Ameriprise Financial
Combines a U.S. financial-advice network with global asset management, annuities and insurance.
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Profile
Combines U.S. financial planning, managed accounts, brokerage and banking with RiverSource annuities and insurance and Columbia Threadneedle’s global asset management. Fees depend heavily on client asset values and flows, while the advisor network also distributes proprietary retirement and protection products.
Provides financial planning, managed accounts, brokerage, banking and cash services through a nationwide network of employee and franchise advisors. Advice & Wealth Management is the core U.S. channel; RiverSource annuities and life and disability insurance add retirement-income and protection products distributed largely through that network.
Manages active equity, fixed-income, multi-asset and alternative strategies globally through Columbia Threadneedle Investments for retail and institutional clients. Scale comes from an integrated advisor platform and product set, while fees rise and fall with client asset values and flows. Banking, brokerage, asset management and insurance operations face separate capital, conduct and fiduciary rules, and annuity guarantees require ongoing hedging.
Company facts
Categories
Key statistics
Year to date +13.3% · Average volume (30d) 434.1K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 21, 2026 | Raymond James | Reiterate | Strong Buy | $582 | $638 |
| Jul 13, 2026 | Piper Sandler | Reiterate | Neutral | $471 | $518 |
| Jul 10, 2026 | Morgan Stanley | Reiterate | Underweight | $467 | $489 |
| Jul 10, 2026 | Jefferies | Reiterate | Buy | $350 | $645 |
| May 4, 2026 | Piper Sandler | Reiterate | Neutral | $530 | $471 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 23, 2026Q2 FY26 | $10.81 | $11.07 | +2.4% | $4.87B | $5.01B | +3.0% | +1.69% |
| Apr 23, 2026Q1 FY26 | $10.21 | $11.26 | +10.3% | $4.72B | $4.89B | +3.6% | +0.98% |
| Jan 29, 2026Q4 FY25 | $10.34 | $10.83 | +4.7% | $4.77B | $4.96B | +3.9% | +1.12% |
| Oct 30, 2025Q3 FY25 | $9.77 | $9.92 | +1.5% | $4.60B | $4.87B | +6.0% | −0.30% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $4.48B | $4.49B | $4.87B | $5.05B | $4.89B | $5.01B | |
| Gross profit | $2.43B | $2.25B | $2.56B | $2.70B | $2.46B | $2.24B | |
| Operating income | $767.0M | $1.43B | $1.26B | $1.37B | $1.22B | $1.53B | |
| Net income | $583.0M | $1.06B | $912.0M | $1.01B | $915.0M | $1.11B | |
| Diluted EPS | $5.83 | $10.73 | $9.33 | $10.47 | $9.68 | $11.98 | |
| Gross margin | 54.2% | 50.1% | 52.5% | 53.6% | 50.3% | 44.7% | |
| Operating margin | 17.1% | 31.9% | 25.8% | 27.2% | 25.1% | 30.4% |
Fiscal years (4-quarter sums)FY21 $13.54B · FY22 $14.35B · FY23 $16.14B · FY24 $17.98B · FY25 $18.90B
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $10.25B · Total debt $6.53B · Total assets $197.87B · Shareholders' equity $6.37B
Dividends
Raised for 19 straight years — most recently to $1.70 from $1.60 in May 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 3, 2026 | Aug 3 | Aug 21 | $1.70 | |
| May 4, 2026 | May 4 | May 22 | $1.70 | raised from $1.60 |
| Feb 9, 2026 | Feb 9 | Feb 27 | $1.60 | |
| Nov 10, 2025 | Nov 10 | Nov 24 | $1.60 | |
| Aug 4, 2025 | Aug 4 | Aug 18 | $1.60 | |
| May 5, 2025 | May 5 | May 19 | $1.60 | raised from $1.48 |
| Feb 10, 2025 | Feb 10 | Feb 28 | $1.48 | |
| Nov 4, 2024 | Nov 4 | Nov 15 | $1.48 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 89.90M · Float 88.02M · 97.9% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 7.94M | 8.83% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 5.90M | 6.56% | 13F | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 5.18M | 5.76% | 13F | Aug 13, 2026 |
| State Street Corp | 4.67M | 5.20% | 13F | Aug 7, 2026 |
| Geode Capital Management, LLC | 2.76M | 3.07% | 13F | Aug 12, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 10, 2026 | Dawn M. Brockman | officer: SVP AND CONTROLLER | −472 | $558.93 |
| Aug 6, 2026 | Deirdre Davey McGraw | officer: EVP Mktg, Strat. & Comms. | −2,400 | $558.28 |
| Jul 28, 2026 | Walter Stanley Berman | officer: EXECUTIVE VP AND CFO | −11,012 | $548.95 |
| Jul 28, 2026 | James M. Cracchiolo | director, officer: CHAIRMAN AND CEO | −18,020 | $545.43 |
| Jul 28, 2026 | William Jerryl Williams | officer: Pres, Wealth Mgmt Advisor Grp | −8,210 | $539.35 |
Peers
- LPL Financial
Largest US independent broker-dealer; 32,000+ advisors and $2.3T assets.
- Morgan Stanley
Dual-pillar rival: $6.2T WM client assets and $1.7T Investment Mgmt AUM.
- Raymond James Financial
Full-service advisor network with 8,900+ advisors and $1.67T client assets.
- Charles Schwab
Largest US RIA custodian; $10T+ client assets, 15,000+ RIA firms served.
- T. Rowe Price
Pure-play active manager; $1.61T AUM, dominant in target-date retirement.
- Franklin Templeton
Franklin Templeton: global active manager, $1.58T AUM in 165+ countries.
- Invesco
Global manager, $1.85T AUM; strong EMEA franchise and fast-growing ETFs.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Ameriprise Financial | $564.76 | +0.97% | $50.28B | 13.5 | 11.4 | 2.5 | +14.6% |
| LPL Financial | $370.69 | +0.02% | $29.65B | 29.6 | 13.7 | 1.5 | +35.2% |
| Morgan Stanley | $214.50 | −0.13% | $338.75B | 17.5 | 16.3 | 2.7 | +36.8% |
| Raymond James Financial | $179.36 | +0.02% | $34.46B | 15.6 | 13.0 | 2.0 | +3.8% |
| Charles Schwab | $110.05 | −0.09% | $191.58B | 20.0 | 15.2 | 6.4 | +20.9% |
| T. Rowe Price | $111.60 | +0.32% | $23.84B | 11.2 | 10.8 | 3.1 | +10.7% |
| Franklin Templeton | $35.05 | +1.15% | $18.01B | 23.1 | 11.3 | 1.9 | −12.0% |
| Invesco | $32.86 | +0.05% | $14.57B | — | 10.8 | 2.1 | −12.3% |
| Median | 18.8 | 13.0 | 2.1 | +10.7% |