Acadian Asset Management Inc.

NYSE•AAMI

CEO: Ms. Christina Wiater CPA

Sector: Financial Services

Industry: Asset Management

Listing Date: 2014-10-09

BrightSphere Investment Group Inc. is a publically owned asset management holding company. The firm provides its services to individuals and institutions. It manages separate client focused portfolios through its subsidiaries. The firm also launches equity mutual funds for its clients. It invests in public equity, fixed income, and alternative investment markets through its subsidiaries. The firm was founded in 1980 is based Boston, Massachusetts. It was formally known as BrightSphere Investment Group plc. BrightSphere Investment Group Inc. was formed in 1980 and is based in Boston, Massachusetts.

Contact Information

200 Clarendon Street, 53rd Floor, Boston, MA, 02116, United States

617-369-7300

www.bsig.com

Market Cap

$2.55B

P/E (TTM)

30.3

Dividend Yield

0.2%

52W High

$74.52

52W Low

$28.98

52W Range

94%

Rank37Top 34.1%

4.4

F-Score

Modified Piotroski Analysis

Based on 10-year fundamentals

Average • 4.4 / 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

Q1 2026 Data

Revenue

$167.10M+0.00%

4-Quarter Trend

EPS

$0.68+0.00%

4-Quarter Trend

FCF

-$46.70M+0.00%

4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

AUM Surges 51.3% Total AUM reached $177.5B by 12/31/2025, marking a $60.2B increase, driven by strong net flows of $29.4M.

Economic Income Rises Pre-tax economic net income grew $17.5M to $163.7M in 2025; ENI operating margin improved 207 bps to 35.5%.

Strong Investment Performance Assets beating benchmarks on a 1-year revenue-weighted basis stood at 57% as of December 31, 2025.

Capital Returned to Stockholders Repurchased approximately 58% of common shares between January 2020 and December 31, 2025, utilizing free cash flow.

Risk Factors

Dependency on Subsidiary Earnings Overall financial results are substantially dependent on Acadian LLC profitability and its ability to distribute cash flows.

Strategy Concentration Exposure $81B, or 46% of AUM, concentrated in five strategies, risking disproportionate impact from outflows or poor performance.

Cybersecurity and Data Breach Risk Potential for cyber-attacks or system failures causing confidential data loss, regulatory penalties, and reputational harm.

Global Market Volatility Impact Foreign currency risk and economic uncertainty in non-U.S. markets could adversely affect AUM and fee revenue.

Outlook

Focus on Sophisticated Clients Marketing efforts target sophisticated investors and asset allocators, maintaining a diversified client base structure.

Growth Capital Allocation Strategy Allocate capital for new product seeding, strategic growth initiatives, and opportunistic share repurchases for stockholder value.

Technology and Research Investment Continued investment in advanced technology, AI applications, and robust investment research to maintain competitive edge.

Debt Structure Modernization Refinanced credit facilities in late 2025, replacing older agreements and securing a $200.0M Delayed Draw Term Loan.

Peer Comparison

Revenue (TTM)

AAMI

$641.50M

+23.4%

CSWC

$222.04M

+35.5%

HRZN

$74.76M

+1597.6%

Gross Margin (Latest Quarter)

CSWC

100.0%

+32.7pp

AAMI

95.3%

-5.7pp

HRZN

76.9%

+27.7pp

Key Metrics

Symbol	Market Cap	P/E (TTM)	ROE (TTM)	Debt to Assets
AAMI	$2.55B	30.3	200.8%	48.2%
CSWC	$1.41B	11.6	11.7%	51.9%
HRZN	$176.95M	8.8	6.9%	56.5%

Long-Term Trends

Last 4 Quarters

Revenue

Net Income

Operating Cash Flow

4Q Revenue CAGR

9.5%

Steady Growth

4Q Net Income CAGR

34.0%

Profitability Improved

Cash Flow Stability

50%

Cash Flow Needs Attention

Deep Research

Next earnings:Jul 30, 2026

EPS:$1.02

Revenue:$170.30M

Financials

Earnings Calls

Reports

News

Income Statement

Balance Sheet

Cash Flow Statement

Ratios

% Chg.

Income Statement	LTM

No Data