AMG · Affiliated Managers Group
Affiliated Managers Group Inc (AMG)
What's happening
- AMG is up 1.39% today, trading at $394.00. — Live quote
- It's trading within 3% of its 52-week high ($395.00). (Finnhub fundamentals)
- Volume today (16,976) is well below its 3-month average of 285,300. (Finnhub fundamentals)
- Reports earnings on 2026-11-09, 18 days away. (Finnhub earnings calendar)
- Last quarter's EPS beat estimates: $8.29 actual vs. $8.00 estimated (+3.6%). (Finnhub earnings history)
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
Analyst Recommendations
Aggregate ratings for 2026-10-01 (10 analysts polled by Finnhub) — consensus count.
Performance Overview (Trailing returns vs S&P 500 benchmark)
Earnings Trends (Quarterly EPS Actual vs Estimate)
Valuation Measures & Ratios
Quarterly history (5 periods)
| Measure | Jun '26 | Mar '26 | Sep '25 | Jun '25 | Mar '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
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
Drag horizontally to zoom into a section; use Reset view to restore all observations.
Technical signal summary
Calculating from the latest year of daily price history…
Show Technical Analysis Breakdown ▾ 10 Indicators
Not investment advice — read several signals together.
Indicators None active
History limited by data provider; markers are heuristics, not signals.
Peer and sector context
Balanced evidence
A deterministic summary of sourced facts—not an AI verdict.
Potential strengths
- Revenue growth is 29.9% on the provider's reported measure. Finnhub fundamentals ↗
- Net profit margin is 37.7%. Finnhub fundamentals ↗
- Trailing 52-week price return is +59.9%. Finnhub market metrics ↗
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.
More on AMG
No accessible free API for these — links go to the source directly.
Financials
Fundamental trends
Visualized from the same SEC figures in the tables below.
Income statement
| Line item | Jun '26 | Mar '26 | Sep '25 | Jun '25 | Mar '25 | Sep '24 | Jun '24 | Mar '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 '26 | Mar '26 | Dec '25 | Sep '25 | Jun '25 | Mar '25 | Dec '24 | Sep '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 |
| Marketable securities (current) | — | — | — | — | — | — | — | — |
| Accounts receivable | — | — | — | — | — | — | — | — |
| Property, plant & equipment | $53.4M | $69.7M | $54.4M | $55.2M | $56.7M | $56.9M | $57.6M | $61.0M |
| Goodwill | $2.51B | $2.52B | $2.53B | $2.53B | $2.54B | $2.51B | $2.50B | $2.53B |
| Intangible assets | $1.58B | $1.59B | $1.64B | $1.70B | $1.72B | $1.70B | $1.78B | $1.81B |
| Other non-current assets | — | — | — | — | — | — | — | — |
| Accounts payable | — | — | — | — | — | — | — | — |
| Other current liabilities | — | — | — | — | — | — | — | — |
| Long-term debt | $3.00B | $2.92B | $2.69B | $2.37B | $2.62B | $2.62B | $2.62B | $2.62B |
| Other non-current liabilities | — | — | — | — | — | — | — | — |
| Common stock & paid-in capital | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K |
| Retained earnings | $7.91B | $7.73B | $7.62B | $7.27B | $7.06B | $6.97B | $6.90B | $6.74B |
| Accumulated other comprehensive income (loss) | — | — | — | — | — | — | — | — |
Cash flow
| Line item | Jun '26 | Mar '26 | Dec '25 | Sep '25 | Jun '25 | Mar '25 | Dec '24 | Sep '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 | — | — | — | — | — | — | — | — |
| Share-based compensation | — | — | — | $56.3M | $68.6M | $23.7M | $23.0M | $22.3M |
| Deferred income taxes | $13.1M | -$45.7M | $39.7M | $17.3M | $18.9M | $7.9M | $1.1M | $18.7M |
| Change in accounts receivable | — | — | — | — | — | — | — | — |
| Purchases of investments | $50.5M | $18.6M | $31.5M | $15.9M | $48.2M | $8.2M | $14.0M | $64.1M |
| Sales/maturities of investments | — | — | $0 | — | — | — | $400.0M | $100.0M |
| Dividends paid | — | — | — | — | — | — | — | — |
| Share repurchases | $179.7M | $185.1M | $353.1M | $75.7M | $101.3M | $176.2M | $120.3M | $104.9M |
| Debt issued | — | — | $799.3M | $100.0M | $0 | $0 | $0 | $397.6M |
| Debt repaid | — | — | $476.1M | $350.0M | $0 | $0 | $0 | $300.0M |
| Tax withholding on stock comp | — | — | $2.2M | $105.8M | — | — | $9.8M | $77.3M |
| Other financing activities | -$27.4M | -$29.2M | -$21.9M | $66.8M | -$24.7M | -$25.4M | $61.4M | -$47.6M |
Income statement
| Line item | Dec '25 | Dec '24 | Dec '23 | Dec '22 | Dec '21 |
|---|---|---|---|---|---|
| Revenue | $2.07B | $2.04B | $2.06B | $2.33B | $2.41B |
| Operating income | — | — | — | — | — |
| Net income | $716.6M | $511.6M | $672.9M | $1.15B | $565.7M |
| EPS (diluted) | $22.74 | $15.13 | $17.42 | $25.35 | $13.05 |
| EPS (basic) | $25.18 | $16.45 | $19.18 | $29.77 | $13.65 |
| Net margin | $35 | $25 | $33 | $49 | $23 |
Balance sheet
| Line item | Dec '25 | Dec '24 | Dec '23 | Dec '22 | Dec '21 |
|---|---|---|---|---|---|
| Total assets | $9.21B | $8.83B | $9.06B | $8.88B | $8.88B |
| Total liabilities | $4.79B | $4.18B | $4.10B | $4.24B | $4.49B |
| Stockholders' equity | $3.24B | $3.35B | $3.59B | $3.23B | $2.79B |
| Total current assets | — | — | — | — | — |
| Total current liabilities | — | — | — | — | — |
| Cash & equivalents | $586.0M | $950.0M | $813.6M | $429.2M | $908.5M |
| Marketable securities (current) | — | — | — | — | — |
| Accounts receivable | — | — | — | — | — |
| Property, plant & equipment | $54.4M | $57.6M | $67.3M | $68.5M | $73.9M |
| Goodwill | $2.53B | $2.50B | $2.52B | $2.65B | $2.69B |
| Intangible assets | $1.64B | $1.78B | $1.81B | $1.88B | $1.97B |
| Other non-current assets | — | — | — | — | — |
| Accounts payable | — | — | — | — | — |
| Other current liabilities | — | — | — | — | — |
| Long-term debt | $2.69B | $2.62B | $2.54B | $2.54B | $2.49B |
| Other non-current liabilities | — | — | — | — | — |
| Common stock & paid-in capital | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K |
| Retained earnings | $7.62B | $6.90B | $6.39B | $5.72B | $4.57B |
| Accumulated other comprehensive income (loss) | — | — | — | — | — |
Cash flow
| Line item | Dec '25 | Dec '24 | Dec '23 | Dec '22 | Dec '21 |
|---|---|---|---|---|---|
| Operating cash flow | $973.2M | $932.1M | $874.3M | $1.05B | $1.26B |
| Investing cash flow | -$206.1M | $379.1M | $264.5M | -$109.9M | -$583.7M |
| Financing cash flow | -$1.15B | -$1.18B | -$758.3M | -$1.40B | -$798.3M |
| Free cash flow | $967.1M | $928.7M | $861.9M | $1.04B | $1.25B |
| Capital expenditures | $6.1M | $3.4M | $12.4M | $11.4M | $8.4M |
| Depreciation & amortization | — | — | — | — | — |
| Share-based compensation | — | $111.6M | $112.1M | $113.8M | $126.7M |
| Deferred income taxes | $83.8M | $60.6M | $31.4M | $32.0M | $91.2M |
| Change in accounts receivable | — | — | — | — | — |
| Purchases of investments | $103.8M | $510.4M | $731.1M | $312.0M | $73.5M |
| Sales/maturities of investments | $0 | $825.2M | $511.1M | $0 | — |
| Share repurchases | $706.3M | $709.8M | $341.9M | $713.8M | $595.3M |
| Debt issued | $899.3M | $847.6M | $25.0M | $0 | $200.0M |
| Debt repaid | $826.1M | $750.0M | $25.0M | $60.8M | $33.0M |
| Tax withholding on stock comp | $108.0M | $87.1M | $31.4M | — | — |
| Other financing activities | -$5.2M | -$11.9M | -$23.9M | -$50.5M | -$20.4M |
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.
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
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
| Name | Title | Most Recent Transaction | Date | Shares |
|---|---|---|---|---|
| FRANQUI ANNETTE | Director | Option exercise | 2026-08-15 | 477 |
| Matos Rodriguez Felix V. | Director | Option exercise | 2026-08-15 | 654 |
| STARR LOREN M | Director | Option exercise | 2026-08-15 | 716 |
| Palandjian Tracy P. | Director | Option exercise | 2026-08-15 | 848 |
| Horgen Jay C. | President and CEO | Option exercise | 2026-06-08 | 75,000 |
| Ryan David Christopher | Director | Open market sale | 2026-05-06 | 3,402 |
| Cates G. Staley | Director | Open market purchase | 2026-05-06 | 1,500 |
| Padiyar Kavita | General Counsel & Corp. Sec. | Open market sale | 2026-03-09 | 2,200 |
| Wojcik Thomas M | President and COO | Open market sale | 2026-03-06 | 8,000 |
| RITCHEA DAVA | Chief Financial Officer | Option exercise | 2026-03-05 | 601 |
| Alvingham Karen L. | Director | Option exercise | 2026-03-05 | 867 |
Recent transactions
| Date | Insider | Title | Transaction | Shares | Price |
|---|---|---|---|---|---|
| 2026-08-15 | FRANQUI ANNETTE | Director | Option exercise | 477 | $0.00 |
| 2026-08-15 | Matos Rodriguez Felix V. | Director | Option exercise | 654 | $0.00 |
| 2026-08-15 | STARR LOREN M | Director | Option exercise | 716 | $0.00 |
| 2026-08-15 | Palandjian Tracy P. | Director | Option exercise | 848 | $0.00 |
| 2026-06-12 | Palandjian Tracy P. | Director | Option exercise | 2,958 | $82.07 |
| 2026-06-12 | Palandjian Tracy P. | Director | Tax withholding | 685 | $354.62 |
| 2026-06-08 | Horgen Jay C. | President and CEO | Option exercise | 75,000 | $74.49 |
| 2026-06-08 | Horgen Jay C. | President and CEO | Tax withholding | 39,671 | $336.62 |
| 2026-06-08 | Horgen Jay C. | President and CEO | Open market sale | 17,500 | $338.27 |
| 2026-06-01 | FRANQUI ANNETTE | Director | Open market purchase | 750 | $304.88 |
| 2026-05-08 | Matos Rodriguez Felix V. | Director | Open market sale | 1,000 | $300.18 |
| 2026-05-06 | Ryan David Christopher | Director | Open market sale | 3,402 | $305.06 |
| 2026-05-06 | Cates G. Staley | Director | Open market purchase | 1,500 | $305.83 |
| 2026-03-09 | Padiyar Kavita | General Counsel & Corp. Sec. | Open market sale | 2,200 | $278.24 |
| 2026-03-06 | Wojcik Thomas M | President and COO | Open market sale | 8,000 | $286.30 |
| 2026-03-05 | Wojcik Thomas M | President and COO | Option exercise | 7,272 | $0.00 |
| 2026-03-05 | Wojcik Thomas M | President and COO | Grant / award | 10,619 | $0.00 |
| 2026-03-05 | Wojcik Thomas M | President and COO | Tax withholding | 9,136 | $299.18 |
| 2026-03-05 | Padiyar Kavita | General Counsel & Corp. Sec. | Option exercise | 2,288 | $0.00 |
| 2026-03-05 | Padiyar Kavita | General Counsel & Corp. Sec. | Grant / award | 2,426 | $0.00 |
| 2026-03-05 | Padiyar Kavita | General Counsel & Corp. Sec. | Tax withholding | 2,282 | $299.18 |
| 2026-03-05 | Horgen Jay C. | Chief Executive Officer | Option exercise | 17,563 | $0.00 |
| 2026-03-05 | Horgen Jay C. | Chief Executive Officer | Grant / award | 27,260 | $0.00 |
| 2026-03-05 | Horgen Jay C. | Chief Executive Officer | Tax withholding | 18,333 | $299.18 |
| 2026-03-05 | RITCHEA DAVA | Chief Financial Officer | Option exercise | 601 | $0.00 |
| 2026-03-05 | RITCHEA DAVA | Chief Financial Officer | Tax withholding | 292 | $299.18 |
| 2026-03-05 | Alvingham Karen L. | Director | Option exercise | 867 | $0.00 |
| 2026-03-05 | Alvingham Karen L. | Director | Tax withholding | 67 | $299.18 |
| 2026-03-05 | Ryan David Christopher | Director | Option exercise | 867 | $0.00 |
| 2026-03-05 | STARR LOREN M | Director | Option 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
| Filed | Form | Report period | Official filing |
|---|---|---|---|
| 2026-08-18 | 4 | 2026-08-15 | View on SEC.gov → |
| 2026-08-18 | 4 | 2026-08-15 | View on SEC.gov → |
| 2026-08-18 | 4 | 2026-08-15 | View on SEC.gov → |
| 2026-08-18 | 4 | 2026-08-15 | View on SEC.gov → |
| 2026-08-07 | 10-Q | 2026-06-30 | View on SEC.gov → |
| 2026-08-03 | 4 | 2026-07-30 | View on SEC.gov → |
| 2026-08-03 | 4 | 2026-07-30 | View on SEC.gov → |
| 2026-08-03 | 4 | 2026-07-30 | View on SEC.gov → |
| 2026-08-03 | 4 | 2026-07-30 | View on SEC.gov → |
| 2026-08-03 | 4 | 2026-07-30 | View on SEC.gov → |
| 2026-08-03 | 4 | 2026-07-30 | View on SEC.gov → |
| 2026-07-30 | 8-K | 2026-07-30 | View on SEC.gov → |
Recent news
Headlines about AMG (Affiliated Managers Group). Links open the publisher — we don’t host full articles.
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Affiliated Managers Group, Inc. (AMG) Stock Forecasts
Yahoo Finance · 2026-10-21 -
2028 Mercedes-AMG GT SUV Review: Expert Insights, Pricing, and Trims
MotorTrend · 2026-10-21 -
Affiliated Managers Group (NYSE:AMG) Hits New 1-Year High - Here's What Happened
MarketBeat · 2026-10-21 -
Amg stock hits all-time high at 396.02 USD By Investing.com
Investing.com Australia · 2026-10-21 -
Mercedes-AMG GT SUV Revealed With 1,169 HP and 700 km Range
UdaipurTimes.com · 2026-10-21 -
Affiliated Managers Group, Inc. (AMG) Stock Price, News, Quote & History
Yahoo! Finance Canada · 2026-10-21 -
Form 13D/A AMG BBH Asset-Backed Credit Fund For: 20 October
Investing.com Australia · 2026-10-20 -
(AMG) as a Liquidity Pulse for Institutional Tactics
Stock Traders Daily · 2026-10-20
No headlines in this category right now — try “All”.