Each point was worked out with the data available that day. Scale 0-10: 5 is the index average and 10 is the cap (+3 standard deviations), not perfection. The vertical axis zooms to fit this company, so two charts are not comparable by eye.
Market and Valuation
Price & Market
Prev Close Price:$327.98
Open:$328.18
Day's Low:$324.30
Day's High:$328.99
Bid / Ask:-
Market Cap:218.26B
Enterprise Value:236.45B
52-Week Range
52-Week Low:$290.97
52-Week High:$387.49
Current position in 52-week range
52w Low-52w High
50-Day Avg:$317.04
200-Day Avg:$325.92
Volume
Volume Today:2,348,168
Avg Volume (3m):2,876,621
Avg Volume (10d):3,085,530
52-Week Change:-9.02%
vs S&P 500, 52 weeks:-
Beta:1.08
Valuation Multiples
P/E (trailing):18.33
Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Oct 23, 2026. The P/E is the price divided by that EPS.
P/E (forward):16.11
PEG Ratio:1.36
Price / Book:6.10
Price / Sales (TTM):3.00
EV / Revenue:3.25
EV / EBITDA:-
Dividends
Current yield:1.16%
Annual Dividend Rate:$3.80
Dividend Trailing:$3.67
Yield Trailing:1.12%
5-Year Avg Yield:1.09%
Payout Ratio:15.32%
Last Ex-Dividend Date:-
Valuation Context
P/E vs sector (indicative)
Most Recent Quarter:-
Fiscal Year (Next):-
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Date
Open
High
Low
Close
Volume
Financial Statements TTM (Trailing 12 Months)
Income Statement
Total Revenue (TTM):72.85B
Gross Profit:45.13B
EBITDA:-
Net Income (TTM):12.09B
Rev Growth (YoY):+11.30%
Earnings Growth (YoY):+30.90%
Quarterly earnings growth (YoY):+27.90%
Margins
Gross Margin:-
EBITDA Margin:-
Operating Margin:-
Net Margin:-
Per Share
EPS Trailing (TTM):$17.76
Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Oct 23, 2026. The P/E is the price divided by that EPS.
EPS Forward (Est.):$20.20
Revenue Per Share:$107.02
Cash Per Share:-
Book Value:$53.35
Last Dividend:-
Ex-Dividend Date:-
Last Split:-
Balance Sheet & Liquidity
Total cash:43.46B
Total Debt:59.99B
Net Debt (Debt - Cash):16.52B
Debt / Equity:167.57%
Current Ratio:1.58
Quick Ratio:1.58
Cash Flows
Operating Cash Flow:17.63B
Free Cash Flow (FCF):-
FCF Yield (FCF / Market Cap):-
Enterprise Value:236.45B
EV / Revenue:3.25
EV / EBITDA:-
Profitability
ROE (Return on Equity):35.93%
ROA (Return on Assets):4.03%
P/E (trailing):18.33
P/E (forward):16.11
Price / Book:6.10
PEG Ratio:1.36
52-Week Change:-9.02%
S&P 500 change, 52 weeks:+11.37%
Historical Evolution (Last 4 Years)
Income Statement
Balance Sheet
Cash Flow
EPS and Earnings Per Share
Key EPS Metrics
EPS Trailing (TTM):$17.76
Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Oct 23, 2026. The P/E is the price divided by that EPS.
EPS Forward (Est.):$20.20
P/E (forward):16.11
PEG Ratio:1.36
Growth and Margins
Earnings Growth YoY:-
Quarterly Earnings Growth YoY:-
Rev Growth YoY:-
Net Margin:-
Gross Margin:-
EBITDA Margin:-
Per Share
Revenue Per Share:$107.02
Cash Per Share:-
Book Value:$53.35
Cash Flows (TTM)
Free Cash Flow:-
Operating Cash Flow:17.63B
EBITDA:-
Total Revenue (TTM):72.85B
Net Income (TTM):12.09B
Fiscal Year (Last):-
EPS Surprise History - Last 4 Quarters
Actual vs. Analyst Estimates · Green = beat expectations · Red = missed
Quarter
Period
Actual EPS
Estimated EPS
Difference
Surprise %
Currency
Ownership Structure
Ownership Distribution
% Insiders:-
% Institutional:-
% Inst. (of Float):-
No. of Institutions:-
Visual distribution
InsidersInstitutionalFree Float
Shares & Short Interest
Shares Outstanding:670,552,018
Float (free shares):517,599,103
Short interest (shares):10,891,111
Short % of float:-
Short Ratio (days to cover):3.13
Short interest, prior month:-
Short Interest Date:-
Governance Score (1=Best, 10=Worst)
Overall risk:-
Audit Risk:-
Board risk:-
Compensation Risk:-
Shareholder rights risk:-
Top Institutional Holders
Position Change: ▲ Increased · ▼ Reduced · = Unchanged
Organization
Report Date
% Shares
No. Shares
Value (USD)
Change %
Top Mutual Funds
Position Change: ▲ Increased ▼ Decreased = Unchanged
Fund
Report Date
% Shares
No. Shares
Value (USD)
Change %
Recent Insider Trades
Executive / Insider
Title
Date
Action
Shares
Options Chain
CALLS
Strike
Last
Bid
Ask
Vol.
O.I.
IV
PUTS
Strike
Last
Bid
Ask
Vol.
O.I.
IV
Sentiment Metrics
Put/Call Ratio (Volume):-
Put/Call Ratio (O.I.):-
Max Pain (estimated):-
Total O.I. Calls:-
Total O.I. Puts:-
Expected move
Average IV (Calls ATM):-
Average IV (Puts ATM):-
Days to Expiration:-
Expected move (±):-
American Express Company (AXP) SEC filings: 10-K, 10-Q and 8-K
Direct links to financial reports filed with the SEC.
American Express Company, together with its subsidiaries, operates as an integrated payments company in the United States, Europe, the Middle East and Africa, the Asia Pacific, Australia, New Zealand, Latin America, Canada, the Caribbean, and internationally. It operates through four segments: U.S. Consumer Services, Commercial Services, International Card Services, and Global Merchant and Network Services. The company offers credit and charge cards and complementary products and services, including travel, dining, and lifestyle and expense management products and services; and banking and other payment and financing products and services, including deposits and non-card lending. It also provides merchant acquisition and processing, servicing and settlement, fraud prevention, and point-of-sale marketing and information products and services, as well as network services. The company offers its products and services to consumers, small businesses, mid-sized companies, and large corporations through mobile and online applications, affiliate marketing, customer referral programs, third-party service providers and business partners, in-house sales teams, direct mail, telephone, and direct response advertising. American Express Company was founded in 1850 and is headquartered in New York, New York.
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American Express Company (AXP): Quantitative Analysis
American Express Company (AXP) — Financial Services — Credit Services. AXP is in the S&P 500 today. Model factor scores and market data, recalculated every trading day.
So far in 2026, AXP has returned −11.0% against +11.4% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Nov 3, 2026.
AXP ranks 432 of 461 on today's multifactor score, and 57 of the 58 Financial Services companies that score. Its strongest factor is value (Z -0.22, ranked 268 of 489); its weakest is momentum (Z -0.95, ranked 421 of 494). Each factor ranks only the companies with data for it, and the multifactor score only those with all four: that is why the totals differ.
Factor scores
The Z-Score is how many standard deviations the company sits from the index average: 0 is average, positive is better than average, negative is worse.
Frequently asked questions about American Express (AXP)
When does American Express report earnings?
American Express has no announced date in the Nasdaq public calendar checked (Nov 3, 2026 to Dec 7, 2026). Of its last 12 earnings announcements: 12 before the open (SEC filings through Oct 23, 2026). AXP earnings dates and times, quarter by quarter →
What is American Express's P/E ratio?
American Express's P/E (price over earnings per share for the last twelve months) is 18.3 at the Nov 3, 2026 close. That EPS is the 12-month diluted figure from the SEC, the four quarters ended Sep 30, 2026. The median of the 68 Financial Services companies with a P/E is 14.2, and the S&P 500's, 23.5: American Express is above its sector median. Financial Services stocks, company by company →
Where does American Express rank on Quant500?
In the Nov 3, 2026 multi-factor ranking, American Express ranks 432 of 461, and 57 of the 58 Financial Services companies that score. The ranking orders S&P 500 companies by the average of four factors (momentum, value, quality and growth) and is recalculated every trading day. It is a model output, not investment advice. The full ranking →How it is calculated →
Have American Express insiders bought or sold shares?
The latest open-market purchase of American Express shares filed with the SEC (Form 4) was on Apr 9, 2025, by an officer, for $523. The latest sale was on Aug 18, 2026, by an officer, for $3.0M. In total, from August 2025 through Nov 3, 2026: 7 purchases and 18 sales by directors, officers and large shareholders. All AXP insider trades →
Does American Express pay a dividend?
Yes. Its dividend yield is 1.16% at the Nov 3, 2026 close (annual dividend of $3.80 per share). The latest recorded ex-dividend date is Oct 9, 2026.
What sector is American Express in, and which index?
American Express is classified in the Financial Services sector (industry: Credit Services), per the data provider's classification (similar to GICS, not identical). It is in the S&P 500 today. It is one of the 70 S&P 500 companies in that sector. Financial Services stocks →
What is behind these numbers
The concepts on this page, explained from scratch in the Academy. Free, no account.
Quality and low volatilityWhere the quality score comes from, and why it is the factor with the most competing definitions, all of them called the same thing.
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