YOLFTbeta
Affiliated Managers Group, Inc.

Affiliated Managers Group, Inc.

AMG · NYSE · Financial Services / Asset Management

394.79USD+1.34 (+0.34%)

Price History

Full chart

Market Stats

Previous Close393.45
Open396.50
Day Range388.21 – 397.68
52-Week Range230.07 – 392.91
Volume164.60K
Market Cap9.59B
P/E (TTM)12.85
Forward P/E8.80
EPS28.84
Dividend Yield0.01%
Beta1.10
50-Day Avg362.69
200-Day Avg320.62

About

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.

Company Details

  • SectorFinancial Services
  • IndustryAsset Management
  • CEOMr. Jay C. Horgen
  • Employees5.60K
  • Headquarters777 South Flagler Drive, West Palm Beach, FL, United States, 33401, USA
  • Websitehttps://www.amg.com

Leadership

  • Mr. Jay C. HorgenPresident, CEO & Director · b. 1971
  • Ms. Dava Elaine RitcheaChief Financial Officer · b. 1985
  • Ms. Kavita PadiyarGeneral Counsel & Corporate Secretary · b. 1983
  • Mr. Aaron M. GalisMD & Chief Accounting Officer
  • Mr. Stephen T. PruellMD & Chief Information Officer
  • Patricia FigueroaVice President of Investor Relations
  • Ms. Ann ImesManaging Director of Human Resources
  • Mr. John R. EricksonVice Chair of Affiliate Engagement & Capital Formation · b. 1971
  • Ms. Laura M. ThompsonManaging Director of Taxation
  • Mr. Benjamin LangilleMD & Head of Affiliate Transactions

Financials

Income Statement

Currency: USD1996-12-311997-12-311998-12-311999-12-312000-12-312001-12-312002-12-312003-12-312004-12-312005-12-312006-12-312007-12-312008-12-312009-12-312010-12-312011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-312025-12-31
Total Revenue50.40M95.30M238.49M518.70M458.71M408.21M482.54M495.03M660.00M916.49M1.17B1.37B1.16B841.84M1.36B1.70B1.81B2.19B2.51B2.48B2.19B2.31B2.38B2.24B2.03B2.41B2.33B2.06B2.04B2.45B
Growth (%)-+89.09%+150.26%+117.49%-11.57%-11.01%+18.21%+2.59%+33.32%+38.86%+27.70%+17.05%-15.45%-27.32%+61.34%+25.52%+5.91%+21.23%+14.72%-1.05%-11.67%+5.03%+3.18%-5.84%-9.47%+18.98%-3.43%-11.67%-0.82%+19.83%
Cost of Revenue2.30M45.20M6.28M226.70M185.04M11.14M15.97M16.06M16.71M21.50M472.40M579.37M516.89M402.58M594.50M718.80M784.70M947.50M1.03B1.03B932.40M979.00M987.20M943.00M883.70M1.05B1.07B907.50M915.30M341.40M
Gross Profit48.10M50.10M232.22M292.00M273.67M397.07M466.57M478.97M643.29M895.00M697.95M790.50M641.32M439.26M763.70M986.00M1.02B1.24B1.48B1.46B1.26B1.33B1.39B1.30B1.14B1.37B1.26B1.15B1.13B2.10B
Gross Margin95.44%52.57%97.37%56.29%59.66%97.27%96.69%96.76%97.47%97.65%59.64%57.71%55.37%52.18%56.23%57.84%56.54%56.71%58.96%58.64%57.51%57.53%58.49%57.89%56.41%56.60%54.00%55.90%55.15%86.04%
Operating Expense41.00M27.50M139.42M79.40M99.24M242.78M270.74M281.46M375.41M559.94M244.04M455.45M282.72M199.41M389.70M499.90M620.40M607.20M665.20M332.90M556.90M218.10M624.20M542.60M481.00M399.40M452.90M419.50M418.90M1.33B
Operating Income7.10M22.60M92.80M212.60M174.44M154.29M195.83M197.51M267.88M335.06M453.91M335.06M358.60M239.85M374.00M486.10M400.40M634.10M815.20M1.12B705.30M1.11B767.00M754.00M662.80M965.90M805.20M730.80M706.70M776.80M
Operating Margin14.09%23.71%38.91%40.99%38.03%37.80%40.58%39.90%40.59%36.56%38.78%24.46%30.96%28.49%27.54%28.51%22.18%28.97%32.47%45.24%32.14%48.07%32.25%33.67%32.69%40.04%34.56%35.51%34.63%31.76%
EBITDA16.10M31.20M112.90M238.70M205.46M192.75M219.79M223.21M296.23M369.98M492.92M380.40M271.57M369.49M544.00M666.50M792.30M1.12B1.26B1.31B1.20B1.26B931.00M550.00M760.30M1.30B1.93B1.28B1.10B1.49B
EBITDA Margin31.94%32.74%47.34%46.02%44.79%47.22%45.55%45.09%44.88%40.37%42.12%27.77%23.45%43.89%40.05%39.10%43.88%51.39%50.15%52.88%54.50%54.73%39.14%24.56%37.50%54.09%82.77%62.03%53.84%61.07%
Net Income-2.40M-8.40M25.60M72.20M56.66M49.99M55.94M60.53M77.15M119.07M151.28M181.96M-1.32M59.47M138.60M164.90M174.00M360.50M433.90M509.50M472.80M689.50M243.60M15.70M202.20M565.70M1.15B672.90M511.60M716.60M
Net Income Margin-4.76%-8.81%10.73%13.92%12.35%12.25%11.59%12.23%11.69%12.99%12.93%13.28%-0.11%7.06%10.20%9.67%9.64%16.47%17.28%20.51%21.54%29.91%10.24%0.70%9.97%23.45%49.19%32.70%25.07%29.30%
R&D--------------0000000.440.460.30.140.250.470.740.52--
R&D as % of Total Revenue--------------0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%--
Interest Expense00000025.22M22.98M31.73M37.43M58.80M76.92M81.42M78.13M91.10M101.10M83.00M119.00M106.70M88.90M91.70M87.80M80.60M76.20M92.30M111.40M114.40M123.80M133.30M136.50M
Interest Expense % of Total Revenue0.00%0.00%0.00%0.00%0.00%0.00%5.23%4.64%4.81%4.08%5.02%5.62%7.03%9.28%6.71%5.93%4.60%5.44%4.25%3.58%4.18%3.81%3.39%3.40%4.55%4.62%4.91%6.02%6.53%5.58%

Balance Sheet

Currency: USD1996-12-311997-12-311998-12-311999-12-312000-12-312001-12-312002-12-312003-12-312004-12-312005-12-312006-12-312007-12-312008-12-312009-12-312010-12-312011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-312025-12-31
Total Assets101.30M457.00M605.33M909.07M793.73M1.16B1.24B1.52B1.93B2.32B2.67B3.40B3.25B3.39B5.29B5.22B6.19B6.32B7.71B7.78B8.75B8.70B8.22B7.65B7.89B8.88B8.88B9.06B8.83B9.21B
Total Liabilities60.80M180.80M267.53M372.29M273.14M581.91M640.63M863.64M1.14B1.36B1.90B2.60B1.94B1.54B2.50B2.27B2.67B2.53B3.41B3.40B3.65B3.31B3.25B3.24B3.90B4.49B4.24B4.10B4.18B4.79B
Total Equity37.00M259.70M313.70M477.99M493.91M543.34M571.86M614.77M707.69M817.38M499.22M469.20M1.09B1.11B1.80B1.87B2.08B2.13B4.30B4.38B5.10B5.39B4.97B4.42B3.99B4.38B4.64B3.59B3.35B3.24B
Cash6.80M22.80M23.73M53.88M31.61M73.43M27.71M253.33M140.28M140.42M201.73M222.95M396.43M259.49M313.33M449.50M430.40M469.60M550.60M563.80M430.80M439.50M565.50M539.60M1.04B908.50M429.20M813.60M950.00M586.00M
Total Debt40.80M159.50M213.30M175.30M151.80M452.89M471.37M435.08M868.44M965.48M1.08B1.20B233.51M456.98M882.10M685.60M1.63B1.38B1.89B1.96B2.17B1.91B1.88B2.24B2.35B2.53B2.57B2.54B2.62B2.69B
Net Debt34.00M136.70M189.56M121.42M120.19M379.47M443.66M181.75M728.16M825.06M877.13M974.63M-162.92M197.49M568.79M236.10M1.20B914.10M1.34B1.33B1.68B1.42B1.26B1.25B1.27B1.58B2.11B1.72B1.67B2.11B

Cash Flow

Currency: USD1996-12-311997-12-311998-12-311999-12-312000-12-312001-12-312002-12-312003-12-312004-12-312005-12-312006-12-312007-12-312008-12-312009-12-312010-12-312011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-312025-12-31
Operating Cash Flow6.20M16.20M45.40M89.10M153.71M96.17M127.30M116.52M177.89M204.08M293.30M313.89M507.96M242.93M481.20M708.50M633.20M957.10M1.44B1.21B1.05B1.17B1.14B484.20M-1.70B1.25B1.06B874.30M932.10M1.01B
Investing Cash Flow-29.20M-327.30M-72.70M-112.90M-111.73M-343.67M-138.92M-44.83M-478.27M-82.03M-165.08M-580.75M-93.61M-181.50M-973.80M-67.70M-802.30M-50.30M-1.27B-324.50M-1.33B13.80M-18.20M-24.40M-53.70M-583.70M-109.90M264.50M379.10M-243.80M
Financing Cash Flow15.70M327.10M28.20M54.00M-63.96M289.27M-34.15M153.70M215.24M-122.27M-75.08M272.55M-238.34M-202.27M545.00M-503.80M146.20M-869.10M-77.60M-857.70M200.90M-1.19B-983.10M-934.70M-455.00M-798.00M-1.40B-758.30M-1.18B-1.15B
Capital Expenditure900.00K1.60M4.30M6.10M6.24M7.23M6.15M23.89M6.98M14.52M21.51M16.82M9.55M2.57M8.76M16.10M20.00M24.00M19.20M38.20M20.20M18.50M18.70M9.60M8.00M8.00M11.40M12.40M3.40M6.10M
Free Cash Flow5.30M14.60M41.10M83.00M147.48M88.94M121.15M92.63M170.91M189.56M279.49M309.83M498.41M240.64M471.90M692.40M613.20M933.10M1.42B1.18B1.03B1.15B1.12B474.60M-1.70B1.24B1.05B861.90M928.70M1.00B
Dividends Paid------------252.29M119.56M101.05M172.90M970.00M760.00M1.75B1.25B1.35B44.90M64.40M65.30M16.00M1.00M1.60M1.50M1.40M1.00M
FCF to OCF85.48%90.12%90.53%93.15%95.94%92.48%95.17%79.50%96.08%92.88%95.29%98.71%98.12%99.06%98.07%97.73%96.84%97.49%98.66%96.85%98.08%98.42%98.36%98.02%100.47%99.36%98.92%98.58%99.64%99.40%
Dividend Paid to FCF------------50.62%49.68%21.41%24.97%158.19%81.45%123.19%106.66%131.06%3.90%5.74%13.76%-0.94%0.08%0.15%0.17%0.15%0.10%

Earnings

Report DateFeb 10, 1998Apr 29, 1998Jul 22, 1998Oct 20, 1998Jan 27, 1999Apr 21, 1999Jul 21, 1999Oct 20, 1999Jan 26, 2000Apr 20, 2000Jul 20, 2000Oct 19, 2000Jan 25, 2001Apr 25, 2001Jul 25, 2001Oct 24, 2001Jan 23, 2002Apr 24, 2002Jul 24, 2002Oct 23, 2002Jan 29, 2003Apr 23, 2003Jul 23, 2003Oct 22, 2003Jan 28, 2004Apr 28, 2004Jul 28, 2004Oct 27, 2004Jan 26, 2005Apr 27, 2005Jul 27, 2005Oct 26, 2005Jan 25, 2006Apr 26, 2006Jul 26, 2006Oct 25, 2006Jan 24, 2007Apr 25, 2007Jul 25, 2007Oct 24, 2007Jan 30, 2008Apr 23, 2008Jul 23, 2008Oct 22, 2008Jan 28, 2009Apr 29, 2009Jul 29, 2009Oct 28, 2009Feb 1, 2010Apr 27, 2010Jul 27, 2010Oct 26, 2010Feb 1, 2011Apr 26, 2011Jul 26, 2011Oct 25, 2011Jan 31, 2012May 1, 2012Jul 31, 2012Oct 31, 2012Jan 29, 2013Apr 30, 2013Jul 30, 2013Nov 5, 2013Feb 4, 2014Apr 29, 2014Jul 29, 2014Nov 3, 2014Jan 27, 2015Apr 28, 2015Jul 28, 2015Nov 9, 2015Feb 2, 2016May 3, 2016Aug 1, 2016Oct 31, 2016Jan 30, 2017May 1, 2017Jul 31, 2017Oct 30, 2017Jan 29, 2018Apr 30, 2018Jul 30, 2018Oct 29, 2018Feb 4, 2019May 6, 2019Jul 29, 2019Oct 28, 2019Feb 3, 2020Apr 27, 2020Jul 27, 2020Oct 26, 2020Feb 8, 2021May 3, 2021Jul 28, 2021Nov 1, 2021Feb 7, 2022May 2, 2022Aug 1, 2022Nov 7, 2022Feb 6, 2023May 1, 2023Jul 26, 2023Nov 6, 2023Feb 5, 2024May 6, 2024Jul 29, 2024Nov 4, 2024Feb 6, 2025May 8, 2025Jul 31, 2025Nov 3, 2025Feb 12, 2026May 1, 2026Jul 30, 2026Nov 2, 2026
EPS Estimate0.030.160.200.200.260.230.240.300.470.380.400.430.650.590.620.610.610.720.620.700.730.740.760.820.860.920.980.961.071.121.121.181.291.261.291.341.721.411.491.552.101.461.421.241.210.930.961.041.321.141.261.481.961.621.661.541.731.561.651.872.432.032.102.153.102.372.602.713.452.903.012.873.602.923.013.003.713.193.243.364.523.893.593.423.513.263.183.144.093.082.712.853.684.243.853.915.814.343.973.917.044.154.233.746.005.244.604.846.035.095.295.888.848.077.858.58
EPS Actual0.050.170.230.200.320.270.270.301.280.610.630.660.670.590.630.610.630.720.950.720.750.740.770.830.860.921.000.961.081.121.131.181.421.271.301.341.791.431.521.562.151.461.431.311.300.941.001.051.361.141.351.502.021.601.711.551.761.581.661.912.552.272.182.193.662.482.652.763.552.913.082.933.612.943.063.023.803.213.333.414.683.923.613.453.533.263.333.164.523.162.743.274.224.284.034.006.104.654.034.217.284.184.454.086.865.374.674.826.535.205.396.109.488.238.29-
Surprise66.67%6.25%15.00%0.00%23.08%17.39%12.50%0.00%172.34%60.53%57.50%53.49%3.08%0.00%1.61%0.00%3.28%0.00%53.23%2.86%2.74%0.00%1.32%1.22%0.00%0.00%2.04%0.00%0.93%0.00%0.89%0.00%10.08%0.79%0.78%0.00%4.07%1.42%2.01%0.65%2.38%0.00%0.70%5.65%7.44%1.08%4.17%0.96%3.03%0.00%7.14%1.35%3.06%-1.23%3.01%0.65%1.73%1.28%0.61%2.14%4.94%11.82%3.81%1.86%18.06%4.64%1.92%1.84%2.90%0.34%2.33%2.09%0.28%0.68%1.66%0.67%2.43%0.63%2.78%1.49%3.54%0.77%0.56%0.88%0.57%0.00%4.72%0.64%10.51%2.60%1.11%14.74%14.67%0.94%4.68%2.30%4.99%7.14%1.51%7.67%3.41%0.72%5.20%9.09%14.33%2.48%1.52%-0.41%8.29%2.16%1.89%3.74%7.24%1.98%5.61%-
TimingPre-marketPre-marketPre-marketPre-market-------------Pre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-market

Key Statistics & Ratios

Market Cap9.59B
Enterprise Value12.06B
Trailing P/E12.85
Forward P/E8.80
PEG Ratio0.61
Price / Sales4.22
Price / Book3.12
EPS28.84
Book Value116.85
Revenue (TTM)2.27B
Gross Profit (TTM)1.14B
EBITDA625.60M
Profit Margin37.72%
Operating Margin30.36%
Return on Equity24.26%
Return on Assets3.12%
Shares Outstanding25.86M
Shares Float24.85M
Beta1.10
Dividend Yield0.01%
Dividend Rate0.04
Payout Ratio0.12%

Analyst Ratings

Buy
Based on 7 analystsTarget 437.57
  • Strong Buy
    3
  • Buy
    1
  • Hold
    3

Ownership Breakdown

Institutions
100.57%
Insiders
4.23%
Retail / Other
0.00%

Top Institutional Holders

  • BlackRock Inc
    2.87M11.09%
  • Morgan Stanley - Brokerage Accounts
    1.73M6.70%
  • Vanguard Portfolio Management, LLC
    1.36M5.26%
  • Vanguard Capital Management, LLC
    1.17M4.54%
  • Boston Partners Global Investors, Inc
    1.00M3.87%
  • Ariel Investments, LLC
    999.68K3.87%
  • State Street Corp
    926.73K3.58%
  • Millennium Management LLC
    875.12K3.38%
  • Fuller & Thaler Asset Management Inc
    760.21K2.94%
  • Dimensional Fund Advisors, Inc.
    670.20K2.59%
  • Geode Capital Management, LLC
    635.78K2.46%
  • LSV Asset Management
    533.61K2.06%
  • Lyrical Asset Management LP
    472.89K1.83%
  • Allianz Asset Management AG
    453.99K1.76%

Top Fund Holders

  • iShares Core S&P Mid-Cap ETF
    925.09K3.58%
  • FullerThaler Behavioral Sm-Cp Eq R6
    815.79K3.15%
  • Vanguard MStar Total Stk Mkt Idx Invest
    795.92K3.08%
  • Eaton Vance Atlanta Capital SMID-Cap I
    769.40K2.98%
  • JHancock Disciplined Value Mid Cap I
    676.82K2.62%
  • Vanguard Small Cap Index
    577.30K2.23%

Dividends

20263×
0.01Aug 10, 20260.01May 11, 20260.01Feb 23, 2026
20254×
0.01Nov 13, 20250.01Aug 11, 20250.01May 19, 20250.01Feb 18, 2025
20244×
0.01Nov 14, 20240.01Aug 8, 20240.01May 15, 20240.01Feb 14, 2024
20234×
0.01Nov 15, 20230.01Aug 4, 20230.01May 10, 20230.01Feb 15, 2023
20224×
0.01Nov 16, 20220.01Aug 10, 20220.01May 11, 20220.01Feb 16, 2022
20214×
0.01Nov 9, 20210.01Aug 5, 20210.01May 12, 20210.01Feb 17, 2021
20201×
0.01Nov 4, 2020

Stock Splits

  • Mar 30, 20043:2