tradingkey.logo

Ameriprise Financial Inc

AMP

518.260USD

+1.370+0.27%
Close 08/27, 16:00ETQuotes delayed by 15 min
48.93BMarket Cap
16.34P/E TTM

Ameriprise Financial Inc

518.260

+1.370+0.27%

TradingKey Stock Score

Financial Health

Valuation Dimension

Forecast

Momentum

Institutional Confidence

Risk Assessment

Peers

TradingKey Stock Score

Financial Health

Valuation Dimension

Forecast

Momentum

Institutional Confidence

Risk Assessment

Peers

TradingKey Stock Score

Currency: USD Updated2025-08-27

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.

Score

Industry at a Glance

Industry Ranking
54 / 524
Overall Ranking
87 / 4755
Industry
Banking & Investment Services

Support & Resistance

No Data

Score Analysis

Current score
Previous score

Analysts' Target

Based on 15 analysts
Buy
Current Rating
559.193
Target Price
+8.18%
Upside Space
Disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Company 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%.
Overvalued
The company’s latest PE is 15.87, at a high 3-year percentile range.
Institutional Selling
The latest institutional holdings are 84.31M shares, decreasing 3.24% quarter-over-quarter.
Held by The Vanguard
Star Investor The Vanguard holds 12.39M shares of this stock.

Financial Health

Currency: USD Updated2025-08-27

The company's current financial score is 8.07, which is higher than the Banking & Investment Services industry's average of 7.33. Its financial status is stable, and its operating efficiency is average. Its latest quarterly revenue reached 2.36B, representing a year-over-year decrease of 4.88%, while its net profit experienced a year-over-year decrease of 41.11%.

Score

Industry at a Glance

Previous score
8.07
Change
0

Financials

7.10

Related Indicators

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data

Quality of Earnings

8.70

Operational Efficiency

7.73

Growth Potential

7.71

Shareholder Returns

9.11

Valuation Dimension

Currency: USD Updated2025-08-27

The company’s current valuation score is 5.60, which is higher than the Banking & Investment Services industry's average of 4.39. Its current P/E ratio is 15.87, which is -0.76% below the recent high of 15.75 and 21.68% above the recent low of 12.43.

Score

Industry at a Glance

Previous score
6.40
Change
-0.8

Valuation Dimension

P/E

P/B

P/S

P/CF

Industry Ranking 54/524
No Data

Forecast

Currency: USD Updated2025-08-27

The company’s current earnings forecast score is 7.20, which is lower than the Banking & Investment Services industry's average of 7.34. The average price target for Ameriprise Financial Inc is 581.00, with a high of 650.00 and a low of 434.00.

Score

Industry at a Glance

Previous score
7.20
Change
0

Support & Resistance

No Data

Analyst Rating

Based on 15 analysts
Buy
Current Rating
559.193
Target Price
+8.18%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell

Peer Comparison

68
Total
6
Median
7
Average
Company name
Ratings
Analysts
Ameriprise Financial Inc
AMP
15
Blackstone Inc
BX
23
KKR & Co Inc
KKR
21
BlackRock Inc
BLK
19
Carlyle Group Inc
CG
18
BROOKFIELD ASSET MANAGEMENT LTD
BAM
17
1
2
3
...
14

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

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

Momentum

Currency: USD Updated2025-08-27

The company’s current price momentum score is 8.98, which is higher than the Banking & Investment Services industry's average of 8.78. Sideways: Currently, the stock price is trading between the resistance level at 530.21 and the support level at 501.48, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
8.85
Change
0.13

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(1)
Neutral(2)
Buy(2)
Indicators
Value
Direction
MACD(12,26,9)
3.529
Neutral
RSI(14)
53.435
Neutral
STOCH(KDJ)(9,3,3)
78.103
Buy
ATR(14)
9.456
High Vlolatility
CCI(14)
148.086
Buy
Williams %R
13.069
Overbought
TRIX(12,20)
-0.102
Sell
StochRSI(14)
100.000
Overbought
Moving Average
Sell(2)
Neutral(0)
Buy(4)
Indicators
Value
Direction
MA5
513.758
Buy
MA10
510.285
Buy
MA20
508.931
Buy
MA50
520.902
Sell
MA100
505.643
Buy
MA200
519.786
Sell

Institutional Confidence

Currency: USD Updated2025-08-27

The company’s current institutional recognition score is 7.00, which is higher than the Banking & Investment Services industry's average of 6.35. The latest institutional shareholding proportion is 89.43%, representing a quarter-over-quarter decrease of 0.60%. 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
12.28M
-0.35%
BlackRock Institutional Trust Company, N.A.
5.94M
+0.88%
JP Morgan Asset Management
5.06M
+20.57%
State Street Global Advisors (US)
4.49M
+0.14%
Geode Capital Management, L.L.C.
2.77M
+4.65%
Aristotle Capital Management, LLC
3.16M
-2.54%
BlackRock Investment Management (UK) Ltd.
1.15M
+6.98%
Norges Bank Investment Management (NBIM)
1.29M
-12.68%
UBS Financial Services, Inc.
1.36M
-4.90%
Boston Partners
1.14M
-16.11%
1
2

Risk Assessment

Currency: USD Updated2025-08-27

The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Banking & Investment Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The company’s current risk assessment score is 5.52, which is higher than the Banking & Investment Services industry's average of 5.16. The company's beta value is 1.27. 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
5.52
Change
0
Beta vs S&P 500 index
1.27
VaR
+2.86%
240-Day Maximum Drawdown
+26.59%
240-Day Volatility
+30.01%
Return
Best Daily Return
60 days
+2.85%
120 days
+11.03%
5 years
+11.03%
Worst Daily Return
60 days
-3.70%
120 days
-7.80%
5 years
-7.80%
Sharpe Ratio
60 days
+0.37
120 days
+0.42
5 years
+0.98
Risk Assessment
Maximum Drawdown
240 days
+26.59%
3 years
+26.59%
5 years
+32.10%
Return-to-Drawdown Ratio
240 days
+0.72
3 years
+1.18
5 years
+1.19
Skewness
240 days
+0.61
3 years
+0.09
5 years
+0.01
Volatility
Realised Volatility
240 days
+30.01%
5 years
+28.07%
Standardised True Range
240 days
+2.27%
5 years
+1.56%
Downside Risk-Adjusted Return
120 days
+53.64%
240 days
+53.64%
Maximum Daily Upside Volatility
60 days
+16.06%
Maximum Daily Downside Volatility
60 days
+19.66%
Liquidity
Average Turnover Rate
60 days
+0.47%
120 days
+0.52%
5 years
--
Turnover Deviation
20 days
-13.81%
60 days
-5.05%
120 days
+4.13%

Peers

Currency: USD Updated2025-08-27
Ameriprise Financial Inc
Ameriprise Financial Inc
AMP
7.35 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Bank of New York Mellon Corp
Bank of New York Mellon Corp
BK
8.13 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Wintrust Financial Corp
Wintrust Financial Corp
WTFC
8.01 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Synchrony Financial
Synchrony Financial
SYF
7.98 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Affiliated Managers Group Inc
Affiliated Managers Group Inc
AMG
7.97 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Credicorp Ltd
Credicorp Ltd
BAP
7.93 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
View more

The Stock Score data is powered by TradingKey and updated daily. Rating data is sourced from LESG. Please use the data with caution for reference purposes only.

KeyAI