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Affiliated Managers Group, Inc. AMG R3KFINANCIAL

Financial Services · Asset Management · United States
https://www.amg.com
Company Profile ↓
$360.22
+61.30% 1Y
Mkt Cap$9.32B
P/E12.64
P/B3.05
Div. Yield0.01%
52W High$383.41
52W Low$216.82
Book Value$116.85
EPS (TTM)$28.49

Company Overview

Affiliated Managers Group, Inc., through its affiliates, operates as an investment management company providing investment management services to mutual funds, institutional clients,retails and high net worth individuals in the United States. It provides advisory or sub-advisory services to mutual funds. These funds are distributed to retail, high net worth and institutional clients directly and through intermediaries, including independent investment advisors, retirement plan sponsors, broker-dealers, major fund marketplaces, and bank trust departments. The company also offers investment products in various investment styles in the institutional distribution channel, including small, small/mid, mid, and large capitalization value and growth equity, and emerging markets. In addition, it offers quantitative, alternative, and fixed income products, and manages assets for foundations and endowments, defined benefit, and defined contribution plans for corporations and municipalities. Affiliated Managers Group provides investment management or customized investment counseling and fiduciary services. Affiliated Managers Group, Inc. was formed in 1993 and is based in West Palm Beach, Florida with additional offices in Prides Crossing, Massachusetts; Stamford, Connecticut; London, United Kingdom; Dubai, United Arab Emirates; Sydney, Australia; Hong Kong; Tokyo, Japan, Zurich, Switzerland and Delaware.

Why Investors Should Care

Strong Return on Equity

Generates a return on equity of 24.3%, reflecting efficient use of shareholder capital.

Consistent Profit Growth

Net profit has compounded at 28.8% per year over the last five years.

Reasonable Valuation

Trades at a P/E of 12.6, below the sector median of 12.9.

Healthy Margins

Maintains a net profit margin of 37.7%.

Positive Free Cash Flow

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

Recent Developments

  • Dec 2025 Revenue of $2.07B (+1.6% YoY); net profit $716.60M.
  • Trailing 12 Months Year-on-year growth — revenue +29.9%, earnings +148.2%.
  • 5-Year Trend Long-term compounding — revenue CAGR -0.6%, profit CAGR 28.8%.

Growth & Price Performance

Compounded Sales Growth

5 Years:-0.62%
1 Year:29.90%

Compounded Profit Growth

5 Years:28.80%
1 Year:148.20%

Stock Price Performance

1 Year:+61.30%
6 Months:+27.96%
3 Months:+7.01%
1 Month:-2.56%

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

Technical Snapshot Mixed
52-Week Range 86% of range
$216.82 $383.41
Trend Signals
  • Price vs 50-DMABelow
  • Price vs 200-DMAAbove
  • RSI (14)47.52 · Neutral
Price Performance
1M-2.56%
3M+7.01%
6M+27.96%
1Y+61.30%
Valuation vs Sector

P/E of 12.64 is below the sector median of 12.89 — relatively cheaper 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 24.3%.
  • Excellent profit margin of 37.7%.
  • Profit CAGR of 28.8% over 5 years.
  • Generates positive free cash flow.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

  • Revenue declined at -0.6% CAGR over 5 years.

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
12.64
Industry PE
12.89
Forward P/E
8.42
PEG Ratio
0.62
Book Value
$116.85
Price to Book
3.05
P/S
4.05
EV/EBITDA
21.06
Dividend Yield
0.01%

Growth (CAGR)

Revenue 5Y
-0.62%
Profit 5Y
28.80%
Revenue (YoY)
29.90%
Earnings (YoY)
148.20%

Profitability & Returns

ROCE
12.54%
ROE
24.26%
ROA
3.12%
Profit Margin
37.72%
Op Margin
30.36%
Gross Margin
50.27%
EPS (Latest Qtr)
$6.95
EPS (TTM)
$28.49

Balance Sheet & Liquidity

Debt/Equity
0.76
Quick Ratio
101.31
Current Ratio
101.31
Debt
$3.20B
Total Assets
$9.40B
Current Assets
-
Working Capital
-

Ownership

Promoter Holding
4.23%
Chg in Prom Hold
0.01%
FII / Inst Holding
100.53%
Chg in FII Hold
-0.28%

Financial Snapshot

Enterprise Value
$9.32B
Total Revenue (TTM)
$2.27B
EBITDA
$625.60M
Free Cash Flow
$277.18M
Operating Cash Flow
$1.07B
Shares Outstanding
25.86M
Gross Margin
50.27%
Payout Ratio
0.14%

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 AMG Affiliated Managers Group, Inc. R3KFINANCIAL 360.22 12.64 $9.32B 0.01% 12.54% 24.26% -0.62% 28.80%
2 JPM JPMorgan Chase & Co. SPXR3KFINANCIAL 353.51 15.15 $939.70B 1.72% - 17.79% 12.50% 14.83%
3 BRK-B Berkshire Hathaway Inc. SPXFINANCIAL 505.83 12.72 $712.23B 0.00% - 12.12% 4.18% 9.44%
4 V Visa Inc. SPXR3KFINANCIAL 368.64 31.35 $628.20B 0.72% 37.15% 61.19% 14.33% 13.04%
5 MA Mastercard Incorporated SPXR3KFINANCIAL 570.89 31.44 $496.37B 0.62% 60.19% - 12.29% 19.21%
6 BAC Bank of America Corporation SPXR3KFINANCIAL 62.39 14.41 $436.28B 2.04% - 11.20% 3.14% 4.27%
7 BRK-A Berkshire Hathaway Inc. FINANCIAL 757,791.00 12.71 $370.14B 0.00% - 12.12% 7.60% 10.02%
8 HSBC HSBC Holdings plc FINANCIAL 106.26 15.18 $363.70B 3.65% - 13.10% 9.75% 12.72%
9 MS Morgan Stanley SPXR3KFINANCIAL 216.24 17.48 $339.62B 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 2015Jun 2015Sep 2015Dec 2015Mar 2016Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Mar 2025Jun 2025Sep 2025Mar 2026Jun 2026
Revenue --------544.30M570.90M585.70M604.10M612.50M600.20M601.30M564.40M543.10M591.90M549.00M555.50M507.30M471.10M494.80M559.10M586.30M575.20M607.30M604.10M578.60M517.40M512.50M525.20M499.90M500.30M516.40M496.60M493.20M528.00M544.90M640.70M
Operating Income 231.40M195.20M215.20M193.20M246.80M247.00M238.50M301.90M262.50M275.90M289.50M280.00M----------------------------
Net Income 126.70M127.60M107.70M147.50M104.00M108.30M110.20M150.20M122.50M126.30M125.40M315.40M153.00M117.00M124.90M-151.30M-200.80M107.70M86.30M22.50M-15.60M30.70M71.30M149.90M109.00M128.40M146.00M109.40M112.60M134.50M125.30M217.00M149.80M76.00M123.60M72.40M84.30M212.40M110.40M185.90M
Diluted EPS 2.262.291.962.671.901.982.022.672.132.222.225.502.772.162.34-2.88-3.872.111.710.46-0.330.651.533.412.553.003.442.682.803.473.255.484.142.263.782.202.806.873.846.95

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue --------2.19B2.31B2.38B2.24B2.03B2.41B2.33B2.06B2.04B2.07B
Operating Income 366.72M239.90M374.00M486.10M400.40M634.10M815.20M1.12B1.03B1.11B--------
Net Income -1.32M59.50M138.60M164.90M174.00M360.50M433.90M509.50M472.80M689.50M243.60M15.70M202.20M565.70M1.15B672.90M511.60M716.60M
Diluted EPS -0.031.382.813.113.286.557.709.178.5712.034.520.314.3313.0525.3517.4215.1322.74

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --3.39B5.28B5.22B6.19B6.32B7.68B7.77B8.75B8.70B8.22B7.65B7.89B8.88B8.88B9.06B8.83B9.21B
Total Equity 430.46M1.17B1.11B1.80B1.87B2.08B2.13B2.63B2.84B3.62B3.82B3.46B2.94B2.78B2.79B3.23B3.59B3.35B3.24B
Cash & Equivalents 222.95M396.40M259.50M313.30M449.50M430.40M469.60M550.60M563.80M430.80M439.50M565.50M539.60M1.04B908.50M429.20M813.60M950.00M586.00M
Long Term Debt -----325.00M525.00M855.00M643.30M868.60M809.00M1.83B1.79B2.31B2.49B2.54B2.54B2.62B2.69B
Total Liabilities --1.54B2.50B2.27B2.67B2.53B3.41B3.39B3.65B3.31B3.25B3.24B3.90B4.49B4.24B4.10B4.18B4.79B
Current Liabilities --227.12M407.40M417.60M375.80M-------------

Cash Flows (Annual)

Figures in USD.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 507.96M243.21M480.70M---1.44B1.21B1.05B1.17B1.14B929.10M1.01B1.26B1.05B874.30M932.10M973.20M
Investing Cash Flow -93.61M-181.50M-973.80M----1.27B-324.50M-1.33B13.80M-18.20M-24.40M-53.70M-583.70M-109.90M264.50M379.10M-206.10M
Financing Cash Flow -238.34M-202.27M545.04M----77.60M-857.70M200.90M-1.19B-983.10M-934.70M-455.40M-798.30M-1.40B-758.30M-1.18B-1.15B
Capital Expenditure -9.55M-2.60M-8.80M-16.10M-20.00M-24.00M-19.20M-38.20M-20.20M-18.50M-18.70M-9.60M-8.50M-8.40M-11.40M-12.40M-3.40M-6.10M
Free Cash Flow 498.41M240.61M471.90M---1.42B1.18B1.03B1.15B1.12B919.50M1.00B1.25B1.04B861.90M928.70M967.10M
Share Buybacks 65.49M--61.00M60.90M15.70M190.80M413.70M33.40M351.30M496.10M356.10M335.10M595.30M713.80M341.90M709.80M706.30M

Ratios (Annual)

Figures in %.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % ------------------
Operating Margin % --------47.1%48.1%--------
Net Margin % --------21.5%29.9%10.2%0.7%10.0%23.4%49.2%32.7%25.1%34.5%
ROE % -0.1%5.4%7.7%8.8%8.3%16.9%16.5%18.0%13.1%18.0%7.0%0.5%7.3%20.3%35.5%18.8%15.3%22.1%
ROCE % -7.6%7.7%10.1%6.9%-------------

Shareholding Pattern

Insiders
4.23%
Institutions
100.53%
Public Float
104.98%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 10.72% 2.77M $986.54M
2 Morgan Stanley 5.75% 1.49M $529.15M
3 Vanguard Portfolio Management LLC 5.38% 1.39M $495.22M
4 Vanguard Capital Management LLC 4.45% 1.15M $409.56M
5 Boston Partners 3.87% 1.00M $356.50M
6 Ariel Investments, LLC 3.87% 999.68K $355.68M
7 State Street Corporation 3.42% 883.32K $314.29M
8 Millennium Management Llc 3.38% 875.12K $311.37M
9 Fuller & Thaler Asset Management Inc. 3.32% 857.76K $305.19M
10 Dimensional Fund Advisors LP 2.59% 670.20K $238.46M

Analyst View

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Latest News

Recent headlines for AMG

Yahoo Finance hu, 03 Sep 2026

Affiliated Managers Group Repurchased About $375 Million of Stock in 6 Months

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AMG — Frequently Asked Questions

What is the current share price of Affiliated Managers Group, Inc. (AMG)?

As of 2026-09-19 21:16 PDT, Affiliated Managers Group, Inc. (AMG) trades at $360.22 on NYSE. Its 52-week range is $216.82 to $383.41.

What is the market capitalisation of AMG?

Affiliated Managers Group, Inc. (AMG) has a market capitalisation of $9.32B on NYSE.

What is the P/E ratio of AMG?

AMG trades at a trailing price-to-earnings (P/E) ratio of 12.64. The industry average P/E is 12.89. Its price-to-book (P/B) ratio is 3.05.

Does AMG pay a dividend?

Affiliated Managers Group, Inc. (AMG) currently offers a dividend yield of 0.01%.

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

AMG has a return on equity (ROE) of 24.26%. Its return on capital employed (ROCE) is 12.54%.

Is AMG a good stock to buy?

This page provides a data-driven analysis of Affiliated Managers Group, Inc. (AMG), 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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