# AMP · Ameriprise Financial Inc Snapshot 2026-10-26 · CIK 0000820027 · NYSE · Investment Advice Price 492.19 (2026-10-23, Alpaca Market Data (consolidated SIP daily bar)) · Market cap 43.48 B Machine-readable: https://theclaudetrader.com/s/AMP.json · index: https://theclaudetrader.com/llms.txt ## Scores ### Graham Defensive: 58.7 (partial: 2) · complete: False · missing tests: 2 · current inputs as of 2025-12-31 · stale inputs: Revenue · history 2013–2025 · price 2026-10-23 · verification {'verified': 6, 'mismatch': 0, 'unverified': 18, 'not_cross_checked': 2} · computed 2026-10-26 · rules https://theclaudetrader.com/p/graham - 1 Adequate size: 18.91 revenue $B · threshold >= 1 · points 5.0/5 - 2 Debt <= equity (unclassified balance sheet fallback): None · threshold <= 1.0 · points None/30 - 3 Positive earnings each of 10 years: 10 of 10 · threshold 10 of 10 · points 15.0/15 - 4 Dividends every year for 20 years: 20 of 20 · threshold 20 of 20 · points 15.0/15 - 5 EPS growth, 3-yr avg now vs 10 yrs ago: 8.20 -> 31.01 (+278%) · threshold >= +33% · points 10.0/10 - 6 P/E on 3-year average EPS: 15.9 · threshold <= 15 · points 13.7/15 - 7 P/B <= 1.5, or P/E x P/B <= 22.5: P/B 6.83, product 108.4 · threshold <= 1.5 or <= 22.5 · points 0.0/10 Inputs: - Price (close, per traded unit): 492.19 · 2026-10-23 · Alpaca Market Data (consolidated SIP daily bar) · https://docs.alpaca.markets/docs/historical-stock-data-1 - Revenue: 18911000000.0 · 2025-12-31 · SEC XBRL Revenues · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ · unverified - equity: 6366000000.0 · 2026-06-30 · SEC XBRL StockholdersEquity (companyfacts) · https://www.sec.gov/Archives/edgar/data/820027/000082002726000043/ · unverified - Net income FY2016: 1313000000.0 · 2016-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/820027/000082002719000010/ · unverified - Net income FY2017: 1480000000.0 · 2017-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/820027/000082002720000010/ · unverified - Net income FY2018: 2098000000.0 · 2018-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/820027/000082002721000012/ · unverified - Net income FY2019: 1893000000.0 · 2019-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/820027/000082002722000016/ · unverified - Net income FY2020: 1534000000.0 · 2020-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/820027/000082002723000014/ · unverified - Net income FY2021: 3417000000.0 · 2021-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/820027/000082002724000015/ · unverified - Net income FY2022: 3149000000.0 · 2022-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/820027/000082002725000013/ · unverified - Net income FY2023: 2556000000.0 · 2023-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ · unverified - Net income FY2024: 3401000000.0 · 2024-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ · unverified - Net income FY2025: 3563000000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ · unverified - 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] · · Yahoo Finance dividend history · https://finance.yahoo.com/quote/AMP/history?filter=div · verified (partly: XBRL covers 5 of 20 years) - Dividends per share FY2013 (XBRL): 2.01 · 2013-12-31 · SEC XBRL CommonStockDividendsPerShareDeclared · https://www.sec.gov/Archives/edgar/data/820027/000082002716000168/ · verified - Dividends per share FY2014 (XBRL): 2.26 · 2014-12-31 · SEC XBRL CommonStockDividendsPerShareDeclared · https://www.sec.gov/Archives/edgar/data/820027/000082002717000007/ · verified - Dividends per share FY2015 (XBRL): 2.59 · 2015-12-31 · SEC XBRL CommonStockDividendsPerShareDeclared · https://www.sec.gov/Archives/edgar/data/820027/000082002718000008/ · verified - Dividends per share FY2016 (XBRL): 2.92 · 2016-12-31 · SEC XBRL CommonStockDividendsPerShareDeclared · https://www.sec.gov/Archives/edgar/data/820027/000082002718000008/ · verified - Dividends per share FY2017 (XBRL): 3.24 · 2017-12-31 · SEC XBRL CommonStockDividendsPerShareDeclared · https://www.sec.gov/Archives/edgar/data/820027/000082002718000008/ · verified - EPS diluted FY2014: 8.3 · 2014-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/820027/000082002717000007/ · unverified - EPS diluted FY2015: 8.48 · 2015-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/820027/000082002718000008/ · unverified - EPS diluted FY2016: 7.81 · 2016-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/820027/000082002719000010/ · unverified - EPS diluted FY2023: 23.71 · 2023-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ · unverified - EPS diluted FY2024: 33.05 · 2024-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ · unverified - EPS diluted FY2025: 36.28 · 2025-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ · unverified - Shares outstanding: 88333219.0 · 2026-07-24 · SEC 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 · https://www.sec.gov/Archives/edgar/data/820027/000082002726000043/R1.htm ### Magic Formula: — (insufficient data (no operating income in XBRL)) · complete: None · missing tests: none · current inputs as of None · stale inputs: none · history None–None · price None · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/magic_formula ### Momentum: 61.3 (ok) · complete: True · missing tests: none · current inputs as of 2026-10-23 · stale inputs: none · history None–None · price 2026-10-23 · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/momentum - 12-1 month return: 6.5 % · threshold · points 25.6/50 - 6 month return: 7.8 % · threshold · points 12.0/20 - Price / 52-week high: 0.862 · threshold · points 12.9/15 - Volatility penalty (60d annualised): 22.9 % · threshold · points 10.7/15 Inputs: - Adjusted close series (14 months): 492.19 · 2026-10-23 · Yahoo Finance / Alpaca Market Data daily history · ### Insider: 0.0 (ok) · complete: True · missing tests: none · current inputs as of 2026-10-23 · stale inputs: none · history None–None · price None · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/insider - Open-market buy value / market cap (percentile among buyers): 0.0 bp · threshold · points 0.0/35 - Distinct buyers: 0 · threshold · points 0.0/25 - Buyer seniority: 0.0 · threshold · points 0.0/20 - Recency (half-life 30d): 0.0 · threshold · points 0.0/10 - Sales penalty (excludes 10b5-1 plan sales): 5.04 bp · threshold · points -9.1/0 Inputs: - Form 4 S Brockman Dawn M. 2026-08-10: 263814.95999999996 · 2026-08-10 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/820027/000193701026000012/ - Form 4 S McGraw Deirdre Davey 2026-08-06: 1339872.0 · 2026-08-06 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/820027/000138981226000008/ - Form 4 S Williams William Jerryl 2026-07-28: 492045.19999999995 · 2026-07-28 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/820027/000172475626000012/ - Form 4 S Williams William Jerryl 2026-07-28: 1728224.0000000002 · 2026-07-28 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/820027/000172475626000012/ - Form 4 S Williams William Jerryl 2026-07-28: 2207819.46 · 2026-07-28 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/820027/000172475626000012/ - Form 4 S Berman Walter Stanley 2026-07-28: 231998.72 · 2026-07-28 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/820027/000133576126000013/ - Form 4 S Berman Walter Stanley 2026-07-28: 5813062.8 · 2026-07-28 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/820027/000133576126000013/ - Form 4 S CRACCHIOLO JAMES M 2026-07-28: 1038672.9999999999 · 2026-07-28 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/820027/000119648426000014/ - Form 4 S CRACCHIOLO JAMES M 2026-07-28: 8789913.6 · 2026-07-28 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/820027/000119648426000014/ ### Buffett Quality: 75.0 (partial: 4, 5) · complete: False · missing tests: 4, 5 · current inputs as of 2026-07-24 · stale inputs: none · history 2016–2025 · price 2026-10-23 · verification {'verified': 0, 'mismatch': 0, 'unverified': 36, 'not_cross_checked': 2} · computed 2026-10-26 · rules https://theclaudetrader.com/p/buffett - 1 Average return on equity (net income / year-end equity): 52.7% over 8 yrs · threshold >= 15% · points 25.0/25 - 2 Profitable every year: 10 of 10 · threshold all years · points 15.0/15 - 3 Net income growth, 3-yr average now vs start of window: +10.0% a year · threshold >= +10% · points 10.0/10 - 4 Borrowings / 3-yr average earnings (years to repay): None · threshold <= 4 · points None/15 - 5 Operating margin, 5-yr average: 0 years with operating income and revenue · threshold >= 20% · points None/10 - 6 Free cash flow / net income, 5-yr (operating cash flow minus capex): 1.65 · threshold >= 1.0 · points 10.0/10 - 7 Owner-earnings yield (3-yr avg free cash flow / market cap): 14.6% · threshold >= 7% · points 15.0/15 Inputs: - Price (close, per traded unit): 492.19 · 2026-10-23 · Alpaca Market Data (consolidated SIP daily bar) · https://docs.alpaca.markets/docs/historical-stock-data-1 - Net income FY2018: 2098000000.0 · 2018-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/820027/000082002721000012/ · unverified - Equity at FY2018 end: 5588000000.0 · 2018-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/820027/000082002722000016/ · unverified - Net income FY2019: 1893000000.0 · 2019-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/820027/000082002722000016/ · unverified - Equity at FY2019 end: 5911000000.0 · 2019-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/820027/000082002723000014/ · unverified - Net income FY2020: 1534000000.0 · 2020-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/820027/000082002723000014/ · unverified - Equity at FY2020 end: 6131000000.0 · 2020-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/820027/000082002724000015/ · unverified - Net income FY2021: 3417000000.0 · 2021-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/820027/000082002724000015/ · unverified - Equity at FY2021 end: 4837000000.0 · 2021-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/820027/000082002725000013/ · unverified - Net income FY2022: 3149000000.0 · 2022-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/820027/000082002725000013/ · unverified - Equity at FY2022 end: 3803000000.0 · 2022-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ · unverified - Net income FY2023: 2556000000.0 · 2023-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ · unverified - Equity at FY2023 end: 4729000000.0 · 2023-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ · unverified - Net income FY2024: 3401000000.0 · 2024-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ · unverified - Equity at FY2024 end: 5228000000.0 · 2024-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/820027/000082002726000043/ · unverified - Net income FY2025: 3563000000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ · unverified - Equity at FY2025 end: 6549000000.0 · 2025-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/820027/000082002726000043/ · unverified - Net income FY2016: 1313000000.0 · 2016-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/820027/000082002719000010/ · unverified - Net income FY2017: 1480000000.0 · 2017-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/820027/000082002720000010/ · unverified - Net income FY2018: 2098000000.0 · 2018-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/820027/000082002721000012/ · unverified - Net income FY2019: 1893000000.0 · 2019-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/820027/000082002722000016/ · unverified - Net income FY2020: 1534000000.0 · 2020-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/820027/000082002723000014/ · unverified - Net income FY2021: 3417000000.0 · 2021-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/820027/000082002724000015/ · unverified - Net income FY2022: 3149000000.0 · 2022-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/820027/000082002725000013/ · unverified - Net income FY2023: 2556000000.0 · 2023-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ · unverified - Net income FY2024: 3401000000.0 · 2024-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ · unverified - Net income FY2025: 3563000000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ · unverified - Operating cash flow FY2021: 3325000000.0 · 2021-12-31 · SEC XBRL NetCashProvidedByUsedInOperatingActivities · https://www.sec.gov/Archives/edgar/data/820027/000082002724000015/ · unverified - Capital expenditure FY2021: 120000000.0 · 2021-12-31 · SEC XBRL PaymentsToAcquireProductiveAssets (10-K via companyfacts; capex fallback) · https://www.sec.gov/Archives/edgar/data/820027/000082002724000015/ · unverified - Operating cash flow FY2022: 4407000000.0 · 2022-12-31 · SEC XBRL NetCashProvidedByUsedInOperatingActivities · https://www.sec.gov/Archives/edgar/data/820027/000082002725000013/ · unverified - Capital expenditure FY2022: 182000000.0 · 2022-12-31 · SEC XBRL PaymentsToAcquireProductiveAssets (10-K via companyfacts; capex fallback) · https://www.sec.gov/Archives/edgar/data/820027/000082002725000013/ · unverified - Operating cash flow FY2023: 4685000000.0 · 2023-12-31 · SEC XBRL NetCashProvidedByUsedInOperatingActivities · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ · unverified - Capital expenditure FY2023: 184000000.0 · 2023-12-31 · SEC XBRL PaymentsToAcquireProductiveAssets (10-K/A via companyfacts; capex fallback) · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ · unverified - Operating cash flow FY2024: 6595000000.0 · 2024-12-31 · SEC XBRL NetCashProvidedByUsedInOperatingActivities · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ · unverified - Capital expenditure FY2024: 176000000.0 · 2024-12-31 · SEC XBRL PaymentsToAcquireProductiveAssets (10-K/A via companyfacts; capex fallback) · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ · unverified - Operating cash flow FY2025: 8323000000.0 · 2025-12-31 · SEC XBRL NetCashProvidedByUsedInOperatingActivities · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ · unverified - Capital expenditure FY2025: 162000000.0 · 2025-12-31 · SEC XBRL PaymentsToAcquireProductiveAssets (10-K/A via companyfacts; capex fallback) · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ · unverified - Shares outstanding: 88333219.0 · 2026-07-24 · SEC 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 · https://www.sec.gov/Archives/edgar/data/820027/000082002726000043/R1.htm ### Lynch GARP: 69.0 (partial: 4, 6) · complete: False · missing tests: 4, 6 · current inputs as of None · stale inputs: none · history 2020–2025 · price 2026-10-23 · verification {'verified': 0, 'mismatch': 0, 'unverified': 2, 'not_cross_checked': 1} · computed 2026-10-26 · rules https://theclaudetrader.com/p/lynch - 1 PEG: P/E divided by 5-yr EPS growth (in % points): 0.56 · threshold <= 1.0 · points 30.0/30 - 2 EPS growth, 5-yr compound rate: +24.4% a year · threshold 12% to 35% a year · points 20.0/20 - 3 P/E on latest annual EPS: 13.6 · threshold <= 25 · points 10.0/10 - 4 Borrowings / equity: None · threshold <= 0.5 · points None/15 - 5 Years of the last 5 in which EPS rose: 3 of 5 · threshold 5 of 5 · points 9.0/15 - 6 Net cash (cash minus borrowings) / market cap: None · threshold >= +10% · points None/10 Inputs: - Price (close, per traded unit): 492.19 · 2026-10-23 · Alpaca Market Data (consolidated SIP daily bar) · https://docs.alpaca.markets/docs/historical-stock-data-1 - EPS diluted FY2025: 36.28 · 2025-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ · unverified - EPS diluted FY2020: 12.2 · 2020-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/820027/000082002723000014/ · unverified ### Graham Enterprising: 35.0 (partial: 1, 2, 7) · complete: False · missing tests: 1, 2, 7 · current inputs as of 2026-06-30 · stale inputs: none · history 2020–2025 · price 2026-10-23 · verification {'verified': 0, 'mismatch': 0, 'unverified': 8, 'not_cross_checked': 3} · computed 2026-10-26 · rules https://theclaudetrader.com/p/graham_enterprising - 1 Current ratio: None · threshold >= 1.5 · points None/15 - 2 Borrowings vs working capital: None · threshold <= 1.1x · points None/15 - 3 No earnings deficit in the last 5 years: 5 of 5 profitable · threshold 5 of 5 · points 15.0/15 - 4 Pays a current dividend: yes · threshold yes · points 10.0/10 - 5 EPS higher than five years earlier: 12.20 -> 36.28 · threshold higher · points 10.0/10 - 6 Price / book value per share: 6.83 · threshold <= 1.2 · points 0.0/20 - 7 Price / net current asset value per share (current assets minus all liabilities): None · threshold <= 0.67 · points None/15 Inputs: - Price (close, per traded unit): 492.19 · 2026-10-23 · Alpaca Market Data (consolidated SIP daily bar) · https://docs.alpaca.markets/docs/historical-stock-data-1 - Net income FY2021: 3417000000.0 · 2021-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/820027/000082002724000015/ · unverified - Net income FY2022: 3149000000.0 · 2022-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/820027/000082002725000013/ · unverified - Net income FY2023: 2556000000.0 · 2023-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ · unverified - Net income FY2024: 3401000000.0 · 2024-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ · unverified - Net income FY2025: 3563000000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ · unverified - Dividend years (Yahoo): [2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026] · · Yahoo Finance dividend history · https://finance.yahoo.com/quote/AMP/history?filter=div - EPS diluted FY2025: 36.28 · 2025-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ · unverified - EPS diluted FY2020: 12.2 · 2020-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/820027/000082002723000014/ · unverified - equity: 6366000000.0 · 2026-06-30 · SEC XBRL StockholdersEquity (companyfacts) · https://www.sec.gov/Archives/edgar/data/820027/000082002726000043/ · unverified - Shares outstanding: 88333219.0 · 2026-07-24 · SEC 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 · https://www.sec.gov/Archives/edgar/data/820027/000082002726000043/R1.htm ### Piotroski F-Score: 55.6 (partial: 5, 6, 8) · complete: False · missing tests: 5, 6, 8 · current inputs as of None · stale inputs: none · history 2024–2026 · price None · verification {'verified': 0, 'mismatch': 0, 'unverified': 15, 'not_cross_checked': 0} · computed 2026-10-26 · rules https://theclaudetrader.com/p/piotroski - 1 Return on assets is positive: 1.9% · threshold pass = 1 · points 11.11111111111111/11.11111111111111 - 2 Operating cash flow is positive: 8,323M · threshold pass = 1 · points 11.11111111111111/11.11111111111111 - 3 Return on assets improved on the prior year: 1.9% -> 1.9% · threshold pass = 1 · points 0.0/11.11111111111111 - 4 Operating cash flow exceeds net income (accruals): 8,323M vs 3,563M · threshold pass = 1 · points 11.11111111111111/11.11111111111111 - 5 Long-term debt / assets fell: None · threshold pass = 1 · points None/11.11111111111111 - 6 Current ratio improved: None · threshold pass = 1 · points None/11.11111111111111 - 7 No new shares issued (share count did not rise): 94M -> 88M · threshold pass = 1 · points 11.11111111111111/11.11111111111111 - 8 Operating margin improved (stand-in for gross margin, which the dataset does not carry): None · threshold pass = 1 · points None/11.11111111111111 - 9 Asset turnover (revenue / assets) improved: 0.10 -> 0.10 · threshold pass = 1 · points 11.11111111111111/11.11111111111111 Inputs: - net_income 2025-12-31: 3563000000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ · unverified - total_assets 2025-12-31: 190904000000.0 · 2025-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/820027/000082002726000043/ · unverified - cfo 2025-12-31: 8323000000.0 · 2025-12-31 · SEC XBRL NetCashProvidedByUsedInOperatingActivities · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ · unverified - net_income 2025-12-31: 3563000000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ · unverified - net_income 2024-12-31: 3401000000.0 · 2024-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ · unverified - total_assets 2025-12-31: 190904000000.0 · 2025-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/820027/000082002726000043/ · unverified - total_assets 2024-12-31: 181403000000.0 · 2024-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ · unverified - cfo 2025-12-31: 8323000000.0 · 2025-12-31 · SEC XBRL NetCashProvidedByUsedInOperatingActivities · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ · unverified - net_income 2025-12-31: 3563000000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ · unverified - shares_out 2026-07-24: 88333219.0 · 2026-07-24 · SEC XBRL EntityCommonStockSharesOutstanding (companyfacts) · https://www.sec.gov/Archives/edgar/data/820027/000082002726000043/ · unverified - shares_out 2025-07-25: 94271565.0 · 2025-07-25 · SEC XBRL EntityCommonStockSharesOutstanding · https://www.sec.gov/Archives/edgar/data/820027/000082002725000066/ · unverified - revenue 2025-12-31: 18911000000.0 · 2025-12-31 · SEC XBRL Revenues · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ · unverified - revenue 2024-12-31: 17926000000.0 · 2024-12-31 · SEC XBRL Revenues · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ · unverified - total_assets 2025-12-31: 190904000000.0 · 2025-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/820027/000082002726000043/ · unverified - total_assets 2024-12-31: 181403000000.0 · 2024-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ · unverified ## Market value, source trail - Formula: 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 - Traded price: 492.19 on 2026-10-23 (USD per traded unit (share or ADS)) · https://docs.alpaca.markets/docs/historical-stock-data-1 - SEC shares outstanding: 88,333,219 underlying shares, period 2026-07-24, SEC 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, accession 0000820027-26-000043 · https://www.sec.gov/Archives/edgar/data/820027/000082002726000043/R1.htm - Depositary ratio: 1.0 (domestic; 10-K filer; SEC shares are the traded units) · None - Market value (price date x latest reported shares): 43,476,727,060 USD; 492.19 (price 2026-10-23) / 1 x 88,333,219 (shares at 2026-07-24) = 43,476,727,060 ## Revenue by fiscal year (SEC XBRL; FY = calendar year in which the fiscal year ends) - FY2013 (ended 2013-12-31): 11230000000.0 · https://www.sec.gov/Archives/edgar/data/820027/000082002716000168/ - FY2014 (ended 2014-12-31): 12296000000.0 · https://www.sec.gov/Archives/edgar/data/820027/000082002717000007/ - FY2015 (ended 2015-12-31): 12200000000.0 · https://www.sec.gov/Archives/edgar/data/820027/000082002718000008/ - FY2016 (ended 2016-12-31): 11839000000.0 · https://www.sec.gov/Archives/edgar/data/820027/000082002719000010/ - FY2017 (ended 2017-12-31): 12180000000.0 · https://www.sec.gov/Archives/edgar/data/820027/000082002720000010/ - FY2018 (ended 2018-12-31): 12924000000.0 · https://www.sec.gov/Archives/edgar/data/820027/000082002721000012/ - FY2019 (ended 2019-12-31): 13103000000.0 · https://www.sec.gov/Archives/edgar/data/820027/000082002722000016/ - FY2020 (ended 2020-12-31): 11958000000.0 · https://www.sec.gov/Archives/edgar/data/820027/000082002723000014/ - FY2021 (ended 2021-12-31): 13389000000.0 · https://www.sec.gov/Archives/edgar/data/820027/000082002724000015/ - FY2022 (ended 2022-12-31): 14334000000.0 · https://www.sec.gov/Archives/edgar/data/820027/000082002725000013/ - FY2023 (ended 2023-12-31): 16096000000.0 · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ - FY2024 (ended 2024-12-31): 17926000000.0 · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ - FY2025 (ended 2025-12-31): 18911000000.0 · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ ## Net income by fiscal year (SEC XBRL) - FY2013 (ended 2013-12-31): 1334000000.0 · https://www.sec.gov/Archives/edgar/data/820027/000082002716000168/ - FY2014 (ended 2014-12-31): 1619000000.0 · https://www.sec.gov/Archives/edgar/data/820027/000082002717000007/ - FY2015 (ended 2015-12-31): 1562000000.0 · https://www.sec.gov/Archives/edgar/data/820027/000082002718000008/ - FY2016 (ended 2016-12-31): 1313000000.0 · https://www.sec.gov/Archives/edgar/data/820027/000082002719000010/ - FY2017 (ended 2017-12-31): 1480000000.0 · https://www.sec.gov/Archives/edgar/data/820027/000082002720000010/ - FY2018 (ended 2018-12-31): 2098000000.0 · https://www.sec.gov/Archives/edgar/data/820027/000082002721000012/ - FY2019 (ended 2019-12-31): 1893000000.0 · https://www.sec.gov/Archives/edgar/data/820027/000082002722000016/ - FY2020 (ended 2020-12-31): 1534000000.0 · https://www.sec.gov/Archives/edgar/data/820027/000082002723000014/ - FY2021 (ended 2021-12-31): 3417000000.0 · https://www.sec.gov/Archives/edgar/data/820027/000082002724000015/ - FY2022 (ended 2022-12-31): 3149000000.0 · https://www.sec.gov/Archives/edgar/data/820027/000082002725000013/ - FY2023 (ended 2023-12-31): 2556000000.0 · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ - FY2024 (ended 2024-12-31): 3401000000.0 · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ - FY2025 (ended 2025-12-31): 3563000000.0 · https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/ ## EPS diluted by fiscal year (split-adjusted to today's share basis; as filed in brackets) - FY2013 (ended 2013-12-31): 6.44 [filed 6.44, split factor 1.0] - FY2014 (ended 2014-12-31): 8.3 [filed 8.3, split factor 1.0] - FY2015 (ended 2015-12-31): 8.48 [filed 8.48, split factor 1.0] - FY2016 (ended 2016-12-31): 7.81 [filed 7.81, split factor 1.0] - FY2017 (ended 2017-12-31): 9.44 [filed 9.44, split factor 1.0] - FY2018 (ended 2018-12-31): 14.2 [filed 14.2, split factor 1.0] - FY2019 (ended 2019-12-31): 13.92 [filed 13.92, split factor 1.0] - FY2020 (ended 2020-12-31): 12.2 [filed 12.2, split factor 1.0] - FY2021 (ended 2021-12-31): 28.48 [filed 28.48, split factor 1.0] - FY2022 (ended 2022-12-31): 27.7 [filed 27.7, split factor 1.0] - FY2023 (ended 2023-12-31): 23.71 [filed 23.71, split factor 1.0] - FY2024 (ended 2024-12-31): 33.05 [filed 33.05, split factor 1.0] - FY2025 (ended 2025-12-31): 36.28 [filed 36.28, split factor 1.0] ## Dividend years (Yahoo history) 2005, 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026 ## Insider transactions (SEC Form 4 data set, latest 40) - 2026-08-10 S Brockman Dawn M. (officer) 472 @ 558.93 = 263815 · https://www.sec.gov/Archives/edgar/data/820027/000193701026000012/ - 2026-08-06 S McGraw Deirdre Davey (officer) 2400 @ 558.28 = 1339872 · https://www.sec.gov/Archives/edgar/data/820027/000138981226000008/ - 2026-07-28 S Williams William Jerryl (officer) 908 @ 541.90 = 492045 · https://www.sec.gov/Archives/edgar/data/820027/000172475626000012/ - 2026-07-28 S Williams William Jerryl (officer) 3200 @ 540.07 = 1728224 · https://www.sec.gov/Archives/edgar/data/820027/000172475626000012/ - 2026-07-28 S Williams William Jerryl (officer) 4102 @ 538.23 = 2207819 · https://www.sec.gov/Archives/edgar/data/820027/000172475626000012/ - 2026-07-28 S Berman Walter Stanley (CFO) 422 @ 549.76 = 231999 · https://www.sec.gov/Archives/edgar/data/820027/000133576126000013/ - 2026-07-28 S Berman Walter Stanley (CFO) 10590 @ 548.92 = 5813063 · https://www.sec.gov/Archives/edgar/data/820027/000133576126000013/ - 2026-07-28 S CRACCHIOLO JAMES M (CEO) 1900 @ 546.67 = 1038673 · https://www.sec.gov/Archives/edgar/data/820027/000119648426000014/ - 2026-07-28 S CRACCHIOLO JAMES M (CEO) 16120 @ 545.28 = 8789914 · https://www.sec.gov/Archives/edgar/data/820027/000119648426000014/ - 2026-07-27 S Williams William Jerryl (officer) 6 @ 537.61 = 3226 · https://www.sec.gov/Archives/edgar/data/820027/000172475626000012/ - 2026-07-27 S Williams William Jerryl (officer) 7888 @ 537.08 = 4236487 · https://www.sec.gov/Archives/edgar/data/820027/000172475626000012/ - 2026-05-14 S Smyth Gerard P. (officer) 6255 @ 472.52 = 2955613 · https://www.sec.gov/Archives/edgar/data/820027/000182325426000009/ - 2026-05-08 S Sharpe Robert Francis JR (director) 1200 @ 465.83 = 558996 · https://www.sec.gov/Archives/edgar/data/820027/000134057326000005/ ## Links - sec_filings: https://www.sec.gov/edgar/browse/?CIK=0000820027 - sec_xbrl_companyfacts: https://data.sec.gov/api/xbrl/companyfacts/CIK0000820027.json - sec_form4: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000820027&type=4 - sec_8k: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000820027&type=8-K - yahoo: https://finance.yahoo.com/quote/AMP - stooq: https://stooq.com/q/d/?s=amp.us - morningstar (link only, nothing stored): https://www.morningstar.com/search?query=AMP - finviz (link only, nothing stored): https://finviz.com/quote.ashx?t=AMP - stockanalysis (link only, nothing stored): https://stockanalysis.com/stocks/amp/ - seeking_alpha (link only, nothing stored): https://seekingalpha.com/symbol/AMP - openinsider (link only, nothing stored): http://openinsider.com/search?q=AMP - google_news (link only, nothing stored): https://news.google.com/rss/search?q=AMP+stock Cite as: The Claude Trader snapshot 2026-10-26, https://theclaudetrader.com/s/AMP; data from SEC EDGAR XBRL and market prices (Alpaca Market Data, Yahoo Finance) to 2026-10-23. Scores are deterministic rule outputs from public filings. fair_value_model is a labelled model estimate from the same filings (method at /fair-value), not an opinion or recommendation.