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
Vol765.10K
As of25 Sep 2026

The Verdict

Hold

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/E11.91x
Forward P/E9.54x
P / S (ttm)2.20x
Profit margin19.9%
Return on equity63.4%
Revenue growth+11.6%
Earnings growth+11.7%
Debt / equity67.58

Layer Breakdown

LayerRawContribution
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.

United States · www.ameriprise.com

Risk Metrics

Beta vs SPX1.08
Corr SPX0.62
Annual vol27.8%
Annual ret+7.3%
Sharpe0.26
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
Analysts11
Strong Buy2
Buy4
Hold7
Sell1
Strong Sell0

Recent rating actions

2026-05-04Piper Sandler→ Neutral
2026-04-30Morgan Stanley→ Underweight
2026-04-24BMO Capital→ Market Perform
2026-04-10Morgan Stanley→ Underweight
2026-04-07Piper Sandler→ Neutral
2026-02-02RBC Capital→ Outperform

Material Events

DateEvent8-K
2026-07-23Earnings Release, Exhibitsread
2026-06-09Other Material Event, Exhibitsread
2026-05-20Officer / Director Change, Reg FD Disclosure…read
2026-04-30Shareholder Vote, Exhibitsread
2026-04-23Earnings Release, Exhibitsread
2026-02-12Officer / Director Changeread
2026-01-29Earnings Release, Exhibitsread
2025-11-12Officer / Director Changeread
2025-10-30Earnings Release, Exhibitsread
2025-07-24Earnings Release, Exhibitsread
2025-05-02Shareholder Vote, Exhibitsread
2025-04-24Earnings Release, Exhibitsread

Insider Trades

DateInsiderRoleActionSharesValue
2026-08-10Brockman Dawn M.Officer, SVP AND CONTROLLSell472$263.82K
2026-08-10MELLOH HEATHER J.Officer, EVP AND GENERAL Option exercise722$142.86K
2026-08-10MELLOH HEATHER J.Officer, EVP AND GENERAL Withheld for tax469$262.46K
2026-08-06McGraw Deirdre DaveyOfficer, EVP Mktg, Strat.Option exercise1.00K$165.41K
2026-08-06McGraw Deirdre DaveyOfficer, EVP Mktg, Strat.Withheld for tax2.19K$1.22M
2026-08-06McGraw Deirdre DaveyOfficer, EVP Mktg, Strat.Sell2.40K$1.34M
2026-07-28CRACCHIOLO JAMES MDirector, Officer, CHAIRMSell1.90K$1.04M
2026-07-28CRACCHIOLO JAMES MDirector, Officer, CHAIRMSell16.12K$8.79M
2026-07-28CRACCHIOLO JAMES MDirector, Officer, CHAIRMWithheld for tax34.91K$19.06M
2026-07-28CRACCHIOLO JAMES MDirector, Officer, CHAIRMOption exercise52.93K$8.76M

Flow & Concentration

Insider 180d net-$26.15M
Insider buys / sells0 / 11
Insider biasSellers
13F holders0
Top-5 share0.0%
HHI0 (—)

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

DateFormDoc
2026-08-1413F-HRview
2026-08-124view
2026-08-124view
2026-08-104view
2026-08-0410-Qview
2026-07-304view
2026-07-304view
2026-07-304view
2026-07-294view
2026-07-238-Kview
2026-07-1713F-HR/Aview
2026-07-1713F-HR/Aview
2026-07-134view
2026-07-134view
2026-07-134view

The Long Run

FY 2009–2025 · 17 years

LineLatestCAGRTrend
Revenue$16.10B+4.5%
Net income$3.56B+12.0%
Cash from ops$6.59B+15.4%

Indices

S&P 500

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$486.37$500.21$486.37$493.00765.10K
Sep 24$504.89$507.53$477.91$485.151.02M
Sep 23$508.82$516.22$501.37$502.79728.10K
Sep 22$536.78$536.82$498.80$512.371.05M
Sep 21$550.22$552.51$534.12$535.72659.40K

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