Aristotle Capital Management Reduces $46M in Ameriprise Financial, Inc. ($AMP)
Aristotle Capital reduced its stake in Ameriprise Financial by 4.3%, reflecting in its latest 13F filing.
Key Points
- Aristotle Capital Management reduced its Ameriprise Financial stake by 4.3%, selling 100,253 shares and holding 2,211,677 shares worth $1 billion.
- Shares of Ameriprise Financial traded near $452.96 with a market cap of $41.3 billion, a P/E ratio of 11.44, and a 52-week range of $422.37 to $550.18.
- Insider Gerard Smyth sold shares on May 14, 2026, while analysts from Piper Sandler and Morgan Stanley maintained their ratings with targets around $471.
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Aristotle Capital Management has reduced its holdings in Ameriprise Financial, Inc. (NYSE: AMP) by 4.3%, according to its latest 13F filing with the SEC. The fund sold 100,253 shares, bringing its total to 2,211,677 shares valued at approximately $1 billion as of the reporting period.
What Changed in Aristotle Capital Management's Ameriprise Financial Position
Aristotle Capital Management trimmed its position in Ameriprise Financial by selling 100,253 shares, resulting in a 4.3% reduction. The fund now holds 2,211,677 shares, down from 2,311,930 shares previously. The current value of this stake is about $1 billion.
Other Institutional Activity in Ameriprise Financial
Several other major funds have also adjusted their positions in Ameriprise Financial. BlackRock, Inc. reduced its holdings by 235,285 shares, ending with 8,625,947 shares valued at $3.83 billion. Meanwhile, Vanguard Capital Management LLC and Vanguard Portfolio Management LLC both added shares, with each holding over 5 million shares worth more than $2.3 billion. State Street Corp increased its stake by 229,187 shares, bringing its total to 4,592,587 shares valued at $2.04 billion. Geode Capital Management, LLC also boosted its holdings by 57,697 shares, totaling 2,873,671 shares worth about $1.27 billion.
Ameriprise Financial, Inc. Stock Down 18.3%
Shares of Ameriprise Financial traded near $452.96. The company has a market cap of $41.3 billion and a P/E ratio of 11.44. It has a 52-week low of $422.37 and a high of $550.18. The stock's 50-day moving average is $457.98, while the 200-day moving average is $475.26. Ameriprise also maintains a current ratio of 2.48 and a debt-to-equity ratio of 56.25.
$AMP stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
Ameriprise Financial reported revenue of $19.32 billion with a 9% growth rate. The company achieved a net margin of 20.17% and a return on equity of 66.94%. Looking ahead, the next earnings report is expected on April 23, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
2 target raises vs 1 cuts.
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EPS & revenue
EPS beat estimates by 9.2%. Revenue beat estimates by 2.1%.
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Profit surprise
EBITDA missed by 13 percent. Operating income met by 0 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
2 target raises, 1 target cut.
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Earnings quality
Gross margin up 55.1 points. Operating margin up 9.3 points.
Earnings Call Summary
Ameriprise posted record earnings of 11.26 dollars per share, beating consensus by 10 percent, as revenues grew 11 percent to 4.8 billion dollars. Assets under management reached 1.7 trillion dollars, up 12 percent, fueled by client net inflows and market gains. Management credited their integrated technology platform, strong adviser productivity reaching 1.2 million dollars, and disciplined hiring approach as key drivers. They remain focused on organic growth over acquisitions and are investing heavily in AI tools and new banking products.
Guidance Management did not provide specific forward guidance. They emphasized strong organic growth momentum and disciplined capital allocation, with confidence in achieving their 4 to 5 percent net client asset growth target despite aggressive recruiting competition. Huntington Bank partnership with 28 billion dollars in assets begins in the fourth quarter; Comerica advisers expected to depart by end of third quarter.
Fine but not compelling. Acceptable results that likely do not create a meaningful forward reset.
Dividend
Ameriprise Financial offers an annual dividend rate of $6.80, yielding 1.48%. The dividend payout ratio stands at 15.95%.
Insider Buying and Selling at Ameriprise Financial, Inc.
On May 14, 2026, Gerard Smyth, EVP & Head of Technology & Service Delivery, sold 1,437 shares at an average price of $471.22 and 6,255 shares at $472.52. Smyth also bought 2,221 shares at $165.41 on the same day. Robert Francis Sharpe Jr. sold 1,200 shares on May 8, 2026, at $465.83.
Analysts Set New Price Targets
On May 4, 2026, Piper Sandler maintained its hold rating on Ameriprise Financial with a price target of $471. Morgan Stanley, on April 30, 2026, maintained a sell rating with a $467 target. BMO Capital, on April 24, 2026, held its rating with a target of $490. Overall, analysts have a mean price target of $540.82 based on 11 opinions.
About Ameriprise Financial
Ameriprise Financial, Inc., based in Minneapolis, Minnesota, is a diversified financial services company. It provides financial planning and advice, asset management, and retirement solutions to individual and institutional clients. The firm operates through several segments, including Advice & Wealth Management and Asset Management, under the Columbia Threadneedle Investments brand. Ameriprise was founded in 1894 and employs approximately 13,600 people.
Bottom Line
Aristotle Capital Management's decision to reduce its stake in Ameriprise Financial by 4.3% is part of its latest portfolio adjustments. Investors often track such filings for insights into institutional sentiment, though these reports are backward-looking and may not reflect current positions. Ameriprise Financial remains a significant player in the financial services industry with strong earnings and a solid market presence.
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