AMP

Ameriprise Financial Inc

446.79

Jun 29 • 04:00PM ET -6.02 (-1.33%)

Financial Asset Management USA Large NYSE

Peers: TROW BEN BLK BX IVZ APO KKR BAM SEIC STT

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Index	S&P 500
Market Cap	40.17B
Enterprise Value	37.51B
Income	3.90B
Sales	19.30B
Book/sh	68.96
Cash/sh	94.21
Dividend Est.	6.75 (1.51%)
Dividend TTM	6.50 (1.45%)
Dividend Ex-Date	May 04, 2026
Dividend Gr. 3/5Y	8.77% 8.96%
Payout	17.31%
Employees	13600
IPO	Sep 15, 2005

P/E	11.11
Forward P/E	9.31
PEG	0.81
P/S	2.08
P/B	6.48
P/C	4.74
P/FCF	5.46
EV/EBITDA	7.20
EV/Sales	1.94
Quick Ratio	8.71
Current Ratio	8.71
Debt/Eq	0.94
LT Debt/Eq	0.90
Option/Short	Yes / Yes

EPS (ttm)	40.20
EPS next Y	47.98
EPS next Q	10.65
EPS this Y	13.09%
EPS next Y	7.99%
EPS next 5Y	11.48%
EPS past 3/5Y	9.42% 24.35%
Sales past 3/5Y	9.68% 9.47%
EPS Y/Y TTM	36.14%
Sales Y/Y TTM	6.43%
EPS Q/Q	66.08%
Sales Q/Q	8.92%
Earnings	Apr 23 AMC
EPS/Sales Surpr.	10.27% 3.60%

Insider Own	0.21%
Insider Trans	-27.87%
Inst Own	91.73%
Inst Trans	-0.81%
ROA	2.14%
ROE	66.94%
ROIC	32.94%
Gross Margin	52.38%
Oper. Margin	27.40%
Profit Margin	20.18%
SMA20	-2.06%
SMA50	-2.99%
SMA200	-5.57%
Trades

Shs Outstand	90.08M
Shs Float	89.71M
Short Float	4.45%
Short Ratio	5.85
Short Interest	3.99M
52W High	550.18 -18.79%
52W Low	422.37 5.78%
Volatility	2.69% 2.34%
ATR (14)	11.04
RSI (14)	40.69
Beta	1.15
Rel Volume	1.23
Avg Volume	682.45K
Volume	841,364

Perf Week	-5.22%
Perf Month	1.58%
Perf Quarter	2.28%
Perf Half Y	-10.82%
Perf YTD	-8.88%
Perf Year	-15.39%
Perf 3Y	34.74%
Perf 5Y	80.02%
Perf 10Y	402.18%
Recom	2.33
Target Price	541.40
Prev Close	452.81
Price	446.79
Change	-1.33%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-10-26	Resumed	Keefe Bruyette	Mkt Perform
Jan-30-26	Upgrade	Piper Sandler	Underweight → Neutral	$530
Oct-03-25	Initiated	BMO Capital Markets	Market Perform	$525
Jul-25-25	Downgrade	William Blair	Outperform → Mkt Perform
Jul-15-25	Downgrade	Morgan Stanley	Equal-Weight → Underweight	$530
Apr-07-25	Upgrade	Raymond James	Mkt Perform → Strong Buy	$518
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

Show Previous Ratings

Jun-29-26 04:30PM	Ameriprise Financial Recognized by Newsweek as One of the "Most Trustworthy Companies in America" (Business Wire)
09:00AM	Ameriprise Financial Announces Schedule for Second Quarter 2026 Investor Conference Call (Business Wire)
Jun-25-26 03:56PM	Financial Advisors Looking for New Clients Shouldn't Overlook First-Time Parents (Barrons.com)
Jun-17-26 02:17PM	The case for applying an old-school dividend strategy to investing today (Financial Planning)
Jun-11-26 12:29PM	Ameriprise Financial Earns Technology Innovation Award for its Ameriprise Signature Wealth Program (Business Wire)
02:50PM	Loading…
Jun-10-26 02:50PM	Wells Fargo's FiNet Recruits $650 Million Team From Stifel (Barrons.com)
Jun-09-26 09:03AM	Experienced Advisor with More Than $120 Million in Assets Joins Ameriprise Financial for Independence and Growth Opportunities (Business Wire)
Jun-05-26 07:00AM	Chilling in Money-Market Funds is the Hot Retail Strategy Now (Bloomberg)
Jun-03-26 02:37PM	Data Breach at Mariner Wealth Advisors Exposed Personal Information of Thousands of Individuals (Barrons.com)
11:32AM	Experienced Advisory Team With $160 Million in Assets Joins Ameriprise Financial for Enhanced Client Experience and Advanced Capabilities (Business Wire)
May-29-26 01:16PM	Ameriprise's Bill Williams on Stepping Into a New Role and Betting Big on AI (Barrons.com)
May-28-26 02:55PM	Former Wells Fargo Team Rejoins the Firm From Ameriprise (Barrons.com)
May-23-26 04:00AM	AI Could Kill the Brokerage Industry's Cash Cow (Barrons.com)
May-20-26 10:00AM	Columbia Threadneedle Investments Announces Retirement of Global Chief Investment Officer (Business Wire)
10:00AM	Ameriprise Financial Recognized by Fortune as one of Americas Most Innovative Companies in 2026 (Business Wire)
03:09PM	Loading…
May-18-26 03:09PM	Ameriprise Financial Receives 2026 Halo Award for Best Direct Service Initiative By Engage for Good (Business Wire)
May-15-26 12:01AM	Clients Flying Solo in Retirement Planning May Be Ahead of the Game (The Daily Upside)
May-12-26 06:00AM	$850M Ameriprise Team Leaves to Launch RIA With Integrated Partners (Wealth Management)
May-07-26 01:53PM	$836M Ameriprise Team Launches Midwest RIA (Wealth Management)
11:22AM	Judge Halts Review of Advisors' Devices in LPL/Ameriprise Dispute (Wealth Management)
11:03AM	Advisor Practice With $140 Million in Assets Joins Ameriprise Financial for Enhanced Client Experience and Long-Term Continuity (Business Wire)
May-06-26 06:00AM	Steward Acquires $500M Ameriprise Practice (Wealth Management)
06:00AM	Ameriprise Research Shows Single, Divorced and Widowed Americans Feel Financially Confident Yet Have Concerns About Aging Alone (Business Wire)
Apr-29-26 10:00AM	Barrons Names 84 Ameriprise Financial Advisors to Its Top 1,500 Financial Advisors Ranking (Business Wire)
Apr-28-26 03:30PM	Ameriprise Financial Named a Top Performer in Hearts & Wallets Customer Satisfaction Survey for the Eighth Time (Business Wire)
02:19PM	Massachusetts Says Fidelity Was Lax With Customer Data. Now the Firm Must Pay $1.25 Million. (Barrons.com)
Apr-24-26 12:17PM	Ameriprise Wealth and Advice Asset Inflows Decline Amid Advisor Attrition (Wealth Management)
12:17PM	Ameriprise Cuts Net Outflows but Faces Further Advisor Attrition (Wealth Management)
08:30AM	Ameriprise Financial, Inc. Q1 2026 Earnings Call Summary (Moby)
Apr-23-26 04:29PM	Ameriprise: Q1 Earnings Snapshot (Associated Press)
04:26PM	Loading…
04:26PM	Ameriprise Financial Earnings Beat Estimates (Barrons.com)
04:16PM	Ameriprise Financial Increases Regular Quarterly Dividend 6 Percent (Business Wire)
04:15PM	Ameriprise Financial Reports First Quarter 2026 Results (Business Wire)
Apr-20-26 03:00PM	Ameriprise Financial Recognized by Newsweek as One of Americas Most Charitable Companies (Business Wire)
11:35AM	Advisory Team With Over $140 Million in Assets Joins Ameriprise Financial for Deeper Planning Capabilities and a More Personalized Client Experience (Business Wire)
Apr-14-26 02:30PM	Ameriprise Financial Earns High Investor Satisfaction Scores in the JD Power 2026 U.S. Investor Satisfaction Study (Business Wire)
Apr-13-26 11:30PM	Australia Consumer Confidence Posts Biggest Fall Since Covid (Bloomberg)
11:39AM	Experienced Advisory Team With More Than $110 Million in Assets Joins Ameriprise Financial for Enhanced Digital Client Experience and Practice Growth (Business Wire)
Apr-10-26 03:18PM	Ameriprise Advisor Group Head to Step Down This Summer (Wealth Management)
02:14PM	Ameriprise to Put Employee and Franchisee Advisor Channels Under One Leader (Barrons.com)
Apr-08-26 10:35AM	Advisor Team With $140 Million in Assets Joins Ameriprise Financial for Greater Client Experience, Independence and Planning Capabilities (Business Wire)
Apr-01-26 03:19PM	Cetera, Ameriprise Face Class Action Lawsuits Over Data Breaches (Wealth Management)
Mar-24-26 09:00AM	Ameriprise Financial Announces Schedule for First Quarter 2026 Investor Conference Call (Business Wire)
Mar-18-26 03:43PM	208 Ameriprise Financial Advisors Named to the Forbes Top Women Wealth Advisors Best-in-State List (Business Wire)
Mar-16-26 06:08AM	State Street Corporation Stock: Is STT Outperforming the Financial Sector? (Barchart)
Mar-13-26 09:00AM	Ameriprise Financial Recognized by Newsweek as One of Americas Greatest Workplaces for Womenfor the Fourth Consecutive Year (Business Wire)
Mar-12-26 09:15AM	Columbia Threadneedle Investments Fixed Income Team Recognized with 2026 LSEG Lipper Fund Awards (Business Wire)
Mar-09-26 01:25PM	Blue Owl Stock Falls on $48M Exposure to Failed U.K. Lender (Zacks)
09:40AM	Should Value Investors Buy Ameriprise Financial (AMP) Stock? (Zacks)
Mar-06-26 10:30AM	Is Ameriprise Financial Stock Underperforming the Nasdaq? (Barchart)
Mar-05-26 11:06PM	3 Reasons Investors Love Ameriprise Financial (AMP) (StockStory)
Mar-04-26 02:36AM	Ameriprise Financial Issues Update On Expected Impacts To Q1 Results (RTT News)
Mar-03-26 09:00AM	Columbia Funds Ranks in Top 10 Across All Time Periods in Barrons Best Fund Families (Business Wire)
Feb-28-26 08:47AM	Ameriprise Financial, Inc. (AMP): A Bull Case Theory (Insider Monkey)
07:32AM	Ameriprise Financial (AMP) Executives Sell Shares in Insider Transactions Activity (Insider Monkey)
Feb-26-26 11:42PM	2 Financials Stocks Worth Your Attention and 1 We Ignore (StockStory)
11:43AM	HUT 8 Q4 Earnings Surpass Estimates, Revenues Increase Y/Y (Zacks)
11:41AM	Circle Q4 Earnings & Revenues Beat Estimates, Sales Increase Y/Y (Zacks)
Feb-24-26 05:44PM	$1B Ex-Ameriprise Team Sets Up Shop at NewEdge Advisors (Wealth Management)
04:02PM	478 Ameriprise Financial Advisor Teams Named to the Forbes Best-in-State Wealth Management Teams List (Business Wire)
Feb-23-26 07:43AM	Ameriprise Financial Stock Outlook: Is Wall Street Bullish or Bearish? (Barchart)
Feb-20-26 01:01PM	Week's Best: This Is Hazel, the AI Tool That Rocked Markets (Barrons.com)
09:40AM	Are Investors Undervaluing Ameriprise Financial (AMP) Right Now? (Zacks)
Feb-18-26 11:07AM	3 Investment Management Stocks to Invest in Despite Industry Woes (Zacks)
09:27AM	Meet Hazel, the AI Tool That Sparked a Stock Market Selloff (Barrons.com)
Feb-16-26 10:12AM	Ameriprise Financial CFO Touts Integrated Model, Advisor Growth and Bigger Buybacks at BofA Conference (MarketBeat)
Feb-13-26 09:11PM	Analyst Report: Ameriprise Financial, Inc. (Morningstar Research)
Feb-12-26 03:19PM	Are Options Traders Betting on a Big Move in Ameriprise Stock? (Zacks)
03:15PM	AI Fears Hit Charles Schwab and Other Financial Stocks. The Case for Buying Now. (Barrons.com)
09:00AM	Seligman Investments Launches $500M Venture Capital Arm (Business Wire)
Feb-11-26 04:38PM	AI Disruption Fears Slam Charles Schwab, Wealth Managers (Investor's Business Daily)
Feb-10-26 01:54PM	Analyst Report: Ameriprise Financial, Inc. (Morningstar Research) -6.21%
04:03AM	Zacks.com featured highlights include Amphenol, GE Aerospace, ResMed and Ameriprise Financial (Zacks)
Feb-09-26 02:39PM	Court Allows Advisors Attempt to Pause LPL/Ameriprise Suit (Wealth Management)
11:31AM	Add These 4 GARP Stocks to Your Portfolio to Receive Handsome Returns (Zacks)
08:36AM	RBC Capital Raises its Price Target on Ameriprise Financial, Inc. (AMP) to $605 and Reiterates an Outperform Rating (Insider Monkey)
Feb-05-26 03:23PM	Huntington Bank to Outsource $28 Billion Wealth Management Business to Ameriprise (Barrons.com)
12:43AM	Ameriprise Financial's Q4 Earnings Call: Our Top 5 Analyst Questions (StockStory)
Feb-04-26 04:30PM	Ameriprise Financial Chief Financial Officer to Present at the 2026 Bank of America Securities Financial Services Conference (Business Wire)
09:40AM	Should Value Investors Buy Ameriprise Financial (AMP) Stock? (Zacks)
09:37AM	Ameriprise Adds $28B in Deal With Huntington Bank's Wealth Division (Wealth Management)
08:00AM	Huntington Bank Selects Ameriprise Financial as its New Retail Investment Program Provider (Business Wire)
Feb-03-26 05:11AM	Ameriprise Financial (AMP) Q4 Earnings Beat Expectations With $10.83 Adjusted EPS (Insider Monkey)
Feb-02-26 09:40AM	Why Ameriprise Financial Services (AMP) is a Top Value Stock for the Long-Term (Zacks)
Jan-30-26 11:58AM	Analyst Report: Ameriprise Financial, Inc. (Morningstar Research)
12:32AM	AMP Q4 Deep Dive: Adviser Growth and Digital Investments Drive Strong Performance (StockStory)
Jan-29-26 05:10PM	Ameriprise Financial Q4 Earnings Call Highlights (MarketBeat)
03:07PM	NewEdge Advisors Recruits $1.4 Billion Team From Ameriprise (Barrons.com)
02:30PM	Ameriprise Reports Strong Recruiting Amid Competitive Environment (Wealth Management)
02:04PM	Ameriprise Financial Inc (AMP) Q4 2025 Earnings Call Highlights: Record Growth in Revenue and Assets (GuruFocus.com)
01:18PM	Ameriprise Stock Gains on Q4 Earnings Beat as Revenues & AUM Grow Y/Y (Zacks)
01:16PM	Analyst Report: Ameriprise Financial, Inc. (Morningstar Research)
11:30AM	Ameriprise (AMP) Reports Q4 Earnings: What Key Metrics Have to Say (Zacks)
07:40AM	Ameriprise Financial Services (AMP) Q4 Earnings and Revenues Surpass Estimates (Zacks)
07:11AM	Ameriprise Financial's (NYSE:AMP) Q4 CY2025: Strong Sales (StockStory)
06:47AM	Ameriprise: Q4 Earnings Snapshot (Associated Press Finance)
06:31AM	Ameriprise Financial Declares Regular Quarterly Dividend (Business Wire)
06:30AM	Ameriprise Financial Reports Fourth Quarter and Full Year 2025 Results (Business Wire)
06:00AM	NewEdge Advisors Snags Two Firms Managing $1.9B in Combined Assets (Wealth Management)
Jan-28-26 11:50AM	AmEx Set to Report Q4 Earnings: Key Metrics Investors Should Track (Zacks)

Ameriprise Financial, Inc. is a holding company, which engages in providing 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 consists of financial planning and advice, as well as full-service brokerage services for retail clients through financial advisors. The Asset Management segment offers investment management, advice, and products to retail, high net worth, and institutional clients through Columbia Threadneedle. The Retirement & Protection Solutions segment refers to RiverSource solutions, which includes clients annuities, life insurance, and disability income insurance products. The Corporate & Other segment handles closed blocks of business and net investment income or loss on corporate level assets, including excess capital held in subsidiaries. The company was founded by John Tappan in 1894 and is headquartered in Minneapolis, MN.

Chairman & CEOMr. James M. Cracchiolo CPA

Executive VPMr. Walter S. Berman

Executive VP & Global Chief Investment OfficerMr. William Davies

Chief Executive Officer of Columbia ThreadneedleMr. William F. Truscott

Senior VPMs. Dawn M. Brockman

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Smyth Gerard P.	EVP & Hd. of Tech. & Serv. Del	May 14 '26	Option Exercise	165.41	2,221	367,376	13,795	May 18 04:17 PM
Smyth Gerard P.	EVP & Hd. of Tech. & Serv. Del	May 14 '26	Sale	472.52	6,255	2,955,607	6,103	May 18 04:17 PM
Gerard P. Smyth	Officer	May 14 '26	Proposed Sale	472.52	6,255	2,955,607		May 14 06:24 PM
Sharpe Robert Francis JR	Director	May 08 '26	Sale	465.83	1,200	558,996	6,300	May 12 04:52 PM
Sharpe Robert Francis JR	Director	May 08 '26	Proposed Sale	461.86	1,200	554,226		May 08 01:15 PM
TRUSCOTT WILLIAM F	CEO, GLOBAL ASSET MANAGEMENT	Feb 10 '26	Sale	532.08	5,000	2,660,400	12,149	Feb 12 04:29 PM
Alvero Gumer	PRESIDENT-INSURANCE&ANNUITIES	Feb 09 '26	Option Exercise	148.78	8,293	1,233,811	14,229	Feb 11 04:06 PM
Alvero Gumer	PRESIDENT-INSURANCE&ANNUITIES	Feb 09 '26	Sale	542.88	4,658	2,528,746	4,621	Feb 11 04:06 PM
William Fredrick Truscott	Officer	Feb 10 '26	Proposed Sale	532.08	5,000	2,660,400		Feb 10 06:33 PM
GUMER ALVERO	Officer	Feb 09 '26	Proposed Sale	542.88	4,658	2,528,746		Feb 09 06:06 PM
Berman Walter Stanley	EXECUTIVE VP AND CFO	Feb 05 '26	Sale	544.22	7,000	3,809,511	5,609	Feb 09 04:42 PM
CRACCHIOLO JAMES M	CHAIRMAN AND CEO	Feb 04 '26	Sale	544.96	48,813	26,601,190	107,633	Feb 06 06:21 PM
Walter Stanley Berman	Officer	Feb 05 '26	Proposed Sale	544.22	7,000	3,809,511		Feb 05 05:55 PM
James M. Cracchiolo	Officer	Feb 04 '26	Proposed Sale	544.96	48,813	26,601,189		Feb 04 06:32 PM
Sharpe Robert Francis JR	Director	Nov 21 '25	Sale	450.94	1,500	676,418	7,500	Nov 25 04:44 PM
Sharpe Robert Francis JR	Director	Nov 21 '25	Proposed Sale	450.71	1,500	676,060		Nov 21 02:13 PM
MELLOH HEATHER J.	EVP AND GENERAL COUNSEL	Sep 04 '25	Sale	512.34	1,500	768,502	2,562	Sep 08 04:30 PM
Heather J. Melloh	Officer	Sep 04 '25	Proposed Sale	512.34	1,500	768,502		Sep 04 06:44 PM
TRUSCOTT WILLIAM F	CEO, GLOBAL ASSET MANAGEMENT	Aug 19 '25	Option Exercise	165.41	28,546	4,721,794	33,368	Aug 21 04:20 PM
TRUSCOTT WILLIAM F	CEO, GLOBAL ASSET MANAGEMENT	Aug 19 '25	Sale	506.89	9,929	5,032,934	11,047	Aug 21 04:20 PM
William Fredrick Truscott	Officer	Aug 19 '25	Proposed Sale	506.89	9,929	5,032,934		Aug 19 07:34 PM
Sharpe Robert Francis JR	Director	Aug 13 '25	Proposed Sale	507.28	98	49,714		Aug 13 03:37 PM

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Ameriprise Financial Inc

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