AMP — Ameriprise Financial Inc

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

Trend Edge Setup Score

Trend Edge rates AMP Bullish with a Setup Score of 0, net conviction 37, actionability 0. How the Setup Score works →

Total Setup Score0
Directional BiasBullish
Net Conviction37
Actionability0 (in range)

Key signals behind this score

About Ameriprise Financial Inc

Ameriprise Financial, Inc., together with its subsidiaries, operates as a diversified financial services company in the United States and internationally. The company offers financial planning and advice services to individual and institutional clients. It operates through Advice & Wealth Management, Asset Management, Retirement & Protection Solutions, Corporate & Other segments. Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$560.28
Market Cap$48.33B
Float88.0M
Shares Outstanding88.3M
P/E (Forward)12.38
P/E (TTM)13.53
Price/Sales (TTM)2.44
vs. Analyst Target+2.5% to analyst PT
Profit Margin19.90%
Operating Margin (TTM)30.72%
Revenue (TTM)$19.84B
Earnings Growth (YoY)11.70%
Dividend Rate6.8%
Analyst Target Price$574.36 (13 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $11.90B $1.53B $11.90B $2.20B
2021 $13.38B $3.42B -$203M $4.47B
2022 $14.26B $3.15B -$274M $4.09B
2023 $15.54B $2.56B -$885M $3.40B
2024 $17.26B $3.40B -$991M $4.44B
2025 $18.91B $3.56B $9.53B $5.04B

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Sep 2025 $4.87B $912M
Dec 2025 $5.05B $1.01B
Mar 2026 $4.89B $915M
Jun 2026 $5.01B $1.11B

Ownership & Float

Insider Ownership0.2%
Institutional Ownership91.7%
Short Float3.3%
% of All Funds Holding15.61%
Number of Funds Holding1,373

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$528.87Near-term / short-term trend
Weekly40-Week SMA$486.62Medium-term trend
Weekly80-Week SMA$491.12Cyclical trend (business cycle)
Weekly200-Week SMA$432.92Secular trend (multi-year)
Monthly10-Month SMA$487.32Near-term monthly trend
Monthly20-Month SMA$496.45Medium-term monthly trend
Monthly40-Month SMA$452.44Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$460.00 support 1.00x 0 months ago
$431.00 support 1.13x 3 months ago
$575.00 resistance 1.03x 19 months ago

Historical Earnings Reactions (84 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.67% 0.75% 59.52% 14.33% -7.16%
1 Day 0.59% 1.19% 57.14% 13.47% -12.80%
1 Week 1.55% 1.88% 59.52% 14.28% -10.77%
2 Weeks 2.09% 2.89% 67.86% 23.15% -16.29%
1 Month 2.38% 2.67% 61.45% 48.76% -34.13%

Next earnings: October 29, 2026 (63 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan1.6%61.9%21
Feb0.0%52.4%21
Mar0.4%47.6%21
Apr2.4%57.1%21
May1.0%47.6%21
Jun-1.4%52.4%21
Jul4.8%71.4%21
Aug-0.1%55.0%20
Sep1.1%50.0%20
Oct1.7%66.7%21
Nov5.1%76.2%21
Dec1.8%66.7%21

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.01% 51.4% 988
Tuesday 0.10% 51.3% 1081
Wednesday 0.16% 53.8% 1081
Thursday 0.06% 52.1% 1060
Friday 0.09% 52.9% 1056

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 91.7%

Insider Transactions — Smart Summary

Total insider ownership: 0.2%

12-Month Insider Activity Summary

Total Filings16
Net Value-$87.6M
Net Shares Change-83,063
% of Float-0.1%
C-Suite Filings14
Clusters Detected2

Key Insiders

NameTitleNet ValueFilingsActivity
CRACCHIOLO JAMES M CHAIRMAN AND CEO -$46.7M 2 2 sell
Berman Walter Stanley EXECUTIVE VP AND CFO -$16.2M 2 2 sell
Williams William Jerryl Pres, Wealth Mgmt Advisor Grp -$11.2M 1 1 sell
Alvero Gumer PRESIDENT-INSURANCE&ANNUITIES -$4.0M 1 1 sell
Smyth Gerard P. EVP & Hd. of Tech. & Serv. Del -$3.3M 1 1 sell
TRUSCOTT WILLIAM F CEO, GLOBAL ASSET MANAGEMENT -$2.7M 1 1 sell
McGraw Deirdre Davey EVP Mktg, Strat. & Comms. -$1.9M 1 1 sell
Brockman Dawn M. SVP AND CONTROLLER -$263,815.007 1 1 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2026-01-28 – 2026-02-11 6 4 -$35.0M 6 C-suite
2026-07-29 – 2026-08-12 5 5 -$45.9M 5 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-07-29 Williams William Jerryl Pres, Wealth Mgmt Advisor Grp -$11.2M Transaction at $410.61, now +36.5%
2026-08-10 McGraw Deirdre Davey EVP Mktg, Strat. & Comms. -$1.9M Transaction at $445.60, now +25.7%
2026-07-30 CRACCHIOLO JAMES M CHAIRMAN AND CEO -$20.1M Transaction at $418.89, now +33.8%
2026-07-30 Berman Walter Stanley EXECUTIVE VP AND CFO -$12.4M Transaction at $429.08, now +30.6%
2026-08-12 Brockman Dawn M. SVP AND CONTROLLER -$263,815.007 Transaction at $558.93, now +0.2%
2026-05-18 Smyth Gerard P. EVP & Hd. of Tech. & Serv. Del -$3.3M Transaction at $369.72, now +51.5%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Ameriprise Financial Inc (AMP) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for AMP on Trend Edge →