American Express Company (AXP)
What changed in recent filings
- Revenue +10% YoYQuarter ended Jun 30, 2026
- Institutions — 2 added · 2 reduced13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
American Express Company recent earnings releases
Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.
- 26Q2Released Jul 24, 2026Revenue +8.6% YoY · EPS $4.53Released before the open: Jul 23 close → Jul 24 close, the stock moved -4.3% · over the same window, market +0.1% · sector +0.8%
- 26Q1Released Apr 23, 2026Revenue +9.3% YoY · EPS $4.28Released before the open: Apr 22 close → Apr 23 close, the stock moved -4.3% · over the same window, market -0.4% · sector -1.2%
- 25Q4Released Jan 30, 2026Revenue +9.9% YoY · EPS $3.53Released before the open: Jan 29 close → Jan 30 close, the stock moved -1.8% · over the same window, market -0.3% · sector -0.4%
- 25Q3Released Oct 17, 2025Revenue +7.2% YoY · EPS $4.14Released before the open: Oct 16 close → Oct 17 close, the stock moved +7.3% · over the same window, market +0.6% · sector +0.3%
Institutions holding American Express Company
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 10 → 2026 Q2: 7 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold American Express Company
Institutions we track that reported holding this stock in their most recent 13F.
- Berkshire Hathaway17.14% of portfolio · held as of 2019 Q1 or earlier
- National Pension Service (Korea)0.26% of portfolio · held as of 2019 Q1 or earlier
- Dodge & Cox0.05% of portfolio · held as of 2019 Q1 or earlier
- Caisse de depot (Quebec)0.14% of portfolio · held as of 2019 Q1 or earlier
- Harris Associates (Oakmark)0.09% of portfolio · since 2020 Q1
- Capital World Investors0.08% of portfolio · since 2024 Q2
- Bridgewater Associates0.04% of portfolio · since 2025 Q3
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Q2 2026 13F recap — stocks several institutions bought and sold together →Company overview
A financial company offering premium credit cards and payment services, with a brand built on a high-income customer base.
What is the Financials sector?
Banks, investment, cards, and fintech. Moves with the rate cycle.
American Express Company is classified under the Financials sector. See peers below.
American Express Company key financials
Based on SEC filings · as of Jun 30, 2026
Tap a metric name to see its meaning in the glossary.
American Express Company vs Financials sector benchmark
Median of 34 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
AXP revenue by segment summary
SEC 10-Q · segment totals cross-checked against total revenue
2026-06-30 revenue was $19.6B, +10.0% YoY.
The largest segment is U.S. Consumer Services, 48.2% of revenue — a concentrated structure.
Recent revenue growth was led mainly by the U.S. Consumer Services segment (about 55% of the increase).
Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.
AXP segment revenue mix trend
Quarterly change in segment revenue share · verified from SEC filings
2 quarters with a different segment breakdown were omitted (filing basis changed).
ETFs holding American Express Company
Per SEC N-PORT · 2026-07-31 · by weight · factual
AXP on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Financials average
Peers · Financials
AXP FAQ
What is American Express Company (AXP)?
A financial company offering premium credit cards and payment services, with a brand built on a high-income customer base.
What sector is American Express Company in?
American Express Company is classified under Financials. Banks, investment, cards, and fintech. Moves with the rate cycle.
What are American Express Company's key financials?
As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 8.8%, Net margin 26.6%, ROE 32.4%, Debt-to-equity 1.66x. Definitions and interpretation are available on Stocklore.
What are American Express Company's main revenue segments?
The largest segment is U.S. Consumer Services, about 48.2% of revenue. Segment totals are cross-checked against total revenue from SEC filings.
Where can I analyze American Express Company (AXP) stock?
On Stocklore you can see AXP's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.