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Buy Day today: Neutral (53) Mixed market breadth · no major macro event

Affiliated Managers Group, Inc. (AMG)

Financial Services Asset Management
366.70 $
+0.3% vs. previous close
Closing price · As of: 31. Jul 2026
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This stock currently matches 16 of our scanner strategies — each hit links to the scanner.

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Trading Day

Previous Close
365.50$
Open
366.10$
Day High
375.40$
Day Low
365.00$
Volume
232,397shares

Key levels of the most recently completed trading day — not a live quote.

52-Week Range

52-Week Low 52-Week High
207.10 $ 379.60 $
08/01/2025 07/15/2026

Current price 366.70 $ — 93% of the range above the low.

Lowest and highest closing price over the last 52 weeks. The marker shows where the current price sits within that range: close to the high speaks for strength, close to the low for weakness.

Basics

Market Cap
9.9$B
Shares Outstanding
26Mio.
Float
96.2%
Beta
1.1

Performance

Perf. 1M
13.00%
Perf. 3M
27.30%
Perf. 6M
17.60%
YTD Performance (%)
21.50%
52-Week-High Distance
-6.5%
Perf. 1Y
74.77%
Perf. 3Y
164.69%
Perf. 5Y
131.74%
Perf. 10Y
158.09%
Perf. Since Inception
2,044.32%

Technical Indicators

MA 38 Days
354.30$
MA 50 Days
343.80$
MA 200 Days
299.60$
RSI (14)
56.6
Volatility 30 Days
35.7%
Volatility 250 Days
32.8%

Calculated from the price history · as of 08/03/2026

Valuation

P/E
15.1
Forward P/E
10.5
PEG
0.9
P/B
3.1
P/S
4.2
EV/EBITDA
7.3
Price/FCF
9.2

Profitability

Gross Margin
50.3%
EBIT Margin
22.1%
Net Margin
37.7%
Return on Equity
21.8%
Return on Assets
3.4%

Balance Sheet & Safety

Equity Ratio
32.9%
Debt/Equity
0.9
Altman Z″
7.66
Piotroski
7 out of 9

Growth

Sales Growth Last Quarter
9.70%
EPS Growth Last Quarter
73.60%
Sales Growth (Year)
19.83%
Forward Sales Growth
11.06%
Forward EPS Growth
12.60%

Dividend

Dividend Yield
0.01%
Dividend Per Share (TTM)
0.04$
Payout Ratio
0.1%
Years Without a Cut
4Years
Increase Streak
0Years

Quality & Screener

Stage
2
RS Rating
82
EPS Rating
82
Piotroski
7 out of 9
Fundamental Rating
B (65 out of 100)
Altman Z″
7.66

AI Rating

Threatened

AMG nennt generative KI im Geschäftsbericht 2025 ausdrücklich als Entwicklung, die Nachfrage und Zahlungsbereitschaft der Kunden für Anlageprodukte senken kann, und führt zusätzlich das KI-Regulierungsumfeld als Risiko für Wachstumsaussichten und Geschäft — ein eigenes KI-Produkt verkauft der Konzern nicht.

View the full file — quotes, sources, reviewed filings
„technological developments, including financial applications and services based on generative artificial intelligence, machine-learning algorithms, and large language models („AI“), may over time reduce the demand for, or clients’ willingness to pay for, certain products and services"

technologische Entwicklungen, darunter Finanzanwendungen und -dienste auf Basis generativer künstlicher Intelligenz, maschineller Lernverfahren und großer Sprachmodelle („KI“), könnten mit der Zeit die Nachfrage nach bestimmten Produkten und Dienstleistungen verringern oder die Bereitschaft der Kunden senken, dafür zu zahlen

10-K · 2026-02-17 · View SEC filing
„Failure by us to effectively manage the development and use of AI, our competitors’ development or use of AI, and an evolving AI regulatory environment could have an adverse effect on our growth prospects, reputation, or business and results of operations."

Ein Versäumnis, die Entwicklung und Nutzung von KI wirksam zu steuern, die Entwicklung oder Nutzung von KI durch unsere Wettbewerber sowie ein sich wandelndes KI-Regulierungsumfeld könnten sich nachteilig auf unsere Wachstumsaussichten, unseren Ruf oder unser Geschäft und unsere Ergebnisse auswirken.

10-K · 2026-02-17 · View SEC filing

Filings Reviewed: 10-K 2026-02-17 · 10-Q 2026-05-07 · 10-Q 2025-11-06 · 10-Q 2025-08-07 · 10-Q 2025-05-08 · 10-K 2025-02-14

Rated on July 27, 2026 · How the Rating Is Built

Growth Score

8 of 10 Growth gem

Ten checks against the annual reports — each one passed counts a point.

  • Revenue grows by more than 15% a year over three years 1.6% failed
  • More than 10% revenue growth is expected for the coming year 11.1% passed
  • Share count grows by less than 3% a year -12.3% passed
  • Revenue growth plus cash-flow margin add up to at least 40 ("Rule of 40") 60.9% passed
  • Gross margin at 40% or higher and without meaningful erosion 86.0% passed
  • Goodwill from acquisitions does not grow faster than revenue 27.5% passed
  • Net debt below twice EBITDA 1.4 x EBITDA passed
  • Operating cash flow covers the profits of the last three years 916 m passed
  • Return on capital at 15% or higher, or up versus two years ago 9.3% passed
  • Insiders hold at least 10% or are net buyers 4.1% failed

A criterion without figures counts neither as passed nor as failed; a score is only produced from 7 judgeable criteria upwards. Source: fundamental data. All ten criteria in detail

Analysts & Price Target

Current Price 366.70 $
Price Target (average) 429.00 $

The price target sits 17.0% above the current price.

Consensus
Sell
Analyst Ratings
7
Distribution of Recommendations
Strong Buy 3
Buy 1
Hold 3
Sell 0
Strong Sell 0

Combined picture of the price targets and recommendations of every analyst covering the stock. Price targets are expectations for the next 12 months, not promises — and they often follow the price rather than predict it.

Estimates by Fiscal Year

Estimates by Fiscal Year
Fiscal Year EPS Estimate ($) EPS Range ($) Revenue Estimate ($M) Expected Growth Analysts
12/31/2026 36.79 35.61 – 37.28 2,478 41.2% 5
12/31/2027 29.17 26.33 – 32.85 2,717 12.9% 3

Average of the analyst estimates for the coming fiscal years. The range shows how far the most optimistic and the most cautious estimate sit apart — the wider it is, the less certain the expectation.

Revenue & Profit

Cash Flow

Balance Sheet

Margins

Per Share

Click the chart or tab into it, then use ← and → to step through the periods.

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The figures could not be loaded right now.

Sales Per Quarter ($M)
2024: Q4 · 524.3 $M Q4 2025: Q1 · 496.6 $M Q1 2025: Q2 · 493.2 $M Q2 2025: Q3 · 528.0 $M Q3 2025: Q4 · 800.4 $M Q4 2026: Q1 · 544.9 $M Q1

Source: fundamental data

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Quarterly Figures

Quarterly Figures
Quarter EPS (Earnings Per Share) EPS YoY (%) Sales ($M) Sales YoY (%) Net Margin (%) OCF ($M) FCF ($M)
2024: Q4 4.50 -5.20 524 4.30 30.90 213 211
2025: Q1 2.22 -40.50 497 -0.70 14.60 209 207
2025: Q2 2.61 21.20 493 -1.40 17.10 231 229
2025: Q3 6.44 82.30 528 2.20 40.20 277 276
2025: Q4 11.03 145.10 800 52.70 43.40 267 265
2026: Q1 4.01 80.80 545 9.70 20.30 303 300
What Do These Terms Mean?
EPS (Earnings Per Share):
Quarterly profit divided by the total share count — how much of the profit works out to a single share.
YoY (Year over Year):
Change versus the same quarter a year ago — this is how you compare without seasonal distortion (e.g. the holiday shopping season).
Sales:
All revenue for the quarter, before any costs are deducted — the top line of the income statement.
Net Margin:
What percentage of sales is left over as profit in the end. Negative means the company is posting a loss.
OCF (Operating Cash Flow):
The cash that actually flows into the till from the core business during the quarter — harder to dress up than book profit.
FCF (Free Cash Flow):
Operating cash flow minus capital expenditures — the money that's genuinely free to use, say for paying down debt, buybacks, or dividends.

Annual Figures

Annual Figures
Fiscal Year Revenue ($M) EBIT ($M) Net Income ($M) EPS ($) Operating Cash Flow ($M) Equity ($M) Total Assets ($M)
2016 2,195 705 473 8.29 1,050 5,100 8,749
2017 2,305 1,108 690 11.77 1,170 5,390 8,702
2018 2,378 767 244 4.53 1,141 4,969 8,219
2019 2,240 754 16 0.31 484 4,416 7,654
2020 2,028 663 202 4.33 -1,695 3,989 7,889
2021 2,412 966 566 12.63 1,251 4,385 8,876
2022 2,330 805 1,146 23.39 1,057 4,641 8,881
2023 2,058 731 673 15.95 874 3,588 9,060
2024 2,041 707 512 14.17 932 3,345 8,831
2025 2,446 777 717 21.72 1,011 3,238 9,207

Fiscal years from the audited annual reports, oldest first. EBIT is the operating profit before interest and taxes; total assets are everything the company owns.

About the Company

Affiliated Managers Group, Inc. ist über ihre verbundenen Unternehmen ein Investmentmanagement-Unternehmen, das Investmentmanagement-Dienste für Investmentfonds, institutionelle Kunden, Privatkunden und vermögende Privatpersonen in den USA anbietet.

Employees5,600
HeadquartersWest Palm Beach, FL
Address777 South Flagler Drive, 33401 West Palm Beach, United States
Phone800-345-1100
Websiteamg.com
IPO Date21. Nov 1997
ISINUS0082521081
Stock Split3:2 on 03/30/2004

Management

Management
Name Title Birth Year
Dava Elaine Ritchea Chief Financial Officer 1985
Kavita Padiyar General Counsel & Corporate Secretary 1983
Aaron M. Galis MD & Chief Accounting Officer
Stephen T. Pruell MD & Chief Information Officer

Executives per the latest required filings; titles kept in their original language. Source: fundamental data.

Chart

Interactive price chart (TradingView).

Data as of: July 31, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)

Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.

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