Non-Current Assets
Investment - Proportional Amortization Method
American Express Investment - Proportional Amortization Method increased by 6.6% to $1.83B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 7.8%, from $1.70B to $1.83B.
Analysis
StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryCapital Allocation
SignalContext dependent
VolatilityStable
First reportedQ1 2023
Last reportedQ1 2026Apr 23, 2026
How to read this metric
An increase suggests higher investment in tax-advantaged projects, while a decrease indicates the maturity or disposal of these assets.
Detailed definition
The carrying value of investments in affordable housing or similar tax-advantaged projects accounted for using the propo...
Peer comparison
Common among financial institutions with significant tax-credit investment portfolios.
Metric ID:
proportional_amortization_investmentHistorical Data
10 periods
| Q1 '23 | Q2 '23 | Q3 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Value | $1.17B | $1.21B | $1.26B | $1.45B | $1.58B | $1.56B | $1.70B | $1.70B | $1.72B | $1.83B |
| QoQ Change | — | +3.5% | +4.0% | +15.1% | +8.5% | -1.2% | +9.1% | -0.1% | +1.3% | +6.6% |
| YoY Change | — | — | — | +24.0% | +29.9% | +23.4% | +16.9% | +7.6% | +10.3% | +7.8% |
Range$1.17B – $1.83B
CAGR+21.9%
Avg YoY Growth+17.1%
Median YoY Growth+16.9%
Current Streak2 quarters growth
Investment - Proportional Amortization Method at Other Companies
Frequently Asked Questions
- What is American Express's investment - proportional amortization method?
- American Express (AXP) reported investment - proportional amortization method of $1.83B in Q1 2026.
- How has American Express's investment - proportional amortization method changed year-over-year?
- American Express's investment - proportional amortization method increased by 7.8% year-over-year, from $1.70B to $1.83B.
- What does investment - proportional amortization method mean?
- The book value of tax-advantaged investments where cost is written down as tax benefits are realized.