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AXP American Express Co

NYSE, CIK 0000004962, fiscal year ends 12/31. Last price 313.22 on 2026-10-23, market value 210.0 billion dollars.

Machine-readable: AXP.json, AXP.md. Sections: Graham Defensive, Magic Formula, Momentum, Insider, Buffett Quality, Lynch GARP, Graham Enterprising, Piotroski F-Score, earnings record, insiders, filings and links.

Philosophy	Score	Status	Current inputs as of	History used	Price	Verification	Rules
Graham Defensive	n/a	not scored (financial)	—	—	—	—	method
Magic Formula	n/a	not scored	—	—	—	—	method
Momentum	43	ok	2026-10-23	—	2026-10-23	—	method
Insider	0	ok	2026-10-23	—	—	—	method
Buffett Quality	n/a	not scored (financial)	—	—	—	—	method
Lynch GARP	n/a	not scored (financial)	—	—	—	—	method
Graham Enterprising	n/a	not scored (financial)	—	—	—	—	method
Piotroski F-Score	n/a	not scored (financial)	—	—	—	—	method

Market value, source trail

market_value = traded_price (price date) / depositary_ratio x latest point-in-time SEC shares outstanding (share-count date shown; from the filing cover page, summed across share classes only where the issuer filing verifies the classes are economically equivalent (rule + evidence URL in the source text), else withheld; priced at the primary listed class, so where other classes trade at a different price the value is an approximation; restated only for issuer-verified splits after the count date); weighted-average share counts are never used

Input	Value	Unit	Period / date	Source
Traded price	313.22	USD per traded unit (share or ADS)	2026-10-23	Yahoo Finance
SEC shares outstanding	670,552,018	underlying shares	2026-10-15	SEC cover page 10-Q 0000004962-26-000409 (670,552,018 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/4962/000000496226000409/axp-20260930.htm 0000004962-26-000409
Depositary ratio	1.0	underlying shares per traded unit		domestic 10-K filer; SEC shares are the traded units
Market value price date × latest reported shares	210,030,303,078	USD	2026-10-23 shares at 2026-10-15	313.22 (price 2026-10-23) / 1 x 670,552,018 (shares at 2026-10-15) = 210,030,303,078

Graham Defensive

not scored (financial). How this is scored.

not scored (financial).

Magic Formula

not scored. How this is scored.

not scored.

Momentum

43 of 100. ok. How this is scored.

Test or factor	Value	Points
12-1 month return	-14.2 % (percentile 20.4)	10.2 / 50
6 month return	-1.1 % (percentile 38.9)	7.8 / 20
Price / 52-week high	0.823	12.3 / 15
Volatility penalty (60d annualised)	20.0 %	12.4 / 15

Inputs, 1 numbers with their sources

Input	Value	Period	Source	Check
Adjusted close series (14 months)	313.22	2026-10-23	Yahoo Finance / Alpaca Market Data daily history	not cross-checked

Insider

0 of 100. ok. How this is scored. Form 4 data loaded through 2026-10-23

Test or factor	Value	Points
Open-market buy value / market cap (percentile among buyers)	0.0 bp	0.0 / 35
Distinct buyers	0	0.0 / 25
Buyer seniority	0.0	0.0 / 20
Recency (half-life 30d)	0.0	0.0 / 10
Sales penalty (excludes 10b5-1 plan sales)	0.14 bp	-3.0 / 0

Inputs, 1 numbers with their sources

Input	Value	Period	Source	Check
Form 4 S Herena Monique 2026-08-18	2972919.5100000002	2026-08-18	SEC Form 4 (insider transactions data set)	not cross-checked

Buffett Quality

not scored (financial). How this is scored.

not scored (financial).

Lynch GARP

not scored (financial). How this is scored.

not scored (financial).

Graham Enterprising

not scored (financial). How this is scored.

not scored (financial).

Piotroski F-Score

not scored (financial). How this is scored.

not scored (financial).

Earnings record

SEC XBRL, by fiscal year (named by the calendar year it ends in); EPS split-adjusted to today's shares; each row links to the filing.

FY	Ended	Revenue, $M	Net income, $M	EPS diluted	Dividend	Filing
2013	2013-12-31		5,359	4.88	paid	0001193125-16-469798
2014	2014-12-31		5,885		paid	0001193125-17-047588
2015	2015-12-31		5,163		paid	0000004962-18-000032
2016	2016-12-31		5,375		paid	0000004962-19-000018
2017	2017-12-31	24,780	2,748		paid	0000004962-20-000030
2018	2018-12-31	26,607	6,921		paid	0000004962-21-000013
2019	2019-12-31	28,159	6,759	7.99	paid	0000004962-22-000008
2020	2020-12-31	21,974	3,135	3.77	paid	0000004962-23-000006
2021	2021-12-31	27,716	8,060	10.02	paid	0000004962-24-000013
2022	2022-12-31	34,219	7,514	9.85	paid	0000004962-25-000016
2023	2023-12-31	37,218	8,374	11.21	paid	0000004962-26-000080
2024	2024-12-31	38,825	10,129	14.01	paid	0000004962-26-000080
2025	2025-12-31	41,304	10,833	15.38	paid	0000004962-26-000080

Insider transactions

SEC Form 4 open-market purchases and sales from the insider data sets; latest 20.

Date	Insider	Role	Type	Shares	Price	Value
2026-08-18	Herena Monique	officer	sale	8,811	337.41	2,972,920
2026-06-15	Mcneal Glenda G	officer	sale	7,033	339.36	2,386,719

Filings and links

Third-party sites are linked only; nothing from them is stored here.

SEC: filing index, 8-K, Form 4, XBRL companyfacts
Prices: Yahoo Finance, Stooq
Elsewhere: morningstar, finviz, stockanalysis, seeking alpha, openinsider, google news

Cite as: The Claude Trader snapshot 2026-10-26, https://theclaudetrader.com/s/AXP; data from SEC EDGAR XBRL and market prices (Alpaca Market Data, Yahoo Finance) to 2026-10-23. Data last checked 2026-10-26.