Is Ameriprise Financial Stock a Good Investment?
Ameriprise Financial Investment Advice | AMP |
- Examine Ameriprise Financial's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Ameriprise Financial's leadership team and their track record. Good management can help Ameriprise Financial navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Asset Management & Custody Banks space and any emerging trends that could impact Ameriprise Financial's business and its evolving consumer preferences.
- Compare Ameriprise Financial's performance and market position to its competitors. Analyze how Ameriprise Financial is positioned in terms of product offerings, innovation, and market share.
- Check if Ameriprise Financial pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Ameriprise Financial's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Ameriprise Financial stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Ameriprise Financial is a good investment.
Sell | Buy |
Strong Buy
Market Performance | Solid | Details | |
Volatility | Very steady | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Actively responds to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Ameriprise Financial Stock
Researching Ameriprise Financial's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 89.0% of the company shares are held by institutions such as insurance companies. The company has Price/Earnings To Growth (PEG) ratio of 1.09. Ameriprise Financial recorded earning per share (EPS) of 26.16. The entity last dividend was issued on the 4th of November 2024. The firm had 2:1 split on the December 28, 2011.
To determine if Ameriprise Financial is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Ameriprise Financial's research are outlined below:
| Ameriprise Financial has a poor financial position based on the latest SEC disclosures | |
| Over 89.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from investing.com: Ameriprise Financials SVP sells 196,041 in stock |
Ameriprise Financial uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Ameriprise Financial. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Ameriprise Financial's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 22nd of April 2024 Upcoming Quarterly Report | View | |
| 24th of July 2024 Next Financial Report | View | |
| 31st of March 2024 Next Fiscal Quarter End | View | |
| 22nd of January 2025 Next Fiscal Year End | View | |
| 31st of December 2023 Last Quarter Report | View | |
| 31st of December 2023 Last Financial Announcement | View |
Earnings surprises can significantly impact Ameriprise Financial's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Ameriprise Financial's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2010-07-28 | 2010-06-30 | 0.77 | 0.86 | 0.09 | 11 | ||
2007-01-25 | 2006-12-31 | 0.85 | 0.95 | 0.1 | 11 | ||
2006-10-24 | 2006-09-30 | 0.8 | 0.9 | 0.1 | 12 | ||
2005-10-24 | 2005-09-30 | 0.61 | 0.73 | 0.12 | 19 | ||
2012-10-24 | 2012-09-30 | 1.19 | 1.32 | 0.13 | 10 | ||
2008-01-24 | 2007-12-31 | 1.03 | 1.16 | 0.13 | 12 | ||
2010-02-03 | 2009-12-31 | 0.76 | 0.9 | 0.14 | 18 | ||
2011-10-26 | 2011-09-30 | 1.2 | 1.04 | -0.16 | 13 |
Know Ameriprise Financial's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Ameriprise Financial is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Ameriprise Financial backward and forwards among themselves. Ameriprise Financial's institutional investor refers to the entity that pools money to purchase Ameriprise Financial's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Ubs Group Ag | 2024-06-30 | 1.3 M | Fmr Inc | 2024-06-30 | 1.2 M | Goldman Sachs Group Inc | 2024-06-30 | 1.1 M | Dimensional Fund Advisors, Inc. | 2024-06-30 | 1.1 M | Bank Of New York Mellon Corp | 2024-06-30 | 1.1 M | Northern Trust Corp | 2024-06-30 | 1.1 M | Royal Bank Of Canada | 2024-06-30 | 926.6 K | Viking Global Investors Lp | 2024-06-30 | 909 K | Amvescap Plc. | 2024-06-30 | 877.9 K | Vanguard Group Inc | 2024-06-30 | 12.6 M | Blackrock Inc | 2024-06-30 | 8.6 M |
Ameriprise Financial's market capitalization trends
The company currently falls under 'Large-Cap' category with a total capitalization of 53.55 B.Market Cap |
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Ameriprise Financial's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.04 | 0.05 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.54 | 0.57 |
Determining Ameriprise Financial's profitability involves analyzing its financial statements and using various financial metrics to determine if Ameriprise Financial is a good buy. For example, gross profit margin measures Ameriprise Financial's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Ameriprise Financial's profitability and make more informed investment decisions.
Evaluate Ameriprise Financial's management efficiency
Ameriprise Financial has Return on Asset of 0.0211 % which means that on every $100 spent on assets, it made $0.0211 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.5675 %, implying that it generated $0.5675 on every 100 dollars invested. Ameriprise Financial's management efficiency ratios could be used to measure how well Ameriprise Financial manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Ameriprise Financial's Return On Capital Employed is relatively stable compared to the past year. As of 11/11/2024, Return On Equity is likely to grow to 0.57, while Return On Tangible Assets are likely to drop 0.01. As of 11/11/2024, Non Current Liabilities Total is likely to grow to about 178.8 B, while Liabilities And Stockholders Equity is likely to drop slightly above 137.7 B.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 44.74 | 29.98 | |
| Tangible Book Value Per Share | 19.07 | 35.17 | |
| Enterprise Value Over EBITDA | (248.95) | (236.51) | |
| Price Book Value Ratio | 8.49 | 8.91 | |
| Enterprise Value Multiple | (248.95) | (236.51) | |
| Price Fair Value | 8.49 | 8.91 | |
| Enterprise Value | 28 B | 16 B |
Ameriprise Financial has shown resilience through effective management strategies. Our analysis examines how these strategies influence financial outcomes and investor returns which helps in understanding the stock's long-term potential.
Dividend Yield 0.0107 | Forward Dividend Yield 0.0107 | Forward Dividend Rate 5.92 | Beta 1.334 |
Basic technical analysis of Ameriprise Stock
As of the 11th of November 2024, Ameriprise Financial shows the risk adjusted performance of 0.2317, and Mean Deviation of 1.01. Ameriprise Financial technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices.Ameriprise Financial's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Ameriprise Financial insiders, such as employees or executives, is commonly permitted as long as it does not rely on Ameriprise Financial's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Ameriprise Financial insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Christopher Williams over six months ago Acquisition by Christopher Williams of tradable shares of Ameriprise Financial subject to Rule 16b-3 | ||
Gumer Alvero over six months ago Disposition of 4235 shares by Gumer Alvero of Ameriprise Financial at 123.37 subject to Rule 16b-3 | ||
John Woerner over a year ago Ameriprise Financial exotic insider transaction detected |
Ameriprise Financial's Outstanding Corporate Bonds
Ameriprise Financial issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Ameriprise Financial uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Ameriprise bonds can be classified according to their maturity, which is the date when Ameriprise Financial has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| US03073EAR62 Corp BondUS03073EAR62 | View | |
| AMERISOURCEBERGEN P 43 Corp BondUS03073EAQ89 | View | |
| AMERISOURCEBERGEN P 345 Corp BondUS03073EAP07 | View | |
| AMERISOURCEBERGEN P 425 Corp BondUS03073EAN58 | View | |
| AMERISOURCEBERGEN P 325 Corp BondUS03073EAM75 | View | |
| AMERISOURCEBERGEN PORATION Corp BondUS03073EAT29 | View | |
| AMP 515 15 MAY 33 Corp BondUS03076CAM82 | View | |
| AMERIPRISE FINL INC Corp BondUS03076CAG15 | View |
Understand Ameriprise Financial's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Ameriprise Financial's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.2317 | |||
| Market Risk Adjusted Performance | 0.3012 | |||
| Mean Deviation | 1.01 | |||
| Semi Deviation | 0.679 | |||
| Downside Deviation | 1.28 | |||
| Coefficient Of Variation | 335.42 | |||
| Standard Deviation | 1.69 | |||
| Variance | 2.87 | |||
| Information Ratio | 0.199 | |||
| Jensen Alpha | 0.2264 | |||
| Total Risk Alpha | 0.1421 | |||
| Sortino Ratio | 0.2637 | |||
| Treynor Ratio | 0.2912 | |||
| Maximum Drawdown | 13.9 | |||
| Value At Risk | (1.66) | |||
| Potential Upside | 2.26 | |||
| Downside Variance | 1.63 | |||
| Semi Variance | 0.461 | |||
| Expected Short fall | (1.19) | |||
| Skewness | 2.79 | |||
| Kurtosis | 17.74 |
| Risk Adjusted Performance | 0.2317 | |||
| Market Risk Adjusted Performance | 0.3012 | |||
| Mean Deviation | 1.01 | |||
| Semi Deviation | 0.679 | |||
| Downside Deviation | 1.28 | |||
| Coefficient Of Variation | 335.42 | |||
| Standard Deviation | 1.69 | |||
| Variance | 2.87 | |||
| Information Ratio | 0.199 | |||
| Jensen Alpha | 0.2264 | |||
| Total Risk Alpha | 0.1421 | |||
| Sortino Ratio | 0.2637 | |||
| Treynor Ratio | 0.2912 | |||
| Maximum Drawdown | 13.9 | |||
| Value At Risk | (1.66) | |||
| Potential Upside | 2.26 | |||
| Downside Variance | 1.63 | |||
| Semi Variance | 0.461 | |||
| Expected Short fall | (1.19) | |||
| Skewness | 2.79 | |||
| Kurtosis | 17.74 |
Consider Ameriprise Financial's intraday indicators
Ameriprise Financial intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Ameriprise Financial stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 4941.86 | |||
| Daily Balance Of Power | 1.426366 | |||
| Rate Of Daily Change | 1.02 | |||
| Day Median Price | 562.51 | |||
| Day Typical Price | 563.01 | |||
| Price Action Indicator | 7.5 | |||
| Period Momentum Indicator | 12.01 | |||
| Relative Strength Index | 79.13 |
Ameriprise Financial Corporate Filings
F4 | 8th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10Q | 1st of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
8K | 23rd of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
13A | 10th of September 2024 An amended filing to the original Schedule 13G | ViewVerify |
Ameriprise Stock media impact
Far too much social signal, news, headlines, and media speculation about Ameriprise Financial that are available to investors today. That information is available publicly through Ameriprise media outlets and privately through word of mouth or via Ameriprise internal channels. However, regardless of the origin, that massive amount of Ameriprise data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Ameriprise Financial news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Ameriprise Financial relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Ameriprise Financial's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Ameriprise Financial alpha.
Ameriprise Financial Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Ameriprise Financial can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Ameriprise Financial Historical Investor Sentiment
Investor biases related to Ameriprise Financial's public news can be used to forecast risks associated with an investment in Ameriprise. The trend in average sentiment can be used to explain how an investor holding Ameriprise can time the market purely based on public headlines and social activities around Ameriprise Financial. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Ameriprise Financial's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Ameriprise Financial and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Ameriprise Financial news discussions. The higher the estimate score, the more favorable the investor's outlook on Ameriprise Financial.
Ameriprise Financial Corporate Directors
| Robert Sharpe | Independent Presiding Director | Profile | |
| Brian Shea | Independent Director | Profile | |
| Dianne Blixt | Independent Director | Profile | |
| Amy DiGeso | Independent Director | Profile |
Already Invested in Ameriprise Financial?
The danger of trading Ameriprise Financial is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Ameriprise Financial is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Ameriprise Financial. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Ameriprise Financial is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Additional Tools for Ameriprise Stock Analysis
When running Ameriprise Financial's price analysis, check to measure Ameriprise Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Ameriprise Financial is operating at the current time. Most of Ameriprise Financial's value examination focuses on studying past and present price action to predict the probability of Ameriprise Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Ameriprise Financial's price. Additionally, you may evaluate how the addition of Ameriprise Financial to your portfolios can decrease your overall portfolio volatility.