AMP:NYE-Ameriprise Financial Inc (USD)

COMMON STOCK | Asset Management |

Last Closing

USD 451.33

Change

-0.90 (-0.20)%

Market Cap

USD 44.40B

Volume

0.37M

Analyst Target

USD 151.89
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Ameriprise Financial, Inc., together with its subsidiaries, provides various financial products and services to individual and institutional clients in the United States and internationally. It operates through four segments: Advice & Wealth Management, Asset Management, Retirement & Protection Solutions, and Corporate & Other. 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 networks, direct retail, and its institutional sales force under the Columbia Threadneedle Investments brand name. This segment 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. The company was formerly known as American Express Financial Corporation and changed its name to Ameriprise Financial, Inc. in September 2005. Ameriprise Financial, Inc. was founded in 1894 and is headquartered in Minneapolis, Minnesota. Address: 1099 Ameriprise Financial Center, Minneapolis, MN, United States, 55474

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-18 )

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ETFs Containing AMP

BFIN:CA Brompton North American F.. 5.52 % 0.96 %

+0.14 (+0.00%)

CAD 0.05B
RUD-U:CA RBC Quant U.S. Dividend L.. 2.92 % 0.00 %

+0.13 (+0.00%)

N/A
FLCG Federated Hermes ETF Trus.. 2.50 % 0.00 %

-0.06 (0.00%)

N/A
FLCV Federated Hermes ETF Trus.. 2.50 % 0.00 %

N/A

N/A
FLCC Federated Hermes ETF Trus.. 2.04 % 0.00 %

N/A

N/A
JHMM John Hancock Multifactor .. 0.50 % 0.44 %

-0.08 (0.00%)

USD 3.79B
MUMC-B:CA Manulife Multifactor U.S... 0.50 % 0.00 %

+0.07 (+0.00%)

CAD 0.05B
MUMC:CA Manulife Multifactor U.S... 0.50 % 0.55 %

N/A

CAD 8.67M
DVP 0.00 % 0.48 %

N/A

N/A
FBU:CA 0.00 % 0.84 %

N/A

N/A
IWP iShares Russell Mid-Cap G.. 0.00 % 0.24 %

-0.19 (0.00%)

USD 14.02B
IMFC 0.00 % 0.11 %

N/A

N/A
RUD:CA RBC Quant US Dividend Lea.. 0.00 % 0.43 %

+0.03 (+0.00%)

CAD 0.57B
EL4C:F Deka STOXX Europe Strong .. 0.00 % 0.00 %

+0.18 (+0.00%)

N/A
RUE-U:CA 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Asset Management) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 18.82% 89% A- 81% B-
Dividend Return 1.13% 6% D- 27% F
Total Return 19.96% 78% C+ 79% B-
Trailing 12 Months  
Capital Gain 30.82% 95% A 83% B
Dividend Return 1.64% 6% D- 25% F
Total Return 32.46% 89% A- 82% B
Trailing 5 Years  
Capital Gain 209.60% 99% N/A 95% A
Dividend Return 16.45% 9% A- 59% D-
Total Return 226.05% 99% N/A 95% A
Average Annual (5 Year Horizon)  
Capital Gain 31.57% 98% N/A 90% A-
Dividend Return 33.67% 98% N/A 90% A-
Total Return 2.11% 9% A- 46% F
Risk Return Profile  
Volatility (Standard Deviation) 32.26% 13% F 31% F
Risk Adjusted Return 104.37% 100% F 98% N/A
Market Capitalization 44.40B 97% N/A 95% A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector