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AMP · Ameriprise Financial Inc

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$559.77 -2.36 (-0.42%)
Market Cap
$49.65B
Shares
88.33M

Price & Indicators

Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$562.12 Open$566.25 Day$560.01–568.70 52W close$430.40–570.68 Avg vol 30d529K Short int2.9M · 3.3% float · 4.9d Short vol59% Last earningsJul 23, 2026 DataJan 2020–Aug 2026 Filing10-Q · Aug 4

Up next

Next earnings call
Oct 22, 2026 Est · unconfirmed · in 9 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
Latest filing: 10-Q
filed Aug 4, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Buy
      SellHoldBuy
      Technical Buy Momentum Very Strong Sentiment Neutral Fundamentals Excellent Quant / Vol Low
      Market backdrop VIX 15.8 · calm Equity put/call 0.64
      Technical
      price trend
      Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +17%
      above
      Price vs 50-day avg +10%
      above
      RSI (14) 65
      neutral
      MACD trend Negative
      52-week position 94%
      near high
      Volume (OBV) Confirms
      volume backs price
      Momentum
      relative strength
      Very Strong
      1-month return +6%
      trailing
      6-month return +18%
      trailing
      YTD return +15%
      this year
      Relative strength +7%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $510 › 200d $481 — 50d above 200d
      Institutional flow Distributing
      -1% holders QoQ · +110 funds added
      Insider flow Distributing
      Net -$26.1M over 90 days · 100% sells
      Short interest Falling
      3.26% of float · ▼ -12.0% MoM · 4.9 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      1,374 holders — mid 3-yr range
      Squeeze score 61
      elevated · 0–100
      Fundamentals
      Excellent
      Revenue growth +5%
      Y/Y
      EPS growth +10%
      Y/Y
      Valuation P/E 13.6
      below peers
      Buyback $1.1B
      remaining
      Balance sheet $1.2B
      net debt
      Quant / Vol
      risk profile
      Low
      Volatility 25%
      annualized · 1-yr
      Max drawdown −21%
      past year
      ATR 1.9%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Latest guidance · from the 8-K filed Jul 23, 2026
      Operating effective tax rate · full year 2026 Non-GAAP 20% – 22%
      Prior guidance period ended · from the Earnings Call filed Jun 30, 2024
      Return of operating earnings to shareholders · 2024 80%

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Buy
      1 · 3 · 3
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +17% Bullish
      Price vs 50-day avg
      +10% Bullish
      RSI (14)
      65 Neutral
      MACD trend
      Negative Bearish
      52-week position
      94% Bullish
      Volume (OBV)
      Confirms Neutral
      Market signals — smart money & positioning
      Bearish · 2 of 6
      Trend (MA cross) No cross
      50d $510 › 200d $481 — 50d above 200d
      Institutional flow Distributing
      -1% holders QoQ · +110 funds added
      Insider flow Distributing
      Net -$26.1M over 90 days · 100% sells
      Short interest Falling
      3.26% of float · ▼ -12.0% MoM · 4.9 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      1,374 holders — mid 3-yr range
      Price context
      position in its 52-week range
      Range low $430 Now $562 · 94% Range high $571
      vs 200-day avg +17% vs 50-day avg +10%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from written earnings releases and filings
      Metric Latest Period YoY
      Adjusted operating net revenues non-GAAP $4.9B Q2 2026 —
      Advice & Wealth Management AUM $727.68B 2 Qtr 2026 —
      Advisory wrap account assets ending balance $725.49B 2 Qtr 2026 —
      Asset Management AUM $714.81B 2 Qtr 2026 —
      Assets Under Administration $374.62B 2 Qtr 2026 —
      Assets Under Advisement (net of eliminations) $41.99B 2 Qtr 2026 —
      Assets Under Management $1.4T 2 Qtr 2026 —
      Assets under management, administration and advisement 1.8T Q2 2026 —
      Average advisory wrap account assets $694.04B 2 Qtr 2026 —
      AWM Total Client Assets $1.25T 2 Qtr 2026 —
      Capital returned to shareholders $932M Q2 2026 —
      Corporate AUM $1.19B 2 Qtr 2026 —
      Dividends paid $158M 2 Qtr 2026 —
      Experienced advisors added 79 Q2 2026 —
      Life Insurance In Force $196.77B 2 Qtr 2026 —
      Long Term Care Policyholder Reserves, net of reinsurance non-GAAP $2.58B 2 Qtr 2026 —
      Net Amount at Risk (Life) $36.45B 2 Qtr 2026 —
      Net pretax adjusted operating margin non-GAAP 42.7% Q2 2026 —
      On-balance sheet - bank $23.94B 2 Qtr 2026 —
      Operating effective tax rate non-GAAP 22.9% Q2 2026 —
      Pretax adjusted operating earnings non-GAAP $939M 2 Qtr 2026 —
      Return on equity non-GAAP 55% Q2 2026 —
      Return on Equity, ex AOCI 53% Q2 2026 —
      Total Assets Under Advisement $44.59B 2 Qtr 2026 —
      Total Assets Under Management, Administration and Advisement $1.81T 2 Qtr 2026 —
      Total AUM and AUA Flows -$6.47B 2 Qtr 2026 —
      Total AUM net flows -$6.49B 2 Qtr 2026 —
      Total basic common shares outstanding 90.8M 2 Qtr 2026 —
      Total Capital Returned to Shareholders $932M 2 Qtr 2026 —
      Total Client Flows $3.05B 2 Qtr 2026 —
      Total common shares outstanding 88.4M 2 Qtr 2026 —
      Total diluted shares 91.9M 2 Qtr 2026 —
      Total managed assets $714.81B 2 Qtr 2026 —
      Total net policyholder reserves $19.49B 2 Qtr 2026 —
      Total wrap ending assets $731.5B 2 Qtr 2026 —
      Bank assets non-GAAP 25.5B Q1 2026 —
      Experienced advisor recruiting non-GAAP 61 Q1 2026 —
      Total Net AUM and AUA flows $1.9B Q4 2025 —

      Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

      Versus peers

      Asset Management — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      AMP
      Ameriprise Financial Inc
      this stock
      		$49.65B +14.6% +5.5% 13.6 3.3%
      BLK
      BlackRock, Inc.
      		 $375.11B +7.8% +16.2% 27.7 0.7%
      BX
      Blackstone Inc.
      		 $105.53B -8.8% +9.2% 31.5 3.5%
      KKR
      KKR & Co. Inc.
      		 $97.69B -15.9% -11.0% — 1.6%
      BN
      BROOKFIELD Corp /ON/
      		 $94.05B -8.2% — — 0.9%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Reducing
      Holders
      1,374
      % held
      88.6%
      Net QoQ
      -404.8K sh
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      951
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      2.9M
      Days to cover
      4.9d
      Change
      -393.9K sh
      View
      Short Volume
      Short vol %
      59%
      As of
      Aug 19, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      47
      Value
      $24.4K
      As of
      Jul 14, 2026
      View
      Off-Exchange
      Off-exchange %
      34.9%
      Week of
      Jul 13, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net selling
      Net (90d)
      -$26.1M
      Buyers / Sellers
      0 / 5
      Buyers Sellers
      View
      Congressional Trades Sell
      Member
      Richard W. Allen
      Amount
      $50.0K–$100.0K
      Traded
      Apr 15, 2026
      View
      Financials
      Financials
      Revenue (FY)
      $18.9B
      Net income (FY)
      $3.6B
      EPS diluted
      $36.28
      View
      Buybacks
      Authorized
      $4.5B
      Remaining
      $1.1B
      Spent Remaining
      View
      Filings
      SEC Filings
      Latest
      10-Q
      Filed
      Aug 4, 2026
      This year
      12
      View
      Proposed Sales
      Value
      $263.8K
      Shares
      472
      Filed
      Aug 10, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      Jul 23, 2026
      View
      Investor Relations
      Latest news
      Experienced Advisory Team With $1…
      Published
      Aug 17, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      AMP -0.2% +6.4% +17.5% +3.0% +14.6%
      SPY -0.4% +2.6% +10.7% +2.7% +12.5%
      vs SPY +0.3% +3.8% +6.8% +0.3% +2.1%

      Capital returns

      Latest dividend
      $1.70 / share · ex Aug 3, 2026
      Raised 6.3%
      Paid (TTM)
      $6.60 / share · 4 payouts
      Dividend yield (TTM, derived)
      1.17%
      Buyback program · as of Jun 30, 2026
      Authorized
      $4.50B
      Spent (derived)
      $3.40B
      Remaining
      $1.10B
      Spent Remaining

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 820027 CUSIP 03076C106 13F (30d) 1221 filings 1174 filers Visit website Investor relations

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