Vanguard Group Inc. Has $6.01 Billion Holdings in Ameriprise Financial, Inc. $AMP

Key Points

• Vanguard Group trimmed its stake by 0.9% and now owns 12,257,034 shares (about 13.19%) of Ameriprise, valued at roughly $6.01 billion at quarter-end.
• Ameriprise reported a Q1 EPS beat ($11.26 vs. $10.21) with revenue up 9.7% year-over-year, though revenue slightly missed estimates and rising expenses were flagged, and the board raised the quarterly dividend to $1.70 (≈6.2% increase).
• Insiders sold about 16,658 shares over the past three months, and analysts remain mixed—consensus is a "Hold" with an average price target of $540.33—indicating cautious sentiment despite the earnings beat.

Vanguard Group Inc. lessened its holdings in shares of Ameriprise Financial, Inc. (NYSE:AMP - Free Report) by 0.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,257,034 shares of the financial services provider's stock after selling 109,130 shares during the quarter. Vanguard Group Inc. owned approximately 13.19% of Ameriprise Financial worth $6,010,114,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. Rexford Capital Inc. lifted its position 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 worth $60,000 after purchasing an additional 21 shares in the last quarter. PFG Investments LLC grew its position in Ameriprise Financial by 1.4% during the fourth quarter. PFG Investments LLC now owns 1,488 shares of the financial services provider's stock valued at $729,000 after purchasing an additional 21 shares in the last quarter. Institute for Wealth Management LLC. increased its stake in Ameriprise Financial by 3.6% in the 4th quarter. Institute for Wealth Management LLC. now owns 605 shares of the financial services provider's stock valued at $297,000 after buying an additional 21 shares during the period. EPG Wealth Management LLC increased its stake in Ameriprise Financial by 0.8% in the 4th quarter. EPG Wealth Management LLC now owns 2,714 shares of the financial services provider's stock valued at $1,331,000 after buying an additional 21 shares during the period. Finally, UMB Bank n.a. lifted its position in Ameriprise Financial by 0.8% in the 3rd quarter. UMB Bank n.a. now owns 3,062 shares of the financial services provider's stock worth $1,504,000 after buying an additional 23 shares in the last quarter. Institutional investors and hedge funds own 83.95% of the company's stock.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on the stock. Jefferies Financial Group lifted their target price on shares of Ameriprise Financial from $600.00 to $620.00 and gave the company a "buy" rating in a research note on Monday, February 2nd. BMO Capital Markets increased their price objective on Ameriprise Financial from $470.00 to $490.00 and gave the stock a "market perform" rating in a report on Friday. Royal Bank Of Canada reissued an "outperform" rating and set a $605.00 price objective (up from $580.00) on shares of Ameriprise Financial in a research report on Monday, February 2nd. Morgan Stanley lowered their target price on Ameriprise Financial from $485.00 to $452.00 and set an "underweight" rating on the stock in a research note on Friday, April 10th. Finally, Weiss Ratings reaffirmed a "buy (b-)" rating on shares of Ameriprise Financial in a research report on Monday, December 29th. One investment analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, the stock currently has a consensus rating of "Hold" and an average target price of $540.33.

Ameriprise Financial News Roundup

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

• Positive Sentiment: Q1 earnings beat — Ameriprise reported $11.26 EPS vs. consensus ~$10.2 and saw revenue +9.7% year-over-year with AUM growth, supporting the stronger-than-expected profit print. Ameriprise Q1 Earnings Beat as Revenues & AUM Grow Y/Y
• Positive Sentiment: Dividend bump — Board raised the quarterly cash dividend to $1.70 (≈6.2% increase), reinforcing capital-return policy and income appeal for shareholders. Ameriprise Financial Increases Regular Quarterly Dividend 6 Percent
• Positive Sentiment: Analyst note — BMO raised its price target to $490 (market-perform), signaling modest upside from current levels and some analyst confidence after results. BMO Raises AMP Price Target to $490
• Neutral Sentiment: Earnings call/transcript available — Management commentary and the call transcript provide more details on revenue drivers, expense trends and guidance nuance for investors to parse. Ameriprise (AMP) Q1 2026 Earnings Transcript
• Neutral Sentiment: Valuation pieces circulating — Several outlets are reassessing AMP’s valuation after mixed share performance; useful for longer-term positioning but not immediate catalysts. Assessing Ameriprise Financial (AMP) Valuation After Recent Mixed Share Price Performance
• Negative Sentiment: Expenses and revenue miss — While EPS beat, revenue came in slightly below consensus ($4.77B vs. ~$4.82B) and rising expenses were flagged as tempering margin gains — a short-term profit-risk. Ameriprise Q1 Press Release / Slide Deck
• Negative Sentiment: Reported data incident — A report indicates ~47,876 Americans were warned after hackers hit an NYSE-listed firm, placing personal/financial data at risk; if this involves Ameriprise it could lead to reputational, remediation and regulatory costs. 47,876 Americans Warned After Hackers Hit NYSE-Listed Firm, Placing Personal and Financial Data at Risk

Insider Transactions at Ameriprise Financial

In related news, CFO Walter Stanley Berman sold 7,000 shares of the company's stock in a transaction on Thursday, February 5th. The shares were sold at an average price of $544.22, for a total transaction of $3,809,540.00. Following the completion of the sale, the chief financial officer directly owned 5,609 shares of the company's stock, valued at approximately $3,052,529.98. This represents a 55.52% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Gumer Alvero sold 4,658 shares of the company's stock in a transaction on 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 sale, the insider directly owned 4,621 shares of the company's stock, valued at approximately $2,508,648.48. This represents a 50.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 16,658 shares of company stock worth $8,998,675. 0.60% of the stock is owned by insiders.

Ameriprise Financial Stock Performance

Shares of NYSE AMP opened at $463.70 on Monday. The business's 50-day simple moving average is $454.55 and its 200-day simple moving average is $474.30. The company has a debt-to-equity ratio of 0.90, a quick ratio of 0.68 and a current ratio of 0.66. Ameriprise Financial, Inc. has a 52 week low of $422.37 and a 52 week high of $550.18. The firm has a market cap of $42.28 billion, a price-to-earnings ratio of 11.53, a P/E/G ratio of 1.14 and a beta of 1.27.

Ameriprise Financial (NYSE:AMP - Get Free Report) last posted 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. The firm had revenue of $4.77 billion during the quarter, compared to analyst estimates of $4.82 billion. Ameriprise Financial had a return on equity of 62.88% and a net margin of 20.57%.The company's revenue for the quarter was up 9.7% on a year-over-year basis. During the same period in the previous year, the company earned $9.50 EPS. As a group, equities research analysts expect that Ameriprise Financial, Inc. will post 41.06 earnings per share for the current fiscal year.

Ameriprise Financial Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, May 22nd. Stockholders of record on Monday, May 4th will be given a $1.70 dividend. This is a positive change from Ameriprise Financial's previous quarterly dividend of $1.60. This represents a $6.80 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend is Monday, May 4th. Ameriprise Financial's payout ratio is 15.92%.

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.

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