Caprock Group LLC Boosts Position in Ameriprise Financial, Inc. $AMP

Caprock Group LLC boosted its position in shares of Ameriprise Financial, Inc. (NYSE:AMP) by 37.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 6,496 shares of the financial services provider’s stock after purchasing an additional 1,755 shares during the quarter. Caprock Group LLC’s holdings in Ameriprise Financial were worth $3,185,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of the company. Holos Integrated Wealth LLC purchased a new stake in shares of Ameriprise Financial in the fourth quarter valued at $30,000. Redmont Wealth Advisors LLC purchased a new stake in shares of Ameriprise Financial in the third quarter valued at $32,000. WFA of San Diego LLC purchased a new stake in shares of Ameriprise Financial in the second quarter valued at $36,000. Salomon & Ludwin LLC lifted its position in shares of Ameriprise Financial by 76.8% in the third quarter. Salomon & Ludwin LLC now owns 99 shares of the financial services provider’s stock valued at $49,000 after acquiring an additional 43 shares in the last quarter. Finally, Corundum Trust Company INC purchased a new stake in shares of Ameriprise Financial in the third quarter valued at $49,000. 83.95% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on AMP. Morgan Stanley reduced their price objective on Ameriprise Financial from $485.00 to $452.00 and set an “underweight” rating on the stock in a research report on Friday, April 10th. BMO Capital Markets restated a “market perform” rating on shares of Ameriprise Financial in a research report on Tuesday, March 3rd. Weiss Ratings restated a “buy (b-)” rating on shares of Ameriprise Financial in a research report on Monday, December 29th. Raymond James Financial set a $582.00 price objective on Ameriprise Financial and gave the company a “strong-buy” rating in a research report on Wednesday, February 11th. Finally, Keefe, Bruyette & Woods began coverage on Ameriprise Financial in a research report on Friday, April 10th. They issued a “hold” rating on the stock. One investment analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Ameriprise Financial presently has an average rating of “Hold” and an average target price of $544.22.

Ameriprise Financial Stock Performance

NYSE AMP opened at $459.69 on Friday. The business’s 50-day moving average price is $454.74 and its 200 day moving average price is $474.78. Ameriprise Financial, Inc. has a twelve month low of $422.37 and a twelve month high of $550.18. The company has a market capitalization of $41.91 billion, a PE ratio of 12.64, a price-to-earnings-growth ratio of 1.15 and a beta of 1.27. The company has a current ratio of 0.68, a quick ratio of 0.68 and a debt-to-equity ratio of 0.86.

Ameriprise Financial (NYSE:AMP) last released its earnings results on Thursday, April 23rd. The financial services provider reported $11.26 earnings per share for the quarter, topping the consensus estimate of $10.21 by $1.05. Ameriprise Financial had a return on equity of 63.04% and a net margin of 19.28%.The firm had revenue of $4.77 billion for the quarter, compared to the consensus estimate of $4.82 billion. During the same period in the prior year, the business posted $9.50 earnings per share. The firm’s revenue for the quarter was up 9.7% compared to the same quarter last year. On average, research analysts predict that Ameriprise Financial, Inc. will post 41.06 earnings per share for the current year.

Ameriprise Financial Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 22nd. Investors of record on Monday, May 4th will be given a dividend of $1.70 per share. This represents a $6.80 annualized dividend and a yield of 1.5%. This is a boost from Ameriprise Financial’s previous quarterly dividend of $1.60. The ex-dividend date is Monday, May 4th. Ameriprise Financial’s dividend payout ratio (DPR) is currently 17.60%.

Key Ameriprise Financial News

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

• Positive Sentiment: Q1 EPS materially beat expectations (reported $11.26 vs. ~ $10.20–$10.60 consensus), signaling strong profitability and driving investor interest. Ameriprise Financial Services (AMP) Tops Q1 Earnings and Revenue Estimates
• Positive Sentiment: The board approved a 6% increase in the regular quarterly dividend to $1.70 per share (payable May 22), which supports income investors and signals confidence in cash flow. Ameriprise Financial Increases Regular Quarterly Dividend 6 Percent
• Positive Sentiment: Media coverage highlighting client satisfaction and Ameriprise’s charitable work frames the business as undervalued relative to service quality and long-term client retention — a supportive narrative for investors looking past short-term noise. Ameriprise Charitable Honors And Client Satisfaction Contrast With Undervalued Shares
• Neutral Sentiment: Company press release and slide deck provide full Q1 detail: strong margins and ROE (net margin ~19.3%, ROE ~63%), but mixed top-line signals — useful for analysts and investors digging into segment performance. View Press Release
• Neutral Sentiment: Analyst consensus remains conservative (consensus rating noted as “Hold”), suggesting limited near-term upside from analyst revisions despite the EPS beat. Ameriprise Financial, Inc. (NYSE:AMP) Receives Consensus Rating of “Hold” from Analysts
• Negative Sentiment: Revenue missed some analyst estimates (reported ~$4.77B vs. ~ $4.82B consensus in some reports), which likely drove profit-taking and caution among investors focused on growth and AUM-related fees. Compared to Estimates, Ameriprise (AMP) Q1 Earnings: A Look at Key Metrics

Insider Buying and Selling

In related news, insider Gumer Alvero sold 4,658 shares of the stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $542.88, for a total transaction of $2,528,735.04. Following the transaction, the insider directly owned 4,621 shares in the company, valued at approximately $2,508,648.48. This represents a 50.20% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CFO Walter Stanley Berman sold 7,000 shares of the stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $544.22, for a total value of $3,809,540.00. Following the transaction, the chief financial officer owned 5,609 shares in the company, valued at $3,052,529.98. This trade represents a 55.52% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 16,658 shares of company stock worth $8,998,675. 0.60% 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.