Ameriprise Financial Inc. (AMP): price, analyst ratings, earnings and fundamentals
Updated 16 September 2026, 08:02 ET
Ameriprise Financial Inc. (AMP) closed at $559.34 on 15 September 2026, up 0.1%. The stock is down 1.8% over one month and up 12.5% over one year. It trades 2.3% below its 52-week high of $572.56. Analysts recorded 7 actions in the last 90 days; the median price target of $568 is 1.5% above the last close. The company last reported on 23 July 2026 for Q2 2026: EPS of $11.07 against an estimate of $10.62, a beat of 4.2%, on revenue of $4.9 billion.
Price and performance
Performance figures use dividend and split adjusted closes over trading sessions, so a one-year move compares the last close with the close 252 sessions earlier. The 52-week range uses the adjusted daily highs and lows of the same window. Read the guide: Momentum, trend and technical indicators.
The live chart with technical indicators is in the app: open AMP in FundSpec.
Analyst ratings
Over the last 90 days FundSpec recorded 7 analyst actions on AMP from 7 firms: 7 maintained or reiterated a view. Price targets were 7 raised. The most recent targets from 8 firms range from $489 to $645, with a median of $568, 1.5% above the last close.
| Date | Firm | Action | Price target |
|---|---|---|---|
| 31 Jul 2026 | Argus Research | Maintains Buy | $534.00 to $590.00 |
| 24 Jul 2026 | RBC Capital | Maintains Outperform | $560.00 to $595.00 |
| 24 Jul 2026 | Keefe, Bruyette & Woods | Maintains Market Perform | $515.00 to $545.00 |
| 13 Jul 2026 | Evercore ISI Group | Maintains In-Line | $589.00 to $625.00 |
| 13 Jul 2026 | Piper Sandler | Maintains Neutral | $471.00 to $518.00 |
| 10 Jul 2026 | Morgan Stanley | Maintains Underweight | $467.00 to $489.00 |
| 10 Jul 2026 | Jefferies | Maintains Buy | $636.00 to $645.00 |
| 20 May 2026 | BMO Capital | Reiterates Market Perform | $490.00 |
| 4 May 2026 | Piper Sandler | Maintains Neutral | $460.00 to $471.00 |
| 30 Apr 2026 | Morgan Stanley | Maintains Underweight | $452.00 to $467.00 |
A price target is one firm's twelve-month view, and the median across firms is a steadier reading than any single call. Upgrades and downgrades matter more when they change a rating, not only a target. Read the guide: What analyst ratings and price targets actually tell you.
Every action with the firm's history is in Analyst Ratings.
Earnings
The next report is scheduled for 29 October 2026 before the open for Q3 2026, with EPS expected at $11.75 on revenue of $5.1 billion. Ameriprise Financial Inc. beat the EPS estimate in 8 of its last 8 reported quarters.
| Period | Reported | EPS estimate | EPS actual | Surprise | Revenue |
|---|---|---|---|---|---|
| Q2 2026 | 23 Jul 2026 | $10.62 | $11.07 | +4.24% | $4.9B |
| Q1 2026 | 23 Apr 2026 | $10.21 | $11.26 | +10.28% | $4.8B |
| Q4 2025 | 29 Jan 2026 | $10.30 | $10.83 | +5.15% | $5.0B |
| Q3 2025 | 30 Oct 2025 | $9.70 | $9.92 | +2.27% | $4.8B |
| Q2 2025 | 24 Jul 2025 | $8.96 | $9.11 | +1.67% | $4.4B |
| Q1 2025 | 24 Apr 2025 | $9.11 | $9.50 | +4.28% | $4.4B |
| Q4 2024 | 29 Jan 2025 | $9.05 | $9.54 | +5.41% | $4.5B |
| Q3 2024 | 23 Oct 2024 | $8.92 | $9.02 | +1.12% | $4.6B |
An earnings surprise is the reported EPS against the consensus estimate on the day. The price reaction depends as much on guidance and on what was already priced in as on the surprise itself. Read the guide: Earnings season: estimates, surprises and price reaction.
Estimates, confirmed dates and alerts for every company are in Earnings.
Fundamentals
For the period ended 30 June 2026, Ameriprise Financial Inc. reported revenue of $5.0 billion and net income of $1.1 billion. On a trailing twelve month basis the company shows revenue growth of 9.13%, a gross margin of 47.94%, an operating margin of N.A. and a return on equity of 63.43%.
Income statement
| Line | Amount |
|---|---|
| Revenue | $5,013,000,000 |
| Selling, General & Administrative Expenses | $1,002,000,000 |
| Depreciation & Amortization | -$5,000,000 |
| Pre-tax Income | $1,442,000,000 |
| Income Tax Expense | $329,000,000 |
| Net Income | $1,113,000,000 |
Cash flow
| Line | Amount |
|---|---|
| Cash from Operating Activities | $2,886,000,000 |
| Stock-based Compensation | $50,000,000 |
| Cash from Investing Activities | -$923,000,000 |
| Capital Expenditures | $37,000,000 |
| Cash from Financing Activities | -$198,000,000 |
| Dividends Paid | $152,000,000 |
| Share Repurchases | $779,000,000 |
| Free Cash Flow | $2,849,000,000 |
Assets
| Line | Amount |
|---|---|
| Cash & Cash Equivalents | $11,159,000,000 |
| Plant, Property & Equipment, Net | $744,000,000 |
| Operating Lease Right-of-Use Assets | $223,000,000 |
| Goodwill Intangible Assets, Net | $2,600,000,000 |
| Deferred Tax Asset | $1,729,000,000 |
| Total Assets | $197,871,000,000 |
Liabilities and equity
| Line | Amount |
|---|---|
| Operating Lease Liabilities, Long-term | $276,000,000 |
| Total Liabilities | $191,505,000,000 |
| Common Stock | $3,000,000 |
| Retained Earnings | $29,380,000,000 |
| Treasury Stock | -$32,228,000,000 |
| Other Accumulated Comprehensive Income | -$1,276,000,000 |
| Total Stockholders Equity | $6,366,000,000 |
| Total Liability & Stockholders Equity | $197,871,000,000 |
Figures as filed with the SEC for the period ended 30 June 2026, in US dollars.
FundSpec fundamental metrics
Each metric is computed from the company's filings and ranked against every company FundSpec covers; the percentile is the share of covered companies with a lower value.
Leverage
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Debt/Assets | 0.00 | 17th | Calculated as the ratio of Short-Term Debt + Long-Term Debt / Total Assets. The higher the ratio, the higher the degree of leverage, and consequently, financial risk |
| Debt/Equity | 0.00 | 14th | Calculated as the ratio of Total Liabilities / Shareholders' Equity. The ratio indicates how much debt a company is using to finance its assets relative to the amount of value represented in shareholders’ equity |
Profitability
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Free Cashflow Margin Pct | 40.6% | 95th | Calculated as the ratio of Free Cashflow from Operating Activities / Net Sales. It measures how much per dollar of revenue the company is able to convert into free cash flow. |
| Gross Margin Pct | 47.9% | 61st | Calculated as the ratio of Revenue - Cost of Goods Sold (COGS) / Revenue. The gross margin represents the percent of total sales revenue that the company retains after incurring the direct costs associated with producing the goods and services sold by a company. |
| PreTax Margin Pct | 25.5% | 84th | Calculated as the ratio of (Gross profit - (Operating Expense + Interest Expense)) / Revenue. The pretax profit margin enables profitability to be compared across companies with significant differences in size, scale, capital structure and tax rates. |
| Return on Assets Pct | 2.1% | 65th | Calculated as the ratio of Net Income / Total Assets. It is an indicator of how efficient the company is at using its assets to generate earnings. |
| Return on Equity Pct | 63.4% | 97th | Calculated as the ratio of Net Income / Shareholders' equity. It is a measure of how much profit a company generates with the money shareholders have invested. |
Cashflow
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| FCF Pct Growth | 20.4% | 59th | The Free Cash Flow growth rate over the trailing twelve months (TTM) |
| FCF Pct Growth 3 year CAGR | 100.4% | 75th | The Free Cash Flow compound annual growth rate (CAGR) over the past 3 years |
| FCF Pct Growth 5 year CAGR | 400.0% | 94th | The Free Cash Flow compound annual growth rate (CAGR) over the past 5 years |
| FCF Return on Assets Pct | 4.2% | 65th | Calculated as the ratio of Cashflow from Operations / Total Assets. A high cash return on assets means a company is generating more cash flow from every asset dollar |
| Operating Cashflow Pct Growth | 19.4% | 60th | The Operating Cashflow growth rate over the trailing twelve months (TTM) |
| Operating Cashflow Pct Growth 3 year CAGR (FY) | 25.0% | 79th | The Operating Cashflow compound annual growth rate (CAGR) over the past 3 years |
| Operating Cashflow Pct Growth 5 year CAGR (FY) | 57.4% | 97th | The Operating Cashflow compound annual growth rate (CAGR) over the past 5 years |
Earnings Growth (Net Income)
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Net Income Pct Growth | 22.4% | 59th | The Net Income growth rate over the trailing twelve months (TTM) |
| Net Income Pct Growth 3 year CAGR | 9.4% | 60th | The Net Income compound annual growth rate (CAGR) over the past 3 years |
| Net Income Pct Growth 5 year CAGR | 16.6% | 76th | The Net Income compound annual growth rate (CAGR) over the past 5 years |
Top Line Growth
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Revenue Pct Growth | 9.1% | 59th | The Revenue (Sales) growth rate over the trailing twelve months (TTM) |
| Revenue Pct Growth 3 year CAGR | 9.7% | 65th | The Revenue (Sales) compound annual growth rate (CAGR) over the past 3 years |
| Revenue Pct Growth 5 year CAGR | 8.9% | 57th | The Revenue (Sales) compound annual growth rate (CAGR) over the past 5 years |
Taxes
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Effective Tax Rate Pct | 21.9% | 73rd | The effective tax rate of the company over the trailing twelve months (TTM). |
Margins and returns say how much of each dollar of sales becomes profit and how hard the balance sheet is working; leverage and liquidity say how much room the company has when conditions turn. Read the guide: A practical guide to discounted cash flow valuation.
Fair value, peer multiples and the full statement history are in the app: open AMP in FundSpec.
Insider activity
In the last 90 days insiders filed 46 transactions: 14 acquisitions covering 106,064 shares and 32 disposals covering 221,988 shares. Acquisitions include awards and option exercises as well as open market purchases. The largest by value was a disposal of 34,912 shares by James M Cracchiolo, Director, CHAIRMAN AND CEO on 28 July 2026, worth about $19.1 million at the transaction price.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 10 Aug 2026 | Dawn M. Brockman | SVP AND CONTROLLER | Disposal | 472 | $558.93 | $264K |
| 10 Aug 2026 | Heather J. Melloh | EVP AND GENERAL COUNSEL | Disposal | 469 | $559.62 | $262K |
| 10 Aug 2026 | Heather J. Melloh | EVP AND GENERAL COUNSEL | Acquisition | 722 | $197.87 | $143K |
| 10 Aug 2026 | Heather J. Melloh | EVP AND GENERAL COUNSEL | Disposal | 722 | ||
| 6 Aug 2026 | Deirdre Davey Mcgraw | EVP Mktg, Strat. & Comms. | Disposal | 2,400 | $558.28 | $1.3M |
| 6 Aug 2026 | Deirdre Davey Mcgraw | EVP Mktg, Strat. & Comms. | Disposal | 2,191 | $558.08 | $1.2M |
| 6 Aug 2026 | Deirdre Davey Mcgraw | EVP Mktg, Strat. & Comms. | Acquisition | 1,000 | $298.09 | $298K |
| 6 Aug 2026 | Deirdre Davey Mcgraw | EVP Mktg, Strat. & Comms. | Acquisition | 1,000 | $197.87 | $198K |
| 6 Aug 2026 | Deirdre Davey Mcgraw | EVP Mktg, Strat. & Comms. | Acquisition | 1,000 | $165.41 | $165K |
| 6 Aug 2026 | Deirdre Davey Mcgraw | EVP Mktg, Strat. & Comms. | Disposal | 1,000 | ||
| 28 Jul 2026 | James M Cracchiolo | Director, CHAIRMAN AND CEO | Disposal | 34,912 | $545.83 | $19.1M |
| 28 Jul 2026 | Walter Stanley Berman | EXECUTIVE VP AND CFO | Disposal | 23,099 | $550.81 | $12.7M |
| 28 Jul 2026 | James M Cracchiolo | Director, CHAIRMAN AND CEO | Disposal | 16,120 | $545.28 | $8.8M |
| 28 Jul 2026 | James M Cracchiolo | Director, CHAIRMAN AND CEO | Acquisition | 52,932 | $165.41 | $8.8M |
| 28 Jul 2026 | Walter Stanley Berman | EXECUTIVE VP AND CFO | Disposal | 10,590 | $548.92 | $5.8M |
Insider filings record what officers and directors did with their own shares. Disposals are often planned sales or tax related, so a pattern across several insiders says more than one filing.
SEC filings
The latest filing is a 10-Q from 4 August 2026.
| Filed | Form | Document |
|---|---|---|
| 4 Aug 2026 | 10-Q | View on sec.gov |
| 7 May 2026 | 10-Q | View on sec.gov |
| 12 Mar 2026 | 10-K/A | View on sec.gov |
| 19 Feb 2026 | 10-K | View on sec.gov |
| 31 Oct 2025 | 10-Q | View on sec.gov |
| 5 Aug 2025 | 10-Q | View on sec.gov |
| 2 May 2025 | 10-Q | View on sec.gov |
| 20 Feb 2025 | 10-K | View on sec.gov |
| 1 Nov 2024 | 10-Q | View on sec.gov |
| 6 Aug 2024 | 10-Q | View on sec.gov |
Company profile
- Exchange
- NYSE
- Sector
- Brokers and Asset Managers
- Industry
- Trading
- Headquarters
- Boston, Minnesota
- Chief executive
- James M. Cracchiolo
- Employees
- 13,500
- Website
- ameriprise.com
- SEC CIK
- 0000820027
Ameriprise Financial, Inc. provides various financial products and services to individual and institutional clients in the United States and internationally. It operates through four segments: Advice & Wealth Management, Asset Management, Retirement & Protection Solutions, and Corporate & Other. The Retirement and Protection Solutions segment provides variable annuity products to individual clients, as well as life and DI insurance products.
Sector and peers
Ameriprise Financial Inc. is part of the Brokers and Asset Managers sector, which FundSpec tracks across 73 companies.
Companies in the same industry by market capitalization:
BX Blackstone Inc.KKR KKR & Co. Inc.APO Apollo Global Management, Inc.ARES Ares Management Corp
Put two of them side by side in Compare.
In FundSpec: the fair value estimate, the momentum reading, relative valuation against sector and industry peers, unusual options activity and AI model signals for AMP are available to subscribers, with the same screen in the iOS and Android apps.
Open AMP in FundSpec