AXP
American Express Company
September 16, 2026 · market open
- Rarity
- 1.50
- Peak move
- −4.45%
- Float cap
- $222.2B
American Express is a global payments and premium lifestyle brand that issues credit and charge cards and provides banking, payment, financing, and expense-management products. It serves consumers, small businesses, mid-sized companies, and large corporations, and also provides merchant acquisition, processing, settlement, fraud prevention, marketing, data analytics, and network services to merchants and partners worldwide.
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What we found
11 events · 1 from SEC or newswire · 0 timed with the move- Key event
executive_remarkAt the Barclays Global Financial Services Conference, American Express CFO Christophe Le Caillec said the company expects full-year revenue growth of about 10%, keeps EPS guidance at $17.30-$17.90, and repurchases about 3% of shares annually.
institutional_flowReynders McVeigh Capital Management raised its American Express stake by 1,439.5% in the second quarter, acquiring 54,429 shares to hold 58,210 shares valued at about $19.69 million.
analyst_ratingBank of America Securities analyst Mihir Bhatia maintained a Buy rating on American Express on September 14, 2026, with the consensus price target at $373.32.
product_launchAmerican Express launched a high-yield Business Savings account on September 15, 2026, paying 2.95% APY with no minimum balance or monthly fee, and consolidated Business Checking and Savings under American Express Business Banking, with a Gusto-powered payroll solution and AI insights coming early next year.
- Key event
operating_metricsAmerican Express disclosed August 2026 U.S. card credit metrics, including Consumer Card balances of $114.2B with 1.1% 30-day delinquency and 1.7% net write-off rate, Small Business Card balances of $46.1B with 1.3% delinquency and 2.2% write-off, and total Card balances of $160.3 billion, along with monthly delinquency and write-off statistics for June, July and August 2026.
- Key event
peer_disclosureSynchrony Financial reported August credit card net charge-offs of 4.19% and delinquencies of 1.78%, while Capital One reported August charge-offs of 4.16% and delinquencies of 4.54%.
institutional_flowBank of America Corp disclosed it raised its American Express stake 8.4% in Q2 2026, adding 614,981 shares to hold 7,969,555 shares worth about $2.70 billion.
demand_signalWolfe Research noted card-issuer balance growth slowed industry-wide including at American Express, with 3.0% year-over-year growth in July versus 3.7% in June, and BTIG flagged improved July credit performance across most tracked issuers.
executive_remarkOn the Q2 2026 earnings call, CEO Stephen Squeri said card member spending grew 9%, the fastest in three years, with 65% of new acquisitions from Millennials and Gen Z, and CFO Christophe Le Caillec noted full-year revenue growth guidance was raised to 10% while EPS guidance was held at $17.30-$17.90.
pricing_changeEffective September 15, 2026, American Express Platinum cardholders receive the up-to-$300 onboard cruise credit only when booking eligible cruises directly through Amex Travel, with third-party bookings no longer qualifying.
product_launchAmerican Express and Bread Financial launched the NFL Extra Points Credit Card program across 18 NFL teams, expanding the co-brand card lineup.