Affiliated Managers Group Stock Analysis

AMG Stock  USD 275.37  2.04  0.74%   
Affiliated Managers Group is undervalued with Real Value of 308.32 and Target Price of 316.43. The main objective of Affiliated Managers stock analysis is to determine its intrinsic value, which is an estimate of what Affiliated Managers Group is worth, separate from its market price. There are two main types of Affiliated Managers' stock analysis: fundamental analysis and technical analysis.
The Affiliated Managers stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and Affiliated Managers' ongoing operational relationships across important fundamental and technical indicators.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Affiliated Managers Group. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in industry.

Affiliated Stock Analysis Notes

About 98.0% of the company shares are held by institutions such as insurance companies. The book value of Affiliated Managers was presently reported as 118.14. The company has Price/Earnings To Growth (PEG) ratio of 0.65. Affiliated Managers recorded earning per share (EPS) of 16.7. The entity last dividend was issued on the 13th of November 2025. The firm had 3:2 split on the 30th of March 2004. 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. 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. Affiliated Managers operates under Asset Management classification in the United States and is traded on New York Stock Exchange. It employs 4050 people. For more info on Affiliated Managers Group please contact Jay Horgen at 800-345-1100 or go to https://www.amg.com.

Affiliated Managers Quarterly Total Revenue

528 Million

Affiliated Managers Investment Alerts

Over 98.0% of the company shares are held by institutions such as insurance companies
On 28th of November 2025 Affiliated Managers paid $ 0.01 per share dividend to its current shareholders
Latest headline from benzinga.com: Looking Into Affiliated Managers Group Incs Recent Short Interest

Affiliated Managers Upcoming and Recent Events

5th of February 2024
Upcoming Quarterly Report
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6th of May 2024
Next Financial Report
View
31st of December 2023
Next Fiscal Quarter End
View
5th of February 2024
Next Fiscal Year End
View
30th of September 2023
Last Quarter Report
View
31st of December 2022
Last Financial Announcement
View

Affiliated Largest EPS Surprises

Earnings surprises can significantly impact Affiliated Managers' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
1998-02-10
1997-12-310.030.050.0266 
1999-07-21
1999-06-300.240.270.0312 
1998-07-22
1998-06-300.20.230.0315 
View All Earnings Estimates

Affiliated Managers Environmental, Social, and Governance (ESG) Scores

Affiliated Managers' ESG score is a quantitative measure that evaluates Affiliated Managers' performance and commitment regarding environmental, social, and governance (ESG) factors. These scores are becoming increasingly crucial in investment decision-making processes, providing insights into non-financial aspects of Affiliated Managers' operations that may have significant financial implications and affect Affiliated Managers' stock price as well as guide investors towards more socially responsible investments.

Affiliated Managers Thematic Classifications

In addition to having Affiliated Managers stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
FinTech Idea
FinTech
A collection of large financial service, investment, and banking companies

Affiliated Stock Institutional Investors

Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Lyrical Asset Management Lp2025-06-30
539 K
Geode Capital Management, Llc2025-06-30
504.4 K
Lsv Asset Management2025-06-30
476.2 K
Channing Capital Management, Llc2025-06-30
430.5 K
Norges Bank2025-06-30
364.8 K
Allianz Asset Management Ag2025-06-30
342.9 K
Northern Trust Corp2025-06-30
335.2 K
Balyasny Asset Management Llc2025-06-30
311.4 K
Charles Schwab Investment Management Inc2025-06-30
311.4 K
Blackrock Inc2025-06-30
2.8 M
Vanguard Group Inc2025-06-30
2.8 M
Note, although Affiliated Managers' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Affiliated Market Capitalization

The company currently falls under 'Mid-Cap' category with a total capitalization of 7.88 B.

Affiliated Profitablity

The company has Net Profit Margin of 0.26 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.29 %, which entails that for every 100 dollars of revenue, it generated $0.29 of operating income.
Last ReportedProjected for Next Year
Return On Tangible Assets 0.11  0.08 
Return On Capital Employed 0.09  0.14 
Return On Assets 0.06  0.04 
Return On Equity 0.15  0.10 

Management Efficiency

Affiliated Managers has Return on Asset of 0.0356 % which means that on every $100 spent on assets, it made $0.0356 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1622 %, implying that it generated $0.1622 on every 100 dollars invested. Affiliated Managers' management efficiency ratios could be used to measure how well Affiliated Managers manages its routine affairs as well as how well it operates its assets and liabilities. The Affiliated Managers' current Return On Capital Employed is estimated to increase to 0.14, while Return On Tangible Assets are projected to decrease to 0.08. At this time, Affiliated Managers' Intangibles To Total Assets are most likely to slightly decrease in the upcoming years. The Affiliated Managers' current Debt To Assets is estimated to increase to 0.31, while Non Current Assets Total are projected to decrease to roughly 4.5 B.
Last ReportedProjected for Next Year
Book Value Per Share 149.48  156.95 
Tangible Book Value Per Share 11.77  12.36 
Enterprise Value Over EBITDA 6.75  9.60 
Price Book Value Ratio 1.72  3.25 
Enterprise Value Multiple 6.75  9.60 
Price Fair Value 1.72  3.25 
Enterprise Value4.7 BB
Affiliated Managers has shown resilience through effective management strategies. Our analysis examines how these strategies influence financial outcomes and investor returns which helps in understanding the stock's long-term potential.
Dividend Yield
0.0001
Operating Margin
0.2879
Profit Margin
0.2601
Forward Dividend Yield
0.0001
Beta
1.223

Technical Drivers

As of the 15th of December 2025, Affiliated Managers shows the risk adjusted performance of 0.108, and Mean Deviation of 1.25. Affiliated Managers technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices. Please confirm Affiliated Managers downside deviation, treynor ratio, expected short fall, as well as the relationship between the variance and potential upside to decide if Affiliated Managers is priced correctly, providing market reflects its regular price of 275.37 per share. Given that Affiliated Managers has jensen alpha of 0.1661, we suggest you to validate Affiliated Managers Group's prevailing market performance to make sure the company can sustain itself at a future point.

Affiliated Managers Price Movement Analysis

The output start index for this execution was thirty-five with a total number of output elements of twenty-six. The Mid-point Price over period is an average of Affiliated Managers highest and lowest prices attained during the given period.

Affiliated Managers Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Affiliated Managers insiders, such as employees or executives, is commonly permitted as long as it does not rely on Affiliated Managers' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Affiliated Managers insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
 
Tracy Palandjian over two weeks ago
Disposition of 3499 shares by Tracy Palandjian of Affiliated Managers subject to Rule 16b-3
 
Alvingham Karen L. over a month ago
Disposition of 560 shares by Alvingham Karen L. of Affiliated Managers at 69.63 subject to Rule 16b-3
 
Tracy Palandjian over three months ago
Disposition of 1117 shares by Tracy Palandjian of Affiliated Managers subject to Rule 16b-3
 
Jay Horgen over three months ago
Disposition of 75000 shares by Jay Horgen of Affiliated Managers at 74.49 subject to Rule 16b-3
 
Kavita Padiyar over three months ago
Disposition of 17407 shares by Kavita Padiyar of Affiliated Managers at 179.17 subject to Rule 16b-3
 
Tracy Palandjian over six months ago
Disposition of 1361 shares by Tracy Palandjian of Affiliated Managers at 86.78 subject to Rule 16b-3
 
Kavita Padiyar over six months ago
Disposition of 74085 shares by Kavita Padiyar of Affiliated Managers at 73.81 subject to Rule 16b-3
 
Kavita Padiyar over six months ago
Disposition of 74085 shares by Kavita Padiyar of Affiliated Managers at 73.81 subject to Rule 16b-3
 
Kavita Padiyar over six months ago
Disposition of 74085 shares by Kavita Padiyar of Affiliated Managers at 73.81 subject to Rule 16b-3
 
Kavita Padiyar over six months ago
Disposition of 74085 shares by Kavita Padiyar of Affiliated Managers at 73.81 subject to Rule 16b-3
 
Kavita Padiyar over six months ago
Disposition of 74085 shares by Kavita Padiyar of Affiliated Managers at 73.81 subject to Rule 16b-3
 
Kavita Padiyar over six months ago
Disposition of 74085 shares by Kavita Padiyar of Affiliated Managers at 73.81 subject to Rule 16b-3

Affiliated Managers Outstanding Bonds

Affiliated Managers issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Affiliated Managers uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Affiliated bonds can be classified according to their maturity, which is the date when Affiliated Managers Group has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Affiliated Managers Predictive Daily Indicators

Affiliated Managers intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Affiliated Managers stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Affiliated Managers Corporate Filings

8K
11th of December 2025
Report filed with the SEC to announce major events that shareholders should know about
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10th of December 2025
Other Reports
ViewVerify
8th of December 2025
Other Reports
ViewVerify
F4
28th of November 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
13th of November 2025
Other Reports
ViewVerify
F4
12th of November 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
7th of November 2025
Other Reports
ViewVerify
10Q
6th of November 2025
Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations
ViewVerify

Affiliated Managers Forecast Models

Affiliated Managers' time-series forecasting models are one of many Affiliated Managers' stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Affiliated Managers' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About Affiliated Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Affiliated Managers prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Affiliated shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Affiliated Managers. By using and applying Affiliated Stock analysis, traders can create a robust methodology for identifying Affiliated entry and exit points for their positions.
Last ReportedProjected for Next Year
Pretax Profit Margin 0.45  0.23 
Operating Profit Margin 0.35  0.27 
Net Profit Margin 0.25  0.26 
Gross Profit Margin 0.55  0.76 

Current Affiliated Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Affiliated analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Affiliated analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
316.43Buy7Odds
Affiliated Managers Group current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Affiliated analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Affiliated stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Affiliated Managers, talking to its executives and customers, or listening to Affiliated conference calls.
Affiliated Analyst Advice Details

Affiliated Stock Analysis Indicators

Affiliated Managers Group stock analysis indicators help investors evaluate how Affiliated Managers stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Affiliated Managers shares will generate the highest return on investment. By understating and applying Affiliated Managers stock analysis, traders can identify Affiliated Managers position entry and exit signals to maximize returns.
Begin Period Cash Flow813.6 M
Total Stockholder Equity3.3 B
Net Borrowings97.6 M
Property Plant And Equipment Net57.6 M
Cash And Short Term InvestmentsB
Cash950 M
50 Day M A252.4188
Net Interest Income-133.3 M
Total Current Liabilities639.1 M
Forward Price Earnings9.7087
Investments379.1 M
Interest Expense133.3 M
Stock Based Compensation111.6 M
Long Term Debt2.6 B
Common Stock Shares Outstanding36.1 M
Total Cashflows From Investing Activities379.1 M
Tax Provision182.6 M
Quarterly Earnings Growth Y O Y0.818
Net Debt1.7 B
Other Operating Expenses1.3 B
Non Current Assets Total7.4 B
Liabilities And Stockholders Equity8.8 B
Non Currrent Assets Other288.7 M

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When running Affiliated Managers' price analysis, check to measure Affiliated Managers' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Affiliated Managers is operating at the current time. Most of Affiliated Managers' value examination focuses on studying past and present price action to predict the probability of Affiliated Managers' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Affiliated Managers' price. Additionally, you may evaluate how the addition of Affiliated Managers to your portfolios can decrease your overall portfolio volatility.
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