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Ameriprise Financial Inc. (AMP) Stock Fundamental Analysis & AI Rating 2026

AMP NYSE Investment Advice DE CIK: 0000820027
Updated This Month • Analysis: Mar 19, 2026 • SEC Data: 2025-12-31
📅 Next earnings: Apr 23, 2026 (in 7 days) • After-hours ET • EPS est. $10.31 (vs $9.50 prior year) • All earnings →
Combined AI Rating
BUY
82% Confidence
AGREEMENT
STRONG BUY
85% Conf
BUY
78% Conf

📊 AMP Key Takeaways

Revenue: $18.9B
Net Margin: 18.8%
Free Cash Flow: $8.2B
Current Ratio: N/A
Debt/Equity: 0.41x
EPS: $36.28
AI Rating: STRONG BUY with 85% confidence
Ameriprise Financial Inc. (AMP) receives a BUY rating with 82% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $18.9B, net profit margin of 18.8%, and return on equity (ROE) of 54.4%, Ameriprise Financial Inc. demonstrates strong fundamentals in the Market sector. Below is our complete AMP stock analysis for 2026.

Is Ameriprise Financial Inc. (AMP) a Good Investment?

Claude

Ameriprise demonstrates exceptional financial health with robust profitability (18.8% net margin), exceptional capital generation (8.2B free cash flow, 43.2% FCF margin), and strong balance sheet management (0.41x debt/equity). The company's 54.4% ROE and 23.8% operating margin indicate efficient capital deployment and operational excellence in the investment advisory business.

ChatGPT

Ameriprise Financial shows strong underlying fundamentals, with high operating profitability, solid net income generation, and exceptional free cash flow relative to revenue. The balance sheet is structurally leveraged with a thin equity base, but cash generation, modest long-term debt, and strong returns suggest the business is fundamentally healthy if margins and capital strength remain stable.

Why Buy Ameriprise Financial Inc. Stock? AMP Key Strengths

Claude
  • + Exceptional free cash flow generation of $8.2B with 43.2% FCF margin, demonstrating strong cash conversion
  • + Outstanding return on equity of 54.4% indicating highly efficient use of shareholder capital
  • + Conservative leverage with 0.41x debt/equity ratio and substantial cash reserves of $11.2B for financial flexibility
  • + Strong net profit margin of 18.8% and operating margin of 23.8% reflecting operational efficiency
  • + Healthy operating cash flow of $8.3B supporting dividend capability and growth investments
ChatGPT
  • + Strong profitability, including a 23.8% operating margin and 18.8% net margin
  • + Excellent cash generation, with $8.16B of free cash flow and a 43.2% FCF margin
  • + High reported ROE and manageable long-term debt relative to cash holdings

AMP Stock Risks: Ameriprise Financial Inc. Investment Risks

Claude
  • ! High asset concentration with $190.9B in total assets against $6.5B equity creates significant financial services industry exposure and regulatory risk
  • ! Liabilities exceed assets by 96.8% ($184.4B vs $190.9B total assets), typical but notable for financial services sector volatility
  • ! 33 insider Form 4 filings in 90 days warrant monitoring for potential sentiment shifts or compensation adjustments
  • ! Limited visibility into year-over-year revenue and net income growth trends from available data
  • ! Dependency on investment management and advisory fee streams sensitive to market valuations and client asset levels
ChatGPT
  • ! Very small equity base versus total assets and liabilities makes capital strength sensitive to shocks
  • ! ROE is likely amplified by leverage, so it may overstate underlying economic strength
  • ! Lack of year-over-year revenue and earnings trend data limits visibility into growth durability

Key Metrics to Watch

Claude
  • * Operating cash flow trend and sustainability above $8B annually
  • * Return on equity maintenance above 50% threshold
  • * Debt/equity ratio stability below 0.50x
  • * Free cash flow conversion ratio (FCF/Operating Income)
  • * Client asset growth and management fees revenue composition
  • * Operating margin expansion or contraction relative to 23.8% baseline
ChatGPT
  • * Operating and net margin stability
  • * Equity capital level relative to liabilities

Ameriprise Financial Inc. (AMP) Financial Metrics & Key Ratios

Revenue
$18.9B
Net Income
$3.6B
EPS (Diluted)
$36.28
Free Cash Flow
$8.2B
Total Assets
$190.9B
Cash Position
$11.2B

💡 AI Analyst Insight

The 43.2% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

AMP Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 23.8%
Net Margin 18.8%
ROE 54.4%
ROA 1.9%
FCF Margin 43.2%

AMP vs Market Sector: How Ameriprise Financial Inc. Compares

How Ameriprise Financial Inc. compares to Market sector averages

Net Margin
AMP 18.8%
vs
Sector Avg 12.0%
AMP Sector
ROE
AMP 54.4%
vs
Sector Avg 15.0%
AMP Sector
Current Ratio
AMP 0.0x
vs
Sector Avg 1.8x
AMP Sector
Debt/Equity
AMP 0.4x
vs
Sector Avg 0.7x
AMP Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Ameriprise Financial Inc. Stock Overvalued? AMP Valuation Analysis 2026

Based on fundamental analysis, Ameriprise Financial Inc. appears fundamentally strong relative to the Market sector in 2026.

Return on Equity
54.4%
Sector avg: 15%
Net Profit Margin
18.8%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.41x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Ameriprise Financial Inc. Balance Sheet: AMP Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.41x
Debt/Assets
96.6%
Interest Coverage
N/A
Long-term Debt
$2.7B

AMP Revenue & Earnings Growth: 5-Year Financial Trend

AMP 5-year financial data: Year 2021: Revenue $13.4B, Net Income $1.9B, EPS $13.92. Year 2022: Revenue $14.3B, Net Income $1.5B, EPS $12.20. Year 2023: Revenue $16.1B, Net Income $3.4B, EPS $28.48. Year 2024: Revenue $17.9B, Net Income $3.1B, EPS $27.70. Year 2025: Revenue $18.9B, Net Income $2.6B, EPS $23.71.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Ameriprise Financial Inc.'s revenue has grown significantly by 41% over the 5-year period, indicating strong business expansion. The most recent EPS of $23.71 reflects profitable operations.

AMP Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
43.2%
Free cash flow / Revenue

AMP Quarterly Earnings & Performance

Quarterly financial performance data for Ameriprise Financial Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $4.6B $511.0M $5.00
Q2 2025 $4.4B $829.0M $8.02
Q1 2025 $4.3B $583.0M $5.83
Q3 2024 $4.1B $511.0M $5.00
Q2 2024 $4.0B $829.0M $8.02
Q1 2024 $3.8B $417.0M $3.79
Q3 2023 $2.9B $872.0M $7.77
Q2 2023 $3.4B $356.0M $2.94

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Ameriprise Financial Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$8.3B
Cash generated from operations
Stock Buybacks
$2.9B
Shares repurchased (TTM)
Capital Expenditures
$162.0M
Investment in assets
Dividends Paid
$596.0M
Returned to shareholders

AMP SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Ameriprise Financial Inc. (CIK: 0000820027)

📋 Recent SEC Filings

Date Form Document Action
Mar 20, 2026 DEF 14A amp-20260429xdef14a.htm View →
Mar 12, 2026 10-K/A amp-20251231.htm View →
Feb 19, 2026 10-K amp-20251231.htm View →
Feb 12, 2026 4 xslF345X05/form4-02122026_090258.xml View →
Feb 12, 2026 8-K tm266105d1_8k.htm View →

Frequently Asked Questions about AMP

What is the AI rating for AMP?

Ameriprise Financial Inc. (AMP) has a Combined AI Rating of BUY from Claude (STRONG BUY) and ChatGPT (BUY) with 82% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are AMP's key strengths?

Claude: Exceptional free cash flow generation of $8.2B with 43.2% FCF margin, demonstrating strong cash conversion. Outstanding return on equity of 54.4% indicating highly efficient use of shareholder capital. ChatGPT: Strong profitability, including a 23.8% operating margin and 18.8% net margin. Excellent cash generation, with $8.16B of free cash flow and a 43.2% FCF margin.

What are the risks of investing in AMP?

Claude: High asset concentration with $190.9B in total assets against $6.5B equity creates significant financial services industry exposure and regulatory risk. Liabilities exceed assets by 96.8% ($184.4B vs $190.9B total assets), typical but notable for financial services sector volatility. ChatGPT: Very small equity base versus total assets and liabilities makes capital strength sensitive to shocks. ROE is likely amplified by leverage, so it may overstate underlying economic strength.

What is AMP's revenue and growth?

Ameriprise Financial Inc. reported revenue of $18.9B.

Does AMP pay dividends?

Ameriprise Financial Inc. pays dividends, with $596.0M distributed to shareholders in the trailing twelve months.

Where can I find AMP SEC filings?

Official SEC filings for Ameriprise Financial Inc. (CIK: 0000820027) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is AMP's EPS?

Ameriprise Financial Inc. has a diluted EPS of $36.28.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is AMP a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Ameriprise Financial Inc. has a BUY rating with 82% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is AMP stock overvalued or undervalued?

Valuation metrics for AMP: ROE of 54.4% (sector avg: 15%), net margin of 18.8% (sector avg: 12%). Higher ROE suggests strong returns relative to peers.

Should I buy AMP stock in 2026?

Our dual AI analysis gives Ameriprise Financial Inc. a combined BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is AMP's free cash flow?

Ameriprise Financial Inc.'s operating cash flow is $8.3B, with capital expenditures of $162.0M. FCF margin is 43.2%.

How does AMP compare to other Market stocks?

Vs Default sector averages: Net margin 18.8% (avg: 12%), ROE 54.4% (avg: 15%), current ratio N/A (avg: 1.8).

Why is AMP's return on equity (ROE) so high?

Ameriprise Financial Inc. has a return on equity of 54.4%, significantly above the Market sector average of 15%. A high ROE indicates the company is efficient at generating profits from shareholder equity. This is supported by a 18.8% net margin.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 19, 2026 | Data as of: 2025-12-31 | Powered by Claude AI