Ameriprise Financial Inc. (AMP) Financials

EPS

Hollow marker is the consensus estimate; filled is the reported figure, colored by beat or miss.

Revenue

Outlined bar is the consensus estimate; solid is reported.

Results

Periods without a consensus estimate or a reported figure show a dash.

Period	EPS estimate	EPS actual	EPS surprise %	Revenue estimate	Revenue actual	Revenue surprise %
Q2 26	$10.8	$11.1	+2.4%	—	$4.9B	—
Q1 26	$10.2	$11.3	+10.3%	—	$4.8B	—
Q4 25	$10.3	$10.8	+5.0%	—	$5B	—
Q3 25	$9.76	$9.87	+1.1%	—	$4.8B	—
Q2 25	$9	$9.11	+1.2%	—	$4.4B	—
Q1 25	$9.08	$9.5	+4.6%	—	$4.4B	—
Q4 24	$8.79	$10.6	+20.4%	—	$4.5B	—
Q3 24	$8.92	$8.1	-9.2%	—	$4.4B	—
Q2 24	$8.53	$8.53	0.0%	—	$4.2B	—
Q1 24	$8.2	$8.39	+2.3%	—	$4.1B	—
Q4 23	$7.7	$7.2	-6.5%	—	$4B	—
Q3 23	$7.56	$6.96	-7.9%	—	$3.9B	—
Q2 23	$7.38	$7.44	+0.8%	—	$3.9B	—
Q1 23	$7.21	$7.25	+0.6%	—	$3.7B	—
Q4 22	$6.48	$6.94	+7.1%	—	$3.6B	—
Q3 22	$5.85	$6.43	+9.9%	—	$3.5B	—

EPS

Reported per-share earnings by fiscal year; the line turns dotted where reported figures end and the analyst consensus begins, with the shaded band marking the low–high range.

Revenue

Reported revenue by fiscal year; the line turns dotted where reported figures end and the analyst consensus begins, with the shaded band marking the low–high range.

Results

Periods without a consensus estimate or a reported figure show a dash.

Period	EPS estimate	EPS actual	EPS surprise %	Revenue estimate	Revenue actual	Revenue surprise %
FY25	—	$36.9	—	—	$18.5B	—
FY24	—	$33.7	—	—	$17.3B	—
FY23	—	$24.2	—	—	$15.5B	—
FY22	—	$28.3	—	—	$14.3B

Total revenue

Reported revenue per period; the line is the change from the same period a year earlier, on its own left axis.

Period	FY16	FY17	FY18	FY19	FY20	FY21	FY22	FY23	FY24	FY25
Revenue	$11.8B	$12.1B	$12.8B	$12.8B	$11.9B	$13.4B	$14.3B	$15.5B	$17.3B	$18.5B
YoY change	-3.04%	+2.81%	+5.79%	-0.63%	-6.7%	+12.4%	+6.59%	+8.96%	+11.1%	+7.04%

Revenue and profits

Revenue, gross profit, operating income, and net income per period.

Condensed income statement

Click a row to chart it; unreported figures show a dash.

Period	FY16	FY17	FY18	FY19	FY20	FY21	FY22	FY23	FY24	FY25
Revenue	11.8B	12.1B	12.8B	12.8B	11.9B	13.4B	14.3B	15.5B	17.3B	18.5B
Cost of revenue	—	—	—	—	—	—	—	—	—	—
Gross profit	—	—	—	—	—	—	—	—	—	—
Gross margin	—	—	—	—	—	—	—	—	—	—
Research & development	—	—	—	—	—	—	—	—	—	—
Selling, general & administrative	6.3B	6.6B	6.8B	7.1B	7.2B	8.5B	8.7B	8.9B	9.9B	10.6B
Operating expenses	6.3B	6.6B	6.8B	7.1B	7.2B	8.5B	8.7B	8.9B	9.9B	10.6B
Operating income	—	—	—	—	—	—	—	—	—	—
Operating margin	—	—	—	—	—	—	—	—	—	—
Non-operating income, net	1.2B	1.1B	208M	269M	283M	382M	491M	513M	516M	528M
Pretax income	1.6B	2.2B	2.5B	2.2B	1.8B	4.2B	3.9B	3.2B	4.3B	4.5B
Income tax	278M	734M	386M	339M	297M	768M	782M	678M	866M	941M
Net income	1.3B	1.5B	2.1B	1.9B	1.5B	3.4B	3.1B	2.6B	3.4B	3.6B
Net margin	11.1%	12.2%	16.3%	14.8%	12.9%	25.5%	22.1%	16.5%	19.7%	19.3%
EBITDA	—	—	—	—	—	—	—	—	—	—
EPS	7.9	9.6	14.4	14.1	12.4	29.1	28.3	24.2	33.7	36.9
Diluted EPS	7.81	9.44	14.2	13.9	12.2	28.5	27.7	23.7	33	36.3

Revenue and profits

Revenue, gross profit, operating income, and net income per period.

Condensed income statement

Click a row to chart it; unreported figures show a dash.

Period	Q3 23	Q4 23	Q1 24	Q2 24	Q3 24	Q4 24	Q1 25	Q2 25	Q3 25	Q4 25	Q1 26	Q2 26
Revenue	3.9B	4B	4.1B	4.2B	4.4B	4.5B	4.4B	4.4B	4.8B	5B	4.8B	4.9B
Cost of revenue	—	—	—	—	—	—	—	—	—	—	—	—
Gross profit	—	—	—	—	—	—	—	—	—	—	—	—
Gross margin	—	—	—	—	—	—	—	—	—	—	—	—
Research & development	—	—	—	—	—	—	—	—	—	—	—	—
Selling, general & administrative	2.2B	2.3B	2.4B	2.4B	2.5B	2.6B	2.5B	2.5B	2.7B	2.9B	2.7B	3.1B
Operating expenses	2.2B	2.3B	2.4B	2.4B	2.5B	2.6B	2.5B	2.5B	2.7B	2.9B	2.7B	3.1B
Operating income	—	—	—	—	—	—	—	—	—	—	—	—
Operating margin	—	—	—	—	—	—	—	—	—	—	—	—
Non-operating income, net	127M	123M	129M	129M	131M	127M	129M	136M	130M	133M	166M	140M
Pretax income	1.1B	494M	1.2B	1.1B	645M	1.4B	687M	1.4B	1.2B	1.3B	1.1B	1.4B
Income tax	245M	117M	229M	222M	134M	281M	104M	291M	262M	284M	229M	329M
Net income	872M	377M	990M	829M	511M	1.1B	583M	1.1B	912M	1B	915M	1.1B
Net margin	22.2%	9.44%	23.9%	19.6%	11.6%	23.8%	13.4%	24.2%	19%	20.3%	19%	22.5%
EBITDA	—	—	—	—	—	—	—	—	—	—	—	—
EPS	8.31	3.64	9.63	8.16	5.09	10.8	5.92	10.9	9.47	10.6	9.81	12.1
Diluted EPS	8.14	3.57	9.46	8.02	5	10.6	5.83	10.7	9.33	10.5	9.68	12

P/E

Annual history by fiscal year; click a table row below to chart a different metric.

Current values are trailing twelve months where available, otherwise the latest fiscal year; unreported figures show a dash.

Key stats

Metric	FY16	FY17	FY18	FY19	FY20	FY21	FY22	FY23	FY24	FY25	Current
Market cap	18.4B	26.1B	15.2B	22.3B	24.1B	—	32.8B	38B	51.2B	44.8B	43.8B
Enterprise value	-9.3B	-2.1B	-14.1B	-9.7B	-14.1B	—	-9.7B	-15.3B	-4B	-13.1B	37.6B
Shares outstanding	166.3M	154.1M	145.6M	134.1M	123.8M	110.9M	105.3M	100.2M	96.2M	91.3M	91.3M

Valuation

Metric	FY16	FY17	FY18	FY19	FY20	FY21	FY22	FY23	FY24	FY25	Current
P/E	14.1	17.6	7.24	11.8	15.7	—	10.4	14.9	15.1	12.6	12.3
P/S	1.56	2.15	1.18	1.75	2.02	—	2.3	2.45	2.97	2.42	2.2
P/B	2.93	4.36	2.72	3.9	4.1	—	8.62	8.05	9.79	6.83	6.85
EV/Sales	-0.79	-0.18	-1.1	-0.76	-1.19	—	-0.68	-0.99	-0.23	-0.71	1.89
Earnings yield	7.12%	5.67%	13.8%	8.47%	6.38%	—	9.61%	6.72%	6.64%	7.96%	8.1%
FCF yield	12.1%	5.21%	16%	9.84%	18.6%	—	12.9%	11.8%	12.5%	18.2%	6.62%
PEG	—	—	—	—	—	—	—	—	—	—	1.08

Profitability

Metric	FY16	FY17	FY18	FY19	FY20	FY21	FY22	FY23	FY24	FY25	Current
Operating margin	—	—	—	—	—	—	—	—	—	—	30.7%
Net margin	11.1%	12.2%	16.3%	14.8%	12.9%	25.5%	22.1%	16.5%	19.7%	19.3%	19.9%
ROE	20.9%	24.7%	37.5%	33%	26.1%	57.5%	82.8%	54%	65.1%	54.4%	63.4%
ROA	—	—	—	—	—	—	—	—	1.87%	1.87%	2.28%
Return on tangible assets	—	—	—	—	—	—	—	—	1.87%	1.87%	2%

Financial health

Metric	FY16	FY17	FY18	FY19	FY20	FY21	FY22	FY23	FY24	FY25	Current
Current ratio	—	—	—	—	—	—	—	—	—	—	2.18
Debt / equity	0.86	0.88	0.86	0.86	0.84	0.87	1.42	1.22	1.05	0.9	0.68
Debt / assets	—	—	—	—	—	—	—	—	0.03	0.03	0.03
Interest coverage	7.6	11.7	11.1	11.4	12.3	22.9	20.9	11	14	14.8	16.4
Effective tax rate	17.5%	33.2%	15.5%	15.2%	16.2%	18.4%	19.9%	21%	20.3%	20.9%	21.9%

Per share

Metric	FY16	FY17	FY18	FY19	FY20	FY21	FY22	FY23	FY24	FY25	Current
Revenue per share	71	78.7	88.2	95.1	96.1	120.7	135.4	155.1	179.5	202.5	210.9
EPS (basic)	7.9	9.6	14.4	14.1	12.4	29.1	28.3	24.2	33.7	36.9	36.9
EPS (diluted)	7.81	9.44	14.2	13.9	12.2	28.5	27.7	23.7	33	36.3	39.9
Book value per share	37.8	38.9	38.4	42.7	47.4	53.6	36.1	47.2	54.4	71.8	72
FCF per share	13.5	8.83	16.7	16.4	36.2	28.9	40.1	44.9	66.7	89.4	86.8
Cash per share	199.7	217.7	234.6	275.6	348.4	354.5	455.1	590.2	630.9	697.9	116.6
Capex per share	0.55	1.05	1.11	1.07	1.19	1.08	1.73	1.84	1.83	—	—

Capital allocation

Metric	FY16	FY17	FY18	FY19	FY20	FY21	FY22	FY23	FY24	FY25	Current
Capex / revenue	0.78%	1.34%	1.26%	1.12%	1.24%	0.9%	1.28%	1.18%	1.02%	—	—
Capex / operating cash flow	5.68%	6.1%	10.2%	4.95%	12.7%	5.07%	4.18%	8.97%	6.47%	—	—
Payout ratio	36.5%	33.2%	24.1%	26.6%	32.4%	15%	17%	21.5%	16.9%	16.7%	15.7%
Dividend yield	2.6%	1.88%	3.33%	2.26%	2.07%	—	1.63%	1.45%	1.12%	1.33%	1.37%

Yield

1.37%

trailing twelve months

Frequency

Quarterly

Last dividend

$1.70

ex-dividend Aug 3, 2026

Payout ratio

16%

of earnings

Dividend growth

20 years

consecutive annual raises

Dividend per share

Split-adjusted payout per share by ex-dividend date.

Recent payouts

Ex-dividend	Amount
Aug 3, 2026	$1.70
May 4, 2026	$1.70
Feb 9, 2026	$1.60

Period	Q3 23	Q4 23	Q1 24	Q2 24	Q3 24	Q4 24	Q1 25	Q2 25	Q3 25	Q4 25	Q1 26	Q2 26
Revenue	$3.9B	$4B	$4.1B	$4.2B	$4.4B	$4.5B	$4.4B	$4.4B	$4.8B	$5B	$4.8B	$4.9B
YoY change	+12.7%	+10.4%	+10.8%	+8.88%	+12%	+12.8%	+5.02%	+3.67%	+8.96%	+10.2%	+10.5%	+12.9%

Assets vs. liabilities & equity

What the company owns (left stack) against what it owes plus shareholders' equity (right stack). The two stacks should match — that's the balance.

Condensed balance sheet

Click a row to chart it; unreported figures show a dash.

Period	FY16	FY17	FY18	FY19	FY20	FY21	FY22	FY23	FY24	FY25
Cash & short-term investments	33.2B	33.5B	34.2B	37B	43.1B	39.3B	47.9B	59.1B	60.7B	63.7B
Receivables	5.3B	5.8B	6.2B	7.2B	7.8B	16.2B	15.6B	15.1B	14.5B	14.9B
Inventory	—	—	—	—	—	—	—	—	—	—
Total current assets	—	—	—	—	—	—	—	—	—	—
Property, plant & equipment	—	—	—	—	—	—	—	—	—	—
Goodwill & intangibles	—	—	—	—	—	—	—	—	—	—
Total assets	—	—	—	—	—	—	—	—	181.4B	190.9B
Accounts payable	—	—	—	—	—	—	—	—	—	—
Short-term debt	200M	200M	201M	201M	200M	200M	1.5B	751M	701M	200M
Total current liabilities	—	—	—	—	—	—	—	—	—	—
Long-term debt	5.2B	5.1B	4.6B	4.7B	4.7B	5B	3.9B	5B	4.8B	5.7B
Total liabilities	—	—	—	—	—	—	—	—	176.2B	184.4B
Shareholders' equity	6.3B	6B	5.6B	5.7B	5.9B	5.9B	3.8B	4.7B	5.2B	6.5B
Total debt	5.4B	5.3B	4.8B	4.9B	4.9B	5.2B	5.4B	5.8B	5.5B	5.9B
Net debt	3B	2.7B	1.7B	1.1B	-1.9B	-2.1B	-1.7B	-1.8B	-3B	-4.2B

Assets vs. liabilities & equity

What the company owns (left stack) against what it owes plus shareholders' equity (right stack). The two stacks should match — that's the balance.

Condensed balance sheet

Click a row to chart it; unreported figures show a dash.

Period	Q3 23	Q4 23	Q1 24	Q2 24	Q3 24	Q4 24	Q1 25	Q2 25	Q3 25	Q4 25	Q1 26	Q2 26
Cash & short-term investments	55.3B	59.1B	59.5B	59.6B	63.1B	60.7B	11.1B	46.4B	46.9B	63.7B	45.8B	47.5B
Receivables	14.8B	15.1B	14.9B	14.8B	14.8B	14.5B	14.7B	14.7B	15B	14.9B	15.1B	16B
Inventory	—	—	—	—	—	—	—	—	—	—	—	—
Total current assets	—	—	—	—	—	—	—	—	—	—	—	—
Property, plant & equipment	—	—	—	—	—	—	—	—	—	—	—	—
Goodwill & intangibles	—	—	—	—	—	—	—	—	—	—	—	—
Total assets	—	—	179.8B	179.7B	186B	181.4B	179.1B	184.9B	190.1B	190.9B	184.4B	197.9B
Accounts payable	—	—	—	—	—	—	—	—	—	—	—	—
Short-term debt	201M	751M	201M	201M	201M	701M	201M	201M	201M	200M	200M	200M
Total current liabilities	—	—	—	—	—	—	—	—	—	—	—	—
Long-term debt	5.8B	5B	5.5B	5.8B	5.7B	4.8B	6B	5.8B	5.7B	5.7B	5.6B	6.3B
Total liabilities	—	—	—	174.7B	180.3B	176.2B	173.6B	178.8B	183.6B	184.4B	178.2B	191.5B
Shareholders' equity	3.8B	4.7B	4.9B	5B	5.7B	5.2B	5.4B	6.1B	6.5B	6.5B	6.2B	6.4B
Total debt	6B	5.8B	5.7B	6B	5.9B	5.5B	6.2B	6B	5.9B	5.9B	5.8B	6.5B
Net debt	-1.1B	-1.8B	-1.5B	-1.9B	-4.8B	-3B	-1.8B	-2.4B	-3.9B	-4.2B	-2.7B	-3.7B

Cash generation and uses

Cash from operations, what's left after capex, and what went back to shareholders. Bars below the line are cash going out.

Condensed cash flow statement

Click a row to chart it; unreported figures show a dash.

Period	FY16	FY17	FY18	FY19	FY20	FY21	FY22	FY23	FY24	FY25
Net income	1.3B	1.5B	2.1B	1.9B	1.5B	3.4B	3.1B	2.6B	3.4B	3.6B
Depreciation & amortization	—	—	—	—	—	—	—	—	—	—
Stock-based compensation	134M	121M	144M	135M	146M	152M	170M	187M	193M	206M
Change in working capital	208M	899M	-683M	1.2B	-227M	-1.3B	777M	-694M	-1B	-555M
Operating cash flow	1.6B	2.7B	1.6B	2.9B	1.2B	2.4B	4.3B	2.1B	2.7B	8.3B
Capital expenditure	-92M	-162M	-162M	-143M	-147M	-120M	-182M	-184M	-176M	—
Investing cash flow	-1.1B	-391M	-647M	-3.2B	-2.9B	-4.4B	-13.5B	-9.1B	-313M	-893M
Dividends paid	-479M	-491M	-506M	-504M	-497M	-511M	-534M	-550M	-574M	-596M
Share repurchases	-1.7B	-1.5B	-1.6B	-1.9B	-1.4B	-2B	-2B	-2.1B	-2.4B	-2.9B
Financing cash flow	-1.2B	-1.8B	-1.3B	1.2B	949M	1.7B	8.4B	4.4B	-5.2B	-5.2B
Net change in cash	-672M	465M	-328M	948M	-841M	-328M	-766M	-2.7B	-2.8B	2.3B
Free cash flow	2.2B	1.4B	2.4B	2.2B	4.5B	3.2B	4.2B	4.5B	6.4B	8.2B

Cash generation and uses

Cash from operations, what's left after capex, and what went back to shareholders. Bars below the line are cash going out.

Condensed cash flow statement

Click a row to chart it; unreported figures show a dash.

Period	Q3 23	Q4 23	Q1 24	Q2 24	Q3 24	Q4 24	Q1 25	Q2 25	Q3 25	Q4 25	Q1 26	Q2 26
Net income	872M	377M	990M	829M	511M	1.1B	583M	1.1B	912M	1B	915M	1.1B
Depreciation & amortization	—	—	—	—	—	—	—	—	—	—	—	—
Stock-based compensation	46M	49M	42M	48M	48M	55M	49M	46M	50M	61M	39M	50M
Change in working capital	110M	-239M	268M	-629M	400M	-1B	525M	-1.2B	-601M	673M	-768M	-1.4B
Operating cash flow	1.1B	98M	1.5B	279M	870M	85M	1.1B	157M	2.2B	2.7B	459M	2.9B
Capital expenditure	-50M	-50M	-52M	-17M	-49M	-58M	-36M	-38M	—	—	—	—
Investing cash flow	-1.3B	-1.9B	-532M	244M	701M	-726M	-1.7B	886M	1.2B	-1.4B	-544M	-632M
Dividends paid	-139M	-136M	-138M	-147M	-145M	-144M	-144M	-152M	-151M	-149M	-148M	-152M
Share repurchases	-545M	-467M	-628M	-573M	-582M	-665M	-730M	-581M	-701M	-895M	-874M	-779M
Financing cash flow	-322M	381M	-1.4B	-1.1B	-1.2B	-1.5B	-488M	-1.9B	-1.9B	-871M	-1.5B	-198M
Net change in cash	-545M	-1.4B	-437M	-580M	398M	-2.1B	-1.1B	-897M	1.5B	425M	-1.6B	2.1B
Free cash flow	875M	2.1B	1.4B	1.7B	3B	325M	1.6B	1.7B	2.2B	2.6B	430M	2.8B

Ameriprise Financial Inc. Financials

EPS

Revenue

Results

EPS

Revenue

Results

Total revenue

Total revenue

Revenue and profits

Condensed income statement

Revenue and profits

Condensed income statement

P/E

Key stats

Valuation

Profitability

Financial health

Per share

Capital allocation

Dividend per share

Recent payouts

Assets vs. liabilities & equity

Condensed balance sheet

Assets vs. liabilities & equity

Condensed balance sheet

Cash generation and uses

Condensed cash flow statement

Cash generation and uses

Condensed cash flow statement