American Shares Owned by Insiders

AXP
 Stock
  

USD 156.75  0.75  0.48%   

American Express fundamentals help investors to digest information that contributes to American Express' financial success or failures. It also enables traders to predict the movement of American Stock. The fundamental analysis module provides a way to measure American Express' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to American Express stock.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

American Shares Owned by Insiders Analysis

American Express' Shares Owned by Insiders show the percentage of outstanding shares owned by insiders (such as principal officers or members of the board of directors) or private individuals and entities with over 5% of the total shares outstanding. Company executives or private individuals with access to insider information share information about a firm's operations that is not available to the general public.
 2019 2020 2021 2022 (projected)
Net Income6.76 B3.13 B8.06 B6.45 B
Gross Profit39.98 B31.36 B43.8 B42.65 B
Insiders Shares 
 = 
Executives Shares 
Employees 
More About Shares Owned by Insiders | All Equity Analysis

Current American Express Shares Owned by Insiders

    
  0.12 %  
Most of American Express' fundamental indicators, such as Shares Owned by Insiders, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, American Express is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

American Shares Owned by Insiders Driver Correlations

Understanding the fundamental principles of building solid financial models for American Express is extremely important. It helps to project a fair market value of Ford stock properly, considering its historical fundamentals such as Shares Owned by Insiders. Since American Express' main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of American Express' historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of American Express' interrelated accounts and indicators.
Although the research on effects of insider trading on prices and volatility is still relatively inconclusive, and investors are advised to pay close attention to the distribution of equities among company's stakeholders to avoid many problems associated with the disclosure of price-sensitive information.
Compare to competition

Based on the latest financial disclosure, 0.12% of American Express are shares owned by insiders. This is 98.72% lower than that of the Consumer Finance sector and 99.05% lower than that of the Financials industry. The shares owned by insiders for all United States stocks is 98.81% higher than that of the company.

American Shares Owned by Insiders Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses American Express' direct or indirect competition against its Shares Owned by Insiders to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of American Express could also be used in its relative valuation, which is a method of valuing American Express by comparing valuation metrics of similar companies.
American Express is currently under evaluation in shares owned by insiders category among related companies.

American Express Current Valuation Drivers

We derive many important indicators used in calculating different scores of American Express from analyzing American Express' financial statements. These drivers represent accounts that assess American Express' ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of American Express' important valuation drivers and their relationship over time.
201720182019202020212022 (projected)
Net Income Per Employee49.74 K117.31 K104.79 K49.08 K125.94 K103.02 K
Revenue Per Employee646.96 K733.58 K728.99 K597.81 K682.23 K618.1 K
Average Assets169.54 B185.63 B196.83 B188.32 B188.21 B196.44 B
Earnings Before Interest Taxes and Depreciation Amortization USD8.75 B9.41 B9.62 B5.84 B12.38 B11.7 B
Earnings before Tax7.42 B8.12 B8.43 B4.3 B10.69 B10.11 B
Average Equity20.36 B21.06 B22.85 B21.73 B24.15 B24.78 B
Enterprise Value111.15 B108.79 B138.89 B110.82 B135.54 B137.37 B
Free Cash Flow12.48 B7.62 B11.99 B4.11 B13.1 B12.02 B
Invested Capital207.35 B222.68 B238.15 B203.23 B207.44 B226.82 B
Invested Capital Average195.02 B213.82 B231.28 B201.87 B198.08 B218.4 B
Market Capitalization86.2 B81.43 B101.87 B97.36 B126.72 B116.29 B
Tangible Asset Value181.2 B188.6 B198.32 B191.37 B188.55 B198.56 B

American Express ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, American Express' sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to American Express' managers, analysts, and investors.
Environment Score
Governance Score
Social Score

American Express Institutional Holders

Institutional Holdings refers to the ownership stake in American Express that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of American Express' outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing American Express' value.
Security TypeSharesValue
Zwj Investment Counsel IncCommon Shares201.8 K27.2 M
Zwj Investment Counsel IncCommon Shares202.3 K28 M
Zwj Investment Counsel IncCommon Shares207.3 K38.8 M
Zwj Investment Counsel IncCommon Shares228.8 K37.4 M
Zwj Investment Counsel IncCommon Shares234.6 K39.3 M
Zwj Investment Counsel IncCommon Shares236.6 K39.1 M
Zwj Investment Counsel IncCommon Shares237.5 K33.6 M

American Fundamentals

About American Express Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze American Express's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of American Express using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of American Express based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
American Express Company, together with its subsidiaries, provides charge and credit payment card products, and travel-related services worldwide. American Express Company was founded in 1850 and is headquartered in New York, New York. American Express operates under Credit Services classification in the United States and is traded on New York Stock Exchange. It employs 64000 people.

American Express Investors Sentiment

The influence of American Express' investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in American. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.
Investor biases related to American Express' public news can be used to forecast risks associated with investment in American. The trend in average sentiment can be used to explain how an investor holding American can time the market purely based on public headlines and social activities around American Express. Please note that most equiteis that are difficult to arbitrage are affected by market sentiment the most.
American Express' market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for American Express' and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average American Express' news discussions. The higher the estimated score, the more favorable is the investor's outlook on American Express.

American Express Implied Volatility

    
  33.39  
American Express' implied volatility exposes the market's sentiment of American Express stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if American Express' implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that American Express stock will not fluctuate a lot when American Express' options are near their expiration.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards American Express in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, American Express' short interest history, or implied volatility extrapolated from American Express options trading.

Pair Trading with American Express

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if American Express position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in American Express will appreciate offsetting losses from the drop in the long position's value.

Moving together with American Express

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The ability to find closely correlated positions to American Express could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace American Express when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back American Express - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling American Express to buy it.
The correlation of American Express is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as American Express moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if American Express moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for American Express can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Please continue to American Express Piotroski F Score and American Express Altman Z Score analysis. You can also try Transaction History module to view history of all your transactions and understand their impact on performance.

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Is American Express' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of American Express. If investors know American will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about American Express listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
0.089
Market Capitalization
117.7 B
Quarterly Revenue Growth YOY
0.15
Return On Assets
0.0384
Return On Equity
0.32
The market value of American Express is measured differently than its book value, which is the value of American that is recorded on the company's balance sheet. Investors also form their own opinion of American Express' value that differs from its market value or its book value, called intrinsic value, which is American Express' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because American Express' market value can be influenced by many factors that don't directly affect American Express' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between American Express' value and its price as these two are different measures arrived at by different means. Investors typically determine American Express value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, American Express' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.