Open in Screener

AMG

Affiliated Managers Group Inc

Jun 03 • 04:00PM ET

311.61

+1.09 0.35 %

Financial • Asset Management • USA • Mid • NYSE

Peers: JHG IVZ AB BEN TROW BAM BLK LAZ MORN FIG

| Held by: IJH VTI VB VBR VXF XMMO MDY IJK SPMD SCHA

Index	-	P/E	12.70	EPS (ttm)	24.54	Insider Own	4.26%	Shs Outstand	26.50M	Perf Week	1.20%
Market Cap	8.23B	Forward P/E	7.89	EPS next Y	39.50	Insider Trans	-1.09%	Shs Float	25.29M	Perf Month	4.73%
Enterprise Value	11.93B	PEG	0.36	EPS next Q	7.76	Inst Own	96.09%	Short Float	3.25%	Perf Quarter	2.80%
Income	754.70M	P/S	3.86	EPS this Y	32.55%	Inst Trans	-3.61%	Short Ratio	2.37	Perf Half Y	16.45%
Sales	2.13B	P/B	2.67	EPS next Y	14.41%	ROA	8.33%	Short Interest	0.82M	Perf YTD	8.09%
Book/sh	116.60	P/C	21.88	EPS next 5Y	21.63%	ROE	24.04%	52W High	334.78 -6.92%	Perf Year	72.79%
Cash/sh	14.24	P/FCF	7.53	EPS past 3/5Y	-3.59% 39.32%	ROIC	12.56%	52W Low	178.17 74.89%	Perf 3Y	113.05%
Dividend Est.	0.03 (0.01%)	EV/EBITDA	21.60	Sales past 3/5Y	-4.26% 0.54%	Gross Margin	93.61%	Volatility	2.87% 2.90%	Perf 5Y	88.20%
Dividend TTM	0.04 (0.01%)	EV/Sales	5.60	EPS Y/Y TTM	88.44%	Oper. Margin	19.54%	ATR (14)	9.49	Perf 10Y	81.68%
Dividend Ex-Date	May 11, 2026	Quick Ratio	1.18	Sales Y/Y TTM	4.59%	Profit Margin	35.42%	RSI (14)	61.75	Recom	1.75
Dividend Gr. 3/5Y	0.00% -35.20%	Current Ratio	1.18	EPS Q/Q	74.11%	SMA20	2.95%	Beta	1.14	Target Price	379.86
Payout	0.18%	Debt/Eq	0.94	Sales Q/Q	9.61%	SMA50	6.27%	Rel Volume	1.08	Prev Close	310.52
Employees	5600	LT Debt/Eq	0.94	Earnings	May 01 BMO	SMA200	13.05%	Avg Volume	346.39K	Price	311.61
IPO	Nov 21, 1997	Option/Short	Yes / Yes	EPS/Sales Surpr.	1.80% 0.16%	Trades		Volume	374,454	Change	0.35%

Date	Action	Analyst	Rating Change	Price Target Change
Sep-02-25	Upgrade	BofA Securities	Neutral → Buy	$331
Aug-04-25	Upgrade	TD Cowen	Hold → Buy	$255
Jun-27-25	Upgrade	Goldman	Neutral → Buy	$218
Jan-06-25	Downgrade	Goldman	Buy → Neutral	$193 → $191
Nov-05-24	Downgrade	TD Cowen	Buy → Hold	$226 → $177
Jan-04-24	Initiated	TD Cowen	Outperform	$185
Nov-28-22	Upgrade	Jefferies	Hold → Buy	$149 → $192
Nov-21-22	Resumed	Goldman	Buy	$182
Oct-19-22	Initiated	Credit Suisse	Outperform	$140
Dec-16-21	Initiated	BofA Securities	Neutral	$186
Jul-12-21	Upgrade	Deutsche Bank	Hold → Buy	$167 → $202
Jul-07-21	Reiterated	Citigroup	Buy	$213 → $246
Feb-09-21	Upgrade	Citigroup	Neutral → Buy	$108.50 → $172
Apr-06-20	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$75
Oct-08-19	Reiterated	BofA/Merrill	Underperform	$75 → $85
Jul-30-19	Downgrade	BofA/Merrill	Buy → Underperform	$97 → $85
Jun-06-19	Reiterated	BofA/Merrill	Buy	$113 → $97
Jan-29-19	Downgrade	Jefferies	Buy → Hold
Jan-14-19	Downgrade	Citigroup	Buy → Neutral
Jan-11-19	Downgrade	Deutsche Bank	Buy → Hold	$158 → $106

Show Previous Ratings

May-13-26 07:15PM	Third Avenue Management's Strategic Moves: Harley-Davidson Inc. Takes Center Stage (GuruFocus.com)
May-06-26 07:08PM	Tweedy Browne's Strategic Moves: Ionis Pharmaceuticals Inc. Sees Significant Reduction (GuruFocus.com)
May-02-26 08:30AM	Affiliated Managers Group, Inc. Q1 2026 Earnings Call Summary (Moby)
03:00AM	Affiliated Managers Group Inc (AMG) Q1 2026 Earnings Call Highlights: Record Growth in Earnings ... (GuruFocus.com)
May-01-26 02:00PM	Yacktman Asset Management's Strategic Moves: A Closer Look at PayPal Holdings Inc. (GuruFocus.com)
06:49AM	Loading…
06:49AM	Affiliated Managers: Q1 Earnings Snapshot (Associated Press)
06:30AM	AMG Reports Financial and Operating Results for the First Quarter of 2026 (GlobeNewswire)
Apr-23-26 05:09PM	AMG to Announce First Quarter Results on May 1, 2026 (GlobeNewswire) -5.61%
Apr-10-26 05:01PM	Parnassus Value Equity Fund's Strategic Moves: AstraZeneca PLC Takes Center Stage (GuruFocus.com)
Mar-06-26 01:06PM	Affiliated Managers Group, Credit Acceptance, Ally Financial, Synchrony Financial, and Capital One Shares Plummet, What You Need To Know (StockStory)
Mar-05-26 09:01AM	AMG Pivots Toward Alternatives Strategies: How is This Driving Growth? (Zacks)
Feb-26-26 09:28AM	Are Options Traders Betting on a Big Move in Affiliated Managers Group Stock? (Zacks)
06:59AM	AMG Appoints G. Staley Cates to its Board of Directors (GlobeNewswire)
Feb-23-26 09:40AM	Here's Why Affiliated Managers Group (AMG) is a Strong Value Stock (Zacks)
Feb-19-26 12:40AM	5 Must-Read Analyst Questions From Affiliated Managers Group's Q4 Earnings Call (StockStory)
09:50AM	Loading…
Feb-18-26 09:50AM	Why Affiliated Managers Group (AMG) is a Top Momentum Stock for the Long-Term (Zacks)
Feb-13-26 04:36PM	Analyst Report: Affiliated Managers Group, Inc. (Morningstar Research)
Feb-12-26 08:02PM	Affiliated Managers Group, Inc. Q4 2025 Earnings Call Summary (Moby) +6.77%
05:02PM	Third Avenue Management's Strategic Moves: Deutsche Bank AG Takes Center Stage (GuruFocus.com)
04:07PM	Affiliated Managers Group Inc (AMG) Q4 2025 Earnings Call Highlights: Record Earnings and ... (GuruFocus.com)
01:53PM	Affiliated Managers Group Q4 Earnings Call Highlights (MarketBeat)
09:54AM	AMG's Q4 Earnings Beat as AUM & Revenues Rise, Partners With HighBrook (Zacks)
08:10AM	Affiliated Managers Group (AMG) Tops Q4 Earnings and Revenue Estimates (Zacks)
07:59AM	Affiliated Managers Group (NYSE:AMG) Reports Sales Below Analyst Estimates In Q4 CY2025 Earnings (StockStory)
07:17AM	Affiliated Managers: Q4 Earnings Snapshot (Associated Press Finance)
06:59AM	AMG Reports Financial and Operating Results for the Fourth Quarter and Full Year 2025 (GlobeNewswire)
06:50AM	AMG Expands Its Partnership with Garda Capital Partners with Increased Investment (GlobeNewswire)
06:30AM	AMG Announces Partnership with HighBrook Investors (GlobeNewswire)
Feb-09-26 05:25PM	PennantPark (PFLT) Misses Q1 Earnings Estimates (Zacks)
08:37AM	Affiliated Managers Q4 Earnings on Deck: Here's What to Expect (Zacks)
09:40AM	Loading…
Feb-05-26 09:40AM	Why Affiliated Managers Group (AMG) is a Top Value Stock for the Long-Term (Zacks)
Feb-04-26 05:21PM	AMG to Announce Fourth-Quarter and Full-Year Results on February 12, 2026 (GlobeNewswire)
Feb-03-26 04:00PM	Yacktman Asset Management's Strategic Move: iShares MSCI South Korea ETF Takes Center Stage (GuruFocus.com)
12:00PM	Tweedy Browne's Strategic Moves: Significant Increase in CNH Industrial NV (GuruFocus.com)
Jan-29-26 10:00AM	Affiliated Managers Group (AMG) Earnings Expected to Grow: What to Know Ahead of Q4 Release (Zacks)
Jan-27-26 09:50AM	Here's Why Affiliated Managers Group (AMG) is a Strong Momentum Stock (Zacks)
Jan-25-26 11:01PM	Affiliated Managers Group (AMG): Buy, Sell, or Hold Post Q3 Earnings? (StockStory)
Jan-22-26 11:02PM	2 Reasons to Avoid AMG and 1 Stock to Buy Instead (StockStory)
Jan-12-26 12:01PM	Parnassus Value Equity Fund Exits Ball Corp, Impacting Portfolio by -2.01% (GuruFocus.com)
Jan-06-26 02:07PM	Final Trades: Amazon, Affiliated Managers Group, Uber and the IYC (CNBC TV)
Jan-05-26 08:03PM	Analyst Report: Affiliated Managers Group, Inc. (Morningstar Research) +5.10%
03:46PM	Affiliated Managers Group (AMG) Stock Is Up, What You Need To Know (StockStory)
Dec-26-25 09:40AM	Why This 1 Value Stock Could Be a Great Addition to Your Portfolio (Zacks)
09:10AM	2 Asset Management Stocks to Watch as They Hit New 52-Week Highs (Zacks)
Dec-21-25 10:33PM	Q3 Earnings Roundup: Affiliated Managers Group (NYSE:AMG) And The Rest Of The Custody Bank Segment (StockStory)
Dec-17-25 10:31AM	Analyst Report: Affiliated Managers Group, Inc. (Morningstar Research)
Dec-12-25 09:50AM	Why This 1 Momentum Stock Could Be a Great Addition to Your Portfolio (Zacks)
Dec-09-25 11:54AM	3 Asset Manager Stocks Set to Extend Their Winning Streak in 2026 (Zacks)
Dec-08-25 09:40AM	Here's Why Affiliated Managers Group (AMG) is a Strong Value Stock (Zacks)
Dec-03-25 11:30AM	Affiliated Managers (AMG) Up 5.9% Since Last Earnings Report: Can It Continue? (Zacks)
07:58AM	Affiliated Managers Hits a New 52-Week High: What's Driving AMG Stock? (Zacks)
Dec-02-25 04:30PM	AMG to Present at the Goldman Sachs Financial Services Conference (GlobeNewswire)
Nov-27-25 09:15AM	Affiliated Managers Group, Inc. (AMG) Soars to 52-Week High, Time to Cash Out? (Zacks)
Nov-26-25 09:50AM	Affiliated Managers Group (AMG) is a Top-Ranked Momentum Stock: Should You Buy? (Zacks)
Nov-24-25 11:40AM	AMG vs. ARES: Which Stock Is the Better Value Option? (Zacks)
09:40AM	Is Affiliated Managers Group (AMG) Stock Outpacing Its Finance Peers This Year? (Zacks)
Nov-21-25 09:40AM	Why Affiliated Managers Group (AMG) is a Top Value Stock for the Long-Term (Zacks)
Nov-20-25 10:01AM	Tweedy Browne's Strategic Moves: Alphabet Inc. Sees a -1.43% Portfolio Impact (GuruFocus.com)
Nov-18-25 09:40AM	Are Investors Undervaluing Affiliated Managers Group (AMG) Right Now? (Zacks)
04:14AM	Zacks Industry Outlook Highlights Ameriprise, Invesco and Affiliated Managers (Zacks)
03:19AM	Zacks.com featured highlights include QuantumScape, Silicon Laboratories and Affiliated Managers (Zacks)
Nov-17-25 06:29AM	3 Investment Management Stocks to Invest in From a Thriving Industry (Zacks)
Nov-14-25 03:00PM	QuantumScape Leads 3 Stocks to Buy for Fast Earnings Acceleration (Zacks)
12:00PM	Affiliated Managers Group (AMG) Is Up 8.95% in One Week: What You Should Know (Zacks)
11:02AM	Third Avenue Management Exits Deutsche Bank AG, Impacting Portfolio by -6.22% (GuruFocus.com)
06:59AM	AMG Announces Conversion Rate Adjustment for its 5.15% Junior Convertible Trust Preferred Securities Due 2037 (GlobeNewswire)
Nov-11-25 11:16AM	Is Affiliated Managers Group Inc. (AMG) One of the Top Undervalued Asset Management Stocks to Buy? (Insider Monkey)
09:15AM	Affiliated Managers Group, Inc. (AMG) Hits Fresh High: Is There Still Room to Run? (Zacks)
Nov-10-25 09:40AM	Should Value Investors Buy AllianceBernstein (AB) Stock? (Zacks)
12:32AM	5 Revealing Analyst Questions From Affiliated Managers Group's Q3 Earnings Call (StockStory)
Nov-07-25 12:53PM	MarketAxess Q3 Earnings Beat on Strong Emerging Markets Volumes (Zacks)
12:48PM	Lincoln National Q3 Earnings Beat Estimates, Stock Up 2% (Zacks)
Nov-06-25 12:14PM	Allstate Q3 Earnings Beat Estimates on Rising Investment Income (Zacks)
11:40AM	AMG vs. TROW: Which Stock Should Value Investors Buy Now? (Zacks)
09:40AM	Is Alexander's (ALX) Outperforming Other Finance Stocks This Year? (Zacks)
Nov-05-25 09:40AM	Are You a Value Investor? This 1 Stock Could Be the Perfect Pick (Zacks)
Nov-04-25 02:00PM	Yacktman Asset Management Reduces Stake in Microsoft Corp by 0.52% (GuruFocus.com)
12:31AM	AMG Q3 Deep Dive: Alternative Strategies Fuel Growth Amid Margin Compression (StockStory)
Nov-03-25 08:00PM	Analyst Report: Affiliated Managers Group, Inc. (Morningstar Research) +7.82%
04:00PM	Affiliated Managers Group Inc (AMG) Q3 2025 Earnings Call Highlights: Strong Growth in ... (GuruFocus.com)
01:16PM	Why Are Affiliated Managers Group (AMG) Shares Soaring Today (StockStory)
07:08AM	Affiliated Managers: Q3 Earnings Snapshot (Associated Press Finance)
07:08AM	Affiliated Managers Group (NYSE:AMG) Misses Q3 Sales Expectations (StockStory)
06:59AM	AMG Reports Financial and Operating Results for the Third Quarter and Nine Months Ended 2025 (GlobeNewswire)
Nov-01-25 11:02PM	Affiliated Managers Group (AMG) Q3 Earnings: What To Expect (StockStory)
Oct-31-25 10:00AM	Franklin Resources (BEN) Expected to Beat Earnings Estimates: Can the Stock Move Higher? (Zacks)
09:50AM	Here's Why Affiliated Managers Group (AMG) is a Strong Momentum Stock (Zacks)
Oct-30-25 06:35PM	Federated Hermes (FHI) Tops Q3 Earnings and Revenue Estimates (Zacks)
09:00AM	AMG's Q3 Earnings on the Deck: Here's What You Should Know (Zacks)
Oct-27-25 05:00PM	AMG to Announce Third Quarter Results on November 3, 2025 (GlobeNewswire)
10:00AM	Affiliated Managers Group (AMG) Earnings Expected to Grow: Should You Buy? (Zacks)
Oct-21-25 08:42AM	Is the Options Market Predicting a Spike in Affiliated Managers Stock? (Zacks)
Oct-15-25 09:40AM	Why This 1 Value Stock Could Be a Great Addition to Your Portfolio (Zacks)
Oct-14-25 09:50AM	Why Affiliated Managers Group (AMG) is a Top Momentum Stock for the Long-Term (Zacks)
Oct-08-25 12:10PM	Will Affiliated Managers (AMG) Beat Estimates Again in Its Next Earnings Report? (Zacks)
Oct-01-25 08:41PM	Affiliated Managers Group, Inc. (AMG) Hits All-Time High of $244.17; TD Cowen Raises Its Price Target to $338 (Insider Monkey)
06:59AM	AMG and Brown Brothers Harriman Announce Strategic Collaboration (GlobeNewswire)
Sep-30-25 09:40AM	Are Finance Stocks Lagging Affiliated Managers Group (AMG) This Year? (Zacks)
09:40AM	Should Value Investors Buy Affiliated Managers Group (AMG) Stock? (Zacks)
Sep-29-25 09:40AM	Here's Why Affiliated Managers Group (AMG) is a Strong Value Stock (Zacks)

Affiliated Managers Group, Inc. is a strategic partner and long-term investor in independent investment firms globally. It focuses on generating long-term value by investing in a diverse array of high-quality independent partner-owned firms, through a proven partnership approach. The company was founded by William J. Nutt in December 1993 and is headquartered in Jupiter, FL.

PresidentMr. Jay C. Horgen

Chief Financial OfficerMs. Dava Elaine Ritchea

General Counsel & Corporate SecretaryMs. Kavita Padiyar

MD & Chief Accounting OfficerMr. Aaron M. Galis

MD & Chief Information OfficerMr. Stephen T. Pruell

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
FRANQUI ANNETTE	Director	Jun 01 '26	Buy	304.88	750	228,660	1,962	Jun 03 04:59 PM
Matos Rodriguez Felix V.	Director	May 08 '26	Sale	300.18	1,000	300,180	4,369	May 08 05:17 PM
Ryan David Christopher	Director	May 06 '26	Sale	305.06	3,402	1,037,814	1,092	May 08 05:15 PM
FELIX V MATOS RODRIGUEZ	Director	May 08 '26	Proposed Sale	300.18	1,000	300,180		May 08 04:06 PM
Cates G. Staley	Director	May 06 '26	Buy	305.83	1,500	458,745	6,405	May 06 07:27 PM
DAVID RYAN	Director	May 06 '26	Proposed Sale	305.06	3,402	1,037,805		May 06 04:13 PM
Wojcik Thomas M	President and COO	Mar 05 '26	Option Exercise	0.00	7,272	0	165,982	Mar 09 06:26 PM
Wojcik Thomas M	President and COO	Mar 06 '26	Sale	286.30	8,000	2,290,400	159,465	Mar 09 06:26 PM
Padiyar Kavita	General Counsel & Corp. Sec.	Mar 05 '26	Option Exercise	0.00	2,288	0	44,728	Mar 09 06:16 PM
Padiyar Kavita	General Counsel & Corp. Sec.	Mar 09 '26	Sale	278.24	2,200	612,128	42,672	Mar 09 06:16 PM
Horgen Jay C.	Chief Executive Officer	Mar 05 '26	Option Exercise	0.00	17,563	0	327,950	Mar 09 06:07 PM
RITCHEA DAVA	Chief Financial Officer	Mar 05 '26	Option Exercise	0.00	601	0	601	Mar 09 06:02 PM
Alvingham Karen L.	Director	Mar 05 '26	Option Exercise	0.00	867	0	13,110	Mar 09 05:44 PM
Ryan David Christopher	Director	Mar 05 '26	Option Exercise	0.00	867	0	4,494	Mar 09 05:41 PM
STARR LOREN M	Director	Mar 05 '26	Option Exercise	0.00	652	0	1,937	Mar 09 05:35 PM
Matos Rodriguez Felix V.	Director	Mar 05 '26	Option Exercise	0.00	867	0	5,369	Mar 09 05:27 PM
Palandjian Tracy P.	Director	Mar 05 '26	Option Exercise	0.00	867	0	15,254	Mar 09 05:23 PM
FRANQUI ANNETTE	Director	Mar 05 '26	Option Exercise	0.00	548	0	1,212	Mar 09 05:20 PM
KAVITA PADIYAR	Officer	Mar 09 '26	Proposed Sale	278.24	2,200	612,124		Mar 09 04:05 PM
Wojcik Thomas M	Officer	Mar 09 '26	Proposed Sale	279.10	46,878	13,083,415		Mar 09 01:02 PM
THOMAS WOJCIK	Officer	Mar 06 '26	Proposed Sale	286.30	8,000	2,290,383		Mar 06 04:15 PM
Alvingham Karen L.	Director	Nov 07 '25	Option Exercise	69.63	560	38,993	12,425	Nov 12 04:56 PM
Wojcik Thomas M	President and COO	Sep 08 '25	Option Exercise	74.49	169,303	12,611,380	288,718	Sep 09 05:03 PM
Wojcik Thomas M	President and COO	Sep 09 '25	Sale	231.03	16,000	3,696,480	158,710	Sep 09 05:03 PM
THOMAS WOJCIK	Officer	Sep 09 '25	Proposed Sale	231.03	16,000	3,696,454		Sep 09 04:06 PM
Horgen Jay C.	Chief Executive Officer	Sep 02 '25	Option Exercise	74.49	75,000	5,586,750	559,322	Sep 04 05:01 PM
Padiyar Kavita	General Counsel & Corp. Sec.	Sep 02 '25	Option Exercise	73.81	47,731	3,523,025	73,431	Sep 04 05:00 PM
Churchill Dwight D.	Director	Aug 15 '25	Option Exercise	0.00	1,398	0	29,030	Aug 18 05:18 PM
Ryan David Christopher	Director	Aug 15 '25	Option Exercise	0.00	1,092	0	3,627	Aug 18 05:15 PM
STARR LOREN M	Director	Aug 15 '25	Option Exercise	0.00	544	0	1,285	Aug 18 05:13 PM
Alvingham Karen L.	Director	Aug 15 '25	Option Exercise	0.00	1,092	0	11,949	Aug 18 05:11 PM
FRANQUI ANNETTE	Director	Aug 15 '25	Option Exercise	0.00	664	0	664	Aug 18 05:08 PM
Matos Rodriguez Felix V.	Director	Aug 15 '25	Option Exercise	0.00	1,102	0	4,502	Aug 18 05:07 PM
Palandjian Tracy P.	Director	Aug 15 '25	Option Exercise	0.00	1,117	0	17,886	Aug 18 05:05 PM
Horgen Jay C.	Chief Executive Officer	Aug 12 '25	Option Exercise	74.49	75,000	5,586,750	529,929	Aug 14 05:00 PM
Horgen Jay C.	Chief Executive Officer	Jul 01 '25	Option Exercise	74.49	75,000	5,586,750	516,120	Jul 03 02:10 PM

Open in Screener

OFG

OFG Bancorp

Jun 03 • 04:00PM ET

44.73

-0.84 -1.84 %

Financial • Banks - Regional • USA • Small • NYSE

Peers: FBP BPOP CBSH FNB BOKF CFR ONB SSB UMBF ZION

| Held by: IJR SDVY AVUV VTI SCHD IWM VB VBR VXF SPSM

Index	RUT	P/E	9.24	EPS (ttm)	4.84	Insider Own	1.07%	Shs Outstand	42.26M	Perf Week	-1.89%
Market Cap	1.89B	Forward P/E	9.52	EPS next Y	4.70	Insider Trans	-1.30%	Shs Float	41.80M	Perf Month	-0.89%
Enterprise Value	-	PEG	2.39	EPS next Q	1.17	Inst Own	96.52%	Short Float	2.86%	Perf Quarter	10.88%
Income	213.47M	P/S	2.07	EPS this Y	2.84%	Inst Trans	-1.23%	Short Ratio	3.81	Perf Half Y	11.35%
Sales	912.63M	P/B	1.38	EPS next Y	-0.21%	ROA	1.80%	Short Interest	1.19M	Perf YTD	9.15%
Book/sh	32.35	P/C	-	EPS next 5Y	3.99%	ROE	16.04%	52W High	46.85 -4.53%	Perf Year	7.97%
Cash/sh	-	P/FCF	9.98	EPS past 3/5Y	10.11% 28.35%	ROIC	11.97%	52W Low	35.71 25.26%	Perf 3Y	67.84%
Dividend Est.	1.40 (3.13%)	EV/EBITDA	-	Sales past 3/5Y	11.61% 8.68%	Gross Margin	-	Volatility	2.05% 2.07%	Perf 5Y	86.14%
Dividend TTM	1.25 (2.79%)	EV/Sales	-	EPS Y/Y TTM	15.77%	Oper. Margin	26.68%	ATR (14)	1.00	Perf 10Y	409.45%
Dividend Ex-Date	Jun 30, 2026	Quick Ratio	-	Sales Y/Y TTM	4.29%	Profit Margin	23.39%	RSI (14)	49.35	Recom	2.50
Dividend Gr. 3/5Y	19.68% 33.78%	Current Ratio	0.10	EPS Q/Q	25.38%	SMA20	-0.80%	Beta	0.73	Target Price	47.75
Payout	26.19%	Debt/Eq	0.42	Sales Q/Q	3.99%	SMA50	1.92%	Rel Volume	1.40	Prev Close	45.57
Employees	2185	LT Debt/Eq	0.30	Earnings	Apr 21 BMO	SMA200	6.34%	Avg Volume	313.02K	Price	44.73
IPO	Mar 26, 1987	Option/Short	Yes / Yes	EPS/Sales Surpr.	26.63% 5.12%	Trades		Volume	438,571	Change	-1.84%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-23-26	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$43
Jan-15-26	Resumed	Piper Sandler	Neutral
Oct-09-25	Initiated	Truist	Buy	$50
Apr-24-25	Reiterated	Hovde Group	Outperform	$53.50 → $50
Apr-09-25	Downgrade	Wells Fargo	Overweight → Equal Weight	$42
Aug-26-24	Resumed	Piper Sandler	Overweight	$49
Jul-22-24	Reiterated	Hovde Group	Outperform	$44 → $51
Apr-12-22	Resumed	Keefe Bruyette	Outperform	$35
Dec-20-21	Initiated	Hovde Group	Outperform	$32
Nov-09-21	Initiated	Wells Fargo	Overweight	$31
Jul-16-18	Upgrade	Piper Jaffray	Neutral → Overweight
Nov-28-17	Upgrade	Keefe Bruyette	Mkt Perform → Outperform
Oct-30-17	Upgrade	Sandler O'Neill	Hold → Buy
Apr-08-16	Initiated	Piper Jaffray	Neutral	$7.50
Jul-27-15	Upgrade	Guggenheim	Neutral → Buy
Aug-01-13	Reiterated	Sterne Agee	Buy	$20 → $23
May-09-13	Reiterated	Sterne Agee	Buy	$18 → $20
Feb-11-13	Reiterated	Sterne Agee	Buy	$15 → $17
Oct-24-12	Initiated	Sterne Agee	Buy	$14
Mar-01-12	Downgrade	Compass Point	Buy → Neutral	$16.50 → $11

Show Previous Ratings

Apr-22-26 04:10PM	OFG Bancorp Declares Regular Quarterly Common Stock Dividend (Business Wire)
03:02AM	OFG Bancorp (OFG) Q1 2026 Earnings Call Highlights: Strong Earnings Growth and Strategic ... (GuruFocus.com)
Apr-21-26 12:47PM	OFG Bancorp Q1 2026 Earnings Call Summary (Moby) +5.08%
07:40AM	OFG: Q1 Earnings Snapshot (Associated Press)
07:30AM	OFG Bancorp Reports 1Q26 Results (Business Wire)
09:00AM	Loading…
Mar-23-26 09:00AM	OFG Bancorp to Report 1Q26 Results and Hold Call Tuesday, April 21, 2026 (Business Wire)
Mar-02-26 04:53PM	KBRA Assigns Ratings to OFG Bancorp, Inc. and Affirms Ratings for Oriental Bank (Business Wire)
Feb-23-26 11:39PM	3 Reasons OFG is Risky and 1 Stock to Buy Instead (StockStory)
Feb-18-26 11:39PM	3 Bank Stocks We're Skeptical Of (StockStory)
Feb-16-26 09:40AM	Are Investors Undervaluing OFG Bancorp (OFG) Right Now? (Zacks)
Feb-03-26 11:34AM	The Zacks Analyst Blog Highlights Hancock Whitney, Hilltop, Tompkins, OFG Financial and Sierra Bancorp (Zacks)
Feb-02-26 11:24AM	5 Bank Stocks With Recent Dividend Hikes to Keep on Your Radar (Zacks)
Jan-29-26 02:26PM	OFG Bancorp (OFG) Stock Trades Up, Here Is Why (StockStory) +5.33%
12:36AM	5 Insightful Analyst Questions From OFG Bancorp's Q4 Earnings Call (StockStory)
Jan-28-26 04:10PM	OFG Bancorp Increases Regular Quarterly Common Stock Cash Dividend to $0.35 (Business Wire)
04:05PM	Loading…
04:05PM	OFG Bancorp Announces New $200 Million Share Repurchase Plan (Business Wire)
09:40AM	Is OFG Bancorp (OFG) Stock Undervalued Right Now? (Zacks)
Jan-23-26 12:31AM	OFG Q4 Deep Dive: Digital Strategy and Loan Mix Shape Guidance Amid Competitive Pressures (StockStory)
Jan-22-26 04:02PM	OFG Bancorp (OFG) Q4 2025 Earnings Call Highlights: Strong EPS Growth and Strategic Initiatives ... (GuruFocus.com) -8.45%
01:08PM	OFG Bancorp Q4 Earnings Call Highlights (MarketBeat)
12:56PM	Why OFG Bancorp (OFG) Shares Are Sliding Today (StockStory)
09:30AM	OFG (OFG) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
08:04AM	OFG Bancorp (NYSE:OFG) Posts Q4 CY2025 Sales In Line With Estimates (StockStory)
07:48AM	OFG: Q4 Earnings Snapshot (Associated Press Finance)
07:30AM	OFG Bancorp Reports 4Q25 & 2025 Results (Business Wire)
Jan-21-26 09:15AM	Seeking Clues to OFG (OFG) Q4 Earnings? A Peek Into Wall Street Projections for Key Metrics (Zacks)
04:58AM	Earnings To Watch: OFG Bancorp (OFG) Reports Q4 Results Tomorrow (StockStory)
Jan-20-26 10:06PM	OFG Bancorp (OFG) Reports Earnings Tomorrow: What To Expect (StockStory)
Dec-22-25 10:45AM	OFG Bancorp to Report 4Q25 Results and Hold Call Thursday, January 22, 2026 (Business Wire)
Dec-07-25 10:34PM	Spotting Winners: OFG Bancorp (NYSE:OFG) And Regional Banks Stocks In Q3 (StockStory)
11:02PM	Loading…
Dec-03-25 11:02PM	OFG Bancorp (OFG): Buy, Sell, or Hold Post Q3 Earnings? (StockStory)
09:10AM	How to Maximize Your Retirement Portfolio with These Top-Ranked Dividend Stocks (Zacks)
Nov-27-25 09:10AM	How to Maximize Your Retirement Portfolio with These Top-Ranked Dividend Stocks (Zacks)
Nov-03-25 09:00AM	OFG Bancorp Declares Regular Quarterly Common Stock Dividend (Business Wire)
Oct-30-25 09:08AM	Wells Fargo Reduces PT on OFG Bancorp (OFG) to $43 From $48 (Insider Monkey)
12:38AM	2 Bank Stocks to Research Further and 1 We Find Risky (StockStory)
Oct-29-25 01:34AM	OFG Bancorp's Q3 Earnings Call: Our Top 5 Analyst Questions (StockStory)
Oct-23-25 01:31AM	OFG Q3 Deep Dive: Digital Strategy and Commercial Lending Shape Results Amid Rising Deposit Costs (StockStory)
Oct-22-25 05:00PM	OFG Bancorp (OFG) Q3 2025 Earnings Call Highlights: Strong Earnings Growth Amid Strategic ... (GuruFocus.com) -6.12%
11:50AM	Why OFG Bancorp (OFG) Stock Is Trading Lower Today (StockStory)
09:40AM	OFG Bancorp (NYSE:OFG) Reports Sales Below Analyst Estimates In Q3 Earnings (StockStory)
07:43AM	OFG: Q3 Earnings Snapshot (Associated Press Finance)
07:30AM	OFG Bancorp Reports 3Q25 Results (Business Wire)
Oct-21-25 09:24AM	OFG Bancorp (OFG) Q3 2025 Earnings Report Preview: What To Expect (GuruFocus.com)
Oct-20-25 11:02PM	OFG Bancorp (OFG) To Report Earnings Tomorrow: Here Is What To Expect (StockStory)
Oct-15-25 12:35AM	2 Stocks Under $50 with Solid Fundamentals and 1 We Question (StockStory)
Oct-14-25 11:45AM	Why OFG Bancorp (OFG) is a Great Dividend Stock Right Now (Zacks)
Oct-13-25 12:00AM	OFG Bancorp (OFG): 3 Reasons We Love This Stock (StockStory)
Sep-29-25 11:35PM	Q2 Earnings Roundup: OFG Bancorp (NYSE:OFG) And The Rest Of The Regional Banks Segment (StockStory)
Sep-22-25 09:00AM	OFG Bancorp to Report 3Q25 Results and Hold Call Wednesday, October 22, 2025 (Business Wire)
Aug-01-25 12:40PM	OFG Bancorp, NBT Bancorp, M&T Bank, Live Oak Bancshares, and Lake City Bank Shares Are Falling, What You Need To Know (StockStory)
Jul-30-25 04:10PM	OFG Bancorp Declares Regular Quarterly Common Stock Dividend (Business Wire)
Jul-28-25 10:04AM	OFG Bancorp (OFG) Surges with 7% Loan Growth in Q2 2025 (Insider Monkey)
Jul-18-25 03:09AM	OFG Bancorp (OFG) Q2 2025 Earnings Call Highlights: Record Growth in Assets and Loans Amid ... (GuruFocus.com)
01:31AM	OFG Q1 Deep Dive: Digital Banking Drives Customer Growth Amid Stable Credit Trends (StockStory)
Jul-17-25 09:43AM	OFG Bancorp's (NYSE:OFG) Q2 Earnings Results: Revenue In Line With Expectations (StockStory)
07:37AM	OFG: Q2 Earnings Snapshot (Associated Press Finance)
07:30AM	OFG Bancorp Reports 2Q25 Results (Business Wire)
Jul-16-25 09:20AM	Earnings To Watch: OFG Bancorp (OFG) Reports Q2 2025 Result (GuruFocus.com)
Jul-15-25 11:00PM	OFG Bancorp (OFG) Reports Earnings Tomorrow: What To Expect (StockStory)
Jul-03-25 11:37PM	Spotting Winners: OFG Bancorp (NYSE:OFG) And Regional Banks Stocks In Q1 (StockStory)
Jun-26-25 12:04AM	2 Reasons to Like OFG (and 1 Not So Much) (StockStory)
Jun-23-25 02:24PM	OFG Q1 Deep Dive: Digital Adoption, Deposit Momentum, and Stable Credit Trends Shape Results (StockStory)
09:00AM	OFG Bancorp to Report 2Q25 Results and Hold Call Thursday, July 17, 2025 (Business Wire)
May-07-25 12:05PM	Annual Report for the period ended 31 December 2024 and Notice of Meeting (GlobeNewswire)
May-04-25 07:27AM	OFG Bancorp Doesn't Deserve A Downgrade At This Time (Seeking Alpha)
Apr-30-25 04:15PM	OFG Bancorp Announces New $100 Million Share Repurchase Plan (Business Wire)
04:10PM	OFG Bancorp Declares Regular Quarterly Common Stock Dividend (Business Wire)
Apr-25-25 12:00PM	OFG (OFG) Upgraded to Buy: Here's Why (Zacks)
09:40AM	Is OFG Bancorp (OFG) a Great Value Stock Right Now? (Zacks)
Apr-24-25 03:05AM	OFG Bancorp (OFG) Q1 2025 Earnings Call Highlights: Strong Start with Digital Growth and ... (GuruFocus.com)
Apr-23-25 11:34AM	OFG Bancorp (OFG) Q1 2025 Earnings Call Transcript (Seeking Alpha)
08:45AM	OFG Bancorp (OFG) Misses Q1 Earnings Estimates (Zacks)
07:43AM	OFG: Q1 Earnings Snapshot (Associated Press Finance)
07:30AM	OFG Bancorp Reports 1Q25 Results (Business Wire)
Apr-22-25 06:15PM	Peapack-Gladstone (PGC) Q1 Earnings Miss Estimates (Zacks)
Apr-16-25 05:20PM	Bank OZK (OZK) Q1 Earnings and Revenues Surpass Estimates (Zacks)
Apr-01-25 12:50PM	Is OFG Bancorp. (OFG) The Best Small Cap Bank Stock To Invest In Now? (Insider Monkey)
Mar-26-25 10:53PM	21 Upcoming Dividend Increases To Finish Q1 (SeekingAlpha)
09:00AM	OFG Bancorp to Report 1Q25 Results and Hold Call Wednesday, April 23, 2025 (Business Wire)
Feb-19-25 03:38PM	OFG Bancorp (OFG): Among Last Weeks Worst Dividend Stocks (Insider Monkey)
Jan-31-25 09:40AM	Should Value Investors Buy OFG Bancorp (OFG) Stock? (Zacks)
Jan-29-25 04:10PM	OFG Bancorp Increases Regular Quarterly Common Stock Cash Dividend to $0.30 (Business Wire)
Jan-23-25 02:04AM	OFG Bancorp (OFG) Q4 2024 Earnings Call Highlights: Strong EPS Growth and Strategic Advancements (GuruFocus.com)
Jan-22-25 08:50AM	OFG Bancorp (OFG) Q4 Earnings and Revenues Beat Estimates (Zacks)
07:52AM	OFG: Q4 Earnings Snapshot (Associated Press Finance)
07:30AM	OFG Bancorp Reports 4Q24 & 2024 Results (Business Wire)
Jan-21-25 07:05AM	OFG Bancorp (OFG) Q4 2024 Earnings Report Preview: What To Expect (GuruFocus.com)
Dec-23-24 09:00AM	OFG Bancorp to Report 4Q24 Results and Hold Call Wednesday, January 22, 2025 (Business Wire)
Oct-28-24 09:05AM	OFG Bancorp Declares Regular Quarterly Common Stock Dividend (Business Wire)
09:00AM	OFG Bancorp Announces New $50 Million Share Repurchase Plan (Business Wire)
Oct-24-24 09:00AM	OFG Bancorp to Ring Opening Bell to Celebrate 60th Anniversary and 30th Year Listing on NYSE (Business Wire)
Oct-17-24 03:01AM	OFG Bancorp (OFG) Q3 2024 Earnings Call Highlights: Strong Asset Growth Amid Revenue Challenges (GuruFocus.com)
Oct-16-24 08:45AM	OFG Bancorp (OFG) Lags Q3 Earnings and Revenue Estimates (Zacks) -7.82%
07:44AM	OFG: Q3 Earnings Snapshot (Associated Press Finance)
07:30AM	OFG Bancorp Reports 3Q24 Results (Business Wire)
Oct-15-24 09:02AM	OFG Bancorp (OFG) Q3 2024 Earnings Report Preview: What To Look For (GuruFocus.com)
Sep-24-24 09:00AM	OFG Bancorp to Report 3Q24 Results and Hold Call Wednesday, October 16, 2024 (Business Wire)
Sep-17-24 12:00PM	OFG Bancorp (OFG) Is Up 0.11% in One Week: What You Should Know (Zacks)
Aug-29-24 12:00PM	OFG (OFG) Upgraded to Strong Buy: Here's What You Should Know (Zacks)

OFG Bancorp is a holding company, which engages in the provision of banking and financial services. It operates through the following segments: Banking, Wealth Management, and Treasury. The Banking segment includes its branches and traditional banking products such as deposits and commercial, consumer, and mortgage loans. The Wealth Management segment is involved in financial planning, money management and investment banking, brokerage services, insurance sales activity, corporate and individual trust and retirement services, and retirement plan administration services. The Treasury segment focuses on all its asset and liability management activities, such as purchases and sales of investment securities, interest rate risk management, derivatives, and borrowings. The company was founded in 1964 and is headquartered in San Juan, Puerto Rico.

PresidentMr. Jose Rafael Fernandez

Managing Director of Customer Intelligence & OperationsMs. Ada Garcia Castello

Chief Retail Banking OfficerMs. Mari Evelyn Rodriguez

Vice President Financial Reporting & Accounting ControlKrisen Aguirre Torres

IR ContactMr. Gary M. Fishman

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
FRANQUI ANNETTE	Director	Feb 20 '26	Buy	42.06	1,540	64,780	3,440	Feb 20 05:01 PM
De Jesus Nestor	Director	Dec 22 '25	Sale	42.31	2,000	84,628	22,690	Dec 22 05:58 PM
Nestor De Jesus	Director	Dec 22 '25	Proposed Sale	42.31	2,000	84,628		Dec 22 05:54 PM
Ortiz Cesar A	Chief Risk Officer	Dec 15 '25	Sale	42.17	5,500	231,962	351	Dec 15 05:31 PM
Cesar A Ortiz	Chief Risk Officer	Dec 15 '25	Proposed Sale	42.69	5,500	234,819		Dec 15 05:25 PM
Jorge Colon	Director	Nov 10 '25	Proposed Sale	40.85	25,000	1,021,228		Nov 14 04:41 PM
Arizmendi Maritza	Chief Financial Officer	Jun 10 '25	Sale	42.30	5,000	211,514	58,470	Nov 14 04:24 PM
FERNANDEZ JOSE RAFAEL	CEO; Chairman BOD	Nov 12 '25	Sale	40.95	25,232	1,033,364	184,675	Nov 12 05:10 PM
FERNANDEZ JOSE RAFAEL	CEO; Chairman BOD	Nov 11 '25	Sale	40.53	4,768	193,240	209,907	Nov 12 05:10 PM
Jose Rafael Fernandez	CEO; Chairman BOD	Nov 11 '25	Proposed Sale	40.89	30,000	1,226,604		Nov 12 04:57 PM
Colon Jorge	Director	Nov 10 '25	Sale	40.85	25,000	1,021,228	27,543	Nov 12 02:14 PM
Jorge Colon	Director	Nov 10 '25	Proposed Sale	40.85	25,000	1,021,228		Nov 12 02:08 PM
Maritza Arizmendi	Chief Financial Officer	Jun 10 '25	Proposed Sale	42.30	5,000	211,514		Jun 10 04:52 PM

AMG

Affiliated Managers Group Inc

OFG

OFG Bancorp

Upgrade your Finviz experience