AXP AMERICAN EXPRESS CO

BULLISH Impact: 2/10 ANALYST-UPGRADE
Processed 9d 12h ago SEC analyst-AXP-freedomb-20251024
3 firms acted on AXP: Freedom Broker, Redburn Atlantic, B of A Securities
Final — all horizons settled through T+60d ⚠ clustered
AXP ▲ +0.02% at T+60d
LONG call ✓ call won +0.02% · α vs SPY -0.53% · entry $361.49 → $361.57
Last close $312.30 (close Jun 8) · -13.61% from $361.49 entry
Entry anchored
Oct 24, 03:59 PM ET
via Databento tick
T+1d
-0.16%
call -0.16% · α -0.41%
$360.92
settled 8mo ago
T+5d
-0.02%
call -0.02% · α +0.29%
$361.42
settled 7mo ago
T+20d
-1.57%
call -1.57% · α +0.83%
$355.82
settled 7mo ago
T+60d
+0.02%
call +0.02% · α -0.53%
$361.57
settled 5mo ago

Price Chart

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Executive Summary

3 firms acted on AXP: Freedom Broker, Redburn Atlantic, B of A Securities

Impact Score

Base Score
2/7
LLM Adjustment
+0
Final Score
2/10

Consensus & Targets

Buy / Strong Buy
16 (46%)
Hold
18
Sell / Strong Sell
1
Total Analysts
24
Mean PT
$361.57
Median PT
$353.79
High PT
$450.00
Low PT
$285.00
Current Price
$316.47
Implied Upside
+14.2%

Recent Analyst Activity

DateFirmActionRatingPrice Target
2026-05-22 Loop Capital initiate Buy $389.00
2026-04-29 Evercore ISI Group maintain In-Line $345.00
2026-04-28 Goldman Sachs maintain Buy $400.00
2026-04-24 Barclays maintain Equal-Weight $322.00
2026-04-24 B of A Securities maintain Buy $387.00
2026-04-24 BTIG reiterate Sell $285.00
2026-04-16 Morgan Stanley maintain Equal-Weight $385.00
2026-04-09 JP Morgan maintain Neutral $325.00
2026-04-09 Wells Fargo maintain Overweight $415.00
2026-04-06 Evercore ISI Group maintain In-Line

Firm Track Record — Freedom Broker

Freedom Broker accuracy: 66% on 68 calls | avg return: 11.8%

Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.

FirmAccuracyCallsAvg Returnvs Average
TD Cowen 100% 2/2 11.5% top tier
Goldman Sachs 100% 2/2 11.9% top tier
Deutsche Bank 100% 2/2 11.5% top tier
Barclays 86% 6/7 10.4% top tier
Evercore ISI Group 83% 5/6 4.7% top tier
Monness, Crespi, Hardt 80% 4/5 9.6% top tier
Citigroup 75% 3/4 0.7% top tier
Truist Securities 75% 6/8 6.2% top tier
B of A Securities 71% 5/7 13% top tier
RBC Capital 71% 5/7 6.4% top tier

Earnings Estimates

Next earnings: Jul 16, 2026

PeriodEPS Est.EPS RangeRevenueRevisions (7d)
0q $4.39 $4.09 — $4.55 $19.6B ↑1 ↓0
+1q $4.64 $4.37 — $5.80 $20.1B ↑0 ↓0
0y $17.65 $17.34 — $18.62 $79.4B ↑0 ↓0
+1y $20.12 $19.15 — $20.88 $86.4B ↑1 ↓0

Cross-Platform Signals

Insider Trades (90d)
0 buys / 2 sells
Congressional
Rick Larsen (democrat) — sell $1,001 - $15,000
Congressional
Jared Moskowitz (democrat) — buy $1,001 - $15,000
Congressional
Shelley Moore Capito (republican) — buy $1,001 - $15,000
Institutional
NORGES BANK — new
Institutional
TWO SIGMA INVESTMENTS, LP — new
Institutional
WELLS FARGO & COMPANY/MN — add (31.4%)
Short Interest
Short: 539,336 | Exempt: 252 | TRF Vol: 926,094 | Short Ratio: 58.2% | Off-exchange volume (dark pool + OTC)

Documents Analyzed

Report based on filing metadata.

15 reports for AXP
Performance horizon
33% Hit rate 1 of 3 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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