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American Express10-Q: Sustainability investment

AXP grows tax credit investments, including low-income housing, by $133M YoY to $1.83B.

What happened

American Express increased its holdings in tax credit investments, specifically citing Low Income Housing Tax Credits, to $1.832 billion. This growing portfolio signals a strategic focus on ESG-related investments and may create needs for portfolio management, compliance, and reporting tools for these specialized assets.

Source

SEC EDGARApr 23, 2026

Quarterly report (Form 10-Q)

American Express 10-Q

Filing excerpt

As of March 31, 2026 and 2025, we had $1,832 million and $1,699 million in tax credit investments, respectively, included in Other assets on the Consolidated Balance Sheets, comprised of Low Income Housing Tax Credit investments and other qualifying investments.

sec.gov/Archives/edgar/data/4962/000000496226000192/axp-20260331.htmRead the full source

Other signals in this filing (2)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Sustainability investment

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
03/31
Filed
Apr 23, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$1.8B (Total tax credit investments as of Q1 2026)

Details

CIK
4962
Accession number
0000004962-26-000192
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
ESG reporting tools needed
Signal category
Esg

Extraction

Confidence
High
Relevance
70%
Sentiment
Positive
Detected
Apr 28, 2026
signal_type
sec-10q
signal_subtype
sustainabilityInvestment

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/33da62d4-1427-4cb5-8c5b-23efc3890821 returns this record as JSON. POST /v1/companies/enrich returns every signal for americanexpress.com.

{
  "signal_id": "33da62d4-1427-4cb5-8c5b-23efc3890821",
  "signal_type": "sec-10q",
  "signal_subtype": "sustainabilityInvestment",
  "detected_at": "2026-04-28T10:05:23.448+00:00",
  "company": {
    "name": "American Express",
    "domain": "americanexpress.com"
  },
  "data": {
    "detail": "American Express increased its holdings in tax credit investments, specifically citing Low Income Housing Tax Credits, to $1.832 billion. This growing portfolio signals a strategic focus on ESG-related investments and may create needs for portfolio management, compliance, and reporting tools for these specialized assets.",
    "metrics": {
      "timeframe": "current_quarter",
      "dollar_context": "Total tax credit investments as of Q1 2026",
      "dollar_millions": 1832
    },
    "summary": "AXP grows tax credit investments, including low-income housing, by $133M YoY to $1.83B.",
    "excerpts": "As of March 31, 2026 and 2025, we had $1,832 million and $1,699 million in tax credit investments, respectively, included in Other assets on the Consolidated Balance Sheets, comprised of Low Income Housing Tax Credit investments and other qualifying investments.",
    "relevance": 0.7,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/4962/000000496226000192/axp-20260331.htm",
    "filing_date": "2026-04-23",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "03/31",
    "sales_relevance": "ESG reporting tools needed",
    "signal_category": "esg"
  }
}

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