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Ameriprise Financial, Inc. (AMP) Stock: Price, Forecast & Analyst Target

Ameriprise Financial, Inc. (AMP) — MoonshotScore 76/100 (Strong band), calculated Oct 4, 2026. Price $490.91 (-0.79%), as of the Oct 2, 2026 trading session; market cap $44.1B. Expected results Oct 29, 2026.

Educational signal · not a buy or sell recommendation · How to read this

Market value / cash and short-term investments: 4.30× (market value Oct 2, 2026; cash Jun 30, 2026) · expected results Oct 29, 2026

$490.91 −$3.91 (-0.79%) Market Cap $44.1B

Ameriprise Financial, Inc. · AMP · NYSE · Financial Services · Asset Management

Research dated 2026-09-12: Ameriprise Financial combines advisor-led wealth management, Columbia Threadneedle asset management and RiverSource annuities and insurance inside the same holding company. Advice and Wealth Management supplies most segment revenue, so the case rests less on generic asset management than on whether the advisor franchise can keep producing durable earnings while the investment and protection businesses remain sound.

Price as of Oct 2, 2026

Key Statistics

76 of 100

MoonshotScore v2 · Ameriprise Financial (AMP)

Strong
Business Quality Elite (91)
Financial Safety Strained (25)
Valuation Fair (75)
Growth Durability Compounding (83)
Momentum Quiet (51)
Why this rating? Method, drivers & history

Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.

  • Business Quality — Is this a genuinely good business?
  • Financial Safety — Could this blow up on me?
  • Valuation — Am I paying a fair price?
  • Growth Durability — Is the growth real and likely to last?
  • Momentum — Is the market already moving on this?
The ten-second read ·

Elite quality and durable growth, at a cheap price, but a strained balance sheet. Business Quality: Elite; Financial Safety: Strained; Valuation: Fair; Growth Durability: Compounding; Momentum: Quiet.

  • quarterly revenue $5.01B (Q2 FY2026, quarter ended Jun 2026)
  • EPS beat 7 of 8
  • expected results Oct 29, 2026

Holding back: balance-sheet strain

Helping: business quality, an attractive price, durable growth

What has the MoonshotScore done over time?

MoonshotScore snapshots recorded for AMP (29 recorded, newest six shown)
RecordedScoreBand
68Strong
64Fair
82Exceptional
82Exceptional
78Strong
78Strong

The score was 76 in the stored Oct 3, 2026 snapshot and remains 76 in the current publication computed Oct 4, 2026 (0); the largest pillar moves were Momentum -1; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged.

Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.

Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →

Price & valuation

Dates shown where recorded
MeasureValueAs of
Latest provided price$490.91
Change on the day-0.79%
52-week range$422.37–$572.56
Market capitalisation$44.1B
Price / earnings (trailing)11.68
Shares traded on the day461.5K
Beta (volatility vs the S&P 500)1.13
Dividends per share (last 12 months)$6.60
Dividend yield (last 12 months)1.34%

Price & events

Weekly closing price with reported quarters marked Weekly closing price from Sep 5, 2025 to Oct 2, 2026: low $434, high $570, latest $491. 4 reported quarters marked, 4 above and 0 below the recorded estimate. $570 $434 high $570 Oct 30, 2025 · Earnings results · reported above the recorded estimate · close $4531Jan 29, 2026 · Earnings results · reported above the recorded estimate · close $5272Apr 23, 2026 · Earnings results · reported above the recorded estimate · close $4643Jul 23, 2026 · Earnings results · reported above the recorded estimate · close $5294 Sep 5, 2025 Oct 2, 2026 · $491 $489Sep 5, 2025$490Sep 19, 2025$492Oct 3, 2025$470Oct 17, 2025$453Oct 31, 2025$458Nov 14, 2025$456Nov 28, 2025$494Dec 12, 2025$502Dec 26, 2025$508Jan 9, 2026$497Jan 23, 2026$543Feb 6, 2026$472Feb 20, 2026$465Mar 6, 2026$439Mar 20, 2026$434Apr 2, 2026$456Apr 17, 2026$467May 1, 2026$470May 15, 2026$446May 29, 2026$459Jun 12, 2026$453Jun 26, 2026$507Jul 10, 2026$529Jul 24, 2026$552Aug 7, 2026$556Aug 21, 2026$561Sep 4, 2026$544Sep 18, 2026$491Oct 2, 2026

Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file. Numbers key to the dated list. Point at or tab to any week for its close.

Events behind the price

  • · Earnings results · above the recorded estimate
  • · Earnings results · above the recorded estimate
  • · Earnings results · above the recorded estimate
  • · Earnings results · above the recorded estimate

Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.

Upcoming events

As of

  1. Next results dueProvider estimate

The provider's estimated date can change.

What to watch next

Other perspectives

Council score for Ameriprise Financial (AMP): perspectives

Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.

5-Factor Breakdown

Growth Durability Strong
Momentum Strong
Business Quality Strong
Financial Safety Weak
Valuation Moderate

Legends Council

5 lenses, 0 current

AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built

Dalio-style lens (simulated) Ray Dalio Favorable read
Griffin-style lens (simulated) Ken Griffin Unfavorable read
Englander-style lens (simulated) Izzy Englander Unfavorable read
Klarman-style lens (simulated) Seth Klarman Favorable read
Moon AI lens (model) Favorable read

Read on: Sep 30, 2026 · older than the 27 hours refresh window; not a current reading

Munger's Mindset

Balance Sheet & Valuation · historical

Financial Health Moderate
Margin of Safety Fairly Valued
Profit Margin Moderate
Revenue Growth Neutral
Debt/Equity Weak
ROE Strong
Gross Margin Moderate

Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading

How to read these bars and different assessments

Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.

Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.

On Sep 10, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.

Readings on this page are from Oct 5, 2026, except a card that shows its own read date.

Watch the AMP film — every key number, told as a short cinematic story

~2 min · open the film

1 · What is it?

What is Ameriprise Financial (AMP), and what does it report?

Short answer · as of

Ameriprise sells financial planning and brokerage through advisors, investment management through Columbia Threadneedle, and annuities plus life and disability coverage through RiverSource.

Research dated 2026-09-12.

Ameriprise sells financial planning and brokerage through advisors, investment management through Columbia Threadneedle, and annuities plus life and disability coverage through RiverSource. Reported revenue is therefore not merely a fee on pooled assets; it also reflects retail advice relationships and retirement and protection products.

The company reports Advice and Wealth Management, Asset Management, Retirement and Protection Solutions, and Corporate and Other. Advice and Wealth Management is the dominant revenue contributor, while Corporate and Other contains closed blocks and corporate-level investment results rather than another customer-facing growth franchise.

Sources (as of 2026-09-12): Sector / industry (provider taxonomy); Business description; Revenue by segment

2 · Latest results

What do the latest results show for Ameriprise Financial (AMP)?

Short answer · as of

The most recent reported quarter, Q2 FY2026, carried revenue of $5.01B.

Research dated 2026-09-12.

The latest period delivered sequential increases in revenue, operating profit, net income and diluted earnings per share, while gross profit declined. That divergence shows that the improvement did not run uniformly through every reported profit line, even though operating and bottom-line performance strengthened.

The recent annual record also shows higher revenue and net income than the prior period, extending a broader revenue climb while profit progression has been less even. Recent results exceeded consensus on revenue and earnings, and the latest release continued that pattern.

The operating mechanism spans advisor and brokerage activity, Columbia Threadneedle investment management, and RiverSource retirement and protection products. The latest figures show the outcome of that mix, but they do not isolate which franchise produced the sequential acceleration.

Sources (as of 2026-09-12): Quarterly income statement (USD thousands); Annual revenue and net result (USD millions); Reported versus estimated, last 8 quarters; Revenue by segment; Business description

Where is operating spending going?

Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.

Latest quarter · revenue
$5.01B Jun 30, 2026
Latest quarter · FMP standardized operating result
$1.53B Jun 30, 2026
Where is operating spending going? — FMP standardized evidence
Period endRevenueR&DSG&AFMP standardized operating result
Jun 30, 2026$5.01BNot availableNot available$1.53B
Mar 31, 2026$4.89BNot availableNot available$1.22B
Dec 31, 2025$5.05BNot availableNot available$1.37B
Sep 30, 2025$4.87BNot availableNot available$1.26B

USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.

Did results meet expectations?

Reported earnings and revenue alongside the estimates recorded by the provider.

Latest report · revenue
$5.01B Jul 23, 2026
Latest report · revenue estimate
$4.87B Jul 23, 2026
Latest report · revenue vs estimate
Above estimate Jul 23, 2026
Latest report · EPS vs estimate
Above estimate Jul 23, 2026
Did results meet expectations? — reported evidence
Report dateRevenue · reportedRevenue · estimateEPS · reportedEPS · estimate
Jul 23, 2026$5.01B$4.87B$11.0700$10.8100
Apr 23, 2026$4.89B$4.72B$11.2600$10.2100
Jan 29, 2026$4.96B$4.77B$10.8300$10.3400
Oct 30, 2025$4.87B$4.60B$9.9200$9.7700

Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.

Quarterly income statement — 4 quarters
Revenue, net income and earnings per share by quarter
PeriodRevenueNet incomeEPS
Q2 FY2026$5.01B$1.11B$11.98 (diluted)
Q1 FY2026$4.89B$915M$9.68 (diluted)
Q4 FY2025$5.05B$1.01B$10.47 (diluted)
Q3 FY2025$4.87B$912M$9.33 (diluted)
3 · Financial strengths and risks

What are the financial strengths and risks for Ameriprise Financial (AMP)?

Short answer

Cash and short-term investments were $10.25B at the Jun 30, 2026 balance-sheet date. Operating cash flow was $2.89B for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway.

Research dated 2026-09-12.

Cash and short-term investments exceed total debt, and the broader cash-and-investment pool is larger still. Most of that broader pool is classified as long-term investments rather than cash and short-term holdings, so treating it all as freely deployable liquidity would overstate financial flexibility.

Operating cash flow has swung from substantial inflows to a sharp outflow and back, while capital spending has generally been modest beside those movements. Cash and short-term investments have also varied sharply, making direction across several reporting periods more informative than any isolated balance.

The ratio set pairs strong reported equity returns with far lower asset returns, reflecting how leverage and balance-sheet scale shape the economics. A renewed contraction in operating cash generation alongside weaker short-term liquidity would be the clearest financial deterioration to watch.

Sources (as of 2026-09-12): Cash, investments and debt; Cash and investment components; Cash against market value; Operating cash flow by quarter (USD millions); Cash and short-term investments over time (USD millions); Cash decline over the reported window; Trailing twelve-month ratio set; Business description

How much cash does the business generate or use?

Quarterly operating cash flow shows cash generated or used by operations.

Latest quarter · operating cash flow
$2.89B Jun 30, 2026
Previous quarter · operating cash flow
$459.00M Mar 31, 2026
How much cash does the business generate or use? — reported evidence
Period endOperating cash flowCapital expenditure (reported)
Jun 30, 2026$2.89B−$37.00M
Mar 31, 2026$459.00M−$29.00M
Dec 31, 2025$2.67B−$44.00M
Sep 30, 2025$2.20B−$44.00M

Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.

USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.

4 · What to check next?

What should you watch next at Ameriprise Financial (AMP)?

Short answer · as of

The next earnings report is expected on Oct 29, 2026.

Research dated 2026-09-12.

The next release needs to preserve revenue momentum and show whether operating profit and net income can remain strong if gross profit stays under pressure. Consensus anticipates further revenue and earnings expansion, so performance against those expectations will indicate whether recent upside reflects a durable run or a less consistent sequence.

Segment direction matters as much as the consolidated result. Advice and Wealth Management should be checked for continued dominance, while Columbia Threadneedle and RiverSource reveal whether the supporting franchises are strengthening or merely adding balance-sheet complexity.

Cash generation deserves a separate check because the latest strong inflow followed pronounced volatility. Another healthy inflow paired with stable cash and short-term investments would reinforce the earnings improvement; renewed divergence would weaken it.

Sources (as of 2026-09-12): Next earnings report; Analyst revenue and earnings estimates (average); Reported versus estimated, last 8 quarters; Quarterly income statement (USD thousands); Revenue by segment; Operating cash flow by quarter (USD millions); Cash and short-term investments over time (USD millions)

5 · Peer comparison

How does Ameriprise Financial compare with its peers?

Short answer

Ameriprise Financial's score ranks 4th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.

Research dated 2026-09-12.

Ameriprise differs from a pure asset manager because its largest business is advisor-led wealth management rather than Columbia Threadneedle. It differs from a brokerage because it also owns an investment manager and RiverSource, which manufactures annuities and insurance products.

This structure spreads activity across retail advice, managed investments, institutional clients and protection products. It also makes consolidated results harder to read than those of a narrower peer, because advisor economics, investment management and insurance-related assets and liabilities move through the same company.

Sources (as of 2026-09-12): Sector / industry (provider taxonomy); Business description; Revenue by segment; Cash, investments and debt

Peer set — price, market value and MoonshotScore
CompanyPriceMarket valueScore
Ares Capital Corporation (ARCC) Same industry, near in market value$18.86 Oct 2, 2026$13.5B85 5-pillar Oct 4, 2026
Banco Santander (Brasil) S.A. (BSBR) Named competitor$5.40 Oct 2, 2026$40.4B84 5-pillar Oct 4, 2026
T. Rowe Price Group, Inc. (TROW) Same industry, near in market value$104.62 Oct 2, 2026$22.4B84 5-pillar Oct 4, 2026
Ameriprise Financial (AMP) — this page$490.91$44.1B76
Corebridge Financial, Inc. (CRBG) Same industry, near in market value$34.03 Oct 2, 2026$15.2B73 5-pillar Oct 4, 2026
American International Group, Inc. (AIG) Named competitor$74.93 Oct 2, 2026$39.7B71 5-pillar Oct 4, 2026
TPG Inc. (TPG) Same industry, near in market value$44.67 Oct 2, 2026$17.1B69 5-pillar Oct 4, 2026
Blackstone Inc. (BX) Same industry, near in market value$111.74 Oct 2, 2026$135B67 5-pillar Oct 4, 2026
Brookfield Asset Management (BAM) Same industry, near in market value$44.85 Oct 2, 2026$71.6B58 5-pillar Oct 4, 2026
Ares Management Corporation (ARES) Same industry, near in market value$117.55 Oct 2, 2026$38.6B56 5-pillar Oct 4, 2026
Athene Holding Ltd. (ATHS) Same industry, near in market value$23.51 Oct 2, 2026$18.8B55 5-pillar Oct 4, 2026
Apollo Global Management, Inc. (APO) Named competitor$114.02 Oct 2, 2026$65.7B54 5-pillar Oct 4, 2026
BlackRock, Inc. (BLK) Same industry, near in market value$1059.63 Oct 2, 2026$164B49 5-pillar Oct 4, 2026

Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.

Screen more Financial Services stocks

The records behind this page

Analyst targets & estimates

What analysts have on file

Price target, low to high
$489.00 – $645.00
Consensus target
$556.67
Median target
$539.00

Consensus record · Captured .

Measured against a quoted price of $490.91 (as of Oct 2, 2026).

Insider activity

Form 4 records via FMP · Of the newest 100 records, those within the last 180 days, newest dated Aug 10, 2026

Transactions
61
Identified insiders
16
Purchases
0
Sales
13
Other transactions
48

Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.

Who holds the shares?

Institutional ownership reported through 13F filings.

Institutional ownership
85.0% Period end Jun 30, 2026
Previous quarter · ownership
84.1% Prior to period end Jun 30, 2026
Reporting holders
1,413 Period end Jun 30, 2026
Previous quarter · holders
1,406 Prior to period end Jun 30, 2026
Who holds the shares? — reported evidence
Holders in provider snapshotShares
Blackrock, INC.7,935,137
Vanguard Capital Management LLC5,900,661
Vanguard Portfolio Management LLC5,176,700
State Street Corp4,672,743
Geode Capital Management, LLC2,756,276

Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.

What has been published about Ameriprise Financial (AMP)?

Read these with our analysis →

AMP Financial Services Stock FAQ

Research dated 2026-09-12; the answers below are from that research, and the full attribution is under Sources. The last 3 questions are answered from this page's own dated data, not from the research.

Why is Advice and Wealth Management more important to Ameriprise than Columbia Threadneedle?

Advice and Wealth Management contributes far more segment revenue and connects financial planning with full-service brokerage through Ameriprise advisors. Columbia Threadneedle remains meaningful, but it is not the largest reported revenue engine.

Sources (as of 2026-09-12): Business description; Revenue by segment

How does RiverSource change Ameriprise’s financial profile?

RiverSource adds annuities, life insurance and disability income insurance to the group. Those products place Ameriprise alongside insurers as well as wealth managers and help explain why investments and liabilities occupy such a large part of the consolidated balance sheet.

Sources (as of 2026-09-12): Business description; Cash, investments and debt; Cash and investment components

What would make Ameriprise’s latest earnings improvement less convincing?

Continued gross-profit pressure, weaker operating profit or another reversal in operating cash flow would make the recent advance look less durable. The latest period strengthened revenue and bottom-line results, but cash generation has been volatile.

Sources (as of 2026-09-12): Quarterly income statement (USD thousands); Operating cash flow by quarter (USD millions); Reported versus estimated, last 8 quarters

What do Ameriprise award and exempt insider transactions reveal about conviction?

Recent insider activity records sales and equity-related transactions without recorded purchases. Transaction filings identify what occurred, but they do not establish why an insider acted, so the pattern cannot by itself prove a change in conviction.

Sources (as of 2026-09-12): Insider transactions, last 180 days; What the sources do not tell us

What is the AMP stock price today?

The last price recorded on this page for Ameriprise Financial, Inc. (AMP) is $490.91, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.

What is the AMP price target?

The analyst consensus price target for Ameriprise Financial, Inc. (AMP) is $556.67 (range $489.00 to $645.00, median $539.00), per FMP data captured Oct 4, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.

When are AMP's next earnings?

The next earnings date listed on this page for Ameriprise Financial, Inc. (AMP) is Oct 29, 2026. Companies sometimes move report dates, so the company's own announcement is the final word on timing.

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

Research written by Codex (gpt-5.6-sol) on 2026-09-12. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.

Sources (as of 2026-09-12): Legal name; Business description; Revenue by segment

Sources — records for every figure on this page (75 figures)

The 75 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.

"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.

OFFICIAL — 1 fact from SEC filings and earnings calls

OFFICIAL facts used on this page
Fact IDFactValue as shownAs ofTierSource
id.hqSEC filing business addressMinneapolis, MNOFFICIALSEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "1099 Ameriprise Financial Center, Minneapolis, MN, 55474, US".

FMP — 65 facts from Financial Modeling Prep endpoint families

FMP facts used on this page
Fact IDFactValue as shownAs ofTierSource
px.lastLatest provided price$490.91FMPFinancial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-04T20:54:59.461Z.
px.changeChange on the day-0.79%FMPFinancial Modeling Prep (FMP) · quote
px.mcapMarket capitalisation$44.1BFMPFinancial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T20:00:22.000Z. Captured from FMP at 2026-10-04T20:54:58.324Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares.
px.change_absChange on the day, in dollars−$3.91FMPFinancial Modeling Prep (FMP) · quote
fin.q_revenueRevenue, Q2 FY2026$5.01BFMPFinancial Modeling Prep (FMP) · income statement (quarterly)
px.range5252-week range$422.37–$572.56FMPFinancial Modeling Prep (FMP) quote
px.pePrice / earnings (trailing)11.68FMPFinancial Modeling Prep (FMP) · quote
px.volumeShares traded on the day461.5KFMPFinancial Modeling Prep (FMP) · quote
px.betaBeta1.13FMPFinancial Modeling Prep (FMP) company profile
id.ceoChief executiveJames Michael CracchioloFMPFinancial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it.
id.employeesEmployees13,600FMPFinancial Modeling Prep (FMP) employee count, from the company's filing
fin.annualRevenue and net result by fiscal year5 fiscal years, FY2021 through FY2025: FY2021 revenue $13.54B, net result $2.76B; FY2022 revenue $14.33B, net result $3.15B; FY2023 revenue $16.12B, net result $2.56B; FY2024 revenue $17.98B, net result $3.40B; FY2025 revenue $18.91B, net result $3.56BFMPFinancial Modeling Prep (FMP), from the company's 10-K income statements
fin.rev_mixReported revenue segmentsAsset Management Segment $3.62B · Advice and Wealth Management $12.17B · Retirement and Protection Solutions $3.96BFMPFinancial Modeling Prep (FMP) revenue segmentation, from the company's 10-K
fin.gross_marginGross margin (trailing twelve months)50.2%FMPFinancial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero.
fin.q_table.depth.2026-06-30.revenue_kRevenue — period end 2026-06-30$5.01BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-06-30.operating_result_kFMP standardized operating result — period end 2026-06-30$1.53BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-03-31.revenue_kRevenue — period end 2026-03-31$4.89BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-03-31.operating_result_kFMP standardized operating result — period end 2026-03-31$1.22BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-12-31.revenue_kRevenue — period end 2025-12-31$5.05BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-12-31.operating_result_kFMP standardized operating result — period end 2025-12-31$1.37BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-09-30.revenue_kRevenue — period end 2025-09-30$4.87BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-09-30.operating_result_kFMP standardized operating result — period end 2025-09-30$1.26BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
earn.history.depth.2026-07-23.revenue_actualRevenue · reported — report date 2026-07-23$5.01BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-07-23.revenue_estimatedRevenue · estimate — report date 2026-07-23$4.87BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-07-23.eps_actualEPS · reported — report date 2026-07-23$11.0700Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-07-23.eps_estimatedEPS · estimate — report date 2026-07-23$10.8100Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-04-23.revenue_actualRevenue · reported — report date 2026-04-23$4.89BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-04-23.revenue_estimatedRevenue · estimate — report date 2026-04-23$4.72BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-04-23.eps_actualEPS · reported — report date 2026-04-23$11.2600Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-04-23.eps_estimatedEPS · estimate — report date 2026-04-23$10.2100Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-01-29.revenue_actualRevenue · reported — report date 2026-01-29$4.96BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-01-29.revenue_estimatedRevenue · estimate — report date 2026-01-29$4.77BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-01-29.eps_actualEPS · reported — report date 2026-01-29$10.8300Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-01-29.eps_estimatedEPS · estimate — report date 2026-01-29$10.3400Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-10-30.revenue_actualRevenue · reported — report date 2025-10-30$4.87BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-10-30.revenue_estimatedRevenue · estimate — report date 2025-10-30$4.60BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-10-30.eps_actualEPS · reported — report date 2025-10-30$9.9200Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-10-30.eps_estimatedEPS · estimate — report date 2025-10-30$9.7700Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
fin.q_tableQuarterly income statement4 quarters through Q2 FY2026FMPFinancial Modeling Prep (FMP) · income statement (quarterly), as filed
fin.cash_investmentsCash and short-term investments$10.25BFMPFinancial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review.
fin.opcf_latestLatest-quarter operating cash flow$2.89BFMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate.
fin.long_term_investmentsLong-term investments (classification unverified)$63.05BFMPFinancial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability.
fin.total_debtTotal debt$6.53BFMPFinancial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability.
fin.price_to_bookPrice to book value7.08×FMPFinancial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero.
fin.opcf.depth.2026-06-30.operating_cash_flow_mOperating cash flow — period end 2026-06-30$2.89BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-03-31.operating_cash_flow_mOperating cash flow — period end 2026-03-31$459.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-06-30.capex_mCapital expenditure (reported) — period end 2026-06-30−$37.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-03-31.capex_mCapital expenditure (reported) — period end 2026-03-31−$29.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-12-31.operating_cash_flow_mOperating cash flow — period end 2025-12-31$2.67BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-12-31.capex_mCapital expenditure (reported) — period end 2025-12-31−$44.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-09-30.operating_cash_flow_mOperating cash flow — period end 2025-09-30$2.20BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-09-30.capex_mCapital expenditure (reported) — period end 2025-09-30−$44.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
earn.pt_rangeAnalyst price target, low to high$489.00 – $645.00FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied
earn.pt_consensusConsensus analyst price target$556.67FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied
earn.pt_medianMedian analyst price target$539.00FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied
own.insidersInsider transactions via FMP61 transactions · 0 purchases, 13 sales, 48 other transactions · 16 identified insiders · of the newest 100 records, those within the last 180 days, newest dated Aug 10, 2026FMPFinancial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
own.institutions.depth.ownership_pctInstitutional ownership85.0%FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026
own.institutions.depth.ownership_pct_previous_quarterPrevious quarter · ownership84.1%FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026
own.institutions.depth.holdersReporting holders1,413FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026
own.institutions.depth.holders_previous_quarterPrevious quarter · holders1,406FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026
own.top_holders.depth.holder_0.sharesBlackrock, INC. — shares in provider snapshot7,935,137FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_1.sharesVanguard Capital Management LLC — shares in provider snapshot5,900,661FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_2.sharesVanguard Portfolio Management LLC — shares in provider snapshot5,176,700FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_3.sharesState Street Corp — shares in provider snapshot4,672,743FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_4.sharesGeode Capital Management, LLC — shares in provider snapshot2,756,276FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.

UNRECORDED — 2 facts from stored observations whose source was not recorded

UNRECORDED facts used on this page
Fact IDFactValue as shownAs ofTierSource
earn.nextNext earnings dateOct 29, 2026UNRECORDEDStored earnings-calendar observation — Captured 2026-08-21
earn.historyReported versus estimated, recent quartersEPS beat 7 of 8UNRECORDEDStored earnings-history observation — Captured 2026-10-02 · Expired observation

COMPUTED — 5 facts from our arithmetic, formula restated

COMPUTED facts used on this page
Fact IDFactValue as shownAs ofTierSource
fin.mcap_to_cashMarket value per dollar of cash and short-term investments4.30×—COMPUTEDComputed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $10.25B at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-02. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio.
div.ttm_per_shareDividends per share, last 12 months (split-adjusted)$6.60COMPUTEDFinancial Modeling Prep (FMP) split-adjusted dividend history — Sum of 4 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-04, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate.
div.ttm_yieldDividend yield, last 12 months1.34%COMPUTEDFinancial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate.
earn.history.depth.2026-07-23.revenue_actual.comparisonLatest report · revenue vs estimateAbove estimateReport date · COMPUTEDComputed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($5.01B) with the recorded estimate ($4.87B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns.
earn.history.depth.2026-07-23.eps_actual.comparisonLatest report · EPS vs estimateAbove estimateReport date · COMPUTEDComputed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($11.0700) with the recorded estimate ($10.8100) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns.

OURS — 2 facts from Stock Expert AI's own score and rank

OURS facts used on this page
Fact IDFactValue as shownAs ofTierSource
ours.moonshotMoonshotScore v276 of 100 · Strong · pillars 91 / 25 / 75 / 83 / 51OURSStock Expert AI MoonshotScore v2 engine
ours.moonshot_changeMoonshotScore movement76 (stored snapshot Oct 3, 2026) → 76 (current publication computed Oct 4, 2026) (0)OURSStock Expert AI current score publication and immutable score snapshots

Fact-family notes

  1. Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs: fin.q_table.depth.2026-06-30.revenue_k, fin.q_table.depth.2026-06-30.operating_result_k, fin.q_table.depth.2026-03-31.revenue_k, fin.q_table.depth.2026-03-31.operating_result_k, fin.q_table.depth.2025-12-31.revenue_k, fin.q_table.depth.2025-12-31.operating_result_k, fin.q_table.depth.2025-09-30.revenue_k, fin.q_table.depth.2025-09-30.operating_result_k.
  2. Earnings-history note. Source series as of 2026-07-23. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs: earn.history.depth.2026-07-23.revenue_actual, earn.history.depth.2026-07-23.revenue_estimated, earn.history.depth.2026-07-23.revenue_actual.comparison, earn.history.depth.2026-07-23.eps_actual.comparison, earn.history.depth.2026-07-23.eps_actual, earn.history.depth.2026-07-23.eps_estimated, earn.history.depth.2026-04-23.revenue_actual, earn.history.depth.2026-04-23.revenue_estimated, earn.history.depth.2026-04-23.eps_actual, earn.history.depth.2026-04-23.eps_estimated, earn.history.depth.2026-01-29.revenue_actual, earn.history.depth.2026-01-29.revenue_estimated, earn.history.depth.2026-01-29.eps_actual, earn.history.depth.2026-01-29.eps_estimated, earn.history.depth.2025-10-30.revenue_actual, earn.history.depth.2025-10-30.revenue_estimated, earn.history.depth.2025-10-30.eps_actual, earn.history.depth.2025-10-30.eps_estimated.
  3. Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs: fin.opcf.depth.2026-06-30.operating_cash_flow_m, fin.opcf.depth.2026-03-31.operating_cash_flow_m, fin.opcf.depth.2026-06-30.capex_m, fin.opcf.depth.2026-03-31.capex_m, fin.opcf.depth.2025-12-31.operating_cash_flow_m, fin.opcf.depth.2025-12-31.capex_m, fin.opcf.depth.2025-09-30.operating_cash_flow_m, fin.opcf.depth.2025-09-30.capex_m.
Published
Research standards
Methodology · Editorial policy · Corrections

Sources used for research written 2026-09-12

Historical evidence preserved with this analysis. Current figures are listed separately above.

EvidenceCaptured valueSource dateSource typeSource
Legal name
AMERIPRISE FINANCIAL INC

Our market-data provider lists the name as "Ameriprise Financial, Inc."; the filer's own record is used here.

2026-02-19OFFICIALSEC EDGAR — 10-K filed 2026-02-19
Business description
Ameriprise Financial, Inc. is a holding company, which engages in providing financial planning, asset management, and insurance services to individuals, businesses, and institutions. It operates through the following business segments: Advice & Wealth Management, Asset Management, Retirement & Protection Solutions, and Corporate & Other. The Advice & Wealth Management segment consists of financial planning and advice, as well as full-service brokerage services for retail clients through financial advisors. The Asset Management segment offers investment management, advice, and products to retail, high net worth, and institutional clients through Columbia Threadneedle. The Retirement & Protection Solutions segment refers to RiverSource solutions, which includes clients annuities, life insurance, and disability income insurance products. The Corporate & Other segment handles closed blocks of business and net investment income or loss on corporate level assets, including excess capital held in subsidiaries. The company was founded by John Tappan in 1894 and is headquartered in Minneapolis, MN.
2026-09-12FMPFinancial Modeling Prep (FMP) company profile
Revenue by segment
Asset Management Segment: $3.62B; Advice and Wealth Management: $12.17B; Retirement and Protection Solutions: $3.96B
2025-12-31FMPFinancial Modeling Prep (FMP) revenue segmentation, from the company's 10-K
Sector / industry (provider taxonomy)
Financial Services / Asset Management

The company's SEC filings classify it under SIC 6282 — Investment Advice.

2026-09-12FMPFinancial Modeling Prep (FMP) company profile
Quarterly income statement (USD thousands)
Captured record · 8 entries
  • Quarter ended 2026-06-30 — EPS: $11.98 per share, R&D: $0, SG&A: $0, EPS basic: $12.12 per share, EPS basis: diluted, Revenue: $5.01B, EPS diluted: $11.98 per share, Net result: $1.11B, Gross profit: $2.24B, Operating result: $1.53B
  • Quarter ended 2026-03-31 — EPS: $9.68 per share, R&D: $0, SG&A: $0, EPS basic: $9.81 per share, EPS basis: diluted, Revenue: $4.89B, EPS diluted: $9.68 per share, Net result: $915.00M, Gross profit: $2.46B, Operating result: $1.22B
  • Quarter ended 2025-12-31 — EPS: $10.47 per share, R&D: $0, SG&A: $0, EPS basic: $10.63 per share, EPS basis: diluted, Revenue: $5.05B, EPS diluted: $10.47 per share, Net result: $1.01B, Gross profit: $2.70B, Operating result: $1.37B
  • Quarter ended 2025-09-30 — EPS: $9.33 per share, R&D: $0, SG&A: $0, EPS basic: $9.47 per share, EPS basis: diluted, Revenue: $4.87B, EPS diluted: $9.33 per share, Net result: $912.00M, Gross profit: $2.56B, Operating result: $1.26B
  • Quarter ended 2025-06-30 — EPS: $10.73 per share, R&D: $0, SG&A: $0, EPS basic: $10.88 per share, EPS basis: diluted, Revenue: $4.49B, EPS diluted: $10.73 per share, Net result: $1.06B, Gross profit: $2.25B, Operating result: $1.43B
  • Quarter ended 2025-03-31 — EPS: $5.83 per share, R&D: $0, SG&A: $0, EPS basic: $5.92 per share, EPS basis: diluted, Revenue: $4.48B, EPS diluted: $5.83 per share, Net result: $583.00M, Gross profit: $2.43B, Operating result: $767.00M
  • Quarter ended 2024-12-31 — EPS: $10.58 per share, R&D: $0, SG&A: $0, EPS basic: $10.8 per share, EPS basis: diluted, Revenue: $4.66B, EPS diluted: $10.58 per share, Net result: $1.07B, Gross profit: $2.53B, Operating result: $1.44B
  • Quarter ended 2024-09-30 — EPS: $5 per share, R&D: $0, SG&A: $0, EPS basic: $5.09 per share, EPS basis: diluted, Revenue: $4.58B, EPS diluted: $5 per share, Net result: $511.00M, Gross profit: $2.41B, Operating result: $732.00M
2026-06-30FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements
Annual revenue and net result (USD millions)
Captured record · 5 entries
  • FY2025 — R&D: $0, Revenue: $18.91B, Period end: 2025-12-31, Net result: $3.56B
  • FY2024 — R&D: $0, Revenue: $17.98B, Period end: 2024-12-31, Net result: $3.40B
  • FY2023 — R&D: $0, Revenue: $16.12B, Period end: 2023-12-31, Net result: $2.56B
  • FY2022 — R&D: $0, Revenue: $14.33B, Period end: 2022-12-31, Net result: $3.15B
  • FY2021 — R&D: $0, Revenue: $13.54B, Period end: 2021-12-31, Net result: $2.76B
2025-12-31FMPFinancial Modeling Prep (FMP), from the company's 10-K income statements
Reported versus estimated, last 8 quarters
Captured record · 8 entries
  • Reported 2026-07-23 — EPS actual: $11.07 per share, EPS estimated: $10.81 per share, Revenue actual: $5.01B, Revenue estimated: $4.87B
  • Reported 2026-04-23 — EPS actual: $11.26 per share, EPS estimated: $10.21 per share, Revenue actual: $4.89B, Revenue estimated: $4.72B
  • Reported 2026-01-29 — EPS actual: $10.83 per share, EPS estimated: $10.34 per share, Revenue actual: $4.96B, Revenue estimated: $4.77B
  • Reported 2025-10-30 — EPS actual: $9.92 per share, EPS estimated: $9.77 per share, Revenue actual: $4.87B, Revenue estimated: $4.60B
  • Reported 2025-07-24 — EPS actual: $9.11 per share, EPS estimated: $9 per share, Revenue actual: $4.38B, Revenue estimated: $4.34B
  • Reported 2025-04-24 — EPS actual: $9.5 per share, EPS estimated: $9.08 per share, Revenue actual: $4.35B, Revenue estimated: $4.42B
  • Reported 2025-01-29 — EPS actual: $9.36 per share, EPS estimated: $9.05 per share, Revenue actual: $4.50B, Revenue estimated: $4.49B
  • Reported 2024-10-23 — EPS actual: $8.83 per share, EPS estimated: $8.93 per share, Revenue actual: $4.40B, Revenue estimated: $4.31B
2026-07-23FMPFinancial Modeling Prep (FMP) earnings
Cash, investments and debt
Total debt: $6.53B; Liquidity basis: cash and short-term investments; Total liabilities: $191.50B; Cash and short-term investments: $10.25B; Cash and investments: $73.30B; Long-term investments: $63.05B; Long-term investments classification: unclassified

Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability.

2026-06-30FMPFinancial Modeling Prep (FMP), from the company's balance sheet
Cash and investment components
Total basis: cash short and long-term investments; Total: $73.30B; Cash and short-term investments: $10.25B; Long-term investments: $63.05B; Long-term investments classification: unclassified

Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures.

2026-06-30COMPUTEDComputed from the balance sheet
Cash against market value
As of: 2026-06-30; Cash basis: cash and short-term investments; Net cash: $3.72B; Total debt: $6.53B; Cash and investments: $10.25B

Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. Cash is the latest reported cash and short-term investment balance; long-term investments are excluded. Market capitalization is the latest provider value.; The reported balance does not establish unrestricted availability or liquidation value.; The two are measured on different dates — the balance sheet is a quarter-end, the market cap is a recent close.; Debt is total debt as reported, including operating lease liabilities where the filer includes them.

2026-06-30COMPUTEDComputed from the balance sheet and the latest market capitalization
Operating cash flow by quarter (USD millions)
Captured record · 8 entries
  • Quarter ended 2026-06-30 — Capital expenditure: -$37.00M, Operating cash flow: $2.89B
  • Quarter ended 2026-03-31 — Capital expenditure: -$29.00M, Operating cash flow: $459.00M
  • Quarter ended 2025-12-31 — Capital expenditure: $118.00M, Operating cash flow: -$2.76B
  • Quarter ended 2025-09-30 — Capital expenditure: -$44.00M, Operating cash flow: $2.20B
  • Quarter ended 2025-06-30 — Capital expenditure: -$38.00M, Operating cash flow: $1.76B
  • Quarter ended 2025-03-31 — Capital expenditure: -$36.00M, Operating cash flow: $1.69B
  • Quarter ended 2024-12-31 — Capital expenditure: -$58.00M, Operating cash flow: $383.00M
  • Quarter ended 2024-09-30 — Capital expenditure: -$49.00M, Operating cash flow: $3.05B
2026-06-30FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements
Cash and short-term investments over time (USD millions)
Captured record · 8 entries
  • 2026-06-30 — Amount: $10.25B, Cash basis: cash and short-term investments
  • 2026-03-31 — Amount: $8.50B, Cash basis: cash and short-term investments
  • 2025-12-31 — Amount: $63.69B, Cash basis: cash and short-term investments
  • 2025-09-30 — Amount: $46.86B, Cash basis: cash and short-term investments
  • 2025-06-30 — Amount: $46.38B, Cash basis: cash and short-term investments
  • 2025-03-31 — Amount: $11.06B, Cash basis: cash and short-term investments
  • 2024-12-31 — Amount: $60.67B, Cash basis: cash and short-term investments
  • 2024-09-30 — Amount: $63.12B, Cash basis: cash and short-term investments
2026-06-30FMPFinancial Modeling Prep (FMP), from the company's quarterly balance sheets
Cash decline over the reported window
To: 2026-06-30; From: 2024-09-30; Periods: 7; Cash basis: cash and short-term investments; Closing balance: $10.25B; Decline: $52.87B; Opening balance: $63.12B; Average change per period: $7.55B

Change in cash, cash equivalents and short-term investments between the 2024-09-30 and 2026-06-30 balance sheets.; This is a balance change, not operating burn: financing and investing move it too.; Averaged over 7 reporting periods of unequal length.

2026-06-30COMPUTEDComputed from reported balances
Trailing twelve-month ratio set
Quick ratio: 8.48; Current ratio: 8.48; Debt to equity: 1.03; Net margin: 19.9%; Gross margin: 50.2%; Operating margin: 27.1%; Return on assets: 2%; Return on equity: 61.7%

Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero.

2026-09-12FMPFinancial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm
Next earnings report
Date: 2026-10-29; EPS estimate: $11.8 per share; Revenue estimate: $5.09B

The date is our provider's estimate until the company confirms it.

2026-09-12FMPFinancial Modeling Prep (FMP) earnings calendar
Analyst revenue and earnings estimates (average)
Captured record · 4 entries
  • FY2026 — EPS average: $46.47 per share, Revenue average: $20.01B, Revenue low: $19.65B, Revenue high: $20.21B, Analysts (revenue): 7
  • FY2027 — EPS average: $51.67 per share, Revenue average: $21.05B, Revenue low: $20.52B, Revenue high: $21.98B, Analysts (revenue): 7
  • FY2028 — EPS average: $57.34 per share, Revenue average: $22.27B, Revenue low: $21.84B, Revenue high: $22.69B, Analysts (revenue): 4
  • FY2029 — EPS average: $65.32 per share, Revenue average: $24.11B, Revenue low: $23.71B, Revenue high: $24.75B, Analysts (revenue): 2
2026-09-12FMPFinancial Modeling Prep (FMP) analyst estimates
Insider transactions, last 180 days
Net shares: -117,924.1174; Window days: 180; Price low: $126.89; Clustered days: 2026-07-09; 2026-07-28; Price high: $559.62; Buy transactions: 0; Distinct insiders: 9; Sell transactions: 11; Other transactions: 37; Total transactions: 48; Other transaction types: A-Award: 1, F-InKind: 10, M-Exempt: 26; Unknown direction transactions: 0

Purchase and sale counts require explicit provider transaction types, without a conflicting acquisition/disposition direction. Other transactions retain their provider type; awards, exercises, gifts and in-kind transactions are not counted as purchases or sales. Net shares sums acquired minus disposed shares across direction-known records, including other transaction types; unknown directions are excluded. It is not net purchases or a verified change in beneficial ownership. Named-insider counts, same-day clusters and positive reported prices cover all retained records. Filing dates are used only when transaction dates are absent. Neither timing nor price establishes motive or whether a transaction was on the open market.

2026-08-10FMPFinancial Modeling Prep (FMP) insider transactions, from Form 4 filings
What the sources do not tell us
Captured record · 3 entries
  • What: We hold fewer than two daily score snapshots for this company, so there is no track to show yet., Family: Score history
  • What: A Form 4 records what an insider transacted, never why. Sales that look like tax withholding on vesting shares are not labelled as such in the filing., Family: Insider intent
  • What: Anything that changed after the most recent filing and has not been announced is not on this page., Family: Between filings

Each entry names a family of information the packet has no fact for.; The list is drawn from a fixed catalogue keyed to fact ids — it is not written per ticker and contains no generated text.; An absent family means our sources did not answer; it does not mean the company has nothing to report.

2026-09-12COMPUTEDDerived from which sources answered this build
Data Sources & Methodology
Figures come from Financial Modeling Prep (FMP). If FMP has no figure for a ticker, a price or fundamental may come from a Yahoo Finance fallback, or a price from an Alpaca fallback. SEC EDGAR is used only for filing links and company identity details (legal name, address), never for figures. AI analysis by Stock Expert AI proprietary algorithms. Technical indicators via industry-standard calculations. Last updated: .
Data Provenance
Sources: Financial Modeling Prep (FMP) — Primary · Yahoo Finance — Fallback · Alpaca — Tertiary
Last fetched:
Cache TTL: Quote 5min · Profile 7d · Financials 7d · Insider 48h
How we use AI: Numbers are pulled directly from FMP & Yahoo Finance — our AI writes the analysis, it never edits the figures.
Data provided as-is for educational purposes. Not financial advice. Methodology

Data provided for informational purposes only.

ETFs that hold AMP

Funds in our ETF coverage that list AMP among the top 10 holdings on their fund page, largest weight first. Each weight is the fund's reported holding weight as of the date in its row.

ETFWeightHoldings as of
JMID ETF2.78%