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AMERIPRISE FINANCIAL (AMP)

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Earnings summaries and quarterly performance for AMERIPRISE FINANCIAL.

Research analysts who have asked questions during AMERIPRISE FINANCIAL earnings calls.

JB

John Barnidge

Piper Sandler

8 questions for AMP

Also covers: AFL, AIZ, APO +17 more
Suneet Kamath

Suneet Kamath

Jefferies

8 questions for AMP

Also covers: AFL, BHF, CNO +12 more
SC

Steven Chubak

Wolfe Research

7 questions for AMP

Also covers: AMTD, APO, ARES +20 more
Alexander Blostein

Alexander Blostein

Goldman Sachs

6 questions for AMP

Also covers: AB, AMG, APAM +31 more
Craig Siegenthaler

Craig Siegenthaler

Bank of America

6 questions for AMP

Also covers: AB, AMTD, APO +26 more
Wilma Burdis

Wilma Burdis

Raymond James Financial

5 questions for AMP

Also covers: AFL, ALTI, APO +18 more
BH

Brennan Hawken

UBS Group AG

4 questions for AMP

Also covers: AMTD, APO, ARES +30 more
Michael Cyprys

Michael Cyprys

Morgan Stanley

4 questions for AMP

Also covers: AAMI, AMTD, APO +30 more
Ryan Krueger

Ryan Krueger

KBW

4 questions for AMP

Also covers: AFL, ASGN, BHF +14 more
TG

Thomas Gallagher

Evercore

4 questions for AMP

Also covers: AFL, BHF, CNO +13 more
KL

Kenneth Lee

RBC Capital Markets

3 questions for AMP

Also covers: AAMI, APAM, ARCC +20 more
TG

Tom Gallagher

Evercore ISI

3 questions for AMP

Also covers: CRBG, EQH, JXN +6 more
Wilma Jackson Burdis

Wilma Jackson Burdis

Raymond James

3 questions for AMP

Also covers: AFL, ALTI, BHF +12 more
JS

Jeff Schmitt

William Blair & Company, L.L.C.

2 questions for AMP

Also covers: AIZ, CBOE, FRGE +11 more
TM

Tyler Mulier

William Blair & Company

2 questions for AMP

Also covers: DCI, GCMG
DG

David Giunta

Bank of Montreal

1 question for AMP

JS

Jeffrey Schmitt

William Blair

1 question for AMP

Also covers: AIZ, CBOE, FTDR +8 more
Karim Assef

Karim Assef

Bank of America

1 question for AMP

L

Luke

Goldman Sachs

1 question for AMP

Also covers: ARVN
MA

Michael Anagnostakis

Wolfe Research, LLC

1 question for AMP

Recent press releases and 8-K filings for AMP.

AMP reports FY25 results; shares plunge 30%
AMP
Earnings
Dividends
Guidance Update
  • Underlying NPAT rose 21% to A$285 million, with AUM up 9% to A$161.7 billion, and a full-year dividend of 4 cents per share (final of 2 cents).
  • Statutory NPAT fell to A$133 million, revenue declined ~2%, as legacy legal settlements and AUM fee margin compression (from ~45 bps to ~42 bps) weighed on results.
  • Shares tumbled roughly 30%, closing at A$1.28—the largest one-day drop since 2003—driven by investor concern over margin pressures and cautious guidance.
  • CFO expects a 4 cents per share dividend for FY26 and FY27, and management highlighted A$1.1 billion of capital returned to shareholders alongside cost reduction efforts.
Feb 12, 2026, 2:30 AM
Ameriprise outlines rate exposure management and capital return plan
AMP
Guidance Update
Share Buyback
New Projects/Investments
  • Ameriprise has minimized short-term rate exposure with an on- and off-balance-sheet cash position of $7 billion, a 3.8-year duration, and an average earning rate of 5%, anticipating three Fed cuts in 2026.
  • The wealth management arm added 91 advisors in Q4 and 336 advisors in 2025, targeting ~4% annual advisor growth through recruitment, retention, and organic expansion.
  • G&A expenses will balance mid-5% growth in AWM investments with 0–2% growth elsewhere via strategic process reengineering to drive operating leverage.
  • Management plans to return 85–90% of excess capital through dividends and share buybacks, with opportunistic increases given current valuation levels.
  • Strategic initiatives include the $20 billion, 260-advisor Huntington Bank partnership to expand the bank channel and the Signature Wealth platform with 38 new SMAs to integrate advisory and asset management offerings.
Feb 11, 2026, 6:00 PM
Ameriprise Financial outlines 2026 outlook and strategy
AMP
Guidance Update
Share Buyback
New Projects/Investments
  • Minimal interest rate exposure with off-balance-sheet short-term cash of $7 billion, bank assets of $23 billion, a duration of 3.8 years and average new investment yields of 5%, positioning for ~3 Fed cuts in 2026.
  • Wealth management net new advisor growth of 91 new advisors in Q4 and 336 in 2025, targeting long-term 4% net asset growth through recruitment, retention and organic expansion.
  • Aggressive advisor competition, including IBDs and private equity entrants, has prompted Ameriprise to adjust its value proposition and increase incentive flexibility to retain and attract high-value advisors.
  • G&A expense growth managed within 0-2%, while investing mid-5% in advisor technology and support, driving operating leverage through process re-engineering rather than cost cutting.
  • Capital return priorities include returning 85-90% of excess capital in 2026 (88% returned in 2025) via dividends and share buybacks, with plans for opportunistic repurchases at current valuation levels.
Feb 11, 2026, 6:00 PM
Ameriprise Financial details rate exposure, advisor growth, and capital return strategy
AMP
Share Buyback
Guidance Update
  • Ameriprise has reduced exposure to short-term rates with approximately $7 billion in off-balance-sheet cash, a bank asset duration of 3.8 years, and an average reinvestment yield of 5%, positioning it to weather an expected three Fed rate cuts.
  • The wealth management arm added 91 advisors in the most recent quarter and 336 advisors in 2025, sustaining a commitment to ~4% annual net advisor growth and organic net new assets.
  • Through its Financial Institutions Group, Ameriprise won a $20 billion asset relationship with 260 Huntington Bank advisors, bolstering its bank channel expansion.
  • In 2025, the firm returned 88% of its earnings via dividends and buybacks; for 2026, it targets an 85–90% payout ratio and plans opportunistic share repurchases amid market volatility.
Feb 11, 2026, 6:00 PM
Ameriprise Financial named retail investment program provider by Huntington Bank
AMP
New Projects/Investments
  • Ameriprise Financial Services, LLC will become Huntington Bank’s new retail brokerage, investment advisory and insurance services provider, transitioning Huntington Financial Advisors’ operations to Ameriprise’s platform.
  • The relationship encompasses approximately 260 Huntington advisors managing nearly $28 billion in combined advisory, brokerage and insurance assets, granting access to Ameriprise’s integrated technology, planning capabilities and investment solutions.
  • The strategic partnership is designed to modernize Huntington’s wealth management offerings, drive sustainable growth and deepen customer relationships with premium advice and tools.
Feb 4, 2026, 1:00 PM
Ameriprise delivers Q4 2025 earnings and flows records
AMP
Earnings
Share Buyback
  • Ameriprise reported 10% adjusted operating revenue growth to $4.9 billion, adjusted operating earnings up 10% to over $1 billion, EPS of $10.83 (+16%), and a record ROE of 53.2% in Q4 2025.
  • Advice & Wealth Management assets hit $1.2 trillion (+13%) with $13.3 billion of client inflows (4.7% annualized), RAP assets at $670 billion (+17%) with $12.1 billion of inflows, and advisor productivity rising 8% to $1.1 million per advisor.
  • Asset Management achieved $721 billion of AUM/A (+6%), operating earnings of $293 million (+17%), revenues of $1 billion (+12%), $1.9 billion of net inflows, and a 40% margin.
  • Capital return was 101% of Q4 operating earnings via $1.1 billion of buybacks/dividends (full-year return of 88%, $3.4 billion), with excess capital of $2.1 billion and liquidity of $2.2 billion.
Jan 29, 2026, 1:00 PM
Ameriprise Financial reports Q4 2025 results
AMP
Earnings
Share Buyback
  • Ameriprise delivered Q4 adjusted operating revenue of $4.9 billion (+10%) and adjusted EPS of $10.83 (+16%), with an operating margin of 27% and return on equity of 53.2%.
  • Assets under management, administration, and advisement reached $1.7 trillion (+11%), while Advice & Wealth client assets grew to $1.2 trillion (+13%), driven by $13.3 billion in client inflows (+18%) and $12.1 billion of RAP net inflows (+17%).
  • Capital returned to shareholders totaled $1.1 billion in Q4 (101% of operating earnings) and $3.4 billion for full-year 2025 (88% of operating earnings); excess capital was $2.1 billion with $2.2 billion of available liquidity.
  • Advisor productivity rose 8% to $1.1 million per advisor, as Ameriprise continued investing in AI, digital capabilities, the Signature Wealth platform, and launched six new active ETFs.
Jan 29, 2026, 1:00 PM
Ameriprise Financial reports Q4 2025 results
AMP
Earnings
Dividends
Share Buyback
  • Adjusted operating EPS of $10.83, up 16% YoY, on adjusted net revenues of $4.916 billion, up 10% YoY.
  • Assets under management, administration and advisement reached $1.7 trillion, up 11% YoY.
  • Wealth Management pretax adjusted earnings rose 13% to $926 million on revenues of $3.162 billion (29.3% margin), while Asset Management pretax earnings increased 17% to $293 million on $1.039 billion revenues (40% margin).
  • Retirement & Protection Solutions generated pretax adjusted earnings of $200 million on $1.5 billion of sales, with a 536% RBC ratio and 98% hedge effectiveness.
  • Capital returned in Q4 totaled $1.1 billion, representing 101% of adjusted operating earnings, supported by $2.1 billion excess capital and $2.2 billion of available liquidity.
Jan 29, 2026, 1:00 PM
Ameriprise Financial reports Q4 2025 results
AMP
Earnings
Share Buyback
  • Adjusted operating revenue rose by 10% to $4.9 billion, and EPS grew 16% to $10.83, with an operating margin of 27% and ROE of 53.2%.
  • Assets under management, administration, and advisement reached $1.7 trillion (up 11%), Wealth Management client assets hit $1.2 trillion (+13%), net client inflows were $13.3 billion (+18%), and advisor productivity reached $1.1 million per advisor.
  • Asset Management operating earnings increased 17% to $293 million on AUM of $721 billion (+6%), achieving a segment margin of 40%.
  • Returned $1.1 billion in share repurchases in Q4 (101% of operating earnings) and $3.4 billion in 2025 (88% of earnings), with excess capital of $2.1 billion and liquidity of $2.2 billion.
Jan 29, 2026, 1:00 PM
Ameriprise Financial reports Q4 and full year 2025 results
AMP
Earnings
Share Buyback
  • Q4 adjusted operating EPS rose 16% to $10.83, while full year 2025 adjusted operating EPS increased 14% to $39.29
  • Assets under management, administration and advisement reached a record $1.7 trillion, up 11% year-over-year
  • Returned $1.1 billion of capital in Q4 (101% of adjusted operating earnings) and $3.4 billion for the full year (88% of adjusted operating earnings)
  • Q4 adjusted operating net revenues grew 10% to $4.9 billion, and adjusted operating ROE was 53.2%
  • Named a Top 250 Best-Managed Company by the Wall Street Journal and ranked #48 on TIME’s 2026 America’s Most Iconic Companies list
Jan 29, 2026, 11:32 AM