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Ameriprise Financial Inc

AMP
479.430USD
-11.720-2.39%
Close 10/10, 16:00ETQuotes delayed by 15 min
45.26BMarket Cap
14.03P/E TTM

Ameriprise Financial Inc

479.430
-11.720-2.39%
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison

TradingKey Stock Score of Ameriprise Financial Inc

Currency: USD Updated: 2025-10-10

Key Insights

The company's fundamentals are relatively healthy. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Buy. Despite an average stock market performance, the company shows strong fundamentals and technicals. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Ameriprise Financial Inc's Score

Industry at a Glance

Industry Ranking
19 / 117
Overall Ranking
114 / 4697
Industry
Investment Banking & Investment Services

Support & Resistance

No Data

Score Analysis

Current score
Previous score

Analyst Rating

Based on 16 analysts
Buy
Current Rating
552.677
Target Price
+15.28%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Ameriprise Financial Inc Highlights

StrengthsRisks
Ameriprise Financial, Inc. is a diversified financial services company. The Company offers a range of financial planning and advice products and services designed to achieve individual and institutional clients' financial objectives. Its segments include Advice & Wealth Management, Asset Management, and Retirement & Protection Solutions. Advice & Wealth Management segment provides financial planning and advice, as well as service brokerage services, primarily to retail clients through the Company's advisors. Asset Management segment provides investment management, advice and products to retail and institutional clients on a global scale through Columbia Threadneedle Investments brand. Retirement & Protection Solutions segment includes retirement solutions (variable annuities and payout annuities) and Protection Solutions (life and disability insurance). It offers diversified products and services through brands: Ameriprise Financial, Columbia Threadneedle Investments, and RiverSource.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 17.60% year-on-year.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 17.44%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 17.44%.
Undervalued
The company’s latest PB is 7.44, at a low 3-year percentile range.
Institutional Selling
The latest institutional holdings are 82.60M shares, decreasing 4.07% quarter-over-quarter.
Held by Keeley-Teton Advisors, LLC
Star Investor Keeley-Teton Advisors, LLC holds 3.67K shares of this stock.

Financial Health

Currency: USD Updated: 2025-10-10

The company's current financial score is 8.44, which is higher than the Investment Banking & Investment Services industry's average of 7.28. Its financial status is stable, and its operating efficiency is high. Its latest quarterly revenue reached 2.54B, representing a year-over-year increase of 4.78%, while its net profit experienced a year-over-year increase of 27.86%.

Score

Industry at a Glance

Previous score
8.44
Change
0

Financials

6.53

Key Metrics

Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
No Data

Quality of Earnings

8.60

Operational Efficiency

10.00

Growth Potential

7.73

Shareholder Returns

9.34

Ameriprise Financial Inc's Company Valuation

Currency: USD Updated: 2025-10-10

The company’s current valuation score is 7.40, which is higher than the Investment Banking & Investment Services industry's average of 7.18. Its current P/E ratio is 14.68, which is 46.80% below the recent high of 21.55 and 49.54% above the recent low of 7.41.

Score

Industry at a Glance

Previous score
7.40
Change
0

Valuation Dimensions

P/E
P/B
P/S
P/CF
Industry Ranking 19/117
No Data

Earnings Forecast

Currency: USD Updated: 2025-10-10

The company’s current earnings forecast score is 7.13, which is lower than the Investment Banking & Investment Services industry's average of 7.28. The average price target for Ameriprise Financial Inc is 566.00, with a high of 650.00 and a low of 434.00.

Score

Industry at a Glance

Previous score
7.13
Change
0

Support & Resistance

No Data

Analyst Rating

Based on 16 analysts
Buy
Current Rating
552.677
Target Price
+15.28%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell

Peer Comparison

70
Total
7
Median
8
Average
Company name
Ratings
Analysts
Ameriprise Financial Inc
AMP
16
Blackstone Inc
BX
24
KKR & Co Inc
KKR
22
BlackRock Inc
BLK
20
Carlyle Group Inc
CG
19
Ares Management Corp
ARES
18
1
2
3
...
14

Financial Forecasting

EPS
Revenue
Net Profit
EBIT
No Data

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2025-10-10

The company’s current price momentum score is 6.34, which is lower than the Investment Banking & Investment Services industry's average of 6.65. Sideways: Currently, the stock price is trading between the resistance level at 497.13 and the support level at 470.14, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
6.94
Change
-0.6

Support & Resistance

No Data

Indicators

The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators
Sell(4)
Neutral(1)
Buy(0)
Indicators
Value
Direction
MACD(12,26,9)
-0.273
Sell
RSI(14)
36.974
Neutral
STOCH(KDJ)(9,3,3)
26.057
Sell
ATR(14)
9.272
Low Volatility
CCI(14)
-175.925
Sell
Williams %R
96.795
Oversold
TRIX(12,20)
-0.083
Sell
StochRSI(14)
0.000
Oversold
Moving Average
Sell(6)
Neutral(0)
Buy(0)
Indicators
Value
Direction
MA5
490.516
Sell
MA10
491.268
Sell
MA20
491.258
Sell
MA50
500.281
Sell
MA100
511.266
Sell
MA200
510.195
Sell

Institutional Confidence

Currency: USD Updated: 2025-10-10

The company’s current institutional recognition score is 7.00, which is higher than the Investment Banking & Investment Services industry's average of 5.74. The latest institutional shareholding proportion is 87.62%, representing a quarter-over-quarter decrease of 2.02%. The largest institutional shareholder is The Vanguard, holding a total of 12.39M shares, representing 13.14% of shares outstanding, with 2.60% increase in holdings.

Score

Industry at a Glance

Previous score
7.00
Change
0

Institutional Shareholding

No Data

Shareholder Activity

Name
Shares Held
Chg %
The Vanguard Group, Inc.
Star Investors
12.39M
+0.90%
BlackRock Institutional Trust Company, N.A.
5.82M
-1.93%
JP Morgan Asset Management
5.32M
+5.11%
State Street Global Advisors (US)
4.40M
-1.90%
Geode Capital Management, L.L.C.
2.82M
+1.72%
Aristotle Capital Management, LLC
2.55M
-19.48%
BlackRock Investment Management (UK) Ltd.
1.30M
+13.23%
Norges Bank Investment Management (NBIM)
1.30M
+0.40%
UBS Financial Services, Inc.
1.27M
-6.18%
Boston Partners
1.18M
+3.10%
1
2

Risk Assessment

Currency: USD Updated: 2025-10-10

The company’s current risk assessment score is 9.11, which is higher than the Investment Banking & Investment Services industry's average of 7.28. The company's beta value is 1.28. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.

Score

Industry at a Glance

Previous score
9.11
Change
0
Beta vs S&P 500 index
1.28
VaR
+2.86%
240-Day Maximum Drawdown
+26.59%
240-Day Volatility
+29.96%

Return

Best Daily Return
60 days
+2.85%
120 days
+4.78%
5 years
+11.03%
Worst Daily Return
60 days
-4.42%
120 days
-4.42%
5 years
-7.80%
Sharpe Ratio
60 days
-1.62
120 days
+0.44
5 years
+0.89

Risk Assessment

Maximum Drawdown
240 days
+26.59%
3 years
+26.59%
5 years
+32.10%
Return-to-Drawdown Ratio
240 days
-0.18
3 years
+0.55
5 years
+0.94
Skewness
240 days
+0.66
3 years
+0.07
5 years
-0.02

Volatility

Realised Volatility
240 days
+29.96%
5 years
+27.96%
Standardised True Range
240 days
+2.47%
5 years
+1.71%
Downside Risk-Adjusted Return
120 days
+58.73%
240 days
+58.73%
Maximum Daily Upside Volatility
60 days
+14.79%
Maximum Daily Downside Volatility
60 days
+20.50%

Liquidity

Average Turnover Rate
60 days
+0.45%
120 days
+0.50%
5 years
--
Turnover Deviation
20 days
-19.14%
60 days
-8.63%
120 days
+1.72%

Peer Comparison

Investment Banking & Investment Services
Ameriprise Financial Inc
Ameriprise Financial Inc
AMP
7.53 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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Cboe Global Markets Inc
CBOE
8.38 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
DigitalBridge Group Inc
DigitalBridge Group Inc
DBRG
8.10 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Affiliated Managers Group Inc
Affiliated Managers Group Inc
AMG
8.06 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Bank of New York Mellon Corp
Bank of New York Mellon Corp
BK
8.02 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
CME Group Inc
CME Group Inc
CME
7.95 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
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