Custody Bank Stocks Q4 Teardown: Ameriprise Financial (NYSE:AMP) Vs The Rest
Earnings results often indicate what direction a company will take in the months ahead. With Q4 behind us, let’s have a look at Ameriprise Financial (NYSE:AMP) and its peers.
Custody banks safeguard financial assets and provide services like settlement, accounting, and regulatory compliance for institutional investors. Growth opportunities stem from increasing global assets under custody, demand for data analytics, and blockchain technology adoption for settlement efficiency. Challenges include fee pressure from large clients, substantial technology investment requirements, and competition from both traditional players and fintech firms entering the space.
The 16 custody bank stocks we track reported a strong Q4. As a group, revenues beat analysts’ consensus estimates by 2.5%.
Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 9.5% since the latest earnings results.
Founded in 1894 and spun off from American Express in 2005, Ameriprise Financial (NYSE:AMP) provides financial planning, wealth management, asset management, and insurance products to help individuals and institutions achieve their financial goals.
Ameriprise Financial reported revenues of $4.92 billion, up 10.2% year on year. This print exceeded analysts’ expectations by 3.6%. Overall, it was a strong quarter for the company with an impressive beat of analysts’ revenue and EPS estimates.
Ameriprise Financial Total Revenue
The stock is down 10.7% since reporting and currently trades at $446.25.
Originally founded as a financial media company before pivoting to ETF management in 2006, WisdomTree (NYSE:WT) is a financial services company that creates and manages exchange-traded funds (ETFs) and other investment products for individual and institutional investors.
WisdomTree reported revenues of $147.4 million, up 33.4% year on year, outperforming analysts’ expectations by 3%. The business had an exceptional quarter with a beat of analysts’ EPS estimates and a solid beat of analysts’ EBITDA estimates.
WisdomTree Total Revenue
Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 4.2% since reporting. It currently trades at $15.84.
Originally spun off from Dutch financial giant ING in 2013 and rebranded with a name suggesting “voyage,” Voya Financial (NYSE:VOYA) provides workplace benefits and savings solutions to U.S. employers, helping their employees achieve better financial outcomes through retirement plans and insurance products.
Voya Financial reported revenues of $2.01 billion, up 5.7% year on year, in line with analysts’ expectations. It was a slower quarter as it posted a significant miss of analysts’ EPS estimates and revenue in line with analysts’ estimates.
As expected, the stock is down 7.3% since the results and currently trades at $69.97.
Operating under the widely recognized Franklin Templeton brand since 1947, Franklin Resources (NYSE:BEN) is a global investment management organization that offers financial services and solutions to individuals, institutions, and wealth advisors worldwide.
Franklin Resources reported revenues of $1.75 billion, up 3.8% year on year. This print surpassed analysts’ expectations by 1.9%. It was an exceptional quarter as it also logged a beat of analysts’ EPS estimates and a decent beat of analysts’ revenue estimates.
The stock is down 3.9% since reporting and currently trades at $24.86.
Founded in 1986 as a pioneer in real estate investment trusts (REITs), Cohen & Steers (NYSE:CNS) is an investment manager specializing in real estate securities, infrastructure, real assets, and preferred securities for institutional and individual investors.
Cohen & Steers reported revenues of $143.8 million, up 2.9% year on year. This number was in line with analysts’ expectations. More broadly, it was a mixed quarter as its performance in some other areas of the business was disappointing.
The stock is down 8.1% since reporting and currently trades at $63.19.
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