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AMP Ameriprise Financial Inc

NYSE, CIK 0000820027, fiscal year ends 12/31. Last price 492.19 on 2026-10-23, market value 43.5 billion dollars.

Machine-readable: AMP.json, AMP.md. Librarian dossier (cited facts, written 2026-10-24): AMP dossier. Sections: Graham Defensive, Magic Formula, Momentum, Insider, Buffett Quality, Lynch GARP, Graham Enterprising, Piotroski F-Score, earnings record, insiders, filings and links.

PhilosophyScoreStatusCurrent inputs as ofHistory usedPriceVerificationRules
Graham Defensive 59
partial, missing 2
 partial: 2 2025-12-31
stale: Revenue
 2013–2025 2026-10-23 6 verified, 18 unverified method
Magic Formula n/a insufficient data (no operating income in XBRL) — — — — method
Momentum 61 ok 2026-10-23 — 2026-10-23 — method
Insider 0 ok 2026-10-23 — — — method
Buffett Quality 75
partial, missing 4, 5
 partial: 4, 5 2026-07-24 2016–2025 2026-10-23 0 verified, 36 unverified method
Lynch GARP 69
partial, missing 4, 6
 partial: 4, 6 — 2020–2025 2026-10-23 0 verified, 2 unverified method
Graham Enterprising 35
partial, missing 1, 2, 7
 partial: 1, 2, 7 2026-06-30 2020–2025 2026-10-23 0 verified, 8 unverified method
Piotroski F-Score 56
partial, missing 5, 6, 8
 partial: 5, 6, 8 — 2024–2026 — 0 verified, 15 unverified method

Market value, source trail

market_value = traded_price (price date) / depositary_ratio x latest point-in-time SEC shares outstanding (share-count date shown; from the filing cover page, summed across share classes only where the issuer filing verifies the classes are economically equivalent (rule + evidence URL in the source text), else withheld; priced at the primary listed class, so where other classes trade at a different price the value is an approximation; restated only for issuer-verified splits after the count date); weighted-average share counts are never used

InputValueUnitPeriod / dateSource
Traded price492.19USD per traded unit (share or ADS)2026-10-23Yahoo Finance
SEC shares outstanding88,333,219underlying shares2026-07-24SEC cover page 10-Q 0000820027-26-000043 (88,333,219 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/820027/000082002726000043/amp-20260630.htm 0000820027-26-000043
Depositary ratio1.0underlying shares per traded unit domestic 10-K filer; SEC shares are the traded units
Market value price date × latest reported shares43,476,727,060USD2026-10-23
shares at 2026-07-24
492.19 (price 2026-10-23) / 1 x 88,333,219 (shares at 2026-07-24) = 43,476,727,060

Graham Defensive

59 of 100. partial: 2. How this is scored.

Test or factorValueThresholdPoints
1 Adequate size18.91 revenue $B>= 15.0 / 5
2 Debt <= equity (unclassified balance sheet fallback) no long-term debt or total liabilities reported in the last 18 months; no AssetsCurrent/LiabilitiesCurrent in any filing—<= 1.0None / 30
3 Positive earnings each of 10 years10 of 1010 of 1015.0 / 15
4 Dividends every year for 20 years20 of 20 XBRL check: 5 years agree, 15 unverified20 of 2015.0 / 15
5 EPS growth, 3-yr avg now vs 10 yrs ago8.20 -> 31.01 (+278%)>= +33%10.0 / 10
6 P/E on 3-year average EPS15.9<= 1513.7 / 15
7 P/B <= 1.5, or P/E x P/B <= 22.5P/B 6.83, product 108.4<= 1.5 or <= 22.50.0 / 10
Inputs, 26 numbers with their sources
InputValuePeriodSourceCheck
Price (close, per traded unit)492.192026-10-23Alpaca Market Data (consolidated SIP daily bar)not cross-checked
Revenue18911000000.02025-12-31 staleSEC XBRL Revenues 0000820027-26-000016unverified
equity6366000000.02026-06-30SEC XBRL StockholdersEquity (companyfacts) 0000820027-26-000043unverified
Net income FY20161313000000.02016-12-31 historySEC XBRL NetIncomeLoss 0000820027-19-000010unverified
Net income FY20171480000000.02017-12-31 historySEC XBRL NetIncomeLoss 0000820027-20-000010unverified
Net income FY20182098000000.02018-12-31 historySEC XBRL NetIncomeLoss 0000820027-21-000012unverified
Net income FY20191893000000.02019-12-31 historySEC XBRL NetIncomeLoss 0000820027-22-000016unverified
Net income FY20201534000000.02020-12-31 historySEC XBRL NetIncomeLoss 0000820027-23-000014unverified
Net income FY20213417000000.02021-12-31 historySEC XBRL NetIncomeLoss 0000820027-24-000015unverified
Net income FY20223149000000.02022-12-31 historySEC XBRL NetIncomeLoss 0000820027-25-000013unverified
Net income FY20232556000000.02023-12-31 historySEC XBRL NetIncomeLoss 0000820027-26-000016unverified
Net income FY20243401000000.02024-12-31 historySEC XBRL NetIncomeLoss 0000820027-26-000016unverified
Net income FY20253563000000.02025-12-31 historySEC XBRL NetIncomeLoss 0000820027-26-000016unverified
Dividend years (Yahoo)[2005, 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026] historyYahoo Finance dividend historyverified (partly: XBRL covers 5 of 20 years)
Dividends per share FY2013 (XBRL)2.012013-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0000820027-16-000168verified
Dividends per share FY2014 (XBRL)2.262014-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0000820027-17-000007verified
Dividends per share FY2015 (XBRL)2.592015-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0000820027-18-000008verified
Dividends per share FY2016 (XBRL)2.922016-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0000820027-18-000008verified
Dividends per share FY2017 (XBRL)3.242017-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0000820027-18-000008verified
EPS diluted FY20148.32014-12-31 historySEC XBRL EarningsPerShareDiluted 0000820027-17-000007unverified
EPS diluted FY20158.482015-12-31 historySEC XBRL EarningsPerShareDiluted 0000820027-18-000008unverified
EPS diluted FY20167.812016-12-31 historySEC XBRL EarningsPerShareDiluted 0000820027-19-000010unverified
EPS diluted FY202323.712023-12-31 historySEC XBRL EarningsPerShareDiluted 0000820027-26-000016unverified
EPS diluted FY202433.052024-12-31 historySEC XBRL EarningsPerShareDiluted 0000820027-26-000016unverified
EPS diluted FY202536.282025-12-31 historySEC XBRL EarningsPerShareDiluted 0000820027-26-000016unverified
Shares outstanding88333219.02026-07-24SEC cover page 10-Q 0000820027-26-000043 (88,333,219 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/820027/000082002726000043/amp-20260630.htm 0000820027-26-000043not cross-checked

Magic Formula

insufficient data (no operating income in XBRL). How this is scored.

insufficient data (no operating income in XBRL).

Momentum

61 of 100. ok. How this is scored.

Test or factorValueThresholdPoints
12-1 month return6.5 % (percentile 51.2)25.6 / 50
6 month return7.8 % (percentile 60.1)12.0 / 20
Price / 52-week high0.86212.9 / 15
Volatility penalty (60d annualised)22.9 %10.7 / 15
Inputs, 1 numbers with their sources
InputValuePeriodSourceCheck
Adjusted close series (14 months)492.192026-10-23Yahoo Finance / Alpaca Market Data daily historynot cross-checked

Insider

0 of 100. ok. How this is scored. Form 4 data loaded through 2026-10-23

Test or factorValueThresholdPoints
Open-market buy value / market cap (percentile among buyers)0.0 bp0.0 / 35
Distinct buyers00.0 / 25
Buyer seniority0.00.0 / 20
Recency (half-life 30d)0.00.0 / 10
Sales penalty (excludes 10b5-1 plan sales)5.04 bp-9.1 / 0
Inputs, 9 numbers with their sources
InputValuePeriodSourceCheck
Form 4 S Brockman Dawn M. 2026-08-10263814.959999999962026-08-10SEC Form 4 (insider transactions data set)not cross-checked
Form 4 S McGraw Deirdre Davey 2026-08-061339872.02026-08-06SEC Form 4 (insider transactions data set)not cross-checked
Form 4 S Williams William Jerryl 2026-07-28492045.199999999952026-07-28SEC Form 4 (insider transactions data set)not cross-checked
Form 4 S Williams William Jerryl 2026-07-281728224.00000000022026-07-28SEC Form 4 (insider transactions data set)not cross-checked
Form 4 S Williams William Jerryl 2026-07-282207819.462026-07-28SEC Form 4 (insider transactions data set)not cross-checked
Form 4 S Berman Walter Stanley 2026-07-28231998.722026-07-28SEC Form 4 (insider transactions data set)not cross-checked
Form 4 S Berman Walter Stanley 2026-07-285813062.82026-07-28SEC Form 4 (insider transactions data set)not cross-checked
Form 4 S CRACCHIOLO JAMES M 2026-07-281038672.99999999992026-07-28SEC Form 4 (insider transactions data set)not cross-checked
Form 4 S CRACCHIOLO JAMES M 2026-07-288789913.62026-07-28SEC Form 4 (insider transactions data set)not cross-checked

Buffett Quality

75 of 100. partial: 4, 5. How this is scored.

Test or factorValueThresholdPoints
1 Average return on equity (net income / year-end equity)52.7% over 8 yrs>= 15%25.0 / 25
2 Profitable every year10 of 10all years15.0 / 15
3 Net income growth, 3-yr average now vs start of window+10.0% a year>= +10%10.0 / 10
4 Borrowings / 3-yr average earnings (years to repay) debt unknown: no debt concept reported in the last 18 months—<= 4None / 15
5 Operating margin, 5-yr average needs at least 4 of the last 5 years0 years with operating income and revenue>= 20%None / 10
6 Free cash flow / net income, 5-yr (operating cash flow minus capex)1.65>= 1.010.0 / 10
7 Owner-earnings yield (3-yr avg free cash flow / market cap)14.6%>= 7%15.0 / 15
Inputs, 38 numbers with their sources
InputValuePeriodSourceCheck
Price (close, per traded unit)492.192026-10-23Alpaca Market Data (consolidated SIP daily bar)not cross-checked
Net income FY20182098000000.02018-12-31 historySEC XBRL NetIncomeLoss 0000820027-21-000012unverified
Equity at FY2018 end5588000000.02018-12-31 historySEC XBRL StockholdersEquity 0000820027-22-000016unverified
Net income FY20191893000000.02019-12-31 historySEC XBRL NetIncomeLoss 0000820027-22-000016unverified
Equity at FY2019 end5911000000.02019-12-31 historySEC XBRL StockholdersEquity 0000820027-23-000014unverified
Net income FY20201534000000.02020-12-31 historySEC XBRL NetIncomeLoss 0000820027-23-000014unverified
Equity at FY2020 end6131000000.02020-12-31 historySEC XBRL StockholdersEquity 0000820027-24-000015unverified
Net income FY20213417000000.02021-12-31 historySEC XBRL NetIncomeLoss 0000820027-24-000015unverified
Equity at FY2021 end4837000000.02021-12-31 historySEC XBRL StockholdersEquity 0000820027-25-000013unverified
Net income FY20223149000000.02022-12-31 historySEC XBRL NetIncomeLoss 0000820027-25-000013unverified
Equity at FY2022 end3803000000.02022-12-31 historySEC XBRL StockholdersEquity 0000820027-26-000016unverified
Net income FY20232556000000.02023-12-31 historySEC XBRL NetIncomeLoss 0000820027-26-000016unverified
Equity at FY2023 end4729000000.02023-12-31 historySEC XBRL StockholdersEquity 0000820027-26-000016unverified
Net income FY20243401000000.02024-12-31 historySEC XBRL NetIncomeLoss 0000820027-26-000016unverified
Equity at FY2024 end5228000000.02024-12-31 historySEC XBRL StockholdersEquity 0000820027-26-000043unverified
Net income FY20253563000000.02025-12-31 historySEC XBRL NetIncomeLoss 0000820027-26-000016unverified
Equity at FY2025 end6549000000.02025-12-31 historySEC XBRL StockholdersEquity 0000820027-26-000043unverified
Net income FY20161313000000.02016-12-31 historySEC XBRL NetIncomeLoss 0000820027-19-000010unverified
Net income FY20171480000000.02017-12-31 historySEC XBRL NetIncomeLoss 0000820027-20-000010unverified
Net income FY20182098000000.02018-12-31 historySEC XBRL NetIncomeLoss 0000820027-21-000012unverified
Net income FY20191893000000.02019-12-31 historySEC XBRL NetIncomeLoss 0000820027-22-000016unverified
Net income FY20201534000000.02020-12-31 historySEC XBRL NetIncomeLoss 0000820027-23-000014unverified
Net income FY20213417000000.02021-12-31 historySEC XBRL NetIncomeLoss 0000820027-24-000015unverified
Net income FY20223149000000.02022-12-31 historySEC XBRL NetIncomeLoss 0000820027-25-000013unverified
Net income FY20232556000000.02023-12-31 historySEC XBRL NetIncomeLoss 0000820027-26-000016unverified
Net income FY20243401000000.02024-12-31 historySEC XBRL NetIncomeLoss 0000820027-26-000016unverified
Net income FY20253563000000.02025-12-31 historySEC XBRL NetIncomeLoss 0000820027-26-000016unverified
Operating cash flow FY20213325000000.02021-12-31 historySEC XBRL NetCashProvidedByUsedInOperatingActivities 0000820027-24-000015unverified
Capital expenditure FY2021120000000.02021-12-31 historySEC XBRL PaymentsToAcquireProductiveAssets (10-K via companyfacts; capex fallback) 0000820027-24-000015unverified
Operating cash flow FY20224407000000.02022-12-31 historySEC XBRL NetCashProvidedByUsedInOperatingActivities 0000820027-25-000013unverified
Capital expenditure FY2022182000000.02022-12-31 historySEC XBRL PaymentsToAcquireProductiveAssets (10-K via companyfacts; capex fallback) 0000820027-25-000013unverified
Operating cash flow FY20234685000000.02023-12-31 historySEC XBRL NetCashProvidedByUsedInOperatingActivities 0000820027-26-000016unverified
Capital expenditure FY2023184000000.02023-12-31 historySEC XBRL PaymentsToAcquireProductiveAssets (10-K/A via companyfacts; capex fallback) 0000820027-26-000016unverified
Operating cash flow FY20246595000000.02024-12-31 historySEC XBRL NetCashProvidedByUsedInOperatingActivities 0000820027-26-000016unverified
Capital expenditure FY2024176000000.02024-12-31 historySEC XBRL PaymentsToAcquireProductiveAssets (10-K/A via companyfacts; capex fallback) 0000820027-26-000016unverified
Operating cash flow FY20258323000000.02025-12-31 historySEC XBRL NetCashProvidedByUsedInOperatingActivities 0000820027-26-000016unverified
Capital expenditure FY2025162000000.02025-12-31 historySEC XBRL PaymentsToAcquireProductiveAssets (10-K/A via companyfacts; capex fallback) 0000820027-26-000016unverified
Shares outstanding88333219.02026-07-24SEC cover page 10-Q 0000820027-26-000043 (88,333,219 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/820027/000082002726000043/amp-20260630.htm 0000820027-26-000043not cross-checked

Lynch GARP

69 of 100. partial: 4, 6. How this is scored.

Test or factorValueThresholdPoints
1 PEG: P/E divided by 5-yr EPS growth (in % points)0.56<= 1.030.0 / 30
2 EPS growth, 5-yr compound rate+24.4% a year12% to 35% a year20.0 / 20
3 P/E on latest annual EPS13.6<= 2510.0 / 10
4 Borrowings / equity debt unknown: no debt concept reported in the last 18 months—<= 0.5None / 15
5 Years of the last 5 in which EPS rose3 of 55 of 59.0 / 15
6 Net cash (cash minus borrowings) / market cap needs market cap, cash and debt—>= +10%None / 10
Inputs, 3 numbers with their sources
InputValuePeriodSourceCheck
Price (close, per traded unit)492.192026-10-23Alpaca Market Data (consolidated SIP daily bar)not cross-checked
EPS diluted FY202536.282025-12-31 historySEC XBRL EarningsPerShareDiluted 0000820027-26-000016unverified
EPS diluted FY202012.22020-12-31 historySEC XBRL EarningsPerShareDiluted 0000820027-23-000014unverified

Graham Enterprising

35 of 100. partial: 1, 2, 7. How this is scored.

Test or factorValueThresholdPoints
1 Current ratio no fresh current assets/liabilities (unclassified balance sheet)—>= 1.5None / 15
2 Borrowings vs working capital debt unknown: no debt concept reported in the last 18 months—<= 1.1xNone / 15
3 No earnings deficit in the last 5 years5 of 5 profitable5 of 515.0 / 15
4 Pays a current dividendyesyes10.0 / 10
5 EPS higher than five years earlier12.20 -> 36.28higher10.0 / 10
6 Price / book value per share book value used because intangibles are not separated in the dataset (Graham uses net tangible assets)6.83<= 1.20.0 / 20
7 Price / net current asset value per share (current assets minus all liabilities) needs fresh current assets, total liabilities (or assets and equity of the same date) and share count—<= 0.67None / 15
Inputs, 11 numbers with their sources
InputValuePeriodSourceCheck
Price (close, per traded unit)492.192026-10-23Alpaca Market Data (consolidated SIP daily bar)not cross-checked
Net income FY20213417000000.02021-12-31 historySEC XBRL NetIncomeLoss 0000820027-24-000015unverified
Net income FY20223149000000.02022-12-31 historySEC XBRL NetIncomeLoss 0000820027-25-000013unverified
Net income FY20232556000000.02023-12-31 historySEC XBRL NetIncomeLoss 0000820027-26-000016unverified
Net income FY20243401000000.02024-12-31 historySEC XBRL NetIncomeLoss 0000820027-26-000016unverified
Net income FY20253563000000.02025-12-31 historySEC XBRL NetIncomeLoss 0000820027-26-000016unverified
Dividend years (Yahoo)[2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026] historyYahoo Finance dividend historynot cross-checked
EPS diluted FY202536.282025-12-31 historySEC XBRL EarningsPerShareDiluted 0000820027-26-000016unverified
EPS diluted FY202012.22020-12-31 historySEC XBRL EarningsPerShareDiluted 0000820027-23-000014unverified
equity6366000000.02026-06-30SEC XBRL StockholdersEquity (companyfacts) 0000820027-26-000043unverified
Shares outstanding88333219.02026-07-24SEC cover page 10-Q 0000820027-26-000043 (88,333,219 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/820027/000082002726000043/amp-20260630.htm 0000820027-26-000043not cross-checked

Piotroski F-Score

56 of 100. partial: 5, 6, 8. How this is scored.

Test or factorValueThresholdPoints
1 Return on assets is positive1.9%pass = 111.11111111111111 / 11.11111111111111
2 Operating cash flow is positive8,323Mpass = 111.11111111111111 / 11.11111111111111
3 Return on assets improved on the prior year1.9% -> 1.9%pass = 10.0 / 11.11111111111111
4 Operating cash flow exceeds net income (accruals)8,323M vs 3,563Mpass = 111.11111111111111 / 11.11111111111111
5 Long-term debt / assets fell an input is not reported for one of the two years—pass = 1None / 11.11111111111111
6 Current ratio improved an input is not reported for one of the two years—pass = 1None / 11.11111111111111
7 No new shares issued (share count did not rise)94M -> 88Mpass = 111.11111111111111 / 11.11111111111111
8 Operating margin improved (stand-in for gross margin, which the dataset does not carry) an input is not reported for one of the two years—pass = 1None / 11.11111111111111
9 Asset turnover (revenue / assets) improved0.10 -> 0.10pass = 111.11111111111111 / 11.11111111111111
Inputs, 15 numbers with their sources
InputValuePeriodSourceCheck
net_income 2025-12-313563000000.02025-12-31 historySEC XBRL NetIncomeLoss 0000820027-26-000016unverified
total_assets 2025-12-31190904000000.02025-12-31 historySEC XBRL Assets 0000820027-26-000043unverified
cfo 2025-12-318323000000.02025-12-31 historySEC XBRL NetCashProvidedByUsedInOperatingActivities 0000820027-26-000016unverified
net_income 2025-12-313563000000.02025-12-31 historySEC XBRL NetIncomeLoss 0000820027-26-000016unverified
net_income 2024-12-313401000000.02024-12-31 historySEC XBRL NetIncomeLoss 0000820027-26-000016unverified
total_assets 2025-12-31190904000000.02025-12-31 historySEC XBRL Assets 0000820027-26-000043unverified
total_assets 2024-12-31181403000000.02024-12-31 historySEC XBRL Assets 0000820027-26-000016unverified
cfo 2025-12-318323000000.02025-12-31 historySEC XBRL NetCashProvidedByUsedInOperatingActivities 0000820027-26-000016unverified
net_income 2025-12-313563000000.02025-12-31 historySEC XBRL NetIncomeLoss 0000820027-26-000016unverified
shares_out 2026-07-2488333219.02026-07-24 historySEC XBRL EntityCommonStockSharesOutstanding (companyfacts) 0000820027-26-000043unverified
shares_out 2025-07-2594271565.02025-07-25 historySEC XBRL EntityCommonStockSharesOutstanding 0000820027-25-000066unverified
revenue 2025-12-3118911000000.02025-12-31 historySEC XBRL Revenues 0000820027-26-000016unverified
revenue 2024-12-3117926000000.02024-12-31 historySEC XBRL Revenues 0000820027-26-000016unverified
total_assets 2025-12-31190904000000.02025-12-31 historySEC XBRL Assets 0000820027-26-000043unverified
total_assets 2024-12-31181403000000.02024-12-31 historySEC XBRL Assets 0000820027-26-000016unverified

Earnings record

SEC XBRL, by fiscal year (named by the calendar year it ends in); EPS split-adjusted to today's shares; each row links to the filing.

FYEndedRevenue, $MNet income, $MEPS dilutedDividendFiling
20132013-12-3111,2301,3346.44paid0000820027-16-000168
20142014-12-3112,2961,6198.3paid0000820027-17-000007
20152015-12-3112,2001,5628.48paid0000820027-18-000008
20162016-12-3111,8391,3137.81paid0000820027-19-000010
20172017-12-3112,1801,4809.44paid0000820027-20-000010
20182018-12-3112,9242,09814.2paid0000820027-21-000012
20192019-12-3113,1031,89313.92paid0000820027-22-000016
20202020-12-3111,9581,53412.2paid0000820027-23-000014
20212021-12-3113,3893,41728.48paid0000820027-24-000015
20222022-12-3114,3343,14927.7paid0000820027-25-000013
20232023-12-3116,0962,55623.71paid0000820027-26-000016
20242024-12-3117,9263,40133.05paid0000820027-26-000016
20252025-12-3118,9113,56336.28paid0000820027-26-000016

Insider transactions

SEC Form 4 open-market purchases and sales from the insider data sets; latest 20.

DateInsiderRoleTypeSharesPriceValue
2026-08-10Brockman Dawn M.officersale472558.93263,815
2026-08-06Mcgraw Deirdre Daveyofficersale2,400558.281,339,872
2026-07-28Williams William Jerrylofficersale908541.90492,045
2026-07-28Williams William Jerrylofficersale3,200540.071,728,224
2026-07-28Williams William Jerrylofficersale4,102538.232,207,819
2026-07-28Berman Walter StanleyCFOsale422549.76231,999
2026-07-28Berman Walter StanleyCFOsale10,590548.925,813,063
2026-07-28Cracchiolo James MCEOsale1,900546.671,038,673
2026-07-28Cracchiolo James MCEOsale16,120545.288,789,914
2026-07-27Williams William Jerrylofficersale6537.613,226
2026-07-27Williams William Jerrylofficersale7,888537.084,236,487
2026-05-14Smyth Gerard P.officersale6,255472.522,955,613
2026-05-08Sharpe Robert Francis Jrdirectorsale1,200465.83558,996