ANALYST-UPGRADE ·Filed Oct 9, 2026
BMO Capital initiates coverage on AXP at Outperform
Latest settled — T+5d
AXP ▲ +2.32% at T+5d
LONG call ✓ call won +2.32% · α vs SPY +3.77% · entry $308.17 → $315.32
T+1d
+1.09%
call +1.09% · α +1.15%
$311.53
settled 7d ago
T+5d
+2.32%
call +2.32% · α +3.77%
$315.32
settled 3d ago
T+20d
—
call — · α —
—
in 18d
T+60d
—
call — · α —
—
in 3mo
Price Chart
Loading chart...
Executive Summary
BMO Capital initiates coverage on AXP at Outperform
Impact Score
Base Score
1/7
LLM Adjustment
+0
Final Score
4/10
Consensus & Targets
Buy / Strong Buy
20 (54%)
Hold
16
Sell / Strong Sell
1
Total Analysts
24
Mean PT
$374.79
Median PT
$382.00
High PT
$450.00
Low PT
$320.00
Current Price
$304.02
Implied Upside
+23.3%
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-10-09 | RBC Capital | maintain | Outperform | $400.00 |
| 2026-10-09 | BMO Capital | initiate | Outperform | $380.00 |
| 2026-10-06 | TD Cowen | maintain | Hold | $335.00 |
| 2026-10-05 | UBS | maintain | Neutral | $345.00 |
| 2026-10-05 | Barclays | maintain | Equal-Weight | $342.00 |
| 2026-10-01 | Evercore ISI Group | maintain | In-Line | $320.00 |
| 2026-09-30 | Citigroup | maintain | Neutral | $340.00 |
| 2026-09-23 | Truist Securities | maintain | Buy | $370.00 |
| 2026-08-12 | Piper Sandler | maintain | Overweight | $405.00 |
| 2026-08-03 | UBS | maintain | Neutral | $384.00 |
Firm Track Record — BMO Capital
BMO Capital accuracy: 53% on 1841 calls | avg return: 2.3%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| TD Cowen | 100% | 2/2 | 11.5% | top tier |
| Goldman Sachs | 100% | 2/2 | 11.9% | top tier |
| Deutsche Bank | 100% | 2/2 | 11.5% | top tier |
| Barclays | 86% | 6/7 | 10.4% | top tier |
| Evercore ISI Group | 83% | 5/6 | 4.7% | top tier |
| Monness, Crespi, Hardt | 80% | 4/5 | 9.6% | top tier |
| Citigroup | 75% | 3/4 | 0.7% | top tier |
| Truist Securities | 75% | 6/8 | 6.2% | top tier |
| B of A Securities | 71% | 5/7 | 13% | top tier |
| RBC Capital | 71% | 5/7 | 6.4% | top tier |
Earnings Estimates
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0q | $4.57 | $4.32 — $5.63 | $20.1B | ↑2 ↓0 |
| +1y | $20.14 | $19.25 — $20.50 | $86.7B | ↑1 ↓0 |
| +1q | $4.28 | $4.06 — $4.50 | $20.8B | ↑0 ↓0 |
| 0y | $17.67 | $17.40 — $18.62 | $79.5B | ↑1 ↓0 |
Cross-Platform Signals
Insider Trades (90d)
0 buys / 1 sells
Institutional
Allianz Asset Management GmbH — add (35.3%)
Institutional
Giverny Capital Inc. — new
Institutional
VAN ECK ASSOCIATES CORP — doubled (464.8%)
Short Interest
Short: 668,060 | Exempt: 1,428 | TRF Vol: 1,190,802 | Short Ratio: 56.1% | Off-exchange volume (dark pool + OTC)
Investment Themes
Traditional Finance
Documents Analyzed
Report based on filing metadata.
32 reports for AXP
100% Hit rate best @ T+60▲ +11.61%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 9, 2026 9d ago | ANALYST-UPGRADE | $308.17 $315.32 | ▲ +2.32% | ▲ +3.77% | $313.59 (+1.76%) |
Sep 15, 2026 4w ago | 8-K | $324.43 $305.07 | ▼ −5.97% | ▼ −8.09% | $313.59 (−3.34%) |
Sep 14, 2026 5w ago | Court Ruling | $327.78 $313.59 | ▼ −4.33% | ▼ −4.44% | $313.59 (−4.33%) |
Sep 8, 2026 5w ago | Court Ruling | $326.10 $324.43 | ▼ −0.51% | ▲ +0.61% | $313.59 (−3.84%) |
Aug 19, 2026 8w ago | Court Ruling | $339.90 $336.15 | ▲ +1.10% | ▲ +0.72% | $313.59 (+7.74%) |
Aug 17, 2026 8w ago | 8-K | $336.21 $337.33 | ▲ +0.33% | ▲ +1.52% | $313.59 (−6.73%) |
Aug 13, 2026 9w ago | Institutional Cluster | $343.65 $331.15 | ▼ −3.64% | ▼ −1.67% | $313.59 (−8.75%) |
Aug 5, 2026 10w ago | 8-K | $348.99 $344.08 | ▼ −1.41% | ▼ −1.76% | $313.59 (−10.14%) |
Jul 24, 2026 12w ago | 8-K | $326.17 $337.52 | ▲ +3.48% | ▲ +3.11% | $313.59 (−3.86%) |
Jul 15, 2026 13w ago | 8-K | $358.44 $348.74 | ▼ −2.71% | ▼ −1.73% | $313.59 (−12.51%) |
Showing 10 of 32
US Market Status
Market Closed — Opens in 6h 33m
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access