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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Suneet Kamath | Jefferies | 12 | 8% |
| Wilma Burdis | Raymond James | 12 | 8% |
| Tom Gallagher | Evercore ISI | 11 | 9% |
| Steve Chubak | Wolfe Research | 10 | 20% |
| John Barnidge | Piper Sandler | 10 | 10% |
| Ken Lee | RBC Capital Markets | 6 | 0% |
| Brennan Hawken | BMO Capital Markets | 6 | 17% |
| Craig Siegenthaler | Bank of America | 6 | 17% |
| Ryan Krueger | KBW | 5 | 0% |
| Alex Blostein | Goldman Sachs | 5 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Piper Sandler | 2 | 12 | 8% |
| Wolfe Research | 2 | 12 | 17% |
| Jefferies | 1 | 12 | 8% |
| Raymond James | 1 |
| 12 |
| 8% |
| Evercore ISI | 1 | 11 | 9% |
| BMO Capital Markets | 2 | 8 | 13% |
| Bank of America | 1 | 6 | 17% |
| RBC Capital Markets | 1 | 6 | 0% |
Ameriprise posted record Q1 EPS of $11.26 growing 19% with return on equity exceeding 54% as client assets grew 12% and wrap assets surged 16%. The Comerica trust banking relationship early termination drove accelerated outflows in the asset management segment though underlying organic growth remained healthy. Adjusted operating revenues grew 11% to $4.8 billion on strong advisory fee momentum.
Demand | Competitive Dynamics | Margin | Revenue Growth | Cost Pressure | M&A | Product Launch | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 1 | 6 | 4 | 2 | 2 | 1 | |
| 2025Q1 | 6 | 6 | 4 | 3 | 1 | 1 | 3 | 1 |
| 2025Q2 | 4 | 7 | 2 | 6 | 1 | 2 | 1 | 1 |
| 2025Q3 | 8 | 11 | 8 | 4 | 3 | 2 | 1 | |
| 2025Q4 | 6 | 4 | 5 | 3 | 4 | 2 | 1 | 2 |
| 2026Q1 | 4 | 4 | 3 | 2 | 3 | 6 | 2 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 5 | 6 | 4 | 8 | 6 | 4 |
| Competitive Dynamics | 1 | 6 | 7 | 11 | 4 | 4 |
| Margin | 6 | 4 | 2 | 8 | 5 | 3 |
| Revenue Growth | 4 | 3 | 6 | 3 | 2 | |
| Cost Pressure | 2 | 1 | 1 | 4 | 4 | 3 |
| M&A | 1 | 2 | 3 | 2 | 6 | |
| Product Launch | 2 | 3 | 1 | 2 | 1 | 2 |
| Innovation & R&D | 1 | 1 | 1 | 1 | 2 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
AMP Ameriprise Financial | 8 | +9.0% | |
| ARES Ares Management Corporation | 9 | +40.8% | |
| BEN Franklin Resources | 8 | +8.7% | |
| BK BNY Mellon | 9 | +2.2% | |
| BLK BlackRock | 9 | +26.9% | |
| BX Blackstone Inc. | 8 | +39.3% | |
| IVZ Invesco | 8 | +14.1% | |
| KKR KKR | 7 | +31.0% | |
| NTRS Northern Trust | 9 | +7.8% | |
| STT State Street Corporation | 9 | +2.2% | |
| TROW T. Rowe Price | 6 | +5.3% |