$AMP·8-K

AMERIPRISE FINANCIAL INC · Jun 9, 2:09 PM ET

Compare

AMERIPRISE FINANCIAL INC 8-K

Research Summary

AI-generated summary

Updated

Ameriprise Financial Inc. Issues $750M of Senior Notes (2031 & 2036)

What Happened

  • On June 9, 2026, Ameriprise Financial, Inc. announced the sale of $300,000,000 of 4.800% Senior Notes due 2031 and $450,000,000 of 5.350% Senior Notes due 2036 (totaling $750,000,000).
  • The notes were sold under an underwriting agreement dated June 4, 2026, with BofA Securities, Citigroup Global Markets and J.P. Morgan Securities acting as representatives of the underwriters. The offering was made via a prospectus supplement dated June 4, 2026 to the company’s Form S-3 registration statement.

Key Details

  • Total issued: $750,000,000 in senior notes.
  • 2031 Notes: $300,000,000 principal; interest rate 4.800%; maturity in 2031.
  • 2036 Notes: $450,000,000 principal; interest rate 5.350%; maturity in 2036.
  • Underwriting agreement dated June 4, 2026; related offering documents and counsel opinion are filed as exhibits to the 8-K.

Why It Matters

  • This issuance increases Ameriprise’s long-term debt by $750M and creates fixed interest obligations at the stated rates, which will affect future interest expense and leverage metrics.
  • Investors should note the interest rates and maturities when assessing the company’s capital structure, funding costs and potential impacts on earnings; full legal and note terms are available in the filed exhibits.

Loading document...