Recent 8-K filings for AXP

• May 4, 2026, 7:59 PM ET other material materiality 0.85 positive item 7.01

  American Express to sell ~30% stake in Global Business Travel Group for ~$1.5B, expects $975M pre-tax gain

  Will sell ~30% equity interest in GBTG upon closing of Long Lake/General Catalyst acquisition; proceeds ~$1.5B.

• April 23, 2026, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases ×2

  American Express Q1 EPS $4.28 (+18% YoY), revenue $18.9B (+11%), reaffirms FY guidance

  EPS of $4.28, up 18% YoY from $3.64; net income $2.97B, up 15%.

• March 2, 2026, 6:59 PM ET dividend materiality 0.65 positive item 8.01item 9.01

  American Express raises quarterly dividend 16% to $0.95 per share

  Dividend increased to $0.95 per common share from $0.82, a 16% hike.

• February 17, 2026, 6:59 PM ET other material materiality 0.60 positive item 7.01

  AXP Jan 2026 credit trends: Consumer net write-off improves to 1.9%, Small Biz worsens to 2.8%

  U.S. Consumer card loans: total $97.2B, 30+ days past due 1.4%, net write-off rate 1.9% (down from 2.1% in Dec 2025).

• January 30, 2026, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 7.01item 9.01

  American Express FY2025 EPS $15.38, guides FY2026 EPS $17.30-$17.90, dividend +16%

  FY2025 revenue $72.2B (+10% YoY); Q4 revenue $18.98B (+10% YoY).

• November 17, 2025, 6:59 PM ET other material materiality 0.60 negative item 7.01

  AmEx: Oct consumer loan net write-off rate rises to 2.2% vs 1.9% in Sep

  U.S. Consumer total loans $95.2B; 30+ days past due 1.4% (unchanged from Sep).

• October 17, 2025, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 7.01item 9.01

  Amex Q3 revenue record $18.4B (+11% YoY), EPS $4.14 (+19%), raises FY25 guidance

  Revenue $18.4B (+11% YoY) to record; diluted EPS $4.14 (+19% YoY) vs $3.49.

• July 25, 2025, 7:59 PM ET debt materiality 0.60 neutral item 8.01item 9.01

  American Express Issues $4 Billion of Senior Notes

  Issued $1.5B of 4.351% Fixed-to-Floating Rate Notes due July 20, 2029

• July 18, 2025, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 7.01item 9.01

  American Express Q2 revenue record $17.9B, up 9%; adjusted EPS up 17%; reaffirms FY guidance

  Revenue $17.9B (+9% YoY); EPS $4.08 (-2% reported, +17% adjusted excl. prior-year gain).

• April 17, 2025, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 7.01item 9.01

  American Express Q1 EPS $3.64, revenue $17.0B; maintains FY guidance

  EPS $3.64, up 9% YoY; net income $2.58B, up 6%.

• January 30, 2025, 6:59 PM ET leadership materiality 0.60 neutral item 5.02item 9.01 ◈ executive_change

  American Express announces Anré Williams departure and executive role changes

  Anré Williams, Group President Enterprise Services, to leave after 35 years, effective Feb 3, 2025; will stay as Senior Executive Advisor until Nov 2025.

• January 24, 2025, 6:59 PM ET earnings materiality 0.90 positive item 2.02item 7.01item 9.01

  American Express reports record FY2024 revenue of $65.9B, EPS $14.01, plans 17% dividend increase

  FY2024 revenue rose 9% to $65.9B (10% FX-adjusted); net income $10.1B, EPS $14.01 up 25% YoY.

• October 18, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  American Express Q3 EPS $3.49, revenue record $16.6B; raises FY guidance

  Q3 EPS $3.49 vs $3.30 YoY; net income $2.507B up 2%.

• July 19, 2024, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 7.01item 9.01

  American Express Q2 EPS $4.15 (adj. $3.49), raises FY guidance to $13.30-$13.80

  Q2 revenue record $16.3B (+8% YoY); net income $3.015B (+39%); GAAP EPS $4.15, adjusted EPS $3.49 (excl. $0.66 Accertify gain).

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.90 · Median 0.50 · Most common event other_material

14 positive 3 negative 33 neutral

source · AXP on sec.gov