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Aurora Investment Counsel bought a new position in Ameriprise Financial, Inc. (NYSE:AMP – Free Report) during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 5,672 shares of the financial services provider’s stock, valued at approximately $2,602,000. Ameriprise Financial comprises approximately 1.3% of Aurora Investment Counsel’s portfolio, making the stock its 13th biggest holding.

Several other institutional investors and hedge funds have also recently modified their holdings of the business. SouthState Bank Corp grew its stake in Ameriprise Financial by 78.6% in the 4th quarter. SouthState Bank Corp now owns 50 shares of the financial services provider’s stock worth $25,000 after buying an additional 22 shares in the last quarter. Cassaday & Co Wealth Management LLC purchased a new stake in shares of Ameriprise Financial during the 1st quarter valued at $28,000. University of Texas Texas AM Investment Management Co. bought a new stake in shares of Ameriprise Financial during the 2nd quarter worth $28,000. Ares Financial Consulting LLC bought a new stake in shares of Ameriprise Financial during the 4th quarter worth $32,000. Finally, Prosperity Bancshares Inc purchased a new position in Ameriprise Financial in the fourth quarter worth $33,000. Hedge funds and other institutional investors own 83.95% of the company’s stock.

Ameriprise Financial Stock Down 0.3% Shares of NYSE AMP opened at $560.71 on Thursday. The firm’s fifty day moving average is $513.75 and its 200 day moving average is $481.33. Ameriprise Financial, Inc. has a 52 week low of $422.37 and a 52 week high of $572.56. The company has a quick ratio of 0.71, a current ratio of 0.71 and a debt-to-equity ratio of 0.99. The company has a market cap of $50.41 billion, a price-to-earnings ratio of 13.52, a PEG ratio of 0.76 and a beta of 1.14.

Ameriprise Financial (NYSE:AMP – Get Free Report) last announced its quarterly earnings results on Thursday, July 23rd. The financial services provider reported $11.07 earnings per share for the quarter, beating the consensus estimate of $10.81 by $0.26. The business had revenue of $4.90 billion during the quarter, compared to analysts’ expectations of $4.87 billion. Ameriprise Financial had a net margin of 20.24% and a return on equity of 64.19%. The firm’s revenue for the quarter was up 11.6% compared to the same quarter last year. During the same quarter in the prior year, the company posted $9.11 EPS. On average, equities research analysts expect that Ameriprise Financial, Inc. will post 46.12 earnings per share for the current year. Ameriprise Financial Announces Dividend The company also recently announced a quarterly dividend, which will be paid on Friday, August 21st. Stockholders of record on Monday, August 3rd will be issued a dividend of $1.70 per share. This represents a $6.80 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date is Monday, August 3rd. Ameriprise Financial’s dividend payout ratio is currently 16.40%.

Analyst Upgrades and Downgrades Several equities analysts have recently commented on the company. BMO Capital Markets increased their price objective on Ameriprise Financial from $470.00 to $490.00 and gave the company a “market perform” rating in a research report on Friday, April 24th. Zacks Research upgraded Ameriprise Financial from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 27th. Jefferies Financial Group upped their target price on Ameriprise Financial from $636.00 to $645.00 and gave the stock a “buy” rating in a research note on Friday, July 10th. Piper Sandler increased their price target on shares of Ameriprise Financial from $471.00 to $518.00 and gave the company a “neutral” rating in a research report on Monday, July 13th. Finally, Keefe, Bruyette & Woods boosted their price objective on shares of Ameriprise Financial from $515.00 to $545.00 and gave the stock a “market perform” rating in a report on Friday, July 24th. Two investment analysts have rated the stock with a Strong Buy rating, four have issued a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Ameriprise Financial currently has an average rating of “Moderate Buy” and a consensus price target of $555.33.

Get Our Latest Stock Analysis on AMP

Insider Activity In other Ameriprise Financial news, CFO Walter Stanley Berman sold 11,012 shares of the company’s stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $548.95, for a total transaction of $6,045,037.40. Following the completion of the transaction, the chief financial officer owned 5,609 shares of the company’s stock, valued at $3,079,060.55. This represents a 66.25% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Deirdre Davey Mcgraw sold 2,400 shares of the stock in a transaction that occurred on Thursday, August 6th. The stock was sold at an average price of $558.28, for a total value of $1,339,872.00. Following the completion of the sale, the executive vice president owned 3,373 shares of the company’s stock, valued at approximately $1,883,078.44. This trade represents a 41.57% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 29,988 shares of company stock valued at $16,316,497. Company insiders own 0.60% of the company’s stock.

(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.

See Also Five stocks we like better than Ameriprise Financial Bloom Energy’s AI Surge Meets a Valuation Reality Check Target Is Winning Shoppers Back—Can the Rally Reach $180? IonQ’s Space Contract Points to a New Frontier for Quantum Investors Is Apple’s AI Strategy Smarter Than Skeptics Think? Want to see what other hedge funds are holding AMP? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Ameriprise Financial, Inc. (NYSE:AMP – Free Report).

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For Immediate ReleaseChicago, IL – August 6, 2026 – Today, Zacks Equity BlackRock (BLK - Free Report) , Ameriprise Financial (AMP - Free Report) and Invesco (IVZ - Free Report)

Industry: Investment Management

Link: https://www.zacks.com/commentary/2968477/3-investment-management-stocks-to-buy-from-a-flourishing-industry

The Zacks Investment Management industry is well-positioned for growth, supported by structural shifts in investor preferences, rapid technological advancements and expanding opportunities in alternative investments. Rising adoption of low-cost investment products, resilient retirement savings, AI-driven operational transformation, and increasing demand for private markets and digital assets are expected to drive higher assets under management (AUM), improve profitability and strengthen long-term growth prospects.

Against this backdrop, leading asset managers such as BlackRock, Ameriprise Financial and Invesco are well-placed to capitalize on these favorable industry trends through stronger client inflows, expanding fee-based revenues and enhanced operating efficiency.

About the IndustryThe Zacks Investment Management industry comprises companies that manage securities and funds for clients to meet specified investment goals. The companies earn by charging service fees or commissions. Investment managers, also called asset managers, manage hedge funds, mutual funds, private equity, venture capital and other financial investments for third parties. 

By appointing an investment manager for one’s assets, investors get more diversification options than if they manage their assets independently. Investment managers invest their clients’ assets in different asset classes, depending on their needs and risk-taking abilities. Hence, the diversification, which investors get by appointing asset managers to manage their assets helps reduce the impacts of volatility and ensures steady returns over time.

3 Themes Influencing the Investment Management IndustryNet Inflows Supported by ETFs & Retirement Assets to Drive AUM Growth: The ongoing migration from traditional mutual funds to exchange-traded funds (ETFs) continues to reshape the asset management industry, as investors increasingly favor these products for their lower costs, tax efficiency, liquidity and broader range of investment strategies, particularly actively managed ETFs.

Retirement savings represent another resilient driver of industry growth. Unlike market-sensitive investment flows, vehicles like individual retirement accounts (IRAs) and 401(k) plans receive recurring employee and employer contributions, providing investment managers with a consistent stream of long-term capital across market cycles. The continued expansion of managed advisory accounts and wealth management services further strengthens this recurring flow of assets into professionally managed investment products.

These structural inflows are expected to provide a solid foundation for AUM growth, while favorable market performance can offer an additional tailwind through asset appreciation. As client portfolios expand through both new investments and higher market valuations, asset managers stand to benefit from rising fee-based revenues, given that management fees are largely calculated as a percentage of AUM. Consequently, sustained ETF adoption, steady retirement contributions and continued growth in advisory assets are likely to support higher AUM over the near to medium term.

AI-Led Digital Transformation to Enhance Efficiency: Asset managers are increasingly integrating AI and machine learning into investment research, portfolio construction, risk management, and compliance functions to process vast amounts of structured and unstructured data in real time. These technologies enable faster investment decisions, improve risk identification and uncover investment opportunities that traditional analytical methods may overlook, helping firms deliver stronger investment outcomes and remain competitive in an increasingly data-driven market.

Beyond investment management, AI is streamlining middle- and back-office operations by automating repetitive and time-intensive tasks, reducing manual intervention, improving operational accuracy and lowering administrative costs. As operating expenses decline, investment managers are expected to benefit from improved operating leverage and stronger profitability, even amid fee compression across traditional asset management products.

Generative AI is also reshaping client engagement and wealth management. Firms are embedding AI-powered assistants and personalized advisory tools into digital platforms to provide customized investment insights, portfolio recommendations and faster client service. These capabilities will enhance the overall investor experience, strengthen client retention and support new asset gathering by enabling advisors to serve a larger client base more efficiently.

Growing Demand for Alternatives to Support Growth: Rising investor demand for alternative investments is expected to remain a key growth driver for the industry. As investors seek greater diversification, higher risk-adjusted returns and stable income streams, allocations to private credit, private equity, infrastructure, real estate and hedge funds continue to increase. This trend presents a significant opportunity for asset managers to expand AUM and diversify revenue sources, as alternative products typically command higher management and performance fees than traditional investment products.

An emerging opportunity lies in digital assets and tokenized investment products as well. Improving regulatory clarity and rising investor acceptance are encouraging asset managers to expand their digital asset offerings, while tokenized funds are gaining traction for their ability to enhance liquidity, improve operational efficiency and broaden investor access through fractional ownership. As investment managers continue to strengthen their alternatives and digital capabilities, they are likely to attract higher client inflows, grow fee-generating AUM and enhance long-term profitability.

Zacks Industry Rank Indicates Bright ProspectsThe Zacks Investment Management industry is a 36-stock group within the broader Zacks Finance sector. The industry currently carries a Zacks Industry Rank #58, which places it at the top 24% of more than 250 Zacks industries.

The group’s Zacks Industry Rank, which is the average of the Zacks Rank of all the member stocks, indicates outperformance in the near term. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than two to one.

The industry’s positioning in the top 50% of the Zacks-ranked industries is because of an improving earnings outlook for the constituent companies in aggregate. The aggregate earnings estimate revisions show that analysts are gradually gaining confidence in this group’s growth potential. Since May 2026-end, the industry’s most recent earnings estimates for the current year have been revised marginally higher.

Thus, we present a few stocks from the industry that you may want to invest in for long-term gains. But before that, let us check out the industry’s recent stock market performance and valuation picture.

Industry vs. Broader Sector

In the past two years, the Zacks Investment Management industry has underperformed the S&P 500 Index and its sector. Stocks in the industry have collectively gained 12%, while the S&P 500 composite has rallied 50.9% and the Zacks Finance Sector has appreciated 42.2%.

Industry's Current ValuationOne might get a good sense of the industry’s relative valuation by looking at its price-to-tangible book ratio (P/TB), which is commonly used for valuing investment management companies because of large variations in their earnings from one quarter to the next.

The industry currently has a trailing 12-month P/TB of 3.98X. This compares with the highest level of 7.45X, the lowest level of 2.75X and the median of 4.48 over the past five years. The industry is trading at a significant discount compared with the market at large, as the trailing 12-month P/TB for the S&P 500 composite is 9.54X.

As finance stocks typically have a low P/TB ratio, comparing investment managers with the S&P 500 may not make sense to many investors. However, the comparison of the group’s P/TB ratio with that of its broader sector seems more meaningful.

When we compare the group’s P/TB ratio with the broader Finance sector, it seems the group is trading at a decent discount. The Zacks Finance sector’s trailing 12-month P/TB of 6.00X for the same period is above the Zacks Investment Management industry’s ratio.

3 Investment Management Stocks to BuyBlackRock: The New York, NY-based Zacks Rank #1 (Strong Buy) company is the largest asset manager (by assets) in the United States. The company’s broad product diversification, its revenue mix and a steadily improving AUM balance have been aiding the top line. As of June 30, 2026, BlackRock’s total AUM was a record $15.34 trillion.

BLK has been enhancing its competitive position through disciplined acquisitions and strategic partnerships that expand its capabilities across private markets, technology and investment solutions. Acquisitions, including those of Global Infrastructure Partners, HPS Investment Partners, Preqin, ElmTree Funds and SpiderRock, have significantly strengthened the firm’s presence in alternative assets, private credit, infrastructure, data analytics and customized wealth solutions, while complementing its Aladdin technology ecosystem.

Backed by a robust balance sheet and strong cash generation, the company remains well-positioned to pursue additional value-accretive acquisitions, supporting sustainable long-term growth and shareholder value creation.

Over the last five years (2020-2025), the company’s AUM witnessed a compound annual growth rate (CAGR) of 10.1%, supported by market appreciation, client inflows and acquisitions. Over the same period, its revenues (on a GAAP basis) saw a CAGR of 8.4%. The uptrend in revenues and AUM continued in the first half of 2026. Given its efforts to strengthen iShares and ETF operations, along with the company’s increased focus on the active equity business, AUM growth is expected to continue.

In the past six months, shares of BlackRock have gained 7.1%. Over the past seven days, the Zacks Consensus Estimate for the company’s 2026 earnings has been unchanged at $55.63 per share.

Ameriprise: Headquartered in Minneapolis, AMP provides financial planning and related services through its Advice & Wealth Management, Asset Management, and Retirement & Protection Solutions segments. As of June 30, 2026, the company’s total assets under management, administration and advisement were a record $1.81 trillion.

Over the last five years (ending 2025), the company’s net revenues (GAAP basis) saw a CAGR of 9.2% and AUM/AUA witnessed a CAGR of 9%. The uptrend in AUM/AUA and revenues continued in the first half of 2026. AMP is expanding AI capabilities across advisor workflows to enhance productivity, deepen client engagement and deliver more personalized financial advice, reinforcing its competitive edge. These initiatives, coupled with strong advisor recruitment, record adviser productivity, continued AUM/AUA growth and rising adoption of fee-based solutions, are expected to keep supporting consistent revenue expansion.

Ameriprise has consistently optimized its business portfolio to sharpen focus on higher-growth, fee-based businesses and improve long-term profitability. The acquisition of BMO Financial Group’s EMEA asset management business strengthened its global asset management franchise and diversified its geographic footprint, while the divestiture of the Ameriprise Auto & Home business enabled the company to concentrate on its core wealth and asset management operations. At the same time, Ameriprise Bank has become an increasingly important growth engine.

Since Ameriprise’s operations are majorly dependent on the performance of the equity markets and client activities, it benefited significantly during 2020 and the first couple of months of 2021 because of the coronavirus outbreak-induced market volatility. While markets began to normalize in second-quarter 2021, volatility increased again from 2022 due to several geopolitical and macroeconomic concerns. Although volatility is likely to persist for some time in the near term, aiding the company’s top-line growth, any significant change in client activity toward the negative side might hurt Ameriprise’s financials.

In the past six months, AMP shares have gained 2%. Over the past seven days, the Zacks Consensus Estimate for the company’s 2026 earnings has been revised marginally higher to $46.12. The company currently flaunts a Zacks Rank #1.

Invesco: Headquartered in Atlanta, IVZ operates as an independent investment manager and offers a wide range of investment products and services. As of June 30, 2026, it had AUM worth $2.47 trillion. While the company’s total AUM balance declined in 2022, the metric witnessed a CAGR of 10% in the last five years (ending 2025). The uptrend continued in the first half of 2026.

IVZ has been taking steps to constantly accelerate AUM growth. It continues to position QQQ around total cost of ownership, liquidity, scale and an entrenched shareholder base, with no immediate plans for fee reductions. These attributes help Invesco capture more economics from a large global franchise while extending the brand outside the United States. Also, Invesco's product pipeline remains active, with more than 50 new products launched year to date, including active ETFs, while partnerships with Barings and LGT Capital are aimed at expanding private wealth and defined contribution opportunities.

Invesco has been undertaking initiatives to improve operating efficiency. The company completed the sale of its Canadian fund management business in June, and formed a long-term subadvisory partnership. It also shifted its India partnership to a minority stake and subadvisor role, reducing operating expenses while retaining strategic exposure. These actions are occurring alongside the hybrid investment platform rollout, which remains on track for completion by the end of 2026.

Apart from a strong presence in the United States, Invesco maintains a solid foothold across the Asia Pacific and EMEA. As of June 30, 2026, Asia Pacific represented 15% of total AUM and EMEA represented 16%. The company generated net long-term inflows of $21.4 billion in Asia Pacific and $13.7 billion in EMEA in the first six months of 2026. 

The China JV also reached record AUM of $163.2 billion and generated $19.2 billion in total net inflows. The acquisition of Europe-based Source, a leading, independent specialist provider of ETFs, continues to drive the company’s global presence. This geographic diversification gives Invesco multiple sources of demand as clients rebalance portfolios across regions, asset classes and channels.

In the past six months, IVZ shares have gained 19.3%. In the past seven days, the Zacks Consensus Estimate for the company’s 2026 earnings has been revised 1.1% higher to $2.81. Currently, Invesco sports a Zacks Rank #1. You can see the complete list of today’s Zacks #1 Rank stocks here.

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James M. Cracchiolo, the chairman and CEO of Ameriprise Financial, Inc. (AMP +0.77%), disposed of 52,932 shares at $545.69 per share on July 28, 2026, according to a recent SEC Form 4 filing.

Transaction summaryMetricValueTransaction value$28.9 millionShares sold (directly held)52,932Post-transaction shares (directly held)107,633Post-transaction shares (indirectly held)1,738Post-transaction value$59.78 millionTransaction value based on SEC Form 4 weighted average sale price ($545.69); post-transaction value based on July 28, 2026 market close ($546.62).

Key questionsWhat were the mechanics of this disposition?
The transaction was initiated by the exercise of 52,932 stock options at a strike price of $165.41. To cover the resulting tax liabilities, James M. Cracchiolo had 34,912 shares withheld by the company, while the remaining 18,020 shares were sold in the open market at weighted average prices ranging from $545.00 to $546.67.How are the CEO's remaining shares distributed?
After the reported activity, the CEO holds 107,633 shares directly. The executive also maintains indirect ownership of 1,738 shares held through the Ameriprise Financial Stock Fund within the firm's 401(k) plan.What is the current valuation context for Ameriprise Financial?
The transaction was executed at $545.69 per share, slightly below the trade-date market close of $546.62. As of the July 29, 2026 market close, the stock was priced at $540.29, giving the company a total market capitalization of $48.6 billion.Company OverviewMetricValueShare Price (as of market close 2026-07-29)$540.29Market Capitalization$48.6 billionRevenue (TTM)$18.9 billionNet Income (TTM)$3.9 billionCompany SnapshotAmeriprise Financial provides comprehensive financial planning, asset management, and insurance services across multiple business segments, including Advice & Wealth Management, Asset Management, Retirement & Protection Solutions, and Corporate & Other operations.The company generates revenue through advisory fees, asset management fees, insurance premiums, and brokerage commissions, leveraging its integrated platform to serve retail clients, businesses, and institutional investors.Ameriprise targets affluent individuals and households seeking comprehensive wealth management solutions, as well as institutional clients requiring sophisticated asset management and retirement planning services.Ameriprise Financial operates as a diversified financial services holding company with a market capitalization of $48.6 billion. The company maintains a competitive position through its integrated business model that combines advisory services, asset management capabilities, and insurance products to deliver comprehensive wealth management solutions. With TTM revenue of $18.9 billion and net income of $3.9 billion, Ameriprise demonstrates substantial scale and profitability within the asset management and financial services sector.

What this transaction means for investorsOptions struck at $165.41 against a stock near $546 is a spread of roughly $380 a share, and Cracchiolo exercised almost 53,000 of them in one move. Most of the resulting shares, 34,912, went straight back to cover taxes. Plus, he still holds 107,633 shares directly. For a long-time CEO (of over 20 years) cashing in an option grant near record highs, this is pretty standard, and it tells you little beyond that the options were deep in the money.

The results underneath, meanwhile, are strong, even if the stock performance is tepid. Ameriprise grew second-quarter revenue 13% to nearly $5 billion, lifted adjusted operating earnings per share 22% to $11.07, and pushed return on equity to a solid 55%. Assets under management, administration, and advisement climbed 14% to $1.8 trillion. Cracchiolo said the company "delivered another great quarter,” which saw the firm return $932 million to shareholders. Of course, investors might want to see some more momentum in the stock, with shares up only about 5% over the past year despite 22% earnings growth. That effectively means the market is paying less per dollar Ameriprise earns, and either it re-rates, or growth has to keep outrunning a skeptical multiple.

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About the Author

Jonathan Ponciano is a contributing stock market analyst at The Motley Fool. He has nearly a decade of experience as a financial journalist, most recently as an editor and senior reporter at Forbes focused on markets, technology, and entrepreneurship. Jonathan has also written for Investopedia and the Los Angeles Business Journal. He holds a dual B.A. in Business Journalism and Economics from the University of North Carolina at Chapel Hill and an M.B.A. from Columbia Business School. A North Carolina native now based in New York City, Jonathan has also lived in Mexico City and Los Angeles.

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 >>>> .