NYSE$AMP

Ameriprise Financial Inc · Q4 2021 earnings

Q4 2021 earnings · · Investor relations

Briefing

Ameriprise reported strong Q4 2021 results, driven by significant organic growth and strategic actions such as the acquisition of BMO EMEA.

Ameriprise Financial reported a strong fourth quarter with record client flows, assets, and financial results. Adjusted operating earnings per diluted share reached a record $6.15, up 36% from the prior year. The company drove over $40 billion in client net inflows and saw assets under management and administration increase to a record high of $1.4 trillion.

  • Adjusted operating earnings per diluted share was a record $6.15, up 36 percent from the prior year.
  • Assets under management and administration increased to a record high of $1.4 trillion.
  • Net flows from Advice & Wealth Management and Asset Management were over $40 billion, including a net $15 billion of BMO-related flows.
  • Adjusted operating net revenue was $3.7 billion, an 18 percent increase from strong organic growth.

Headline financials

Total Revenue

$3.76B

Previous: $3.18B+18.1%
EPS (adj)

$6.15

Previous: $4.53+35.8%
Total AUM, Administration & Advisement

$1.4T

Previous: $1.1T+27.3%
AWM AUM

$461B

Previous: $732B-37.0%
Net Income

$701M

Previous: $177M+296.0%
Operating Income

$866M

Previous: $673M+28.7%
Gross Profit

$1.95B

Previous: $1.18B+65.8%
Cash & Equivalents

$9.57B

Previous: $8.9B+7.5%
Total Assets

$178B

Previous: $166B+7.1%
Stock-Based Comp

$28M

Previous: $39M-28.2%

Revenue & EPS history

Ameriprise · Revenue · Quarterly

$3.76B

Q4 2021+18.1%vs Q4 2020
Beat estimate in 14 of 16 quarters(88%)
ActualEstimate

Revenue by segment

Ameriprise · $3.99B total across 3 segments · Q4 2021

  • Advice & Wealth Management
    $2.11B+19.0%
  • Asset Management
    $1.06B+32.8%
  • Retirement & Protection Solutions
    $815M+2.0%

Forward guidance

Ameriprise is well positioned to continue navigating the current environment successfully, and rising interest rates would be another positive. The company remains focused on serving its clients well and is energized about the opportunity before it.

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 2021

Historical avgQ4 2021

+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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