Ameriprise Financial Stock Buy Hold or Sell Recommendation
| AMP Stock | USD 411.77 0.92 0.22% |
Considering the 90-day investment horizon and your below-average risk tolerance, our recommendation regarding Ameriprise Financial is 'Strong Hold'. Macroaxis provides Ameriprise Financial buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding AMP positions. The advice algorithm takes into account all of Ameriprise Financial's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Ameriprise Financial's buy or sell advice are summarized below:
Real Value 444.6 | Target Price 367.6 | Hype Value 411.77 | Market Value 411.77 | Naive Value 397.73 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Ameriprise Financial given historical horizon and risk tolerance towards Ameriprise Financial. When Macroaxis issues a 'buy' or 'sell' recommendation for Ameriprise Financial, the advice is generated through an automated system that utilizes algorithms and statistical models.
Ameriprise |
Execute Ameriprise Financial Buy or Sell Advice
The Ameriprise recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Ameriprise Financial. Macroaxis does not own or have any residual interests in Ameriprise Financial or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Ameriprise Financial's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Ameriprise Financial Trading Alerts and Improvement Suggestions
| Over 86.0% of the company shares are held by institutions such as insurance companies | |
| On 27th of February 2024 Ameriprise Financial paid $ 1.35 per share dividend to its current shareholders | |
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Ameriprise Financial Returns Distribution Density
The distribution of Ameriprise Financial's historical returns is an attempt to chart the uncertainty of Ameriprise Financial's future price movements. The chart of the probability distribution of Ameriprise Financial daily returns describes the distribution of returns around its average expected value. We use Ameriprise Financial price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Ameriprise Financial returns is essential to provide solid investment advice for Ameriprise Financial.
| Mean Return | 0.15 | Value At Risk | -1.68 | Potential Upside | 1.43 | Standard Deviation | 0.89 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Ameriprise Financial historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Ameriprise Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Ameriprise Financial is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Ameriprise Financial backward and forwards among themselves. Ameriprise Financial's institutional investor refers to the entity that pools money to purchase Ameriprise Financial's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Nuveen Asset Management, Llc | 2023-12-31 | 1.5 M | Bank Of New York Mellon Corp | 2023-12-31 | 1.4 M | Ubs Group Ag | 2023-12-31 | 1.4 M | Norges Bank | 2023-12-31 | 1.4 M | Fmr Inc | 2023-12-31 | 1.3 M | Northern Trust Corp | 2023-12-31 | 1.2 M | Dimensional Fund Advisors, Inc. | 2023-12-31 | 1 M | Royal Bank Of Canada | 2023-12-31 | 962.1 K | Lsv Asset Management | 2023-12-31 | 948.9 K | Vanguard Group Inc | 2023-12-31 | 13 M | Blackrock Inc | 2023-12-31 | 8.3 M |
Ameriprise Financial Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Capital Expenditures | 143M | 147M | 120M | 182M | 184M | 120.4M | |
| Net Income | 1.9B | 1.5B | 2.8B | 2.6B | 2.6B | 1.5B | |
| End Period Cash Flow | 6.2B | 8.9B | 9.6B | 8.8B | 7.6B | 4.7B | |
| Free Cash Flow | 2.2B | 4.5B | 3.2B | 4.2B | 4.5B | 4.7B | |
| Change In Cash | 330M | 2.7B | 666M | (814M) | 467M | 291.0M | |
| Depreciation | 183M | 207M | 98M | (40M) | (154M) | (146.3M) | |
| Dividends Paid | 504M | 497M | 511M | 534M | (550M) | (522.5M) | |
| Investments | (3.7B) | (2.5B) | (3.0B) | (13.6B) | (9.3B) | (8.8B) | |
| Change Receivables | 324M | 648M | (520M) | 44M | 50.6M | 53.1M | |
| Net Borrowings | (241M) | (212M) | (477M) | (161M) | (190.8M) | (200.3M) | |
| Change To Netincome | (94M) | 115M | (488M) | 205M | 184.5M | 115.7M |
Ameriprise Financial Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Ameriprise Financial or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Ameriprise Financial's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Ameriprise stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | 0.09 | |
β | Beta against NYSE Composite | 0.99 | |
σ | Overall volatility | 0.88 | |
Ir | Information ratio | 0.10 |
Ameriprise Financial Volatility Alert
Ameriprise Financial has low volatility with Treynor Ratio of 0.14, Maximum Drawdown of 4.09 and kurtosis of 0.02. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Ameriprise Financial's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Ameriprise Financial's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Ameriprise Financial Fundamentals Vs Peers
Comparing Ameriprise Financial's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Ameriprise Financial's direct or indirect competition across all of the common fundamentals between Ameriprise Financial and the related equities. This way, we can detect undervalued stocks with similar characteristics as Ameriprise Financial or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Ameriprise Financial's fundamental indicators could also be used in its relative valuation, which is a method of valuing Ameriprise Financial by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Ameriprise Financial to competition |
| Fundamentals | Ameriprise Financial | Peer Average |
| Return On Equity | 0.6 | -0.31 |
| Return On Asset | 0.021 | -0.14 |
| Profit Margin | 0.16 % | (1.27) % |
| Operating Margin | 0.29 % | (5.51) % |
| Current Valuation | 37.77 B | 16.62 B |
| Shares Outstanding | 100.19 M | 571.82 M |
| Shares Owned By Insiders | 0.16 % | 10.09 % |
| Shares Owned By Institutions | 85.76 % | 39.21 % |
| Number Of Shares Shorted | 901.27 K | 4.71 M |
| Price To Earning | 13.51 X | 28.72 X |
| Price To Book | 8.76 X | 9.51 X |
| Price To Sales | 2.58 X | 11.42 X |
| Revenue | 15.54 B | 9.43 B |
| Gross Profit | 7.84 B | 27.38 B |
| EBITDA | (154 M) | 3.9 B |
| Net Income | 2.56 B | 570.98 M |
| Cash And Equivalents | 6.96 B | 2.7 B |
| Cash Per Share | 77.02 X | 5.01 X |
| Total Debt | 5.75 B | 5.32 B |
| Debt To Equity | 1.11 % | 48.70 % |
| Current Ratio | 4.52 X | 2.16 X |
| Book Value Per Share | 47.21 X | 1.93 K |
| Cash Flow From Operations | 4.68 B | 971.22 M |
| Short Ratio | 1.74 X | 4.00 X |
| Earnings Per Share | 23.71 X | 3.12 X |
| Price To Earnings To Growth | 1.07 X | 4.89 X |
| Target Price | 463.5 | |
| Number Of Employees | 13.8 K | 18.84 K |
| Beta | 1.35 | -0.15 |
| Market Capitalization | 41.16 B | 19.03 B |
| Total Asset | 175.19 B | 29.47 B |
| Retained Earnings | 21.91 B | 9.33 B |
| Working Capital | (2.31 B) | 1.48 B |
Note: Disposition of 4235 shares by Gumer Alvero of Ameriprise Financial at 123.37 subject to Rule 16b-3 [view details]
Ameriprise Financial Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Ameriprise . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 411.77 | |||
| Day Typical Price | 411.77 | |||
| Price Action Indicator | 0.46 | |||
| Period Momentum Indicator | 0.92 |
About Ameriprise Financial Buy or Sell Advice
When is the right time to buy or sell Ameriprise Financial? Buying financial instruments such as Ameriprise Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Total Stockholder Equity | 5.7B | 3.6B | 4.7B | 5.6B | Total Assets | 176.0B | 158.5B | 175.2B | 137.7B |
Use Investing Ideas to Build Portfolios
In addition to having Ameriprise Financial in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Check out Ameriprise Financial Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. To learn how to invest in Ameriprise Stock, please use our How to Invest in Ameriprise Financial guide.You can also try the FinTech Suite module to use AI to screen and filter profitable investment opportunities.
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When running Ameriprise Financial's price analysis, check to measure Ameriprise Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Ameriprise Financial is operating at the current time. Most of Ameriprise Financial's value examination focuses on studying past and present price action to predict the probability of Ameriprise Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Ameriprise Financial's price. Additionally, you may evaluate how the addition of Ameriprise Financial to your portfolios can decrease your overall portfolio volatility.
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Is Ameriprise Financial's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Ameriprise Financial. If investors know Ameriprise will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Ameriprise Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.39) | Dividend Share 5.3 | Earnings Share 23.71 | Revenue Per Share 152.28 | Quarterly Revenue Growth 0.121 |
The market value of Ameriprise Financial is measured differently than its book value, which is the value of Ameriprise that is recorded on the company's balance sheet. Investors also form their own opinion of Ameriprise Financial's value that differs from its market value or its book value, called intrinsic value, which is Ameriprise Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Ameriprise Financial's market value can be influenced by many factors that don't directly affect Ameriprise Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Ameriprise Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if Ameriprise Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Ameriprise Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.