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Growth in AUM Balance Likely to Support Ameriprise's Q2 Earnings
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Key Takeaways
Ameriprise is expected to report higher Q2 earnings and revenues, with results due on July 23.
AMP's management, advice and distribution fees are projected to rise as total AUM and AUA grow.
Ameriprise's technology upgrades and hiring are expected to lift costs despite ongoing cost management.
Ameriprise Financial, Inc. (AMP - Free Report) is slated to announce second-quarter 2026 results on July 23, before market open. Its quarterly revenues and earnings are expected to have risen year over year.
In the last reported quarter, AMP’s earnings beat the Zacks Consensus Estimate. An increase in revenues, and higher assets under management (AUM) and assets under administration (AUA) balances acted as tailwinds. Conversely, an increase in expenses was a headwind.
Ameriprise has an impressive earnings surprise history. Its earnings surpassed the Zacks Consensus Estimate in the trailing four quarters, the average beat being 5.1%.
The Zacks Consensus Estimate for AMP’s management and financial advice fees (constituting more than 60% of total net revenues) is pegged at $2.98 billion, suggesting a 14.6% rise from the prior-year quarter’s reported number.
The consensus estimate for distribution fees of $579 million indicates a year-over-year increase of 15.3%. The consensus mark for other revenues of $149 million suggests 9.6% growth.
The consensus estimate for premiums, policy and contract charges is pegged at $368 million, implying a year-over-year rise of 1.9%.
Alternatively, the consensus estimate for net investment income of $819 million suggests a year-over-year decline of 8.1%.
Decent inflows are expected to have driven the company’s total AUM and AUA balance. The Zacks Consensus Estimate for total AUM and AUA is pegged at $1.72 trillion, indicating a rise of 8.4% from the year-ago quarter’s actual.
While Ameriprise’s initiatives to focus on cost management have led to controlled general and administration expenses, overall costs are anticipated to have been elevated in the to-be-reported quarter due to those related to technology upgrades and hirings.
Earnings Whispers for Ameriprise
Our proven model cannot conclusively predict an earnings beat for Ameriprise this time around. This is because it does not have the right combination of the two key ingredients — a positive Earnings ESP and a Zacks Rank #3 (Hold) or better, which is required to be confident of an earnings surprise call.
You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Earnings ESP: Ameriprise has an Earnings ESP of 0.00%.
Zacks Rank: The company currently carries a Zacks Rank #2 (Buy).
Ameriprise’s Q2 Earnings & Sales Estimates
The Zacks Consensus Estimate for the company’s quarterly earnings is pegged at $10.72 per share, which indicates a rise of 17.7% from the prior-year quarter’s actual. The consensus estimate has been unchanged over the past seven days.
The consensus estimate for total quarterly sales is pegged at $4.79 billion, which suggests a 10.5% year-over-year increase.
Finance Stocks Worth a Look
Here are a couple of finance stocks that you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this time:
View the Zacks #1 Rank List
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Growth in AUM Balance Likely to Support Ameriprise's Q2 Earnings
Key Takeaways
Ameriprise Financial, Inc. (AMP - Free Report) is slated to announce second-quarter 2026 results on July 23, before market open. Its quarterly revenues and earnings are expected to have risen year over year.
In the last reported quarter, AMP’s earnings beat the Zacks Consensus Estimate. An increase in revenues, and higher assets under management (AUM) and assets under administration (AUA) balances acted as tailwinds. Conversely, an increase in expenses was a headwind.
Ameriprise has an impressive earnings surprise history. Its earnings surpassed the Zacks Consensus Estimate in the trailing four quarters, the average beat being 5.1%.
Ameriprise Financial, Inc. Price and EPS Surprise
Ameriprise Financial, Inc. price-eps-surprise | Ameriprise Financial, Inc. Quote
Q2 Estimates & Key Factors to Note for Ameriprise
The Zacks Consensus Estimate for AMP’s management and financial advice fees (constituting more than 60% of total net revenues) is pegged at $2.98 billion, suggesting a 14.6% rise from the prior-year quarter’s reported number.
The consensus estimate for distribution fees of $579 million indicates a year-over-year increase of 15.3%. The consensus mark for other revenues of $149 million suggests 9.6% growth.
The consensus estimate for premiums, policy and contract charges is pegged at $368 million, implying a year-over-year rise of 1.9%.
Alternatively, the consensus estimate for net investment income of $819 million suggests a year-over-year decline of 8.1%.
Decent inflows are expected to have driven the company’s total AUM and AUA balance. The Zacks Consensus Estimate for total AUM and AUA is pegged at $1.72 trillion, indicating a rise of 8.4% from the year-ago quarter’s actual.
While Ameriprise’s initiatives to focus on cost management have led to controlled general and administration expenses, overall costs are anticipated to have been elevated in the to-be-reported quarter due to those related to technology upgrades and hirings.
Earnings Whispers for Ameriprise
Our proven model cannot conclusively predict an earnings beat for Ameriprise this time around. This is because it does not have the right combination of the two key ingredients — a positive Earnings ESP and a Zacks Rank #3 (Hold) or better, which is required to be confident of an earnings surprise call.
You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Earnings ESP: Ameriprise has an Earnings ESP of 0.00%.
Zacks Rank: The company currently carries a Zacks Rank #2 (Buy).
Ameriprise’s Q2 Earnings & Sales Estimates
The Zacks Consensus Estimate for the company’s quarterly earnings is pegged at $10.72 per share, which indicates a rise of 17.7% from the prior-year quarter’s actual. The consensus estimate has been unchanged over the past seven days.
The consensus estimate for total quarterly sales is pegged at $4.79 billion, which suggests a 10.5% year-over-year increase.
Finance Stocks Worth a Look
Here are a couple of finance stocks that you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this time:
The Earnings ESP for Moody's Corporation (MCO - Free Report) is +1.36% and it currently carries a Zacks Rank #2. The company is slated to report quarterly results on July 22. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Over the past seven days, the Zacks Consensus Estimate for Moody’s quarterly earnings has been unchanged at $4.23.
Blackstone (BX - Free Report) is scheduled to report quarterly results on July 23. The company has an Earnings ESP of +0.16% and a Zacks Rank #3.
Over the past seven days, the Zacks Consensus Estimate for Blackstone’s quarterly earnings has been revised lower to $1.31.