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Research Alert: Amperiprise Financial Q1 Results Top Expectations

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-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:

AMP posted Q1 2026 adjusted operating EPS of $11.26 vs. $9.50, a 19% rise that topped our $10.12 estimate and $10.21 consensus view, while GAAP EPS of $9.68 vs. $5.83 reflected mark-to-market gains versus prior-year losses. Revenue growth of 11% exceeded our forecast and our 6%-10% growth forecast for 2026, while pretax adjusted operating margins expanded 130 bps to 28% on revenue gains and cost containment efforts. AMP continued its substantial capital return program, returning $936M to shareholders in Q1 (70% of adjusted operating earnings) and $3.4B in 2025 (88% of earnings), reflecting strong FCF generation and confidence in its business model. We expect management to emphasize these results and the firm's franchise value on its April 24 earnings call. The company maintained best-in-class adjusted operating ROE of 54.3% vs. 53.2% in Q4, while share count reduction of 5% supported per-share metrics, though we think investors may have questions about the ongoing LPL Financial litigation.

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