NYSE$AMP

Ameriprise Financial Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Ameriprise delivered strong first quarter results driven by wealth management performance and strategic capital management.

Ameriprise Financial reported an excellent first quarter, driven by strong performance in Wealth Management. Adjusted operating earnings per diluted share increased by 25% year-over-year, driven by strong business performance in Wealth Management. The company demonstrated its diversified business model, strong client engagement, and leadership in financial planning and advice. Ameriprise also announced its 19th dividend increase since 2005, raising the quarterly dividend by 8 percent.

  • Adjusted operating earnings per diluted share was $7.25, up 25 percent from the prior year.
  • Assets under management and administration were $1.2 trillion, down 8 percent, reflecting strong client net inflows that were more than offset by market depreciation and unfavorable foreign exchange translation.
  • Wealth Management adjusted operating net revenue increased 11 percent and Pretax adjusted operating earnings grew 58 percent with record high operating margin of 31 percent.
  • The company returned $641 million of capital to shareholders and announced an increase in its quarterly dividend to $1.35 per diluted share.

Headline financials

Total Revenue

$3.85B

Previous: $3.66B+5.1%
EPS (adj)

$7.25

Previous: $5.98+21.2%
Total AUM, Administration & Advisement

$1.2T

Previous: $1.3T-7.7%
Free Cash Flow

$417M

Previous: $761M-45.2%
Net Income

$417M

Previous: $761M-45.2%
Operating Income

$2.14B

Previous: $2.21B-3.3%
Gross Profit

$3.31B

Previous: $3.2B+3.5%
Cash & Equivalents

$9.84B

Previous: $8.81B+11.7%
Total Assets

$167B

Previous: $168B-0.5%
Stock-Based Comp

$46M

Previous: $44M+4.5%

Revenue & EPS history

Ameriprise · Revenue · Quarterly

$3.85B

Q1 2023+5.1%vs Q1 2022
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Ameriprise · $3.89B total across 3 segments · Q1 2023

  • Advice & Wealth Management
    $2.27B+10.9%
  • Retirement & Protection Solutions
    $824M+6.7%
  • Asset Management
    $799M-21.4%

Forward guidance

The operating effective tax rate is expected to be approximately 21 percent for full year 2023.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

+0.5%

Avg return

Earnings day

+1.4%

Avg return

5 days after

+3.4%

Avg return

30 days after

53%

39 / 73 earnings

Positive

+9.9%

Q1 2020

Best reaction

-8.0%

Q3 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.5%+3.4%-1.5%
Q4 2025+4.3%+1.5%-3.3%
Q3 2025-0.3%+1.1%+0.4%
Q2 2025-2.1%-1.6%-3.2%
Q1 2025+0.5%-0.0%+6.9%
Q4 2024-4.2%-6.1%-6.0%
Q3 2024-3.0%-1.2%+10.1%
Q2 2024+4.8%+2.5%+4.3%
Q1 2024-2.2%-1.7%+5.0%
Q4 2023+0.9%+1.4%+5.0%
Q3 2023+0.9%+0.7%+12.1%
Q2 2023-1.7%-1.8%-5.8%
Q1 2023-7.7%-2.9%-6.7%
Q4 2022+1.9%+0.7%-0.4%
Q3 2022+7.7%+14.9%+22.4%
Q2 2022+4.3%+9.7%+15.3%
Q1 2022-5.5%-5.2%-5.3%
Q4 2021+1.7%+1.9%+1.4%
Q3 2021-0.6%+1.4%+1.5%
Q2 2021+0.3%+3.5%+9.6%
Q1 2021+3.0%+3.7%+2.6%
Q4 2020-2.2%-4.9%+4.7%
Q3 2020-0.8%+1.3%+17.5%
Q2 2020-1.3%+1.1%+3.1%
Q1 2020+9.9%+11.9%+40.5%
Q4 2019+3.3%+1.4%-14.4%
Q3 2019+5.0%+7.3%+12.2%
Q2 2019-1.4%+0.4%-16.5%
Q1 2019+0.1%+2.0%+1.1%
Q4 2018+4.3%+4.7%+8.9%
Q3 2018-7.9%-8.4%-7.2%
Q2 2018+1.6%+4.0%-2.8%
Q1 2018-0.7%-1.4%-1.1%
Q4 2017-2.9%-0.5%-10.1%
Q3 2017+1.9%+4.2%+3.5%
Q2 2017+5.2%+5.0%+0.6%
Q1 2017+1.9%-0.5%-5.2%
Q4 2016+5.0%+9.9%+18.5%
Q3 2016-8.0%-8.9%+16.0%
Q2 2016-0.8%-0.5%+1.2%
Q1 2016-2.1%
Q4 2015-5.9%
Q3 2015+1.6%
Q2 2015-1.1%
Q1 2015-2.4%
Q4 2014-0.6%
Q3 2014+4.4%
Q2 2014+1.6%
Q1 2014+5.8%
Q4 2013+1.9%
Q3 2013+1.9%
Q2 2013+1.1%
Q1 2013+2.0%
Q4 2012-1.6%
Q3 2012+3.3%
Q2 2012+4.7%
Q1 2012-1.9%
Q4 2011-0.5%
Q3 2011+4.5%
Q2 2011-0.4%
Q1 2011+1.8%
Q4 2007-1.2%
Q4 2010-1.2%
Q3 2010+1.3%
Q2 2010+1.4%
Q1 2009-4.2%
Q1 2010+2.0%
Q4 2009+1.0%
Q3 2008+5.1%
Q3 2009+5.1%
Q2 2008-1.1%
Q2 2009-1.1%
Q4 2008-1.1%

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