Index S&P 500
P/E 14.49
EPS (ttm) 33.06
Insider Own 0.29%
Shs Outstand 100.29M
Perf Week -5.91%
Market Cap 48.04B
Forward P/E 11.37
EPS next Y 42.14
Insider Trans -15.00%
Shs Float 100.00M
Perf Month -9.48%
Income 3.40B
PEG 1.45
EPS next Q 9.09
Inst Own 83.82%
Short Float 1.43%
Perf Quarter -14.70%
Sales 17.98B
P/S 2.67
EPS this Y 7.20%
Inst Trans 0.41%
Short Ratio 2.67
Perf Half Y 9.77%
Book/sh 54.36
P/B 8.81
EPS next Y 9.83%
ROA 1.91%
Short Interest 1.43M
Perf Year 16.26%
Cash/sh 84.97
P/C 5.64
EPS next 5Y 9.99%
ROE 68.31%
52W Range 385.74 - 582.05
Perf YTD -10.04%
Dividend Est. 6.35 (1.33%)
P/FCF 5.95
EPS past 5Y 18.88%
ROI 31.69%
52W High -17.71%
Beta 1.23
Dividend TTM 5.92 (1.24%)
Quick Ratio -
Sales past 5Y 6.92%
Gross Margin 53.08%
52W Low 24.17%
ATR (14) 14.66
Dividend Ex-Date Feb 10, 2025
Current Ratio -
EPS Y/Y TTM 39.25%
Oper. Margin 25.62%
RSI (14) 29.35
Volatility 2.81% 2.65%
Employees 13600
Debt/Eq 1.11
Sales Y/Y TTM 11.38%
Profit Margin 18.91%
Recom 2.40
Target Price 577.00
Option/Short Yes / Yes
LT Debt/Eq 1.05
EPS Q/Q 196.72%
Payout 17.52%
Rel Volume 0.59
Prev Close 478.05
Sales Surprise 0.26%
EPS Surprise 5.46%
Sales Q/Q 11.34%
Earnings Jan 29 AMC
Avg Volume 536.45K
Price 478.99
SMA20 -7.90%
SMA50 -10.14%
SMA200 -2.02%
Trades
Volume 113,677
Change 0.20%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-06-25 Downgrade
UBS
Buy → Neutral
$580 → $570
Sep-26-24 Downgrade
Goldman
Buy → Neutral
$485 → $476
Mar-21-24 Initiated
Raymond James
Mkt Perform
Jan-04-24 Downgrade
Evercore ISI
Outperform → In-line
$385 → $400
Jan-03-24 Upgrade
Goldman
Neutral → Buy
$355 → $452
Dec-22-23 Resumed
Morgan Stanley
Equal-Weight
$365 → $383
Dec-19-22 Downgrade
Keefe Bruyette
Outperform → Mkt Perform
$325
Sep-07-22 Initiated
BofA Securities
Buy
$336
Jun-24-22 Downgrade
Goldman
Buy → Neutral
$325 → $270
Apr-06-22 Downgrade
Piper Sandler
Neutral → Underweight
$325 → $310
Mar-01-22 Downgrade
Piper Sandler
Overweight → Neutral
$370 → $325
Jan-26-22 Initiated
Jefferies
Buy
$355
Jan-05-22 Upgrade
Evercore ISI
In-line → Outperform
$305 → $362
Oct-12-21 Initiated
Wolfe Research
Outperform
$328
Mar-19-21 Resumed
UBS
Buy
$232 → $260
Aug-13-20 Initiated
Barclays
Overweight
$195
Jun-25-20 Upgrade
Goldman
Neutral → Buy
$125 → $185
Jan-07-20 Downgrade
Morgan Stanley
Overweight → Equal-Weight
$175
Jan-03-20 Upgrade
RBC Capital Mkts
Sector Perform → Outperform
$149 → $190
May-13-19 Upgrade
Credit Suisse
Neutral → Outperform
$145 → $202
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(The Wall Street Journal)
Nov-22-24 11:30AM
05:42AM
(Private Banker International)
Nov-21-24 11:07AM
07:00AM
(Investor's Business Daily)
Nov-20-24 09:43AM
Nov-15-24 04:24PM
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Oct-31-24 09:54AM
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Oct-28-24 07:00AM
(The Wall Street Journal)
Oct-25-24 09:40AM
03:51AM
(Thomson Reuters StreetEvents)
Oct-24-24 04:53AM
Oct-23-24 06:00PM
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(Associated Press Finance)
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Oct-04-24 01:05PM
(Investor's Business Daily)
12:10PM
Oct-03-24 12:00PM
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Sep-23-24 09:57AM
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Ameriprise Financial, Inc. operates as a holding company. The firm provides financial planning, asset management and insurance services to individuals, businesses and institutions. It operates through the following business segments: Advice & Wealth Management, Asset Management, Retirement & Protection Solutions, and Corporate & Other. The Advice & Wealth Management segment provides financial planning and advice, as well as full-service brokerage and banking services, primarily to retail clients through the company's financial advisors. The Asset Management segment provides investment advice and investment products to retail and institutional clients. It also provides products and services on a global scale through two complementary asset management businesses: Columbia Management and Threadneedle. The Columbia Management business primarily provides U.S. domestic products and services and Threadneedle primarily provides international investment products and services. Its international retail products are primarily provided through third-party financial institutions. The segments retail products include mutual funds and variable product funds underlying insurance and annuity separate accounts. The Retirement & Protection Solutions segment offers a variety of protection products to address the protection and risk management needs of the company's retail clients, including life, DI, and property-casualty insurance. The Corporate & Other segment consists of net investment income on corporate level assets, including excess capital held in the company's subsidiaries and other unallocated equity and other revenues from various investments as well as unallocated corporate expenses. The company was founded by John Tappan in 1894 and is headquartered in Minneapolis, MN.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Sweeney Joseph Edward PRES-AWM PRODUCTS & SERVICES Feb 19 '25 Sale 539.07 4,636 2,499,148 7,237 Feb 21 04:43 PM Sharpe Robert Francis JR Director Feb 18 '25 Sale 551.44 1,000 551,444 9,000 Feb 20 04:05 PM Berman Walter Stanley EXECUTIVE VP AND CFO Feb 18 '25 Sale 548.94 8,000 4,391,516 6,167 Feb 20 04:04 PM Joseph Edward Sweeney Officer Feb 19 '25 Proposed Sale 539.07 4,636 2,499,148 Feb 19 07:03 PM Walter Stanley Berman Officer Feb 18 '25 Proposed Sale 548.94 8,000 4,391,516 Feb 18 07:42 PM Sharpe Robert Francis JR Director Feb 18 '25 Proposed Sale 550.67 1,000 550,672 Feb 18 01:04 PM Sharpe Robert Francis JR Director Feb 12 '25 Sale 523.12 1,000 523,125 10,000 Feb 14 07:10 PM Sharpe Robert Francis JR Director Feb 12 '25 Proposed Sale 522.35 1,000 522,353 Feb 12 02:05 PM TRUSCOTT WILLIAM F CEO, GLOBAL ASSET MANAGEMENT Feb 06 '25 Sale 540.29 6,000 3,241,744 14,023 Feb 10 06:45 PM William Fredrick Truscott Officer Feb 06 '25 Proposed Sale 540.29 6,000 3,241,743 Feb 06 06:15 PM MELLOH HEATHER J. EVP AND GENERAL COUNSEL Nov 13 '24 Option Exercise 165.41 698 115,456 4,164 Nov 15 04:05 PM Berman Walter Stanley EXECUTIVE VP AND CFO Nov 11 '24 Option Exercise 165.41 25,000 4,135,250 31,409 Nov 13 06:07 PM Berman Walter Stanley EXECUTIVE VP AND CFO Nov 11 '24 Sale 564.16 8,655 4,882,780 6,409 Nov 13 06:07 PM CRACCHIOLO JAMES M CHAIRMAN AND CEO Nov 11 '24 Option Exercise 165.41 25,000 4,135,250 184,012 Nov 13 05:40 PM CRACCHIOLO JAMES M CHAIRMAN AND CEO Nov 11 '24 Sale 563.44 8,638 4,866,966 159,012 Nov 13 05:40 PM Sweeney Joseph Edward PRES-AWM PRODUCTS & SERVICES Nov 08 '24 Option Exercise 126.89 24,485 3,106,902 31,646 Nov 13 05:15 PM Sweeney Joseph Edward PRES-AWM PRODUCTS & SERVICES Nov 08 '24 Sale 549.68 10,735 5,900,823 5,811 Nov 13 05:15 PM Walter Stanley Berman Officer Nov 11 '24 Proposed Sale 564.16 8,655 4,882,779 Nov 12 09:24 AM James M. Cracchiolo Officer Nov 11 '24 Proposed Sale 563.44 8,638 4,866,966 Nov 12 09:24 AM Joseph Edward Sweeney Officer Nov 08 '24 Proposed Sale 549.68 10,735 5,900,823 Nov 08 07:23 PM Brockman Dawn M. SVP AND CONTROLLER Nov 06 '24 Sale 560.12 350 196,042 945 Nov 08 04:31 PM Dawn M. Brockman Officer Nov 06 '24 Proposed Sale 560.12 350 196,042 Nov 06 05:24 PM Alvero Gumer PRESIDENT-INSURANCE&ANNUITIES Oct 31 '24 Sale 516.05 2,325 1,199,812 4,669 Nov 04 04:18 PM GUMER ALVERO Officer Oct 31 '24 Proposed Sale 516.05 2,325 1,199,812 Oct 31 06:05 PM Davies William EXECUTIVE VP, GLOBAL CIO Aug 30 '24 Sale 442.07 8,700 3,846,009 13,199 Sep 04 04:44 PM William Davies Officer Aug 30 '24 Proposed Sale 442.07 8,700 3,846,009 Aug 30 09:35 PM TRUSCOTT WILLIAM F CEO, GLOBAL ASSET MANAGEMENT Aug 28 '24 Option Exercise 126.89 39,323 4,989,695 48,604 Aug 30 04:02 PM TRUSCOTT WILLIAM F CEO, GLOBAL ASSET MANAGEMENT Aug 28 '24 Sale 441.56 15,584 6,881,234 13,404 Aug 30 04:02 PM TRUSCOTT WILLIAM F Officer Aug 28 '24 Proposed Sale 441.56 15,584 6,881,233 Aug 28 06:31 PM Sharpe Robert Francis JR Director Aug 05 '24 Proposed Sale 394.46 250 98,615 Aug 05 11:06 AM Brockman Dawn M. SVP AND CONTROLLER Jul 11 '24 Option Exercise 0.00 11 0 1,299 Jul 15 06:49 PM Sharpe Robert Francis JR Director May 16 '24 Sale 438.07 1,500 657,101 11,000 May 20 04:16 PM Alvero Gumer PRESIDENT-INSURANCE&ANNUITIES Mar 27 '24 Option Exercise 123.37 4,235 522,472 11,229 Mar 29 04:04 PM Alvero Gumer PRESIDENT-INSURANCE&ANNUITIES Mar 27 '24 Sale 437.00 1,652 721,930 6,994 Mar 29 04:04 PM Brockman Dawn M. SVP AND CONTROLLER Mar 26 '24 Option Exercise 128.76 461 59,358 1,749 Mar 28 04:50 PM Brockman Dawn M. SVP AND CONTROLLER Mar 26 '24 Sale 434.13 224 97,245 1,288 Mar 28 04:50 PM
Index -
P/E 4.94
EPS (ttm) 6.21
Insider Own 0.66%
Shs Outstand 51.80M
Perf Week -3.10%
Market Cap 1.59B
Forward P/E -
EPS next Y -
Insider Trans 0.64%
Shs Float 51.46M
Perf Month -5.31%
Income -
PEG -
EPS next Q -
Inst Own 13.84%
Short Float 1.57%
Perf Quarter -6.19%
Sales 68.09M
P/S 23.33
EPS this Y -
Inst Trans -
Short Ratio 14.97
Perf Half Y 2.47%
Book/sh 35.14
P/B 0.87
EPS next Y -
ROA -
Short Interest 0.81M
Perf Year 9.72%
Cash/sh -
P/C -
EPS next 5Y -
ROE -
52W Range 27.27 - 33.35
Perf YTD -3.25%
Dividend Est. -
P/FCF -
EPS past 5Y -
ROI -
52W High -8.07%
Beta 0.90
Dividend TTM 1.07 (3.50%)
Quick Ratio -
Sales past 5Y -
Gross Margin -
52W Low 12.42%
ATR (14) 0.51
Dividend Ex-Date Mar 18, 2025
Current Ratio -
EPS Y/Y TTM -
Oper. Margin -
RSI (14) 28.73
Volatility 1.86% 1.66%
Employees -
Debt/Eq -
Sales Y/Y TTM -
Profit Margin -
Recom -
Target Price -
Option/Short No / Yes
LT Debt/Eq -
EPS Q/Q 35.20%
Payout 53.49%
Rel Volume 0.22
Prev Close 30.64
Sales Surprise -
EPS Surprise -
Sales Q/Q 6.50%
Earnings -
Avg Volume 53.83K
Price 30.66
SMA20 -4.07%
SMA50 -4.46%
SMA200 -0.59%
Trades
Volume 4,167
Change 0.07%
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