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Artisan Partners Asset Management Inc. APAM R2KR3KFINANCIAL

Financial Services · Asset Management · United States
https://www.artisanpartners.com
Company Profile ↓
$41.57
-5.58% 1Y
Mkt Cap$2.95B
P/E9.97
P/B7.19
Div. Yield8.04%
52W High$44.03
52W Low$33.33
Book Value$5.92
EPS (TTM)$4.17

Company Overview

Artisan Partners Asset Management Inc. is publicly owned investment manager. It provides its services to pension and profit sharing plans, trusts, endowments, foundations, charitable organizations, government entities, private funds and non-U.S. funds, as well as mutual funds, non-U.S. funds and collective trusts. It manages separate client-focused equity and fixed income portfolios. The firm invests in the public equity and fixed income markets across the globe. It invests in growth and value stocks of companies across all market capitalization. For fixed income component of its portfolio the firm invests in non-investment grade corporate bonds and secured and unsecured loans. It employs fundamental analysis to create its portfolios. Artisan Partners Asset Management Inc. was founded in 1994 and is based in Milwaukee, Wisconsin with additional offices in Atlanta, Georgia; New York City; San Francisco, California; Leawood, Kansas; and London, United Kingdom.

Why Investors Should Care

Strong Return on Equity

Generates a return on equity of 64.6%, reflecting efficient use of shareholder capital.

Healthy Capital Returns

Return on capital employed stands at 33.3%.

Consistent Profit Growth

Net profit has compounded at 13.2% per year over the last five years.

Reasonable Valuation

Trades at a P/E of 10.0, below the sector median of 14.5.

Healthy Margins

Maintains a net profit margin of 24.1%.

Dividend Income

Offers a dividend yield of 8.04%.

Recent Developments

  • Dec 2025 Revenue of $1.20B (+7.6% YoY); net profit $290.32M.
  • Trailing 12 Months Year-on-year growth — revenue +8.9%, earnings +18.3%.
  • 5-Year Trend Long-term compounding — revenue CAGR 7.7%, profit CAGR 13.2%.

Growth & Price Performance

Compounded Sales Growth

5 Years:7.72%
1 Year:8.90%

Compounded Profit Growth

5 Years:13.15%
1 Year:18.30%

Stock Price Performance

1 Year:-5.58%
6 Months:+15.88%
3 Months:+13.94%
1 Month:-1.57%

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

Technical Snapshot Bullish
52-Week Range 77% of range
$33.33 $44.03
Trend Signals
  • Price vs 50-DMAAbove
  • Price vs 200-DMAAbove
  • RSI (14)51.09 · Neutral
Price Performance
1M-1.57%
3M+13.94%
6M+15.88%
1Y-5.58%
Valuation vs Sector

P/E of 9.97 is below the sector median of 14.52 — 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 64.6%.
  • Healthy ROCE of 33.3%.
  • Excellent profit margin of 24.1%.
  • Profit CAGR of 13.2% over 5 years.
  • Attractive dividend yield of 8.04%.
  • Generates positive free cash flow.

CONS

No notable concerns flagged.

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

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Valuation

Stock P/E
9.97
Industry PE
14.52
Forward P/E
10.39
PEG Ratio
-
Book Value
$5.92
Price to Book
7.19
P/S
2.42
EV/EBITDA
7.40
Dividend Yield
8.04%

Growth (CAGR)

Revenue 5Y
7.72%
Profit 5Y
13.15%
Revenue (YoY)
8.90%
Earnings (YoY)
18.30%

Profitability & Returns

ROCE
33.34%
ROE
64.55%
ROA
17.74%
Profit Margin
24.08%
Op Margin
27.48%
Gross Margin
45.59%
EPS (Latest Qtr)
$1.11
EPS (TTM)
$4.17

Balance Sheet & Liquidity

Debt/Equity
0.57
Quick Ratio
2.88
Current Ratio
3.01
Debt
$314.90M
Total Assets
$1.46B
Current Assets
$456.90M
Working Capital
$62.70M

Ownership

Promoter Holding
2.23%
Chg in Prom Hold
-0.01%
FII / Inst Holding
100.09%
Chg in FII Hold
-0.10%

Financial Snapshot

Enterprise Value
$2.95B
Total Revenue (TTM)
$1.25B
EBITDA
$421.10M
Free Cash Flow
$291.22M
Operating Cash Flow
$260.73M
Shares Outstanding
71.00M
Gross Margin
45.59%
Payout Ratio
81.29%

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 APAM Artisan Partners Asset Management Inc. R2KR3KFINANCIAL 41.57 9.97 $2.95B 8.04% 33.34% 64.55% 7.72% 13.15%
2 JPM JPMorgan Chase & Co. SPXR3KFINANCIAL 358.64 15.37 $953.34B 1.68% - 17.79% 12.50% 14.83%
3 BRK-B Berkshire Hathaway Inc. SPXFINANCIAL 506.03 15.07 $707.59B 0.00% - 10.50% 4.18% 9.44%
4 V Visa Inc. SPXR3KFINANCIAL 374.00 31.86 $637.34B 0.72% 37.15% 61.19% 14.33% 13.04%
5 MA Mastercard Incorporated SPXR3KFINANCIAL 579.21 31.82 $503.60B 0.60% 60.19% - 12.29% 19.21%
6 BAC Bank of America Corporation SPXR3KFINANCIAL 62.68 14.48 $438.31B 2.03% - 11.20% 3.14% 4.27%
7 BRK-A Berkshire Hathaway Inc. FINANCIAL 759,350.00 15.07 $384.00B 0.00% - 10.50% 7.60% 10.02%
8 HSBC HSBC Holdings plc FINANCIAL 107.11 15.30 $367.34B 3.62% - 13.10% 9.75% 12.72%
9 MS Morgan Stanley SPXR3KFINANCIAL 217.72 17.59 $342.26B 2.15% - 17.97% 3.76% 9.66%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Sep 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 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Revenue --------204.56M-212.01M212.30M212.79M191.54M186.96M200.73M202.96M208.30M202.84M202.94M232.75M290.68M304.95M316.57M281.60M251.39M234.31M234.51M242.90M248.72M264.35M270.82M--277.15M282.75M301.29M335.50M303.01M-
Cost of Revenue ----------------------------------155.16M165.88M163.24M165.30M168.71M-
Gross Profit ----------------------------------121.99M116.87M138.04M170.21M134.30M-
Operating Expenses ----------------------------------35.45M37.10M36.23M38.70M40.09M-
Operating Income 70.56M65.69M54.73M59.01M61.91M58.59M58.03M66.50M80.63M81.25M79.99M78.88M81.84M64.24M57.73M70.86M75.55M79.32M70.96M76.63M97.25M121.81M137.80M143.06M106.99M88.41M78.73M68.31M76.70M82.16M77.64M86.64M--86.53M79.77M101.82M131.50M94.21M84.62M
EBITDA ----------------------------------101.89M125.51M128.00M151.66M90.78M-
Interest Expense ----------------------------------2.05M2.18M2.22M2.10M2.10M-
Pretax Income ----------------------------------97.34M120.85M123.45M147.50M86.38M-
Tax Provision ----------------------------------20.01M24.86M36.97M29.41M18.76M-
Net Income 18.47M20.08M16.26M18.38M19.09M19.30M19.80M26.63M30.66M-27.49M41.27M42.01M42.52M32.51M31.54M39.19M41.26M44.55M34.83M46.15M58.53M77.28M88.21M86.41M65.43M44.28M44.23M50.75M53.62M53.16M59.48M57.57M--61.14M67.56M66.83M94.80M58.04M80.83M
Diluted EPS ----------------0.71-0.530.720.931.191.331.300.900.620.650.720.760.760.840.80--0.820.940.931.320.761.11

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 455.09M505.58M685.84M828.70M805.47M720.86M795.62M828.63M798.95M899.57M-993.28M975.13M1.11B1.20B
Cost of Revenue -----------510.38M529.39M594.12M649.58M
Gross Profit -----------482.90M445.74M517.68M547.11M
Operating Expenses -----------138.81M142.14M151.05M147.48M
Operating Income 154.29M47.09M-261.20M306.90M282.38M234.23M286.41M304.94M283.45M358.32M-344.10M303.59M366.63M399.63M
EBITDA -----------329.54M401.61M459.02M507.06M
Interest Expense -----------9.91M8.57M8.61M8.55M
Pretax Income -----------311.83M383.69M440.55M489.13M
Tax Provision -----------63.45M71.89M90.90M111.25M
Net Income 0024.81M69.63M81.80M73.03M49.60M158.31M156.54M212.62M-206.75M222.29M259.75M290.32M
Diluted EPS -------2.842.653.40-2.943.193.664.05

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2010Dec 2011Dec 2012Mar 2013Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --287.56M-581.40M849.45M945.85M936.17M837.15M805.01M933.62M1.15B-1.23B1.41B1.62B1.58B
Current Assets -------------262.58M307.77M409.41M441.31M
Cash & Equivalents 158.99M126.96M141.16M-211.84M182.28M166.19M156.78M137.29M160.46M134.62M--143.25M178.47M268.22M255.51M
Inventory -----------------
Receivables -------------89.96M108.08M122.69M158.93M
Total Liabilities --603.08M-449.09M741.95M829.29M818.45M666.51M630.18M752.01M867.17M-819.97M802.10M868.84M794.87M
Current Liabilities -------------449.56M446.87M501.40M378.62M
Long Term Debt -------------199.05M199.27M199.43M189.14M
Total Debt -------------319.90M312.66M300.71M310.02M
Total Equity -736.58M-641.09M0-332.30M43.78M110.88M130.04M131.71M109.92M135.04M132.96M180.48M-262.22M324.15M388.92M438.83M
Shares Outstanding -------------67.98M68.55M70.07M70.47M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 103.24M130.06M112.17M351.57M321.24M270.36M225.95M333.32M292.79M318.68M-312.61M253.03M372.84M171.99M
Investing Cash Flow -19.65M-1.01M8.74M-7.78M-11.32M-2.33M-4.70M-14.34M-17.51M18.75M--63.73M-38.17M-24.87M35.25M
Financing Cash Flow -115.62M-114.84M-50.23M-373.35M-326.00M-277.71M-218.86M-263.48M-306.57M-282.23M--306.40M-174.96M-254.22M-182.96M
Capital Expenditure -1.61M-2.74M-2.36M-4.80M-3.79M-2.93M-1.58M-2.83M-3.50M-2.05M--19.56M-8.63M-4.75M-677.00K
Free Cash Flow 101.62M127.31M109.81M346.77M317.44M267.43M224.38M330.49M289.30M316.63M-293.05M244.40M368.09M171.31M
Net Change in Cash ------------57.52M39.90M93.75M24.28M

Ratios (Annual)

Figures in %.

Metric Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % -----------48.6%45.7%46.6%45.7%
Operating Margin % 33.9%9.3%-38.1%37.0%35.1%32.5%36.0%36.8%35.5%39.8%-34.6%31.1%33.0%33.4%
Net Margin % 0.0%0.0%3.6%8.4%10.2%10.1%6.2%19.1%19.6%23.6%-20.8%22.8%23.4%24.3%
ROE % -0.0%-56.7%62.8%62.9%55.4%45.1%117.2%117.7%117.8%-78.8%68.6%66.8%66.2%
ROCE % -----------43.8%31.7%32.8%33.3%

Shareholding Pattern

Insiders
2.23%
Institutions
100.09%
Public Float
102.37%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 15.77% 11.20M $486.79M
2 Kayne Anderson Rudnick Investment Management LLC 7.28% 5.17M $224.80M
3 Vanguard Portfolio Management LLC 5.93% 4.21M $182.98M
4 Vanguard Capital Management LLC 4.31% 3.06M $133.14M
5 State Street Corporation 4.15% 2.95M $128.18M
6 Charles Schwab Investment Management, Inc. 3.96% 2.81M $122.25M
7 Vaughan Nelson Investment Management, L.P. 3.47% 2.47M $107.23M
8 Geode Capital Management, LLC 3.18% 2.26M $98.17M
9 Morgan Stanley 2.79% 1.98M $86.17M
10 Channing Capital Management, LLC 2.61% 1.86M $80.68M

Analyst View

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APAM — Frequently Asked Questions

What is the current share price of Artisan Partners Asset Management Inc. (APAM)?

As of 2026-09-07 16:24 PDT, Artisan Partners Asset Management Inc. (APAM) trades at $41.57 on NYSE. Its 52-week range is $33.33 to $44.03.

What is the market capitalisation of APAM?

Artisan Partners Asset Management Inc. (APAM) has a market capitalisation of $2.95B on NYSE.

What is the P/E ratio of APAM?

APAM trades at a trailing price-to-earnings (P/E) ratio of 9.97. The industry average P/E is 14.52. Its price-to-book (P/B) ratio is 7.19.

Does APAM pay a dividend?

Artisan Partners Asset Management Inc. (APAM) currently offers a dividend yield of 8.04%.

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

APAM has a return on equity (ROE) of 64.55%. Its return on capital employed (ROCE) is 33.34%.

Is APAM a good stock to buy?

This page provides a data-driven analysis of Artisan Partners Asset Management Inc. (APAM), 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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