Citable filing context
AXP's research view summarizes recent SEC filing context, starting with other from Aug 17, 2026.
| Filed | Item | Context |
|---|---|---|
| Aug 17, 2026 | other | American Express provided monthly delinquency and write-off statistics for U.S. Consumer and Small Business card portfolios. |
| Aug 12, 2026 | debt_offering | American Express issued 1,600,000 depositary shares representing Series E preferred stock and announced redemption of Series D shares. |
| Aug 5, 2026 | other | American Express announced a proposed public offering of depositary shares representing Series E preferred stock. |
| Jul 24, 2026 | Guidance: eps | 17.30 to 17.90 |
| Jul 24, 2026 | Guidance: revenue_growth | not reported to 10.00 |
| Apr 23, 2026 | Guidance: eps | 17.30 to 17.90 |
| Jul 24, 2026 | mda_quarterly | American Express reported strong second-quarter 2026 results, with net income of $3.1 billion, or $4.53 per diluted share, up from $2.9 billion in the prior-year period. Total revenues net of interest expense grew 10% to $19.6 billion, driven by a 9% increase in billed business and 15% growth in net card fees. Performance was bolstered by sustained strength in Travel & Entertainment (T&E) and Goods & Services (G&S) spending, alongside robust engagement from Millennial and Gen-Z cohorts. Credit performance remains a key strength; provisions for credit losses decreased 23% year-over-year, reflecting a reserve release compared to a prior-year build. The net write-off rate (principal only) remained stable at 2.0%, while the delinquency rate for consumer and small business portfolios declined to 1.2%. Strategically, the company continues to invest in its premium Membership Model, including product refreshes and technology. American Express maintained its Common Equity Tier 1 (CET1) capital ratio within its 10–11% target range and returned $2.9 billion to shareholders. The company is navigating a complex regulatory environment, including ongoing anti-money laundering (AML) scrutiny and evolving interchange fee regulations, while managing potential impacts from antitrust litigation and cybersecurity risks. |
| Apr 23, 2026 | mda_quarterly | American Express Company executed significant share repurchases during the first quarter of 2026, buying back 5,309,198 common shares at an average price of $311.04 per share. Repurchase activity accelerated through the quarter, with 1,381,820 shares purchased in February at $339.93 and a substantial 3,927,378 shares acquired in March at a lower average of $300.88. This leaves 53,040,201 shares available under the existing 120 million share authorization from March 2023, indicating continued capacity for capital returns. Separately, 831,144 shares were acquired through employee-related transactions, primarily for stock option exercises and tax withholdings on restricted awards, at an average price of $352.60. On the regulatory front, AXP reported a sanctions compliance event where an individual holding a Latin American-issued card was designated a Specially Designated National by OFAC. The company promptly cancelled the account, noting negligible associated revenues or profits, and confirmed no intention to engage in similar activities. No new or terminated Rule 10b5-1 trading plans were reported by directors or officers. |
Source: SEC EDGAR filing text and events; period Aug 17, 2026; filed Aug 17, 2026.
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