American Express stock holds recent gains as investors eye stronger guidance

Published on 09/14/2026 at 14:19 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

American Express stock trades near recent highs after a 10 percent revenue increase and a 14 percent rise in earnings per share in its latest reported quarter as of August 2026. Cardmember spending grew 9 percent while management raised full-year revenue guidance, underscoring resilient demand.

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American Express Company stock (ISIN US0258161092) is trading near its recent highs in mid-September 2026 after the company reported a 10 percent revenue increase and a 14 percent rise in earnings per share in its latest reported quarter, underscoring resilient demand as of August 2026.

Revenue growth and stronger guidance

According to Intellectia, American Express most recently reported that revenue in its latest quarter grew by 10 percent compared with the same period a year earlier, while earnings per share increased by 14 percent, reflecting operating leverage in the business.

In the same update, Intellectia reported that cardmember spending was up 9 percent year over year in that quarter, highlighting continued strength in customer activity despite ongoing inflationary pressures.

Card spending trends and profitability

The 9 percent increase in cardmember spending in the latest quarter, as outlined by Intellectia, compares with the prior-year period and indicates that American Express is still capturing growth in both transaction volumes and premium customer segments.

At the same time, the 14 percent rise in earnings per share versus the year-earlier quarter shows that the company is converting higher revenue into even faster profit growth, suggesting that cost discipline and a favorable mix of fee and interest income are supporting margins in the current environment.

Guidance and investor expectations

Management has also raised full-year revenue guidance following the latest quarterly results, as noted by Intellectia, signaling confidence that double-digit top-line growth can be sustained over the remainder of the year.

This combination of a 10 percent revenue increase, a 14 percent earnings per share gain and a 9 percent rise in cardmember spending versus the prior-year quarter provides a quantitative backdrop that many investors will compare against consensus expectations for the next set of results and the stock's current valuation.

Stock price context

In recent trading on the New York Stock Exchange as of mid-September 2026, American Express stock has been changing hands near levels that remain below its record high from late 2025 but reflect the strong operational performance reported in the latest quarter.