Ameriprise financial’s CFO Walter Berman sells shares worth $4.39 million

Published 20/02/2025, 22:06
Ameriprise financial’s CFO Walter Berman sells shares worth $4.39 million

In a recent transaction, Walter Stanley Berman, the Executive Vice President and Chief Financial Officer of Ameriprise Financial Inc. (NYSE:AMP), sold a significant portion of his holdings in the company. On February 18, 2025, Berman sold a total of 8,000 shares of Ameriprise Financial’s common stock. The shares were sold at prices ranging from $547.17 to $550.71 per share, amounting to a total transaction value of approximately $4.39 million. The transaction comes as the $52 billion financial services company trades near its 52-week high, with InvestingPro analysis indicating slight undervaluation despite a strong 27% price gain over the past six months.

Following these transactions, Berman’s direct ownership of Ameriprise Financial’s common stock decreased to 6,167 shares. Additionally, he holds an estimated 360.64 shares indirectly through the Ameriprise Financial Stock Fund under the company’s 401(k) plan. These transactions were disclosed in a Form 4 filing with the Securities and Exchange Commission. The company maintains a "GREAT" financial health score according to InvestingPro, which offers 10+ additional exclusive insights and a comprehensive Pro Research Report analyzing the company’s fundamentals and growth prospects.

In other recent news, Ameriprise Financial reported a robust fourth-quarter performance for 2024, surpassing earnings expectations with an earnings per share (EPS) of $9.54, exceeding the forecast of $9.17. The company’s revenue increased by 13% year-over-year, reaching $4.5 billion, while assets under management rose to $1.5 trillion, up 10%. Despite these positive results, the stock experienced a decline, reflecting potential investor concerns beyond the quarterly figures. Analysts at Keefe, Bruyette & Woods adjusted their price target for Ameriprise Financial to $570, maintaining a Market Perform rating, noting mixed results in the Advice & Wealth Management segment. Meanwhile, Piper Sandler raised their price target to $442 but retained an Underweight rating, citing challenges in sustaining pre-tax operating margins in the AWM division. The firm’s strategic expansion in digital and product offerings continues to contribute to its competitive position. Ameriprise’s return on equity reached 52.7%, showcasing strong financial management, despite the challenges highlighted by analysts. These developments highlight a complex landscape for Ameriprise Financial, with strong earnings overshadowed by specific segment challenges and broader market dynamics.

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

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.