The consistent double-digit growth and strong capital return signal management confidence. Monitor next quarter for any change in expense guidance or market-driven flow trends. The stock may see modest upside on the beat, but the magnitude is not transformative.
Price Chart
Executive Summary
Ameriprise Financial reported Q2 2026 adjusted operating EPS of $11.07, a 2.4% beat vs consensus of $10.81, on record assets under management of $1.8 trillion (+14% YoY). Adjusted operating net revenues grew 13% to $4.9 billion, driven by strong wealth management and asset management fee income. The company returned $932 million (91% of operating earnings) to shareholders through dividends and buybacks.
Key Financial Metrics
Key Facts
- Adjusted operating EPS $11.07 beat consensus $10.81 by 2.4%
- Adjusted operating net revenues $4.9B, up 13% YoY
- Record AUM/AUA of $1.8 trillion, up 14%
- Pretax adjusted operating margin 27.2% (26.5% in prior year)
- Returned $932M to shareholders (91% of operating earnings)
- Advice Wealth Management pretax earnings up 16% to $939M
- Asset Management pretax earnings up 23% to $274M
Financial Impact
EPS beat of $0.26 (2.4%) vs consensus; revenue beat of ~$70M (1.4%) vs consensus; strong double-digit earnings growth across segments
Risk Factors
- Market volatility could pressure AUM and fee income
- Advisor attrition (Comerica departures) may slow wealth management flows
- Retirement Protection segment earnings declined 6% YoY
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000820027-26-000038 |
| Document: amp-20260723.htm | 0000820027-26-000038 |
| Document: 0000820027-26-000038-index-headers.html | 0000820027-26-000038 |
| Document: 0000820027-26-000038-index.html | 0000820027-26-000038 |
| Document: 0000820027-26-000038.txt | 0000820027-26-000038 |
| 8-K Data (Synthetic) | 0000820027-26-000038 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 14, 2026 7w ago | 13F-HR | $569.54 $558.54 | ▼ −1.93% | ▲ +0.06% | $490.91 (−13.81%) |
Aug 12, 2026 7w ago | Insider Cluster | $565.07 $553.53 | ▼ −2.04% | ▼ −0.14% | $490.91 (−13.12%) |
Jul 30, 2026 9w ago | Insider Cluster | $544.46 $555.77 | ▲ +2.08% | ▼ −1.89% | $490.91 (−9.84%) |
Jul 23, 2026 10w ago | 8-K | $520.11 $547.09 | ▲ +5.19% | ▲ +1.88% | $490.91 (−5.61%) |
Jun 9, 2026 16w ago | 8-K | $449.19 $507.84 | ▲ +13.06% | ▲ +11.61% | $490.91 (+9.29%) |
Jun 4, 2026 17w ago | 424B5 | $455.15 $489.16 | ▲ +7.47% | ▲ +9.10% | $490.91 (+7.86%) |
May 20, 2026 19w ago | 8-K | $450.15 $467.43 | ▲ +3.84% | ▲ +3.30% | $490.91 (+9.06%) |
Apr 23, 2026 23w ago | 8-K | $461.97 $450.57 | ▼ −2.47% | ▼ −6.49% | $490.91 (+6.27%) |
Mar 20, 2026 28w ago | DEFA14A | $442.63 $461.05 | ▲ +4.16% | ▼ −3.26% | $490.91 (+10.91%) |
Feb 28, 2026 30w ago | Institutional Cluster | $475.17 $438.17 | ▼ −7.79% | ▲ +0.15% | $490.91 (+3.31%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access