Ameriprise Financial, Inc. $AMP Shares Sold by Welch & Forbes LLC

Welch & Forbes LLC reduced its position in Ameriprise Financial, Inc. (NYSE:AMP) by 0.6% during the 3rd quarter, Holdings Channel.com reports. The firm owned 174,884 shares of the financial services provider’s stock after selling 1,069 shares during the period. Welch & Forbes LLC’s holdings in Ameriprise Financial were worth $85,912,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in AMP. Linden Thomas Advisory Services LLC increased its holdings in shares of Ameriprise Financial by 0.5% during the second quarter. Linden Thomas Advisory Services LLC now owns 4,096 shares of the financial services provider’s stock valued at $2,186,000 after acquiring an additional 20 shares in the last quarter. Pinnacle Wealth Management Advisory Group LLC increased its stake in Ameriprise Financial by 2.9% during the 2nd quarter. Pinnacle Wealth Management Advisory Group LLC now owns 733 shares of the financial services provider’s stock valued at $391,000 after purchasing an additional 21 shares in the last quarter. CreativeOne Wealth LLC lifted its stake in shares of Ameriprise Financial by 2.3% during the second quarter. CreativeOne Wealth LLC now owns 932 shares of the financial services provider’s stock worth $497,000 after buying an additional 21 shares during the period. Rexford Capital Inc. grew its holdings in shares of Ameriprise Financial by 20.6% during the third quarter. Rexford Capital Inc. now owns 123 shares of the financial services provider’s stock valued at $60,000 after buying an additional 21 shares during the last quarter. Finally, Mutual Advisors LLC increased its position in shares of Ameriprise Financial by 4.5% in the 2nd quarter. Mutual Advisors LLC now owns 511 shares of the financial services provider’s stock valued at $266,000 after acquiring an additional 22 shares during the period. 83.95% of the stock is currently owned by hedge funds and other institutional investors.

Ameriprise Financial News Roundup

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

• Positive Sentiment: Q4 earnings and revenue beat — Ameriprise reported adjusted EPS of $10.83 and revenue of $4.90B, both topping estimates, with record fee‑generating client assets (AUM/AUA) cited as a driver of revenue and profit growth; this is the main catalyst lifting the stock. Ameriprise Financial Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Record client assets and improved margins — Management said client assets hit a record (reported as ~$1.7T) and highlighted expense discipline and margin strength, reinforcing earnings durability and growth potential. Reuters: Profit rises as client assets hit record
• Positive Sentiment: Dividend declared — Board approved a $1.60 quarterly dividend (ex-dividend Feb 9, payable Feb 27), supporting income investors and signaling confidence in cash flow. Dividend press release
• Neutral Sentiment: Analyst upgrade to neutral — Piper Sandler moved AMP from Underweight to Neutral and raised its price target to $530, reflecting improved fundamentals but stopping short of a Buy, so impact is modest. Benzinga: Piper Sandler upgrade
• Neutral Sentiment: Supporting analyst write‑ups and coverage — Multiple outlets (Zacks, Investing, Seeking Alpha) published earnings analysis and the earnings call transcript/slides are available for deeper diligence; these help investors assess sustainability but are not new catalysts. Zacks earnings coverage
• Negative Sentiment: Limited near-term upside implied by some coverage — Piper Sandler’s $530 target is only marginally above the current price, suggesting limited immediate upside from that shop’s outlook and tempering how much higher the stock may run absent stronger forward guidance. Finviz summary

Insider Activity

In other news, Director Robert Francis Sharpe, Jr. sold 1,500 shares of the stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $450.94, for a total transaction of $676,410.00. Following the transaction, the director owned 7,500 shares in the company, valued at $3,382,050. This trade represents a 16.67% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. 0.73% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of analysts have commented on AMP shares. Piper Sandler raised Ameriprise Financial from an “underweight” rating to a “neutral” rating and lifted their price target for the stock from $434.00 to $530.00 in a research report on Friday. Keefe, Bruyette & Woods reduced their price objective on Ameriprise Financial from $550.00 to $530.00 and set a “market perform” rating for the company in a research note on Monday, November 3rd. Argus cut their price target on shares of Ameriprise Financial from $568.00 to $554.00 and set a “buy” rating on the stock in a report on Thursday, November 13th. Royal Bank Of Canada reduced their price target on shares of Ameriprise Financial from $601.00 to $550.00 and set an “outperform” rating for the company in a research report on Monday, November 3rd. Finally, Evercore ISI dropped their price objective on shares of Ameriprise Financial from $587.00 to $570.00 and set an “in-line” rating on the stock in a report on Thursday, October 9th. One analyst has rated the stock with a Strong Buy rating, three have assigned 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 company currently has an average rating of “Hold” and a consensus target price of $540.75.

Ameriprise Financial Trading Up 1.1%

Shares of Ameriprise Financial stock opened at $527.09 on Friday. The firm has a 50-day simple moving average of $491.17 and a two-hundred day simple moving average of $492.19. The company has a debt-to-equity ratio of 0.86, a quick ratio of 0.68 and a current ratio of 0.68. Ameriprise Financial, Inc. has a fifty-two week low of $396.14 and a fifty-two week high of $552.43. The company has a market cap of $48.97 billion, a P/E ratio of 14.50, a price-to-earnings-growth ratio of 1.34 and a beta of 1.26.

Ameriprise Financial (NYSE:AMP) last posted its earnings results on Thursday, January 29th. The financial services provider reported $10.83 EPS for the quarter, beating analysts’ consensus estimates of $10.33 by $0.50. The firm had revenue of $4.90 billion for the quarter, compared to analysts’ expectations of $4.75 billion. Ameriprise Financial had a return on equity of 63.04% and a net margin of 19.28%.The company’s quarterly revenue was up 10.2% on a year-over-year basis. During the same period last year, the firm earned $9.54 EPS. As a group, equities analysts predict that Ameriprise Financial, Inc. will post 38.64 earnings per share for the current fiscal year.

Ameriprise Financial Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Monday, February 9th will be paid a dividend of $1.60 per share. This represents a $6.40 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Monday, February 9th. Ameriprise Financial’s dividend payout ratio is presently 17.60%.

Ameriprise Financial Company Profile

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.