Equity Profile

AMP

Ameriprise Financial, Inc.

FinancialsAsset Management & Custody Banks$40.9B

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 critical measure of profitability and will indicate how well the company is managing its costs and generating income.

Expected to be around $11.00

Assets Under Management (AUM)

AUM reflects the total market value of the investments that the company manages, which is crucial for understanding its growth and revenue potential.

Expected to show growth compared to the previous quarter

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. As a key player in the financial sector, it helps individuals and institutions manage their investments and plan for retirement, making it an important part of the broader financial landscape.

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, exceeding estimates by 10.45%. However, the stock saw a decline of 1.90% the following day, indicating mixed market reactions despite the strong earnings.

Management Promises & Guidance

Focus on enhancing client services and retention.
Commitment to maintaining strong investment performance.
Plans to expand digital offerings for clients.

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about Ameriprise's upcoming earnings, especially given its recent strong performance. However, concerns about market volatility and interest rates may temper enthusiasm.

Bull Case

If Ameriprise continues to show strong EPS growth and solid AUM figures, it could signal robust demand for its services, driving the stock higher.

Bear Case

Conversely, if the company fails to meet expectations or shows signs of declining AUM, it could lead to a negative reaction from investors.

Key Metrics to Watch

Earnings Per Share (EPS)

Expected to be around $11.00

EPS is a critical measure of profitability and will indicate how well the company is managing its costs and generating income.

Assets Under Management (AUM)

Expected to show growth compared to the previous quarter

AUM reflects the total market value of the investments that the company manages, which is crucial for understanding its growth and revenue potential.

Client Retention Rate

Expected to remain stable or improve

This metric indicates how well Ameriprise is maintaining its customer base, which is vital for long-term stability and growth.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to the previous quarters?

Given the strong EPS surprises in recent quarters, this number will be crucial for investor confidence and stock performance.

How has the AUM changed compared to last quarter?

AUM growth is essential for revenue generation, and any decline could raise concerns about the company's market position.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Ameriprise to exceed EPS expectations due to strong client retention and market conditions favoring asset management.

Supporting Evidence

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

The options market is pricing a significant move, suggesting that traders expect a surprise.

Recent trends in the financial sector show increasing demand for asset management services.

Key Risk

If AUM growth is reported below expectations, it could challenge the bullish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching how Ameriprise navigates current economic conditions, particularly in terms of profitability and asset management.

Bull Confirmed If

An EPS of $11.00 or higher, coupled with AUM growth, would confirm a strong bull case.

Bear Confirmed If

An EPS below $10.50 or a decline in AUM would support 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 potential move, 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 a potential stock increase of around 2.12%, confirming strong demand for its services.

In-Line / Cautious

If results are in line with expectations, the stock may react mildly, reflecting cautious sentiment among investors.

Miss

Should the company miss expectations, history suggests a potential decline of around 0.18%, indicating investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on client retention rates and strategies to enhance them.
2Details on AUM growth and any factors influencing it.
3Management's outlook on market conditions and their impact on future performance.
4Any changes in investment strategies or new product offerings.
5Insights into operational efficiencies and cost management.

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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 critical measure of profitability and will indicate how well the company is managing its costs and generating income.

Expected to be around $11.00

Assets Under Management (AUM)

AUM reflects the total market value of the investments that the company manages, which is crucial for understanding its growth and revenue potential.

Expected to show growth compared to the previous quarter

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

Management Promises & Guidance

Focus on enhancing client services and retention.
Commitment to maintaining strong investment performance.
Plans to expand digital offerings for clients.

Expectations

Wall Street Expectations

Bull Case

If Ameriprise continues to show strong EPS growth and solid AUM figures, it could signal robust demand for its services, driving the stock higher.

Bear Case

Conversely, if the company fails to meet expectations or shows signs of declining AUM, it could lead to a negative reaction from investors.

Key Metrics to Watch

Earnings Per Share (EPS)

Expected to be around $11.00

EPS is a critical measure of profitability and will indicate how well the company is managing its costs and generating income.

Assets Under Management (AUM)

Expected to show growth compared to the previous quarter

AUM reflects the total market value of the investments that the company manages, which is crucial for understanding its growth and revenue potential.

Client Retention Rate

Expected to remain stable or improve

This metric indicates how well Ameriprise is maintaining its customer base, which is vital for long-term stability and growth.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to the previous quarters?

Given the strong EPS surprises in recent quarters, this number will be crucial for investor confidence and stock performance.

How has the AUM changed compared to last quarter?

AUM growth is essential for revenue generation, and any decline could raise concerns about the company's market position.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Ameriprise to exceed EPS expectations due to strong client retention and market conditions favoring asset management.

Supporting Evidence

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

The options market is pricing a significant move, suggesting that traders expect a surprise.

Recent trends in the financial sector show increasing demand for asset management services.

Key Risk

If AUM growth is reported below expectations, it could challenge the bullish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching how Ameriprise navigates current economic conditions, particularly in terms of profitability and asset management.

Bull Confirmed If

An EPS of $11.00 or higher, coupled with AUM growth, would confirm a strong bull case.

Bear Confirmed If

An EPS below $10.50 or a decline in AUM would support 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 potential move, 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 a potential stock increase of around 2.12%, confirming strong demand for its services.

In-Line / Cautious

If results are in line with expectations, the stock may react mildly, reflecting cautious sentiment among investors.

Miss

Should the company miss expectations, history suggests a potential decline of around 0.18%, indicating investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on client retention rates and strategies to enhance them.
2Details on AUM growth and any factors influencing it.
3Management's outlook on market conditions and their impact on future performance.
4Any changes in investment strategies or new product offerings.
5Insights into operational efficiencies and cost management.