- Ameriprise’s total assets under management surpassed expectations, reaching $1.22 trillion compared to the estimated $1.15 trillion.
- The Advice & Wealth Management segment managed $611.33 billion in assets, outperforming the expected $587.95 billion.
- Asset Management oversaw $654.22 billion in assets, higher than the estimated $614.6 billion.
- Ameriprise’s net revenue amounted to $4.38 billion.
- The company reported an adjusted operating EPS of $9.11, exceeding the estimate of $9.00.
- Advice & Wealth Management generated $2.81 billion in net revenue.
- The Retirement & Protection Solutions segment recorded net revenue at $936 million, above the anticipated $907.7 million.
- Asset Management brought in $830 million in net revenue, slightly above the forecast of $824.2 million.
- The adjusted pretax operating earnings for Asset Management stood at $222 million, surpassing the expected $213.2 million.
- Advice and Wealth Management’s adjusted pretax operating earnings were $812 million, beating the estimate of $802.7 million.
- The adjusted operating return on equity, excluding AOCI, was 51.5%, higher than the expected 48.5%.
- New flows into Advice & Wealth Management grew by $5.38 billion.
- For the full year, Ameriprise expects general and administrative expenses to rise in the low- to mid-single-digit range.
- The operating effective tax rate for 2025 is projected to be between 20 to 22 percent.
- The company’s stock ratings include 7 buys, 5 holds, and 2 sells.
A look at Ameriprise Financial Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 2 | |
| Growth | 3 | |
| Resilience | 4 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 3.0 |
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 promising long-term potential. With solid scores in Growth, Resilience, and Momentum, the company appears to be well-positioned for future success. A score of 3 in Growth indicates a positive trajectory for the company’s expansion and development strategies. Additionally, strong scores of 4 in both Resilience and Momentum suggest that Ameriprise Financial has the ability to weather market fluctuations and maintain its current growth momentum.
Ameriprise Financial, Inc., a financial planning and services firm, offers solutions for various financial needs such as cash management, asset accumulation, income planning, and wealth transfer. While the Value and Dividend scores are average, the overall outlook for Ameriprise Financial seems optimistic due to its strong performance in Growth, Resilience, and Momentum according to the Smartkarma Smart Scores.
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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