Equity Profile

AMP

Ameriprise Financial, Inc.

FinancialsAsset Management & Custody Banks$46.6B

Jul23Thu

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Ameriprise Financial, Inc. (AMP) is a financial services company that provides asset management and financial planning services....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company managed costs and generated income.

Not available

Assets Under Management (AUM)

AUM reflects the total market value of the investments that Ameriprise manages, indicating its growth and market position.

Not available

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

AMP Q2-2026 Earnings Preview

Context

Company Snapshot

Ameriprise Financial, Inc. (AMP) is a financial services company that provides asset management and financial planning services. With a market cap of $47 billion, it plays a significant role in the financial sector, especially as consumer spending and investment trends evolve.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+3.85%

Avg Stock Reaction

-0.56%

Last Quarter Recap

In Q1-2026, Ameriprise reported an EPS of $11.26, beating expectations by 10.45%. However, the stock fell 1.90% the following day, indicating mixed investor sentiment.

Management Promises & Guidance

Focus on enhancing client engagement and retention.
Commitment to improving operational efficiencies.
Plans to expand investment offerings in response to market trends.

Expectations

Wall Street Expectations

Investors are cautiously optimistic about Ameriprise's upcoming earnings, given its strong EPS performance in previous quarters. However, the lack of analyst estimates adds uncertainty.

Bull Case

If Ameriprise continues its trend of beating EPS estimates, it could lead to strong investor confidence and a positive stock reaction.

Bear Case

Conversely, if the company fails to meet expectations or shows signs of declining AUM, it could lead to a significant drop in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected growth in Assets Under Management (AUM) this quarter?

AUM growth is crucial for understanding the company's market position and future revenue potential.

How does management plan to address potential challenges in client retention?

Client retention strategies will be key to maintaining revenue stability and growth in a competitive market.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for AUM growth due to Ameriprise's strong client engagement strategies, which could lead to better-than-expected results.

Supporting Evidence

Ameriprise has consistently beaten EPS estimates, indicating strong operational performance.

The options market is pricing in a larger move than historical averages, suggesting heightened expectations.

Recent trends in consumer spending could favor Ameriprise's investment strategies.

Key Risk

If AUM growth exceeds expectations, it could significantly alter the market's perception of Ameriprise's stability and growth potential.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Ameriprise can sustain its growth trajectory amid increasing competition and economic pressures.

Bull Confirmed If

AUM growth of 5% or more compared to the previous quarter would confirm the bull case.

Bear Confirmed If

A decline in AUM or a significant drop in client retention rates would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±12.7%

Historical Avg

±2.1%

Pricing rich

The options market is pricing in a significant move of approximately 12.7%, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±12.7% while AMP has averaged ±2.1% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

22.0%

Calls (4K)P/C Ratio: 0.39Puts (600)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Ameriprise beats expectations, history suggests the stock could see a modest increase, confirming the company's strong performance.

In-Line / Cautious

If results are in line but management provides cautious commentary, the stock may react neutrally as investors reassess future growth.

Miss

A miss could lead to a decline in stock price, with history suggesting an average drop of around 0.18% following misses.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on Assets Under Management (AUM) growth and client retention strategies.
2Any commentary on market conditions affecting investment performance.
3Insights into operational efficiencies and cost management.
4Future plans for expanding investment offerings.
5Management's outlook on economic trends and their impact on the business.

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Company Snapshot

Ameriprise Financial, Inc. (AMP) is a financial services company that provides asset management and financial planning services....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company managed costs and generated income.

Not available

Assets Under Management (AUM)

AUM reflects the total market value of the investments that Ameriprise manages, indicating its growth and market position.

Not available

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

AMP Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+3.85%

Avg Stock Reaction

-0.56%

Last Quarter Recap

In Q1-2026, Ameriprise reported an EPS of $11.26, beating expectations by 10.45%. However, the stock fell 1.90% the following day, indicating mixed investor sentiment.

Management Promises & Guidance

Focus on enhancing client engagement and retention.
Commitment to improving operational efficiencies.
Plans to expand investment offerings in response to market trends.

Expectations

Wall Street Expectations

Investors are cautiously optimistic about Ameriprise's upcoming earnings, given its strong EPS performance in previous quarters. However, the lack of analyst estimates adds uncertainty.

Bull Case

If Ameriprise continues its trend of beating EPS estimates, it could lead to strong investor confidence and a positive stock reaction.

Bear Case

Conversely, if the company fails to meet expectations or shows signs of declining AUM, it could lead to a significant drop in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected growth in Assets Under Management (AUM) this quarter?

AUM growth is crucial for understanding the company's market position and future revenue potential.

How does management plan to address potential challenges in client retention?

Client retention strategies will be key to maintaining revenue stability and growth in a competitive market.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for AUM growth due to Ameriprise's strong client engagement strategies, which could lead to better-than-expected results.

Supporting Evidence

Ameriprise has consistently beaten EPS estimates, indicating strong operational performance.

The options market is pricing in a larger move than historical averages, suggesting heightened expectations.

Recent trends in consumer spending could favor Ameriprise's investment strategies.

Key Risk

If AUM growth exceeds expectations, it could significantly alter the market's perception of Ameriprise's stability and growth potential.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Ameriprise can sustain its growth trajectory amid increasing competition and economic pressures.

Bull Confirmed If

AUM growth of 5% or more compared to the previous quarter would confirm the bull case.

Bear Confirmed If

A decline in AUM or a significant drop in client retention rates would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±12.7%

Historical Avg

±2.1%

Pricing rich

The options market is pricing in a significant move of approximately 12.7%, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±12.7% while AMP has averaged ±2.1% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

22.0%

Calls (4K)P/C Ratio: 0.39Puts (600)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Ameriprise beats expectations, history suggests the stock could see a modest increase, confirming the company's strong performance.

In-Line / Cautious

If results are in line but management provides cautious commentary, the stock may react neutrally as investors reassess future growth.

Miss

A miss could lead to a decline in stock price, with history suggesting an average drop of around 0.18% following misses.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on Assets Under Management (AUM) growth and client retention strategies.
2Any commentary on market conditions affecting investment performance.
3Insights into operational efficiencies and cost management.
4Future plans for expanding investment offerings.
5Management's outlook on economic trends and their impact on the business.