Welch & Forbes LLC Decreases Stock Holdings in Ameriprise Financial, Inc. $AMP

Welch & Forbes LLC reduced its holdings in Ameriprise Financial, Inc. (NYSE:AMP) by 0.6% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 174,884 shares of the financial services provider’s stock after selling 1,069 shares during the period. Welch & Forbes LLC owned approximately 0.19% of Ameriprise Financial worth $85,912,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently made changes to their positions in AMP. Linden Thomas Advisory Services LLC boosted its holdings in shares of Ameriprise Financial by 0.5% in the 2nd quarter. Linden Thomas Advisory Services LLC now owns 4,096 shares of the financial services provider’s stock worth $2,186,000 after purchasing an additional 20 shares during the period. Pinnacle Wealth Management Advisory Group LLC boosted its stake in Ameriprise Financial by 2.9% during the second quarter. Pinnacle Wealth Management Advisory Group LLC now owns 733 shares of the financial services provider’s stock worth $391,000 after buying an additional 21 shares during the period. CreativeOne Wealth LLC increased its position in Ameriprise Financial by 2.3% during the second quarter. CreativeOne Wealth LLC now owns 932 shares of the financial services provider’s stock valued at $497,000 after acquiring an additional 21 shares during the last quarter. Rexford Capital Inc. raised its stake in shares of Ameriprise Financial by 20.6% in the third quarter. Rexford Capital Inc. now owns 123 shares of the financial services provider’s stock valued at $60,000 after acquiring an additional 21 shares during the period. Finally, Mutual Advisors LLC lifted its holdings in shares of Ameriprise Financial by 4.5% in the 2nd quarter. Mutual Advisors LLC now owns 511 shares of the financial services provider’s stock worth $266,000 after acquiring an additional 22 shares during the last quarter. 83.95% of the stock is currently owned by hedge funds and other institutional investors.

Ameriprise Financial Trading Up 1.1%

NYSE:AMP opened at $527.09 on Friday. The firm has a 50-day simple moving average of $491.17 and a 200-day simple moving average of $492.19. Ameriprise Financial, Inc. has a one year low of $396.14 and a one year high of $552.43. The firm has a market cap of $48.97 billion, a P/E ratio of 14.50, a P/E/G ratio of 1.34 and a beta of 1.26. The company has a debt-to-equity ratio of 0.86, a quick ratio of 0.68 and a current ratio of 0.68.

Ameriprise Financial (NYSE:AMP) last released its quarterly earnings data on Thursday, January 29th. The financial services provider reported $10.83 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $10.33 by $0.50. The firm had revenue of $4.90 billion for the quarter, compared to the consensus estimate of $4.75 billion. Ameriprise Financial had a net margin of 19.28% and a return on equity of 63.04%. The company’s quarterly revenue was up 10.2% on a year-over-year basis. During the same period last year, the firm earned $9.54 earnings per share. Equities analysts anticipate that Ameriprise Financial, Inc. will post 38.64 EPS for the current fiscal year.

Ameriprise Financial Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Monday, February 9th will be given a $1.60 dividend. This represents a $6.40 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Monday, February 9th. Ameriprise Financial’s payout ratio is presently 17.60%.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on the stock. Morgan Stanley upped their price target on shares of Ameriprise Financial from $484.00 to $485.00 and gave the company an “underweight” rating in a report on Monday, December 22nd. BMO Capital Markets assumed coverage on Ameriprise Financial in a research note on Friday, October 3rd. They set a “market perform” rating and a $525.00 price target for the company. Keefe, Bruyette & Woods cut their price objective on Ameriprise Financial from $550.00 to $530.00 and set a “market perform” rating on the stock in a research report on Monday, November 3rd. Royal Bank Of Canada decreased their target price on Ameriprise Financial from $601.00 to $550.00 and set an “outperform” rating for the company in a research report on Monday, November 3rd. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of Ameriprise Financial in a report on Monday, December 29th. One research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $540.75.

Ameriprise Financial News Roundup

Here are the key news stories impacting Ameriprise Financial this week:

• Positive Sentiment: Q4 earnings and revenue beat — Ameriprise reported adjusted EPS of $10.83 and revenue of $4.90B, both topping estimates, with record fee‑generating client assets (AUM/AUA) cited as a driver of revenue and profit growth; this is the main catalyst lifting the stock. Ameriprise Financial Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Record client assets and improved margins — Management said client assets hit a record (reported as ~$1.7T) and highlighted expense discipline and margin strength, reinforcing earnings durability and growth potential. Reuters: Profit rises as client assets hit record
• Positive Sentiment: Dividend declared — Board approved a $1.60 quarterly dividend (ex-dividend Feb 9, payable Feb 27), supporting income investors and signaling confidence in cash flow. Dividend press release
• Neutral Sentiment: Analyst upgrade to neutral — Piper Sandler moved AMP from Underweight to Neutral and raised its price target to $530, reflecting improved fundamentals but stopping short of a Buy, so impact is modest. Benzinga: Piper Sandler upgrade
• Neutral Sentiment: Supporting analyst write‑ups and coverage — Multiple outlets (Zacks, Investing, Seeking Alpha) published earnings analysis and the earnings call transcript/slides are available for deeper diligence; these help investors assess sustainability but are not new catalysts. Zacks earnings coverage
• Negative Sentiment: Limited near-term upside implied by some coverage — Piper Sandler’s $530 target is only marginally above the current price, suggesting limited immediate upside from that shop’s outlook and tempering how much higher the stock may run absent stronger forward guidance. Finviz summary

Insider Buying and Selling at Ameriprise Financial

In related news, Director Robert Francis Sharpe, Jr. sold 1,500 shares of the firm’s stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $450.94, for a total transaction of $676,410.00. Following the sale, the director owned 7,500 shares of the company’s stock, valued at $3,382,050. This trade represents a 16.67% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.73% of the stock is owned by company insiders.

About Ameriprise Financial

Ameriprise Financial, Inc is a diversified financial services company headquartered in Minneapolis, Minnesota. The firm provides a range of advice-based wealth management, asset management and insurance products to individual and institutional clients. Its business model centers on delivering financial planning and investment advice through a network of financial advisors alongside proprietary product offerings designed to meet retirement, protection and accumulation needs.

Core products and services include comprehensive financial planning and advisory services, managed investment portfolios, retirement planning solutions, annuities and life insurance products.