Market Cap
$206.2B
AXP
AMERICAN EXPRESS CO
$301.62 ▼ -0.16%
Prev close $302.09Market cap$206.2B
ConsensusHold
12-mo target$375.83 (+24.6%)
▲ Neutral
Analyst conviction 5/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)29 New Institutional Positions21 Institutional Exits Traditional Finance
Snapshot
The big-picture read on AXP right now — valuation, ownership and activity at a glance.
Cap Size
Mega Cap
Analyst Consensus
Buy (54%)
Inst. Holders
50 funds
Inst. Value
$155.1B
Inst. Activity
29 buys / 21 sells
Insider Activity
$0.00 buy / $37.0M sell
Insider Net $
-$37.0M
Social Sentiment
58° Warm
SEC Reports
20
Congressional
5 trades
Price chart 30d -8.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 29, 2026 short_volume
Short Volume: AXP — 56.1% short (0.7M / 1.2M)
Short: 668,060 | Exempt: 1,428 | TRF Vol: 1,190,802 | Short Ratio: 56.1% | Off-exchange volume (dark
Sep 16, 2026 Event
Epinephrine Injection, USP, 30 mg/30 mL (1mg/mL), 30 mL-Multiple-Dose Vial, Rx Only, For Intravenous Infusion, intramuscular and Subcutaneous Use, AMERICAN REGENT INC., SHIRLEY, NY 11967. NDC 0517-3030-01
Class I: Presence of Particulate Matter and Lack of Assurance of Sterility. Particulate matter ident
Sep 14, 2026 Event
Turner v. American Express Company et al
Court ruling (mdd) — Docket: 1:25-cv-02365
Aug 18, 2026 Insider
Jul 13, 2026 SEC Herena Monique sold 8,811 shares
Chief Colleague Exp. Officer @ $337.41 ($3.0M)
JP Morgan double upgrades AXP to Overweight — PT $400 (+14.1%)
ANALYST-UPGRADE — Impact 3/10
Piper Sandler initiates AXP at Overweight — PT $396 (+16%)
ANALYST-UPGRADE — Impact 1/10
Jun 30, 2026 Insider
PHILLIPS JR CHARLES E was granted 56.131 shares
Director @ $334.04 ($18.7K)
Jun 30, 2026 Insider
Young Christopher David was granted 119.746 shares
Director @ $334.04 ($40.0K)
Analyst ratings buy % +38.5%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
54% rate it Buy or better · 37 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Sep 30, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Sep 23, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Aug 12, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Aug 3, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 27, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jul 27, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Jul 27, 2026 | BTIG | MAINTAIN | Sell | 53% |
| Jul 13, 2026 | HSBC | MAINTAIN | Hold | 55% |
| Jul 13, 2026 | JP Morgan | UPGRADE | Overweight | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 15 | 16 | 0 | 1 | 54% | |
| Aug 1, 2026 | 5 | 15 | 16 | 0 | 1 | 54% | |
| Jul 1, 2026 | 5 | 13 | 17 | 0 | 1 | 50% | |
| Jun 1, 2026 | 4 | 12 | 18 | 0 | 1 | 46% | |
| May 1, 2026 | 5 | 11 | 18 | 0 | 1 | 46% | |
| Apr 1, 2026 | 5 | 11 | 18 | 0 | 1 | 46% | |
| Mar 1, 2026 | 5 | 10 | 19 | 0 | 1 | 43% | |
| Feb 1, 2026 | 5 | 10 | 20 | 0 | 1 | 42% |
Price targets
Where 24 covering analysts think AXP trades over the next 12 months.
$375.83 +24.6% upside Strong Buy
Current$301.62 Low$320.00 Median$383.00 High$450.00 24 analysts
$320.00$450.00
Analyst rating Buy· 2.2/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
58°
Warm
BearishNeutralBullish
Recent posts
American Express beat earnings, raised guidance and had its best card spending in 3 years, but the market reacted the other way
▲ 1 · 💬 5· ⚡ 0.5
Hey everybody, all of a sudden the war, the oil supply shock, and the inflation it caused matter
▲ 1 · 💬 1· ⚡ 0.5
Semis ripping while I’m being ripped a new one
▲ 1 · 💬 1· ⚡ 0.3
Is American Express (AXP) a buy?
▲ 1 · 💬 0· ⚡ 0.5
Is American Express (AXP) a buy?
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 3 bullish, 1 bearish, 2 mixed, 14 neutral · avg impact 2.3/10.
MIXEDANALYST-UPGRADE1/10
Loop Capital initiates AXP to Buy — PT $389 (+25.6%)
May 22, 2026
BULLISHANALYST-UPGRADE1/10
Piper Sandler initiates AXP at Overweight — PT $396 (+16%)
Jun 30, 2026
BULLISHANALYST-UPGRADE3/10
JP Morgan double upgrades AXP to Overweight — PT $400 (+14.1%)
Jul 13, 2026
NEUTRALCOURT-RULING2/10
The court granted American Express's motion to compel arbitration in a former employee's disability
Sep 16, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 29, 2026
short_volume
Short Volume: AXP — 56.1% short (0.7M / 1.2M)
Short: 668,060 | Exempt: 1,428 | TRF Vol: 1,190,802 | Short Ratio: 56.1% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: AXP — 57.8% short (0.8M / 1.4M)
Short: 827,490 | Exempt: 39 | TRF Vol: 1,432,093 | Short Ratio: 57.8% | Off-exchange volume (dark pool + OTC)
Sep 16, 2026
FDA
Epinephrine Injection, USP, 30 mg/30 mL (1mg/mL), 30 mL-Multiple-Dose Vial, Rx Only, For Intravenous Infusion, intramuscular and Subcutaneous Use, AMERICAN REGENT INC., SHIRLEY, NY 11967. NDC 0517-3030-01
Class I: Presence of Particulate Matter and Lack of Assurance of Sterility. Particulate matter identified as nylon, cellulosic, acrylic, polyethylene
Sep 14, 2026
short_volume
Short Volume: AXP — 56.5% short (0.4M / 0.8M)
Short: 433,527 | Exempt: 2,657 | TRF Vol: 766,801 | Short Ratio: 56.5% | Off-exchange volume (dark pool + OTC)
Sep 14, 2026
Enforcement
Turner v. American Express Company et al
Court ruling (mdd) — Docket: 1:25-cv-02365
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $4.58 | $4.32–$5.63 | 10.6% | -0.2% | 5↑ 17↓ | $20.1B | 23 |
| Next Q | $4.29 | $4.12–$4.50 | 21.4% | -0.0% | 7↑ 14↓ | $20.8B | 22 |
| Current FY | $17.68 | $17.40–$18.62 | 15.0% | +0.0% | 8↑ 15↓ | $79.5B | 27 |
| Next FY | $20.15 | $19.25–$20.50 | 13.9% | +0.2% | 9↑ 14↓ | $86.7B | 27 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $4.577 | — |
| 7d ago | $4.602 | -0.025 |
| 30d ago | $4.587 | -0.010 |
| 60d ago | $4.593 | -0.016 |
| 90d ago | $4.685 | -0.108 |
Institutional ownership
Which big funds own AXP (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $155.1B total value (454,598,416 shares) as of 2026-Q2. Top holders: BERKSHIRE, BlackRock,, VANGUARD. Net buying activity: 29 institutions added/increased vs 21 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | 151,610,700 | $51.3B | 33.1% | — |
| BlackRock, Inc. | 42,006,392 | $14.2B | 9.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 35,215,521 | $11.9B | 7.7% | — |
| STATE STREET CORP | 29,095,803 | $9.8B | 6.3% | — |
| JPMORGAN CHASE & CO | 20,459,941 | $7.0B | 4.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 14,019,549 | $4.7B | 3.0% | — |
| MORGAN STANLEY | 13,121,109 | $4.4B | 2.9% | — |
| Fisher Asset Management, LLC | 9,426,671 | $3.2B | 2.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8,739,519 | $3.0B | 1.9% | — |
| NORGES BANK | 7,985,867 | $2.7B | 1.7% | NEW |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 7,985,867 | — | $2.7B |
| FMR LLC | TRIM | 9,264,998 | 6,007,554 | -35.2% | $2.0B |
| AMERIPRISE FINANCIAL INC | TRIM | 3,213,955 | 2,394,292 | -25.5% | $810.0M |
| Capital World Investors | TRIM | 2,839,257 | 2,094,222 | -26.2% | $708.4M |
| MARSHALL WACE, LLP | DOUBLED | 126,043 | 1,429,163 | +1033.9% | $483.4M |
| TD ASSET MANAGEMENT INC | TRIM | 1,698,093 | 1,214,293 | -28.5% | $410.7M |
| CITIGROUP INC | TRIM | 1,091,479 | 816,334 | -25.2% | $276.1M |
| Corient Private Wealth LP | DOUBLED | 805,710 | 4,771,292 | +492.2% | $253.4M |
| Capital Research Global Investors | NEAR_EXIT | 3,170,551 | 741,644 | -76.6% | $250.9M |
| CIBC Bancorp USA Inc. | ADD | 409,740 | 577,898 | +41.0% | $195.4M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
23 insiders, 50 transactions. Net -$37.0M — $0.00 bought, $37.0M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 18, 2026 | Herena Monique | Chief Colleague Exp. Officer | SELL | 8,811 | $337.41 | $3.0M |
| Jun 30, 2026 | PHILLIPS JR CHARLES E | Director | AWARD | 56.131 | $334.04 | $18.7K |
| Jun 30, 2026 | Young Christopher David | Director | AWARD | 119.746 | $334.04 | $40.0K |
| Jun 30, 2026 | Baltimore Thomas J Jr | Director | AWARD | 108.52 | $334.04 | $36.3K |
| Jun 30, 2026 | Angelakis Michael J | Director | AWARD | 54.26 | $334.04 | $18.1K |
| Jun 30, 2026 | WARDELL LISA W | Director | AWARD | 112.262 | $334.04 | $37.5K |
| Jun 30, 2026 | Brennan John Joseph | Director | AWARD | 198.33 | $334.04 | $66.3K |
| Jun 30, 2026 | Wallace Noel R. | Director | AWARD | 108.52 | $334.04 | $36.3K |
| Jun 30, 2026 | Majoras Deborah P | Director | AWARD | 54.26 | $334.04 | $18.1K |
| Jun 15, 2026 | McNeal Glenda G | Chief Partner Officer | SELL | 7,033 | $339.36 | $2.4M |
Congressional trades
AXP trades disclosed by members of Congress, with disclosure delay.
5 members · 4 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| May 8, 2026 | Rick Allen | R | HOUSE | BUY | $1,001 - $15,000 | American Express Co | Jun 17, 2026(41d) |
| Apr 7, 2026 | Rick Larsen | D | HOUSE | SELL | $1,001 - $15,000 | American Express Co | Apr 16, 2026(10d) |
| Mar 31, 2026 | Jared Moskowitz | D | HOUSE | BUY | $1,001 - $15,000 | American Express Co | May 1, 2026(32d) |
| Mar 11, 2026 | Shelley Moore Capito | R | SENATE | BUY | $1,001 - $15,000 | American Express Co | Apr 5, 2026(26d) |
| Dec 29, 2025 | Markwayne Mullin | R | SENATE | BUY | $1,001 - $15,000 | American Express Co | Jan 16, 2026(19d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for AXP.
Shares short
10,777,036
Settlement Sep 15, 2026
Change vs prior
+3.4%
Semi-monthly cycle
Days to cover
4.7
At avg daily volume
Of shares outstanding
≈1.6%
Estimate — not % of float
All AXP filing & press-release reports (31)
- Loop Capital initiates AXP to Buy — PT $389 (+25.6%)May 22, 2026
- Piper Sandler initiates AXP at Overweight — PT $396 (+16%)Jun 30, 2026
- JP Morgan double upgrades AXP to Overweight — PT $400 (+14.1%)Jul 13, 2026
- COURT-RULING reportSep 16, 2026
- 8-K reportSep 15, 2026
- COURT-RULING reportSep 10, 2026
- COURT-RULING reportAug 21, 2026
- 8-K reportAug 17, 2026
- INST-CLUSTER reportAug 13, 2026
- 8-K reportAug 5, 2026
- 8-K reportJul 24, 2026
- COURT-RULING reportJul 17, 2026
- 8-K reportJul 15, 2026
- COURT-RULING reportJul 10, 2026
- COURT-RULING reportJul 3, 2026
- COURT-RULING reportJul 2, 2026
- 8-K reportJun 26, 2026
- COURT-RULING reportJun 18, 2026
- 8-K reportJun 17, 2026
- 8-K reportJun 15, 2026
- COURT-RULING reportMay 22, 2026
- COURT-RULING reportMay 21, 2026
- 8-K reportMay 15, 2026
- 8-K reportMay 4, 2026
- 8-K reportMay 4, 2026
- COURT-RULING reportApr 25, 2026
- 8-K reportApr 23, 2026
- 8-K reportApr 15, 2026
- DEFA14A reportMar 25, 2026
- CLUSTER reportMar 13, 2026
- 8-K reportFeb 25, 2026