| AMP |
Report |
Adjusted operating EPS |
BEAT |
pred ~$10.95 vs. cons ~$10.75 |
MEDIUM |
| AMP |
Report |
Adjusted operating net revenue |
BEAT |
pred ~$4.85B vs. cons ~$4.79B |
MEDIUM |
| AMP |
Report |
Wealth Mgmt wrap/client net flows |
MISS |
pred ~$5.0B vs. cons ~$7.0B |
MEDIUM |
| AMP |
Guide |
Core/same-store organic (ex-Comerica) growth (FY26) |
UNCHANGED |
guide ~4-5% vs. cons ~4-5% (FY2026) |
MEDIUM |
| AMP |
Guide |
Asset Management net flows trajectory (Q2) |
BETTER |
guide ~-$5B vs. cons ~-$6B (2026Q2) |
LOW |
| AMP |
Guide |
Asset Management pretax margin (FY26) |
BETTER |
guide ~42-44% vs. cons ~40% (FY2026) |
LOW |
| AMP |
Guide |
Capital return payout ratio (FY26) |
UNCHANGED |
guide ~85-90% vs. cons ~87% (FY2026) |
MEDIUM |
| AMP |
Guide |
RPS quarterly earnings run-rate (Q2) |
UNKNOWN |
guide ~$200M/qtr vs. cons ~$200M (2026Q2) |
LOW |
| AMP |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
MEDIUM |
| AMP |
Return |
5-day cumulative residual |
-3.0% (FADE) |
Stock ran ~18% (from ~$447 late-June to ~$527) into the print, so a well-telegraphed headline EPS/revenue beat is largely priced. Optically weak wrap flows from the accelerating Comerica runoff (Q2/Q3) keep the flow narrative messy, and the implicit out-period math (elevated recruiting attrition, coming spread compression as Fed cuts) pulls forward estimate trims even on a beat. Rich valuation back near highs leaves little cushion, favoring a sell-the-news fade over follow-through. |
MEDIUM |