Insider selling: $315,788,033 sold by 18 insiders (30d)
Est. revisions:
-0.1%
(8 up, 4 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model & Position History (net +0.6)
Factor Model
net +0.6 1.8 / 10
Est. Revisions
-0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+0.6
Narrative Gap
+0.0
AXP boosts dividends amid strong Gen-Z spend
Watch: Watch upcoming AXP earnings for credit card volume trends and delinquencies to gauge sustained revenue momentum and risk from potential consumer spending weakness.
Full analysis
American Express raised its quarterly dividend by 16% alongside FY2026 EPS guidance between $17.30 and $17.90, signaling solid profitability. Spending jumped 36% among Gen-Z and Millennials, driving revenue growth despite falling institutional holdings by GAMCO Investors. Insider activity is heavily skewed to selling totaling over $123M, though a small insider buy cluster of $1M shows some confidence. Gabelli Dividend & Income Trust delivered 42% total return last year with AXP as a core holding.
The strong dividend raise and robust younger customer spending underscore AXP's earnings power and premium cardholder loyalty amid subscription to dividend-focused funds, but insider selling and recent share price downtrend temper enthusiasm.
Evidence
1d ago
Insider sell by RUTLEDGE ELIZABETH (AXP): $18,010,684
1d ago
Insider sell by SQUERI STEPHEN J (AXP): $37,033,681
1d ago
Insider sell by SEEGER LAUREEN E (AXP): $23,371,767
1d ago
Insider sell by MCNEAL GLENDA G (AXP): $15,474,837
1d ago
Insider sell by SQUERI STEPHEN J (AXP): $48,897,715
1d ago
Insider sell by WILLIAMS ANRE D. (AXP): $21,049,741
1d ago
Insider sell by BUCKMINSTER DOUGLAS E (AXP): $27,266,830
1d ago
Insider sell by SQUERI STEPHEN J (AXP): $16,241,201
7 older signals
1d ago
Insider buy by ANGELAKIS MICHAEL J (AXP): $998,593
1d ago
Insider buy by JOABAR RAYMOND D (AXP): $4,054
Fundamentals & Data ▾
American Express Company
Financial Services · Credit Services
Mkt Cap
$215B
P/E
20.4 fwd 15.6
Beta
1.13
Div Yield
121.00%
52w Range
$239.27 - $387.49
Short Interest
12.5M 2.33%
Days to Cover
3.1 +26%
Technicals
downtrend
from 52w Hi
0.0%
1w return
+6.5%
Insiders
selling
0B / 9S
EPS Estimate
$3.99
-0.1% 30d
8up / 4dn
Est. Dispersion
14%
20 analysts
Analyst Target
$360
$285 - $462
Options P/C
0.23
1C / 0P unusual
Insider Cluster
buy cluster
2B / 13S
Fund Convergence
strong
D.E. Shaw, Citadel, Bridgewater
Financials
Revenue
$19.0B +10% YoY
FCF
$2.3B
Momentum:
decelerating
Top Holders
Berkshire
$56.1B
D.E. Shaw
$2.9B
Citadel
$733M
Bridgewater
$12M
Recent Filings & Data
insider trade
108
net selling
· $315,788,033 sold
· $1,002,647 bought
18 insiders · 108 transactions (30d)
Recent transactions
JOABAR RAYMOND D · sell · $12,257
LIEBERMAN QUINN JESSICA · sell · $909,661
JOABAR RAYMOND D · sell · $4,769,396
GROSFIELD HOWARD M · sell · $2,820,302
RADHAKRISHNAN RAVIKUMAR S · sell · $5,348,672
SEEGER LAUREEN E · sell · $4,597,930
PICKETT DENISE · sell · $8,346,340
PICKETT DENISE · exercise · $2,197,903
MARRS ANNA · sell · $9,599,024
MARRS ANNA · exercise · $2,602,761
MCNEAL GLENDA G · award
SQUERI STEPHEN J · award
PICKETT DENISE · award
RUTLEDGE ELIZABETH · award
MARRS ANNA · award
JOABAR RAYMOND D · award
SKYLER JENNIFER · award
LIEBERMAN QUINN JESSICA · award
RADHAKRISHNAN RAVIKUMAR S · award
GROSFIELD HOWARD M · award
MARQUEZ RAFAEL · award
LE CAILLEC CHRISTOPHE · award
TABISH DOUGLAS J · award
SEEGER LAUREEN E · award
BUCKMINSTER DOUGLAS E · award
HERENA MONIQUE · award
JOABAR RAYMOND D · other
JOABAR RAYMOND D · sell · $538,902
BUCKMINSTER DOUGLAS E · other
RUTLEDGE ELIZABETH · sell · $18,010,684
RUTLEDGE ELIZABETH · exercise · $3,271,500
TABISH DOUGLAS J · sell · $894,359
PICKETT DENISE · sell · $1,753,650
SQUERI STEPHEN J · other
SQUERI STEPHEN J · sell · $37,033,681
SQUERI STEPHEN J · exercise · $14,783,977
HERENA MONIQUE · other
HERENA MONIQUE · sell · $2,833,527
BUCKMINSTER DOUGLAS E · other
BUCKMINSTER DOUGLAS E · sell · $7,671,327
BUCKMINSTER DOUGLAS E · exercise · $1,294,890
SEEGER LAUREEN E · sell · $23,371,767
SEEGER LAUREEN E · exercise · $3,009,666
MCNEAL GLENDA G · sell · $15,474,837
MCNEAL GLENDA G · exercise · $3,271,500
MARRS ANNA · sell · $1,709,235
MARQUEZ RAFAEL · sell · $3,563,160
JOABAR RAYMOND D · sell · $120,976
GROSFIELD HOWARD M · sell · $2,603,475
MCNEAL GLENDA G · sell · $799,009
JOABAR RAYMOND D · buy · $4,054
ANGELAKIS MICHAEL J · buy · $998,593
MARRS ANNA · sell · $6,320,504
MARRS ANNA · exercise · $2,881,474
LIEBERMAN QUINN JESSICA · sell · $897,590
MCNEAL GLENDA G · sell · $2,290,914
SQUERI STEPHEN J · sell · $16,241,201
PICKETT DENISE · sell · $7,250,835
PICKETT DENISE · exercise · $2,433,336
JOABAR RAYMOND D · sell · $3,525,468
RADHAKRISHNAN RAVIKUMAR S · sell · $3,027,327
MCNEAL GLENDA G · award · $3,109,143
WILLIAMS ANRE D. · award · $10,374,463
SQUERI STEPHEN J · award · $32,596,006
PICKETT DENISE · award · $6,518,885
RUTLEDGE ELIZABETH · award · $2,787,660
MARRS ANNA · award · $7,720,015
JOABAR RAYMOND D · award · $7,548,516
JOABAR RAYMOND D · sell · $4,765,295
JOABAR RAYMOND D · exercise · $1,764,711
SKYLER JENNIFER · award · $2,832,275
LIEBERMAN QUINN JESSICA · award · $1,822,579
RADHAKRISHNAN RAVIKUMAR S · award · $8,406,014
GROSFIELD HOWARD M · award · $3,752,425
MARQUEZ RAFAEL · award · $3,752,425
LE CAILLEC CHRISTOPHE · award · $2,948,402
TABISH DOUGLAS J · award · $2,948,402
SEEGER LAUREEN E · award · $8,331,022
BUCKMINSTER DOUGLAS E · award · $12,149,895
HERENA MONIQUE · award · $5,832,886
LE CAILLEC CHRISTOPHE · sell · $1,820,880
LE CAILLEC CHRISTOPHE · exercise · $523,440
BUCKMINSTER DOUGLAS E · other
SQUERI STEPHEN J · sell · $48,897,715
SQUERI STEPHEN J · exercise · $17,029,656
HERENA MONIQUE · sell · $374,010
BUCKMINSTER DOUGLAS E · sell · $3,552,819
BUCKMINSTER DOUGLAS E · exercise · $1,092,146
WILLIAMS ANRE D. · sell · $21,049,741
WILLIAMS ANRE D. · exercise · $12,669,711
BUCKMINSTER DOUGLAS E · other
PICKETT DENISE · sell · $666,213
PICKETT DENISE · exercise · $240,453
JOABAR RAYMOND D · sell · $644,770
SKYLER JENNIFER · sell · $3,578,087
SKYLER JENNIFER · exercise · $1,378,509
LIEBERMAN QUINN JESSICA · sell · $729,770
MARRS ANNA · sell · $829,501
MARRS ANNA · exercise · $343,504
BUCKMINSTER DOUGLAS E · sell · $27,266,830
BUCKMINSTER DOUGLAS E · exercise · $11,205,356
WILLIAMS ANRE D. · award · $1,373,073
PICKETT DENISE · award · $505,794
MARRS ANNA · award · $722,733
JOABAR RAYMOND D · award · $1,192,450
GROSFIELD HOWARD M · award · $316,091
MARQUEZ RAFAEL · award · $45,156
SQUERI STEPHEN J · sell · $9,276,392
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Filing analysis pending — next scan runs every 12 hours
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Transcript analysis coming soon
15 signals · latest 1d ago
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