NYSE$AMP

Ameriprise Financial Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Ameriprise reported strong Q2 2023 results, driven by Wealth Management growth and effective capital management.

Ameriprise Financial reported a strong second quarter in 2023, with adjusted operating earnings per diluted share up 30% year-over-year, driven by strong performance in the Wealth Management business. Assets under management and administration reached $1.3 trillion, up 9% from the prior year. The company returned $638 million of capital to shareholders and announced a new share repurchase authorization of $3.5 billion.

  • Adjusted operating earnings per diluted share increased by 30% year-over-year to $7.44.
  • Assets under management and administration grew by 9% year-over-year, reaching $1.3 trillion.
  • Wealth Management's pretax adjusted operating margin reached a record high of 31% due to strong business growth.
  • The company returned $638 million to shareholders through dividends and share repurchases.

Headline financials

Total Revenue

$4.01B

Previous: $3.51B+14.1%
EPS (adj)

$7.44

Previous: $5.81+28.1%
Total AUM, Administration & Advisement

$1.3T

Previous: $1.2T+8.3%
AWM AUM

$451B

No prior period
Free Cash Flow

$890M

Previous: $756M+17.7%
Net Income

$890M

Previous: $756M+17.7%
Operating Income

$2.15B

Previous: $2.17B-1.0%
Gross Profit

$3.39B

Previous: $3.11B+9.0%
Cash & Equivalents

$8.73B

Previous: $9.38B-6.9%
Total Assets

$170B

Previous: $158B+7.1%
Stock-Based Comp

$46M

Previous: $42M+9.5%

Revenue & EPS history

Ameriprise · Revenue · Quarterly

$4.01B

Q2 2023+14.1%vs Q2 2022
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Ameriprise · $4.03B total across 4 segments · Q2 2023

  • Advice & Wealth Management
    $2.34B+14.0%
  • Retirement & Protection Solutions
    $858M+12.9%
  • Asset Management
    $808M-8.3%
  • Corporate & Other
    $21M

Forward guidance

The operating effective tax rate is expected to be in the 20 to 21 percent range for the second half and full year of 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 Q2 2023

Historical avgQ2 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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