INDICATOR COMPONENTS
The InsiderStreet Score combines six investment factors: Earnings Quality, Financial Quality, Relative Valuation, Risk/Safety, Price Momentum, and Insider/Smart-Money Trading. Scored 1–10, ranked vs sector peers. Weights: Quality 35%, Value 30%, Momentum 12%, with 22% weight on InsiderStreet's proprietary Insider/Smart-Money factor — the data layer that distinguishes us from generic equity research.
OPTIMIZED SCORE
The Optimized Score uses backtested factor weightings derived from historical return attribution. For large/mid cap stocks, Financial Quality and Earnings provide the most explanatory power. For small/micro cap, Insider Trading and Momentum dominate. Companies with Optimized Score ≥ 7 have historically outperformed over 12 months.
PEER ANALYSIS
Currency in USD
| Score | Ticker | Price |
1-Mo | 3-Mo | 1-Yr |
Mkt Cap | Trail PE |
Net Mgn | Edge |
Piotroski | Alpha Radar |
| 5 |
AMP |
$449.19 |
-2.1% |
-2.7% |
-11.1% |
$40.4B |
10.8 |
20.2% |
41.1 |
6 |
-1 |
| -- |
VSMPX |
$332.28 |
+0.9% |
+8.7% |
+25.1% |
$2.31T |
-- |
-- |
-- |
-- |
0 |
| 4 |
VTSAX |
$177.10 |
+0.9% |
+8.7% |
+25.1% |
$2.31T |
-- |
0.9% |
-- |
4 |
0 |
| 3 |
VITSX |
$177.13 |
+0.9% |
+8.7% |
+25.1% |
$2.30T |
-- |
-- |
-- |
3 |
0 |
| -- |
PMFLX |
$10.12 |
-0.1% |
-0.7% |
+4.5% |
$1.94T |
-- |
-- |
-- |
-- |
0 |
| -- |
VFINX |
$683.17 |
+0.8% |
+8.6% |
+25.0% |
$1.70T |
-- |
-- |
-- |
-- |
0 |
| -- |
VFFSX |
$362.24 |
+0.8% |
+8.6% |
+25.1% |
$1.70T |
-- |
-- |
-- |
-- |
0 |
| -- |
VFIAX |
$683.16 |
+0.8% |
+8.6% |
+25.1% |
$1.70T |
-- |
-- |
-- |
-- |
0 |
| -- |
FXAIX |
$257.15 |
+0.8% |
+8.7% |
+25.1% |
$832.6B |
-- |
-- |
-- |
-- |
0 |
PEER COMPANIES
| VSMPX | Vanguard Total Stock Market Index Fund I |
VTSAX | Vanguard Total Stock Market Index Fund A |
| VITSX | Vanguard Total Stock Market Index Fund I |
PMFLX | PIMCO Flexible Municipal Income Fund |
| VFINX | Vanguard 500 Index Fund |
VFFSX | Vanguard 500 Index Fund |
| VFIAX | Vanguard 500 Index Fund Admiral Shares |
FXAIX | Fidelity 500 Index Fund |
| VTPSX | Vanguard Total International Stock Index |
EARNINGS PER SHARE
Quarterly EPS: Actual vs Estimated
Annual Summary (5Y)
| Year | Revenue | Net Income | EPS |
|---|
| 2025 |
$18.9B |
$3.6B |
$36.36 |
| 2024 |
$17.9B |
$3.4B |
$33.05 |
| 2023 |
$16.1B |
$2.6B |
$23.71 |
| 2022 |
$14.3B |
$3.1B |
$27.70 |
| 2021 |
$13.4B |
$3.4B |
$28.48 |
ANALYST RECOMMENDATIONS
I/B/E/S Mean: Buy (22 Analysts)
EARNINGS SURPRISES (Last 6)
| Type | Date | Actual | Est | Δ |
|---|
| Positive |
2026-04-23 00:00:00 |
$11.26 |
$10.21 |
+10.3% |
| Positive |
2026-01-29 00:00:00 |
$10.83 |
$10.34 |
+4.7% |
| In-Line |
2025-10-30 00:00:00 |
$9.92 |
$9.77 |
+1.5% |
| In-Line |
2025-07-24 00:00:00 |
$9.11 |
$9.00 |
+1.2% |
| Positive |
2025-04-24 00:00:00 |
$9.50 |
$9.08 |
+4.6% |
| Positive |
2025-01-29 00:00:00 |
$9.36 |
$9.05 |
+3.4% |
ANNUAL REVENUE & NET INCOME
Trailing revenue trajectory and operating leverage. Patterns of revenue growth with rising net income indicate strong execution.
| Latest Revenue (FY) | $18.9B |
| Revenue Growth YoY | +5.5% |
| Revenue CAGR (4Y) | +9.0% |
| EPS Growth YoY | +10.0% |
NEUTRAL OUTLOOK: InsiderStreet Edge Score of 4.7 reflects modest financial quality.
Revenue Growth+5.5%
Year over year
Gross Margin51.6%
Latest 12 months
Return on Equity66.1%
Latest period
Net Margin20.2%
Latest 12 months
Current Ratio0.70
Latest period
Debt-to-Equity0.90
Latest period
Net Debt / EBITDA-0.95
Leverage
Operating Margin27.4%
Latest 12 months
FCF / Mkt Cap4.7%
FCF yield approx
EV/EBITDA6.60
Enterprise val mult
EV/Sales1.83
Trailing 12mo
Income Quality0.58
FCF / Net Income
Dividend Yield1.4%
Current
Altman Z-Score0.49
Distress risk
Piotroski6/9
Quality screen
HIGHLIGHTS
- – Altman Z‑Score is 0.49, indicating elevated bankruptcy risk.
- – Current ratio stands at 7.87, showing strong short‑term liquidity.
- – Debt‑to‑Equity ratio is 0.90, indicating moderate leverage.
NEUTRAL OUTLOOK: InsiderStreet’s Edge Score of 5.0 indicates the stock is fairly valued.
Current Valuation Multiples
Price / Earnings (P/E)10.76
Trailing 12 months
Price / Sales (P/S)1.83
EV/Sales proxy
EV / EBITDA6.60
Trailing 12 months
EV / FCF21.11
Cash flow multiple
Enterprise Value$35.3B
EV TTM
Fair Value & Yield
Earnings Yield9.3%
Inverse of P/E
Conservative FV (EPS)$376.53
+19% to price
Base-Case FV (Growth)$885.83
Growth model
Optimistic FV$1107.29
Bull case
InsiderStreet Value Score5.0/10
Percentile vs sector
PEER VALUATION
| Ticker | P/E | Net Mgn | Mkt Cap | Edge |
|---|
| AMP |
10.8 |
20.2% |
$40.4B |
41.1 |
| VSMPX |
-- |
-- |
$2.31T |
-- |
| VTSAX |
-- |
0.9% |
$2.31T |
-- |
| VITSX |
-- |
-- |
$2.30T |
-- |
| PMFLX |
-- |
-- |
$1.94T |
-- |
| VFINX |
-- |
-- |
$1.70T |
-- |
| VFFSX |
-- |
-- |
$1.70T |
-- |
| VFIAX |
-- |
-- |
$1.70T |
-- |
HIGHLIGHTS
- – Current price of $449.19 is roughly 49% below the fair‑value estimate of $885.83.
- – The trailing P/E ratio stands at 10.76, reflecting modest earnings multiple.
- – Fair‑value per EPS is calculated at $376.53, providing a benchmark against the market price.
VALUATION HISTORY
NEUTRAL OUTLOOK: Valuation remains modest with a trailing P/E of 10.76.
5-Year history of valuation multiples by quarter. Each chart shows the trailing value of the multiple and the 5-year average.
PRICE TO EARNINGS
Close price ÷ TTM EPS.
Current: 10.8 · 5Y Avg: 13.6
PRICE TO SALES
Close price ÷ revenue per share.
Current: 2.2 · 5Y Avg: 2.4
PRICE TO BOOK
Close price ÷ book value per share.
Current: 10.7 · 5Y Avg: 10.0
PEG RATIO
P/E ÷ EPS growth rate.
Current: 0.59 · 5Y Avg: 1.13
EV / EBITDA
Enterprise value ÷ EBITDA.
Current: 9.6 · 5Y Avg: -0.3
EV / FCF (TTM)
Enterprise value ÷ free cash flow.
21.1
EV / FCF (TTM)
FCF Yield: 4.7%
NEGATIVE OUTLOOK: Elevated volatility and distress metrics signal heightened risk.
Volatility & Beta
52W High Distance-18.1%
vs 52W high
52W Low Distance+6.3%
vs 52W low
ATR (14)$11.18
Average True Range
Financial Safety
Altman Z-Score0.49
Distress
Piotroski F-Score6/9
Quality screen
Current Ratio0.70
Liquidity
Debt-to-Equity0.90
Leverage
PEER RISK COMPARISON
| Ticker | 1W Ret | 1M Ret | 3M Ret | 1Y Ret | Piotroski | Mkt Cap |
|---|
| AMP |
+0.5% |
-2.1% |
-2.7% |
-11.1% |
6 |
$40.4B |
| VSMPX |
-- |
+0.9% |
+8.7% |
+25.1% |
-- |
$2.31T |
| VTSAX |
-- |
+0.9% |
+8.7% |
+25.1% |
4 |
$2.31T |
| VITSX |
-- |
+0.9% |
+8.7% |
+25.1% |
3 |
$2.30T |
| PMFLX |
-- |
-0.1% |
-0.7% |
+4.5% |
-- |
$1.94T |
| VFINX |
-- |
+0.8% |
+8.6% |
+25.0% |
-- |
$1.70T |
| VFFSX |
-- |
+0.8% |
+8.6% |
+25.1% |
-- |
$1.70T |
| VFIAX |
-- |
+0.8% |
+8.6% |
+25.1% |
-- |
$1.70T |
HIGHLIGHTS
- – Beta of 1.166 indicates AMP is more volatile than the market.
- – Altman Z‑score of 0.49 places the company in the distress zone.
- – 1‑year total return of –11.05% reflects a significant decline in shareholder value.
PRICE MOMENTUM & EQUITY WEATHER
NEGATIVE OUTLOOK: Momentum is weak, with an Edge Score of 2.9/10 and a rainy equity weather.
Equity Weather (composite)
Alpha Radar Opinion
Opinion -1/100
As of 2026-06-09 00:00:00
SCREENS HIT
death_cross
SEASONALITY — Monthly Avg Return (12 months)
| Month | Avg Return | Median | Win Rate | N |
|---|
| January |
+0.7% |
+1.0% |
6000% |
20 |
| February |
-1.1% |
+0.6% |
5500% |
20 |
| March |
+0.4% |
-1.6% |
4762% |
21 |
| April |
+1.9% |
-0.3% |
4500% |
20 |
| May |
+1.7% |
+0.8% |
5500% |
20 |
| June |
-1.6% |
-0.2% |
4500% |
20 |
| July |
+3.5% |
+2.6% |
6500% |
20 |
| August |
+0.9% |
+2.0% |
6500% |
20 |
| September |
+1.4% |
+1.1% |
5500% |
20 |
| October |
+1.5% |
+5.4% |
6500% |
20 |
| November |
+4.9% |
+4.7% |
8000% |
20 |
| December |
+3.1% |
+2.3% |
6500% |
20 |
HIGHLIGHTS
- – InsiderStreet’s Edge Score sits at 2.9 / 10, indicating poor price momentum.
- – Weather Score is –30.89, reflecting a “Rainy” outlook and a steep –40.27% trend.
- – Alpha Radar opinion is –1.92, and the stock triggered a death‑cross screen.
- – 1
INSIDER TRADING (FORM 4 & FORM 144)
POSITIVE OUTLOOK: Strong insider buying activity underpins a positive outlook.
Last 90 Days — Summary
Total Form 4 Transactions13
Recent Form 4 Transactions (Top 10 by Date)
| Date | Insider | Role | Type | A/D | Shares | Price |
|---|
| 2026-05-14 |
Smyth Gerard P. |
officer: EVP & Hd. |
M-Exem |
BUY |
2,221 |
$165.41 |
| 2026-05-14 |
Smyth Gerard P. |
officer: EVP & Hd. |
F-InKi |
SELL |
1,437 |
$471.22 |
| 2026-05-14 |
Smyth Gerard P. |
officer: EVP & Hd. |
S-Sale |
SELL |
6,255 |
$472.52 |
| 2026-05-14 |
Smyth Gerard P. |
officer: EVP & Hd. |
M-Exem |
SELL |
2,221 |
$165.41 |
| 2026-05-08 |
Sharpe Robert Francis JR |
director |
S-Sale |
SELL |
1,200 |
$465.83 |
| 2026-04-29 |
BRYAN GLYNIS |
director |
A-Awar |
BUY |
442 |
$0.00 |
| 2026-04-29 |
NEAL BLIXT DIANNE |
director |
A-Awar |
BUY |
442 |
$0.00 |
| 2026-04-29 |
Sharpe Robert Francis JR |
director |
A-Awar |
BUY |
442 |
$0.00 |
| 2026-04-29 |
DiGeso Amy |
director |
A-Awar |
BUY |
442 |
$0.00 |
| 2026-04-29 |
PELLETIER LIANE J |
director |
A-Awar |
BUY |
442 |
$0.00 |
FORM 144 — Planned Sales (Forward-Looking Signal)
| Filing Date | Filer | Security | Shares to Sell | Estimated Proceeds |
|---|
| 2026-05-14 |
Gerard P. Smyth |
Common Stock |
6,255 |
$2.96M |
| 2026-05-08 |
Sharpe Robert Francis JR |
common |
1,200 |
$0.55M |
| 2026-02-10 |
William Fredrick Truscott |
Common Stock |
5,000 |
$2.66M |
| 2026-02-09 |
GUMER ALVERO |
Common Stock |
4,658 |
$2.53M |
| 2026-02-05 |
Walter Stanley Berman |
Common Stock |
7,000 |
$3.81M |
HIGHLIGHTS
- – 9 insider buys versus 4 insider sells in the past 90 days.
- – 13 insider transactions represent $4.93 million in total notional value.
- – 5 Form 144 filings were recorded.
- – 8 distinct insiders participated in the recent trades
POLITICAL TRADING (HOUSE + SENATE)
NEUTRAL OUTLOOK: Recent House activity includes one sell and no buys.
RECENT HOUSE TRADES
| Date | Member | Office | Type | Amount |
|---|
| 2026-04-08 |
Lizzie Fletcher |
Lizzie Fletcher |
Sale |
$1,001 - $15,000 |
| 2025-03-27 |
Greg Landsman |
Greg Landsman |
Sale |
$1,001 - $15,000 |
| 2025-03-27 |
Greg Landsman |
Greg Landsman |
Sale |
$1,001 - $15,000 |
| 2025-02-26 |
Greg Landsman |
Greg Landsman |
Purchase |
$1,001 - $15,000 |
| 2024-11-08 |
Greg Landsman |
Greg Landsman |
Purchase |
$1,001 - $15,000 |
| 2024-04-09 |
Richard W. Allen |
Richard W. Allen |
Purchase |
$50,001 - $100,000 |
| 2024-01-10 |
Ro Khanna |
Ro Khanna |
Purchase |
$1,001 - $15,000 |
| 2023-11-03 |
Ro Khanna |
Ro Khanna |
Sale |
$1,001 - $15,000 |
RECENT SENATE TRADES
No recent Senate trades.
HIGHLIGHTS
- – One distinct House member sold AMP shares in the past year (distinct_members = 1, sells = 1).
- – Three individual sales were reported in the House, each valued between $1,001 and $15,000.
- – No purchases were recorded by House members (buys = 0
INSTITUTIONAL OWNERSHIP (13F)
NEUTRAL OUTLOOK: Institutional ownership remains stable with modest net position changes in Q1 2026.
As of 2026-Q1
Latest Complete Quarter
Total 13F Filers Holding1279
Total Notional Invested$33.2B
13F-Reported Shares75,760,486
Q-o-Q Changes (Position Counts)
TOP 10 INSTITUTIONAL HOLDERS
| Investor | Shares | Market Value | Δ Shares |
|---|
| VANGUARD GROUP INC |
12,366,164 |
$6074.9M |
-66,097 |
| VANGUARD GROUP INC |
12,257,034 |
$6010.1M |
-109,130 |
| JPMORGAN CHASE & CO |
9,608,972 |
$4720.4M |
+3,337,977 |
| BlackRock, Inc. |
8,989,868 |
$4416.3M |
-493,311 |
| BlackRock, Inc. |
8,861,232 |
$4345.0M |
-128,636 |
| STATE STREET CORP |
4,420,072 |
$2171.4M |
+18,879 |
| STATE STREET CORP |
4,363,400 |
$2139.5M |
-56,672 |
| JPMORGAN CHASE & CO |
3,261,177 |
$1599.1M |
-6,347,795 |
| GEODE CAPITAL MANAGEMENT, LLC |
2,841,367 |
$1392.5M |
+22,939 |
| GEODE CAPITAL MANAGEMENT, LLC |
2,815,974 |
$1377.9M |
-25,393 |
HIGHLIGHTS
- – 1,279 institutional investors filed 13F reports for AMP as of 2026‑Q1.
- – Institutions collectively hold 75,760,486 shares, representing $33.22 billion of invested capital.
- – Position activity shows 436 increases versus 467 reductions, indicating a slight net turnover.
- – 114 new positions were opened during the quarter.
ETF FLOWS · DARK POOL · SHORT INTEREST
NEUTRAL OUTLOOK: modest net ETF accumulation of 1,806 shares and low short interest of 0.62% suggest limited directional pressure.
Short Interest — 30 Days
Avg Daily Short Vol40,376
Avg Total Daily Vol71,839
HIGHLIGHTS
- – Short interest averages 0.62% of float, indicating minimal bearish bets (InsiderStreet).
- – ETF net accumulation is +1,806, reflecting net buying pressure
ALPHA RADAR — TECHNICAL DEEP DIVE
NEUTRAL OUTLOOK:
Oscillators & Momentum
TSI (True Strength Index)-10.53
PIVOT POINTS (Classic Daily)
SCREENS CURRENTLY TRIGGERED (1)
death_cross
HIGHLIGHTS
NEWS, EVENTS & SENTIMENT
NEUTRAL OUTLOOK: Sentiment remains strongly positive with an average score of 0.9.
Recent News (Last 30 Days, Top 7)
RECENT FORM 8-K EVENTS
| Filing Date | Form | Items | Description |
|---|
| 2026-06-09 |
8-K |
<built-in method items of dict object at 0x7c82c93978c0> |
Other Events; Exhibits |
| 2026-05-20 |
8-K |
<built-in method items of dict object at 0x7c82c9396f00> |
Officer/Director Change; Regulation FD; Exhibits |
| 2026-04-30 |
8-K |
<built-in method items of dict object at 0x7c82c9394340> |
Shareholder Vote; Exhibits |
| 2026-04-23 |
8-K |
<built-in method items of dict object at 0x7c82c9396c00> |
Earnings Release; Exhibits |
| 2026-02-12 |
8-K |
<built-in method items of dict object at 0x7c82c9396ac0> |
Departure/Election of Directors; Appointment of Officers |
| 2026-01-29 |
8-K |
<built-in method items of dict object at 0x7c82c93940c0> |
Results of Operations and Financial Condition; Financial Sta |
| 2025-11-12 |
8-K |
<built-in method items of dict object at 0x7c82c9394800> |
Departure/Election of Directors; Appointment of Officers |
| 2025-10-30 |
8-K |
<built-in method items of dict object at 0x7c82c93952c0> |
Results of Operations and Financial Condition; Financial Sta |
RECENT SCHEDULE 13D/G ACTIVIST FILINGS
| Filing Date | Form | Is 13D | Issuer |
|---|
| 2026-05-12 |
SCHEDULE 13G |
NO |
AMERIPRISE FINANCIAL INC |
| 2026-04-28 |
SCHEDULE 13G |
NO |
Ameriprise Financial Inc |
| 2026-03-26 |
SCHEDULE 13G/A |
NO |
Ameriprise Financial Inc |
| 2025-11-04 |
SCHEDULE 13G/A |
NO |
AMERIPRISE FINANCIAL, INC. |
| 2025-10-24 |
SCHEDULE 13G/A |
NO |
AMERIPRISE FINANCIAL, INC. |
HIGHLIGHTS
- – 3 news items published covering AMP.
- – Average sentiment score recorded at 0.9.
- – 8 Form 8‑K filings submitted.
- – 5 Schedule 13 filings reported.
METHODOLOGY
InsiderStreet Score (0-10). Composite of six factors: Earnings Quality (18%), Financial Quality (18%), Relative Valuation (15%), Risk/Safety (15%), Price Momentum (12%), Insider/Smart-Money (22%). Each factor is independently scored 0-10 from underlying data, then weighted into the composite. Stocks with composite ≥7 have historically outperformed the S&P 500 over rolling 12-month windows.
Edge Score. InsiderStreet's proprietary competitive-advantage score (0-100), built from five sub-pillars: Cost Advantage, Intangibles, Switching Costs, Network Effects, and Scale. Ratings: Wide (≥70), Narrow (40-69), Limited (<40).
Insider/Smart-Money Factor. The differentiator. Built from Form 4 (corporate insider) transactions, Form 144 (planned sales), 13F (institutional) Q-o-Q changes, ETF accumulation, Congressional (House + Senate) trades, dark pool weekly notional, and FINRA short volume. Each input is percentile-ranked vs sector; composite re-percentile-ranked vs market.
Data Freshness. 13F filings are due 45 days after quarter-end. If the latest quarter's filing window is open AND we have less than 90% of prior-quarter filer count, we suppress Q-o-Q comparisons and label the data as in-progress.
Fair Value. Three models: Conservative EPS (P/E reversion to historical norm), Base Growth (forward EPS × industry mean P/E), Optimistic Growth (analyst-implied price target). Final fair value range presented; current price compared to base.
DATA SOURCES & CADENCE
| Data | Source | Cadence | Lag |
|---|
| Stock Quotes | Polygon, FMP | Real-time / 15-min | 0-15 min |
| Form 4 (Insiders) | SEC EDGAR | Daily | 0-2 days |
| Form 144 (Planned Sales) | SEC EDGAR | Daily | 0-2 days |
| Form 8-K (Events) | SEC EDGAR | Daily | 0-2 days |
| 13F (Institutional) | SEC EDGAR | Quarterly | Up to 45 days post Q-end |
| Schedule 13D/G | SEC EDGAR | Event-driven | 10 days from trigger |
| House Trades | House Financial Disclosures | Daily | 30-45 days from txn |
| Senate Trades | Senate eFD | Daily | 30-45 days from txn |
| Dark Pool | FINRA ATS | Weekly | ~14 days |
| Short Interest | FINRA Daily Short Sale Vol | Daily | 1-2 days |
| Earnings + Analyst Est | FMP, Refinitiv | Quarterly + ad-hoc | 0-3 days |
| News + Sentiment | 200+ outlets, AI-scored | 15-min | 0-15 min |
| ETF Holdings | SEC N-PORT, ETF.com | Monthly / Quarterly | 30-45 days |
| Technical Indicators | Computed daily | Daily | 0-1 day |
DISCLAIMER
This report is generated by InsiderStreet.ai for informational and educational purposes only. It does not constitute investment advice, a recommendation to buy or sell any security, or an offer of any financial product or service. Past performance does not guarantee future results.
All scores, ratings, and analyses are derived from public data sources including SEC filings (EDGAR), FINRA disclosures, exchange data, and analyst estimate aggregators. While we strive for accuracy, data may contain errors or be subject to revision by source providers. Users should verify all material information independently before making investment decisions.
"Edge Score", "InsiderStreet Score", "Capital Discipline", and "Conviction" are proprietary terms developed by InsiderStreet.ai and are not affiliated with any third-party rating services.
Generated 2026-06-10 03:14:45 ET · Cached 24h · Refresh: ?refresh=1