Acadian Set to Release Q3 Earnings: What's in the Cards?

Acadian Asset Management Inc. AAMI is scheduled to report third-quarter 2025 results on Oct. 30, before the opening bell. The company’s quarterly earnings and revenues are expected to have risen from the year-ago quarter’s reported level.

In the last reported quarter, AAMI’s earnings beat the Zacks Consensus Estimate. The company's results benefited from higher management fees and a rise in assets under management (AUM). Nonetheless, higher expenses were a headwind.

Acadian’s earnings outpaced the Zacks Consensus Estimate in three of the trailing four quarters and met once, the average surprise being 15.69%.

Acadian Asset Management Inc. Price and EPS Surprise

Acadian Asset Management Inc. price-eps-surprise | Acadian Asset Management Inc. Quote

Key Factors & Estimates for AAMI in Q3

In the July-September quarter, the S&P 500 Index rose nearly 8%, indicating strong market performance. The fixed-income markets saw positive flow trends, with solid returns across funds. Further, the equity markets' performance also improved during the quarter. As a result, AAMI's performance in the September quarter is likely to have benefited from robust equity market returns and steady fixed-income inflows.

Amid the challenging operating environment, Acadian is likely to have continued to record net outflows in the third quarter.

The Zacks Consensus Estimate for total AUM is pegged at $162.49 billion, indicating a 35.1% jump from the prior-year quarter.

The Zacks Consensus Estimate for management fees is pegged at $141.7 million, suggesting a rise of 26.4% on a year-over-year basis.

The Zacks Consensus Estimate for performance fees of $3.9 million implies a decrease of 61% from the prior year quarter’s actual.

Coming to expenses, Acadian continues to invest in upgrading technology to align with changing customer needs and hire personnel to attract clients. This is expected to have increased its expenses in the quarter to be reported.

What the Zacks Model Unveils for AAMI

Our proven model does not conclusively predict an earnings beat for AAMI this time around. This is because the company does not have the right combination of the two key elements, a positive Earnings ESP and Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold).

You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.

Earnings ESP: The company has an Earnings ESP of 0.00%.

Zacks Rank: Acadian currently carries a Zacks Rank of 3. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for third-quarter earnings has remained unchanged at 73 cents per share over the past seven days. The figure indicates a year-over-year rise of 23.7%.

The consensus estimate for revenues of $145.62 million implies an 18.3% increase from the prior-year quarter’s actual.

Performance of AAMI's Peers

Invesco’s IVZ third-quarter 2025 adjusted earnings of 61 cents per share hugely surpassed the Zacks Consensus Estimate of 45 cents. The bottom line increased 38.6% from the prior-year quarter.

The results of Invesco were primarily aided by an increase in adjusted revenues. Moreover, growth in the AUM balance to record levels supported the results to an extent. However, an increase in adjusted operating expenses was a headwind.

SEI Investments Co.’s SEIC third-quarter 2025 earnings per share of $1.30 beat the Zacks Consensus Estimate of $1.25. Moreover, the bottom line reflected a rise of 9.2% from the prior-year quarter.

SEIC’s results were aided by higher revenues and a rise in AUM. However, higher expenses acted as a spoilsport.

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This article originally published on Zacks Investment Research (zacks.com).

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