AMP
Bearish signalScored 2026-08-03 Drivers: fundamentals. Moteurs : fondamentaux.
Research, not advice.
À propos
Ameriprise Financial, Inc.
- Nom
- Ameriprise Financial, Inc.
- Secteur
- Financial Services
- Industrie
- Asset Management
- Bourse
- NYSE
- Capitalisation
- $43.5B
- Employés
- 13,600
- PDG
- James Michael Cracchiolo
- Site web
- https://www.ameriprise.com
- Marché
- BLKEQHMSNTRSPFGPRU
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.
Price (1 year)
Live chart from TradingView — independent market data, as price context around the filings, not the Quorum score. EMA 50/200 and Bollinger load by default. When the exchange is known it is sent as EXCHANGE:SYMBOL; otherwise TradingView resolves the ticker best-effort.
VENTE TOTALE: 18 020 titres (~9 825 925,78 $ US)
- Insiders
- CRACCHIOLO JAMES M
- Total bought
-
—
Avg buy (VWAP, 90d window) —
- Total sold
-
$3,369,616
Avg sell (VWAP, 90d window) $551.67 vs last close —
Total sold sums Form 4 code S in this window. Codes F, M, A and G are left out.
- Last activity
- 2026-07-28
- Last synced
-
2026-10-19 22:02:11
Sign in to request a sync of this company's price history and timing levels.
Insider holdings as a share of total assets aren't available for this company.
Avg buy and avg sell are volume-weighted prices (sum of shares × price, divided by shares) for Form 4 rows in this 90-day window that report both figures. A comparison with last close is market context for that average, not advice.
Recent Form 4
Filings in the 90-day window for this company. Value is shares × price from the filing. Research, not advice.
| Date | Person | Side | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|
| 2026-08-10 | Brockman Dawn M. | Sell · S | 472 | $558.93 | $263,815 | Form 4 |
| 2026-08-06 | McGraw Deirdre Davey | Sell · S | 2,400 | $558.28 | $1,339,867 | Form 4 |
| 2026-07-28 | Berman Walter Stanley | Sell · S | 422 | $549.76 | $231,998 | Form 4 |
| 2026-07-28 | CRACCHIOLO JAMES M | Sell · S | 1,900 | $546.67 | $1,038,665 | Form 4 |
| 2026-07-28 | Williams William Jerryl | Sell · S | 908 | $541.90 | $492,045 | Form 4 |
| 2026-07-27 | Williams William Jerryl | Sell · S | 6 | $537.61 | $3,226 | Form 4 |
Congressional trades
STOCK Act disclosures (90-day window)
Amounts are STOCK Act brackets as disclosed. Quorum does not turn a bracket into an exact price or a midpoint.
No STOCK Act disclosures for this company in this window.
Recent trades
| Date | Representative | Type | Amount |
|---|---|---|---|
| 2026-04-15 | Rick Allen | Sale (Full) | $50,001 - $100,000 |
| 2026-04-08 | Elizabeth Pannill Fletcher | Sale | $1,001 - $15,000 |
| 2025-03-27 | Greg Landsman | Sale (Full) | $1,001 - $15,000 |
| 2025-03-27 | Greg Landsman | Sale (Full) | $1,001 - $15,000 |
| 2025-02-26 | Greg Landsman | Purchase | $1,001 - $15,000 |
| 2024-11-08 | Greg Landsman | Purchase | $1,001 - $15,000 |
| 2024-04-09 | Rick Allen | Purchase | $50,001 - $100,000 |
| 2024-01-10 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2023-11-03 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2023-10-31 | Ro Khanna | Sale | $15,001 - $50,000 |
| 2023-10-10 | Ro Khanna | Purchase | $15,001 - $50,000 |
| 2023-10-02 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2023-08-03 | Ro Khanna | Sale | $15,001 - $50,000 |
| 2023-07-28 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2023-05-23 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2023-04-24 | Greg Landsman | Sale (Full) | $1,001 - $15,000 |
| 2023-01-18 | Greg Landsman | Purchase | $1,001 - $15,000 |
| 2023-01-12 | Greg Landsman | Purchase | $1,001 - $15,000 |
| 2022-11-21 | Kevin Hern | Sale (Full) | $1,001 - $15,000 |
| 2022-08-03 | Kathy E. Manning | Sale (Full) | $1,001 - $15,000 |
| 2022-08-01 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2022-07-20 | Kathy E. Manning | Purchase | $1,001 - $15,000 |
| 2022-07-19 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-05-23 | Ro Khanna | Sale | $50,001 - $100,000 |
| 2022-05-10 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-04-13 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2022-01-11 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2020-07-27 | Kevin Hern | Purchase | $1,001 - $15,000 |
| 2020-04-09 | Susie Lee | Purchase | $1,001 - $15,000 |
| 2020-04-08 | Susie Lee | Purchase | $1,001 - $15,000 |
| 2019-10-25 | Susie Lee | Sale (Full) | $1,001 - $15,000 |
| 2019-09-11 | Susie Lee | Purchase | $1,001 - $15,000 |
| 2019-09-10 | Susie Lee | Purchase | $1,001 - $15,000 |
| 2019-05-29 | Peter Welch | Sale (Full) | $1,001 - $15,000 |
| 2018-10-24 | Peter Welch | Purchase | $1,001 - $15,000 |
| 2018-08-28 | Carlos Curbelo | Purchase | $1,001 - $15,000 |
| 2018-07-20 | Peter Welch | Purchase | $1,001 - $15,000 |
| 2017-11-06 | Gary James Palmer | Purchase | $1,001 - $15,000 |
| 2017-07-17 | John Henry Rutherford | Purchase | $1,001 - $15,000 |
Signal
Bearish signalScored 2026-08-03 Drivers: fundamentals. Moteurs : fondamentaux.
AMP presents a mixed profile: stable profitability with ~18-19% net margins is partially offset by deteriorating liquidity ratios, an elevated dividend payout ratio (85%), and a 288-day cash conversion cycle that…
The first sentence of the analysis written for AMP on 2026-08-03 - a real excerpt, not a sample. The rest of it, the 0-100 score and the rating it produced are part of Plus. See plans.
Factor checklist — research, not advice
A check leans with a bullish reading. A cross leans against it. A dash is unavailable or mixed.
- Insider Pulls against a bullish reading. Selling cluster — sale value, no purchase value
- Congress Unavailable or mixed. No purchase disclosures in the stored window
- Narrative Unavailable or mixed. Stored narrative reading is in the neutral band
- Timing Unavailable or mixed. No stored price series
- Financial indicators Supports a bullish reading. Current ratio 25.84 · operating margin 26%
Market snapshot
Financial ratios
| Metric | Trend | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|---|
| Gross Profit Margin | 50.4% | 50.9% | 51.7% | 53.6% | 57.8% | |
| Ebit Margin | 25.5% | 25.6% | 22.1% | 28.8% | 26.2% | |
| Ebitda Margin | 26.7% | 26.7% | 23.3% | 30.1% | 26.9% | |
| Operating Profit Margin | 25.5% | 25.6% | 22.1% | 28.8% | 26.7% | |
| Pretax Profit Margin | 23.8% | 23.7% | 20.1% | 27.4% | 24.7% | |
| Continuous Operations Profit Margin | 18.8% | 18.9% | 15.9% | 22.0% | 20.4% | |
| Net Profit Margin | 18.8% | 18.9% | 15.9% | 22.0% | 20.4% | |
| Bottom Line Profit Margin | 18.8% | 18.9% | 15.9% | 22.0% | 20.4% | |
| Current Ratio | 25.838 | 22.079 | 22.132 | 16.971 | 20.359 | |
| Quick Ratio | 25.838 | 22.079 | 22.132 | 16.971 | 20.359 | |
| Solvency Ratio | 0.020 | 0.020 | 0.016 | 0.022 | 0.017 | |
| Cash Ratio | 3.175 | 2.503 | 2.255 | 1.896 | 2.658 | |
| Price To Earnings Ratio | 13.288 | 15.813 | 15.708 | 11.006 | 12.820 | |
| Price To Earnings Growth Ratio | 1.385 | 0.403 | -1.081 | 0.544 | 0.143 | |
| Forward Price To Earnings Growth Ratio | 1.385 | 0.403 | -1.081 | 0.544 | 0.143 | |
| Price To Earnings Diluted Ratio | 13.486 | 16.110 | 16.020 | 11.241 | 13.116 | |
| Price To Earnings Diluted Growth Ratio | 1.347 | 0.409 | -1.112 | 0.550 | 0.148 | |
| Price To Book Ratio | 7.098 | 10.286 | 8.490 | 9.113 | 6.092 | |
| Price To Sales Ratio | 2.458 | 2.991 | 2.491 | 2.418 | 2.673 | |
| Price To Free Cash Flow Ratio | 5.696 | 8.378 | 8.920 | 8.202 | 11.293 | |
| Price To Operating Cash Flow Ratio | 5.585 | 8.154 | 8.569 | 7.864 | 10.885 | |
| Debt To Assets Ratio | 0.031 | 0.030 | 0.033 | 0.034 | 0.030 | |
| Debt To Equity Ratio | 0.895 | 1.047 | 1.217 | 1.416 | 0.875 | |
| Debt To Capital Ratio | 0.472 | 0.511 | 0.549 | 0.586 | 0.467 | |
| Long Term Debt To Capital Ratio | 0.464 | 0.477 | 0.513 | 0.503 | 0.455 | |
| Financial Leverage Ratio | 29.150 | 34.698 | 37.046 | 41.770 | 29.609 | |
| Working Capital Turnover Ratio | 0.251 | 0.252 | 0.247 | 0.255 | 0.262 | |
| Operating Cash Flow Ratio | 2.616 | 1.937 | 1.397 | 1.177 | 1.219 | |
| Operating Cash Flow Sales Ratio | 0.440 | 0.367 | 0.291 | 0.307 | 0.246 | |
| Free Cash Flow Operating Cash Flow Ratio | 0.981 | 0.973 | 0.961 | 0.959 | 0.964 | |
| Debt Service Coverage Ratio | 7.797 | 3.811 | 2.868 | 2.080 | 7.781 | |
| Interest Coverage Ratio | 14.816 | 13.961 | 10.981 | 20.854 | 18.818 | |
| Short Term Operating Cash Flow Coverage Ratio | 41.615 | 9.408 | 6.238 | 2.936 | 16.625 | |
| Operating Cash Flow Coverage Ratio | 1.420 | 1.205 | 0.814 | 0.818 | 0.640 | |
| Capital Expenditure Coverage Ratio | 51.377 | 37.472 | 25.462 | 24.214 | 27.708 | |
| Dividend Paid And Capex Coverage Ratio | 10.980 | 8.793 | 6.383 | 6.155 | 5.269 | |
| Dividend Payout Ratio | 0.167 | 0.169 | 0.215 | 0.170 | 0.185 | |
| Enterprise Value Multiple | 8.378 | 10.579 | 10.194 | 7.633 | 9.379 |
Sparkline shows each ratio oldest → newest (left → right).
How the latest year compares
For each ratio: its most recent value, the change versus one year earlier, and versus its 5-year average. ▲ higher ▼ lower
| Metric | Current | vs 1Y ago | vs 5Y avg |
|---|---|---|---|
| Gross Profit Margin | 50.4% | ▼-0.5% | ▼-2.5% |
| Ebit Margin | 25.5% | ▼-0.0% | ▼-0.1% |
| Ebitda Margin | 26.7% | ▼-0.0% | ▼-0.1% |
| Operating Profit Margin | 25.5% | ▼-0.1% | ▼-0.2% |
| Pretax Profit Margin | 23.8% | ▲0.1% | ▼-0.1% |
| Continuous Operations Profit Margin | 18.8% | ▼-0.1% | ▼-0.4% |
| Net Profit Margin | 18.8% | ▼-0.1% | ▼-0.4% |
| Bottom Line Profit Margin | 18.8% | ▼-0.1% | ▼-0.4% |
| Current Ratio | 25.838 | ▲3.759 | ▲4.362 |
| Quick Ratio | 25.838 | ▲3.759 | ▲4.362 |
| Solvency Ratio | 0.021 | 0.000 | ▲0.001 |
| Cash Ratio | 3.175 | ▲0.672 | ▲0.678 |
| Price To Earnings Ratio | 13.288 | ▼-2.525 | ▼-0.439 |
| Price To Earnings Growth Ratio | 1.385 | ▲0.982 | ▲1.107 |
| Forward Price To Earnings Growth Ratio | 1.385 | ▲0.982 | ▲1.107 |
| Price To Earnings Diluted Ratio | 13.486 | ▼-2.624 | ▼-0.509 |
| Price To Earnings Diluted Growth Ratio | 1.347 | ▲0.938 | ▲1.078 |
| Price To Book Ratio | 7.098 | ▼-3.188 | ▼-1.118 |
| Price To Sales Ratio | 2.458 | ▼-0.533 | ▼-0.148 |
| Price To Free Cash Flow Ratio | 5.696 | ▼-2.682 | ▼-2.802 |
| Price To Operating Cash Flow Ratio | 5.585 | ▼-2.569 | ▼-2.626 |
| Debt To Assets Ratio | 0.031 | ▲0.001 | ▼-0.001 |
| Debt To Equity Ratio | 0.895 | ▼-0.152 | ▼-0.195 |
| Debt To Capital Ratio | 0.472 | ▼-0.039 | ▼-0.045 |
| Long Term Debt To Capital Ratio | 0.464 | ▼-0.013 | ▼-0.019 |
| Financial Leverage Ratio | 29.150 | ▼-5.548 | ▼-5.305 |
| Working Capital Turnover Ratio | 0.251 | ▼-0.001 | ▼-0.002 |
| Operating Cash Flow Ratio | 2.616 | ▲0.679 | ▲0.946 |
| Operating Cash Flow Sales Ratio | 0.440 | ▲0.073 | ▲0.110 |
| Free Cash Flow Operating Cash Flow Ratio | 0.981 | ▲0.007 | ▲0.013 |
| Debt Service Coverage Ratio | 7.797 | ▲3.986 | ▲2.929 |
| Interest Coverage Ratio | 14.816 | ▲0.855 | ▼-1.070 |
| Short Term Operating Cash Flow Coverage Ratio | 41.615 | ▲32.207 | ▲26.250 |
| Operating Cash Flow Coverage Ratio | 1.420 | ▲0.215 | ▲0.440 |
| Capital Expenditure Coverage Ratio | 51.377 | ▲13.905 | ▲18.130 |
| Dividend Paid And Capex Coverage Ratio | 10.980 | ▲2.187 | ▲3.464 |
| Dividend Payout Ratio | 0.167 | ▼-0.002 | ▼-0.014 |
| Enterprise Value Multiple | 8.378 | ▼-2.200 | ▼-0.854 |
Key metrics
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Market cap | $46.48B | $53.78B | $40.15B | $34.66B | $36.19B | |
| Enterprise value | $42.24B | $50.73B | $38.34B | $32.94B | $34.14B | |
| EV / Sales | 2.23x | 2.82x | 2.38x | 2.30x | 2.52x | |
| EV / Op. cash flow | 5.08x | 7.69x | 8.18x | 7.47x | 10.27x | |
| EV / Free cash flow | 5.18x | 7.90x | 8.52x | 7.80x | 10.65x | |
| EV / EBITDA | 8.38x | 10.58x | 10.19x | 7.63x | 9.38x | |
| Net debt / EBITDA | -0.84x | -0.64x | -0.48x | -0.40x | -0.56x | |
| Current ratio | 25.84x | 22.08x | 22.13x | 16.97x | 20.36x | |
| Income quality | 2.34x | 1.94x | 1.83x | 1.72x | 1.21x | |
| Graham number | $242 | $198 | $156 | $147 | $160 | |
| Graham net-net | -$1K | -$1K | -$946 | -$857 | -$988 | |
| Tax burden | 79.1% | 79.7% | 79.0% | 80.1% | 82.4% | |
| Interest burden | 93.3% | 92.8% | 90.9% | 95.2% | 94.6% | |
| Working capital | $79.03B | $71.77B | $70.88B | $59.78B | $52.79B | |
| Invested capital | $79.03B | $74.34B | $70.88B | $59.78B | $52.79B | |
| Return on assets | 1.9% | 1.9% | 1.5% | 2.0% | 1.6% | |
| Operating ROA | 2.6% | 2.6% | 2.1% | 2.5% | 2.1% | |
| Return on tangible assets | 1.9% | 1.9% | 1.5% | 2.0% | 1.6% | |
| Return on equity | 54.4% | 65.1% | 54.0% | 82.8% | 46.5% | |
| Return on invested capital | 2.0% | 2.1% | 1.6% | 2.1% | 1.7% | |
| Return on capital employed | 2.6% | 2.6% | 2.1% | 2.7% | 2.1% | |
| Earnings yield | 7.7% | 6.3% | 6.4% | 9.1% | 7.6% | |
| Free cash flow yield | 17.6% | 11.9% | 11.2% | 12.2% | 8.9% | |
| Capex / Op. cash flow | 1.9% | 2.7% | 3.9% | 4.1% | 3.6% | |
| Capex / Depreciation | 76.4% | 88.9% | 90.6% | 97.3% | 122.4% | |
| Capex / Sales | 0.9% | 1.0% | 1.1% | 1.3% | 0.9% | |
| SG&A / Sales | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | |
| R&D / Sales | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | |
| Stock comp / Sales | 1.1% | 1.1% | 1.5% | 1.2% | 1.1% | |
| Intangibles / Total assets | 0.0% | 1.4% | 0.0% | 0.0% | 0.0% | |
| Days sales outstanding | 337d | 294d | 342d | 398d | 437d | |
| Days payables outstanding | 116d | 112d | 122d | 123d | 162d | |
| Operating cycle | 337d | 294d | 342d | 398d | 437d | |
| Cash conversion cycle | 221d | 183d | 220d | 275d | 276d |
Change by theme
Grouped by what each metric measures. Each figure is the change over the period shown — ▲ up ▼ down versus then.
Change over 1 year
Change over 5 years
Employee count
Peer market caps
Recent news
- 2026-10-19 Ameriprise Has an Advisor Problem. It Could Get Worse. Advisor departures could soon become a “structural” issue for Ameriprise, analysts warned.
- 2026-10-19 Here Are Monday’s Top Wall Street Analyst Research Calls: Ameriprise Financial, Boyd Gaming, CoreWeave, Datadog, Intel, JetBlue Airways, PayPal Holdings, Pinterest, Whirlpool, and More Wall Street analysts delivered a dramatic split verdict Monday, slashing targets on financial and consumer names while placing bold bullish bets on AI infrastructure and cloud players. Find out which stocks got the biggest upgrades and which faced brutal double downgrades.
- 2026-10-19 This Ameriprise Financial Analyst Turns Bearish; Here Are Top 5 Downgrades For Monday Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.
- 2026-10-19 Ameriprise Financial, Inc. $AMP Shares Bought by IFP Advisors Inc IFP Advisors Inc raised its position in shares of Ameriprise Financial, Inc. (NYSE: AMP) by 1,018.7% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 13,726 shares of the financial services provider''s stock after buying an additional 12,499 shares during the quarter.
- 2026-10-18 Aull & Monroe Investment Management Corp Acquires New Position in Ameriprise Financial, Inc. $AMP Aull and Monroe Investment Management Corp bought a new position in Ameriprise Financial, Inc. (NYSE: AMP) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 15,477 shares of the financial services provider''s stock, valued at approximately
- 2026-10-18 185,329 Shares in Ameriprise Financial, Inc. $AMP Bought by 1834 Investment Advisors Co. 1834 Investment Advisors Co. purchased a new position in shares of Ameriprise Financial, Inc. (NYSE: AMP) in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 185,329 shares of the financial services provider''s stock, valued at approximately $91,247,000. Ameriprise Financial makes up 8.6% of
- 2026-10-17 Baugh & Associates LLC Purchases 118,786 Shares of Ameriprise Financial, Inc. $AMP Baugh and Associates LLC purchased a new position in shares of Ameriprise Financial, Inc. (NYSE: AMP) in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 118,786 shares of the financial services provider''s stock, valued at approximately $58,484,000. Ameriprise Financial makes up about 20.0%
- 2026-10-17 ARS Wealth Advisors Group LLC Buys 12,412 Shares of Ameriprise Financial, Inc. $AMP ARS Wealth Advisors Group LLC purchased a new position in Ameriprise Financial, Inc. (NYSE: AMP) during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 12,412 shares of the financial services provider''s stock, valued at approximately $6,111,000. Other hedge funds have
- 2026-10-16 Cohen Klingenstein LLC Sells 1,269 Shares of Ameriprise Financial, Inc. $AMP Cohen Klingenstein LLC cut its holdings in Ameriprise Financial, Inc. (NYSE: AMP) by 3.4% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 35,824 shares of the financial services provider''s stock after selling 1,269 shares during the quarter. Ameriprise Financial
- 2026-10-15 Ameriprise Financial Welcomes Three Financial Advisor Teams with Nearly $1.2 Billion in Assets from RBC Capital Markets MINNEAPOLIS--(BUSINESS WIRE)--Ameriprise Financial, Inc. (NYSE: AMP) today announced that three established financial advisor teams managing nearly $1.2 billion in combined client assets have recently joined its branch channel from RBC Capital Markets, LLC. The teams include The GEN Group in Vienna, Va., Vantage Axia Wealth in Denver, Colo., and Chad Lewis in West Des Moines, Iowa. The GEN Group joins for industry-leading technology and breadth of capabilities The GEN Group, led by private weal.