Artisan Partners Asset Management Inc. APAM R2KR3KFINANCIAL
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
Generates a return on equity of 64.6%, reflecting efficient use of shareholder capital.
Return on capital employed stands at 33.3%.
Net profit has compounded at 13.2% per year over the last five years.
Trades at a P/E of 10.0, below the sector median of 14.5.
Maintains a net profit margin of 24.1%.
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.
- Price vs 50-DMAAbove
- Price vs 200-DMAAbove
- RSI (14)51.09 · Neutral
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.
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 Charts
No fundamental data available for this stock.
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.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
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 | 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 2015 | Dec 2015 | Mar 2016 | Jun 2016 | Sep 2016 | Dec 2016 | Mar 2017 | Jun 2017 | Sep 2017 | Dec 2017 | Mar 2018 | Jun 2018 | Sep 2018 | Dec 2018 | Mar 2019 | Jun 2019 | Sep 2019 | Dec 2019 | Mar 2020 | Jun 2020 | Sep 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | - | - | - | - | - | 204.56M | - | 212.01M | 212.30M | 212.79M | 191.54M | 186.96M | 200.73M | 202.96M | 208.30M | 202.84M | 202.94M | 232.75M | 290.68M | 304.95M | 316.57M | 281.60M | 251.39M | 234.31M | 234.51M | 242.90M | 248.72M | 264.35M | 270.82M | - | - | 277.15M | 282.75M | 301.29M | 335.50M | 303.01M | - |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 155.16M | 165.88M | 163.24M | 165.30M | 168.71M | - |
| Gross Profit | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 121.99M | 116.87M | 138.04M | 170.21M | 134.30M | - |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 35.45M | 37.10M | 36.23M | 38.70M | 40.09M | - |
| Operating Income | 70.56M | 65.69M | 54.73M | 59.01M | 61.91M | 58.59M | 58.03M | 66.50M | 80.63M | 81.25M | 79.99M | 78.88M | 81.84M | 64.24M | 57.73M | 70.86M | 75.55M | 79.32M | 70.96M | 76.63M | 97.25M | 121.81M | 137.80M | 143.06M | 106.99M | 88.41M | 78.73M | 68.31M | 76.70M | 82.16M | 77.64M | 86.64M | - | - | 86.53M | 79.77M | 101.82M | 131.50M | 94.21M | 84.62M |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 101.89M | 125.51M | 128.00M | 151.66M | 90.78M | - |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 2.05M | 2.18M | 2.22M | 2.10M | 2.10M | - |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 97.34M | 120.85M | 123.45M | 147.50M | 86.38M | - |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 20.01M | 24.86M | 36.97M | 29.41M | 18.76M | - |
| Net Income | 18.47M | 20.08M | 16.26M | 18.38M | 19.09M | 19.30M | 19.80M | 26.63M | 30.66M | -27.49M | 41.27M | 42.01M | 42.52M | 32.51M | 31.54M | 39.19M | 41.26M | 44.55M | 34.83M | 46.15M | 58.53M | 77.28M | 88.21M | 86.41M | 65.43M | 44.28M | 44.23M | 50.75M | 53.62M | 53.16M | 59.48M | 57.57M | - | - | 61.14M | 67.56M | 66.83M | 94.80M | 58.04M | 80.83M |
| Diluted EPS | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 0.71 | - | 0.53 | 0.72 | 0.93 | 1.19 | 1.33 | 1.30 | 0.90 | 0.62 | 0.65 | 0.72 | 0.76 | 0.76 | 0.84 | 0.80 | - | - | 0.82 | 0.94 | 0.93 | 1.32 | 0.76 | 1.11 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 455.09M | 505.58M | 685.84M | 828.70M | 805.47M | 720.86M | 795.62M | 828.63M | 798.95M | 899.57M | - | 993.28M | 975.13M | 1.11B | 1.20B |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | 510.38M | 529.39M | 594.12M | 649.58M |
| Gross Profit | - | - | - | - | - | - | - | - | - | - | - | 482.90M | 445.74M | 517.68M | 547.11M |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | 138.81M | 142.14M | 151.05M | 147.48M |
| Operating Income | 154.29M | 47.09M | -261.20M | 306.90M | 282.38M | 234.23M | 286.41M | 304.94M | 283.45M | 358.32M | - | 344.10M | 303.59M | 366.63M | 399.63M |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | 329.54M | 401.61M | 459.02M | 507.06M |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | 9.91M | 8.57M | 8.61M | 8.55M |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | 311.83M | 383.69M | 440.55M | 489.13M |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | 63.45M | 71.89M | 90.90M | 111.25M |
| Net Income | 0 | 0 | 24.81M | 69.63M | 81.80M | 73.03M | 49.60M | 158.31M | 156.54M | 212.62M | - | 206.75M | 222.29M | 259.75M | 290.32M |
| Diluted EPS | - | - | - | - | - | - | - | 2.84 | 2.65 | 3.40 | - | 2.94 | 3.19 | 3.66 | 4.05 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2010 | Dec 2011 | Dec 2012 | Mar 2013 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 287.56M | - | 581.40M | 849.45M | 945.85M | 936.17M | 837.15M | 805.01M | 933.62M | 1.15B | - | 1.23B | 1.41B | 1.62B | 1.58B |
| Current Assets | - | - | - | - | - | - | - | - | - | - | - | - | - | 262.58M | 307.77M | 409.41M | 441.31M |
| Cash & Equivalents | 158.99M | 126.96M | 141.16M | - | 211.84M | 182.28M | 166.19M | 156.78M | 137.29M | 160.46M | 134.62M | - | - | 143.25M | 178.47M | 268.22M | 255.51M |
| Inventory | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Receivables | - | - | - | - | - | - | - | - | - | - | - | - | - | 89.96M | 108.08M | 122.69M | 158.93M |
| Total Liabilities | - | - | 603.08M | - | 449.09M | 741.95M | 829.29M | 818.45M | 666.51M | 630.18M | 752.01M | 867.17M | - | 819.97M | 802.10M | 868.84M | 794.87M |
| Current Liabilities | - | - | - | - | - | - | - | - | - | - | - | - | - | 449.56M | 446.87M | 501.40M | 378.62M |
| Long Term Debt | - | - | - | - | - | - | - | - | - | - | - | - | - | 199.05M | 199.27M | 199.43M | 189.14M |
| Total Debt | - | - | - | - | - | - | - | - | - | - | - | - | - | 319.90M | 312.66M | 300.71M | 310.02M |
| Total Equity | -736.58M | -641.09M | 0 | -332.30M | 43.78M | 110.88M | 130.04M | 131.71M | 109.92M | 135.04M | 132.96M | 180.48M | - | 262.22M | 324.15M | 388.92M | 438.83M |
| Shares Outstanding | - | - | - | - | - | - | - | - | - | - | - | - | - | 67.98M | 68.55M | 70.07M | 70.47M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | 103.24M | 130.06M | 112.17M | 351.57M | 321.24M | 270.36M | 225.95M | 333.32M | 292.79M | 318.68M | - | 312.61M | 253.03M | 372.84M | 171.99M |
| Investing Cash Flow | -19.65M | -1.01M | 8.74M | -7.78M | -11.32M | -2.33M | -4.70M | -14.34M | -17.51M | 18.75M | - | -63.73M | -38.17M | -24.87M | 35.25M |
| 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 | 101.62M | 127.31M | 109.81M | 346.77M | 317.44M | 267.43M | 224.38M | 330.49M | 289.30M | 316.63M | - | 293.05M | 244.40M | 368.09M | 171.31M |
| Net Change in Cash | - | - | - | - | - | - | - | - | - | - | - | -57.52M | 39.90M | 93.75M | 24.28M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 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
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 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
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for APAM
2 Reasons to Sell APAM and 1 Stock to Buy Instead - Yahoo Finance
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Artisan Partners Asset Management (NYSE:APAM) EVP Gregory Ramirez Sells 7,000 Shares - marketbeat.com
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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.