| AMP |
Report |
Adjusted Operating EPS |
BEAT |
pred ~$11.30 vs. cons ~$10.75 |
MEDIUM |
| AMP |
Report |
Adjusted Operating Revenue |
BEAT |
pred ~$4.86B vs. cons ~$4.79B |
MEDIUM |
| AMP |
Report |
AWM Total Client Net Flows |
MISS |
pred ~$2.0B vs. cons ~$4.5B |
MEDIUM |
| AMP |
Guide |
FY2026 AWM Organic Growth Outlook |
LOWER |
guide ~3% vs. cons ~4-5% (FY2026) |
MEDIUM |
| AMP |
Guide |
Capital Return Payout Ratio |
UNCHANGED |
guide ~87% vs. cons ~85-90% (Q3-Q4 2026) |
MEDIUM |
| AMP |
Guide |
Effective Tax Rate Guidance |
UNCHANGED |
guide ~21% vs. cons ~20-22% (FY2026) |
HIGH |
| AMP |
Return |
Day-1 residual (stock − beta × S&P 500) |
-0.8% |
— |
LOW |
| AMP |
Return |
5-day cumulative residual |
-1.8% (FADE) |
Stock rallied ~7-8% into the print (490→527) pricing in another clean beat, so an in-line-to-modest EPS/revenue beat is largely discounted; the more market-moving headline (AWM net flows) likely disappoints on continued/accelerating Comerica attrition even though guided, prompting an initial muted-to-negative reaction. Over the following days, sell-side models likely trim out-period Asset Management segment margin assumptions back toward the 35-39% target range (from the unsustainable 43.8% run-rate) and push out full Huntington/Comerica net-flow benefit recognition to Q4, creating incremental negative revisions to FY26/FY27 EPS despite the in-quarter beat — consistent with a fade rather than follow-through. |
LOW |