American Express Company

New York Stock Exchange
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Bullish +75

AMERICAN EXPRESS ($AXP) Releases Q1 2026 Earnings - Quiver Quantitative

📊 American Express (AXP) reported Q1 2026 earnings on April 23rd with EPS of $4.28, exceeding the $4.06 estimate.

💰 Revenue reached $18.9 billion, surpassing analyst estimates by approximately $104 million.

📉 Insider trading activity shows 18 sales and no purchases over the past six months.

🏦 Institutional investors saw a net decrease with 1,313 reducing positions versus 1,216 adding shares in the last quarter.

💬 Members of Congress traded AXP stock 8 times recently, with 5 sales and 3 purchases recorded in six months.

🎯 Analyst consensus price targets suggest a median target of $345.0 for AMERICAN EXPRESS stock over the last six months.

⚠️ Quiver Quantitative provides additional data on hedge fund activity and congressional trading but notes potential ticker-mapping inaccuracies.

Bullish Signals
  • American Express reported earnings per share of $4.28 for Q1 2026, beating analyst estimates of $4.06 by a significant margin of $0.22.
  • The company's revenue reached $18,907,000,000 in the first quarter of 2026, exceeding market expectations of $18,802,993,027 by approximately $104 million.
  • Multiple analysts have issued price targets for American Express stock in the last six months, with a median target set at $345.0 indicating ongoing institutional interest and valuation support.
Risk Factors
  • Insider trading activity shows a bearish signal with all 18 trades by company insiders over the past 6 months being sales and zero purchases.
  • Institutional investors have decreased their positions more than they increased them, with 1,313 decreasing holdings versus only 1,216 adding shares in the most recent quarter.
Full Analysis
American Express (AXP) released its Q1 2026 earnings results on Thursday, April 23rd, posting a quarterly profit of $4.28 per share which exceeded the consensus estimate of $4.06 by $0.22. Revenue for the period totaled $18.9 billion, surpassing analyst expectations of approximately $18.8 billion by about $104 million. This marks the fourth consecutive quarter where the company has beaten Wall Street's estimates on earnings and revenue, highlighting consistent outperformance relative to market projections. In terms of institutional activity, 1,216 institutional investors increased their holdings in American Express stock during the most recent quarter, while 1,313 investors decreased their positions. Insider trading data over the past six months reveals that company insiders have engaged in 18 separate trades of AXP stock on the open market, with all 18 transactions classified as sales and no purchases recorded by insiders within this timeframe. Members of Congress also showed activity in the stock, making 8 trades in total over the same six-month period, consisting of three purchases and five sales. Analysts have provided guidance for American Express recently, with eight analysts issuing price targets over the last six months. The median analyst price target stands at $345.00. While these figures suggest a specific valuation range based on current market conditions, investors are advised that there may be inaccuracies due to ticker-mapping anomalies or other data issues. This summary is provided for informational purposes and does not constitute financial advice; readers should consult Quiver Quantitative's disclaimers for more details and consider the company's API for further data integration needs regarding congressional trading, insider transactions, and hedge fund movements.