AMG
Affiliated Managers Group, Inc. NYSE Listed Nov 21, 1997$352.90
-0.78%
vs $355.67
Mkt Cap $11.6B
52w Low $183.45
97.4% of range
52w High $357.50
50d MA $309.08
200d MA $282.37
P/E (TTM)
15.5x
EV/EBITDA
9.2x
P/B
2.3x
Debt/Equity
0.8x
ROE
22.1%
P/FCF
11.6x
RSI (14)
82.30
ATR (14)
$11.34
Beta
1.20
50d MA
$309.08
200d MA
$282.37
Avg Volume
337.7K
Affiliated Managers Group, Inc., through its affiliates, operates as an asset management company providing investment management services to mutual funds, institutional clients, and high net worth individuals in the United States. It provides advisory or subadvisory services to mutual funds. These funds are distributed to retail and institutional clients directly and through intermediaries, including independent investment advisors, retirement plan sponsors, broker-dealers, major fund marketplaces, and bank trust departments. The company also offers investment products in various investment styles in the institutional distribution channel, including small, small/mid, mid, and large capitalization value and growth equity, and emerging markets. In addition, it offers quantitative, alternative, and fixed income products, and manages assets for foundations and endowments, defined benefit, and defined contribution plans for corporations and municipalities. Affiliated Managers Group provides investment management or customized investment counseling and fiduciary services. Affiliated Managers Group, Inc. was formed in 1993 and is based in West Palm Beach, Florida with additional offices in Prides Crossing, Massachusetts; Stamford, Connecticut; London, United Kingdom; Dubai, United Arab Emirates; Sydney, Australia; Hong Kong; Tokyo, Japan, Zurich, Switzerland and Delaware.
777 South Flagler Drive · West Palm Beach, FL 33401 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 1, 2026 | BMO | 8.10 | 8.23 | +1.6% | 294.67 | +2.4% | -1.2% | +2.2% | +2.1% | +0.8% | -2.7% | — |
| Feb 12, 2026 | BMO | 8.75 | 9.48 | +8.3% | 308.09 | +0.0% | +6.8% | +0.3% | -2.1% | +2.4% | -2.6% | — |
| Nov 3, 2025 | BMO | 5.83 | 6.10 | +4.6% | 237.96 | +4.2% | +7.8% | -2.0% | +2.1% | +0.8% | +0.2% | — |
| Jul 31, 2025 | BMO | 5.26 | 5.39 | +2.5% | 210.53 | -0.0% | -0.3% | -1.3% | +3.6% | -0.9% | +0.6% | — |
| May 8, 2025 | BMO | 5.10 | 5.20 | +2.0% | 175.22 | +6.1% | +3.4% | -1.1% | +2.6% | -0.7% | -0.2% | — |
| Feb 6, 2025 | BMO | 6.02 | 6.53 | +8.5% | 182.42 | +0.7% | +0.2% | -2.3% | -1.5% | -1.7% | -3.4% | — |
| Nov 4, 2024 | BMO | 4.84 | 4.82 | -0.4% | 193.81 | -5.0% | -8.6% | +0.4% | +4.7% | -1.6% | +1.0% | — |
| Jul 29, 2024 | BMO | 4.60 | 4.67 | +1.5% | 177.02 | -0.0% | +3.9% | +0.5% | +0.4% | -3.6% | -5.2% | — |
| May 6, 2024 | BMO | 5.23 | 5.37 | +2.7% | 160.35 | -1.5% | -1.9% | -1.1% | +0.8% | +0.3% | +0.3% | — |
| Feb 5, 2024 | BMO | 6.02 | 6.86 | +14.0% | 149.66 | +3.2% | +4.8% | -1.8% | +0.1% | -0.0% | +1.0% | — |
| Nov 6, 2023 | BMO | 3.78 | 4.08 | +7.9% | 127.98 | +7.5% | +2.0% | -0.3% | +0.2% | -0.5% | +2.1% | — |
| Jul 26, 2023 | BMO | 4.23 | 4.45 | +5.2% | 161.57 | -3.9% | -12.4% | -1.3% | -1.2% | +0.4% | +2.3% | — |
| May 1, 2023 | BMO | 4.16 | 4.18 | +0.5% | 144.38 | -1.0% | +0.5% | -1.3% | -1.3% | -2.5% | +2.8% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 27 | Barrington Research | Maintains | Outperform → Outperform | — | $287.44 | $287.18 | -0.1% | +1.4% | +0.3% | -1.2% | +1.9% | -1.2% |
| Jan 14 | TD Cowen | Maintains | Buy → Buy | — | $310.84 | $312.00 | +0.4% | +1.4% | +2.2% | +1.2% | -2.3% | +2.9% |
| Jan 6 | Goldman Sachs | Maintains | Buy → Buy | — | $303.57 | $303.63 | +0.0% | +2.2% | -0.8% | -0.1% | +0.2% | +1.4% |
| Dec 15 | TD Cowen | Maintains | Buy → Buy | — | $277.41 | $281.89 | +1.6% | -0.7% | -0.8% | -0.6% | +1.2% | +1.6% |
| Nov 4 | Barrington Research | Maintains | Outperform → Outperform | — | $256.56 | $256.54 | -0.0% | -2.0% | +2.1% | +0.8% | +0.2% | +0.1% |
| Oct 8 | Barrington Research | Maintains | Outperform → Outperform | — | $239.95 | $241.63 | +0.7% | +0.9% | -0.1% | -4.6% | +2.6% | +1.0% |
| Oct 6 | Goldman Sachs | Maintains | Buy → Buy | — | $243.04 | $243.21 | +0.1% | +0.8% | -2.0% | +0.9% | -0.1% | -4.6% |
| Oct 2 | BofA Securities | Maintains | Buy → Buy | — | $231.01 | $231.30 | +0.1% | +2.4% | +2.7% | +0.8% | -2.0% | +0.9% |
| Sep 23 | Barrington Research | Maintains | Outperform → Outperform | — | $244.01 | $246.14 | +0.9% | -0.9% | -1.9% | +0.2% | +0.6% | -0.1% |
| Sep 2 | BofA Securities | Upgrade | Neutral → Buy | — | $224.82 | $230.61 | +2.6% | +2.3% | +0.3% | +1.0% | -1.2% | +0.4% |
| Aug 4 | TD Cowen | Upgrade | Hold → Buy | — | $207.06 | $211.21 | +2.0% | +3.6% | -0.9% | +0.6% | -1.9% | +0.7% |
| Jul 31 | Barrington Research | Maintains | Outperform → Outperform | — | $210.53 | $210.49 | -0.0% | -0.3% | -1.3% | +3.6% | -0.9% | +0.6% |
| Jul 29 | Barrington Research | Maintains | Outperform → Outperform | — | $212.57 | $214.33 | +0.8% | -0.6% | -0.3% | -0.3% | -1.3% | +3.6% |
| Jun 27 | Goldman Sachs | Upgrade | Neutral → Buy | — | $192.16 | $194.80 | +1.4% | +2.9% | -0.5% | +1.0% | +0.9% | +0.5% |
| May 13 | BofA Securities | Maintains | Neutral → Neutral | — | $183.83 | $185.44 | +0.9% | -0.7% | -0.2% | -0.6% | +1.4% | -0.6% |
| Apr 9 | TD Cowen | Maintains | Hold → Hold | — | $143.35 | $140.24 | -2.2% | +11.5% | -3.9% | +2.8% | +0.4% | +0.1% |
| Apr 8 | Barrington Research | Maintains | Outperform → Outperform | — | $145.55 | $150.49 | +3.4% | -1.5% | +11.5% | -3.9% | +2.8% | +0.4% |
| Apr 3 | BofA Securities | Maintains | Neutral → Neutral | — | $172.56 | $165.26 | -4.2% | -8.4% | -5.9% | -2.2% | -1.5% | +11.5% |
| Feb 10 | Deutsche Bank | Maintains | Buy → Buy | — | $178.60 | $179.08 | +0.3% | -1.5% | -1.7% | -3.4% | +0.9% | +0.9% |
| Feb 6 | Barrington Research | Maintains | Outperform → Outperform | — | $182.42 | $183.75 | +0.7% | +0.2% | -2.3% | -1.5% | -1.7% | -3.4% |
| Jan 15 | BofA Securities | Maintains | Neutral → Neutral | — | $182.01 | $186.85 | +2.7% | +2.7% | -0.6% | +0.7% | +0.9% | -1.0% |
| Nov 11 | Deutsche Bank | Maintains | Buy → Buy | — | $184.95 | $186.24 | +0.7% | +1.1% | -1.6% | +1.5% | +0.2% | -0.4% |
| Nov 5 | Deutsche Bank | Maintains | Buy → Buy | — | $177.06 | $174.25 | -1.6% | +0.4% | +4.7% | -1.6% | +1.0% | +1.1% |
| Nov 5 | TD Cowen | Downgrade | Buy → Hold | — | $177.06 | $174.25 | -1.6% | +0.4% | +4.7% | -1.6% | +1.0% | +1.1% |
| Nov 5 | Barrington Research | Maintains | Outperform → Outperform | — | $177.06 | $174.25 | -1.6% | +0.4% | +4.7% | -1.6% | +1.0% | +1.1% |
| Oct 30 | Barrington Research | Maintains | Outperform → Outperform | — | $195.55 | $195.54 | -0.0% | +0.4% | -1.2% | -0.0% | -8.6% | +0.4% |
| Aug 15 | Deutsche Bank | Maintains | Buy → Buy | — | $167.54 | $170.57 | +1.8% | +2.7% | +0.2% | -0.1% | -1.1% | +1.3% |
| Jul 30 | TD Cowen | Maintains | Buy → Buy | — | $183.90 | $184.54 | +0.3% | +0.5% | +0.4% | -3.6% | -5.2% | -5.2% |
| Jul 30 | Deutsche Bank | Maintains | Buy → Buy | — | $183.90 | $184.54 | +0.3% | +0.5% | +0.4% | -3.6% | -5.2% | -5.2% |
| Jul 30 | BofA Securities | Maintains | Neutral → Neutral | — | $183.90 | $184.54 | +0.3% | +0.5% | +0.4% | -3.6% | -5.2% | -5.2% |
| Jul 29 | Barrington Research | Maintains | Outperform → Outperform | — | $177.02 | $177.00 | -0.0% | +3.9% | +0.5% | +0.4% | -3.6% | -5.2% |
| Jul 11 | Barrington Research | Maintains | Outperform → Outperform | — | $159.54 | $161.02 | +0.9% | +3.5% | +1.1% | +0.9% | +2.1% | +0.4% |
| Jul 8 | TD Cowen | Maintains | Buy → Buy | — | $154.78 | $156.27 | +1.0% | +0.0% | -0.1% | +3.1% | +3.5% | +1.1% |
| May 7 | TD Cowen | Maintains | Buy → Buy | — | $157.23 | $154.29 | -1.9% | -1.1% | +0.8% | +0.3% | +0.3% | -0.7% |
| May 7 | Barrington Research | Maintains | Outperform → Outperform | — | $157.23 | $154.29 | -1.9% | -1.1% | +0.8% | +0.3% | +0.3% | -0.7% |
| Apr 9 | Barrington Research | Maintains | Outperform → Outperform | — | $168.31 | $169.62 | +0.8% | +0.7% | -1.6% | -0.3% | -2.4% | -0.7% |
| Jan 16 | Barrington Research | Maintains | Outperform → Outperform | — | $147.83 | $146.82 | -0.7% | +0.1% | +0.6% | +0.7% | +2.1% | +0.1% |
| Oct 11 | Deutsche Bank | Maintains | Buy → Buy | — | $130.58 | $130.91 | +0.3% | +0.3% | -2.6% | -1.8% | +1.9% | +2.2% |
| Jun 28 | Barrington Research | Maintains | Outperform → Outperform | — | $146.18 | $146.11 | -0.0% | -0.6% | +3.5% | -0.3% | +0.6% | -1.3% |
| May 2 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $145.13 | $143.93 | -0.8% | -1.3% | -1.3% | -2.5% | +2.8% | +0.3% |
| Apr 5 | BofA Securities | Maintains | Neutral → Neutral | — | $137.46 | $136.43 | -0.7% | -0.2% | +0.4% | +0.2% | +0.5% | +0.4% |
| Feb 7 | Barrington Research | Maintains | Outperform → Outperform | — | $170.63 | $171.63 | +0.6% | -0.1% | -1.6% | -1.8% | +1.0% | +0.6% |
| Feb 7 | Deutsche Bank | Maintains | Buy → Buy | — | $170.63 | $171.63 | +0.6% | -0.1% | -1.6% | -1.8% | +1.0% | +0.6% |
| Nov 28 | Jefferies | Upgrade | Hold → Buy | — | $156.88 | $158.31 | +0.9% | -1.1% | +2.1% | +1.3% | +1.4% | -0.1% |
| Nov 15 | Deutsche Bank | Maintains | Buy → Buy | — | $152.50 | $157.06 | +3.0% | +2.4% | -0.7% | +0.2% | -0.9% | +1.0% |
| Nov 8 | Credit Suisse | Maintains | Outperform → Outperform | — | $138.00 | $140.48 | +1.8% | +4.1% | -1.6% | +11.1% | -2.1% | -0.9% |
| Oct 12 | Deutsche Bank | Maintains | Buy → Buy | — | $114.53 | $114.46 | -0.1% | -1.4% | +3.4% | -2.0% | +3.5% | +1.3% |
| Aug 12 | Deutsche Bank | Maintains | Buy → Buy | — | $136.27 | $137.99 | +1.3% | +2.6% | -0.0% | +0.5% | -0.4% | +1.4% |
| Jul 13 | Deutsche Bank | Maintains | Buy → Buy | — | $114.96 | $111.95 | -2.6% | -1.6% | -0.2% | +3.3% | -1.6% | +4.9% |
| Jun 29 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $122.29 | $121.48 | -0.7% | -3.6% | -1.1% | +1.0% | +2.0% | -1.0% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| Jun 8, 2026 | Horgen Jay C.Dir/Off | President and CEO | Sell | 17,500 | $338.27 | $5.9M | 204,706 | +1.63% | -0.48% |
| Jun 1, 2026 | FRANQUI ANNETTEDir | — | Buy | 750 | $304.88 | $229K | 1,962 | +7.45% | -1.98% |
| May 6, 2026 | Cates G. StaleyDir | — | Buy | 1,500 | $305.83 | $459K | 6,405 | -2.70% | +0.65% |
8-K
Affiliated Managers Group, Inc. -- 8-K Filing
Affiliated Managers Group delivered strong first-quarter performance with 39% Adjusted EBITDA growth and 58% Economic earnings-per-share growth year-over-year, signaling robust business momentum.
May 1
8-K
Affiliated Managers Group -- 8-K Filing
Affiliated Managers Group appointed Cates as a director or executive officer under standard indemnification protections consistent with SEC filings.
Feb 26
8-K
Affiliated Managers Group -- 8-K Filing
Affiliated Managers Group continues executing open-ended share repurchase programs without expiration dates, providing flexibility for capital returns while maintaining financial disclosure compliance.
Feb 12
8-K
Affiliated Managers Group -- 8-K Filing
This filing summary is too generic and lacks substantive information about a specific corporate event, making it impossible to identify meaningful implications for Affiliated Managers Group investors.
Feb 12
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 3,411,442 | $983M | Reduced | Dec 2025 |
| 2 | Vanguard Portfolio Management Llc | 1,359,793 | $376M | New | Mar 2026 |
| 3 | Vanguard Capital Management Llc | 1,174,746 | $325M | New | Mar 2026 |
| 4 | Ariel Investments, Llc | 1,064,030 | $294M | Reduced | Mar 2026 |
| 5 | Boston Partners | 971,247 | $269M | Reduced | Mar 2026 |
| 6 | Lyrical Asset Management Lp | 502,121 | $139M | Reduced | Mar 2026 |
| 7 | Bank Of America Corp /de/ | 409,578 | $113M | Added | Mar 2026 |
| 8 | Northern Trust Corp | 348,882 | $97M | Added | Mar 2026 |
| 9 | Invesco Ltd. | 316,490 | $88M | Added | Mar 2026 |
| 10 | Clarkston Capital Partners, Llc | 313,708 | $87M | Reduced | Mar 2026 |
| 11 | Channing Capital Management, Llc | 302,672 | $84M | Added | Mar 2026 |
| 12 | Bank Of New York Mellon Corp | 300,265 | $83M | Added | Mar 2026 |
| 13 | Citadel Advisors Llc | 247,220 | $68M | Reduced | Mar 2026 |
| 14 | Raymond James Financial Inc | 231,461 | $64M | Reduced | Mar 2026 |
| 15 | Kiltearn Partners Llp | 195,114 | $54M | Reduced | Mar 2026 |
| 16 | Fmr Llc | 179,975 | $50M | Reduced | Mar 2026 |
| 17 | Artisan Partners Limited Partnership | 173,595 | $48M | Added | Mar 2026 |
| 18 | Lord, Abbett & Co. Llc | 154,670 | $43M | Added | Mar 2026 |
| 19 | Qube Research & Technologies Ltd | 154,233 | $43M | Added | Mar 2026 |
| 20 | Woodline Partners Lp | 145,879 | $40M | New | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$11.65B
Enterprise Value
$13.75B
P/E (TTM)
15.52x
Forward P/E
10.63x
PEG Ratio
0.22x
P/B
2.27x
P/S
4.76x
P/FCF
11.59x
EV/EBITDA
9.21x
Shares Out
33.0M
Financials (TTM)
Revenue
$2.45B
Net Income
$716.6M
EBITDA
$1.49B
Free Cash Flow
$1.00B
Op Cash Flow
$1.01B
EPS Basic
$25.18
EPS Diluted
$22.74
EPS Forward
$33.19
Gross Margin
86.0%
Op Margin
31.8%
Net Margin
29.3%
Balance Sheet
Total Assets
$9.21B
Total Liab.
$4.79B
Total Equity
$4.42B
Cash
$586.0M
LT Debt
$2.69B
Book Value/Sh
$155.16
Debt/Equity
0.83x
Current Ratio
0.00
Quick Ratio
0.00
Returns & Growth
ROE
22.1%
ROA
7.8%
ROIC
6.4%
Rev Growth YoY
+19.8%
EPS Growth YoY
+53.1%
Price Returns
2W
+0.2%
1M
+2.8%
3M
-1.1%
6M
+12.7%
12M
+72.1%
Technicals
52W High
$357.50
52W Low
$183.45
50d MA
$309.08
200d MA
$282.37
RSI (14)
82.30
ATR (14)
$11.34
Beta
1.20
Avg Volume
338K
Dividends
Div Rate
$0.04
Div Yield
0.0%
Frequency
4
Ex-Div Date
Feb 23, 2026
Analyst Price Targets
Consensus
$331.50
High
$408.00
Low
$282.00
Median
$318.00
Data updated apr 24, 2026 5:46pm
· Source: financialmodelingprep.com