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AXA SA, (AXAHY) through subsidiaries, provides insurance, asset management, and banking services worldwide.

AXA’s origins date back to Ancienne Mutuelle, which was one of the few insurers that remained after the creation of the French security system. Under the threat of nationalization, a merger took place between three insurance groups The Drouot Group, AXA (still known as Mutuelles Unies in 1982), and Presence Group.

Ten years later AXA acquired North American life insurer Equitable Holdings. This was a time of expansion as AXA also bought UAP, a large French insurer.

Then, as markets crashed at the turn of the millennium, AXA decided to refocus its business and exited its stake in US investment bank Donaldson, Lufkin & Jenrette.

However, a few years later, the firm expanded again with the acquisition of Swiss insurer Winterthur. And about 5 years ago, AXA began reshaping its portfolio to technical risks.

AXA SA was founded in 1852 and is headquartered in Paris, France.

Three key data points gauge AXA SA or any dividend-paying firm.

The key three are:

(1) Price

(2) Dividends

(3) Returns

Those three keys also best tell whether any company has made, is making, and will make money.

AXAHY Price

Over the past year, AXA’s share price increased just over 17% from $31.05 to $35.36 as of Tuesday’s market close.

If AXAHY shares trade in the range of $25.00 to $45.00 this next year, its recent $35.36 share price might rise to $40.00 by next year. Of course, AXA’s price could also drop about the same $4.64 estimated amount or more.

My $4.64 upside is based on about half the median of one-year target estimates from two analysts tracking AXAHY for brokers.

AXAHY Dividend

AXA SA has paid annual variable dividends since June 2000. The most recent $2.13 A dividend was declared on April 17th for shareholders of record on April 26th and the dividend was paid on May 21st. A forward-looking $2.13 annual dividend yields 6.02% at Tuesday’s closing price.

AXAHY Returns

To put it all together, a $6.77 estimated one-year gross gain per share shows up by adding AXA’s  $2.13 annual dividend to the estimated price upside of $4.64.

A little under $1000 buys 28 shares at $35.36 per share.

A $10 broker fee (if charged), paid half at purchase and half at sale, might take about $0.36 per share out of the $6.77 gross gain to reveal a net gain of $6.41 X 28 shares = $179.48 for about an 18% estimated net gain on the year.

Furthermore, the $60.20 annual dividend income from $1K invested is about 1.7 times greater than the $35.36 single share price. By these numbers, AXAHY may be an ideal dividend dog.

You might choose to pounce on AXA SA.  It is a 172-year-old dividend-paying Paris-based banking and insurance firm with a 24-year track record paying variable annual dividends.

The exact track of AXAHY's future price and dividend will entirely be determined by market action.

Remember the true value of any stock is best realized through personal ownership of shares.

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