Analyst Ratings February 11, 2026

Raymond James Stays Bullish on Ameriprise After Pullback, Cites Valuation and Profitability

Analyst reiterates Strong Buy and $582 target; recent selloff linked to AI tax-planning launch by a custodian

By Jordan Park AMP
Raymond James Stays Bullish on Ameriprise After Pullback, Cites Valuation and Profitability
AMP

Raymond James has reaffirmed a Strong Buy rating and a $582.00 price target on Ameriprise Financial, highlighting the stock's apparent discount to the analyst target and the firm's strong profitability metrics. The reiteration follows a roughly 6% one-day decline amid sector-wide weakness after a competitor introduced an AI-driven tax planning tool. The research note frames the pullback as a potential buying opportunity given Ameriprise's revenue mix, margin profile, and capital-return practices.

Key Points

  • Raymond James reiterates a Strong Buy rating and a $582.00 price target on Ameriprise Financial, with the stock trading at $505.64 implying about 15% upside.
  • Shares fell roughly 6% on February 10 amid sector-wide weakness after an AI tax-planning feature was introduced by an AI-forward custodian; Ameriprise is -7.03% for the week but +3.43% year-to-date.
  • Analysts highlight Ameriprise's profitability - a 56.77% gross profit margin and 60% return on equity (trailing 12 months) - along with 21 consecutive years of dividend increases and ongoing share buybacks.

Raymond James has maintained a Strong Buy recommendation on Ameriprise Financial, keeping a $582.00 price target on the stock after a notable drop in the share price. Market data show Ameriprise trading at $505.64, which implies roughly 15% upside to the analyst target. Valuation work referenced by the research team indicates the company looks undervalued relative to a fair-value model.

Ameriprise shares declined about 6% on February 10, mirroring a broader pullback across wealth managers that fell in the 6-9% range. The movement in the sector followed announcements that an AI-forward custodian launched an AI Tax Planning feature, an innovation that appears to have influenced investor sentiment toward wealth-management names. Over the most recent week, Ameriprise's total return is down 7.03%, while the stock remains up 3.43% year-to-date.

In its note, Raymond James acknowledged that tax-related revenue represents a relatively small slice of overall revenues and margins for wealth managers, but stressed the service's role as a value-added offering. The firm suggested that artificial intelligence might aid advisors by streamlining administrative tasks, freeing them to pursue activities that directly enhance revenue - a dynamic that could, in turn, support margins.

The firm also pointed to Ameriprise's recent profitability metrics as evidence of operational strength. The company's gross profit margin stood at 56.77%, and return on equity was 60% on a trailing-12-month basis, figures the research team presented as part of the investment case.

Raymond James drew a parallel to the long-standing presence of roboadvisors in the market, noting that those platforms have had limited impact on wealth-management revenues to date. From that perspective, the firm argued that AI-enabled advisor tools are likely to face similar constraints. The research note added that many clients select human advisors by preference, a behavioral pattern that supports incumbents such as Ameriprise.

Data cited by the research team underscore Ameriprise's history of returning capital to shareholders: the company has raised its dividend for 21 consecutive years and management continues to repurchase shares. Raymond James described the recent share-price weakness as presenting an attractive entry point for investors, referencing the company's diversified revenue mix, consistent performance, disciplined expense management, and what the firm called an underappreciated insurance business.

On valuation, the stock was trading at a price-to-earnings multiple of 13.86 and a PEG ratio of 0.32 in the figures used by the research team, suggesting that the company offers value relative to its growth outlook. A financial-health model applied in the analysis assigned the company a "GREAT" rating with a score of 3.01 out of 4. The research team's more detailed Pro Research Report on the company is available among in-depth coverage of top U.S. equities on the platform used by the analysts.

Separately, the company recently reported fourth-quarter 2025 results that topped expectations. Ameriprise reported earnings per share of $10.83 versus a forecast of $10.30, a 5.15% earnings surprise. Revenue for the quarter reached $4.96 billion, ahead of the $4.77 billion that had been anticipated. The company also announced that Executive Vice President and Chief Financial Officer Walter S. Berman will speak at the 2026 Bank of America Securities Financial Services Conference. A live webcast of his presentation will be available on the company's Investor Relations website.

Taken together, the research note and the reported quarterly results form the basis for Raymond James' continued positive stance: the firm sees the recent pullback as temporary and grounded in short-term market reactions rather than a change in Ameriprise's underlying fundamentals.

Risks

  • Technology-driven features from competitors, such as AI tax-planning tools, contributed to a sectorwide selloff and could pressure investor sentiment for wealth managers.
  • Tax-related revenue is a small portion of total revenue and margins for wealth managers, limiting the direct financial impact from AI-enabled tax services even if they affect perceived value.
  • Broader weakness among wealth-management peers can exert downward pressure on stock performance despite strong company fundamentals.

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