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AMP

Ameriprise Financial Inc
$489.16 +9.48 (+1.98%) At close · Jul 2
Market Cap
$43.97B
Shares
89,897,084

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$489.16 Open$484.70 Day$481.50–492.46 52W$422.37–548.56 Avg vol 30d655K Short int4.0M · 4.4% float · 7.0d Short vol44% Last earningsApr 23, 2026 DataJan 2020–Jul 2026 Filing10-Q · May 7
Equibles Rating blended score · not investment advice
Overall
Buy
Technical · trend & momentum Buy
50 / 200-day cross no cross
+ Price vs 200-day avg +3% above
+ Price vs 50-day avg +6% above
RSI (14) 66 · neutral
+ MACD trend positive
52-week position 53% · mid-range
Sentiment · smart money Bearish
Trend (MA cross) 50d $462 › 200d $473 — 200d above 50d
Institutional flow 12 of 1,381 funds reported for Jun 30 · net -606 sh shares · +1 new
Insider flow Net -$3.5M over 90 days · 100% sells
+ Short interest 4.44% of float · ▼ -3.0% MoM · 7.0 days cover
Volume signal Volume near normal
Institution breadth 1,381 holders — mid 3-yr range
Fundamentals Excellent
Revenue growth +5% Y/Y
+ EPS growth +10% Y/Y
+ Valuation P/E 12.2 · below peers
+ Buyback $1.8B remaining
+ Balance sheet net cash $450.0M

Blended from price, positioning & fundamentals · daily-close · not investment advice.

Up next
Next earnings call
Jul 23, 2026 Est · unconfirmed · in 3 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed May 7, 2026
AI Brief

TL;DR.

Bullish
    Bearish

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

      Technicals

      trend & momentum for long-term holders Buy
      0 · 3 · 3
      50 / 200-day cross
      no cross Neutral
      Price vs 200-day avg
      +3% above Bullish
      Price vs 50-day avg
      +6% above Bullish
      RSI (14)
      66 · neutral Neutral
      MACD trend
      positive Bullish
      52-week position
      53% · mid-range Neutral
      Market signals — smart money & positioning
      Bearish · 2 of 6
      Trend (MA cross) No cross
      50d $462 › 200d $473 — 200d above 50d
      Institutional flow Distributing
      12 of 1,381 funds reported for Jun 30 · net -606 sh shares · +1 new
      Insider flow Distributing
      Net -$3.5M over 90 days · 100% sells
      Short interest Falling
      4.44% of float · ▼ -3.0% MoM · 7.0 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      1,381 holders — mid 3-yr range
      Price context
      position in its 52-week range
      52-wk low $422 Now $489 · 53% 52-wk high $549
      vs 200-day avg +3% vs 50-day avg +6%

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

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      Assets under management, administration and advisement 1.7 Q1 2026
      Experienced advisor recruiting 91 Q4 2025
      Return of capital to shareholders non-GAAP $3.4B FY 2025

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      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
      $43.97B +0.1% +5.5% 12.2 4.4%
      BLK
      BlackRock, Inc.
      $162.29B -6.5% +16.2% 26.3 1.3%
      BX
      Blackstone Inc.
      $150.21B -19.4% +9.2% 51.9 2.7%
      BN
      BROOKFIELD Corp /ON/
      $97.01B -5.2% 0.6%
      KKR
      KKR & Co. Inc.
      $87.50B -26.3% -11.0% 1.7%

      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
      1,381
      % held
      81.6%
      Reported
      12 of 1,381
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      898
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      4.0M
      Days to cover
      7.0d
      Change
      -123.1K sh
      View
      Short Volume
      Short vol %
      44%
      As of
      Jul 2, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      2.1K
      Value
      $944.9K
      As of
      Jun 12, 2026
      View
      Off-Exchange
      Off-exchange %
      45.3%
      Week of
      Jun 8, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net selling
      Net (90d)
      -$3.5M
      Buyers / Sellers
      0 / 2
      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
      $1.8B
      Spent Remaining
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Jun 9, 2026
      This year
      10
      View
      Proposed Sales
      Value
      $3.0M
      Shares
      6.3K
      Filed
      May 14, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      Apr 23, 2026
      View
      Investor Relations
      Latest news
      643 Ameriprise Financial Advisors…
      Published
      Jul 1, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      AMP +7.9% +10.9% -2.6% +6.6% +0.1%
      SPY +1.4% -1.3% +8.0% -0.3% +9.2%
      vs SPY +6.5% +12.2% -10.6% +6.9% -9.2%

      Capital returns

      Latest dividend
      $1.70 / share · ex May 4, 2026
      Raised 6.3%
      Paid (TTM)
      $6.50 / share · 4 payouts
      Dividend yield (TTM, derived)
      1.33%
      Buyback program · as of Mar 31, 2026
      Authorized
      $4.50B
      Spent (derived)
      $2.70B
      Remaining
      $1.80B
      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) 50 filings 16 filers Visit website Investor relations