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On September 10, 2026, we delve into the DCF analysis for Ameriprise Financial Inc AMP, which has shown a year-to-date price increase of 13.7% and a 1-year increase of 13.3%. Despite these gains, the stock appears significantly undervalued according to various valuation models. Here are the key takeaways:

DCF Earnings-based intrinsic value of $1022.09 compared to the current price of $551.88, indicating a margin of safety of 46.0%. DCF Free Cash Flow (FCF)-based intrinsic value stands at $2644.32, further supporting the undervaluation thesis. GF Score™ of 88/100 suggests a strong overall assessment, although the low predictability rank of 1/5 stars indicates caution in relying solely on DCF inputs. What Is AMP Worth? DCF Earnings-Based Model The DCF earnings-based model for Ameriprise Financial Inc employs a two-stage approach, with an initial growth phase followed by a terminal phase. The assumptions used in this model are as follows:

Parameter Value Current EPS (TTM, excl. non-recurring) $41.09 10-Year Growth Rate 16.6% 10-Year Treasury Rate 4.86% Discount Rate (ceil(Treasury) + 6%) 11% Terminal Growth Rate 4% In the first stage, the EPS is projected to grow at 16.6% per year for the next 10 years, discounted at 11%. The value derived from this growth stage is $544.04 per share. In the second stage, the growth rate slows to a terminal rate of 4% for the subsequent 10 years, also discounted at 11%, yielding a terminal stage value of $478.05 per share. The summary of these calculations is as follows:

Stage Description Value Growth Stage (Years 1-10) EPS growing at 16.6%, discounted at 11% $544.04 Terminal Stage (Years 11-20) 4% terminal growth, discounted at 11% $478.05 Intrinsic Value Growth + Terminal $1022.09 With the current price at $551.88, the stock is significantly undervalued, presenting a margin of safety of 46.0%. It is important to note that GuruFocus utilizes EPS figures excluding non-recurring items, as research indicates that stock prices correlate more closely with earnings than with free cash flow. For a detailed analysis, visit the AMP DCF Calculator.

What Does the Free Cash Flow DCF Say? The Free Cash Flow (FCF)-based intrinsic value for Ameriprise Financial Inc is calculated at $2644.32. This figure aligns with the earnings-based DCF model, reinforcing the conclusion that the stock is significantly undervalued, with a margin of safety of 79.1%. The consistency across both models adds credibility to the valuation, although the FCF model serves as a second opinion that further supports the overall thesis.

How Does GF Value™ Compare to the DCF Models? According to GuruFocus, the GF Value™ for Ameriprise Financial Inc is $587.53, indicating that the stock is 6.1% undervalued. GF Value™ is a proprietary measure that combines historical trading multiples, past business growth, and future performance estimates to provide a comprehensive valuation perspective. All three models—DCF earnings, DCF FCF, and GF Value™—agree on the undervaluation of the stock, suggesting a favorable investment opportunity. For more insights, check the GF Value™.

What Does AMP's GF Score™ Tell Us? The GF Score™ evaluates a company's financial strength, profitability, growth potential, valuation, and momentum, providing a holistic view of its investment quality. Ameriprise Financial Inc has a GF Score™ of 88/100, indicating strong fundamentals. However, its predictability rank is low at 1/5 stars, suggesting that the DCF model may be less reliable for this stock. The following table summarizes key metrics:

Metric Rating GF Score™ 88/100 Financial Strength 5/10 Profitability 7/10 Growth 9/10 Valuation 9/10 Momentum 10/10 For more details, visit the AMP stock page.

Key Assumptions and Limitations It is crucial to recognize that DCF models are highly sensitive to the assumptions made regarding growth and discount rates. Stocks with low predictability ratings, such as Ameriprise Financial Inc, yield less reliable DCF estimates. The terminal growth rate of 4% used in this analysis is a simplifying assumption that may not fully capture future market conditions.

What This Means for Investors In summary, the DCF earnings model, the FCF model, and the GF Value™ all converge on the conclusion that Ameriprise Financial Inc is significantly undervalued. The consensus across these models, combined with the fact that 10 gurus currently hold the stock—7 of whom are adding to their positions—provides a strong corroborating signal. However, the insider activity shows net selling of $65.9M over the past 12 months, which may raise some caution. Investors should consider these factors carefully. For further exploration of the DCF analysis, visit the AMP DCF Calculator.

Frequently Asked Questions What is AMP's intrinsic value based on DCF?

According to the analysis, the earnings-based intrinsic value is $1022.09, while the FCF-based intrinsic value is $2644.32.

Is AMP overvalued or undervalued?

Both the DCF and GF Value™ models indicate that AMP is significantly undervalued.

How reliable is the DCF model for AMP?

The predictability rank of 1/5 suggests that the DCF model may be less reliable for this stock.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

Disclosures I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.

The Finance group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is Ameriprise Financial Services (AMP - Free Report) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Finance peers, we might be able to answer that question.

Ameriprise Financial Services is one of 873 individual stocks in the Finance sector. Collectively, these companies sit at #7 in the Zacks Sector Rank. The Zacks Sector Rank includes 16 different groups and is listed in order from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors.

The Zacks Rank is a successful stock-picking model that emphasizes earnings estimates and estimate revisions. The system highlights a number of different stocks that could be poised to outperform the broader market over the next one to three months. Ameriprise Financial Services is currently sporting a Zacks Rank of #2 (Buy).

The Zacks Consensus Estimate for AMP's full-year earnings has moved 8.5% higher within the past quarter. This signals that analyst sentiment is improving and the stock's earnings outlook is more positive.

Based on the most recent data, AMP has returned 13.5% so far this year. Meanwhile, the Finance sector has returned an average of 7.6% on a year-to-date basis. This means that Ameriprise Financial Services is outperforming the sector as a whole this year.

One other Finance stock that has outperformed the sector so far this year is Goldman Sachs (GS - Free Report) . The stock is up 17.9% year-to-date.

In Goldman Sachs' case, the consensus EPS estimate for the current year increased 16.6% over the past three months. The stock currently has a Zacks Rank #1 (Strong Buy).

To break things down more, Ameriprise Financial Services belongs to the Financial - Investment Management industry, a group that includes 37 individual companies and currently sits at #103 in the Zacks Industry Rank. On average, stocks in this group have lost 6% this year, meaning that AMP is performing better in terms of year-to-date returns.

In contrast, Goldman Sachs falls under the Financial - Investment Bank industry. Currently, this industry has 22 stocks and is ranked #39. Since the beginning of the year, the industry has moved +11.4%.

Going forward, investors interested in Finance stocks should continue to pay close attention to Ameriprise Financial Services and Goldman Sachs as they could maintain their solid performance.

CYBER HORNET ETFs LLC grew its position in shares of Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 1,942.6% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 5,229 shares of the financial services provider’s stock after buying an additional 4,973 shares during the quarter. Ameriprise Financial accounts for 0.8% of CYBER HORNET ETFs LLC’s portfolio, making the stock its 18th largest position. CYBER HORNET ETFs LLC’s holdings in Ameriprise Financial were worth $2,399,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. SouthState Bank Corp boosted its position in shares of Ameriprise Financial by 78.6% during the fourth quarter. SouthState Bank Corp now owns 50 shares of the financial services provider’s stock valued at $25,000 after buying an additional 22 shares during the last quarter. Twin Lakes Capital Management LLC purchased a new stake in shares of Ameriprise Financial during the 2nd quarter valued at about $25,000. Cassaday & Co Wealth Management LLC bought a new stake in shares of Ameriprise Financial in the first quarter worth approximately $28,000. University of Texas Texas AM Investment Management Co. bought a new position in Ameriprise Financial during the second quarter valued at approximately $28,000. Finally, Fiduciary Financial Advisors purchased a new stake in Ameriprise Financial in the second quarter worth approximately $30,000. 83.95% of the stock is owned by institutional investors.

Insider Activity In related news, insider William Williams sold 8,210 shares of the company’s stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $539.35, for a total value of $4,428,063.50. Following the completion of the transaction, the insider owned 6,780 shares of the company’s stock, valued at approximately $3,656,793. This represents a 54.77% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, SVP Dawn Brockman sold 472 shares of the stock in a transaction on Monday, August 10th. The stock was sold at an average price of $558.93, for a total value of $263,814.96. Following the completion of the sale, the senior vice president owned 713 shares of the company’s stock, valued at $398,517.09. The trade was a 39.83% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 29,988 shares of company stock worth $16,316,497 in the last quarter. Corporate insiders own 0.60% of the company’s stock.

Ameriprise Financial Stock Down 0.1% AMP stock opened at $559.88 on Monday. The business’s 50-day moving average price is $536.22 and its 200-day moving average price is $484.99. The stock has a market cap of $50.33 billion, a P/E ratio of 13.50, a PEG ratio of 1.00 and a beta of 1.14. The company has a quick ratio of 0.71, a current ratio of 0.71 and a debt-to-equity ratio of 0.99. Ameriprise Financial, Inc. has a twelve month low of $422.37 and a twelve month high of $572.56. Ameriprise Financial (NYSE:AMP – Get Free Report) last released its earnings results on Thursday, July 23rd. The financial services provider reported $11.07 EPS for the quarter, topping 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 company had revenue of $4.90 billion for the quarter, compared to analysts’ expectations of $4.87 billion. During the same quarter last year, the business earned $9.11 EPS. The firm’s revenue was up 11.6% compared to the same quarter last year. On average, equities research analysts forecast that Ameriprise Financial, Inc. will post 46.27 EPS for the current year.

Ameriprise Financial Announces Dividend The company also recently disclosed a quarterly dividend, which was paid on Friday, August 21st. Stockholders of record on Monday, August 3rd were given a dividend of $1.70 per share. This represents a $6.80 annualized dividend and a dividend yield of 1.2%. The ex-dividend date was Monday, August 3rd. Ameriprise Financial’s dividend payout ratio (DPR) is presently 16.40%.

Analyst Ratings Changes A number of brokerages have weighed in on AMP. Weiss Ratings upgraded shares of Ameriprise Financial from a “buy (b-)” rating to a “buy (b)” rating in a research note on Thursday. Zacks Research raised Ameriprise Financial from a “hold” rating to a “strong-buy” rating in a report on Monday, July 27th. Morgan Stanley upped their price objective on Ameriprise Financial from $467.00 to $489.00 and gave the company an “underweight” rating in a research report on Friday, July 10th. Keefe, Bruyette & Woods increased their target price on Ameriprise Financial from $515.00 to $545.00 and gave the company a “market perform” rating in a report on Friday, July 24th. Finally, Piper Sandler boosted their price target on Ameriprise Financial from $471.00 to $518.00 and gave the company a “neutral” rating in a research note on Monday, July 13th. Two research analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Ameriprise Financial has a consensus rating of “Moderate Buy” and a consensus target price of $555.33.

Get Our Latest Analysis on AMP

Ameriprise Financial Company Profile (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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Alley Investment Management Company LLC reduced its stake in shares of Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 90.4% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,795 shares of the financial services provider’s stock after selling 26,234 shares during the period. Alley Investment Management Company LLC’s holdings in Ameriprise Financial were worth $1,282,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Brighton Jones LLC lifted its stake in shares of Ameriprise Financial by 6.9% in the fourth quarter. Brighton Jones LLC now owns 777 shares of the financial services provider’s stock worth $413,000 after buying an additional 50 shares during the last quarter. Empowered Funds LLC grew its stake in Ameriprise Financial by 11.8% in the 1st quarter. Empowered Funds LLC now owns 6,022 shares of the financial services provider’s stock valued at $2,915,000 after buying an additional 634 shares during the last quarter. Sivia Capital Partners LLC grew its stake in Ameriprise Financial by 14.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 584 shares of the financial services provider’s stock valued at $312,000 after buying an additional 72 shares during the last quarter. Schnieders Capital Management LLC. bought a new position in Ameriprise Financial in the 2nd quarter worth $313,000. Finally, Gabelli Funds LLC lifted its position in Ameriprise Financial by 224.8% during the 2nd quarter. Gabelli Funds LLC now owns 4,222 shares of the financial services provider’s stock worth $2,253,000 after acquiring an additional 2,922 shares during the last quarter. Institutional investors and hedge funds own 83.95% of the company’s stock.

Ameriprise Financial Trading Up 2.4% AMP stock opened at $565.06 on Friday. Ameriprise Financial, Inc. has a 1-year low of $422.37 and a 1-year high of $572.56. The company has a current ratio of 0.71, a quick ratio of 0.71 and a debt-to-equity ratio of 0.99. The business’s 50 day moving average is $534.08 and its 200-day moving average is $484.38. The firm has a market cap of $50.80 billion, a P/E ratio of 13.63, a P/E/G ratio of 0.99 and a beta of 1.14.

Ameriprise Financial (NYSE:AMP – Get Free Report) last posted its earnings results on Thursday, July 23rd. The financial services provider reported $11.07 EPS for the quarter, topping the consensus estimate of $10.81 by $0.26. The business had revenue of $4.90 billion during the quarter, compared to the consensus estimate of $4.87 billion. Ameriprise Financial had a return on equity of 64.19% and a net margin of 20.24%.Ameriprise Financial’s revenue was up 11.6% on a year-over-year basis. During the same quarter last year, the company earned $9.11 EPS. Equities analysts anticipate that Ameriprise Financial, Inc. will post 46.27 earnings per share for the current fiscal year. Ameriprise Financial Announces Dividend The business also recently disclosed a quarterly dividend, which was paid on Friday, August 21st. Shareholders of record on Monday, August 3rd were issued a dividend of $1.70 per share. The ex-dividend date of this dividend was Monday, August 3rd. This represents a $6.80 dividend on an annualized basis and a dividend yield of 1.2%. Ameriprise Financial’s dividend payout ratio (DPR) is presently 16.40%.

Analyst Upgrades and Downgrades Several research firms recently weighed in on AMP. Zacks Research raised Ameriprise Financial from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 27th. Keefe, Bruyette & Woods upped their price target on Ameriprise Financial from $515.00 to $545.00 and gave the stock a “market perform” rating in a report on Friday, July 24th. Morgan Stanley increased their price objective on Ameriprise Financial from $467.00 to $489.00 and gave the company an “underweight” rating in a research report on Friday, July 10th. Jefferies Financial Group boosted their target price on shares of Ameriprise Financial from $636.00 to $645.00 and gave the stock a “buy” rating in a research report on Friday, July 10th. Finally, Weiss Ratings raised shares of Ameriprise Financial from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, July 17th. Two equities research analysts have rated the stock with a Strong Buy rating, four have issued a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Ameriprise Financial currently has a consensus rating of “Moderate Buy” and a consensus target price of $555.33.

View Our Latest Analysis on AMP

Insider Buying and Selling In other news, CFO Walter Berman sold 11,012 shares of the firm’s stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $548.95, for a total transaction of $6,045,037.40. Following the completion of the sale, the chief financial officer owned 5,609 shares of the company’s stock, valued at approximately $3,079,060.55. This trade represents a 66.25% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Deirdre Mcgraw sold 2,400 shares of Ameriprise Financial stock in a transaction that occurred on Thursday, August 6th. The shares were sold at an average price of $558.28, for a total transaction of $1,339,872.00. Following the completion of the transaction, the executive vice president owned 3,373 shares of the company’s stock, valued at $1,883,078.44. This trade represents a 41.57% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 29,988 shares of company stock valued at $16,316,497 in the last ninety days. 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.

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Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.

Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors use a variety of methods, including tried-and-true valuation metrics, to find these stocks.

Zacks has developed the innovative Style Scores system to highlight stocks with specific traits. For example, value investors will be interested in stocks with great grades in the "Value" category. When paired with a high Zacks Rank, "A" grades in the Value category are among the strongest value stocks on the market today.

One company value investors might notice is Ameriprise Financial (AMP - Free Report) . AMP is currently sporting a Zacks Rank #2 (Buy), as well as a Value grade of A. The stock has a Forward P/E ratio of 12.26. This compares to its industry's average Forward P/E of 14.18. Over the past 52 weeks, AMP's Forward P/E has been as high as 15.63 and as low as 10.72, with a median of 13.43.

Value investors also frequently use the P/S ratio. This metric is found by dividing a stock's price with the company's revenue. This is a preferred metric because revenue can't really be manipulated, so sales are often a truer performance indicator. AMP has a P/S ratio of 2.58. This compares to its industry's average P/S of 3.13.

Finally, investors should note that AMP has a P/CF ratio of 15.60. This data point considers a firm's operating cash flow and is frequently used to find companies that are undervalued when considering their solid cash outlook. AMP's current P/CF looks attractive when compared to its industry's average P/CF of 32.62. Within the past 12 months, AMP's P/CF has been as high as 23.08 and as low as 14.74, with a median of 17.06.

These are just a handful of the figures considered in Ameriprise Financial's great Value grade. Still, they help show that the stock is likely being undervalued at the moment. Add this to the strength of its earnings outlook, and we can clearly see that AMP is an impressive value stock right now.

On August 26, 2026, we conducted a DCF analysis for Ameriprise Financial Inc AMP , which has shown a notable price performance with a year-to-date increase of 15.4% and a one-year gain of 11.0%. The current price stands at $560.26. Here are some key insights:

DCF Earnings-based intrinsic value of $1022.09 vs price of $560.26 (margin of safety: 45.2%) DCF Free Cash Flow (FCF)-based intrinsic value of $2644.32, providing a second opinion on valuation GF Score™ of 87/100 indicates a strong reliability of the DCF inputs despite a predictability rank of 1/5 stars What Is AMP Worth? DCF Earnings-Based Model In our two-stage DCF model, we first project earnings growth for the initial 10 years, followed by a terminal growth phase. The assumptions for this model are as follows:

Parameter Value Current EPS (TTM, excl. non-recurring) $41.09 10-Year Growth Rate 16.6% 10-Year Treasury Rate 4.64% Discount Rate (ceil(Treasury) + 6%) 11% Terminal Growth Rate 4% The calculation summary for the two-stage model is as follows:

Stage Description Value Growth Stage (Years 1-10) EPS growing at 16.6%, discounted at 11% $544.04 Terminal Stage (Years 11-20) 4% terminal growth, discounted at 11% $478.05 Intrinsic Value Growth + Terminal $1022.09 With the current price at $560.26, the stock appears significantly undervalued, reflecting a margin of safety of 45.2%. It is important to note that GuruFocus utilizes EPS without non-recurring items, as research indicates that stock prices correlate more closely with earnings than free cash flow. For further details, you can access the AMP DCF Calculator.

What Does the Free Cash Flow DCF Say? The FCF-based intrinsic value for Ameriprise Financial Inc is calculated at $2644.32. This figure supports the earnings-based valuation, indicating that both models agree on the stock being significantly undervalued, with a margin of safety of 78.8%.

How Does GF Value™ Compare to the DCF Models? The GF Value™ for Ameriprise Financial Inc is $585.00, suggesting a 4.2% undervaluation. This proprietary measure from GuruFocus is derived from historical trading multiples, past business growth, and future performance estimates. All three models—DCF earnings, DCF FCF, and GF Value™—align in their assessment of the stock's undervaluation.

For more insights, visit the GF Value™ page.

What Does AMP's GF Score™ Tell Us? The GF Score™ evaluates the overall quality of a stock based on various metrics. Ameriprise Financial Inc has a GF Score™ of 87/100, indicating strong fundamentals. However, with a predictability rank of 1/5 stars, it suggests that the DCF model may be less reliable for this stock. Below is a summary of AMP's scores:

Metric Rating GF Score™ 87/100 Financial Strength 5/10 Profitability 7/10 Growth 9/10 Valuation 9/10 Momentum 8/10 For more information, visit the AMP stock page.

Key Assumptions and Limitations It is crucial to understand that DCF models are highly sensitive to assumptions regarding growth rates and discount rates. Stocks with low predictability ratings, such as Ameriprise Financial Inc, yield less reliable DCF estimates. The terminal growth rate of 4% is a simplifying assumption that may not reflect future realities.

What This Means for Investors In summary, all three valuation models—DCF earnings, DCF FCF, and GF Value™—indicate that Ameriprise Financial Inc is significantly undervalued. The consensus across these models provides a strong signal for potential investors. Additionally, the recent activity among gurus shows that 11 gurus currently hold the stock, with 7 increasing their positions, while insiders have sold a total of $66.7M over the past year. This mixed signal from insider activity should be considered alongside the valuation metrics. For further analysis, check out the AMP DCF Calculator.

Frequently Asked Questions What is AMP's intrinsic value based on DCF?

According to our analysis, the earnings-based intrinsic value is $1022.09, while the FCF-based intrinsic value is $2644.32.

Is AMP overvalued or undervalued?

Both the DCF and GF Value™ models indicate that AMP is undervalued.

How reliable is the DCF model for AMP?

Given the predictability rank of 1/5 stars, the DCF model is considered less reliable for this stock.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

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Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Ausdal Financial Partners Inc. purchased a new position in Ameriprise Financial, Inc. (NYSE:AMP – Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 1,056 shares of the financial services provider’s stock, valued at approximately $485,000.

Several other institutional investors and hedge funds have also modified their holdings of the business. SouthState Bank Corp raised its holdings 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 purchasing an additional 22 shares during the period. Cassaday & Co Wealth Management LLC bought a new stake in Ameriprise Financial during the first quarter valued at about $28,000. University of Texas Texas AM Investment Management Co. purchased a new stake in Ameriprise Financial in the second quarter worth about $28,000. Fiduciary Financial Advisors bought a new position in shares of Ameriprise Financial in the second quarter worth about $30,000. Finally, Prosperity Bancshares Inc purchased a new position in shares of Ameriprise Financial during the 4th quarter valued at about $33,000. Hedge funds and other institutional investors own 83.95% of the company’s stock.

Insider Buying and Selling In other Ameriprise Financial news, EVP Deirdre Davey Mcgraw sold 2,400 shares of Ameriprise Financial stock in a transaction on Thursday, August 6th. The shares were sold at an average price of $558.28, for a total transaction of $1,339,872.00. Following the completion of the transaction, the executive vice president directly owned 3,373 shares of the company’s stock, valued at $1,883,078.44. The trade was a 41.57% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider William Jerryl Williams sold 8,210 shares of the business’s stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $539.35, for a total transaction of $4,428,063.50. Following the transaction, the insider owned 6,780 shares in the company, valued at $3,656,793. This trade represents a 54.77% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 29,988 shares of company stock worth $16,316,497. 0.60% of the stock is owned by company insiders.

Ameriprise Financial Stock Down 0.7% Shares of NYSE AMP opened at $556.15 on Friday. The firm’s 50-day moving average price is $525.04 and its 200-day moving average price is $482.26. The company has a current ratio of 0.71, a quick ratio of 0.71 and a debt-to-equity ratio of 0.99. The stock has a market capitalization of $50.00 billion, a price-to-earnings ratio of 13.41, a P/E/G ratio of 0.75 and a beta of 1.14. Ameriprise Financial, Inc. has a 12-month low of $422.37 and a 12-month high of $572.56. Ameriprise Financial (NYSE:AMP – Get Free Report) last released its quarterly earnings results on Thursday, July 23rd. The financial services provider reported $11.07 EPS for the quarter, topping the consensus estimate of $10.81 by $0.26. Ameriprise Financial had a return on equity of 64.19% and a net margin of 20.24%.The company had revenue of $4.90 billion during the quarter, compared to analyst estimates of $4.87 billion. During the same quarter last year, the business posted $9.11 earnings per share. The firm’s revenue was up 11.6% on a year-over-year basis. On average, equities research analysts anticipate that Ameriprise Financial, Inc. will post 46.27 EPS for the current fiscal year.

Ameriprise Financial Dividend Announcement The business also recently announced a quarterly dividend, which was paid on Friday, August 21st. Stockholders of record on Monday, August 3rd were issued a $1.70 dividend. The ex-dividend date was Monday, August 3rd. This represents a $6.80 dividend on an annualized basis and a dividend yield of 1.2%. Ameriprise Financial’s payout ratio is 16.40%.

Analysts Set New Price Targets A number of research analysts recently issued reports on the company. Morgan Stanley boosted their price objective on Ameriprise Financial from $467.00 to $489.00 and gave the company an “underweight” rating in a research note on Friday, July 10th. Jefferies Financial Group lifted their price target on shares of Ameriprise Financial from $636.00 to $645.00 and gave the company a “buy” rating in a report on Friday, July 10th. Zacks Research upgraded shares of Ameriprise Financial from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 27th. Weiss Ratings raised shares of Ameriprise Financial from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, July 17th. Finally, Piper Sandler raised their price objective 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. Two investment analysts have rated the stock with a Strong Buy rating, four have given a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $555.33.

Read Our Latest Stock Analysis on AMP

(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.

Featured Articles Five stocks we like better than Ameriprise Financial Nutanix’s Rally Has a Bigger Story Than Earnings as AMD’s AI Bet Takes Shape SEC Probe Puts Wall Street Leverage Risk Back in Focus A Bearish-Dollar Options Surge Raises the Stakes for Warsh at Jackson Hole Five Below’s Turnaround Is Working—But Has the Stock Run Too Far? 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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Bank of New York Mellon Corp trimmed its stake in shares of Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 4.9% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 681,433 shares of the financial services provider’s stock after selling 35,343 shares during the period. Bank of New York Mellon Corp owned about 0.76% of Ameriprise Financial worth $312,614,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC raised its position in Ameriprise Financial by 6.9% in the 4th quarter. Brighton Jones LLC now owns 777 shares of the financial services provider’s stock valued at $413,000 after buying an additional 50 shares during the last quarter. Empowered Funds LLC boosted its holdings in Ameriprise Financial by 11.8% during the first quarter. Empowered Funds LLC now owns 6,022 shares of the financial services provider’s stock worth $2,915,000 after purchasing an additional 634 shares during the last quarter. Sivia Capital Partners LLC boosted its holdings in Ameriprise Financial by 14.1% during the second quarter. Sivia Capital Partners LLC now owns 584 shares of the financial services provider’s stock worth $312,000 after purchasing an additional 72 shares during the last quarter. Schnieders Capital Management LLC. bought a new position in Ameriprise Financial in the second quarter valued at $313,000. Finally, Gabelli Funds LLC grew its position in Ameriprise Financial by 224.8% in the second quarter. Gabelli Funds LLC now owns 4,222 shares of the financial services provider’s stock valued at $2,253,000 after purchasing an additional 2,922 shares in the last quarter. 83.95% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In Several equities research analysts have commented on the stock. Keefe, Bruyette & Woods boosted their price target on shares of Ameriprise Financial from $515.00 to $545.00 and gave the stock a “market perform” rating in a research report on Friday, July 24th. Jefferies Financial Group raised their price objective on Ameriprise Financial from $636.00 to $645.00 and gave the company a “buy” rating in a report on Friday, July 10th. Weiss Ratings raised Ameriprise Financial from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, July 17th. BMO Capital Markets upped their target price on Ameriprise Financial from $470.00 to $490.00 and gave the stock a “market perform” rating in a report on Friday, April 24th. Finally, Piper Sandler increased their price target on Ameriprise Financial from $471.00 to $518.00 and gave the company a “neutral” rating in a research report on Monday, July 13th. Two analysts have rated the stock with a Strong Buy rating, four have issued a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Ameriprise Financial has an average rating of “Moderate Buy” and a consensus target price of $555.33.

Check Out Our Latest Analysis on AMP Ameriprise Financial Price Performance Shares of NYSE AMP opened at $556.56 on Friday. The business’s 50 day moving average is $517.67 and its 200-day moving average is $482.00. The firm has a market cap of $50.03 billion, a P/E ratio of 13.42, a price-to-earnings-growth ratio of 0.74 and a beta of 1.14. Ameriprise Financial, Inc. has a 1-year low of $422.37 and a 1-year high of $572.56. The company has a current ratio of 0.71, a quick ratio of 0.71 and a debt-to-equity ratio of 0.99.

Ameriprise Financial (NYSE:AMP – Get Free Report) last issued 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. The firm had revenue of $4.90 billion for the quarter, compared to analyst estimates of $4.87 billion. Ameriprise Financial had a return on equity of 64.19% and a net margin of 20.24%.The company’s revenue for the quarter was up 11.6% on a year-over-year basis. During the same period in the prior year, the firm posted $9.11 EPS. Equities research analysts predict that Ameriprise Financial, Inc. will post 46.12 earnings per share for the current year.

Ameriprise Financial Dividend Announcement The firm also recently declared a quarterly dividend, which was paid on Friday, August 21st. Investors of record on Monday, August 3rd were paid a $1.70 dividend. The ex-dividend date was Monday, August 3rd. This represents a $6.80 annualized dividend and a dividend yield of 1.2%. Ameriprise Financial’s dividend payout ratio is 16.40%.

Insider Buying and Selling at Ameriprise Financial In related news, insider William Jerryl Williams sold 8,210 shares of the firm’s stock in a transaction dated Tuesday, July 28th. The shares were sold at an average price of $539.35, for a total transaction of $4,428,063.50. Following the transaction, the insider directly owned 6,780 shares of the company’s stock, valued at approximately $3,656,793. This trade represents a 54.77% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Dawn M. Brockman sold 472 shares of Ameriprise Financial stock in a transaction dated Monday, August 10th. The stock was sold at an average price of $558.93, for a total transaction of $263,814.96. Following the completion of the sale, the senior vice president owned 713 shares of the company’s stock, valued at $398,517.09. This trade represents a 39.83% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 29,988 shares of company stock valued at $16,316,497. 0.60% of the stock is currently owned by insiders.

(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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For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.

Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.

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What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.

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Stock to Watch: Ameriprise Financial Services (AMP - Free Report) Headquartered in Minneapolis, MN, Ameriprise Financial, Inc. was founded in 1894 under the name Investors Syndicate. Notably, since 2005-end, Ameriprise has been operating independently of American Express Company. As of June 30, 2026, the company’s total assets under management and administration were a record $1.81 trillion.

AMP is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.

It also boasts a Value Style Score of A thanks to attractive valuation metrics like a forward P/E ratio of 12.14; value investors should take notice.

Five analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $2.06 to $46.12 per share. AMP also boasts an average earnings surprise of +5.6%.

With a solid Zacks Rank and top-tier Value and VGM Style Scores, AMP should be on investors' short list.

Investors looking for stocks in the Financial - Investment Management sector might want to consider either Ameriprise Financial Services (AMP) or Pershing Square (PS). But which of these two companies is the best option for those looking for undervalued stocks?

Financial advisors Lee Winters III and Chris McClure recently joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP) from Wells Fargo Clearing Serv

Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:

Western Digital Corporation (WDC - Free Report) : This data storage solutions company has seen the Zacks Consensus Estimate for its current year earnings increasing 11.5% over the last 60 days.

CECO Environmental Corp. (CECO - Free Report) : This environmental solutions company has seen the Zacks Consensus Estimate for its current year earnings increasing 16.5% over the last 60 days.

Chemung Financial Corporation (CHMG - Free Report) : This bank holding company has seen the Zacks Consensus Estimate for its current year earnings increasing 9.5% over the last 60 days.

Citizens Financial Services, Inc. (CZFS - Free Report) : This bank holding company has seen the Zacks Consensus Estimate for its current year earnings increasing 6% over the last 60 days.

Ameriprise Financial, Inc. (AMP - Free Report) : This financial services company has seen the Zacks Consensus Estimate for its current year earnings increasing 6% over the last 60 days.

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

On August 12, 2026, we delve into the DCF analysis for Ameriprise Financial Inc (AMP), a company that has shown notable price performance with a year-to-date in

Financial advisor Mitchell Edenbaum recently joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP) in Boca Raton, Fla. from Oppenheimer and Co. Inc.

MINNEAPOLIS--(BUSINESS WIRE)--Ameriprise Financial, Inc. (NYSE: AMP) today announced it has awarded more than $2 million in grants to 83 nonprofits across the U.S. as part of its first-round 2026 grant program, supporting organizations that help meet essential needs and strengthen communities. The company has also contributed an additional $1 million through its global gift matching programs, doubling the impact of employee and advisor donations. These efforts are part of Ameriprise's broader c.

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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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance  for information about the performance numbers displayed in this press release.

MINNEAPOLIS--(BUSINESS WIRE)--Ameriprise Financial, Inc. (NYSE: AMP) today announced that eight of its financial advisors have been named to the Barron’s “Top 100 Women Financial Advisors” ranking, a prestigious industry list recognizing leading women financial advisors across the United States. The honored advisors exemplify Ameriprise's commitment to delivering personalized financial advice and helping clients achieve their financial goals with confidence.

“We are incredibly proud to see these outstanding Ameriprise advisors recognized among the nation's best by Barron's,” said Bill Williams, President, Ameriprise Wealth Management Advisor Group. “I have known and worked closely with many of these advisors over the years, and this recognition reflects what we've long known: they are among the industry's most accomplished advisors, with a proven ability to earn clients' trust and deliver exceptional service. Our role is to help fuel that success through the strength of our brand and continued investments in technology and capabilities that help advisors grow, serve clients more effectively and deliver meaningful outcomes.”

The rankings were based on data submitted by more than 1,400 of the nation’s most successful advisors and evaluated factors such as assets under management, client relationships and retention, growth, industry expertise, professional designations, compliance records, community involvement and team structure.

The full list of ranked advisors can be found at Barron’s.com.

About Ameriprise advisor recognition

Ameriprise financial advisors are consistently ranked among the industry’s best, reflecting their commitment to delivering personalized, high-quality advice and strong client outcomes. In 2025, Ameriprise advisors appeared over 1,500 times1 across prominent industry rankings. This recognition underscores the strength of the firm's advice-first approach and integrated capabilities that enable advisors to grow their practices and deliver an excellent client experience.

About Ameriprise Financial

At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 130 years2. With extensive investment advice, global asset management capabilities and insurance solutions, and a nationwide network of more than 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.

1Company data.

2Company founded June 29, 1894.

Barron’s®, July 17, 2026, “Barron’s Top 100 Women Financial Advisors.”

Barron’s generates its rankings from a formulaic analysis of surveys answered by candidates regarding assets, revenue, and quality of practice, including an advisor’s regulatory and compliance record. Certain awards include a demographic component to qualify. This award for each applicable year is based on data from the previous two calendar years and is not indicative of this advisor’s/team’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to Barron’s in exchange for the ranking or its use. Ameriprise Financial and/or its financial advisors can pay Barron’s for additional advertising-related materials. Barron’s is a registered trademark of Dow Jones, L.P.; all rights reserved.

Ameriprise Financial cannot guarantee future financial results.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Investment advisory products are made available through Ameriprise Financial Services, LLC., a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2026 Ameriprise Financial, Inc. All rights reserved.

More News From Ameriprise Financial, Inc.

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.

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Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.

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Stock to Watch: Ameriprise Financial Services (AMP - Free Report) Headquartered in Minneapolis, MN, Ameriprise Financial, Inc. was founded in 1894 under the name Investors Syndicate. Notably, since 2005-end, Ameriprise has been operating independently of American Express Company. As of June 30, 2026, the company’s total assets under management and administration were a record $1.81 trillion.

AMP is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.

Momentum investors should take note of this Finance stock. AMP has a Momentum Style Score of B, and shares are up 8.8% over the past four weeks.

Seven analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $2.59 to $46.12 per share. AMP boasts an average earnings surprise of +5.6%.

With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, AMP should be on investors' short list.

Ameriprise Financial Services (AMP - Free Report) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company.

The upward trend in estimate revisions for this financial services company reflects growing optimism of analysts on its earnings prospects, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. This insight is at the core of our stock rating tool -- the Zacks Rank.

The five-grade Zacks Rank system, which ranges from a Zacks Rank #1 (Strong Buy) to a Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record of outperformance, with Zacks #1 Ranked stocks generating an average annual return of +25% since 2008.

Consensus earnings estimates for the next quarter and full year have moved considerably higher for Ameriprise Financial Services, as there has been strong agreement among the covering analysts in raising estimates.

The chart below shows the evolution of forward 12-month Zacks Consensus EPS estimate:

12 Month EPS

Current-Quarter Estimate RevisionsThe earnings estimate of $11.56 per share for the current quarter represents a change of +16.5% from the number reported a year ago.

The Zacks Consensus Estimate for Ameriprise has increased 5.8% over the last 30 days, as four estimates have gone higher compared to no negative revisions.

Current-Year Estimate RevisionsThe company is expected to earn $46.12 per share for the full year, which represents a change of +17.2% from the prior-year number.

There has been an encouraging trend in estimate revisions for the current year as well. Over the past month, five estimates have moved up for Ameriprise versus no negative revisions. This has pushed the consensus estimate 7.23% higher.

Favorable Zacks RankThe promising estimate revisions have helped Ameriprise earn a Zacks Rank #1 (Strong Buy). The Zacks Rank is a tried-and-tested rating tool that helps investors effectively harness the power of earnings estimate revisions and make the right investment decision.

You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

Our research shows that stocks with Zacks Rank #1 (Strong Buy) and 2 (Buy) significantly outperform the S&P 500.

Bottom LineWhile strong estimate revisions for Ameriprise have attracted decent investments and pushed the stock 11.6% higher over the past four weeks, further upside may still be left in the stock. So, you may consider adding it to your portfolio right away.

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.

Here are three stocks with buy rank and strong value characteristics for investors to consider today, July 28th:  

Macy's (M - Free Report) : This omnichannel retail organization operating stores, websites and mobile applications, carries a Zacks Rank #1 (Strong Buy), and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 4.3% over the last 60 days.

Macy's has a price-to-earnings ratio (P/E) of 11.39 compared with 22.80 for the industry. The company possesses a Value Score of A.

Ameriprise Financial (AMP - Free Report) : This company, which operates as a diversified financial services company in the United States and internationally, carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 5.3% over the last 60 days.

Ameriprise Financial has a price-to-earnings ratio (P/E) of 11.74 compared with 14.60 for the industry. The company possesses a Value Score of A.

OptimumBank (OPHC - Free Report) : This company, which offers real estate lending and retail banking products to individuals and businesses, carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 16.5% over the last 60 days.

Coursera’s has a price-to-earnings ratio (P/E) of 6.74 compared with 12.80 for the industry. The company possesses a Value Score of B.

See the full list of top ranked stocks here.

Learn more about the Value score and how it is calculated here.

MINNEAPOLIS--(BUSINESS WIRE)--Ameriprise Financial, Inc. (NYSE: AMP) today highlighted its continued advancement of the firm's artificial intelligence (AI) capabilities, building on years of investment and innovation to help financial advisors grow, operate more efficiently, and deliver more personalized client advice at scale. Ameriprise is accelerating the integration of AI across the advisor and client experience, bringing advanced AI capabilities into advisors' workflows while keeping human.

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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5 Tech Stocks to Buy on the July PullbackAmeriprise Financial NYSE: AMP reported higher second-quarter 2026 revenue and earnings, as executives pointed to asset growth, strong client and advisor engagement, and continued capital returns while acknowledging pressure from advisor transitions and an aggressive recruiting environment.

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Chairman and CEO Jim Cracchiolo said the company “delivered another great quarter” in a market environment shaped by rates, inflation and geopolitical volatility. Ameriprise reported revenue growth of 13% to nearly $5 billion and adjusted operating earnings of $1 billion, up 14% from a year earlier. Adjusted operating earnings per share rose 22% to $11.07.

Time to Sell? 3 Winners With Fading Technical MomentumThe company’s return on equity increased to 55%, compared with 51.5% a year earlier. Total assets under management, administration and advisement grew 14% to $1.8 trillion, while total client assets increased 15% to $1.2 trillion.

Wealth Management Assets and Productivity Rise Ameriprise’s Advice & Wealth Management business posted adjusted operating net revenue of $3.2 billion, up 16% from the prior year, according to Chief Financial Officer Walter Berman. Pre-tax adjusted operating earnings in the segment also rose 16% to $939 million, while margins remained strong at about 29%.

5 Under-the-Radar AI Stocks to Watch in JuneWrap assets reached a record $732 billion, up 19%, driven by market appreciation, client engagement and growth in the company’s advice platform. Berman said wrap flows were $6.9 billion in the quarter, while total client flows were $3.1 billion. He said flows were affected by an acceleration of Comerica-related terminations and elevated seasonal tax payments.

Advisor productivity reached a new high of $1.2 million, up 12% year over year. Cracchiolo attributed the increase to client engagement, technology investments and advisor support. He said Ameriprise’s client satisfaction score remained 4.9 out of 5.

The company added 79 experienced advisors during the quarter. Cracchiolo said Ameriprise remains selective in recruiting, noting that some competitors’ recruiting packages imply cash payback periods “as high as eight years,” which he described as “crazy.” He said Ameriprise is attracting advisors who cite its technology, service and responsiveness as differentiators.

Comerica Outflows to End in Third Quarter; Huntington Onboarding Ahead During the question-and-answer session, Berman said approximately $19 billion related to Comerica is expected to exit by the end of the third quarter. He declined to provide more detail on how much had already left, citing client confidentiality, but said the pace of departures accelerated significantly in the second quarter compared with the first.

Executives said the Comerica impact would be offset by Huntington Bank, which is expected to join the Ameriprise Financial Institutions Group platform in the fourth quarter. Berman said Huntington is anticipated to bring about 260 advisors and $28 billion of client assets onto the platform, with assets moving in the fourth quarter and early 2027. He said Ameriprise expects to benefit from the economics of the full book beginning in the fourth quarter.

AI and Banking Remain Investment Priorities Cracchiolo said Ameriprise is expanding its use of artificial intelligence to help advisors grow, reduce administrative work and deliver more personalized advice. He said tools such as e-meeting automation, meeting summarization and Copilot Premium can collectively save practices more than 30 hours per week when used together.

In response to an analyst question, Cracchiolo said about 6,000 advisors are already using one of the firm’s technology capabilities tied to client engagement and meetings. He said adoption should continue to support productivity as more advisors incorporate the tools into their practices.

The company also highlighted growth in its bank. Cracchiolo said bank assets exceeded $25 billion, up 6%, while lending grew 61% year over year, driven by pledge lending and mortgages. Ameriprise has also introduced HELOCs and checking accounts. Berman said bank assets totaled $25.5 billion, with total client cash of $84 billion down 2% year over year.

Asset Management Outflows Improve In asset management, Ameriprise reported total assets under management and advisement of $759 billion, up 10% year over year. Pre-tax adjusted operating earnings increased 23% to $274 million, while revenues rose 14% to $947 million. The segment’s margin reached 43%, above both the prior-year level of 39% and the company’s target range of 35% to 39%.

Cracchiolo said investment performance remained a strength, with 69% of funds above the median for one year, 75% above the median for three- and five-year periods, and 87% above the median over 10 years. He also said 97 Columbia Threadneedle funds globally carried four- or five-star Morningstar ratings.

Total net outflows improved to $6.5 billion, driven by higher gross sales in North America and EMEA. Cracchiolo said the company is gaining traction in active ETFs, separately managed accounts and models, while Seligman strategies contributed to asset growth and flows.

Capital Returns Continue at Elevated Pace Ameriprise returned $932 million of capital to shareholders in the quarter through share repurchases and dividends, equal to 91% of operating earnings. Berman said the company repurchased 1.7 million shares at an average price of $459 during the quarter.

For the first half of 2026, Ameriprise returned $1.9 billion of capital to shareholders, up 25% from the prior-year period. The company repurchased 3.3 million shares at an average price of $467, compared with 2.3 million shares at an average price of $507 in the first half of 2025.

Berman said Ameriprise ended the quarter with $2.1 billion of excess capital and $2.8 billion of holding company available liquidity. He said the balance sheet and free cash flow generation allow the company to invest for growth while continuing to return capital to shareholders.

About Ameriprise Financial (NYSE:AMP)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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

Should You Invest $1,000 in Ameriprise Financial Right Now?Before you consider Ameriprise Financial, you'll want to hear this.

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