American Express Company's Stock Analysis

American Express Reports Delinquency and Write-off Statistics Update

American Express Company has provided updated delinquency and write-off statistics for its U.S. Consumer and Small Business Card balances as of April 30, March 31, and February 28, 2026. The company has changed its presentation of Card Member loans and receivables to present a combined total of Card balances, which now includes both revolve-eligible and pay-in-full balances. Historical statistics are available in Exhibit 99.1, which is referenced in the report.

The report highlights that the statistics for Card balances differ from those reported by the American Express Credit Account Master Trust, as the Lending Trust only includes revolve-eligible balances. The credit performance of the Lending Trust may vary monthly due to factors such as balance mix, timing of data, and seasonal influences. Investors may find this information useful for assessing the company's credit risk and overall financial health.

May 15, 2026 12:00:46

American Express Annual Meeting Results and Shareholder Votes

The Annual Meeting of Shareholders for American Express Company took place on May 5, 2026, with a quorum present. All 13 nominees for director received majority support from the votes cast. Additionally, the meeting included votes on various matters, including the ratification of PricewaterhouseCoopers LLP as the independent accounting firm for 2026, an advisory resolution on executive compensation, and two shareholder proposals related to healthcare treatments for minors and political bias risk oversight.

The specific outcomes of the votes on the advisory resolution and shareholder proposals were not detailed in the report. However, abstentions and broker non-votes were acknowledged in the context of quorum requirements but were not counted in the final vote tallies for the matters presented. The report was signed on May 7, 2026, in compliance with regulatory requirements.

May 07, 2026 16:18:21

American Express Issues $1.75 Billion Fixed-to-Floating Rate Notes

American Express Company has issued $1,750,000,000 in aggregate principal amount of 4.444% Fixed-to-Floating Rate Notes, which are due on May 3, 2030. This issuance is part of a Prospectus Supplement dated April 27, 2026, and follows a previously filed Prospectus from February 9, 2024.

The Notes are governed by a senior indenture established on August 1, 2007, with The Bank of New York Mellon serving as the trustee. This issuance is supplemented by two additional indentures dated February 12, 2021, and May 1, 2023, respectively. The relevant exhibits have been incorporated by reference into the Registration Statement as part of this report.

May 04, 2026 14:00:53

American Express to Sell Stake in Global Business Travel Group

American Express Company announced it will sell its approximately 30% equity interest in Global Business Travel Group, Inc. as part of an agreement with Long Lake and General Catalyst. The company expects to receive around $1.5 billion in proceeds from this transaction and to recognize a pre-tax gain of approximately $975 million, which was not included in the previously provided earnings guidance for FY 2026.

The transaction will not affect existing brand licensing and commercial agreements between American Express and Global Business Travel Group. American Express plans to use a portion of the gain for future investments and return some to shareholders, aligning with its disciplined capital allocation strategy.

May 04, 2026 07:34:11

American Express Reports First Quarter Financial Results for 2026

American Express Company reported its financial results for the first quarter of 2026, detailing its performance metrics and financial condition. The company highlighted factors that could influence future earnings per share (EPS) growth, including revenue growth, credit performance, and operating expenses. Additionally, the report discussed the potential impacts of macroeconomic conditions, regulatory changes, and competitive pressures on the company's ability to meet its financial guidance for 2026.

The report also outlined challenges that could affect revenue growth, including consumer spending patterns, customer acquisition, and the competitive landscape within the payments industry. Key areas of focus for American Express include maintaining its leadership in the premium consumer space, enhancing its commercial payment solutions, and leveraging technological advancements such as artificial intelligence. The company emphasized the importance of effective marketing strategies and controlling operating expenses to achieve its financial objectives.

Apr 23, 2026 07:00:36

American Express Reports Delinquency and Write-off Statistics

American Express Company has provided delinquency and write-off statistics for its U.S. Consumer and U.S. Small Business Card Member loans for the months ending March 31, February 28, and January 31, 2026. These statistics are separate from the data reported by the American Express Credit Account Master Trust, which includes securitized loans that may differ in characteristics compared to the overall loan portfolio. Variability in statistics may occur due to factors such as the timing of holidays and weekends, seasonality, and reporting timelines from third parties.

The credit performance data for the Lending Trust over the recent months highlights the potential differences in loan performance metrics. The statistics are influenced by the mix, vintage, and aging of loans, as well as the methods used to calculate write-off rates. This information is critical for investors to assess the credit risk associated with American Express's loan portfolios.

Apr 15, 2026 12:01:04

American Express Reports Delinquency and Write-off Statistics

American Express Company provided delinquency and write-off statistics for its U.S. Consumer and Small Business Card Member loans as of February 28, January 31, and December 31, 2025. The statistics exclude Card Member loans classified as held for sale and offer insights beyond those reported in the American Express Credit Account Master Trust's monthly Form 10-D report. The performance of the Lending Trust may differ from the overall loan portfolios due to variations in loan characteristics and calculation methods.

The report highlights that the credit performance of the Lending Trust, along with the U.S. Consumer and Small Business loan portfolios, can be influenced by several factors including the mix and aging of loans, as well as external variables like month length and seasonal trends. Investors should note that the reported statistics may experience month-to-month variability, which can impact the overall assessment of credit risk associated with American Express's loan portfolios.

Mar 16, 2026 12:00:25

American Express Increases Quarterly Dividend by 16 Percent

American Express Company has announced a 16 percent increase in its quarterly dividend on common shares, raising it from $0.82 to $0.95 per share. This increase was approved by the Board of Directors and aligns with previous discussions in the company's fourth-quarter 2025 earnings release.

The new dividend will be payable on May 8, 2026, to shareholders who are on record as of April 3, 2026. This announcement may be of interest to investors as it reflects the company's commitment to returning value to shareholders.

Mar 02, 2026 16:18:58

American Express Plans New Headquarters Construction in New York

American Express Company announced plans to construct a new headquarters at 200 Greenwich Street in New York City, covering approximately 1.95 million square feet. Construction is set to begin in spring 2026 and is projected to be completed by 2031. The company indicated that this project is not expected to materially impact its financial results.

Investors should note that the announcement includes forward-looking statements regarding the development timeline and potential impacts, which are subject to various risks and uncertainties. These risks include construction delays, cost overruns, and changes in economic conditions that could affect the project. Further details regarding these risks can be found in the company's Annual Report and other filings.

Feb 25, 2026 09:03:16

American Express Reports Delinquency and Write-off Statistics

American Express Company has released delinquency and write-off statistics for its U.S. Consumer and U.S. Small Business Card Member loans for the months ending January 31, 2026, and December 31 and November 30, 2025. The statistics include loans held for investment and do not reflect those classified as held for sale. These figures are additional to those reported by the American Express Credit Account Master Trust in its monthly filings, noting that there are differences in characteristics between the securitized loans and the overall loan portfolios.

The reported credit performance can fluctuate due to various factors, including the mix and aging of loans, calculation methods for write-off statistics, and external influences such as timing of holidays and weekends. The statistics presented provide insight into the credit performance of the Lending Trust over the most recent reporting periods, with the understanding that they may be subject to variability from month to month.

Feb 17, 2026 12:00:34