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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“But again, that's a decision now for Fifth Third to make as part of whatever deal and arrangement.”
Fifth Third's pending acquisition of Comerica leaves the future of the Comerica-Ameriprise distribution partnership to Fifth Third's discretion.
“In regard to Comerica, we have a very good relationship with them. I know they're going through their acquisition. I know that will be soon closing.”
Comerica is a financial-institution partner distributing Ameriprise's wealth platform; Ameriprise cites a strong relationship as Comerica's acquisition nears close.
“particularly after our integration of the BMO acquisition 2 years ago.”
Ameriprise referenced integrating its BMO asset-management acquisition from two years ago as part of streamlining its global operating platform.
“we have an excellent relationship with Comerica since we have done the arrangement and put them on our platform and capability, working with their advisors and their clients.”
Ameriprise described its institutional wealth-platform arrangement with Comerica (~$15B assets) as strong, noting it will work with Comerica through the bank's pending acquisition.
“A recent example is the announcement of our expanded partnership with State Street, establishing a unified global back office for many Columbia Threadneedle funds.”
Ameriprise expanded its partnership with State Street to run a unified global back office for many Columbia Threadneedle funds, a mandate win for State Street's servicing business.
Ameriprise delivered record Q4 across all major metrics with revenue of $4.9 billion growing 10% and EPS of $10.83 surging 16%, as client flows of $13.3 billion rose 18% in one of the company's best quarters. Asset management achieved net inflows of $1.9 billion, marking a significant turnaround from prior quarter outflows. Management targeted an 85-90% capital return payout ratio going forward.
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 |
| Analyst | Firm | Questions (Challenge)Percentage 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 |
| Steve Chubak | Wolfe Research | 10 (20%) |
| John Barnidge | Piper Sandler | 10 (10%) |
| Brennan Hawken | BMO Capital Markets | 6 (17%) |
| Ken Lee | RBC Capital Markets | 6 (0%) |
| Craig Siegenthaler | Bank of America | 6 (17%) |
| Ryan Krueger | KBW | 5 (0%) |
| Alex Blostein | Goldman Sachs | 5 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage 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%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
AMP Ameriprise Financial | 8 | +9.0% | |
| ARES Ares Management Corporation | 9 | +40.8% | |
| BEN Franklin Resources | 8 | +8.7% | |
| BLK BlackRock | 9 | +26.9% | |
| BNY BNY Mellon | 9 | +2.2% | |
| 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% |