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Acadian Asset Management Inc. AAMI R2KR3KFINANCIAL

Financial Services · Asset Management · United States
https://www.acadian-inc.com
Company Profile ↓
$92.35
+93.31% 1Y
Mkt Cap$3.28B
P/E32.75
P/B36.15
Div. Yield0.43%
52W High$97.20
52W Low$41.74
Book Value$2.59
EPS (TTM)$2.82

Company Overview

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.

Why Investors Should Care

Strong Return on Equity

Generates a return on equity of 106.8%, reflecting efficient use of shareholder capital.

Healthy Capital Returns

Return on capital employed stands at 39.9%.

Steady Revenue Expansion

Revenue has grown at a 10.6% CAGR over the past five years.

Healthy Margins

Maintains a net profit margin of 15.2%.

Positive Free Cash Flow

Generates positive free cash flow, funding growth and shareholder returns internally.

Recent Developments

  • Dec 2025 Revenue of $563.70M (+11.5% YoY); net profit $80.00M.
  • Trailing 12 Months Year-on-year growth — revenue +45.3%, earnings +171.4%.
  • 5-Year Trend Long-term compounding — revenue CAGR 10.6%, profit CAGR -7.4%.

Growth & Price Performance

Compounded Sales Growth

5 Years:10.55%
1 Year:45.30%

Compounded Profit Growth

5 Years:-7.35%
1 Year:171.40%

Stock Price Performance

1 Year:+93.31%
6 Months:+36.57%
3 Months:+11.59%
1 Month:-1.04%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Mixed
52-Week Range 91% of range
$41.74 $97.20
Trend Signals
  • Price vs 50-DMABelow
  • Price vs 200-DMAAbove
  • RSI (14)48.84 · Neutral
Price Performance
1M-1.04%
3M+11.59%
6M+36.57%
1Y+93.31%
Valuation vs Sector

P/E of 32.75 is above the sector median of 13.55 — pricier than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Strong return on equity of 106.8%.
  • 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.

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Valuation

Stock P/E
32.75
Industry PE
13.55
Forward P/E
14.47
PEG Ratio
-
Book Value
$2.59
Price to Book
36.15
P/S
4.97
EV/EBITDA
20.27
Dividend Yield
0.43%

Growth (CAGR)

Revenue 5Y
10.55%
Profit 5Y
-7.35%
Revenue (YoY)
45.30%
Earnings (YoY)
171.40%

Profitability & Returns

ROCE
39.88%
ROE
106.77%
ROA
12.92%
Profit Margin
15.17%
Op Margin
17.61%
Gross Margin
40.85%
EPS (Latest Qtr)
$0.76
EPS (TTM)
$2.82

Balance Sheet & Liquidity

Debt/Equity
1.93
Quick Ratio
0.98
Current Ratio
1.05
Debt
$257.50M
Total Assets
$856.90M
Current Assets
$340.10M
Working Capital
$42.30M

Ownership

Promoter Holding
0.52%
Chg in Prom Hold
0.00%
FII / Inst Holding
109.25%
Chg in FII Hold
-0.08%

Financial Snapshot

Enterprise Value
$3.28B
Total Revenue (TTM)
$668.50M
EBITDA
$173.60M
Free Cash Flow
$231.09M
Operating Cash Flow
$-34.10M
Shares Outstanding
35.49M
Gross Margin
40.85%
Payout Ratio
7.80%

Peer comparison

Peer companies in the same sector (Financial Services).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 AAMI Acadian Asset Management Inc. R2KR3KFINANCIAL 92.35 32.75 $3.28B 0.43% 39.88% 106.77% 10.55% -7.35%
2 JPM JPMorgan Chase & Co. SPXR3KFINANCIAL 331.58 14.21 $881.40B 1.72% - 17.79% 12.50% 14.83%
3 BRK-B Berkshire Hathaway Inc. SPXFINANCIAL 542.19 13.64 $763.42B 0.00% - 12.12% 4.18% 9.44%
4 V Visa Inc. SPXR3KFINANCIAL 407.92 34.69 $695.14B 0.72% 37.15% 61.19% 14.33% 13.04%
5 MA Mastercard Incorporated SPXR3KFINANCIAL 623.60 34.34 $542.20B 0.62% 60.19% - 12.29% 19.21%
6 BRK-A Berkshire Hathaway Inc. FINANCIAL 813,595.00 13.64 $397.40B 0.00% - 12.12% 7.60% 10.02%
7 BAC Bank of America Corporation SPXR3KFINANCIAL 50.56 11.68 $353.55B 2.39% - 11.20% 3.14% 4.27%
8 HSBC HSBC Holdings plc FINANCIAL 90.68 12.95 $310.38B 3.65% - 13.10% 9.75% 12.72%
9 MS Morgan Stanley SPXR3KFINANCIAL 179.49 14.51 $281.90B 2.26% - 17.97% 3.76% 9.66%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Dec 2020Mar 2021Jun 2021Sep 2021Dec 2021Mar 2022Jun 2022Sep 2022Dec 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Revenue -226.40M229.60M-207.50M205.90M196.40M-142.60M170.70M178.20M-125.30M-----86.80M-91.80M96.30M107.30M105.70M109.00M123.10M119.90M127.40M144.20M172.20M167.00M185.10M
Cost of Revenue --------------------------61.50M85.20M90.00M86.30M96.60M-
Gross Profit --------------------------58.40M42.20M54.20M85.90M70.40M-
Operating Expenses --------------------------26.50M26.00M27.60M28.50M28.50M-
Operating Income 25.60M15.30M13.30M29.60M68.00M46.60M51.90M83.80M40.70M29.90M34.20M26.90M32.50M36.10M28.70M48.50M43.20M46.70M30.10M47.90M19.80M20.40M30.20M22.90M20.60M27.00M31.90M16.20M26.60M57.40M41.90M32.40M
EBITDA --------------------------41.10M33.10M43.10M64.20M44.60M-
Interest Expense --------------------------4.80M5.30M4.60M7.00M3.40M-
Pretax Income --------------------------32.10M23.60M34.40M53.10M37.60M-
Tax Provision --------------------------8.30M4.50M7.40M16.40M13.20M-
Net Income 54.80M2.50M54.20M18.80M52.70M28.00M75.40M74.30M32.60M18.90M37.20M-27.00M532.70M229.50M-23.80M28.60M17.80M-12.00M11.40M19.60M14.60M11.00M16.90M20.10M10.10M15.10M34.70M24.30M27.30M
Diluted EPS 0.520.020.510.220.540.310.840.790.380.230.462.420.336.422.760.530.530.670.420.720.280.270.460.370.290.450.540.280.420.970.680.76

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 858.00M905.00M807.00M697.90M-417.20M426.60M505.60M563.70M
Cost of Revenue -----159.60M220.70M266.40M323.00M
Gross Profit -----257.60M205.90M239.20M240.70M
Operating Expenses -----89.70M99.90M103.70M108.60M
Operating Income 71.00M83.80M222.20M131.70M-167.90M106.00M135.50M132.10M
EBITDA -----183.90M133.40M163.60M181.50M
Interest Expense -----20.50M19.60M19.40M21.70M
Pretax Income -----144.80M96.50M125.70M143.20M
Tax Provision -----44.20M29.40M38.90M36.60M
Net Income 4.20M136.40M223.90M286.70M-100.60M65.80M85.00M80.00M
Diluted EPS 0.041.262.453.49-2.331.552.222.21

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --1.55B1.42B1.38B-518.70M611.40M703.20M677.00M
Current Assets ------245.70M293.70M266.20M305.80M
Cash & Equivalents ------108.40M146.80M94.80M101.20M
Inventory ----------
Receivables ------122.50M143.40M164.70M178.50M
Total Liabilities --1.38B1.22B994.80M-540.30M561.90M616.10M593.00M
Current Liabilities ------35.90M41.90M41.70M263.50M
Long Term Debt --393.30M568.80M400.00M394.90M273.50M273.90M274.30M-
Total Debt ------349.30M346.30M341.60M261.40M
Total Equity 165.00M127.30M134.20M114.50M384.40M--21.60M40.20M20.00M60.60M
Shares Outstanding ------41.44M41.37M37.48M35.71M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 139.70M195.10M-138.50M90.50M-116.80M68.30M55.80M-2.40M
Investing Cash Flow 54.80M17.40M9.00M270.00M--13.00M-43.90M-50.10M15.70M
Financing Cash Flow -96.40M-67.40M-95.00M-77.40M--233.70M1.80M-54.40M12.10M
Capital Expenditure ------16.10M-13.80M-9.90M-11.90M
Free Cash Flow -----100.70M54.50M45.90M-14.30M
Net Change in Cash ------129.90M26.20M-48.70M25.40M

Ratios (Annual)

Figures in %.

Metric Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 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
0.52%
Institutions
109.25%
Public Float
109.82%

Top Institutional Holders

#Holder% HeldSharesValue
1 PAULSON & CO. INC. 16.46% 5.84M $547.57M
2 Blackrock Inc. 12.64% 4.49M $420.43M
3 Jennison Associates LLC 4.30% 1.53M $143.05M
4 Invesco Ltd. 3.88% 1.38M $128.99M
5 Empyrean Capital Partners, LP 3.69% 1.31M $122.57M
6 State Street Corporation 3.45% 1.22M $114.74M
7 Vanguard Capital Management LLC 3.32% 1.18M $110.25M
8 Geode Capital Management, LLC 2.73% 969.72K $90.87M
9 Dimensional Fund Advisors LP 2.57% 911.67K $85.43M
10 Woodline Partners LP 2.49% 883.54K $82.80M

Analyst View

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Latest News

Recent headlines for AAMI

Yahoo Finance hu, 22 Oct 2026

Acadian Asset Management (AAMI) Earnings Expected to Grow: Should You Buy?

Acadian Asset Management (AAMI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Yahoo Finance hu, 22 Oct 2026

Implied Volatility Surging for Acadian Asset Management Stock Options

Investors need to pay close attention to AAMI stock based on the movements in the options market lately.

Yahoo Finance hu, 15 Oct 2026

Are Finance Stocks Lagging Acadian Asset Management Inc. (AAMI) This Year?

Here is how Acadian Asset Management (AAMI) and Grupo Aval Acciones y Valores S.A. (AVAL) have performed compared to their sector so far this year.

Yahoo Finance hu, 15 Oct 2026

Canoe Financial launches quantitative investment solutions sub-advised by Acadian Asset Management

CALGARY, Alberta, Oct. 15, 2026 (GLOBE NEWSWIRE) -- Canoe Financial LP (“Canoe Financial”) announces the expansion of its equity fund lineup with the launch of Canoe Quantitative Global Equity Fund and Canoe Quantitative International Equit…

Yahoo Finance Wed, 14 Oct 2026

Acadian Asset Management Inc. to Report Financial and Operating Results for the Third Quarter Ended September 30, 2026

BOSTON, October 14, 2026--Acadian Asset Management Inc. (NYSE: AAMI) will announce its financial and operating results for the third quarter ended September 30, 2026, on Thursday, October 29, 2026. The Company will announce its results thro…

Yahoo Finance ue, 22 Sep 2026

Acadian Asset Management (AAMI) Shares Just Moved, So What Is Driving Attention?

Acadian Asset Management (AAMI) has caught investor attention after a sharp one day move of 3.7%, adding to gains over the past week and over the past 3 months. That move comes on top of a strong run for Acadian Asset Management, with the s…

AAMI — Frequently Asked Questions

What is the current share price of Acadian Asset Management Inc. (AAMI)?

As of 2026-10-23 16:27 PDT, Acadian Asset Management Inc. (AAMI) trades at $92.35 on NYSE. Its 52-week range is $41.74 to $97.20.

What is the market capitalisation of AAMI?

Acadian Asset Management Inc. (AAMI) has a market capitalisation of $3.28B on NYSE.

What is the P/E ratio of AAMI?

AAMI trades at a trailing price-to-earnings (P/E) ratio of 32.75. The industry average P/E is 13.55. Its price-to-book (P/B) ratio is 36.15.

Does AAMI pay a dividend?

Acadian Asset Management Inc. (AAMI) currently offers a dividend yield of 0.43%.

What is the return on equity (ROE) of AAMI?

AAMI has a return on equity (ROE) of 106.77%. Its return on capital employed (ROCE) is 39.88%.

Is AAMI a good stock to buy?

This page provides a data-driven analysis of Acadian Asset Management Inc. (AAMI), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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