Ameriprise Financial shares target raised by Jefferies on growth signs

Published 02/10/2024, 12:00
Ameriprise Financial shares target raised by Jefferies on growth signs

Ameriprise Financial (NYSE: NYSE:AMP (OTC:AMLTF)) has received an updated price target from Jefferies, a sign of confidence in the company's growth prospects. The firm increased the target to $542 from the previous $511 while maintaining a Buy rating on the stock.

The adjustment reflects observations of early positive trends in the company's Asset & Wealth Management (A&WM) and Asset Management (AM) divisions. According to Jefferies, Ameriprise Financial has not yet seen significant shifts in cash balances or asset management flows due to the anticipation of a federal funds rate cutting cycle. However, certain "green shoots" are evident, indicating potential growth.

In the Asset & Wealth Management sector, clients are reportedly extending the duration of their investments. Ameriprise Financial is also introducing new banking products aimed at capturing higher cash levels. These strategic moves are part of the company's efforts to adapt to the current financial environment and enhance its offerings.

The Asset Management division is expected to show improved fixed income performance, especially as the underwhelming results from 2022 are removed from three-year performance statistics. Jefferies suggests that by integrating the A&WM and AM divisions more closely, Ameriprise Financial could eventually see an uptick in retail flows.

In other recent news, Ameriprise Financial has been making headlines with its strong Q2 financial performance, reporting record revenues of $4.2 billion and a 17% year-over-year increase in earnings per share to $8.72. The assets under management and administration also saw a significant growth of 12%, reaching a total of $1.4 trillion.

However, Goldman Sachs recently downgraded Ameriprise's stock from Buy to Neutral due to anticipated challenges to earnings per share growth and limited potential for price-to-earnings ratio expansion. The firm also raised concerns over potential risks within Ameriprise's Asset Wealth Management segment, particularly in relation to cash revenues.

In other developments, Ameriprise Financial is involved in a legal dispute with LPL Financial (NASDAQ:LPLA), accusing the latter of misusing confidential client data. On a different note, Ameriprise, along with several other Wall Street firms, has agreed to pay a hefty penalty for violating recordkeeping rules as part of an enforcement initiative by the U.S. Securities and Exchange Commission and the Commodity Futures Trading Commission.

RBC Capital Markets has spotlighted Ameriprise's strong fundamentals and has adjusted their outlook on the company's stock, increasing the price target to $500 from the previous $487.

InvestingPro Insights

Ameriprise Financial's recent performance and financial metrics align well with Jefferies' optimistic outlook. According to InvestingPro data, the company's revenue growth stands at 12.55% over the last twelve months as of Q2 2024, with a robust operating income margin of 35.6%. These figures support the positive trends observed in the Asset & Wealth Management and Asset Management divisions.

InvestingPro Tips highlight Ameriprise's strong dividend history, having raised its dividend for 19 consecutive years and maintained payments for 20 years. This consistent dividend growth, coupled with a current dividend yield of 1.25%, underscores the company's financial stability and commitment to shareholder returns.

The stock's recent performance is also noteworthy, with a 47.36% price total return over the past year. Trading near its 52-week high at 99.36% of that level, Ameriprise's stock appears to be reflecting investor confidence in its growth strategies and market position.

For investors seeking a deeper understanding of Ameriprise Financial's prospects, InvestingPro offers 11 additional tips, providing a comprehensive analysis of the company's financial health and market position.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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