Consumer Finance

American Express

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American Reports April US Consumer and Small Business Credit Card Balances Rise to $157.2 Billion

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Mitsubishi UFJ Asset Management UK Ltd. Makes New Investment in American Express Company $AXP

American Express Company (AXP.US) Q1 2026 Earnings Conference Call

American Express Company (AXP.US) Q3 2025 Earnings Conference Call

American Express Company (AXP.US) Q1 2025 Earnings Conference Call

American Express Company (AXP.US) Q4 2024 Earnings Conference Call

Mitsubishi UFJ Asset Management UK Ltd. acquired 4,000 shares of American Express Company (NYSE:AXP) valued at approximately $1.48 million in Q4, as per its 13F filing. Other investors, including Ameriprise Financial and Amundi, also increased their stakes. American Express's stock has seen mixed analyst sentiments, with Freedom Broker raising its price target to $370, while Barclays maintained a Hold rating. The company reported Q1 earnings of $4.28 per share, exceeding estimates, and has set FY 2026 guidance at 17.300-17.900 EPS.

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In his first quarter as CEO of Berkshire Hathaway, Greg Abel sold 15 positions and added two new ones, including Delta Air Lines and Macy's, while significantly increasing the stake in Alphabet. The portfolio still reflects Buffett's strategy, focusing on established companies with strong consumer bases. Notably, major holdings like Apple and Coca-Cola remain unchanged, indicating continuity in investment philosophy despite the changes.

- Berkshire Hathaway, under CEO Greg Abel, significantly restructured its equity portfolio in Q1 2025 by exiting 15 positions while adding two new ones, Delta Air Lines and Macy's.  
- The most notable adjustment was a substantial increase in its investment in Alphabet, acquiring around 40 million additional shares, making it the fifth-largest position in the portfolio.  
- Despite these changes, key holdings like Apple, American Express, and Coca-Cola were retained, indicating that Abel is maintaining the foundational investment philosophy established by Warren Buffett.

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Greg Abel's First Full Quarter Running Berkshire Hathaway Has Arrived. Here's What the 13F Reveals.

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Berkshire Hathaway's new CEO, Greg Abel, has made significant changes to the company's investment portfolio in Q1 2026, reducing total holdings from 42 to 29. Major exits include Visa, Mastercard, and UnitedHealth Group, while investments in Alphabet and the New York Times were notably increased. New positions were initiated in Delta Air Lines and Macy's, with Berkshire capitalizing on market opportunities amid stock declines.

- Berkshire Hathaway's recent 13F filing reveals significant changes under new CEO Greg Abel, including a reduction in total holdings from 42 to 29 by selling out of over 15 positions.  
- Notable exits include Visa, Mastercard, and Amazon, while Berkshire increased its stake in Alphabet by 204% and initiated positions in Delta Air Lines and Macy's.  
- This quarter marks a pivotal shift in Berkshire's investment strategy, indicating potential further changes in Abel's tenure.

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Willing and Abel: Berkshire's New CEO Makes Huge Portfolio Changes in Q1

American Express introduces new benefits for the Platinum and Gold cards, including a $750 bonus. The content is sponsored by Away, offering a 10% discount on first orders. Note that some offers may no longer be available and opinions are solely those of the author.

Amex Platinum + Gold new benefit + new card with $750 bonus

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Berkshire Hathaway's first-quarter 13F filing reveals a net sale of $8.2 billion in publicly traded stocks, marking the fourteenth consecutive quarter of net sales. The portfolio, now valued at $263.1 billion, includes 29 companies, with top holdings in Apple, American Express, and Coca-Cola. Despite trimming positions in Bank of America, the financial sector remains a significant overweight. New investments include Delta Air Lines and Alphabet Class C, while Berkshire continues to hold substantial stakes in energy and consumer staples.

- Berkshire Hathaway was a net seller of publicly traded stocks, liquidating almost $8.2 billion during the first quarter, marking the fourteenth consecutive quarter of net sales.  
- The company has added new investments in Delta Air Lines and increased its holdings in Alphabet to $16.6 billion, while maintaining strong positions in Apple and Bank of America.  
- Despite ongoing sales, Berkshire's portfolio remains concentrated with 91% of assets in the top ten holdings, demonstrating Greg Abel's commitment to value discipline and capital allocation.

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Berkshire Portfolio Shifts As Abel Reshapes Buffett’s Playbook

U.S. domestic round-trip airfare has risen to an average of $570, prompting increased interest in travel credit cards. However, companies like Amex and Hyatt have devalued points, raising redemption costs. Experts recommend consumers redeem points sooner, diversify their programs, and consider cash-back cards to mitigate devaluation risks.

Hyatt Hotels

Rising airfare and point cuts reshape travel rewards value

American Express (AXP) April card balances held for investment rose to $157.2B from $156.0B in March; U.S. Consumer balances $111.4B, Small Business balances $45.8B.1As of end-April, American Express U.S. Card Member Loans 30-day delinquencies were 1.2%; U.S. Small Business Card Member Loans 30-day delinquencies were 1.5%.2

- American Express (AXP) reported an increase in investment credit card balances from $156 billion in March to $157.2 billion in April.  
- The consumer balance reached $111.4 billion, while small business balances amounted to $45.8 billion.  
- As of the end of April, the 30-day delinquency rate for consumer loans was 1.2%, and for small business loans, it was 1.5%.

TradingView

Key facts: AmEx April balances $157.2B; U.S. delinquencies 1.2%/1.5%

American Express reported $157.2 billion in U.S. Consumer and Small Business card balances for investment in April, a slight increase from March. U.S. Consumer card balances rose to $111.4B, while the net write-off rate increased to 2.1%. Small Business balances reached $45.8B, with a net write-off rate of 2.4%. Overall, card balances held for investment rose from $156.0B in March.

American Express posts April card portfolio: $157.2B held for investment, modest rise in consumer write-offs

FINX

Shares of American Express Co. (AXP) rose 1.02% to $312.77 on a strong trading day, outperforming competitors like JPMorgan Chase & Co. (JPM) which fell 0.11%. The S&P 500 Index increased by 0.77%, while the Dow Jones Industrial Average rose 0.75%. American Express remains 19.28% below its 52-week high of $387.49 reached on December 12th. Trading volume was 3.1 million, slightly below the 50-day average of 3.4 million.

American Express(AXP.US)