| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 82 | 13.4x | 17.8x | Top tier | |
Growth | 61 | 9.1% | 7.1% | Around median | |
Quality | 99 | — | — | Top tier | |
Safety | 7 | — | — | Bottom tier | |
Capital Return | 61 | 1.16% | 2.12% | Around median | |
Momentum | 86 | 13.2% | 2.9% | Top tier | |
Sentiment | 44 | 9 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Ameriprise Financial is a financial services group that generates revenue from advice and wealth management, asset management through Columbia Threadneedle, retirement and protection solutions, as well as banking and lending activities. In fiscal 2026 quarter 2, total assets under management, administration, and advice reached $1.8 trillion, up 14%, wealth management client assets reached $1.2 trillion, while asset management assets totaled $759 billion. Its revenue model combines asset-based fees, transactions, and yield spreads, reducing reliance on a single source of earnings.
In fiscal 2026 quarter 2, the financial statements reported revenue of $5.0 billion, net income of $1.1 billion, and earnings per share of $11.98. On an adjusted operating basis, management reported that revenue rose 13% to $4.9 billion, adjusted operating earnings increased 14% to $1 billion, and adjusted earnings per share rose 22% to $11.07, with an adjusted pretax operating margin of 27% and return on equity of 55%. By segment, wealth management generated adjusted operating revenue of $3.2 billion and a total margin of 29%, asset management recorded revenue of $947 million and a margin of 43%, while retirement and protection solutions generated revenue of $975 million and a margin of 21%.
Revenue for the twelve months ended in fiscal 2026 was approximately $19.8 billion, net income was $3.9 billion, and earnings per share were approximately $42.50. Quarterly results were supported by a 19% increase in managed account assets to a record $732 billion and 18% growth in wealth management fee and transaction revenue. The company also returned $932 million to shareholders during fiscal 2026 quarter 2, equivalent to 91% of operating earnings, while maintaining excess capital of $2.1 billion and available holding company liquidity of $2.8 billion.
The average analyst price target is $556.67, within a relatively wide range of $489 to $645, with a consensus rating of “Buy.” The average is below the 52-week range high of $572.56, while the highest target exceeds that high and the lowest target remains above the range low of $422.37; the data does not include a valid price-to-earnings multiple for judging whether the valuation is high or low relative to earnings.
Figures in the text are as of 2026-08-27; the live price is shown at the top of the page.
Adjusted operating revenue rose 13% to $4.9 billion, supported by asset growth and client and advisor engagement, while the financial statements reported revenue of $5.0 billion. Adjusted operating earnings increased 14% to $1 billion, and adjusted earnings per share rose 22% to $11.07, while net income under the financial statements was $1.1 billion and earnings per share were $11.98. Client assets also increased 15% to $1.2 trillion, and wealth management fee and transaction revenue grew 18%.
Management said the Comerica departure will include total client assets of approximately $19 billion and is expected to be completed by the end of fiscal 2026 quarter 3. The impact of this departure accelerated in fiscal 2026 quarter 2 and pressured client flows alongside seasonal tax payments. In contrast, Huntington Bank is expected to add approximately 260 advisors and $28 billion in client assets in fiscal 2026 quarter 4 and the beginning of fiscal 2027, with the economic benefit from the full portfolio beginning in fiscal 2026 quarter 4.
Automated analysis for informational purposes only — not investment advice.
Approximately 6,000 advisors out of a network of nearly 10,000 advisors were using some artificial intelligence capabilities in fiscal 2026 quarter 2. Management says e-meeting automation saves between 10 and 20 hours per week, meeting summaries save between 5 and 10 hours, while the copowerpremium tool saves approximately 2.5 hours. Using all three tools, time savings can exceed 30 hours per week for a practice, alongside a 12% increase in advisor productivity to $1.2 million.
Assets under management and advice reached $759 billion in fiscal 2026 quarter 2, up 10% year over year. Segment revenue rose 14% to $947 million, adjusted pretax operating earnings increased 23% to $274 million, and the margin reached 43%. In contrast, net flows remained negative by $6.5 billion despite improved sales and the launch of two new active premium income exchange-traded fund strategies and three active funds in the Europe, Middle East, and Africa region.
Excess capital was $2.1 billion and available holding company liquidity was $2.8 billion in fiscal 2026 quarter 2, with return on equity of 55%. The company returned $932 million to shareholders during the quarter, equivalent to 91% of operating earnings, including the repurchase of 1.7 million shares at an average of $459 per share. During the first half of fiscal 2026, it returned $1.9 billion and purchased 3.3 million shares at an average of $467, compared with the purchase of 2.3 million shares in the corresponding period of fiscal 2025.
