greeksoup/ stocks
Stocks / United States / AMP · Investment Advice · NYSE

Ameriprise Financial Inc. (AMP)

Compare with another name

Ameriprise Financial Inc. (AMP) reported revenue of $5.0 billion for Q2 FY2026, the quarter ended 30 June 2026, up 11.6% on the same quarter a year earlier. Net income was $1.1 billion, up 5.0% on the year, and diluted earnings per share $11.98. The figures are the company's own, from the 10-Q it filed with the SEC on 4 August 2026.

Revenue$5.0 billionup 11.6%
Net income$1.1 billionup 5.0%
Diluted EPS$11.98
QuarterQ2 FY2026ended 30 June 2026

Ratios

From the filings

ROE62.0%
ROCE84.6%
Operating margin27.2%
Net margin19.9%
FCF margin40.6%
Interest covern/a
Debt to equity0.56
Cash conversion2.08
Share count, 1 year-6.3%
Sales CAGR, 3 years9.6%
Profit CAGR, 3 years4.2%
EPS, TTM$41.38

At the close of 21 September 2026

Price$535.72
Market cap$47.3 billion
Stock P/E12.95
Price to book7.43
EV / EBITDA6.78
Dividend yield0.6%
Market cap / sales2.39
52-week high$570.68
52-week low$430.40
Price, 1 year9.4%
Price CAGR, 3 years17.1%
Price CAGR, 5 years15.6%

Every figure is arithmetic on the filed lines (hover a name for the formula); the priced ones use the latest daily close, CBOE delayed quotes, daily history, by CBOE, for splits. Debt to equity here stands on the total debt Ameriprise Financial Inc. states in its own filing, at the balance sheet of 31 December 2019, the latest that carries it, with lease liabilities counted separately and never inside it. Nothing here is a valuation or a view.

Price, 17 September 2021 to 21 September 2026

Daily closes from CBOE delayed quotes, daily history, by CBOE, for splits; the last is 21 September 2026. P/E is the close over the trailing four quarters' EPS as filed at each filing date, on the current share count; the dashed line is the median over the range shown. Sales and margin are quarterly revenue and the operating margin from the tables above. EV/EBITDA, price to book and market cap to sales use the latest filed balance sheet and share count at each date. Drawn in your browser; the range and overlay you pick are remembered here only.

The public record on AMP

Filings18 in twelve months: 9 current reports (8-K), about 4 results of operations; 3 officer or director change; 1 other events; 1 regulation fd disclosure; 1 shareholder vote
Planned insider sales13 Form 144 notices in twelve months, $65.9 million; latest 10 August 2026
Options tapeput/call 0.25 by open interest on 23 September 2026; the straddle prices a 5.2% move to 16 October 2026
Holders10 of the followed funds hold it; largest Geode Capital Management; 7 Schedule 13D or 13G filings in twelve months
Insider trading25 sales and 0 purchases on Form 4 in twelve months
Congress2 House trades disclosed in six months
Short interest2.8 million shares short, 7.62 days to cover at 31 August 2026
Documentsthe 10-K, the 10-Qs, the proxy and 4 earnings press releases, each linked

Quarterly results, the last 12 quarters

Q3 FY2023Q4 FY2023Q1 FY2024Q2 FY2024Q3 FY2024Q4 FY2024 *Q1 FY2025Q2 FY2025Q3 FY2025Q4 FY2025 *Q1 FY2026Q2 FY2026
Revenue4,0763,9924,3254,3924,5604,6494,4814,4904,8935,0474,8865,013
Operating income1,2684941,3981,2238081,5008141,4661,2761,3791,2181,515
Operating margin31%12%32%28%18%32%18%33%26%27%25%30%
Pre-tax income1,1174941,2191,0516451,3526871,3511,1741,2921,1441,442
Tax rate22%24%19%21%21%21%15%22%22%22%20%23%
Net income8723779908295111,0715831,0609121,0089151,113
Net margin21%9%23%19%11%23%13%24%19%20%19%22%
Diluted EPS$8.14$3.57$9.46$8.02$5.00$10.57$5.83$10.73$9.33$10.39$9.68$11.98
Operating cash flow9252,1431,4441,7203,0483831,6861,7642,2042,6694592,886
Capital expenditure50.050.052.017.049.058.036.038.044.044.029.037.0
Free cash flow8752,0931,3921,7032,9993251,6501,7262,1602,6254302,849
Buybacks545467628573582665730581701895874779
Dividends paid139136138147145144144152151149148152
Shares outstanding101m100m99m98m97m96m95m94m93m91m90m88m
Filing10-Q10-K10-Q10-Q10-Q10-K10-Q10-Q10-Q10-K10-Q10-Q

* The fourth quarter is the full year less the first three quarters, because the company files the year and not the quarter on its own. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and the share count are as they are. Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Cash flow lines filed year to date are the difference between two filings. Shares outstanding are at the period end where the balance sheet tags them, otherwise the count on the filing's cover page. A derived fourth-quarter EPS is left blank when a split in the year makes the arithmetic meaningless.

Profit and loss, 12 fiscal years and the trailing twelve months

FY2014FY2015 FY2016 FY2017 FY2018FY2019 FY2020 FY2021 FY2022 FY2023FY2024FY2025TTM
Revenue12,29612,20011,83912,18012,92413,10311,95813,38914,34716,09617,92618,91119,839
Operating income2,5752,1721,6312,2622,5732,3681,8903,3623,2583,7954,9294,9355,388
Operating margin20.9%17.8%13.8%18.6%19.9%18.1%15.8%25.1%22.7%23.6%27.5%26.1%27.2%
Pre-tax incomen/an/a1,5912,2142,4842,2321,8314,1853,9313,2344,2674,5045,052
Income tax5454552787343863392977687826788669411,104
Effective tax raten/an/a17.5%33.2%15.5%15.2%16.2%18.4%19.9%21.0%20.3%20.9%21.9%
Net income1,6191,5621,3141,4802,0981,8931,5343,4173,1492,5563,4013,5633,948
Net margin13.2%12.8%11.1%12.2%16.2%14.4%12.8%25.5%21.9%15.9%19.0%18.8%19.9%
Diluted EPS$8.30$8.48$7.81$9.44$14.20$13.92$12.20$23.00$22.51$23.71$33.05$36.28$41.38
Filing10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K

Income statement lines from each year's 10-K, the year linked to its filing; TTM is the sum of the last four quarters. Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Those four are arithmetic on the filed numbers; everything else is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and share counts are as they are. † The year as the company last restated it in a later filing; rest on a figure for the one first filed. EPS is as filed.

Cash flow and capital returned

FY2014FY2015 FY2016 FY2017 FY2018FY2019 FY2020 FY2021 FY2022 FY2023FY2024FY2025TTM
Operating cash flow2,3992,6912,3311,5232,5972,3414,6233,3254,4074,6856,5958,3238,218
Capital expenditure11313392.0162162143147120182184176162154
Free cash flow2,2862,5582,2391,3612,4352,1984,4763,2054,2254,5016,4198,1618,064
Free cash flow margin18.6%21.0%18.9%11.2%18.8%16.8%37.4%23.9%29.4%28.0%35.8%43.2%40.6%
Depreciation and amortisation254248248234198147153144142151142151-53.0
Share-based compensation130145134121144135146152170187193206200
Buybacks1,5771,7411,7071,4851,6301,9431,4412,0301,9782,1272,4482,9073,249
Dividends paid426465479491506504497511534550574596600
Dividend per share$2.26$2.59$2.92$3.24n/an/an/an/an/an/an/an/an/a
Diluted shares, weighted195m184m168m157m148m136m126m120m114m108m103m98m93m
Shares outstanding at period endn/an/an/an/an/an/an/an/an/an/an/an/a88m
Filing10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K

Buybacks and dividends are the cash paid in the year, from the cash flow statement; the dividend per share is as declared. Diluted shares are the weighted average for the year; a falling count is the buybacks net of issuance. TTM sums the last four quarters; the share counts are the latest quarter's.

Balance sheet at year end

FY2014FY2015 FY2016 FY2017 FY2018FY2019 FY2020 FY2021 FY2022 FY2023FY2024FY2025TTM
Total assets148,810145,342139,821147,470137,216151,828165,883177,735158,852175,191181,403190,904197,871
Cash and equivalents2,6382,3572,3185,1445,8836,2138,9039,5698,7558,6209,48911,15811,159
Goodwill1,1541,1371,1041,1751,1581,1671,1761,4581,3891,4101,4011,440n/a
Total debt, as filedn/an/an/an/an/a3,298n/an/an/an/an/an/an/a
Shareholders' equity8,1247,1916,2925,9955,5885,9116,1314,8373,8034,7295,2286,5496,366
Filing10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K

At the fiscal year end; the TTM column is the latest quarter end. A line the company does not tag under the usual name is left out.

Compounded growth

10 years5 years3 yearsTTM
Sales growth, compounded4.5%9.6%9.6%9.1%
Profit growth, compounded8.6%18.4%4.2%22.4%
Return on equity, average46.7%65.4%57.8%54.4%

Compounded growth is the latest fiscal year over the year that many years earlier, annualised; the TTM column is the last four quarters over the four before. Return on equity is net income over shareholders' equity at each year end, averaged over the window (the TTM column is the latest year alone); equity is the parent's shareholders' equity as tagged in the 10-K. Arithmetic on filed numbers, nothing forecast.

Peers: Investment Advice

CompanyMarket capP/EROEOp. marginSales growth
TTM
Debt to equityDiv. yield
Blackstone Inc. BX$95.1 billion28.3439.0%47.2%17.2%1.483.7%
KKR & Co. Inc. KKR$90.5 billionn/a10.2%n/a31.1%2.101.3%
Apollo Global Management, Inc. APO$73.7 billion46.518.9%20.2%41.2%0.651.6%
Ameriprise Financial Inc. AMP$47.3 billion12.9562.0%27.2%9.1%0.560.6%
Ares Management Corp. ARES$39.7 billionn/a16.0%7.5%28.5%n/a3.9%
Price T Rowe Group Inc. TROW$22.3 billion10.5120.2%30.8%7.0%n/a4.9%
Franklin Templeton Inc. BEN$17.1 billion22.886.9%9.7%7.9%0.203.8%
Invesco Ltd. IVZ$13.9 billionn/a-2.5%-7.1%12.2%0.132.7%

The names on this site in the same industry (the SEC's SIC description), by market capitalisation. Each figure is the same arithmetic as the ratio box above, on each company's own filings and latest close.

Filings

FilingPeriodFiledWhere
10-Q30 June 20264 August 2026EDGAR
10-Q31 March 20267 May 2026EDGAR
10-K/A31 December 202512 March 2026EDGAR
10-K31 December 202519 February 2026EDGAR
10-Q30 September 202531 October 2025EDGAR
10-Q30 June 20255 August 2025EDGAR
10-Q31 March 20252 May 2025EDGAR
10-K31 December 202420 February 2025EDGAR
10-Q30 September 20241 November 2024EDGAR
10-Q30 June 20246 August 2024EDGAR

The same record on your computer

GreekSoup is also a free program for your own computer. It reads these same filings for the names you follow, refreshed as they land, with no account. One pasted line installs it.

Install