AMG · Affiliated Managers Group

NEW YORK STOCK EXCHANGE, INC. - BOATS Real Time Price • USD

Affiliated Managers Group Inc (AMG)

NEW YORK STOCK EXCHANGE, INC. Financial Services
Move probability → Options chain →
$394.00 +5.41 (+1.39%)
● At close: October 21 at 4:00:00 PM EDT
DAY'S RANGE $394.00
$390.02 $395.60
52-WEEK RANGE $394.00
$234.23 $395.00

What's happening

Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.

Key Statistics

Market Cap$10.18B
P/E (TTM1)11.87
EPS2 (TTM)$27.91
Div Yield0.03%
Beta31.07
Volume16,976
Open392.49
Prev Close388.59
Bid / Ask340.48 / 0.00
Next Earnings 2026-11-09

Analyst Recommendations

Strong buy 4 Buy 5 Hold 1 Sell 0 Strong sell 0

Aggregate ratings for 2026-10-01 (10 analysts polled by Finnhub) — consensus count.

Performance Overview (Trailing returns vs S&P 500 benchmark)

YTD RETURN
AMG +34.85%
vs S&P 500 +22.07%
1-YEAR RETURN
AMG +59.91%
vs S&P 500 +45.35%
6-MONTH RETURN
AMG +29.84%
3-MONTH RETURN
AMG +14.14%

Valuation Measures & Ratios

Enterprise Value4$12.75B
Forward P/E58.76
PEG Ratio60.69
Price / Sales (TTM1)4.48
Price / Book72.94
EV4 / Revenue5.62
EV4 / EBITDA20.39
Profit Margin37.72%
Operating Margin21.52%
Return on Equity (ROE8)26.95%
Return on Assets (ROA9)9.27%
Avg Volume (3M)285,300
Quarterly history (5 periods)
Measure Jun '26Mar '26Sep '25Jun '25Mar '25
Market cap $9.05B $7.94B $7.37B $5.91B $5.52B
P/E 15.25 16.55 14.95 16.58 13.10
Price/Sales 4.10 3.85 3.62 2.94 2.74
Price/Book 2.98 2.57 2.20 1.82 1.73
EV/Revenue 5.27 5.08 4.55 4.07 3.64
ROE 19.52% 15.52% 14.74% 11.00% 13.23%
ROA 6.31% 5.10% 5.52% 4.05% 4.84%

Trailing-twelve-month ratios computed from SEC EDGAR quarterly figures and historical daily close prices (Alpaca). Diluted shares are derived from Net income ÷ EPS (diluted) for each quarter, not separately reported. Forward P/E/PEG unavailable (no free data source).

Glossary — what these abbreviations mean
1. TTM
Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
2. EPS
Earnings per share — net income divided by diluted shares outstanding.
3. Beta
A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
4. EV (Enterprise Value)
Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
5. Forward P/E
Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
6. PEG Ratio
P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
7. Price / Book
Share price divided by book value (assets minus liabilities) per share.
8. ROE
Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
9. ROA
Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
10. MRQ
Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
11. YoY
Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.

Short Interest

Shares Short1,009,113
Change from Prior Settlement-2.92%
% of Float—
Days to Cover (Short Ratio)3.02

Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-09-30. Reported bi-monthly with a reporting lag — not real-time.

Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.

Price history

Events

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Technical signal summary

Calculating from the latest year of daily price history…

Calculating…
Show Technical Analysis Breakdown ▾ 10 Indicators

Not investment advice — read several signals together.

Indicators None active

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Starter sets
Trend
Oscillators
Volume/volatility
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History limited by data provider; markers are heuristics, not signals.

Peer and sector context

No reviewed peer group is available for this symbol.

Balanced evidence

A deterministic summary of sourced facts—not an AI verdict.

Potential strengths

Potential concerns

  • Latest SEC filing is Form 4, filed 2026-08-18; review it for current changes and risks. SEC EDGAR ↗

Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.

Financials

Income statement

Line item Jun '26Mar '26Sep '25Jun '25Mar '25Sep '24Jun '24Mar '24
Revenue $640.7M $544.9M $528.0M $493.2M $496.6M $516.4M $500.3M $499.9M
Operating income — — — — — — — —
Net income $185.9M $110.4M $212.4M $84.3M $72.4M $123.6M $76.0M $149.8M
EPS (diluted) $6.95 $3.84 $6.87 $2.80 $2.20 $3.78 $2.26 $4.14
EPS (basic) $7.05 $4.12 $7.47 $2.96 $2.48 $4.11 $2.42 $4.56
Net margin $29 $20 $40 $17 $15 $24 $15 $30

Balance sheet

Line item Jun '26Mar '26Dec '25Sep '25Jun '25Mar '25Dec '24Sep '24
Total assets $9.40B $9.40B $9.21B $8.93B $8.81B $8.71B $8.83B $8.90B
Total liabilities $5.20B $5.15B $4.79B $4.39B $4.33B $4.25B $4.18B $4.23B
Stockholders' equity $3.04B $3.09B $3.24B $3.34B $3.24B $3.19B $3.35B $3.32B
Total current assets — — — — — — — —
Total current liabilities — — — — — — — —
Cash & equivalents $411.0M $376.1M $586.0M $476.1M $361.0M $816.5M $950.0M $1.01B

Cash flow

Line item Jun '26Mar '26Dec '25Sep '25Jun '25Mar '25Dec '24Sep '24
Operating cash flow $239.0M $299.3M $256.4M $277.1M $230.8M $208.9M $212.5M $265.2M
Investing cash flow $9.7M -$229.0M $52.5M $270.7M -$493.7M -$35.6M $8.5M $55.8M
Financing cash flow -$211.7M -$277.3M -$200.1M -$430.2M -$201.5M -$316.9M -$271.8M -$188.0M
Free cash flow $239.0M $295.5M $254.5M $275.9M $229.4M $207.3M $211.4M $264.5M
Capital expenditures $0 $3.8M $1.9M $1.2M $1.4M $1.6M $1.1M $700.0K
Depreciation & amortization — — — — — — — —

Source: SEC EDGAR XBRL filings (10-Q/10-K), as originally tagged by the company. Quarterly cash flow is reconstructed by de-cumulating fiscal-year-to-date figures (how cash flow is tagged in 10-Qs); other quarterly lines are reported directly.

Institutional holders

SEC Form 13F filers holding AMG as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.

Institutional ownership is not available for this symbol right now.

Insider activity

Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.

Source: SEC EDGAR Form 4 filings · checked 25 most recent filings · covers 2026-03-05 to 2026-08-15

Recent transactions

  • Insiders have net sold 19,652 shares over the last 182 days, across 2 purchases and 3 sales.
  • Most recent: FRANQUI ANNETTE (Director) — Option exercise of 477 shares on 2026-08-15.

Deterministic template sentences filled in from the SEC Form 4 figures in the tables below -- not an AI-written summary, no live model call.

Insider purchases & sales, last 6 months

Purchases (open market)2,250 sh(2 txns)
Sales (open market)21,902 sh(3 txns)
Net Shares-19,652

Counts only open-market purchases (code P) and sales (code S) — grants, option exercises, tax withholding, and gifts are excluded since they aren't a market buy/sell decision.

Insider roster

NameTitleMost Recent TransactionDateShares
FRANQUI ANNETTEDirectorOption exercise2026-08-15477
Matos Rodriguez Felix V.DirectorOption exercise2026-08-15654
STARR LOREN MDirectorOption exercise2026-08-15716
Palandjian Tracy P.DirectorOption exercise2026-08-15848
Horgen Jay C.President and CEOOption exercise2026-06-0875,000
Ryan David ChristopherDirectorOpen market sale2026-05-063,402
Cates G. StaleyDirectorOpen market purchase2026-05-061,500
Padiyar KavitaGeneral Counsel & Corp. Sec.Open market sale2026-03-092,200
Wojcik Thomas MPresident and COOOpen market sale2026-03-068,000
RITCHEA DAVAChief Financial OfficerOption exercise2026-03-05601
Alvingham Karen L.DirectorOption exercise2026-03-05867

Recent transactions

DateInsiderTitleTransactionSharesPrice
2026-08-15FRANQUI ANNETTEDirectorOption exercise 477$0.00
2026-08-15Matos Rodriguez Felix V.DirectorOption exercise 654$0.00
2026-08-15STARR LOREN MDirectorOption exercise 716$0.00
2026-08-15Palandjian Tracy P.DirectorOption exercise 848$0.00
2026-06-12Palandjian Tracy P.DirectorOption exercise 2,958$82.07
2026-06-12Palandjian Tracy P.DirectorTax withholding 685$354.62
2026-06-08Horgen Jay C.President and CEOOption exercise 75,000$74.49
2026-06-08Horgen Jay C.President and CEOTax withholding 39,671$336.62
2026-06-08Horgen Jay C.President and CEOOpen market sale 17,500$338.27
2026-06-01FRANQUI ANNETTEDirectorOpen market purchase 750$304.88
2026-05-08Matos Rodriguez Felix V.DirectorOpen market sale 1,000$300.18
2026-05-06Ryan David ChristopherDirectorOpen market sale 3,402$305.06
2026-05-06Cates G. StaleyDirectorOpen market purchase 1,500$305.83
2026-03-09Padiyar KavitaGeneral Counsel & Corp. Sec.Open market sale 2,200$278.24
2026-03-06Wojcik Thomas MPresident and COOOpen market sale 8,000$286.30
2026-03-05Wojcik Thomas MPresident and COOOption exercise 7,272$0.00
2026-03-05Wojcik Thomas MPresident and COOGrant / award 10,619$0.00
2026-03-05Wojcik Thomas MPresident and COOTax withholding 9,136$299.18
2026-03-05Padiyar KavitaGeneral Counsel & Corp. Sec.Option exercise 2,288$0.00
2026-03-05Padiyar KavitaGeneral Counsel & Corp. Sec.Grant / award 2,426$0.00
2026-03-05Padiyar KavitaGeneral Counsel & Corp. Sec.Tax withholding 2,282$299.18
2026-03-05Horgen Jay C.Chief Executive OfficerOption exercise 17,563$0.00
2026-03-05Horgen Jay C.Chief Executive OfficerGrant / award 27,260$0.00
2026-03-05Horgen Jay C.Chief Executive OfficerTax withholding 18,333$299.18
2026-03-05RITCHEA DAVAChief Financial OfficerOption exercise 601$0.00
2026-03-05RITCHEA DAVAChief Financial OfficerTax withholding 292$299.18
2026-03-05Alvingham Karen L.DirectorOption exercise 867$0.00
2026-03-05Alvingham Karen L.DirectorTax withholding 67$299.18
2026-03-05Ryan David ChristopherDirectorOption exercise 867$0.00
2026-03-05STARR LOREN MDirectorOption exercise 652$0.00

Recent SEC filings

Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.

Source: SEC EDGAR submissions · updated 2026-10-22 02:15 UTC

FiledFormReport periodOfficial filing
2026-08-1842026-08-15 View on SEC.gov →
2026-08-1842026-08-15 View on SEC.gov →
2026-08-1842026-08-15 View on SEC.gov →
2026-08-1842026-08-15 View on SEC.gov →
2026-08-0710-Q2026-06-30 View on SEC.gov →
2026-08-0342026-07-30 View on SEC.gov →
2026-08-0342026-07-30 View on SEC.gov →
2026-08-0342026-07-30 View on SEC.gov →
2026-08-0342026-07-30 View on SEC.gov →
2026-08-0342026-07-30 View on SEC.gov →
2026-08-0342026-07-30 View on SEC.gov →
2026-07-308-K2026-07-30 View on SEC.gov →

Headlines about AMG (Affiliated Managers Group). Links open the publisher — we don’t host full articles.

SEC filings ↓

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