AMP
ACCE-researchedOverview
ACCE thesis
Ameriprise operates wealth management, asset management, and insurance platforms serving 3.2 million clients with $1.3 trillion in assets under management and advisement. The firm benefits from demographic tailwinds as baby boomers enter peak wealth accumulation years, driving organic asset growth and higher fee-based revenue streams. Management's strategic shift toward fee-based advisory services has improved earnings quality, with advice and wealth management generating 65% of total revenues in Q3 2023. The stock trades at just 9.6x forward earnings despite consistent double-digit ROE performance, creating compelling value as the company executes a $3 billion share repurchase program through 2025.
- highACCE score sharp dropScore fell 9 points in 90 days (80→71), with Momentum sub-score at 56/100, signalling deteriorating price/trend dynamics.
- moderateInsider selling onlyLast 10 disclosed transactions show $11.36M in sales and zero buys, suggesting insiders see limited near-term upside.
- moderateQoQ revenue declineSequential quarterly revenue fell 2.9%, potentially signalling near-term growth deceleration despite 9% YoY headline growth.
Walk me through this stock
Plain-English pros, cons, and what to watch. Pro feature.
Price
Valuation
INVESTORSix independent models converge on one confidence-weighted fair value, with full methodology and editable assumptions.
- +All six models: DCF, P/E and EV/EBITDA comps, Graham, dividend discount, residual income
- +Scenario bands, sensitivity tornado, and the 5-year historical valuation range
- +Editable DCF workbench with saved scenarios
Quality
INVESTORThe full quality picture: conviction breakdown, earnings quality, score history, and backtested returns.
- +Conviction score breakdown and earnings-quality grade
- +Growth / value / quality / momentum component scores
- +90-day score history and score-threshold backtests
Analysts
Wall Street consensus
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
- +Price-target low / average / high vs the current price, with implied upside
- +Forward revenue and EPS consensus by fiscal year
- +ACCE fair-value models lined up against the Street
Smart Money
PROFollow the institutions: 13F position changes, insider trades, and active 13D activist filings.
- +Quarter-over-quarter institutional position changes
- +Recent open-market insider transactions
- +Active 13D activist filings and top holders
Compare
Where it sits vs peers
Algorithmic peers (6)
| Ticker | Company | Mcap | P/E | ROE | D/E | Yield | Quality | |
|---|---|---|---|---|---|---|---|---|
| STT | State Street Corporation Common Stock | $50.2B | 16.1 | 12.4% | 1.04 | 1.8% | - | Compare |
| ARES | Ares Management Corporation Class A Common Stock | $41.1B | 56.8 | 14.9% | 3.17 | 3.9% | - | Compare |
| EQT.ST | EQT AB (publ) | $37.9B | 29.8 | 13.9% | 0.33 | 0.1% | - | Compare |
| III.L | 3i Group Ord | $36.3B | 4.9 | 19.1% | 0.00 | 3.1% | - | Compare |
| NTRS | Northern Trust Corporation Common Stock | $32.5B | 15.3 | 17.1% | 2.08 | 1.8% | - | Compare |
| RJF | Raymond James Financial Inc. Common Stock | $31.7B | 14.4 | 18.4% | 0.36 | 1.3% | - | Compare |
Sector report card
Where AMP ranks against its sector peers on each metric.
News and Record
Press releases mentioning this company
- Business Wire•Sep 15, 2026Columbia Threadneedle Investments and Hamilton Lane Announce Strategic Collaboration to Deliver Investment Solutions to the Wealth Channel
- Business Wire•Sep 9, 2026Ameriprise Financial Matching Public Donations to Feeding America® Now Through Oct. 31
- Business Wire•Sep 8, 2026Widowed Americans Are Financially Confident, Yet Many Miss a Trusted Financial Sounding Board
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