AMP · Ameriprise Financial Inc - Financials
Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.
Income Statement
| Line item | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.89B | - | $4.89B | $4.49B | $4.48B | - | $4.56B | $4.39B | $4.33B | - |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - |
| Gross Profit | - | - | - | - | - | - | - | - | - | - |
| R&D | - | - | - | - | - | - | - | - | - | - |
| SG&A | $918.00M | - | $951.00M | $947.00M | $916.00M | - | $975.00M | $957.00M | $960.00M | - |
| Total Operating Expenses | $3.67B | - | $3.62B | $3.02B | $3.67B | - | $3.75B | $3.17B | $2.93B | - |
| D&A | - | - | - | - | - | - | - | - | - | - |
| Operating Income | $1.14B | - | $1.17B | $1.35B | $687.00M | - | $645.00M | $1.05B | $1.22B | - |
| Interest Expense | - | - | - | - | - | - | - | - | - | - |
| Income Tax | $229.00M | - | $262.00M | $291.00M | $104.00M | - | $134.00M | $222.00M | $229.00M | - |
| Net Income | $915.00M | - | $912.00M | $1.06B | $583.00M | - | $511.00M | $829.00M | $990.00M | - |
| EPS - Basic | $9.81 | - | $9.47 | $10.88 | $5.92 | - | $5.09 | $8.16 | $9.63 | - |
| EPS - Diluted | $9.68 | - | $9.33 | $10.73 | $5.83 | - | $5.00 | $8.02 | $9.46 | - |
Balance Sheet
| Line item | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $9.39B | $11.16B | $10.95B | $9.61B | $8.96B | $9.49B | $11.38B | $8.84B | $8.06B | $8.62B |
| Accounts Receivable | - | - | - | - | - | - | - | - | - | - |
| Inventory | - | - | - | - | - | - | - | - | - | - |
| Accounts Payable | - | - | - | - | - | - | - | - | - | - |
| Current Assets | - | - | - | - | - | - | - | - | - | - |
| Total Assets | $184.45B | $190.90B | $190.09B | $184.90B | $179.06B | $181.40B | $185.97B | $179.70B | $179.83B | $175.19B |
| Current Liabilities | - | - | - | - | - | - | - | - | - | - |
| Long-term Debt | - | - | - | - | - | - | - | - | - | - |
| Total Liabilities | $178.24B | $184.35B | $183.63B | $178.82B | $173.63B | $176.18B | $180.25B | $174.71B | $174.95B | $170.46B |
| Stockholders' Equity | $6.21B | $6.55B | $6.46B | $6.08B | $5.43B | $5.23B | $5.71B | $4.99B | $4.88B | $4.73B |
| Retained Earnings | $28.43B | $27.66B | $26.81B | $26.05B | $25.15B | $24.71B | $23.79B | $23.43B | $22.75B | $21.91B |
Cash Flow
| Line item | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 |
|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $459.00M | - | - | - | $1.69B | - | - | - | $1.44B | - |
| Investing Cash Flow | ($669.00M) | - | - | - | ($1.74B) | - | - | - | ($569.00M) | - |
| Financing Cash Flow | ($1.55B) | - | - | - | ($488.00M) | - | - | - | ($1.43B) | - |
| CapEx | $29.00M | - | - | - | $36.00M | - | - | - | $52.00M | - |
| Free Cash Flow | $430.00M | - | - | - | $1.65B | - | - | - | $1.39B | - |
Ratios
| Metric | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 |
|---|---|---|---|---|---|---|---|---|---|---|
| Profitability | ||||||||||
| Gross margin | - | - | - | - | - | - | - | - | - | - |
| Operating margin | 23.4% | - | 24.0% | 30.1% | 15.3% | - | 14.1% | 23.9% | 28.2% | - |
| EBITDA margin | - | - | - | - | - | - | - | - | - | - |
| Net margin | 18.7% | - | 18.6% | 23.6% | 13.0% | - | 11.2% | 18.9% | 22.9% | - |
| Free cash flow margin | 8.8% | - | - | - | 36.8% | - | - | - | 32.2% | - |
| FCF / Net income | 0.47 | - | - | - | 2.83 | - | - | - | 1.41 | - |
| R&D / Revenue | - | - | - | - | - | - | - | - | - | - |
| SG&A / Revenue | 18.8% | - | 19.4% | 21.1% | 20.4% | - | 21.4% | 21.8% | 22.2% | - |
| Effective tax rate | 20.0% | - | 22.3% | 21.5% | 15.1% | - | 20.8% | 21.1% | 18.8% | - |
| Return on assets | 0.5% | - | 0.5% | 0.6% | 0.3% | - | 0.3% | 0.5% | 0.6% | - |
| Return on equity | 14.7% | - | 14.1% | 17.4% | 10.7% | - | 8.9% | 16.6% | 20.3% | - |
| Return on invested capital | - | - | - | - | - | - | - | - | - | - |
| Liquidity | ||||||||||
| Current ratio | - | - | - | - | - | - | - | - | - | - |
| Quick ratio | - | - | - | - | - | - | - | - | - | - |
| Cash ratio | - | - | - | - | - | - | - | - | - | - |
| Leverage | ||||||||||
| Debt / Equity | - | - | - | - | - | - | - | - | - | - |
| Debt / Assets | - | - | - | - | - | - | - | - | - | - |
| Debt / EBITDA | - | - | - | - | - | - | - | - | - | - |
| Interest coverage | - | - | - | - | - | - | - | - | - | - |
| Equity multiplier | 29.69 | 29.15 | 29.45 | 30.40 | 33.00 | 34.70 | 32.54 | 35.99 | 36.86 | 37.05 |
| Liabilities / Assets | 0.97 | 0.97 | 0.97 | 0.97 | 0.97 | 0.97 | 0.97 | 0.97 | 0.97 | 0.97 |
| Efficiency | ||||||||||
| Asset turnover | 0.03 | - | 0.03 | 0.02 | 0.03 | - | 0.02 | 0.02 | 0.02 | - |
| Inventory turnover | - | - | - | - | - | - | - | - | - | - |
| Days sales outstanding | - | - | - | - | - | - | - | - | - | - |
| Days inventory outstanding | - | - | - | - | - | - | - | - | - | - |
| Days payable outstanding | - | - | - | - | - | - | - | - | - | - |
| Cash conversion cycle | - | - | - | - | - | - | - | - | - | - |
| Valuation | ||||||||||
| P / E | 45.9x | - | 52.7x | 49.7x | 83.0x | - | 94.0x | 53.3x | 46.3x | - |
| P / B | 6.8x | - | 7.4x | 8.7x | 8.9x | - | 8.4x | 8.8x | 9.4x | - |
| P / S | 8.6x | - | 9.8x | 11.7x | 10.8x | - | 10.5x | 10.1x | 10.6x | - |
| EV / EBITDA | - | - | - | - | - | - | - | - | - | - |
| Growth | ||||||||||
| Revenue growth (YoY) | 9.0% | - | 7.3% | 2.2% | 3.6% | - | 11.9% | 9.6% | 12.5% | - |
| Revenue CAGR (3y) | 8.3% | - | 11.8% | 8.5% | 7.0% | - | 16.2% | 8.7% | 8.8% | - |
| Revenue CAGR (5y) | 7.8% | - | 10.2% | 10.5% | 8.2% | - | 6.4% | 6.0% | 6.5% | - |
| Gross profit growth (YoY) | - | - | - | - | - | - | - | - | - | - |
| Operating income growth (YoY) | 66.5% | - | 82.0% | 28.5% | -43.6% | - | -42.3% | -6.7% | 145.8% | - |
| Net income growth (YoY) | 56.9% | - | 78.5% | 27.9% | -41.1% | - | -41.4% | -6.9% | 137.4% | - |
| EPS growth (YoY) | 66.0% | - | 86.6% | 33.8% | -38.4% | - | -38.6% | -2.3% | 149.6% | - |
| EPS CAGR (3y) | 36.7% | - | 24.3% | 17.5% | -3.8% | - | -16.7% | 18.0% | 38.3% | - |
| EPS CAGR (5y) | 22.0% | - | - | - | -18.2% | - | 4.4% | 17.6% | 27.4% | - |
| FCF growth (YoY) | -73.9% | - | - | - | 18.5% | - | - | - | 37.1% | - |
| FCF CAGR (5y) | - | - | - | - | -19.4% | - | - | - | 58.1% | - |
| Book value growth (YoY) | 14.5% | 25.3% | 12.9% | 21.8% | 11.2% | 10.6% | 49.4% | 22.4% | 17.7% | 30.9% |
Sales by segment
From XBRL dimensional facts in the 10-K period ending 2025-12-31.
Business segments
$14.11B totalAdvice And Wealth Management$10.17B · 72.1%
Asset Management Segment$3.54B · 25.1%
Retirement And Protection Solutions$397.00M · 2.8%
Corporate And Other$3.00M · 0.0%
Product / service
$26.33B totalInvestment Advice$11.11B · 42.2%
Investment Advice Advisory$6.48B · 24.6%
Investment Advice Retail Customer$2.17B · 8.2%
Distribution Service$2.12B · 8.0%
Distribution Service Insurance And Annuity$1.04B · 4.0%
Distribution Service Mutual Funds$890.00M · 3.4%
Investment Advice Institutional$671.00M · 2.5%
Investment Advice Financial Planning$496.00M · 1.9%
Distribution Service Other Products$484.00M · 1.8%
Investment Advice Transaction And Other$394.00M · 1.5%
Product And Service Other$279.00M · 1.1%
Distribution Service Brokerage Cash$102.00M · 0.4%
Investment Advice Model Delivery$95.00M · 0.4%
Peer comparison
Same SIC group: Investment Advice
Comparing AMERIPRISE FINANCIAL INC against the 5 most active filers in the same SIC group.
Dividends
$6.50/share trailing 12 months · +7.6% YoY
| Ex-date | Per share |
|---|---|
| May 4, 2026 | $1.7000 |
| Feb 9, 2026 | $1.6000 |
| Nov 10, 2025 | $1.6000 |
| Aug 4, 2025 | $1.6000 |
| May 5, 2025 | $1.6000 |
| Feb 10, 2025 | $1.4800 |
| Nov 4, 2024 | $1.4800 |
| Aug 5, 2024 | $1.4800 |
| May 3, 2024 | $1.4800 |
| Feb 8, 2024 | $1.3500 |
| Nov 3, 2023 | $1.3500 |
| Aug 4, 2023 | $1.3500 |
| May 5, 2023 | $1.3500 |
| Feb 9, 2023 | $1.2500 |
| Nov 4, 2022 | $1.2500 |
| Aug 5, 2022 | $1.2500 |
| May 6, 2022 | $1.2500 |
| Feb 10, 2022 | $1.1300 |
| Nov 5, 2021 | $1.1300 |
| Aug 6, 2021 | $1.1300 |
| May 7, 2021 | $1.1300 |
| Feb 11, 2021 | $1.0400 |
| Nov 6, 2020 | $1.0400 |
| Aug 7, 2020 | $1.0400 |