American Express Ownership

AXP
 Stock
  

USD 165.35  0.05  0.0302%   

Some institutional investors establish a significant position in stocks such as American Express in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of American Express, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits. Please continue to Trending Equities.
  
As of 17th of August 2022, Dividend Yield is likely to grow to 0.0114, while Payment of Dividends and Other Cash Distributions is likely to drop (1.6 B). American Express Weighted Average Shares is very stable at the moment as compared to the past year. American Express reported last year Weighted Average Shares of 789 Million. As of 17th of August 2022, Weighted Average Shares Diluted is likely to grow to about 820.5 M, while Issuance Purchase of Equity Shares is likely to drop (7.8 B).
American Express retains a total of 774.56 Million outstanding shares. The majority of American Express outstanding shares are owned by other corporate entities. These outside corporations are usually referred to as non-private investors looking to acquire positions in American Express to benefit from reduced commissions. Consequently, institutional investors are subject to a different set of regulations than regular investors in American Express. Please pay attention to any change in the institutional holdings of American Express as this could imply that something significant has changed or about to change at the company. Note that regardless of who owns the company, if the true value of the entity is less than the market is willing to pay for it, you may not be able to generate positive returns over time.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.

American Stock Ownership Analysis

About 88.0% of the company shares are held by institutions such as insurance companies. The company has Price/Earnings To Growth (PEG) ratio of 1.11. American Express recorded earning per share (EPS) of 9.57. The entity last dividend was issued on the 30th of June 2022. The firm had 10000:8753 split on the 3rd of October 2005. 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. For more info on American Express please contact Kenneth Chenault at 212 640-0404 or go to www.americanexpress.com.
Besides selling stocks to institutional investors, American Express also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different American Express' stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align American Express' strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

American Express Quarterly Share Based Compensation

76 Million

Less than 1% of American Express are currently held by insiders. Unlike American Express' institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against American Express' private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%.

American Express SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. American Express prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that American Express investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial American Express specific information freely available to individual and institutional investors to make a timely investment decision.
3rd of August 2022
Financial Statements and Exhibits. Other Events
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15th of July 2022
Regulation FD Disclosure
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3rd of June 2022
Unclassified Corporate Event
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4th of May 2022
Submission of Matters to a Vote of Security Holders
View

American Express Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific American Express insiders, such as employees or executives, is commonly permitted as long as it does not rely on American Express' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases American Express insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Christopher Young over a month ago via Macroaxis 
Acquisition by Christopher Young of 255 shares of American Express subject to Rule 16b-3
Theodore Leonsis over two months ago via Macroaxis 
Sale by Theodore Leonsis of 4005 shares of American Express
Stephen Squeri over three months ago via Macroaxis 
American Express exotic insider transaction detected
Christopher Young over three months ago via Macroaxis 
Acquisition by Christopher Young of 191 shares of American Express subject to Rule 16b-3
Raymond Joabar over three months ago via Macroaxis 
American Express exotic insider transaction detected
Lieberman Quinn Jessica over six months ago via Macroaxis 
American Express exotic insider transaction detected
Raymond Joabar over six months ago via Macroaxis 
American Express exotic insider transaction detected
Jennifer Skyler over six months ago via Macroaxis 
Acquisition by Jennifer Skyler of 11754 shares of American Express subject to Rule 16b-3
Anna Marrs over six months ago via Macroaxis 
Disposition of 17106 shares by Anna Marrs of American Express subject to Rule 16b-3
Laureen Seeger over six months ago via Macroaxis 
Disposition of 14948 shares by Laureen Seeger of American Express subject to Rule 16b-3
Laureen Seeger over six months ago via Macroaxis 
Exercise or conversion by Laureen Seeger of 30808 shares of American Express subject to Rule 16b-3
De La Vega Ralph over six months ago via Macroaxis 
Acquisition by De La Vega Ralph of 2 shares of American Express subject to Rule 16b-3

American Express Outstanding Bonds

American Express issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. American Express uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most American bonds can be classified according to their maturity, which is the date when American Express has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Be your own money manager

Our tools can tell you how much better you can do entering a position in American Express without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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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

0.85CACCCredit Acceptance Upward RallyPairCorr
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 Trending Equities. Note that the American Express information on this page should be used as a complementary analysis to other American Express' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Content Syndication module to quickly integrate customizable finance content to your own investment portal.

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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.
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.