NYSE$AMP

Ameriprise Financial Inc · Q4 2019 earnings

Q4 2019 earnings · · Investor relations

Briefing

Ameriprise reported strong Q4 2019 results, with adjusted operating earnings per diluted share increasing by 11 percent and adjusted operating return on equity increasing to 38.6 percent.

Ameriprise Financial reported a strong fourth quarter, driven by growth in Advice & Wealth Management and improved client flows in Asset Management. The company closed the sale of its Auto & Home business, adding over $700 million to excess capital. Ameriprise returned $689 million to shareholders through dividends and share repurchases during the quarter.

  • Adjusted operating earnings per diluted share increased 11 percent to $4.20, and adjusted operating return on equity increased 80 basis points to 38.6 percent.
  • Ameriprise closed on the sale of its Auto & Home business, adding over $700 million to excess capital, generating a $161 million net benefit on a full year GAAP pretax basis.
  • Adjusted operating net revenue was up 6 percent to $3.0 billion, excluding Auto & Home.
  • Assets under management and administration were $973 billion, and Advice & Wealth Management total client assets were $643 billion – both represented record highs.

Headline financials

Total Revenue

$3.29B

Previous: $3.18B+3.4%
EPS (adj)

$4.20

Previous: $3.80+10.5%
Total AUM, Administration & Advisement

$973B

No prior period
AWM AUM

$643B

No prior period
Net Income

$463M

Previous: $539M-14.1%
Operating Income

$534M

No prior period
Gross Profit

$1.36B

Previous: $1.68B-19.1%
Cash & Equivalents

$6.21B

Previous: $5.88B+5.6%
Total Assets

$152B

Previous: $137B+10.6%
Stock-Based Comp

$35M

Previous: $39M-10.3%

Revenue & EPS history

Ameriprise · Revenue · Quarterly

$3.29B

Q4 2019+3.4%vs Q4 2018
Beat estimate in 16 of 16 quarters(100%)
ActualEstimate

Revenue by segment

Ameriprise · $3.1B total across 3 segments · Q4 2019

  • Advice & Wealth Management
    $1.71B+8.2%
  • Asset Management
    $770M+9.1%
  • Retirement & Protection Solutions
    $618M+0.8%

Forward guidance

Ameriprise is in an excellent position to serve even more individual investors and institutions through personal, advice-based relationships and high-performing solutions.

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 Q4 2019

Historical avgQ4 2019

+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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