Overview
Ameriprise Financial, Inc., based in the United States, is a prominent player in the financial services industry. The company specializes in a diverse array of financial planning services including wealth management, asset management, insurance, annuities, and estate planning. Ameriprise is recognized for its tailored approach to financial advising, focusing on comprehensive financial planning to help individuals and corporations alike achieve their financial goals. Key projects and initiatives undertaken by Ameriprice often revolve around enhancing their client service platforms, expanding their investment product offerings, and strategic acquisitions aimed at broadening their market base and capabilities, such as the notable acquisition of BMO’s EMEA asset management business which significantly boosted its international footprint.
Basic Stats
The share price of Ameriprise Financial, Inc. as of 5 September 2025 is US$488.70 / share. This is a decrease of -5.55% from the prior week. The market cap (or net worth) of Ameriprise Financial, Inc. as of 5 September 2025 is US$48,317.55 MM.
The Factor Analysis chart (below right) shows a view of Ameriprise Financial, Inc. from a variety of lenses. Each factor shows how well the company ranks against all other companies in the Fintel global investing universe. Factor scores range from zero to 100, with 100 being most desirable, and 50 being average.
For example, a company with a Value Score of 100 would be the most undervalued company in our database. A company with a Value Score of zero would be the most overvalued.
| Market Cap | 48,317.55 MM |
| EV | 43,866.55 MM |
| Shares Out. | 94.41 MM |
| Earnings Date | |
| EPS (TTM) | 34.16 |
| Dividend Yield | 149.28 % |
| Ex-Dividend Date | 2025-08-04 |
| Borrow Rate | |
| Short Shares Avail. | |
| Short Interest | |
| Short Float | |
| Days to Cover | |
| Risk Free Rate | 4.17 % |
| Price Change (1 yr) | 17.46 % |
| Volatility (1 yr) | 0.29 |
| Beta | 1.45 |
| Sharpe Ratio (1 yr) | 0.46 |
| Sortino Ratio (1 yr) | 0.74 |
| PE Ratio | 14.98 |
| Price/Book | 7.94 |
| Price/TBV | 7.94 |
| Book/Market | 0.13 |
| EBIT/EV | 0.09 |
| EBIT(3yr avg)/EV | 0.08 |
| ROA | 0.02 |
| ROE | 0.65 |
| ROIC | 0.34 |
| CROIC | 0.08 |
| OCROIC | 0.72 |
| Implied Volatility | |
| Put/Call OI Ratio |
| Growth | 68.38 /100 |
| Profitability | 94.40 /100 |
| Quality Score | 86.85 /100 |
| Value Score | 81.09 /100 |
| Momentum Score | 40.00 /100 |
| Stability (Low Vol) Score | 75.16 /100 |
| Analyst Sentiment | 35.65 /100 |
| Fund Sentiment | 37.11 /100 |
| Insider Sentiment | |
| Officer Sentiment | |
| Dividend Score | |
| QVM Score | |
| Piotroski F-SCORE | 7.00 /9 |
Factor Scores range from 0 to 100, with 100 being most desirable. Larger circles are better. In situations where we have no data (e.g. no insider trades), we plot the score at 50 to avoid penalizing companies. However, a company that does not pay dividends will get a Dividend Score of Zero. Additionally, we inverted volatility to create a "stability" metric which is better when higher.
Price Target
The average one-year price target for Ameriprise Financial, Inc. is US$567.19. The forecasts range from a low of US$435.89 to a high of US$678.69. A stock’s price target is the price at which analysts consider it fairly valued with respect to its projected earnings and historical earnings. Analysts typically set price targets that correspond to their buy or sell recommendations.
Update Frequency: Monthly
Stock Upgrades/Downgrades
This card shows analyst upgrades/downgrades for Ameriprise Financial, Inc.. An analyst rating is a classification that gives investors a sense of analyst sentiment about the direction and performance of an equity - usually a stock - over a period of time, typically 12 months.
The standard analyst ratings are generally as follows:
- Buy/Overweight/Outperform - Any of these ratings conveys an analyst’s belief that the stock is likely to outperform a market index (e.g. the S&P 500).
- Hold/Equal-Weight/Market Perform - Any of these ratings conveys an analyst’s belief that the stock is likely to perform in line with a market index.
- Sell/Underweight/Underperform - Any of these ratings suggest that an analyst believes the stock is likely to underperform a market index.
When an analyst upgrades a stock, they are signaling that the company’s fundamentals are being undervalued by investors. It could also mean they believe the market is underestimating the company’s potential. The opposite is true when a stock receives a downgrade.
The average rating of each individual analyst’s rating is the consensus rating for a stock. This gives investors a broader sense of the overall sentiment for that stock.
| Date | Analyst | Prior | Latest Recommendation |
Action |
|---|---|---|---|---|
| 2024-07-09 | UBS | Buy | Buy | Maintains |
| 2024-07-08 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2024-06-28 | Jefferies | Buy | Buy | Maintains |
| 2024-06-28 | Piper Sandler | Underweight | Underweight | Maintains |
| 2024-05-06 | Argus Research | Buy | Buy | Maintains |
| 2024-04-24 | RBC Capital | Outperform | Outperform | Maintains |
| 2024-04-11 | Evercore ISI Group | In-Line | In-Line | Maintains |
| 2024-04-10 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2024-04-09 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2024-04-05 | Piper Sandler | Underweight | Underweight | Maintains |
| 2024-03-27 | Goldman Sachs | Buy | Buy | Maintains |
| 2024-03-21 | Raymond James | Market Perform | Initiate | |
| 2024-01-30 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2024-01-29 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2024-01-26 | RBC Capital | Outperform | Outperform | Maintains |
| 2024-01-25 | UBS | Buy | Buy | Maintains |
| 2024-01-22 | RBC Capital | Outperform | Outperform | Maintains |
| 2024-01-09 | UBS | Buy | Buy | Maintains |
| 2024-01-04 | Evercore ISI Group | Outperform | In-Line | Downgrade |
| 2024-01-03 | Goldman Sachs | Neutral | Buy | Upgrade |
| 2023-11-15 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2023-10-31 | RBC Capital | Outperform | Outperform | Reiterate |
| 2023-08-18 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2023-08-02 | Morgan Stanley | Equal-Weight | Equal-Weight | Reiterate |
| 2023-08-01 | RBC Capital | Outperform | Outperform | Maintains |
| 2023-07-27 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2023-06-09 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2023-06-02 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2023-04-27 | RBC Capital | Outperform | Maintains | |
| 2023-04-12 | Morgan Stanley | Equal-Weight | Maintains | |
| 2023-02-01 | Credit Suisse | Outperform | Maintains | |
| 2023-01-31 | Keefe, Bruyette & Woods | Market Perform | Maintains | |
| 2023-01-10 | Morgan Stanley | Equal-Weight | Maintains | |
| 2023-01-09 | UBS | Buy | Maintains | |
| 2022-12-19 | Keefe, Bruyette & Woods | Outperform | Market Perform | Downgrade |
| 2022-11-23 | Goldman Sachs | Neutral | Maintains | |
| 2022-11-17 | Morgan Stanley | Equal-Weight | Maintains | |
| 2022-10-28 | RBC Capital | Outperform | Maintains | |
| 2022-10-26 | Morgan Stanley | Equal-Weight | Maintains | |
| 2022-10-07 | Piper Sandler | Underweight | Maintains | |
| 2022-09-07 | B of A Securities | Buy | Initiate | |
| 2022-08-17 | Morgan Stanley | Equal-Weight | Maintains | |
| 2022-07-27 | Morgan Stanley | Equal-Weight | Maintains | |
| 2022-07-15 | Piper Sandler | Underweight | Maintains | |
| 2022-07-08 | Piper Sandler | Underweight | Maintains | |
| 2022-07-06 | Evercore ISI Group | Outperform | Maintains | |
| 2022-07-06 | Morgan Stanley | Equal-Weight | Maintains | |
| 2022-06-24 | Goldman Sachs | Buy | Neutral | Downgrade |
| 2022-06-16 | Piper Sandler | Underweight | Maintains | |
| 2022-05-27 | Piper Sandler | Underweight | Maintains | |
| 2022-04-28 | RBC Capital | Outperform | Maintains | |
| 2022-04-26 | UBS | Buy | Maintains | |
| 2022-04-26 | Morgan Stanley | Equal-Weight | Maintains | |
| 2022-04-08 | Morgan Stanley | Equal-Weight | Maintains | |
| 2022-04-06 | Piper Sandler | Neutral | Underweight | Downgrade |
| 2022-04-04 | Jefferies | Buy | Maintains | |
| 2022-03-01 | Piper Sandler | Overweight | Neutral | Downgrade |
| 2022-02-22 | Morgan Stanley | Equal-Weight | Maintains | |
| 2022-01-27 | Morgan Stanley | Equal-Weight | Maintains | |
| 2022-01-26 | Jefferies | Buy | Initiate | |
| 2022-01-07 | Morgan Stanley | Equal-Weight | Maintains | |
| 2022-01-05 | Evercore ISI Group | In-Line | Outperform | Upgrade |
| 2022-01-04 | UBS | Buy | Maintains | |
| 2022-01-04 | Goldman Sachs | Buy | Maintains | |
| 2021-11-18 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-11-02 | Credit Suisse | Outperform | Maintains | |
| 2021-10-29 | RBC Capital | Outperform | Maintains | |
| 2021-10-27 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-10-14 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-10-12 | Wolfe Research | Outperform | Initiate | |
| 2021-07-27 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-07-15 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-07-08 | UBS | Buy | Maintains | |
| 2021-06-21 | Citigroup | Buy | Maintains | |
| 2021-05-19 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-04-28 | RBC Capital | Outperform | Maintains | |
| 2021-04-27 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-04-12 | Barclays | Overweight | Maintains | |
| 2021-04-01 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-03-26 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-02-25 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-01-29 | RBC Capital | Outperform | Maintains | |
| 2021-01-28 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-01-15 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-11-25 | Credit Suisse | Outperform | Maintains | |
| 2020-11-18 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-10-29 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-10-07 | Piper Sandler | Overweight | Maintains | |
| 2020-10-06 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-09-28 | Credit Suisse | Outperform | Maintains | |
| 2020-08-20 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-08-13 | Piper Sandler | Overweight | Maintains | |
| 2020-08-13 | Barclays | Overweight | Initiate | |
| 2020-07-30 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-07-06 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-06-25 | Goldman Sachs | Neutral | Buy | Upgrade |
| 2020-06-22 | Credit Suisse | Outperform | Maintains | |
| 2020-05-15 | UBS | Buy | Maintains | |
| 2020-05-13 | CFRA | Buy | Maintains | |
| 2020-05-07 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-04-16 | Credit Suisse | Outperform | Maintains | |
| 2020-04-03 | Piper Sandler | Overweight | Maintains | |
| 2020-03-17 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-03-10 | Piper Sandler | Overweight | Maintains | |
| 2020-02-03 | CFRA | Buy | Maintains | |
| 2020-01-31 | RBC Capital | Outperform | Maintains | |
| 2020-01-07 | Morgan Stanley | Overweight | Equal-Weight | Downgrade |
| 2020-01-03 | RBC Capital | Sector Perform | Outperform | Upgrade |
| 2019-11-11 | Barclays | Overweight | Maintains | |
| 2019-09-13 | Citigroup | Buy | Maintains | |
| 2019-08-20 | Morgan Stanley | Overweight | Maintains | |
| 2019-07-25 | Morgan Stanley | Overweight | Maintains | |
| 2019-07-12 | UBS | Buy | Maintains | |
| 2019-07-10 | Morgan Stanley | Overweight | Maintains | |
| 2019-07-05 | Argus Research | Buy | Initiate | |
| 2019-05-13 | Credit Suisse | Neutral | Outperform | Upgrade |
| 2019-04-25 | UBS | Buy | Buy | Maintains |
| 2019-04-25 | Barclays | Overweight | Overweight | Maintains |
| 2019-04-09 | UBS | Buy | Buy | Maintains |
| 2019-04-01 | Barclays | Overweight | Overweight | Maintains |
| 2019-01-11 | Morgan Stanley | Overweight | Overweight | Maintains |
| 2019-01-09 | Barclays | Equal-Weight | Overweight | Upgrade |
| 2018-11-13 | Morgan Stanley | Overweight | Overweight | Maintains |
| 2018-10-24 | UBS | Buy | Buy | Maintains |
| 2018-08-17 | Credit Suisse | Neutral | Neutral | Maintains |
| 2018-07-25 | Morgan Stanley | Overweight | Overweight | Maintains |
| 2018-07-09 | Barclays | Equal-Weight | Equal-Weight | Maintains |
| 2018-04-25 | Credit Suisse | Neutral | Initiate | |
| 2018-04-05 | Morgan Stanley | Overweight | Overweight | Maintains |
| 2018-03-02 | UBS | Buy | Initiate | |
| 2018-03-02 | Evercore ISI Group | Outperform | In-Line | Downgrade |
| 2018-01-25 | Morgan Stanley | Overweight | Overweight | Maintains |
| 2017-11-13 | Morgan Stanley | Overweight | Maintains | |
| 2017-10-26 | SunTrust Robinson Humphrey | Hold | Maintains | |
| 2017-10-05 | Morgan Stanley | Overweight | Maintains | |
| 2017-08-11 | Barclays | Equal-Weight | Maintains | |
| 2017-07-26 | Morgan Stanley | Overweight | Maintains | |
| 2017-06-30 | RBC Capital | Sector Perform | Sector Perform | Initiate |
| 2017-03-02 | William Blair | Outperform | Initiate | |
| 2017-01-26 | Citigroup | Buy | Initiate | |
| 2017-01-09 | Credit Suisse | Neutral | Outperform | Upgrade |
| 2016-12-19 | SunTrust Robinson Humphrey | Buy | Hold | Downgrade |
| 2016-10-14 | Deutsche Bank | Buy | Hold | Downgrade |
| 2016-10-07 | Credit Suisse | Neutral | Initiate | |
| 2016-07-28 | Deutsche Bank | Buy | Maintains | |
| 2016-07-25 | RBC Capital | Outperform | Sector Perform | Downgrade |
| 2016-07-07 | Deutsche Bank | Buy | Maintains | |
| 2016-04-06 | Citigroup | Neutral | Maintains | |
| 2016-03-23 | SunTrust Robinson Humphrey | Buy | Initiate | |
| 2016-01-29 | Barclays | Equal-Weight | Maintains | |
| 2016-01-28 | Barclays | Equal-Weight | Maintains | |
| 2016-01-14 | Deutsche Bank | Buy | Maintains | |
| 2016-01-13 | Wells Fargo | Outperform | Market Perform | Downgrade |
| 2016-01-11 | Credit Suisse | Neutral | Outperform | Upgrade |
| 2015-10-23 | Deutsche Bank | Buy | Maintains | |
| 2015-10-22 | Barclays | Equal-Weight | Maintains | |
| 2015-10-12 | Keefe Bruyette & Woods | Outperform | Maintains | |
| 2015-07-14 | Keefe Bruyette & Woods | Outperform | Maintains | |
| 2015-07-10 | Goldman Sachs | Buy | Neutral | Downgrade |
| 2015-04-23 | Barclays | Equal-Weight | Maintains | |
| 2015-04-15 | Morgan Stanley | Equal-Weight | Overweight | Upgrade |
| 2015-02-02 | Deutsche Bank | Buy | Maintains | |
| 2015-01-13 | Deutsche Bank | Buy | Initiate | |
| 2015-01-08 | Barclays | Equal-Weight | Maintains | |
| 2014-10-13 | Sterne Agee | Neutral | Maintains | |
| 2014-08-11 | Morgan Stanley | Overweight | Equal-Weight | Downgrade |
| 2014-07-31 | Citigroup | Neutral | Maintains | |
| 2014-07-30 | UBS | Buy | Maintains | |
| 2014-07-30 | Barclays | Equal-Weight | Maintains | |
| 2014-07-30 | Credit Suisse | Neutral | Maintains | |
| 2014-07-17 | Sterne Agee | Neutral | Maintains | |
| 2014-07-09 | Citigroup | Neutral | Maintains | |
| 2014-04-07 | Citigroup | Neutral | Maintains | |
| 2014-04-02 | Morgan Stanley | Equal-Weight | Overweight | Upgrade |
| 2013-09-04 | Barclays | Overweight | Equal-Weight | Downgrade |
| 2013-07-25 | Barclays | Overweight | Maintains | |
| 2013-07-25 | UBS | Buy | Maintains | |
| 2013-04-23 | Credit Suisse | Neutral | Maintains | |
| 2013-04-19 | Citigroup | Buy | Initiate | |
| 2013-01-31 | UBS | Buy | Maintains | |
| 2013-01-08 | Credit Suisse | Outperform | Neutral | Downgrade |
| 2013-01-03 | Barclays | Overweight | Maintains | |
| 2012-09-21 | UBS | Buy | Maintains | |
| 2012-07-18 | UBS | Buy | Initiate | |
| 2012-07-02 | Barclays | Overweight | Maintains | |
| 2012-04-24 | Sterne Agee | Neutral | Maintains | |
| 2025-07-03 | Piper Sandler | Underweight | Underweight | Maintains |
| 2024-10-11 | RBC Capital | Outperform | Outperform | Maintains |
| 2024-07-30 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2024-07-30 | RBC Capital | Outperform | Outperform | Maintains |
| 2025-04-29 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2025-04-29 | RBC Capital | Outperform | Outperform | Maintains |
| 2024-10-29 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2025-01-27 | RBC Capital | Outperform | Outperform | Reiterate |
| 2024-10-25 | RBC Capital | Outperform | Outperform | Maintains |
| 2024-07-29 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2024-10-17 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2024-10-08 | UBS | Buy | Buy | Maintains |
| 2025-02-03 | RBC Capital | Outperform | Outperform | Reiterate |
| 2025-02-03 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2025-01-06 | UBS | Buy | Neutral | Downgrade |
| 2025-03-04 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2025-01-10 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2025-01-31 | Piper Sandler | Underweight | Underweight | Maintains |
| 2025-07-09 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2025-07-30 | RBC Capital | Outperform | Outperform | Maintains |
| 2025-05-07 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2025-07-25 | William Blair | Outperform | Market Perform | Downgrade |
| 2025-04-09 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2025-07-25 | Raymond James | Strong Buy | Strong Buy | Maintains |
| 2025-07-10 | RBC Capital | Outperform | Outperform | Maintains |
| 2025-07-15 | Morgan Stanley | Equal-Weight | Underweight | Downgrade |
