Core Insights - Corebridge Financial (CRBG) is expected to report quarterly earnings of $1.11 per share, reflecting a year-over-year decline of 9.8% [1] - Revenue is anticipated to be $5.06 billion, which represents a slight increase of 0.9% from the previous year [1] Earnings Estimates - Over the last 30 days, the consensus EPS estimate has been revised downward by 0.2%, indicating a reassessment by analysts [2] - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3] Key Metrics Forecast - The consensus estimate for 'Premiums' is $1.30 billion, indicating a year-over-year increase of 13.9% [5] - 'Total Corebridge- Advisory fee and other income' is expected to be $107.71 million, reflecting a significant decline of 48.7% year-over-year [5] - 'Policy fees' are forecasted to reach $620.41 million, down 15.9% from the previous year [5] Revenue Projections - 'Total Corebridge- Net investment income' is projected at $3.06 billion, showing a year-over-year increase of 6.3% [6] - 'Revenue- Life Insurance' is expected to be $1.08 billion, a slight increase of 0.5% from the prior year [6] - 'Revenue- Individual Retirement' is forecasted at $1.68 billion, indicating a decline of 7.5% year-over-year [6] Assets Under Management - 'Assets Under Management and Administration (AUMA) - Individual Retirement' is estimated to be $122.13 billion, down from $160.13 billion year-over-year [7] - 'Assets Under Management and Administration (AUMA) - Group Retirement' is projected at $130.28 billion, an increase from $124.30 billion year-over-year [8] - 'Assets Under Management and Administration (AUMA) - Total' is expected to reach $383.80 billion, down from $404.00 billion year-over-year [9] Stock Performance - Corebridge shares have decreased by 3% over the past month, contrasting with the Zacks S&P 500 composite's increase of 0.9% [10] - The company holds a Zacks Rank of 5 (Strong Sell), indicating expectations of underperformance relative to the overall market [10]

Core Viewpoint - Ameriprise Financial Services (AMP) is expected to report quarterly earnings of $10.29 per share, a 9.9% increase year-over-year, with revenues projected at $4.71 billion, reflecting a 5.5% year-over-year growth [1]. Earnings Estimates - The consensus EPS estimate has been revised down by 0.8% in the last 30 days, indicating a reassessment by analysts [2]. - Revisions to earnings estimates are crucial for predicting investor actions, as empirical research shows a strong correlation between these revisions and short-term stock performance [3]. Revenue Projections - Analysts project 'Revenues- Management and financial advice fees' to reach $2.89 billion, a year-over-year increase of 6.6% [5]. - 'Revenues- Distribution fees' are expected to be $556.53 million, up 3.8% from the previous year [5]. - 'Revenues- Net investment income' is estimated at $841.41 million, indicating a decline of 5.7% year-over-year [5]. - 'Revenues- Premiums, policy and contract charges' are forecasted at $411.59 million, reflecting an 8.6% increase [6]. - 'Revenues- Other revenues' are expected to be $134.69 million, a 6.1% increase from the year-ago quarter [6]. Assets Under Management - Total Assets Under Management (AUM) is projected to be $1.29 billion, up from $1.17 billion year-over-year [6]. - Total Assets Under Administration is expected to reach $349.71 million, compared to $317.16 million in the same quarter last year [7]. - Total Assets Under Management and Administration is estimated at $1.63 billion, up from $1.52 billion year-over-year [7]. - Total Assets Under Management - Asset Management AUM is projected at $676.38 million, compared to $644.91 million last year [8]. - Total Client Assets at period end are expected to reach $1,177.36 billion, up from $1,028.94 billion year-over-year [9]. Stock Performance - Ameriprise shares have increased by 0.6% over the past month, compared to a 0.4% increase in the Zacks S&P 500 composite [10].

Core Insights - Ameriprise Financial, Inc. (AMP) is expected to report third-quarter 2025 results on October 30, with anticipated year-over-year increases in revenues and earnings [1][11] - The company has a strong earnings surprise history, surpassing the Zacks Consensus Estimate in three of the last four quarters, with an average beat of 2.30% [2] Revenue Estimates - The Zacks Consensus Estimate for management and financial advice fees is $2.75 billion, reflecting a 7% increase from the prior year [3] - Distribution fees are estimated at $553 million, indicating a year-over-year rise of 7.8 [4] - Other revenues are projected at $134 million, suggesting a growth of 2.3% [4] Investment Income and Charges - The consensus estimate for net investment income is $834 million, representing a decline of 10.7% year-over-year [5] - Premiums, policy, and contract charges are estimated at $374 million, indicating an 8.6% decrease [5] Assets Under Management - Total AUM and AUA are expected to reach $1.62 trillion, marking a 7.4% increase from the previous year [6] Expense Management - While cost management initiatives have controlled general and administrative expenses, overall costs are expected to rise due to technology upgrades and new hires, with total adjusted operating expenses estimated at $3.27 billion [7][11] Earnings Expectations - The consensus estimate for earnings is $9.60 per share, reflecting an 8.7% increase from the prior year, with total sales estimated at $4.52 billion, suggesting a 4% year-over-year increase [12] Earnings Surprise Potential - The company has a positive Earnings ESP of +2.55%, indicating a high likelihood of beating the Zacks Consensus Estimate for earnings [8] - Ameriprise currently holds a Zacks Rank 2 (Buy) [9]