Ameriprise Financial, Inc. AMP

Revenue Intelligence Report • 73 quarters of SEC filing data • Updated 2026-10-14 • Data through 2026-06-30

Ameriprise Financial, Inc.'s latest quarterly revenue is $5.0B for the period ending 2026-06-30. The model projects $18.6B across the next four quarters (-6.1% versus the preceding four quarters). The forecast uses G&A data; model selection and estimation exclude the latest quarter, whose retrospective holdout error is 5.8%. These are statistical associations, not estimates of the causal effect of spending.

Investment Thesis

The ARDL forecast is based on reported revenue and G&A data through 2026-06-30. Training MAPE measures fit to historical data; the separately reported holdout error measures a withheld quarter. Spending coefficients describe associations and do not establish causation.

Next 4 Quarters
$18.6B
-6.1% YoY
G&A Elasticity
1.68x
Training Fit
3.3% MAPE
Retrospective holdout (Q2 FY2026): The model predicted $4.72B vs the actual $5.01B — an error of 5.8%.
Retrospective one-quarter holdout: model fitting and selection exclude this quarter. Historical inputs use the latest available restatements, so this is not a preserved real-time forecast.
Note: The current filings use G&A (GeneralAndAdministrativeExpense). Spending estimates refer to this expense measure, not separately reported SG&A.
Note: Ameriprise Financial, Inc. does not report R&D expenses separately. The model uses the available expense measure without a separate R&D term.

Revenue Forecast

AMP Revenue Forecast

Quarterly Detail

QuarterModel ForecastActual95% RangeYoY GrowthStatus
Q2 FY2026
Period end 2026-06-30
$4.72B $5.01B $4.33B–$5.15B +5.2% ✓ In range
Q3 FY2026
Period end 2026-09-30
$4.65B $4.11B–$5.24B -5.1%
Q4 FY2026
Period end 2026-12-31
$4.96B $4.28B–$5.76B -1.6%
Q1 FY2027
Period end 2027-03-31
$4.54B $3.82B–$5.39B -7.1%
Q2 FY2027
Period end 2027-06-30
$4.49B $3.70B–$5.44B -10.5%

Seasonal Factors

Multiplicative seasonal adjustment: These factors capture Ameriprise Financial, Inc.'s systematic quarterly revenue patterns relative to the trend model. A factor of 1.05 means that quarter typically runs 5% above the underlying trend; 0.95 means 5% below. Factors are computed as the median of (actual / fitted) across all available quarters.
Fiscal QuarterSeasonal Factorvs TrendInterpretationObs.
FQ1 (Jan–Mar) 1.0036 +0.4% In line with trend 17
FQ2 (Apr–Jun) 1.0081 +0.8% In line with trend 17
FQ3 (Jul–Sep) 1.0031 +0.3% In line with trend 17
FQ4 (Oct–Dec) 0.9915 -0.9% In line with trend 17

Spending and Revenue

AMP Spending Timing
Reading this chart: Each line shows the cumulative revenue association with a 1% change in spending over subsequent quarters. These estimates describe historical associations and do not establish causation.

Time-Varying Spending Associations

Time-varying analysis: A penalized spline model (GAM) tracks the association between log spending and log revenue over 73 quarters. Its coefficients describe conditional historical associations, not causal returns on spending.
Current G&A elasticity: 0.8888x
The model-term chart shows relative absolute term magnitudes. Its percentages are not shares of revenue or causal contributions to growth.

Want this analysis for your portfolio?

I build custom revenue intelligence reports for investors and companies using SEC filing data, econometric modeling, and AI-powered insights.

Get in Touch