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Posted by Defense World Staff on Jul 25th, 2026

Aristotle Capital Management LLC lessened its position in Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 4.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 2,211,677 shares of the financial services provider’s stock after selling 100,253 shares during the quarter. Ameriprise Financial makes up 2.1% of Aristotle Capital Management LLC’s investment portfolio, making the stock its 12th largest holding. Aristotle Capital Management LLC owned approximately 2.46% of Ameriprise Financial worth $982,906,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of the company. Healthcare of Ontario Pension Plan Trust Fund raised its holdings in Ameriprise Financial by 191.2% during the first quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 280,033 shares of the financial services provider’s stock worth $124,447,000 after purchasing an additional 183,856 shares in the last quarter. Renaissance Technologies LLC lifted its stake in shares of Ameriprise Financial by 88.3% during the 1st quarter. Renaissance Technologies LLC now owns 145,000 shares of the financial services provider’s stock worth $64,438,000 after purchasing an additional 68,000 shares during the period. Gabelli Funds LLC boosted its holdings in shares of Ameriprise Financial by 2.1% in the 1st quarter. Gabelli Funds LLC now owns 5,353 shares of the financial services provider’s stock valued at $2,379,000 after purchasing an additional 111 shares during the last quarter. Modern Wealth Management LLC grew its position in Ameriprise Financial by 6.3% during the first quarter. Modern Wealth Management LLC now owns 1,596 shares of the financial services provider’s stock valued at $697,000 after acquiring an additional 94 shares during the period. Finally, Arrowstreet Capital Limited Partnership acquired a new stake in Ameriprise Financial in the 1st quarter valued at $10,728,000. 83.95% of the stock is owned by hedge funds and other institutional investors.

Ameriprise Financial Stock Up 1.7% Shares of Ameriprise Financial stock opened at $528.79 on Friday. The stock has a market cap of $47.54 billion, a PE ratio of 12.75, a price-to-earnings-growth ratio of 0.93 and a beta of 1.16. The business has a fifty day simple moving average of $476.19 and a 200 day simple moving average of $475.03. The company has a quick ratio of 0.66, a current ratio of 0.71 and a debt-to-equity ratio of 0.99. Ameriprise Financial, Inc. has a 12 month low of $422.37 and a 12 month high of $550.18.

Ameriprise Financial (NYSE:AMP – Get Free Report) last released its quarterly earnings data on Thursday, July 23rd. The financial services provider reported $11.07 EPS for the quarter, beating analysts’ consensus estimates of $10.81 by $0.26. Ameriprise Financial had a net margin of 20.24% and a return on equity of 64.19%. The business had revenue of $4.90 billion during the quarter, compared to analysts’ expectations of $4.87 billion. During the same quarter in the prior year, the company earned $9.11 EPS. The firm’s quarterly revenue was up 11.6% on a year-over-year basis. Research analysts predict that Ameriprise Financial, Inc. will post 43.74 EPS for the current year.

Ameriprise Financial Dividend Announcement The firm also recently disclosed a quarterly dividend, which will be paid on Friday, August 21st. Investors of record on Monday, August 3rd will be given a dividend of $1.70 per share. This represents a $6.80 annualized dividend and a dividend yield of 1.3%. The ex-dividend date is Monday, August 3rd. Ameriprise Financial’s dividend payout ratio is currently 16.91%.

Insider Activity at Ameriprise Financial In other news, EVP Gerard P. Smyth sold 6,255 shares of the stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $472.52, for a total value of $2,955,612.60. Following the completion of the sale, the executive vice president directly owned 6,103 shares of the company’s stock, valued at $2,883,789.56. This represents a 50.61% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Robert Francis Sharpe, Jr. sold 1,200 shares of the company’s stock in a transaction on Friday, May 8th. The shares were sold at an average price of $465.83, for a total value of $558,996.00. Following the completion of the transaction, the director owned 6,300 shares of the company’s stock, valued at $2,934,729. This trade represents a 16.00% decrease in their position. The SEC filing for this sale provides additional information. 0.60% of the stock is owned by corporate insiders.

Key Headlines Impacting Ameriprise Financial Here are the key news stories impacting Ameriprise Financial this week:

Positive Sentiment: Ameriprise beat Q2 estimates, reporting EPS of $11.07 versus expectations of $10.81 and revenue of $4.90 billion versus $4.87 billion expected, with revenue up 11.6% year over year. Stronger fee income and record AUM/AUA levels suggest healthy operating momentum. Ameriprise Financial Announces Second Quarter 2026 Results Positive Sentiment: Management highlighted growth and return on equity on the earnings call, reinforcing the view that the company is executing well despite a higher expense environment. Ameriprise Earnings Call Highlights ROE and Growth Positive Sentiment: Keefe, Bruyette & Woods raised its price target on AMP to $545 from $515, signaling improved valuation support even though the firm kept a market perform rating. Benzinga report on price target increase Neutral Sentiment: The board declared a quarterly dividend of $1.70 per share, payable August 21 to shareholders of record on August 3. This supports the stock’s income profile, but the announcement was largely expected. Ameriprise Financial Declares Regular Quarterly Dividend Neutral Sentiment: Reuters noted that second-quarter profit rose on higher fee income, helped by a market rally that lifted the value of fee-generating assets. Ameriprise Financial quarterly profit rises on higher fee income Wall Street Analysts Forecast Growth AMP has been the topic of a number of analyst reports. Keefe, Bruyette & Woods lifted their target price on Ameriprise Financial from $515.00 to $545.00 and gave the stock a “market perform” rating in a research report on Friday. BMO Capital Markets increased their price target on Ameriprise Financial from $470.00 to $490.00 and gave the stock a “market perform” rating in a research report on Friday, April 24th. Morgan Stanley lifted their price target on Ameriprise Financial from $467.00 to $489.00 and gave the company an “underweight” rating in a report on Friday, July 10th. Piper Sandler upped their price objective on shares of Ameriprise Financial from $471.00 to $518.00 and gave the stock a “neutral” rating in a report on Monday, July 13th. Finally, Jefferies Financial Group boosted their target price on Ameriprise Financial from $636.00 to $645.00 and gave the stock a “buy” rating in a report on Friday, July 10th. One equities research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Ameriprise Financial presently has an average rating of “Moderate Buy” and an average target price of $555.33.

View Our Latest Stock Report on AMP

About Ameriprise Financial (Free Report)

Ameriprise Financial, Inc is a diversified financial services company headquartered in Minneapolis, Minnesota. The firm provides a range of advice-based wealth management, asset management and insurance products to individual and institutional clients. Its business model centers on delivering financial planning and investment advice through a network of financial advisors alongside proprietary product offerings designed to meet retirement, protection and accumulation needs.

Core products and services include comprehensive financial planning and advisory services, managed investment portfolios, retirement planning solutions, annuities and life insurance products.

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Ameriprise Financial Services (AMP - Free Report) came out with quarterly earnings of $11.07 per share, beating the Zacks Consensus Estimate of $10.72 per share. This compares to earnings of $9.11 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +3.27%. A quarter ago, it was expected that this financial services company would post earnings of $10.2 per share when it actually produced earnings of $11.26, delivering a surprise of +10.39%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

Ameriprise, which belongs to the Zacks Financial - Investment Management industry, posted revenues of $4.9 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 2.30%. This compares to year-ago revenues of $4.34 billion. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Ameriprise shares have added about 7.4% since the beginning of the year versus the S&P 500's gain of 9.6%.

What's Next for Ameriprise?While Ameriprise has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Ameriprise was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $11.21 on $4.93 billion in revenues for the coming quarter and $43.74 on $19.65 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Financial - Investment Management is currently in the top 31% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Silvercrest (SAMG - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026.

This investment company is expected to post quarterly earnings of $0.13 per share in its upcoming report, which represents a year-over-year change of -48%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Silvercrest's revenues are expected to be $30.9 million, up 0.8% from the year-ago quarter.

The upcoming report from Ameriprise Financial Services (AMP - Free Report) is expected to reveal quarterly earnings of $10.72 per share, indicating an increase of 17.7% compared to the year-ago period. Analysts forecast revenues of $4.79 billion, representing an increase of 10.5% year over year.

Over the last 30 days, there has been an upward revision of 2.9% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.

Before a company announces its earnings, it is essential to take into account any changes made to earnings estimates. This is a valuable factor in predicting the potential reactions of investors toward the stock. Empirical research has consistently shown a strong correlation between trends in earnings estimate revisions and the short-term price performance of a stock.

While investors usually depend on consensus earnings and revenue estimates to assess the business performance for the quarter, delving into analysts' forecasts for certain key metrics often provides a more comprehensive understanding.

Bearing this in mind, let's now explore the average estimates of specific Ameriprise metrics that are commonly monitored and projected by Wall Street analysts.

According to the collective judgment of analysts, 'Revenues- Management and financial advice fees' should come in at $2.98 billion. The estimate points to a change of +14.6% from the year-ago quarter.

The average prediction of analysts places 'Revenues- Distribution fees' at $579.01 million. The estimate points to a change of +15.3% from the year-ago quarter.

Analysts forecast 'Revenues- Net investment income' to reach $819.41 million. The estimate indicates a year-over-year change of -8%.

Analysts' assessment points toward 'Revenues- Premiums, policy and contract charges' reaching $367.66 million. The estimate indicates a change of +1.9% from the prior-year quarter.

The consensus among analysts is that 'Revenues- Other revenues' will reach $148.75 million. The estimate indicates a change of +9.4% from the prior-year quarter.

The consensus estimate for 'Revenues- Asset Management- Other revenues' stands at $5.40 million. The estimate indicates a change of +35% from the prior-year quarter.

It is projected by analysts that the 'Total Assets Under Administration' will reach $365.77 million. Compared to the current estimate, the company reported $331.05 million in the same quarter of the previous year.

Analysts expect 'Total Assets Under Management - Asset Management AUM' to come in at $690.55 million. Compared to the current estimate, the company reported $654.22 million in the same quarter of the previous year.

Analysts predict that the 'Total Assets Under Management, Administration and Advisement' will reach $1.72 billion. Compared to the present estimate, the company reported $1.58 billion in the same quarter last year.

The combined assessment of analysts suggests that 'Total Assets Under Management' will likely reach $1.35 billion. Compared to the current estimate, the company reported $1.22 billion in the same quarter of the previous year.

Based on the collective assessment of analysts, 'Advice & Wealth Management - Total wrap ending assets' should arrive at $707.63 billion. The estimate is in contrast to the year-ago figure of $615.19 billion.

The collective assessment of analysts points to an estimated 'Total Assets Under Management - Advice & Wealth Management AUM' of $721.36 million. The estimate is in contrast to the year-ago figure of $611.33 million.

View all Key Company Metrics for Ameriprise here>>>

Shares of Ameriprise have demonstrated returns of +12.9% over the past month compared to the Zacks S&P 500 composite's +0.6% change. With a Zacks Rank #3 (Hold), AMP is expected to mirror the overall market performance in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .