Is Ameriprise Financial (AMP) Undervalued After Winning Advisor Teams With $1.2b In Assets?
Ameriprise Financial (AMP) is in focus after three established advisor teams overseeing nearly US$1.2b in client assets left RBC Capital Markets to join the firm, citing technology, planning tools, and leadership as key factors in their decision.
The advisor hire comes at a time when Ameriprise Financial’s share price has eased, with a 30-day share price return down 10.15% and a 90-day share price return down 4.79%. Total shareholder return over 1 year sits at 8.88% and over 5 years at 82.56%, which points to longer term momentum holding up better than the recent pullback suggests.
Scan advisor-led wealth managers moving assets such as Ameriprise Financial and compare them with our curated list of list of solid balance sheet and fundamentals (25 results).
Ameriprise Financial shares have pulled back even as the last traded price of US$502.58 sits below both analyst targets and intrinsic value estimates. How wide is that gap, and what does it suggest about fair value today?
Most Popular Narrative: 11% Undervalued
Against the current Ameriprise Financial share price of $502.58, the most followed narrative pegs fair value at about $566.64, using an 8.05% discount rate to connect today’s price with those future cash flows and buybacks.
The practice of returning approximately 85% to 90% of adjusted operating earnings to shareholders over time, as illustrated by capital return of 88% and 91% of operating earnings in Q1 and Q2 2026 and a 6% dividend increase, together with repurchases of 3.3 million shares in the first half of 2026, could continue to support EPS and total shareholder return even if revenue growth moderates.
See why 25 investors see Ameriprise Financial as 11% undervalued.
Result: Fair Value of $566.64 (UNDERVALUED)
Still, adviser turnover pressure and ongoing asset management outflows could undermine the Ameriprise Financial buyback story if client assets and fee pools shrink faster than expected.
Find out about the key risks to this Ameriprise Financial narrative.
Next Steps
Mixed signals or opportunity in Ameriprise Financial? Move quickly to review both sides of the story by starting with the 4 key rewards and 1 important warning sign.
Looking for more investment ideas beyond Ameriprise Financial?
If you only stop at Ameriprise Financial, you risk missing other opportunities that could fit your goals even better, so consider broadening your watchlist.
- Target resilient dividend income by reviewing companies in the 8 dividend fortresses that combine higher yields with defensible payout profiles.
- Look for potential mispricing in quality names by scanning the 20 high quality undiscovered gems that pair solid fundamentals with relatively low market attention.
- Focus on capital preservation and steadier compounding by filtering for the 32 resilient stocks with low risk scores that our model scores as more resilient.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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