← Ameriprise Financial overview

Ameriprise Financial vs Ares Capital: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Ameriprise Financial Inc (AMP)

Q3 2026
▲2▼1

Ameriprise beats Q2, returns billions to shareholders, but CEO sells 33% stake

  • Q2 earnings beat on record assets Ameriprise reported Q2 adjusted EPS of $11.07, beating estimates, with revenue up 12.8% to $4.94 billion. Assets under management hit a record $1.8 trillion, up 14% from a year ago. Strong results show the core business is growing and profitable, which supports a higher stock price.

    This is the primary new financial result that directly shows the company's profit growth and scale, a key driver for the stock.

  • Massive buyback and dividend growth Ameriprise completed a $3.44 billion buyback and authorized an additional $5.5 billion through 2028. It also declared a $1.70 quarterly dividend, extending its 21-year streak of increases. These moves return cash to shareholders, boost earnings per share, and signal confidence in future cash flow.

    Capital return is a major reason investors hold AMP and directly affects per-share value and income.

  • CEO sells 33% of his stake CEO James Cracchiolo sold $28.9 million in shares, cutting his direct holdings by 33%. While the sale was part of an option exercise, a large insider sale can worry investors that management sees limited upside, potentially pressuring the stock.

    Insider selling is a notable counterweight to the positive earnings and buyback news, and readers should be aware of it.

  • Comerica outflow offset by new client wins Ameriprise is losing $19 billion in client assets from Comerica by the end of Q3, but Huntington Bank's onboarding is expected to offset the loss. Management also highlighted AI-driven productivity gains and sustainable margins. The outflow is a headwind, but new business and efficiency gains may balance it.

    This explains a key risk to asset growth and how management plans to mitigate it, affecting future revenue.

August 2026
▲2▼1

Ameriprise beats Q2, returns billions to shareholders, but CEO sells 33% stake

  • Q2 earnings beat on record assets Ameriprise reported Q2 adjusted EPS of $11.07, beating estimates, with revenue up 12.8% to $4.94 billion. Assets under management hit a record $1.8 trillion, up 14% from a year ago. Strong results show the core business is growing and profitable, which supports a higher stock price.

    This is the primary new financial result that directly shows the company's profit growth and scale, a key driver for the stock.

  • Massive buyback and dividend growth Ameriprise completed a $3.44 billion buyback and authorized an additional $5.5 billion through 2028. It also declared a $1.70 quarterly dividend, extending its 21-year streak of increases. These moves return cash to shareholders, boost earnings per share, and signal confidence in future cash flow.

    Capital return is a major reason investors hold AMP and directly affects per-share value and income.

  • CEO sells 33% of his stake CEO James Cracchiolo sold $28.9 million in shares, cutting his direct holdings by 33%. While the sale was part of an option exercise, a large insider sale can worry investors that management sees limited upside, potentially pressuring the stock.

    Insider selling is a notable counterweight to the positive earnings and buyback news, and readers should be aware of it.

  • Comerica outflow offset by new client wins Ameriprise is losing $19 billion in client assets from Comerica by the end of Q3, but Huntington Bank's onboarding is expected to offset the loss. Management also highlighted AI-driven productivity gains and sustainable margins. The outflow is a headwind, but new business and efficiency gains may balance it.

    This explains a key risk to asset growth and how management plans to mitigate it, affecting future revenue.

Latest
▲2▼1

Ameriprise beats Q2, returns billions to shareholders, but CEO sells 33% stake

  • Q2 earnings beat on record assets Ameriprise reported Q2 adjusted EPS of $11.07, beating estimates, with revenue up 12.8% to $4.94 billion. Assets under management hit a record $1.8 trillion, up 14% from a year ago. Strong results show the core business is growing and profitable, which supports a higher stock price.

    This is the primary new financial result that directly shows the company's profit growth and scale, a key driver for the stock.

  • Massive buyback and dividend growth Ameriprise completed a $3.44 billion buyback and authorized an additional $5.5 billion through 2028. It also declared a $1.70 quarterly dividend, extending its 21-year streak of increases. These moves return cash to shareholders, boost earnings per share, and signal confidence in future cash flow.

    Capital return is a major reason investors hold AMP and directly affects per-share value and income.

  • CEO sells 33% of his stake CEO James Cracchiolo sold $28.9 million in shares, cutting his direct holdings by 33%. While the sale was part of an option exercise, a large insider sale can worry investors that management sees limited upside, potentially pressuring the stock.

    Insider selling is a notable counterweight to the positive earnings and buyback news, and readers should be aware of it.

  • Comerica outflow offset by new client wins Ameriprise is losing $19 billion in client assets from Comerica by the end of Q3, but Huntington Bank's onboarding is expected to offset the loss. Management also highlighted AI-driven productivity gains and sustainable margins. The outflow is a headwind, but new business and efficiency gains may balance it.

    This explains a key risk to asset growth and how management plans to mitigate it, affecting future revenue.

Ares Capital Corporation (ARCC)

Q3 2026
▼3

Private credit stress tests ARCC's dividend as defaults rise

  • Rising non-accruals and dividend coverage gap Loans not paying interest rose to 2.4% of the portfolio from 1.8%, and core earnings of $0.47 fell short of the $0.48 dividend. That makes the payout less safe and pressures ARCC's price.

    This is the core new credit-quality deterioration directly threatening ARCC's dividend.

  • Record private credit defaults and sector dividend cuts Private credit defaults hit a record 6%, and peer Blue Owl cut its dividend. This raises fears ARCC may follow, weighing on its shares even though ARCC kept its own dividend steady.

    Sector-wide default record and a peer dividend cut are new negative signals for ARCC's payout.

  • Falling loan rates squeeze income ARCC's average loan rate dropped to 10.3% from higher levels, and peers show similar declines. Lower rates mean less interest income, making it harder to cover the dividend and pressuring the stock.

    Declining portfolio yield is a new earnings headwind for ARCC.

  • New $750M bond issue at higher cost ARCC priced $750 million of 6.250% notes due 2033 to repay bank debt. It locks in higher borrowing costs but extends maturities and keeps liquidity strong, so the effect on the stock is mixed.

    This new financing event affects ARCC's capital costs and liquidity.

August 2026
▼3

Private credit stress tests ARCC's dividend as defaults rise

  • Rising non-accruals and dividend coverage gap Loans not paying interest rose to 2.4% of the portfolio from 1.8%, and core earnings of $0.47 fell short of the $0.48 dividend. That makes the payout less safe and pressures ARCC's price.

    This is the core new credit-quality deterioration directly threatening ARCC's dividend.

  • Record private credit defaults and sector dividend cuts Private credit defaults hit a record 6%, and peer Blue Owl cut its dividend. This raises fears ARCC may follow, weighing on its shares even though ARCC kept its own dividend steady.

    Sector-wide default record and a peer dividend cut are new negative signals for ARCC's payout.

  • Falling loan rates squeeze income ARCC's average loan rate dropped to 10.3% from higher levels, and peers show similar declines. Lower rates mean less interest income, making it harder to cover the dividend and pressuring the stock.

    Declining portfolio yield is a new earnings headwind for ARCC.

  • New $750M bond issue at higher cost ARCC priced $750 million of 6.250% notes due 2033 to repay bank debt. It locks in higher borrowing costs but extends maturities and keeps liquidity strong, so the effect on the stock is mixed.

    This new financing event affects ARCC's capital costs and liquidity.

Latest
▼3

Private credit stress tests ARCC's dividend as defaults rise

  • Rising non-accruals and dividend coverage gap Loans not paying interest rose to 2.4% of the portfolio from 1.8%, and core earnings of $0.47 fell short of the $0.48 dividend. That makes the payout less safe and pressures ARCC's price.

    This is the core new credit-quality deterioration directly threatening ARCC's dividend.

  • Record private credit defaults and sector dividend cuts Private credit defaults hit a record 6%, and peer Blue Owl cut its dividend. This raises fears ARCC may follow, weighing on its shares even though ARCC kept its own dividend steady.

    Sector-wide default record and a peer dividend cut are new negative signals for ARCC's payout.

  • Falling loan rates squeeze income ARCC's average loan rate dropped to 10.3% from higher levels, and peers show similar declines. Lower rates mean less interest income, making it harder to cover the dividend and pressuring the stock.

    Declining portfolio yield is a new earnings headwind for ARCC.

  • New $750M bond issue at higher cost ARCC priced $750 million of 6.250% notes due 2033 to repay bank debt. It locks in higher borrowing costs but extends maturities and keeps liquidity strong, so the effect on the stock is mixed.

    This new financing event affects ARCC's capital costs and liquidity.