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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Ameriprise Financial
Ameriprise Financial (AMP) investor relations material
Ameriprise Financial Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary29 Oct, 2026
Executive summary
Adjusted operating revenue excluding unlocking rose 10% to $5.07B; adjusted earnings increased 14% to $1.103B and diluted EPS rose 22% to $12.07.
Assets under management, administration and advisement reached $1.7845T, up 8% YoY, supported by market appreciation and client activity.
GAAP net income rose 23% to $1.126B and diluted EPS increased 32% to $12.32; shareholder capital return exceeded $1.0B in Q3.
Financial highlights
GAAP total net revenue increased 7% to $5.117B; adjusted operating revenue excluding unlocking was $5.07B, up 10%.
Adjusted operating earnings were $1.029B, up 7%; excluding unlocking, earnings were $1.103B, up 14%. Adjusted EPS was $11.26, or $12.07 excluding unlocking.
Over the trailing 12 months, adjusted EPS rose 19%, ROE improved 340 bps and $3.9B was returned to shareholders.
Q3 management and financial advice fees rose 15% to $3.230B; distribution fees increased 5% to $568M, while premiums, policy and contract charges fell 28% to $355M.
Q3 comprehensive loss was $240M, including a $1.366B after-tax OCI loss primarily reflecting net unrealized securities losses.
Outlook and guidance
Multi-year, on-average targets are 12%–15% adjusted operating EPS growth and adjusted operating ROE above 30%; these are not annual guidance.
FY Wealth Management G&A expense growth is expected in the mid-single-digit range; Asset Management G&A is expected flat, excluding Seligman and other performance-fee compensation.
Wealth Management adjusted margin is expected near 29%, assuming normal markets; FY 2026 operating effective tax rate is expected at 20%–22%.
Approximately $32B of Huntington assets are expected to transition through mid-2027; 29 additional advisors and nearly $4B of assets are expected in mid-2027.
Long-term-care block is expected to run off by two-thirds over 10 years; potential mitigation includes rate increases and benefit reductions. AI meeting-prep and service tools began early release in Q3, with broader workflows planned for 2027.
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Latest events from Ameriprise Financial
- Industry-leading financial performance, client satisfaction, and capital returns drive sustained growth.AMP
Corporate presentation - Adjusted EPS up 22%, ROE ex-AOCI at 55%, and $932M returned to shareholders.AMPQ2 2026
- Industry-leading growth, capital strength, and client satisfaction drive top shareholder returns.AMPInvestor presentation
- Record results, higher dividends, and all proposals passed amid ongoing strategic investments.AMPAGM 2026
- Adjusted EPS up 19%, AUM at $1.7T, and 88% of earnings returned to shareholders.AMPQ1 2026
- Key votes include director elections, auditor ratification, and executive pay approval.AMPProxy filing
- Adjusted EPS up 22% to $9.87, AUM at $1.7T, and Q3 net income up 78% to $912M.AMPQ3 2025
- Adjusted EPS up 17% and AUM/AUA reached $1.51T, with strong capital return and client inflows.AMPQ3 2024
- Record earnings, $1.5T in assets, and $2.8B capital return mark a standout 2024.AMPQ4 2024
Next Ameriprise Financial earnings date
Q4 202628 Jan, 2027
Ameriprise Financial
Next Ameriprise Financial earnings date
Q4 202628 Jan, 2027
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Frequently asked questions
Financial Services
Ameriprise Financial, Inc. is a diversified financial services company primarily known for its focus on retirement-related financial planning and management. Ameriprise provides a range of financial products and services, including wealth management, asset management, insurance, annuities, and estate planning. Ameriprise primarily operates through three subsidiaries: Ameriprise Financial, Columbia Management, and RiverSource. The company is headquartered in Minneapolis, Minnesota, and its shares are traded on NYSE.
Investors Syndicate
Ameriprise Financial's history dates back to 1894 when it was founded as Investors Syndicate in Minneapolis, Minnesota, with 1,000 people each investing $5. It initially focused on mutual funds, later expanding into insurance as well as other financial services, and grew steadily as the decades rolled on. American Express acquired the company in 1984 and integrated its services under the name American Express Financial Advisors. In 2005 the company underwent a significant change when it spun off from American Express, becoming an independent entity and going public. Today, the company competes with industry giants such as Morgan Stanley and Goldman Sachs.
Wealth Management
The company is primarily known for its wealth management services, which are centered around personalized financial planning. Advisors work closely with clients to understand their financial goals, risk tolerance, and investment preferences. The service includes portfolio management, where clients receive tailored investment advice and strategies. Retirement planning is a significant focus, helping clients prepare for future financial needs. Additionally, Ameriprise offers tax planning and estate planning services, ensuring that clients' financial strategies are tax-efficient and aligned with their long-term objectives, including wealth preservation and transfer.
Other Services
Beyond wealth management, Ameriprise Financial provides a diverse range of services. In asset management, the company offers mutual funds and tailored investment solutions, focusing on equities, fixed income, alternative investments, and retirement financial services. Its insurance services encompass life, disability, and long-term care insurance, and Ameriprise provides specialized services for small businesses, including retirement plans and business insurance.