Consumer Finance

American Express

American Express Launches New Benefits for Platinum and Gold Cards Including $750 Bonus

American Express Discloses Credit Card Loan Delinquency Rate of 1.2% and Net Charge-off Rate of 2.1%

American Express Reports April Bad Debt Rate at 2.1%

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

American Express Discloses 1.2% 30-Day Delinquency Rate for April End

Analysts Estimate and Rate American Express Stocks

Long Lake Acquires Amex GBT for $6.3B to Strengthen AI Business Travel Fulfillment

Redwood Wealth Management Group LLC Obtains New Position in American Express

American Express issued $1.75 billion in notes

American Express Expected to Gain $1.5B from Global Business Travel Unit Sale

American Express Sells 30% of GBT Shares for $1.5 Billion

Long Lake Management to Acquire Global Business Travel Group for $6.3 Billion

Robertson Stephens Wealth Management LLC Increases Stake in American Express by 217.3%

American Express Reports Q1 2026 Net Income Up 15% to $2.97 Billion

American Express Gold Card Launches Enhanced Benefits to Celebrate 60th Anniversary

Wells Fargo Maintains Buy Rating on American Express with a Price Target of $415

Bank of America Global Research Raises American Express Price Target to $387

Barclays Analyst Maintains Hold Rating on American Express

American Express Reaches New Deal With NFL, Driving Revenue Growth

American Express released FY2026 Q1 earnings on April 23 Pre-Market EST, forecast revenue USD 18.61 B, forecast EPS USD 3.9934, actual values unavailable

InMed Pharmaceuticals

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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

BRK.B

GOOGL

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.

Market Beat

New York Times

Berkshire Hathaway B

Alphabet

Delta Air Lines

Macys

Visa

Mastercard

Unitedhealth

Amazon

Alphabet - C

Domino's

Pool

Charter Comm

Constellation Brands

Berkshire Hathaway

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

CCEP

BRK.A

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.

Forbes

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United Airlines

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

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BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

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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.

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Factset Research

American Express Co. Stock Outperforms Competitors On Strong Trading Day

ARKF

Shares of American Express Co. (AXP) fell 1.50% to $309.61 on a mixed trading day, while the S&P 500 rose 0.58%. Despite this decline, American Express outperformed competitors like JPMorgan Chase, Visa, and Bank of America, which all saw larger losses. The stock remains 20.10% below its 52-week high of $387.49, achieved on December 12th. Trading volume was below the 50-day average.

ARK Fintech Innovation ETF

American Express Co. Stock Outperforms Competitors Despite Losses On The Day

American Express(AXP.US)