Ameriprise Financial Inc

Ameriprise Financial Inc

AMP · NYSE · Financial Services / Asset Management

519.43USD+5.95 (+1.16%)

Price History

Full chart

Market Stats

Previous Close513.48
Open518.64
Day Range510.18 – 520.94
52-Week Range419.52 – 572.56
Volume448.00K
Market Cap43.54B
P/E (TTM)11.29
Forward P/E9.88
EPS44.40
Dividend Yield1.36%
Beta1.12
50-Day Avg514.72
200-Day Avg492.86

About

Ameriprise Financial, Inc., together with its subsidiaries, operates as a diversified financial services company in the United States and internationally. The company offers financial planning and advice services to individual and institutional clients. It operates through Advice & Wealth Management, Asset Management, Retirement & Protection Solutions, Corporate & Other segments. The Advice & Wealth Management segment provides financial planning and advice; brokerage products and services for retail and institutional clients; discretionary and non-discretionary investment advisory accounts; mutual funds; insurance and annuities products; cash management and banking products; and face-amount certificates. The Asset Management segment offers investment management, advice, and products to retail, high net worth, and institutional clients through third-party financial institutions, advisor network, direct retail, and its institutional sales force under the Columbia Threadneedle Investments brand name. Its products include U.S. mutual funds and their non-U.S. equivalents, exchange-traded funds, variable product funds underlying insurance, and annuity separate accounts; and institutional asset management products, such as traditional asset classes, separately managed accounts, individually managed accounts, collateralized loan obligations, hedge funds, collective funds, and property and infrastructure funds. The Retirement & Protection Solutions segment provides variable annuity products, as well as life and disability income insurance products to retail clients. Ameriprise Financial, Inc. was formerly known as American Express Financial Corporation and changed its name to Ameriprise Financial, Inc. in September 2005. The company was founded in 1894 and is based in Minneapolis, Minnesota.

Company Details

  • SectorFinancial Services
  • IndustryAsset Management
  • CEOMr. William F. Truscott
  • Employees13.60K
  • Headquarters1099 Ameriprise Financial Center, Minneapolis, MN, United States, 55474, USA
  • Websitehttps://www.ameriprise.com

Leadership

  • Mr. Walter S. BermanExecutive VP, CFO & Chief Risk Officer · b. 1943
  • Mr. William F. TruscottCEO of Columbia Threadneedle, Interim Global Chief Investment Officer & CEO of Global Asset Mgmt · b. 1960
  • Mr. Gerard P. SmythExecutive VP and Head of Technology, Service & Operations · b. 1962
  • Ms. Dawn M. BrockmanSenior VP, Corporate Controller & Principal Accounting Officer · b. 1973
  • Stephanie M. RabeHead of Investor Relations
  • Ms. Heather J. MellohExecutive VP & General Counsel · b. 1972
  • Ms. Deirdre D. Davey McGrawExecutive Vice President of Marketing, Strategy & Communications · b. 1971
  • Ms. Kelli Ann Hunter PetruzilloExecutive Vice President of Human Resources · b. 1961
  • Mr. David M. JoyChief Market Strategist
  • Mr. William J. WilliamsPresident of Wealth Management Advisor Group · b. 1968

Financials

Income Statement

Currency: USD2000-12-312001-12-312002-12-312003-12-312004-12-312005-12-312006-12-312007-12-312008-12-312009-12-312010-12-312011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-312025-12-31
Total Revenue6.26B4.74B5.58B6.04B7.25B7.50B8.14B8.91B8.43B7.99B9.83B10.30B10.27B11.22B11.95B12.03B11.78B12.30B12.98B13.05B11.90B13.38B14.26B15.54B17.26B18.91B
Growth (%)--24.23%+17.52%+8.38%+19.91%+3.59%+8.49%+9.48%-5.41%-5.28%+23.09%+4.73%-0.21%+9.17%+6.52%+0.66%-2.09%+4.44%+5.53%+0.55%-8.81%+12.42%+6.59%+8.96%+11.13%+9.55%
Cost of Revenue---5.26B5.89B2.92B2.53B4.79B2.98B5.95B4.78B5.18B5.42B5.91B5.33B6.26B6.44B6.42B6.69B6.64B6.07B191.00M198.00M324.00M329.00M9.38B
Gross Profit6.26B4.74B5.58B6.04B7.25B4.59B5.62B4.13B5.45B2.03B5.05B5.12B4.85B5.30B6.62B5.76B5.34B5.87B6.29B6.41B11.90B-203.00M-274.00M-885.00M-991.00M9.53B
Gross Margin100.00%100.00%100.00%100.00%100.00%61.15%68.98%46.29%64.68%25.47%51.39%49.68%47.25%47.27%55.42%47.91%45.32%47.76%48.44%49.12%100.00%-1.52%-1.92%-5.70%-5.74%50.38%
Operating Expense5.24B4.66B4.90B5.32B6.09B3.46B4.39B2.87B5.00B916.00M3.27B3.60B3.59B2.94B3.70B3.17B3.44B3.33B3.49B4.05B10.07B-4.39B-4.21B-4.12B-5.26B4.70B
Operating Income1.02B87.00M674.00M725.00M1.15B1.13B1.23B1.26B451.00M1.12B1.78B1.51B1.26B2.37B2.92B2.59B1.90B2.54B2.80B2.35B1.83B4.18B3.93B3.23B4.27B4.83B
Operating Margin16.37%1.83%12.09%12.00%15.93%15.08%15.05%14.10%5.35%14.00%18.13%14.70%12.30%21.09%24.42%21.54%16.12%20.65%21.57%18.05%15.39%31.29%27.57%20.82%24.72%25.54%
EBITDA1.02B87.00M674.00M725.00M1.15B1.86B1.14B1.30B-58.00M1.18B2.08B1.86B1.78B2.55B3.17B2.81B2.10B2.67B2.94B2.63B2.20B4.47B4.09B3.40B4.44B5.04B
EBITDA Margin16.37%1.83%12.09%12.00%15.93%24.76%14.05%14.63%-0.69%14.71%21.14%18.04%17.33%22.74%26.50%23.38%17.84%21.74%22.65%20.16%18.49%33.45%28.68%21.91%25.70%26.66%
Net Income1.02B87.00M674.00M725.00M794.00M574.00M631.00M814.00M-38.00M722.00M1.10B1.08B1.03B1.33B1.62B1.56B1.31B1.48B2.10B1.89B1.53B3.42B3.15B2.56B3.40B3.56B
Net Income Margin16.37%1.83%12.09%12.00%10.96%7.65%7.75%9.13%-0.45%9.04%11.16%10.45%10.02%11.89%13.55%12.99%11.16%12.03%16.17%14.51%12.89%25.54%22.09%16.45%19.70%18.84%
R&D---------000000000-0.170.150.250.270.2--
R&D as % of Total Revenue---------0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-0.00%0.00%0.00%0.00%0.00%--
Interest Expense000052.00M73.00M116.00M112.00M109.00M135.00M334.00M362.00M317.00M342.00M365.00M422.00M261.00M225.00M258.00M216.00M162.00M191.00M198.00M324.00M662.00M326.00M
Interest Expense % of Total Revenue0.00%0.00%0.00%0.00%0.72%0.97%1.42%1.26%1.29%1.69%3.40%3.52%3.09%3.05%3.06%3.51%2.22%1.83%1.99%1.66%1.36%1.43%1.39%2.09%3.83%1.72%

Balance Sheet

Currency: USD2000-12-312001-12-312002-12-312003-12-312004-12-312005-12-312006-12-312007-12-312008-12-312009-12-312010-12-312011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-312025-12-31
Total Assets73.34B71.72B74.45B85.53B93.11B93.12B104.17B109.23B95.68B113.77B131.19B133.99B134.73B144.58B148.81B145.26B139.82B147.47B137.22B151.83B165.88B175.91B158.85B175.19B181.40B190.90B
Total Liabilities68.71B66.10B68.00B78.24B86.41B85.43B96.25B101.42B89.50B103.90B119.88B122.96B125.02B135.34B139.50B136.96B133.53B141.49B131.63B146.10B160.02B169.97B155.05B170.46B176.18B184.35B
Total Equity4.63B5.62B6.45B7.29B6.70B7.69B7.92B7.81B6.18B9.27B10.75B10.32B9.09B8.19B8.12B7.19B6.29B6.00B5.59B5.73B5.87B5.94B3.80B4.73B5.23B6.55B
Cash---1.08B1.08B2.47B2.76B3.84B6.23B3.28B3.31B3.25B2.95B3.05B3.03B2.86B2.49B2.62B3.10B3.83B6.84B7.25B7.10B7.56B8.52B10.10B
Total Debt-120.00M120.00M463.00M403.00M1.90B2.24B2.02B2.03B2.25B8.25B8.07B7.88B8.96B10.13B10.42B5.44B5.30B4.81B4.93B4.94B5.20B5.38B5.75B5.47B5.86B
Net Debt-120.00M120.00M463.00M-675.00M-572.00M-516.00M-1.82B-4.20B-1.03B4.94B4.82B4.93B5.91B7.10B7.56B2.95B2.68B1.71B1.10B-1.90B-2.05B-1.71B-1.81B-3.05B-4.24B

Cash Flow

Currency: USD2003-12-312004-12-312005-12-312006-12-312007-12-312008-12-312009-12-312010-12-312011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-312025-12-31
Operating Cash Flow-911.00M945.00M619.00M845.00M2.00B-1.26B2.04B2.18B1.50B1.36B2.40B2.57B1.97B1.70B2.60B2.34B4.62B3.33B4.41B4.68B6.59B8.32B
Investing Cash Flow--2.64B-255.00M3.52B4.50B15.00M-6.43B-922.00M-1.15B4.42B-802.00M-715.00M-514.00M-804.00M-199.00M-587.00M-3.23B-2.89B-4.38B-13.58B-9.26B-551.00M-1.53B
Financing Cash Flow4.27B1.72B207.00M-3.94B-4.27B429.00M4.54B-1.34B-1.11B-6.34B-306.00M-1.66B-2.32B-1.13B-1.78B-1.26B1.21B952.00M1.72B8.43B4.41B-5.17B-5.16B
Capital Expenditure133.00M125.00M141.00M187.00M306.00M125.00M83.00M131.00M250.00M137.00M105.00M113.00M133.00M92.00M162.00M162.00M143.00M147.00M120.00M182.00M184.00M176.00M162.00M
Free Cash Flow-786.00M804.00M432.00M539.00M1.88B-1.34B1.90B1.93B1.37B1.26B2.29B2.44B1.88B1.54B2.44B2.20B4.48B3.21B4.22B4.50B6.42B8.16B
Dividends Paid--27.00M108.00M133.00M143.00M164.00M354.00M212.00M305.00M401.00M426.00M465.00M479.00M491.00M506.00M504.00M497.00M511.00M534.00M550.00M574.00M596.00M
FCF to OCF-86.28%85.08%69.79%63.79%93.76%106.60%93.56%88.52%90.90%92.30%95.29%94.83%95.33%90.48%93.76%93.89%96.82%96.39%95.87%96.07%97.33%98.05%
Dividend Paid to FCF--3.36%25.00%24.68%7.62%-12.23%18.59%11.00%22.30%31.85%18.64%19.07%25.49%31.90%20.78%22.93%11.10%15.94%12.64%12.22%8.94%7.30%

Earnings

Report DateOct 24, 2005Jan 26, 2006Apr 25, 2006Jul 25, 2006Oct 24, 2006Jan 25, 2007Apr 24, 2007Jul 25, 2007Oct 24, 2007Jan 24, 2008Apr 22, 2008Jul 23, 2008Oct 29, 2008Jan 28, 2009Apr 21, 2009Jul 23, 2009Oct 21, 2009Feb 3, 2010Apr 26, 2010Jul 28, 2010Oct 27, 2010Feb 2, 2011Apr 25, 2011Jul 27, 2011Oct 26, 2011Feb 1, 2012Apr 23, 2012Jul 25, 2012Oct 24, 2012Jan 30, 2013Apr 22, 2013Jul 24, 2013Oct 29, 2013Feb 4, 2014Apr 28, 2014Jul 29, 2014Oct 28, 2014Jan 28, 2015Apr 22, 2015Jul 22, 2015Oct 21, 2015Jan 27, 2016Apr 27, 2016Jul 26, 2016Oct 25, 2016Feb 1, 2017Apr 24, 2017Jul 25, 2017Oct 24, 2017Jan 24, 2018Apr 23, 2018Jul 24, 2018Oct 23, 2018Jan 30, 2019Apr 24, 2019Jul 24, 2019Oct 23, 2019Jan 29, 2020May 6, 2020Jul 29, 2020Oct 28, 2020Jan 27, 2021Apr 26, 2021Jul 26, 2021Oct 26, 2021Jan 26, 2022Apr 25, 2022Jul 26, 2022Oct 25, 2022Jan 25, 2023Apr 24, 2023Jul 26, 2023Oct 25, 2023Jan 24, 2024Apr 22, 2024Jul 24, 2024Oct 23, 2024Jan 29, 2025Apr 24, 2025Jul 24, 2025Oct 30, 2025Jan 29, 2026Apr 23, 2026Jul 23, 2026Oct 29, 2026
EPS Estimate131948.260.740.750.780.800.840.880.940.991.031.000.870.780.440.340.540.640.770.810.771.061.311.321.321.211.371.401.331.251.471.561.621.721.811.892.011.962.212.332.272.292.352.182.262.422.422.522.622.810.943.463.483.683.593.664.054.094.263.932.531.234.544.715.205.495.735.905.555.856.487.207.397.607.708.208.538.928.799.089.009.7610.3110.2110.7211.60
EPS Actual0.800.770.750.790.941.020.900.980.991.160.821.011.040.800.630.581.030.910.811.101.371.211.351.311.041.331.451.131.321.711.591.691.911.872.042.082.102.302.182.332.352.472.172.231.372.732.702.803.531.183.703.603.743.803.754.064.124.205.412.641.474.535.435.275.866.155.985.815.246.947.257.447.687.208.398.538.1010.589.509.119.8710.8311.2611.0712.07
Surprise-100.00%4.05%0.00%1.28%17.50%21.43%2.27%4.26%0.00%12.62%-18.00%16.09%33.33%81.82%85.29%7.41%60.94%18.18%0.00%42.86%29.25%-7.63%2.27%-0.76%-14.05%-2.92%3.57%-15.04%5.60%16.33%1.92%4.32%11.05%3.31%7.94%3.48%7.14%4.07%-6.44%2.64%2.62%5.11%-0.46%-1.33%-43.39%12.81%7.14%6.87%25.62%25.53%6.94%3.45%1.63%5.85%2.46%0.25%0.73%-1.41%37.66%4.35%19.51%-0.22%15.29%1.35%6.74%7.33%1.36%4.68%-10.43%7.10%0.69%0.68%1.05%-6.49%2.32%0.00%-9.19%20.36%4.63%1.22%1.13%5.04%10.28%3.26%4.05%
TimingPre-marketAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursPre-marketPre-marketPre-marketPre-marketAfter-hoursPre-marketPre-market

Key Statistics & Ratios

Market Cap43.54B
Enterprise Value40.25B
Trailing P/E11.29
Forward P/E9.88
PEG Ratio1.43
Price / Sales2.16
Price / Book8.65
EPS44.40
Book Value58.75
Revenue (TTM)20.14B
Gross Profit (TTM)10.99B
EBITDA4.27B
Profit Margin20.67%
Operating Margin36.41%
Return on Equity71.98%
Return on Assets2.30%
Shares Outstanding86.81M
Shares Float86.44M
Beta1.12
Dividend Yield1.36%
Dividend Rate6.80
Payout Ratio14.81%

Analyst Ratings

Hold
Based on 14 analystsTarget 545.18
  • Strong Buy
    3
  • Buy
    1
  • Hold
    8
  • Sell
    1
  • Strong Sell
    1

Ownership Breakdown

Institutions
93.82%
Insiders
0.19%
Retail / Other
5.99%

Top Institutional Holders

  • BlackRock Inc
    7.94M9.12%
  • Vanguard Capital Management, LLC
    5.90M6.78%
  • Vanguard Portfolio Management, LLC
    5.18M5.95%
  • State Street Corp
    4.67M5.37%
  • Geode Capital Management, LLC
    2.76M3.17%
  • Aristotle Capital Management LLC
    2.08M2.39%
  • Morgan Stanley - Brokerage Accounts
    1.74M2.00%
  • The Goldman Sachs Group Inc
    1.64M1.89%
  • Nuveen, LLC
    1.49M1.71%
  • AQR Capital Management LLC
    1.32M1.52%
  • NORGES BANK
    1.29M1.48%
  • Boston Partners Global Investors, Inc
    1.19M1.37%
  • FMR Inc
    1.16M1.33%
  • JPMorgan Chase & Co
    1.10M1.27%
  • Northern Trust Corp
    1.10M1.26%

Top Fund Holders

  • Vanguard MStar Total Stk Mkt Idx Invest
    2.80M3.23%
  • Vanguard 500 Index Investor
    2.32M2.67%
  • Vanguard MStar Mid Cap Index Instl
    1.89M2.18%
  • iShares Core S&P 500 ETF
    1.18M1.35%
  • Fidelity 500 Index
    1.17M1.34%

Dividends

20264×
1.70Nov 9, 20261.70Aug 3, 20261.70May 4, 20261.60Feb 9, 2026
20254×
1.60Nov 10, 20251.60Aug 4, 20251.60May 5, 20251.48Feb 10, 2025
20244×
1.48Nov 4, 20241.48Aug 5, 20241.48May 3, 20241.35Feb 8, 2024
20234×
1.35Nov 3, 20231.35Aug 4, 20231.35May 5, 20231.25Feb 9, 2023
20224×
1.25Nov 4, 20221.25Aug 5, 20221.25May 6, 20221.13Feb 10, 2022
20214×
1.13Nov 5, 20211.13Aug 6, 20211.13May 7, 20211.04Feb 11, 2021