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Affiliated Managers Group, Inc.

NYSE•AMG
CEO: Mr. Thomas M. Wojcik
Sector: Financial Services
Industry: Asset Management
Listing Date: 1997-11-21
Affiliated Managers Group, Inc., through its affiliates, operates as an investment management company providing investment management services to mutual funds, institutional clients,retails and high net worth individuals in the United States. It provides advisory or sub-advisory services to mutual funds. These funds are distributed to retail, high net worth 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.
Contact Information
777 South Flagler Drive, West Palm Beach, FL, 33401, United States
800-345-1100
www.amg.com
Market Cap
$7.93B
P/E (TTM)
10.9
0
Dividend Yield
0.0%
52W High
$334.78
52W Low
$139.22
52W Range
73%
Rank33Top 25.7%
4.8
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 4.8 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q4 2025 Data

Revenue

$800.40M+0.00%
4-Quarter Trend

EPS

$12.53+0.00%
4-Quarter Trend

FCF

$265.40M+0.00%
4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

AUM Reaches $813.3 Billion Assets under management hit $813.3 B, marking a 15% increase driven by new partnerships and performance.
Aggregate Fees Increase 18% Aggregate fees grew to $6.17 B in 2025, reflecting strong 18% growth, mainly from liquid alternatives.
Net Income Surges 40% Net income controlling interest reached $716.6 M, a 40% increase due to significant Affiliate transaction gains.
Realized $371.3M Transaction Gains Realized $371.3 M in Affiliate transaction gains from sales of interests in Peppertree, Comvest, and Montrusco Bolton.

Risk Factors

Intangible Impairment Expense Rises Consolidated intangible amortization reached $160.3 M, driven by significant impairment charges on acquired client relationships.
Reliance on Key Personnel Business stability heavily relies on key principals across Affiliates; failure to retain them poses operational risk.
Competitive Fee Pressure Continues Highly competitive industry environment may reduce fee levels and impair ability to attract and retain client assets.
Cybersecurity Infrastructure Vulnerability Technology infrastructure vulnerability to cyber-attacks could cause significant losses or operational disruption across the platform.

Outlook

Strategy Focus: Alternatives Growth Strategy emphasizes investing in high-growth areas, specifically private markets and liquid alternatives, aligned with client demand.
Four New Alternative Partnerships Advanced growth strategy by entering four new partnerships managing approximately $23 B in alternative strategies during 2025.
Capital Allocation Focus Cash flow deployment prioritizes growth investments, seeding new products, and returning capital via share repurchases.
Convertible Securities Settled Settled all outstanding junior convertible securities in cash for $514.6 M in January 2026, avoiding equity dilution.

Peer Comparison

Revenue (TTM)

JHG stock ticker logoJHG
$3.10B
+25.2%
AMG stock ticker logoAMG
$2.32B
+13.6%
VCTR stock ticker logoVCTR
$1.31B
+46.2%

Gross Margin (Latest Quarter)

AMG stock ticker logoAMG
83.3%
-5.3pp
JHG stock ticker logoJHG
73.2%
+1.8pp
VCTR stock ticker logoVCTR
69.8%
-2.8pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
AMG$7.93B10.922.0%29.2%
JHG$7.79B9.516.3%4.8%
HLNE$5.48B16.629.4%16.6%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
17.2%
Strong Growth
4Q Net Income CAGR
68.7%
Profitability Improved
Cash Flow Stability
100%
Strong Cash Flow

Deep Research

Next earnings:May 4, 2026
|
EPS:$8.15
|
Revenue:$544.54M
Financials
Earnings Calls
Reports
News
Income Statement
Balance Sheet
Cash Flow Statement
Ratios
% Chg.
Income Statement
LTM
No Data