American Express Ownership
| AXP Stock | USD 270.83 0.18 0.07% |
Shares in Circulation | First Issued 1985-09-30 | Previous Quarter 709 M | Current Value 709 M | Avarage Shares Outstanding 1.2 B | Quarterly Volatility 238.4 M |
American |
American Stock Ownership Analysis
About 22.0% of the company shares are held by company insiders. The company has Price/Earnings To Growth (PEG) ratio of 1.84. American Express recorded earning per share (EPS) of 14.43. The entity last dividend was issued on the 4th of April 2025. The firm had 10000:8753 split on the 3rd of October 2005. American Express Company, together with its subsidiaries, provides charge and credit payment card products, and travel-related services worldwide. American Express Company was founded in 1850 and is headquartered in New York, New York. American Express operates under Credit Services classification in the United States and is traded on New York Stock Exchange. It employs 64000 people. For more info on American Express please contact Anre Williams at (212) 640-2000 or go to https://www.americanexpress.com.Besides selling stocks to institutional investors, American Express also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different American Express' stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align American Express' strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
American Express Quarterly Liabilities And Stockholders Equity |
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American Express Insider Trades History
About 22.0% of American Express are currently held by insiders. Unlike American Express' institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against American Express' private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of American Express' insider trades
American Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as American Express is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading American Express backward and forwards among themselves. American Express' institutional investor refers to the entity that pools money to purchase American Express' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | T. Rowe Price Associates, Inc. | 2024-12-31 | 8.4 M | Bank Of America Corp | 2024-12-31 | 7.5 M | Northern Trust Corp | 2024-12-31 | 6.8 M | Norges Bank | 2024-12-31 | 6 M | Nuveen Asset Management, Llc | 2024-12-31 | 5.7 M | Ubs Asset Mgmt Americas Inc | 2024-12-31 | 5 M | Amvescap Plc. | 2024-12-31 | 4.6 M | Artisan Partners Limited Partnership | 2024-12-31 | 4.4 M | Bank Of New York Mellon Corp | 2024-12-31 | 4.4 M | Berkshire Hathaway Inc | 2024-12-31 | 151.6 M | Vanguard Group Inc | 2024-12-31 | 45.2 M |
American Express Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific American Express insiders, such as employees or executives, is commonly permitted as long as it does not rely on American Express' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases American Express insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Douglas Buckminster over a month ago Acquisition by Douglas Buckminster of 24954 shares of American Express at 177.06 subject to Rule 16b-3 | ||
Douglas Buckminster over a month ago Acquisition by Douglas Buckminster of 24954 shares of American Express at 177.06 subject to Rule 16b-3 | ||
Christopher Young over a year ago Acquisition by Christopher Young of 232 shares of American Express subject to Rule 16b-3 | ||
Ronald Williams over a year ago Acquisition by Ronald Williams of 421 shares of American Express subject to Rule 16b-3 |
American Express' latest congressional trading
Congressional trading in companies like American Express, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in American Express by those in governmental positions are based on the same information available to the general public.
| 2025-03-05 | Senator John Boozman | Acquired Under $15K | Verify | ||
| 2024-09-02 | Representative John James | Acquired Under $15K | Verify | ||
| 2024-01-24 | Representative Blake Moore | Acquired Under $15K | Verify | ||
| 2023-10-31 | Senator Markwayne Mullin | Acquired Under $15K | Verify | ||
| 2023-10-11 | Senator Markwayne Mullin | Acquired $15K to $50K | Verify | ||
| 2023-09-22 | Senator Dan Sullivan | Acquired Under $15K | Verify | ||
| 2023-09-17 | Senator Dan Sullivan | Acquired Under $15K | Verify | ||
| 2023-02-09 | Representative Shri Thanedar | Acquired Under $15K | Verify | ||
| 2022-07-22 | Representative Lois Frankel | Acquired Under $15K | Verify | ||
| 2022-04-05 | Representative Kurt Schrader | Acquired Under $15K | Verify | ||
| 2022-04-01 | Representative Kurt Schrader | Acquired Under $15K | Verify | ||
| 2022-03-23 | Representative John Curtis | Acquired Under $15K | Verify | ||
| 2022-03-04 | Representative Nancy Pelosi | Acquired $250K to $500K | Verify | ||
| 2022-02-28 | Representative Nancy Pelosi | Acquired $250K to $500K | Verify | ||
| 2021-12-21 | Representative Lois Frankel | Acquired Under $15K | Verify | ||
| 2021-12-01 | Representative Aston Donald McEachin | Acquired Under $15K | Verify | ||
| 2021-07-17 | Representative Blake Moore | Acquired Under $15K | Verify | ||
| 2021-02-19 | Representative John A Yarmuth | Acquired Under $15K | Verify | ||
| 2021-01-21 | Representative Lois Frankel | Acquired Under $15K | Verify | ||
| 2020-11-24 | Representative Lois Frankel | Acquired Under $15K | Verify | ||
| 2020-11-19 | Representative Robert J Wittman | Acquired Under $15K | Verify | ||
| 2020-09-08 | Representative K Michael Conaway | Acquired $15K to $50K | Verify | ||
| 2020-07-20 | Representative Nancy Pelosi | Acquired $100K to $250K | Verify | ||
| 2020-05-12 | Representative Fred Upton | Acquired Under $15K | Verify | ||
| 2019-09-18 | Representative Robert J Wittman | Acquired Under $15K | Verify | ||
| 2019-02-26 | Senator Angus King | Acquired Under $15K | Verify | ||
| 2016-10-07 | Senator Sheldon Whitehouse | Acquired $15K to $50K | Verify | ||
| 2015-01-29 | Senator Susan M Collins | Acquired Under $15K | Verify | ||
| 2014-08-26 | Senator Sheldon Whitehouse | Acquired Under $15K | Verify | ||
| 2014-04-29 | Senator Susan M Collins | Acquired Under $15K | Verify |
American Express Outstanding Bonds
American Express issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. American Express uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most American bonds can be classified according to their maturity, which is the date when American Express has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| AMERICAN EXPRESS 815 Corp BondUS025816AZ26 | View | |
| AMERICAN EXPRESS 405 Corp BondUS025816BF52 | View | |
| AMERICAN EXPRESS 42 Corp BondUS025816CA56 | View | |
| AMERICAN EXPRESS PANY Corp BondUS025816CF44 | View | |
| AXP 355 Corp BondUS025816CH00 | View | |
| AXP 4732065 04 NOV 26 Corp BondUS025816CL12 | View | |
| American Express Co Corp BondUS025816CM94 | View | |
| AXP 33 03 MAY 27 Corp BondUS025816CP26 | View |
American Express Corporate Filings
8K | 17th of March 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 14th of March 2025 Other Reports | ViewVerify | |
F4 | 11th of March 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10K | 7th of February 2025 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
Pair Trading with American Express
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if American Express position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in American Express will appreciate offsetting losses from the drop in the long position's value.Moving together with American Stock
Moving against American Stock
| 0.75 | CB | Chubb | PairCorr |
| 0.48 | FORLU | Four Leaf Acquisition | PairCorr |
| 0.43 | BBUC | Brookfield Business Corp | PairCorr |
| 0.39 | TWO | Two Harbors Investments | PairCorr |
The ability to find closely correlated positions to American Express could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace American Express when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back American Express - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling American Express to buy it.
The correlation of American Express is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as American Express moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if American Express moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for American Express can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for American Stock Analysis
When running American Express' price analysis, check to measure American Express' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy American Express is operating at the current time. Most of American Express' value examination focuses on studying past and present price action to predict the probability of American Express' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move American Express' price. Additionally, you may evaluate how the addition of American Express to your portfolios can decrease your overall portfolio volatility.