Ameriprise Financial stock
AMPNYSEAmeriprise Financial, Inc., Financial ServicesISIN US03076C1062
84Score 84 out of 100, Strong
Price and trend
81 / 100
Price history
+9.1% in one yearThe chart shows daily closes over 20 years, adjusted for stock splits and without dividends. Click into the chart to set a price alert at that price.
Above the 200-day line: the price is 4.1% above it.
Since July 2026 the 50-day line has been above the 200-day line; the trend has turned up.
Normal: the price is neither overheated nor sold off (RSI 60).
The price is 10% below its 52-week high. Largest decline in 20 years: 82% (June 2007 to November 2008).
Chart figures for advanced users
- SMA 50$512.01
- Average price of the last 50 trading days, shows the short-term trend.
- SMA 200$493.24
- Average price of the last 200 trading days, shows the long-term trend.
- RSI (14)60
- Relative strength over the last 14 days on a scale from 0 to 100. Above 70 the price counts as overheated, below 30 as sharply fallen.
- MACDabove the signal line
- Compares a fast and a slow price average. Above its signal line momentum is rising, below it momentum is fading.
- Support$430.40
- The lowest closing price of the last twelve months.
- Resistance$570.68
- The highest closing price of the last twelve months.
Snapshot
Computed from the data by fixed rules, no AI
- Ameriprise Financial, Inc. belongs to the Asset Management industry (United States) and, with a market value of $44.58B, is number 10 of 131 companies in its industry on MEQIRI.
- In fiscal 2025 it reported revenue of $18.91B (up 5.2% year on year) and earnings of $3.56B (up 4.8%).
- For fiscal 2026, analysts expect on average revenue of $20.02B (up 5.9%) and adjusted earnings per share of $46.15 (up 17.3%).
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- MEQIRI Score 84 out of 100 (Strong): rank 23 of 976 in Financial Services, median 68.
- The P/E is 11.3 (Asset Management median 14, own median of recent years 13.7).
- Our model puts fair value at $849.47, with the price 39% below it.
In plain words
The numbers on this page in plain words, written by an AI
Strengths
- High return on equityReturn on equity 68.7% over the last 12 months.Profitability 100
- Share buybacksShare count down 23% since 2020.Capital allocation 96
- Earnings per share growingUp 24.4% a year since 2020.Growth 83
Weaknesses
- High leverageTotal assets 31.6 times equity.Stability 32
Its standout strengths are fundamentals and profitability, while stability holds the score back.
Daily figure as of 12 Nov 2026
How the score is calculatedScore overview
Score since yesterday from 83 to 84.
The fundamentals are strong overall.
Score history
The full history of up to 20 years comes with MEQIRI Pro.
See plansCrash risk low
How well MEQIRI warnsOne of the 30% with the lowest crash risk among stocks ranked 101 to 1,000.
From 2016 to 2025, 9 in 100 such stocks fell 30% or more within a year, against a group average of 15 in 100.
What drives the risk
- high growth grade (crashed more often in the backtest)
What lowers it
- solid fundamentals
Valuation
Valuation signal
Possible value trapClosing price of 11 Nov 2026, used by the daily score.
In our model the price counts as cheap below $653.44 and expensive above $1,213.53 (uncertainty medium, based on the price swings of the past year).
The two parts of the fair value come to $1,061.44 (cash-flow model) and $637.51 (industry comparison), and the gap between them shows how uncertain the estimate is. The price is below both.
Calculated with a cost of equity of 8.8%. At 9.8% the fair value would be $764.83, at 7.8% it would be $976.20.
Possible value trap: looks cheap, but high risk.
Valuation metrics
Half from the cash-flow model, half from earnings times the industry P/E (14).
Calculate with your own assumptionsCompany performance
This shows several years of history with an automatic assessment.
Revenue
In the twelve months to 30 Sep 2026, revenue rose 8.4% on the twelve months before. Revenue has grown solidly since 2006, at about 5% per year.
Margins
- Operating margin
- Net margin
In fiscal 2025: operating 26%, net 19%. Banks and insurers have no gross margin, and their net margin is not comparable with other industries. The score leaves both out.
Debt & balance sheet
latest quarterFor banks and insurers, deposits and liabilities are the business. Debt to equity and the current ratio say little here, and the score does not rate them.
Earnings
- Next earnings
- 28 Jan 2027in 77 days
- Last reported
- 29 Oct 2026EPS reported $11.26 (expected $11.77)below expectations
Analyst estimates
Earnings estimates have barely changed since 15 Oct 2026.
- Earnings per share
- $46.15−0.6%
- Revenue
- $20.02B−0.1%
- Earnings per share
- $51.580.0%
- Revenue
- $21.03B+0.2%
MEQIRI has stored the estimates since 15 Oct 2026. Until 30 days are available, the card shows the change since that day. Mean estimate according to Financial Modeling Prep. No price target and no recommendation.
Company outlook confirmed
Share price after the results: +0.2%Ameriprise reaffirmed its guidance for general and administrative expenses to rise in the mid single digits and expects margins to stay around current levels.
“For the full year, we continue to expect general and administrative expenses to increase in the mid-single-digit range.”The outlook is not part of the score and not a recommendation to buy or sell.
From the earnings call on 29 Oct 2026 (fiscal Q3 2026), read by AI.
Insiders
Open-market purchases and sales by executives, board members and major holders
No open-market purchases in the last 6 months. 6 insiders sold, $29.1M in total.
Sales say less than purchases: many insiders sell on a fixed plan, for taxes or to diversify.
- Brockman Dawn M.Sale
10 Aug 2026, SVP AND CONTROLLER
- Shares
- 472
- Price
- $558.93
- Value
- $263,815
- McGraw Deirdre DaveySale
6 Aug 2026, EVP Mktg, Strat. & Comms.
- Shares
- 2,400
- Price
- $558.28
- Value
- $1.34M
- Cracchiolo James MSale
28 Jul 2026, CHAIRMAN AND CEO
- Shares
- 18,020
- Price
- $545.43
- Value
- $9.83M
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- Berman Walter StanleySale
28 Jul 2026, EXECUTIVE VP AND CFO
- Shares
- 11,012
- Price
- $548.95
- Value
- $6.05M
- Williams William JerrylSale
28 Jul 2026, Pres, Wealth Mgmt Advisor Grp
- Shares
- 8,210
- Price
- $539.35
- Value
- $4.43M
- Williams William JerrylSale
27 Jul 2026, Pres, Wealth Mgmt Advisor Grp
- Shares
- 7,894
- Price
- $537.08
- Value
- $4.24M
- Smyth Gerard P.Sale
14 May 2026, EVP & Hd. of Tech. & Serv. Del
- Shares
- 6,255
- Price
- $472.52
- Value
- $2.96M
Partial trades from one filing are shown in one row, with the average price.
Source: Form 4 filings with the US Securities and Exchange Commission. Grants, option exercises, gifts and tax withholdings are hidden. Not a recommendation to buy.
What happened at Ameriprise Financial
The key events of the last six months from our own data. A click takes you to the matching card.
Sector comparison
976 rated companies in Financial Services
- This company
- 84
- Sector median
- 68
Categories against the sector median
The median is the middle value: half of the companies in the sector lie above it, half below. Categories with too few comparable companies are left out.
Competitors in Asset Management
The next larger and next smaller companies by market value
- Brookfield Asset ManagementBAM $83.98B63
- Apollo Global ManagementAPO $72.61B46
- State StreetSTT $47.39B73
- Ares ManagementARES $45.29B66
- EQTEQT.ST $39.69B67
- Northern TrustNTRS $32.37B80
- Raymond James FinancialRJF $32.11B78
- Principal Financial GroupPFG $24.36B73
ETFs that hold Ameriprise Financial
Held by 111 ETFs on Xetra. Shown per index: the ETF with the largest weight.
| ETF | Weight | Cost | Fund size |
|---|---|---|---|
| Invesco S&P 500 QVM UCITS ETFQVMP | 0.77% | 0.35% | €50.82M |
| Invesco Global Buyback Achievers UCITS ETFBBCK | 0.74% | 0.39% | €188.08M |
| UBS Factor MSCI USA Prime Value Screened UCITS ETF hEUR accUBUW | 0.70% | 0.28% | €127.84M |
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| UBS Factor MSCI USA Quality Screened UCITS ETF hEUR accUBUX | 0.69% | 0.28% | €1.14B |
| State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF (Dist)SPYD | 0.62% | 0.35% | €3.62B |
| iShares STOXX USA Equity Multifactor UCITS ETFIBCY | 0.59% | 0.20% | €47.95M |
| Xtrackers MSCI USA Financials UCITS ETF 1DXUFN | 0.58% | 0.12% | €1.07B |
| State Street SPDR S&P U.S. Financials Select Sector UCITS ETF (Acc)ZPDF | 0.56% | 0.15% | €663.04M |
Holdings as reported by the funds via FMP, excluding swap ETFs (their holdings are only collateral).
Data status and sources
- Score
- Daily value of 12 Nov 2026, recalculated nightly
- Price
- Closing price of 12 Nov 2026
- Latest annual report
- Fiscal year 2025, period end 31 Dec 2025
- Source
- Financial statements, ratios and prices from Financial Modeling Prep (FMP), based on the company's reports. MEQIRI calculates the score and fair value from them.
Mandatory disclosures for this rating
- ; time horizon around 12 months
- Rated Strong, published since 7 Nov 2026 (in the score history since 30 Nov 2021)
- Valuation signal Fairly valued since 7 Nov 2026
- End-of-day prices, metrics cached for up to 24 hours
- Score and fair value are estimates from a disclosed model. They are not facts and not a price target.
- Produced by SSM Ventures UG (haftungsbeschränkt), responsible person Sven Brostmeyer, Managing Director, automatically according to the disclosed model.
- Not investment advice. Losses up to and including a total loss are possible. Personal circumstances are not considered.