Copeland Capital Management LLC Cuts Stock Position in Ameriprise Financial, Inc. $AMP

Copeland Capital Management LLC trimmed its position in shares of Ameriprise Financial, Inc. (NYSE:AMP) by 4.1% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 33,175 shares of the financial services provider’s stock after selling 1,427 shares during the quarter. Copeland Capital Management LLC’s holdings in Ameriprise Financial were worth $16,268,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of AMP. M&T Bank Corp lifted its position in Ameriprise Financial by 1,440.2% during the fourth quarter. M&T Bank Corp now owns 466,151 shares of the financial services provider’s stock valued at $228,572,000 after acquiring an additional 435,885 shares during the last quarter. Qube Research & Technologies Ltd lifted its holdings in shares of Ameriprise Financial by 140.5% during the 3rd quarter. Qube Research & Technologies Ltd now owns 471,867 shares of the financial services provider’s stock valued at $231,805,000 after purchasing an additional 275,659 shares during the last quarter. Man Group plc boosted its position in shares of Ameriprise Financial by 687.4% in the 3rd quarter. Man Group plc now owns 276,822 shares of the financial services provider’s stock worth $135,989,000 after purchasing an additional 241,665 shares in the last quarter. Federated Hermes Inc. boosted its position in shares of Ameriprise Financial by 29.3% in the 3rd quarter. Federated Hermes Inc. now owns 966,163 shares of the financial services provider’s stock worth $474,628,000 after purchasing an additional 219,080 shares in the last quarter. Finally, Close Asset Management Ltd grew its stake in Ameriprise Financial by 78.2% during the 3rd quarter. Close Asset Management Ltd now owns 463,149 shares of the financial services provider’s stock worth $227,652,000 after buying an additional 203,252 shares during the last quarter. 83.95% of the stock is currently owned by institutional investors.

Ameriprise Financial Price Performance

Shares of NYSE AMP opened at $459.69 on Friday. Ameriprise Financial, Inc. has a 52 week low of $422.37 and a 52 week high of $550.18. The business’s 50 day moving average price is $454.74 and its 200 day moving average price is $474.78. The company has a quick ratio of 0.68, a current ratio of 0.68 and a debt-to-equity ratio of 0.86. The firm has a market cap of $41.91 billion, a P/E ratio of 12.64, a P/E/G ratio of 1.15 and a beta of 1.27.

Ameriprise Financial (NYSE:AMP) last posted its quarterly earnings results on Thursday, April 23rd. The financial services provider reported $11.26 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $10.21 by $1.05. The company had revenue of $4.77 billion during the quarter, compared to analyst estimates of $4.82 billion. Ameriprise Financial had a net margin of 19.28% and a return on equity of 63.04%. Ameriprise Financial’s revenue for the quarter was up 9.7% compared to the same quarter last year. During the same period last year, the firm posted $9.50 EPS. On average, sell-side analysts expect that Ameriprise Financial, Inc. will post 41.06 earnings per share for the current year.

Ameriprise Financial Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 22nd. Shareholders of record on Monday, May 4th will be issued a $1.70 dividend. The ex-dividend date of this dividend is Monday, May 4th. This is a positive change from Ameriprise Financial’s previous quarterly dividend of $1.60. This represents a $6.80 annualized dividend and a yield of 1.5%. Ameriprise Financial’s dividend payout ratio is currently 17.60%.

Key Headlines Impacting Ameriprise Financial

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

• Positive Sentiment: Q1 EPS materially beat expectations (reported $11.26 vs. ~ $10.20–$10.60 consensus), signaling strong profitability and driving investor interest. Ameriprise Financial Services (AMP) Tops Q1 Earnings and Revenue Estimates
• Positive Sentiment: The board approved a 6% increase in the regular quarterly dividend to $1.70 per share (payable May 22), which supports income investors and signals confidence in cash flow. Ameriprise Financial Increases Regular Quarterly Dividend 6 Percent
• Positive Sentiment: Media coverage highlighting client satisfaction and Ameriprise’s charitable work frames the business as undervalued relative to service quality and long-term client retention — a supportive narrative for investors looking past short-term noise. Ameriprise Charitable Honors And Client Satisfaction Contrast With Undervalued Shares
• Neutral Sentiment: Company press release and slide deck provide full Q1 detail: strong margins and ROE (net margin ~19.3%, ROE ~63%), but mixed top-line signals — useful for analysts and investors digging into segment performance. View Press Release
• Neutral Sentiment: Analyst consensus remains conservative (consensus rating noted as “Hold”), suggesting limited near-term upside from analyst revisions despite the EPS beat. Ameriprise Financial, Inc. (NYSE:AMP) Receives Consensus Rating of “Hold” from Analysts
• Negative Sentiment: Revenue missed some analyst estimates (reported ~$4.77B vs. ~ $4.82B consensus in some reports), which likely drove profit-taking and caution among investors focused on growth and AUM-related fees. Compared to Estimates, Ameriprise (AMP) Q1 Earnings: A Look at Key Metrics

Insiders Place Their Bets

In other Ameriprise Financial news, CFO Walter Stanley Berman sold 7,000 shares of Ameriprise Financial stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $544.22, for a total transaction of $3,809,540.00. Following the completion of the transaction, the chief financial officer owned 5,609 shares in the company, valued at approximately $3,052,529.98. This trade represents a 55.52% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Gumer Alvero sold 4,658 shares of the business’s stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $542.88, for a total value of $2,528,735.04. Following the completion of the transaction, the insider directly owned 4,621 shares of the company’s stock, valued at approximately $2,508,648.48. This trade represents a 50.20% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 16,658 shares of company stock valued at $8,998,675. Company insiders own 0.60% of the company’s stock.

Analyst Upgrades and Downgrades

AMP has been the subject of a number of research analyst reports. Piper Sandler decreased their price target on Ameriprise Financial from $530.00 to $460.00 and set a “hold” rating for the company in a research note on Tuesday, April 7th. Weiss Ratings restated a “buy (b-)” rating on shares of Ameriprise Financial in a report on Monday, December 29th. Keefe, Bruyette & Woods began coverage on shares of Ameriprise Financial in a research report on Friday, April 10th. They issued a “hold” rating for the company. Royal Bank Of Canada reissued an “outperform” rating and set a $605.00 target price (up from $580.00) on shares of Ameriprise Financial in a research report on Monday, February 2nd. Finally, Jefferies Financial Group upped their price target on shares of Ameriprise Financial from $600.00 to $620.00 and gave the company a “buy” rating in a research note on Monday, February 2nd. One analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $544.22.

About Ameriprise Financial

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.