insider Buying and Selling

In other news, insider Howard Grosfield sold 8,134 shares of the stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $346.73, for a total transaction of $2,820,301.82. Following the sale, the insider directly owned 9,433 shares of the company’s stock, valued at approximately $3,270,704.09. This represents a 46.30% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Ravikumar Radhakrishnan sold 15,000 shares of the business’s stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $356.58, for a total value of $5,348,700.00. Following the completion of the transaction, the insider directly owned 8,945 shares of the company’s stock, valued at approximately $3,189,608.10. This trade represents a 62.64% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 73,944 shares of company stock valued at $26,114,366. Company insiders own 0.20% of the company’s stock.

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.