
- Ameriprise’s net revenue for the first quarter is $4.35 billion, slightly below the estimated $4.37 billion.
- Assets under management total $1.15 trillion, just under the $1.16 trillion estimate.
- Advice & Wealth Management holds assets under management worth $569.14 billion, close to the expected $572.64 billion.
- Asset Management’s assets under management are $621.38 billion, below the forecasted $629.47 billion.
- Net revenue for Advice & Wealth Management is $2.78 billion.
- Retirement & Protection Solutions reports net revenue of $926 million, less than the estimated $957.8 million.
- Asset Management’s net revenue reaches $846 million compared to the expected $865.7 million.
- Asset Management reports adjusted pretax operating earnings of $241 million, higher than the estimated $220.4 million.
- Advice and Wealth Management adjusted pretax operating earnings come in at $792 million, slightly missing the $797.2 million estimate.
- The adjusted operating return on equity, excluding AOCI, is 52%, surpassing the estimated 48.9%.
- Advice & Wealth Management reports new positive cash flows of $8.72 billion.
- The expected operating effective tax rate for the full year 2025 is between 20% to 22%.
- Current analyst recommendations include 7 buys, 6 holds, and 1 sell.
A look at Ameriprise Financial Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 2 | |
| Growth | 4 | |
| Resilience | 5 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 3.4 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Based on the Smartkarma Smart Scores, Ameriprise Financial shows a promising long-term outlook. With a strong rating for growth and resilience, the company appears well-positioned to expand its operations and navigate any potential challenges effectively. The momentum score also indicates positive market sentiment towards Ameriprise Financial, suggesting potential for future growth.
Ameriprise Financial, Inc., a financial planning and services firm, aims to cater to its clients’ various financial needs, including cash management, asset growth, income generation, protection, and estate planning. While some areas like value and dividend scores could be improved, the high scores in growth and resilience indicate a solid foundation for long-term success in the financial services industry.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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