Financial Press Release Writing: Examples, Templates & Tips

Key Takeaways

  • Financial press releases must strike a balance between regulatory compliance and compelling storytelling to communicate company performance effectively.
  • The opening paragraph of a financial press release determines whether journalists and investors will continue reading, making it critical to success.
  • Including standardized financial tables in earnings releases provides the concrete data points analysts require while supporting narrative claims.
  • Effective press release timing can significantly impact media pickup, with most financial announcements strategically scheduled for early-morning releases.
  • AmpiFire’s AmpCast AI helps financial organizations amplify their press release reach through multi-channel distribution, increasing visibility beyond traditional press release services.

How to Write a Financial Press Release: An Overview

When crafted with precision, a financial press release provides clear, transparent communication that builds trust with stakeholders while presenting your organization in the most favorable light possible within ethical boundaries.

The strongest financial press releases follow a tried-and-tested framework: an attention-grabbing headline, a newsworthy lead paragraph, management commentary, boilerplate, and the necessary legal and financial disclosures.

A few practical tips can make the difference between a press release that gets noticed and one that gets overlooked. Lead with your strongest news, keep language factual and measured, and avoid promotional tone or unsubstantiated superlatives. 

In the sections that follow, we’ll walk through specific templates and real-world examples that bring these principles to life.

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Essential Components of Powerful Financial Press Releases

Attention-Grabbing Headlines That Drive Coverage

Your headline represents the most critical 10–15 words in your entire press release. Financial headlines must balance newsworthiness with accuracy, avoiding sensationalism while still compelling readers to continue. The most effective financial headlines include a concrete financial figure or percentage that immediately communicates scale.

The First Paragraph Formula

The opening paragraph must deliver on the headline’s promise by providing the most critical information in a concise, easily-digestible format. The most effective press release openings incorporate the “5 W’s” (who, what, when, where, why) within the first 50–75 words.

This front-loading of essential information ensures that even if a reader stops after the first paragraph, they’ve captured the essence of the announcement.

Financial Data Presentation

The heart of any financial press release lies in its presentation of numerical data. Figures must be presented with absolute accuracy, appropriate context, and relevant comparisons that help readers understand their significance. Best practices include consistent formatting of numbers (including decimal places), clear indication of currency when applicable, and use of parentheses for negative amounts in financial tables.

A calculator next to a piece of paper and a pen. 
Financial press releases should include accurate numerical data.  

Boilerplate 

Your boilerplate serves as a standardized company description that appears at the end of every press release. For financial institutions, this section requires special attention to establish credibility and regulatory standing. An effective financial boilerplate includes your company’s market position, years in operation, key services, and regulatory affiliations or oversight bodies. For public companies, include your ticker symbol and exchange information.

Regulatory Compliance Language 

Financial press releases operate under stricter regulatory scrutiny than most other communications. Ensure compliance by including necessary disclaimers regarding forward-looking statements as required under the Private Securities Litigation Reform Act.

Beyond standard disclaimers, financial organizations must be vigilant about how they present non-GAAP financial measures. The SEC requires clear reconciliation with comparable GAAP measures when presenting adjusted figures. This reconciliation often appears in tabular format following the narrative portion of the release.

Financial Press Release Template

New Hire Press Release Template

[COMPANY NAME, INC.] [Company Address Line 1] [City, State, ZIP Code]

Contact: [Full Name], [Title] [Phone: (XXX) XXX-XXXX] [Email]

FOR IMMEDIATE RELEASE [Month DD, YYYY]

[Company Name] Appoints [New Hire Full Name] as [Title]

[CITY, STATE] — [Month DD, YYYY] — [Company Name, Inc.] today announced the appointment of [New Hire Full Name] as [Title, e.g., Chief Financial Officer / Senior Vice/Head of Product], effective [Month DD, YYYY]. [He/She/They] will report directly to [Reporting Manager Full Name/Title], and will be responsible for [brief description of role scope].

[New Hire Last Name] brings [XX] years of experience in [industry/field] to [Company Name]. Most recently, [he/she/they] served as [Previous Title] at [Previous Company], where [he/she/they] [brief description of key accomplishments, e.g., led the organization through a period of rapid growth, scaling annual revenue from $[X] million to $[X] billion / oversaw the successful launch of [product/initiative] that drove [result]].

“[Insert CEO/hiring manager quote, 2–3 sentences welcoming the new hire and explaining why they are the right fit.]” said [CEO/Hiring Manager Full Name], [Title] of [Company Name].

“[Insert new hire quote, 2–3 sentences expressing enthusiasm for the role and company.]” said [New Hire Full Name].

ABOUT [COMPANY NAME]

[Company Name, Inc.] is a [brief company description]. For more information, visit [www.company.com].

Financial Press Release Example

Using the sample template provided above, here is a good example of a company X financial press release following the appointment of a new Chief Financial Officer. The heading immediately conveys the most critical information: who was appointed and to what role. The lead paragraph delivers the newsworthy details, ensuring that anyone reading just the first few lines understands the full significance of the announcement. 

From there, the release follows a standard press release format, including the new hire’s professional background and qualifications, quotes from both the CEO and the incoming executive, and a company boilerplate

Take a look at it: 

Company X appoints Adam Michael as Chief Financial Officer

WOOD DALE., Jan. 11, 2025 — Company X CORP, a leading provider of aviation services, announced today that its Board of Directors has appointed Adam Michael as the Company’s Chief Financial Officer, effective January 23, 2025. Michael’s responsibilities will include investor relations, accounting, taxes, and corporate relations.

Michael joins Company X from A&B, where he served as Chief Accounting Officer from 2020 to 2024. He helped lead the company’s repositioning and was involved in several key capital markets activities.

“I’m excited to welcome Michael to our senior leadership team, where he brings valuable additional operational and strategic experience,” said Mandy. Harris, Company X’s Chairman, President, and CEO.

“Company X’s talented team and promising growth opportunities highlight a strong and compelling future,” said Michael. “I look forward to working with the broader team to continue executing and accelerating Company X’s growth strategy.”

About Company X

Company X is a global finance solutions company with operations in over 15 countries. Headquartered in Minnesota, Company X supports its customers through innovative financial products, personalized services, and a commitment to delivering comprehensive solutions tailored to meet the diverse needs of businesses and individuals worldwide. Additional information can be found at companyx.com.

Writing Tips That Transform Average Releases into Media Magnets

Eliminate Financial Jargon

Replace jargon with precise, straightforward language without oversimplifying the underlying concepts. For example, instead of writing “The company experienced negative revenue variance attributable to macroeconomic headwinds,” say “Revenue declined 8% due to economic slowdown in key markets.” This approach maintains sophistication while dramatically improving clarity.

Incorporate Data Visualization 

While traditional press release distribution often limits formatting options, modern digital distribution enables the inclusion of simple charts, tables, and other visual elements that dramatically improve data comprehension. 

Consider including a year-over-year comparison chart for key metrics or a simple table highlighting segment performance. Even within text-only formats, thoughtful formatting of numerical data using consistent alignment and decimal places significantly improves readability.

A person holding a cup with a laptop showing a pie chart. 
Consider using simple graphs and charts to convey complex financial information. 

Construct Quotes Properly

Executive quotes add the human element to financial announcements, providing context and perspective beyond raw data. The CEO should always be quoted in significant financial announcements, with additional quotes from the CFO for earnings releases or relevant division heads for segment-specific news.

Effective quotes avoid simply restating numerical results (which appear elsewhere in the release) and instead provide strategic context, market insight, or forward-looking perspective that only leadership can offer.

Expand Your Reach Beyond Press Releases with AmpiFire

AmpCast logo connected to logos of other platforms. 
AmpCast amplifies your reach by creating eight content formats, optimizing them for various platforms, and distributing them across 300+ channels. 

A well-crafted financial press release gets your news on the record, but a single distribution channel is rarely enough to ensure your announcement reaches every audience that matters. That’s where AmpiFire comes in. 

Instead of relying on a single press release to carry your message, AmpiFire’s AmpCast AI  takes your core announcement and transforms it into 8 different content formats (news articles, blog posts, interview podcasts, longer informational videos, reels/shorts, infographics, flipbooks/slideshows, and social posts). It then distributes your content across 300+ high-authority sites, including Google News, YouTube, Spotify, and major news networks — amplifying it far beyond what a traditional press release can achieve.

The power of this approach is that your message doesn’t just land in one place and hope for the best; it appears across the platforms where your target audiences are already spending their time. Whether you’re announcing quarterly earnings, a major acquisition, a new executive hire, or a strategic partnership, AmpCast ensures your financial news reaches its full potential audience.

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Frequently Asked Questions (FAQs)

How long should a financial press release be?

The ideal length for a financial press release depends on the announcement type and complexity, but generally ranges from 400 to 800 words for the narrative portion. Earnings releases typically run longer due to segment reporting and forward-looking information, while executive appointments or smaller announcements can be effectively communicated in 400–500 words.

Do I need to include financial tables in every earnings press release?

Financial tables are expected components in earnings releases for public companies and are strongly recommended for private companies sharing financial results. At a minimum, include an income statement summary comparing the current period to the same period in the previous year.

What’s the best day of the week to distribute a financial press release?

Tuesday through Thursday typically generate the highest media pickup for financial announcements, with distribution between 6:00–8:30 AM Eastern Time capturing financial journalists during their planning cycle. 

This timing allows your announcement to be incorporated into morning financial coverage and gives reporters adequate time to develop stories before end-of-day deadlines.

Should financial press releases be written in-house or outsourced?

The decision to develop financial press releases internally or with external support depends on your organization’s resources and expertise, as well as the announcement’s significance. 

Many organizations use a hybrid approach in which internal financial and communications teams develop the core content, while external specialists review it for compliance, clarity, and strategic positioning.

How does AmpCast compare to traditional financial press release distribution?

Traditional press release distribution typically reaches a limited general audience. AmpiFire’s AmpCast AI changes this approach by automatically transforming your financial announcement into multiple content formats (news articles, blog posts, interview podcasts, longer informational videos, reels/shorts, infographics, flipbooks/slideshows, and social posts). 

It then distributes them across 300+ high-traffic channels, significantly increasing visibility among both specialized financial audiences and general consumers who may not monitor traditional financial news sources.


*Disclaimer: Results may vary based on individual circumstances, business type, and content strategy. The time savings and outcomes mentioned are based on typical user experiences and are not guaranteed. For specific pricing and service details, please visit AmpiFire.

Author

  • Thula is a seasoned content expert who loves simplifying complex ideas into digestible content. With her experience creating easy-to-understand content across various industries like healthcare, telecommunications, and cybersecurity, she is now honing her skills in the art of crafting compelling PR. In her spare time, Thula can be found indulging in her love for art and coffee.

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