Inside the research
Ameriprise Financial, Inc.
AMP Research profile · latest available data
Price overview
$493.00
▲ +7.85 (+1.6%)
| 52w hi | $570.68 |
|---|---|
| 52w lo | $427.50 |
| Vol | 765.10K |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.39
| Short | +0.39 |
|---|---|
| Medium | +0.37 |
| Long | +0.45 |
computed 2026-09-27
Key fundamentals
Ameriprise Financial, Inc.
Financial Services · Asset Management
| Market cap | $43.55B |
|---|---|
| Enterprise value | $37.55B |
| Trailing P/E | 11.91x |
| Forward P/E | 9.54x |
| P / S (ttm) | 2.20x |
| Profit margin | 19.9% |
| Return on equity | 63.4% |
| Revenue growth | +11.6% |
| Earnings growth | +11.7% |
| Debt / equity | 67.58 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.36 | |
| Sector | +0.02 | |
| Technical | +0.14 | |
| Earnings | +0.00 | |
| Sentiment | +0.23 |
macro × 1.00 · 2026-09-27
Business overview
Ameriprise Financial, Inc., together with its subsidiaries, operates as a diversified financial services company in the United States and internationally. The company offers financial planning and advice services to individual and institutional clients. It operates through Advice & Wealth Management, Asset Management, Retirement & Protection Solutions, Corporate & Other segments. The Advice & Wealth Management segment provides financial planning and advice; brokerage products and services for retail and institutional clients; discretionary and non-discretionary investment advisory accounts; mutual funds; insurance and annuities products; cash management and banking products; and face-amount certificates. The Asset Management segment offers investment management, advice, and products to retail, high net worth, and institutional clients through third-party financial institutions, advisor network, direct retail, and its institutional sales force under the Columbia Threadneedle Investments brand name. Its products include U.S. mutual funds and their non-U.S. equivalents, exchange-traded funds, variable product funds underlying insurance, and annuity separate accounts; and institutional asset management products, such as traditional asset classes, separately managed accounts, individually managed accounts, collateralized loan obligations, hedge funds, collective funds, and property and infrastructure funds. The Retirement & Protection Solutions segment provides variable annuity products, as well as life and disability income insurance products to retail clients. Ameriprise Financial, Inc. was formerly known as American Express Financial Corporation and changed its name to Ameriprise Financial, Inc. in September 2005. The company was founded in 1894 and is based in Minneapolis, Minnesota.
Risk Metrics
| Beta vs SPX | 1.08 |
|---|---|
| Corr SPX | 0.62 |
| Annual vol | 27.8% |
| Annual ret | +7.3% |
| Sharpe | 0.26 |
| Max DD | -26.6% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $540.82 |
|---|---|
| High / Low | $636.00 / $467.00 |
| Median | $530.00 |
| Analysts | 11 |
| Strong Buy | 2 | |
|---|---|---|
| Buy | 4 | |
| Hold | 7 | |
| Sell | 1 | |
| Strong Sell | 0 |
Recent rating actions
| 2026-05-04 | Piper Sandler | → Neutral |
| 2026-04-30 | Morgan Stanley | → Underweight |
| 2026-04-24 | BMO Capital | → Market Perform |
| 2026-04-10 | Morgan Stanley | → Underweight |
| 2026-04-07 | Piper Sandler | → Neutral |
| 2026-02-02 | RBC Capital | → Outperform |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-23 | Earnings Release, Exhibits | read |
| 2026-06-09 | Other Material Event, Exhibits | read |
| 2026-05-20 | Officer / Director Change, Reg FD Disclosure… | read |
| 2026-04-30 | Shareholder Vote, Exhibits | read |
| 2026-04-23 | Earnings Release, Exhibits | read |
| 2026-02-12 | Officer / Director Change | read |
| 2026-01-29 | Earnings Release, Exhibits | read |
| 2025-11-12 | Officer / Director Change | read |
| 2025-10-30 | Earnings Release, Exhibits | read |
| 2025-07-24 | Earnings Release, Exhibits | read |
| 2025-05-02 | Shareholder Vote, Exhibits | read |
| 2025-04-24 | Earnings Release, Exhibits | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-10 | Brockman Dawn M. | Officer, SVP AND CONTROLL | Sell | 472 | $263.82K |
| 2026-08-10 | MELLOH HEATHER J. | Officer, EVP AND GENERAL | Option exercise | 722 | $142.86K |
| 2026-08-10 | MELLOH HEATHER J. | Officer, EVP AND GENERAL | Withheld for tax | 469 | $262.46K |
| 2026-08-06 | McGraw Deirdre Davey | Officer, EVP Mktg, Strat. | Option exercise | 1.00K | $165.41K |
| 2026-08-06 | McGraw Deirdre Davey | Officer, EVP Mktg, Strat. | Withheld for tax | 2.19K | $1.22M |
| 2026-08-06 | McGraw Deirdre Davey | Officer, EVP Mktg, Strat. | Sell | 2.40K | $1.34M |
| 2026-07-28 | CRACCHIOLO JAMES M | Director, Officer, CHAIRM | Sell | 1.90K | $1.04M |
| 2026-07-28 | CRACCHIOLO JAMES M | Director, Officer, CHAIRM | Sell | 16.12K | $8.79M |
| 2026-07-28 | CRACCHIOLO JAMES M | Director, Officer, CHAIRM | Withheld for tax | 34.91K | $19.06M |
| 2026-07-28 | CRACCHIOLO JAMES M | Director, Officer, CHAIRM | Option exercise | 52.93K | $8.76M |
Flow & Concentration
| Insider 180d net | -$26.15M |
|---|---|
| Insider buys / sells | 0 / 11 |
| Insider bias | Sellers |
| 13F holders | 0 |
| Top-5 share | 0.0% |
| HHI | 0 (—) |
Connections
Subsidiarys: Columbia Threadneedle Investments
Dividends
| Yield (TTM) | 0.99% |
|---|---|
| $ / share (TTM) | $4.90 |
| 5y CAGR | +9.0% |
Annual dividend per share
| 2021 | $4.43 |
|---|---|
| 2022 | $4.88 |
| 2023 | $5.30 |
| 2024 | $5.79 |
| 2025 | $6.28 |
| 2026 | $3.30 |
SEC Filings
The Long Run
FY 2009–2025 · 17 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $16.10B | +4.5% | |
| Net income | $3.56B | +12.0% | |
| Cash from ops | $6.59B | +15.4% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $486.37 | $500.21 | $486.37 | $493.00 | 765.10K |
| Sep 24 | $504.89 | $507.53 | $477.91 | $485.15 | 1.02M |
| Sep 23 | $508.82 | $516.22 | $501.37 | $502.79 | 728.10K |
| Sep 22 | $536.78 | $536.82 | $498.80 | $512.37 | 1.05M |
| Sep 21 | $550.22 | $552.51 | $534.12 | $535.72 | 659.40K |
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