| AMP |
Report |
Adjusted operating EPS |
BEAT |
pred ~$11.08 vs. cons $10.81 |
MEDIUM |
| AMP |
Report |
Adjusted operating net revenue |
BEAT |
pred ~$4.97B vs. cons $4.87B |
MEDIUM |
| AMP |
Report |
Advice & Wealth Management total client net flows |
MISS |
pred ~($3.0B) vs. cons ~$0.5B |
MEDIUM |
| AMP |
Guide |
AWM same-store organic-growth target |
UNCHANGED |
guide ~4.5% vs. cons 4.5% (FY2026) |
MEDIUM |
| AMP |
Guide |
Capital return as a share of adjusted operating earnings |
UNCHANGED |
guide ~88% vs. cons 88% (FY2026) |
HIGH |
| AMP |
Guide |
Huntington Bank onboarding assets |
UNCHANGED |
guide ~$28B vs. cons ~$28B (4Q2026) |
HIGH |
| AMP |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.8% |
— |
MEDIUM |
| AMP |
Return |
5-day cumulative residual |
-0.6% (STABILIZE) |
A likely ~$0.27 EPS beat versus consensus is offset by a headline AWM-flow miss of roughly $3.5B versus consensus as accelerated Comerica departures obscure otherwise resilient same-store activity. The initial de-risking should stabilize as analysts retain roughly 4.5% core organic-growth expectations, recognize the Comerica economics were made whole, and keep the ~$28B Huntington 4Q2026 onboarding in out-period models. |
MEDIUM |