Acadian Asset Management Inc. AAMI R2K
Financial Services · Asset Management · United States
Acadian Asset Management Inc. is a publicly owned asset management holding company. The firm provides its services to individuals and institutions. It manages separate client focused portfolios through its subsidiaries. The firm also launches equity mutual funds for its clients. It invests in public equity, fixed income, and alternative investment markets through its subsidiaries. The firm was founded in 1980 is based Boston, Massachusetts. It was formally known as BrightSphere Investment Group plc. Acadian Asset Management Inc. was formed in 1980 and is based in Boston, Massachusetts.
READ MORE ›$72.31
+140.81% 1Y
Market & Price
Market Cap
$2.58B
Current Price
$72.31
High / Low (52W)
$75.48 / $29.55
Beta
1.33
Valuation
Stock P/E
30.77
Industry PE
12.01
Forward P/E
12.64
PEG Ratio
-
Book Value
$2.17
Price to Book
33.25
P/S
4.22
EV/EBITDA
17.91
Dividend Yield
0.55%
Profitability & Returns
ROCE
39.88%
ROE
111.73%
ROA
12.66%
Profit Margin
13.79%
Op Margin
25.09%
EPS (Latest Qtr)
$0.68
EPS (TTM)
$2.35
Balance Sheet & Liquidity
Debt/Equity
3.47
Quick Ratio
2.34
Current Ratio
2.50
Debt
$344.50M
Total Assets
$677.00M
Current Assets
$305.80M
Working Capital
$42.30M
Ownership
Promoter Holding
0.62%
Chg in Prom Hold
-
FII / Inst Holding
104.07%
Chg in FII Hold
0.01%
Financial Snapshot
Enterprise Value
$2.81B
Total Revenue (TTM)
$610.80M
EBITDA
$157.10M
Free Cash Flow
$120.80M
Operating Cash Flow
$1.50M
Shares Outstanding
35.63M
Gross Margin
41.21%
Payout Ratio
5.53%
Growth (CAGR)
Revenue 5Y
10.55%
Profit 5Y
-7.35%
Revenue (YoY)
39.30%
Earnings (YoY)
26.40%
PROS
- Strong return on equity of 111.7%.
- Healthy ROCE of 39.9%.
- Compounding revenue at 10.6% over 5 years.
- Generates positive free cash flow.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
- Earnings shrank at -7.4% CAGR over 5 years.
* The pros and cons are auto-generated from financial metrics.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth
No fundamental data available for this stock.
Figures from the latest reported periods. CAGR is computed across the displayed window (quarterly CAGR is annualised assuming 4 quarters per year).
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAMI Acadian Asset Management Inc. R2K | 72.31 | 30.77 | $2.58B | 0.55% | 39.88% | 111.73% | 10.55% | -7.35% |
| 2 | JPM JPMorgan Chase & Co. SPX | 299.31 | 14.33 | $802.00B | 2.00% | - | 16.47% | 12.50% | 14.83% |
| 3 | V Visa Inc. SPX | 326.36 | 28.48 | $620.65B | 0.82% | 38.38% | 60.35% | 10.92% | 10.28% |
| 4 | MA Mastercard Incorporated SPX | 493.98 | 28.57 | $436.47B | 0.70% | 61.47% | - | 13.82% | 14.66% |
| 5 | MS Morgan Stanley SPX | 208.00 | 18.84 | $328.08B | 1.92% | - | 16.39% | 9.52% | 15.20% |
| 6 | GS The Goldman Sachs Group, Inc. SPX | 1,025.56 | 18.73 | $302.55B | 1.76% | - | 14.55% | 7.16% | 15.11% |
| 7 | WFC Wells Fargo & Company SPX | 77.54 | 11.98 | $237.29B | 2.32% | - | 12.03% | 4.02% | 15.98% |
| 8 | BLK BlackRock, Inc. SPX | 1,046.88 | 26.32 | $162.51B | 2.19% | 4.89% | 11.90% | 10.65% | 2.36% |
| 9 | SCHW The Charles Schwab Corporation SPX | 87.35 | 17.37 | $151.91B | 1.47% | - | 19.08% | 4.83% | 7.21% |
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Quarterly Results
Figures in USD.
| Metric | Mar 2018 | Jun 2018 | Sep 2018 | Dec 2018 | Mar 2019 | Jun 2019 | Sep 2019 | Dec 2019 | Mar 2020 | Jun 2020 | Sep 2020 | Dec 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Dec 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Dec 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | 226.40M | 229.60M | - | 207.50M | 205.90M | 196.40M | - | 142.60M | 170.70M | 178.20M | - | 125.30M | - | - | - | - | - | 86.80M | - | 91.80M | 96.30M | 107.30M | 105.70M | 109.00M | 123.10M | 119.90M | 127.40M | 144.20M | 172.20M | 167.00M |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 61.50M | 85.20M | 90.00M | 86.30M | 96.60M |
| Gross Profit | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 58.40M | 42.20M | 54.20M | 85.90M | 70.40M |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 26.50M | 26.00M | 27.60M | 28.50M | 28.50M |
| Operating Income | 25.60M | 15.30M | 13.30M | 29.60M | 68.00M | 46.60M | 51.90M | 83.80M | 40.70M | 29.90M | 34.20M | 26.90M | 32.50M | 36.10M | 28.70M | 48.50M | 43.20M | 46.70M | 30.10M | 47.90M | 19.80M | 20.40M | 30.20M | 22.90M | 20.60M | 27.00M | 31.90M | 16.20M | 26.60M | 57.40M | 41.90M |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 41.10M | 33.10M | 43.10M | 64.20M | 44.60M |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 4.80M | 5.30M | 4.60M | 7.00M | 3.40M |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 32.10M | 23.60M | 34.40M | 53.10M | 37.60M |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 8.30M | 4.50M | 7.40M | 16.40M | 13.20M |
| Net Income | 54.80M | 2.50M | 54.20M | 18.80M | 52.70M | 28.00M | 75.40M | 74.30M | 32.60M | 18.90M | 37.20M | - | 27.00M | 532.70M | 229.50M | - | 23.80M | 28.60M | 17.80M | - | 12.00M | 11.40M | 19.60M | 14.60M | 11.00M | 16.90M | 20.10M | 10.10M | 15.10M | 34.70M | 24.30M |
| Diluted EPS | 0.52 | 0.02 | 0.51 | 0.22 | 0.54 | 0.31 | 0.84 | 0.79 | 0.38 | 0.23 | 0.46 | 2.42 | 0.33 | 6.42 | 2.76 | 0.53 | 0.53 | 0.67 | 0.42 | 0.72 | 0.28 | 0.27 | 0.46 | 0.37 | 0.29 | 0.45 | 0.54 | 0.28 | 0.42 | 0.97 | 0.68 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 858.00M | 905.00M | 807.00M | 697.90M | - | 417.20M | 426.60M | 505.60M | 563.70M |
| Cost of Revenue | - | - | - | - | - | 159.60M | 220.70M | 266.40M | 323.00M |
| Gross Profit | - | - | - | - | - | 257.60M | 205.90M | 239.20M | 240.70M |
| Operating Expenses | - | - | - | - | - | 89.70M | 99.90M | 103.70M | 108.60M |
| Operating Income | 71.00M | 83.80M | 222.20M | 131.70M | - | 167.90M | 106.00M | 135.50M | 132.10M |
| EBITDA | - | - | - | - | - | 183.90M | 133.40M | 163.60M | 181.50M |
| Interest Expense | - | - | - | - | - | 20.50M | 19.60M | 19.40M | 21.70M |
| Pretax Income | - | - | - | - | - | 144.80M | 96.50M | 125.70M | 143.20M |
| Tax Provision | - | - | - | - | - | 44.20M | 29.40M | 38.90M | 36.60M |
| Net Income | 4.20M | 136.40M | 223.90M | 286.70M | - | 100.60M | 65.80M | 85.00M | 80.00M |
| Diluted EPS | 0.04 | 1.26 | 2.45 | 3.49 | - | 2.33 | 1.55 | 2.22 | 2.21 |
Compounded Sales Growth
| 5 Years: | 10.55% |
| 1 Year: | 39.30% |
Compounded Profit Growth
| 5 Years: | -7.35% |
| 1 Year: | 26.40% |
Stock Price Performance
| 1 Year: | +140.81% |
| 6 Months: | +61.44% |
| 3 Months: | +34.52% |
| 1 Month: | +11.11% |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 1.55B | 1.42B | 1.38B | - | 518.70M | 611.40M | 703.20M | 677.00M |
| Current Assets | - | - | - | - | - | - | 245.70M | 293.70M | 266.20M | 305.80M |
| Cash & Equivalents | - | - | - | - | - | - | 108.40M | 146.80M | 94.80M | 101.20M |
| Inventory | - | - | - | - | - | - | - | - | - | - |
| Receivables | - | - | - | - | - | - | 122.50M | 143.40M | 164.70M | 178.50M |
| Total Liabilities | - | - | 1.38B | 1.22B | 994.80M | - | 540.30M | 561.90M | 616.10M | 593.00M |
| Current Liabilities | - | - | - | - | - | - | 35.90M | 41.90M | 41.70M | 263.50M |
| Long Term Debt | - | - | 393.30M | 568.80M | 400.00M | 394.90M | 273.50M | 273.90M | 274.30M | - |
| Total Debt | - | - | - | - | - | - | 349.30M | 346.30M | 341.60M | 261.40M |
| Total Equity | 165.00M | 127.30M | 134.20M | 114.50M | 384.40M | - | -21.60M | 40.20M | 20.00M | 60.60M |
| Shares Outstanding | - | - | - | - | - | - | 41.44M | 41.37M | 37.48M | 35.71M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | 139.70M | 195.10M | -138.50M | 90.50M | - | 116.80M | 68.30M | 55.80M | -2.40M |
| Investing Cash Flow | 54.80M | 17.40M | 9.00M | 270.00M | - | -13.00M | -43.90M | -50.10M | 15.70M |
| Financing Cash Flow | -96.40M | -67.40M | -95.00M | -77.40M | - | -233.70M | 1.80M | -54.40M | 12.10M |
| Capital Expenditure | - | - | - | - | - | -16.10M | -13.80M | -9.90M | -11.90M |
| Free Cash Flow | - | - | - | - | - | 100.70M | 54.50M | 45.90M | -14.30M |
| Net Change in Cash | - | - | - | - | - | -129.90M | 26.20M | -48.70M | 25.40M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - | 61.7% | 48.3% | 47.3% | 42.7% |
| Operating Margin % | 8.3% | 9.3% | 27.5% | 18.9% | - | 40.2% | 24.8% | 26.8% | 23.4% |
| Net Margin % | 0.5% | 15.1% | 27.7% | 41.1% | - | 24.1% | 15.4% | 16.8% | 14.2% |
| ROE % | 3.3% | 101.6% | 195.5% | 74.6% | - | -465.7% | 163.7% | 425.0% | 132.0% |
| ROCE % | - | - | - | - | - | 34.8% | 18.6% | 20.5% | 31.9% |
Shareholding Pattern
Insiders
0.62%
Institutions
104.07%
Public Float
104.71%
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | PAULSON & CO. INC. | 21.73% | 7.74M | $559.92M |
| 2 | Blackrock Inc. | 12.84% | 4.57M | $330.76M |
| 3 | Jennison Associates LLC | 5.68% | 2.02M | $146.23M |
| 4 | Empyrean Capital Partners, LP | 3.67% | 1.31M | $94.60M |
| 5 | State Street Corporation | 3.39% | 1.21M | $87.45M |
| 6 | Vanguard Capital Management LLC | 3.25% | 1.16M | $83.80M |
| 7 | Dimensional Fund Advisors LP | 2.54% | 904.55K | $65.41M |
| 8 | Vanguard Portfolio Management LLC | 2.48% | 883.91K | $63.92M |
| 9 | Impax Asset Management Group plc | 2.31% | 823.32K | $59.53M |
| 10 | Geode Capital Management, LLC | 2.10% | 747.82K | $54.08M |
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Analyst aggregate. Targets and ratings update periodically; not investment advice.
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