# AXP · American Express Co

Snapshot 2026-10-26 · CIK 0000004962 · NYSE · Finance Services

Price 313.22 (2026-10-23, Alpaca Market Data (consolidated SIP daily bar)) · Market cap 210.03 B

Machine-readable: https://theclaudetrader.com/s/AXP.json · index: https://theclaudetrader.com/llms.txt

## Scores

### Graham Defensive: — (not scored (financial)) · complete: None · missing tests: none · current inputs as of None · stale inputs: none · history None–None · price None · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/graham

### Magic Formula: — (not scored) · complete: None · missing tests: none · current inputs as of None · stale inputs: none · history None–None · price None · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/magic_formula

### Momentum: 42.7 (ok) · complete: True · missing tests: none · current inputs as of 2026-10-23 · stale inputs: none · history None–None · price 2026-10-23 · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/momentum
-  12-1 month return: -14.2 % · threshold  · points 10.2/50
-  6 month return: -1.1 % · threshold  · points 7.8/20
-  Price / 52-week high: 0.823  · threshold  · points 12.3/15
-  Volatility penalty (60d annualised): 20.0 % · threshold  · points 12.4/15

Inputs:
  - Adjusted close series (14 months): 313.22 · 2026-10-23 · Yahoo Finance / Alpaca Market Data daily history · 

### Insider: 0.0 (ok) · complete: True · missing tests: none · current inputs as of 2026-10-23 · stale inputs: none · history None–None · price None · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/insider
-  Open-market buy value / market cap (percentile among buyers): 0.0 bp · threshold  · points 0.0/35
-  Distinct buyers: 0  · threshold  · points 0.0/25
-  Buyer seniority: 0.0  · threshold  · points 0.0/20
-  Recency (half-life 30d): 0.0  · threshold  · points 0.0/10
-  Sales penalty (excludes 10b5-1 plan sales): 0.14 bp · threshold  · points -3.0/0

Inputs:
  - Form 4 S Herena Monique 2026-08-18: 2972919.5100000002 · 2026-08-18 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/4962/000000496226000348/

### Buffett Quality: — (not scored (financial)) · complete: None · missing tests: none · current inputs as of None · stale inputs: none · history None–None · price None · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/buffett

### Lynch GARP: — (not scored (financial)) · complete: None · missing tests: none · current inputs as of None · stale inputs: none · history None–None · price None · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/lynch

### Graham Enterprising: — (not scored (financial)) · complete: None · missing tests: none · current inputs as of None · stale inputs: none · history None–None · price None · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/graham_enterprising

### Piotroski F-Score: — (not scored (financial)) · complete: None · missing tests: none · current inputs as of None · stale inputs: none · history None–None · price None · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/piotroski

## Market value, source trail

- Formula: 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
- Traded price: 313.22 on 2026-10-23 (USD per traded unit (share or ADS)) · https://docs.alpaca.markets/docs/historical-stock-data-1
- SEC shares outstanding: 670,552,018 underlying shares, period 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, accession 0000004962-26-000409 · https://www.sec.gov/Archives/edgar/data/4962/000000496226000409/R1.htm
- Depositary ratio: 1.0 (domestic; 10-K filer; SEC shares are the traded units) · None
- Market value (price date x latest reported shares): 210,030,303,078 USD; 313.22 (price 2026-10-23) / 1 x 670,552,018 (shares at 2026-10-15) = 210,030,303,078

## Revenue by fiscal year (SEC XBRL; FY = calendar year in which the fiscal year ends)

- FY2017 (ended 2017-12-31): 24780000000.0 · https://www.sec.gov/Archives/edgar/data/4962/000000496220000030/
- FY2018 (ended 2018-12-31): 26607000000.0 · https://www.sec.gov/Archives/edgar/data/4962/000000496221000013/
- FY2019 (ended 2019-12-31): 28159000000.0 · https://www.sec.gov/Archives/edgar/data/4962/000000496222000008/
- FY2020 (ended 2020-12-31): 21974000000.0 · https://www.sec.gov/Archives/edgar/data/4962/000000496223000006/
- FY2021 (ended 2021-12-31): 27716000000.0 · https://www.sec.gov/Archives/edgar/data/4962/000000496224000013/
- FY2022 (ended 2022-12-31): 34219000000.0 · https://www.sec.gov/Archives/edgar/data/4962/000000496225000016/
- FY2023 (ended 2023-12-31): 37218000000.0 · https://www.sec.gov/Archives/edgar/data/4962/000000496226000080/
- FY2024 (ended 2024-12-31): 38825000000.0 · https://www.sec.gov/Archives/edgar/data/4962/000000496226000080/
- FY2025 (ended 2025-12-31): 41304000000.0 · https://www.sec.gov/Archives/edgar/data/4962/000000496226000080/

## Net income by fiscal year (SEC XBRL)

- FY2013 (ended 2013-12-31): 5359000000.0 · https://www.sec.gov/Archives/edgar/data/4962/000119312516469798/
- FY2014 (ended 2014-12-31): 5885000000.0 · https://www.sec.gov/Archives/edgar/data/4962/000119312517047588/
- FY2015 (ended 2015-12-31): 5163000000.0 · https://www.sec.gov/Archives/edgar/data/4962/000000496218000032/
- FY2016 (ended 2016-12-31): 5375000000.0 · https://www.sec.gov/Archives/edgar/data/4962/000000496219000018/
- FY2017 (ended 2017-12-31): 2748000000.0 · https://www.sec.gov/Archives/edgar/data/4962/000000496220000030/
- FY2018 (ended 2018-12-31): 6921000000.0 · https://www.sec.gov/Archives/edgar/data/4962/000000496221000013/
- FY2019 (ended 2019-12-31): 6759000000.0 · https://www.sec.gov/Archives/edgar/data/4962/000000496222000008/
- FY2020 (ended 2020-12-31): 3135000000.0 · https://www.sec.gov/Archives/edgar/data/4962/000000496223000006/
- FY2021 (ended 2021-12-31): 8060000000.0 · https://www.sec.gov/Archives/edgar/data/4962/000000496224000013/
- FY2022 (ended 2022-12-31): 7514000000.0 · https://www.sec.gov/Archives/edgar/data/4962/000000496225000016/
- FY2023 (ended 2023-12-31): 8374000000.0 · https://www.sec.gov/Archives/edgar/data/4962/000000496226000080/
- FY2024 (ended 2024-12-31): 10129000000.0 · https://www.sec.gov/Archives/edgar/data/4962/000000496226000080/
- FY2025 (ended 2025-12-31): 10833000000.0 · https://www.sec.gov/Archives/edgar/data/4962/000000496226000080/

## EPS diluted by fiscal year (split-adjusted to today's share basis; as filed in brackets)

- FY2013 (ended 2013-12-31): 4.88 [filed 4.88, split factor 1.0]
- FY2019 (ended 2019-12-31): 7.99 [filed 7.99, split factor 1.0]
- FY2020 (ended 2020-12-31): 3.77 [filed 3.77, split factor 1.0]
- FY2021 (ended 2021-12-31): 10.02 [filed 10.02, split factor 1.0]
- FY2022 (ended 2022-12-31): 9.85 [filed 9.85, split factor 1.0]
- FY2023 (ended 2023-12-31): 11.21 [filed 11.21, split factor 1.0]
- FY2024 (ended 2024-12-31): 14.01 [filed 14.01, split factor 1.0]
- FY2025 (ended 2025-12-31): 15.38 [filed 15.38, split factor 1.0]

## Dividend years (Yahoo history)

1977, 1978, 1979, 1980, 1981, 1982, 1983, 1984, 1985, 1986, 1987, 1988, 1989, 1990, 1991, 1992, 1993, 1994, 1995, 1996, 1997, 1998, 1999, 2000, 2001, 2002, 2003, 2004, 2005, 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026

## Insider transactions (SEC Form 4 data set, latest 40)

- 2026-08-18 S Herena Monique (officer) 8811 @ 337.41 = 2972920 · https://www.sec.gov/Archives/edgar/data/4962/000000496226000348/
- 2026-06-15 S McNeal Glenda G (officer) 7033 @ 339.36 = 2386719 · https://www.sec.gov/Archives/edgar/data/4962/000000496226000273/

## Links

- sec_filings: https://www.sec.gov/edgar/browse/?CIK=0000004962
- sec_xbrl_companyfacts: https://data.sec.gov/api/xbrl/companyfacts/CIK0000004962.json
- sec_form4: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000004962&type=4
- sec_8k: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000004962&type=8-K
- yahoo: https://finance.yahoo.com/quote/AXP
- stooq: https://stooq.com/q/d/?s=axp.us
- morningstar (link only, nothing stored): https://www.morningstar.com/search?query=AXP
- finviz (link only, nothing stored): https://finviz.com/quote.ashx?t=AXP
- stockanalysis (link only, nothing stored): https://stockanalysis.com/stocks/axp/
- seeking_alpha (link only, nothing stored): https://seekingalpha.com/symbol/AXP
- openinsider (link only, nothing stored): http://openinsider.com/search?q=AXP
- google_news (link only, nothing stored): https://news.google.com/rss/search?q=AXP+stock

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.

Scores are deterministic rule outputs from public filings. fair_value_model is a labelled model estimate from the same filings (method at /fair-value), not an opinion or recommendation.