AXP AMERICAN EXPRESS CO

NEUTRAL Impact: 2/10 8-K
Horizon immediate Filed May 15, 2026 Processed 25d 14h ago SEC 0000004962-26-000249
8-K context-dependent: Items 7.01
Latest settled — T+5d
AXP ▼ -0.45% at T+5d
NEUTRAL call ✗ call lost -0.45% · α vs SPY -1.42% · entry $313.33 → $311.91
Next anchor: T+20d in 5d
Last close $312.30 (close Jun 8) · -0.33% from $313.33 entry
Entry anchored
May 15, 2026
via day open
T+1d
-0.40%
call -0.40% · α -0.34%
$312.07
settled 23d ago
T+5d
-0.45%
call -0.45% · α -1.42%
$311.91
settled 19d ago
T+20d
call — · α —
in 5d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

American Express filed its monthly delinquency and write-off statistics for U.S. Consumer and Small Business card balances for April 2026. Total card balances grew to $157.2B (up 5.6% YoY), with stable delinquency rates and slightly higher net write-off rates (Consumer 2.1% vs 1.8% YoY). This is a routine credit quality update with no material surprises.

Actionable Insight

No trading implications from this routine monthly data. Monitor trends in net write-off rates and delinquency for signs of credit deterioration; current levels remain within historical norms.

Key Facts

  • Total card balances held for investment: $157.2B as of April 30, 2026
  • U.S. Consumer: total balances $111.4B, 30+ days past due 1.2%, net write-off rate 2.1%
  • U.S. Small Business: total balances $45.8B, 30+ days past due 1.5%, net write-off rate 2.4%
  • Consumer net write-off rate increased from 1.8% (Apr 2025) to 2.1% (Apr 2026)
  • Total card balances grew ~5.6% year-over-year
  • Lending Trust annualized default rate: 1.3% for April 2026

Financial Impact

No material financial impact; routine credit data disclosure

delinquency ratesnet write-off rates

Risk Factors

  • Gradual increase in consumer net write-off rate (2.1% vs 1.8% YoY) could signal emerging credit stress
  • Small business net write-off rate remains elevated at 2.4%
  • Potential for higher charge-offs if economic conditions weaken

Market Snapshot

Exchange
NYSE
Sector
Finance Services
Analyst Consensus
46% bullish (35 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000004962-26-000249
Document: axp-20260515.htm0000004962-26-000249
Document: 0000004962-26-000249-index-headers.html0000004962-26-000249
Document: 0000004962-26-000249-index.html0000004962-26-000249
Document: 0000004962-26-000249.txt0000004962-26-000249
15 reports for AXP
Performance horizon
50% Hit rate 2 of 4 directional calls best @ T+20▲ +5.59%May 8, 2026
Filters
Rows
Reports for AXP — sortable, filterable
Type Now
May 31, 2026
9d ago
ANALYST-UPGRADE
BULLISH ★ 2/10
$361.49 $361.42▼ −0.02%▲ +0.29%$312.30 (−13.61%)
May 22, 2026
18d ago
ANALYST-UPGRADE
MIXED ★ 1/10
$311.91 $313.54▲ +0.52%▼ −1.15%$312.30 (+0.13%)
May 22, 2026
19d ago
Court Ruling
NEUTRAL ★ 1/10
$311.91 $313.54▲ +0.52%▼ −1.15%$312.30 (+0.13%)
May 20, 2026
21d ago
Court Ruling
NEUTRAL ★ 1/10
$309.61 $316.37▲ +2.18%▲ +0.33%$312.30 (+0.87%)
May 15, 2026
25d ago
8-K
NEUTRAL ★ 2/10
$313.33 $311.91▼ −0.45%▼ −1.42%$312.30 (−0.33%)
May 8, 2026
4w ago
ANALYST-UPGRADE
BEARISH ★ 1/10
$265.31 $270.32▼ −1.89%▼ −1.62%$312.30 (−17.71%)
May 4, 2026
5w ago
8-K
NEUTRAL ★ 2/10
$319.19 $312.34▼ −2.15%▼ −5.08%$312.30 (−2.16%)
May 4, 2026
5w ago
8-K
BULLISH ★ 6/10
$319.19 $312.34▼ −2.15%▼ −5.08%$312.30 (−2.16%)
May 1, 2026
5w ago
ANALYST-UPGRADE
MIXED ★ 3/10
$361.49 $361.42▼ −0.02%▲ +0.29%$312.30 (−13.61%)
Apr 23, 2026
6w ago
8-K
BULLISH ★ 8/10
$318.38 $315.65▼ −0.86%▼ −2.33%$312.30 (−1.91%)
Showing 10 of 15

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