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AMG

Affiliated Managers Group Inc

Feb 13 • 02:22PM ET

329.23

+0.28 0.08 %

Financial • Asset Management • USA • NYSE

Feb 12, 4:17 PMAffiliated Managers Group posts record FY2025 EPS (GAAP/Economic $22.74/$26.05), $29B net client inflows, alternative AUM up ~$97B, ~$700M (~11%) buybacks (authorization for up to 6M more), and $1B+ committed across five new alternative investments (Northbridge, Verition, Montefiore, Qualitas Energy and a Brown Brothers Harriman collaboration), adds a minority stake in HighBrook, increases its Garda Capital stake, declares a $0.01 dividend, and says President/COO Thomas M. Wojcik will step down March 6, 2026; it also guides to another step-up in 2026 with Q1 Economic EPS of $7.98–$8.52 and adjusted EBITDA of $310–$330M, and advances its refinancing to eliminate junior-convertible dilution via a new $425M 10-year 5.5% senior note.

Peers: BLK TROW IVZ JHG APO BAM BEN KKR CG BX

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

Scroll to Statements

Index	-	P/E	20.10	EPS (ttm)	16.38	Insider Own	4.09%	Shs Outstand	28.30M	Perf Week	7.77%
Market Cap	9.26B	Forward P/E	8.68	EPS next Y	37.94	Insider Trans	-1.37%	Shs Float	26.98M	Perf Month	4.45%
Enterprise Value	12.35B	PEG	0.42	EPS next Q	7.86	Inst Own	96.70%	Short Float	1.65%	Perf Quarter	24.33%
Income	531.20M	P/S	4.53	EPS this Y	25.83%	Inst Trans	-1.22%	Short Ratio	1.10	Perf Half Y	47.64%
Sales	2.05B	P/B	2.79	EPS next Y	15.75%	ROA	5.96%	Short Interest	0.44M	Perf YTD	14.20%
Book/sh	118.14	P/C	19.45	EPS next 5Y	20.77%	ROE	15.95%	52W High	333.99 -1.43%	Perf Year	95.41%
Cash/sh	16.93	P/FCF	9.73	EPS past 3/5Y	5.04% 117.52%	ROIC	9.29%	52W Low	139.22 136.48%	Perf 3Y	96.77%
Dividend Est.	0.03 (0.01%)	EV/EBITDA	19.70	Sales past 3/5Y	-5.40% -1.83%	Gross Margin	94.37%	Volatility	4.93% 3.53%	Perf 5Y	122.60%
Dividend TTM	0.04 (0.01%)	EV/Sales	6.04	EPS Y/Y TTM	8.24%	Oper. Margin	25.02%	ATR (14)	11.32	Perf 10Y	164.61%
Dividend Ex-Date	Nov 13, 2025	Quick Ratio	1.36	Sales Y/Y TTM	1.08%	Profit Margin	25.96%	RSI (14)	65.06	Recom	2.00
Dividend Gr. 3/5Y	0.00% -50.00%	Current Ratio	1.36	EPS Q/Q	81.79%	SMA20	4.52%	Beta	1.16	Target Price	391.67
Payout	0.26%	Debt/Eq	0.71	Sales Q/Q	1.89%	SMA50	9.80%	Rel Volume	0.81	Prev Close	328.95
Employees	4100	LT Debt/Eq	0.71	Earnings	Feb 12 BMO	SMA200	38.25%	Avg Volume	404.41K	Price	329.23
IPO	Nov 21, 1997	Option/Short	Yes / Yes	EPS/Sales Surpr.	6.96% -3.79%	Trades		Volume	249,458	Change	0.08%

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

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	Loading…
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)
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)
04:00PM	Loading…
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)
11:54AM	Loading…
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)
Sep-26-25 11:40AM	AMG or CG: Which Is the Better Value Stock Right Now? (Zacks)
Sep-25-25 01:05PM	Citigroup to Sell 25% Stake in Banamex Amid Organizational Overhaul (Zacks)
09:50AM	Are You a Momentum Investor? This 1 Stock Could Be the Perfect Pick (Zacks)
Sep-24-25 09:25AM	Powell Warns of Valuation Risks: 5 High Earnings Yield Value Picks (Zacks)
Sep-18-25 12:58PM	Deutsche Bank's Arm Plans Sale of NorthC Data Center Platform (Zacks)
10:15AM	This Strong Buy Stock Turns Other Peoples Money Into Your Profits (Barchart)
Sep-15-25 12:00PM	Are You Looking for a Top Momentum Pick? Why Affiliated Managers Group (AMG) is a Great Choice (Zacks)
Sep-12-25 02:31PM	Analyst Report: Affiliated Managers Group, Inc. (Morningstar Research)
Sep-11-25 06:04AM	Bank of America Says $7 Trillion Boost Could Drive Year-End Rally Here Are 2 Stocks That Could Jump (TipRanks)
Sep-10-25 11:40AM	AMG or CG: Which Is the Better Value Stock Right Now? (Zacks)
09:40AM	Are Investors Undervaluing Affiliated Managers Group (AMG) Right Now? (Zacks)
Sep-09-25 09:40AM	Buy 5 Investment Management Stocks to Enhance Your Portfolio Returns (Zacks)
Sep-04-25 11:37PM	Q2 Rundown: Affiliated Managers Group (NYSE:AMG) Vs Other Custody Bank Stocks (StockStory)
Sep-03-25 07:35PM	Analyst Report: Affiliated Managers Group, Inc. (Morningstar Research)
Aug-25-25 12:00PM	Affiliated Managers Group (AMG) is a Great Momentum Stock: Should You Buy? (Zacks)
11:40AM	AMG vs. CG: Which Stock Is the Better Value Option? (Zacks)
09:40AM	Is Affiliated Managers Group (AMG) Stock Undervalued Right Now? (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 West Palm Beach, FL.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
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
Padiyar Kavita	General Counsel & Corp. Sec.	May 09 '25	Option Exercise	73.81	25,000	1,845,250	43,107	May 13 05:07 PM
Churchill Dwight D.	Director	May 12 '25	Option Exercise	160.01	1,353	216,494	28,810	May 13 05:06 PM
Palandjian Tracy P.	Director	May 12 '25	Option Exercise	118.02	4,501	531,207	19,660	May 13 05:04 PM
Rizwan M. Jamal	Former Officer	Mar 10 '25	Proposed Sale	156.47	14,669	2,295,258		Mar 10 08:52 PM
Horgen Jay C.	President and CEO	Mar 05 '25	Option Exercise	0.00	16,693	0	419,439	Mar 07 05:15 PM
Padiyar Kavita	General Counsel & Corp. Sec.	Mar 05 '25	Option Exercise	0.00	2,236	0	17,485	Mar 07 05:13 PM
Wojcik Thomas M	Chief Operating Officer	Mar 05 '25	Option Exercise	0.00	7,287	0	113,080	Mar 07 05:10 PM
Alvingham Karen L.	Director	Mar 05 '25	Option Exercise	0.00	1,178	0	10,947	Mar 07 05:07 PM
Churchill Dwight D.	Director	Mar 05 '25	Option Exercise	0.00	1,535	0	27,457	Mar 07 05:05 PM
Matos Rodriguez Felix V.	Director	Mar 05 '25	Option Exercise	0.00	1,165	0	3,400	Mar 07 05:04 PM
Palandjian Tracy P.	Director	Mar 05 '25	Option Exercise	0.00	1,195	0	15,159	Mar 07 05:03 PM
Ryan David Christopher	Director	Mar 05 '25	Option Exercise	0.00	956	0	2,535	Mar 07 05:02 PM
STARR LOREN M	Director	Mar 05 '25	Option Exercise	0.00	741	0	741	Mar 07 05:01 PM

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AMG

Affiliated Managers Group Inc

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