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Ameriprise Financial

AMP · Financials

Last earnings Oct 29, 2026

Key results

GAAP net incomequarter

$9.33

Third quarter GAAP net income per diluted share was $9.33 compared to $5.00 a year ago.

SEC original ↗Ameriprise Financial — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Revenuequarter

9 percent

Adjusted operating net revenues increased 9 percent to $4.7 billion primarily from asset growth.

SEC original ↗Ameriprise Financial — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Excluding unlocking, adjusted operating net revenues increased 6 percent.

SEC original ↗Ameriprise Financial — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Pretax adjusted operating marginquarter

26 percent

Pretax adjusted operating margin was very strong at 26 percent.

SEC original ↗Ameriprise Financial — Earnings release (8-K exhibit)EX-99Oct 30, 2025

24 25) $ 970 $ 902 8% $ 2,820 $ 2,662 6% GAAP net income per diluted share $ 9.33 $ 5.00 87% $ 25.83 $ 22.53 15% Adjusted operating earnings per diluted share (see reconciliation on p.

SEC original ↗Ameriprise Financial — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Adjusted operating net revenues increased 9 percent to $3.0 billion from higher client assets and transactional activity.

SEC original ↗Ameriprise Financial — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Growthquarter

up 10 percent

Adjusted operating net revenue per advisor on a trailing 12-month basis reached a new high of $1.1 million, up 10 percent from enhanced productivity, business growth and market appreciation.

SEC original ↗Ameriprise Financial — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Asset Management adjusted operating net revenues were $906 million.

SEC original ↗Ameriprise Financial — Earnings release (8-K exhibit)EX-99Oct 30, 2025

AI analysis

Q3 2025 · reported Oct 30, 2025

Based on: Earnings release + parent 8-K — transcript not held

GAAP net income · Q3 2025
$9.33
-13.0% vs prior quarter computed from stated figures
+86.6% vs year ago computed from stated figures
EX-99 · Oct 30, 2025
Revenue · Q3 2025
9 percent
+125.0% vs prior quarter computed from stated figures
EX-99 · Oct 30, 2025
Pretax adjusted operating margin · Q3 2025
26 percent
-3.7% vs prior quarter computed from stated figures
EX-99 · Oct 30, 2025
Growth · Q3 2025
up 10 percent
-9.1% vs prior quarter computed from stated figures
EX-99 · Oct 30, 2025

Headline figures

MetricQ3 2025Prior qtrYear ago
GAAP net income$9.33$10.73$5.00
Revenue9 percent4 percent—
Pretax adjusted operating margin26 percent27 percent—
Growthup 10 percentup 11 percent—

EX-99 · Oct 30, 2025

Guidance · company-stated

effective tax rate

“is expected to be 20 to 22 percent”

Guidance stated in the release for full year 2025; figures as stated.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Pretax adjusted operating margin26 percent
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Adjusted operating earnings per diluted share, excluding unlocking increased 12 percent to $9.92

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

effective tax rate: “effective tax rate is expected to be 20 to 22 percent”

effective tax rate (“full year 2025”)
“The operating effective tax rate is expected to be 20 to 22 percent for full year 2025.”

Guidance stated in the release for full year 2025; figures as stated.

Strategy & priorities

In the quarter, general and administrative expenses improved 3 percent, reflecting benefits from strategic initiatives to drive firm-wide operational transformation, client experience enhancements and future profitability.

SEC original ↗Ameriprise Financial — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Across the firm, we re focused on delivering an excellent client experience supported by our distinctive combination of high-quality advice, solutions and capabilities.

SEC original ↗Ameriprise Financial — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Our strategic investments, disciplined expense management and strong financial foundation help us to effectively navigate and grow across market cycles.

SEC original ↗Ameriprise Financial — Earnings release (8-K exhibit)EX-99Oct 30, 2025

(3) As we look ahead, we re focused on serving our clients exceptionally well while positioning the firm to continue to drive shareholder value in an increasingly fluid economic and market environment.

SEC original ↗Ameriprise Financial — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Underlying performance metrics remained strong across all measures, reflecting the strength of the Ameriprise client experience and the company s focus on helping advisors drive productivity growth through industry-leading tools, solutions and support.

SEC original ↗Ameriprise Financial — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Risks & headwinds

Forward-looking statements are subject to risks and uncertainties, which could cause actual results to differ materially from such statements.

SEC original ↗Ameriprise Financial — Earnings release (8-K exhibit)EX-99Oct 30, 2025

What changed vs prior quarter

GAAP net income — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Ameriprise Financial — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Ameriprise Financial — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Pretax adjusted operating margin — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Ameriprise Financial — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Competitors

Competitors & peers

Named in the company’s own filings

American Express (AXP)“In 1983, our company was formed as a Delaware corporation in connection with American Express acquisition of IDS Financial Services from Alleghany Corporation.”Genworth Financial Inc (GNW)“For existing LTC policies, RiverSource Life has continued ceding 50% of the risk on a coinsurance basis to subsidiaries of Genworth Financial, Inc.”Block, Inc. (XYZ)“Closed Block Fixed Annuities In 2020, we discontinued new sales of fixed annuities and moved the Fixed Annuities and Fixed Indexed Annuities blocks to the Corporate & Other segment as a closed block.”Financial Institutions Inc. (FISI)“As a diversified financial services firm, we compete directly with a variety of financial institutions, including registered investment advisers, securities brokers, asset managers, banks and insurance companies.”
Documents

Filings

62 documents

Earnings releases

23 documents

Presentations

0 documents

No presentations for Ameriprise Financial are held in this edition of the library.

Transcripts

0 documents

No transcripts for Ameriprise Financial are held in this edition of the library.

Mentioned by

9 companies

Other tracked companies whose held documents mention Ameriprise Financial by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.