AMG Share Price | Affiliated Managers Group, Inc. Stock Analysis & Recommendation

Q: What does Affiliated Managers Group, Inc. do?

Overview:Affiliated Managers Group, Inc. is an asset management company that invests in boutique investment management firms, operating within the Capital Markets industry and classified as a mid-cap company.Financial Snapshot:Most recent Net Sales: 496 Million (Quarterly Results - Mar 2025) Most recent Net Profit: 99 Million (Quarterly Results - Mar 2025) Market-cap: USD 8,410.68 Million (Mid Cap)Key Metrics:P/E: 19.00 Dividend Yield: 1.67% Debt Equity: -999,999.00 Return on Equity: 13.56% Price to Book: 2.64Contact Details:Address: 777 SOUTH FLAGLER DRIVE, SUITE 1401 EAST TOWER WEST PALM BEACH FL : 33401 Tel: 1 617 7473300 Fax: 1 302 6555049 Website: https://www.amg.com/

Q: Is Affiliated Managers Group, Inc. overvalued or undervalued?

As of 30 June 2025, the valuation grade for Affiliated Managers Group, Inc. moved from expensive to fair, indicating a more favorable assessment of its market position. The company appears fairly valued based on its current metrics, with a P/E ratio of 19, a Price to Book Value of 2.64, and an EV to EBITDA of 10.74. In comparison to peers, Franklin Resources, Inc. has a lower P/E of 14.94 and a more attractive EV to EBITDA of 5.52, while Stifel Financial Corp. shows a P/E of 18.08, suggesting that Affiliated Managers Group is positioned competitively within the industry.The company's stock has outperformed the S&P 500 across multiple time frames, with a year-to-date return of 32.13% compared to the S&P 500's 12.22%, reinforcing the notion that it is fairly valued in the current market context.

Q: Is Affiliated Managers Group, Inc. technically bullish or bearish?

As of 1 July 2025, the technical trend for Affiliated Managers Group, Inc. has changed from sideways to bullish. The weekly and monthly MACD, Bollinger Bands, KST, and Dow Theory all indicate a bullish stance. Daily moving averages are also bullish, while the OBV shows a mildly bullish trend on a monthly basis. The stock has outperformed the S&P 500 across multiple periods, with a year-to-date return of 32.13% compared to the S&P 500's 12.22%, and a 5-year return of 260.70% versus 96.61%. Overall, the current technical stance is bullish, supported by strong indicators across various time frames.

Price Point

High/Low

1Day

52 Week

Valuation

Technical

Day's Volume

CASH

62.89 k

Shareholding (Sep 2025)

FII

9.56%

Held by 170 FIIs

DII

45.91%

Held by 48 DIIs

Promoter

0.23%

How big is Affiliated Managers Group, Inc.?

22-Jun-2025

As of Jun 18, Affiliated Managers Group, Inc. has a market capitalization of $8.41 billion, with net sales of $2.04 billion and a net profit of $641.1 million over the latest four quarters.

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What does Affiliated Managers Group, Inc. do?

22-Jun-2025

Affiliated Managers Group, Inc. is an asset management company that invests in boutique investment management firms, classified as a mid-cap company with a market cap of approximately $8.41 billion. As of March 2025, it reported net sales of $496 million and a net profit of $99 million.

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Who are in the management team of Affiliated Managers Group, Inc.?

22-Jun-2025

As of March 2022, the management team of Affiliated Managers Group, Inc. includes Mr. Jay Horgen as President and CEO, with Ms. Karen Yerburgh and several independent directors on the Board, including Ms. Tracy Atkinson, Mr. Dwight Churchill, Mr. Glenn Earle, and Mr. Reuben Jeffery.

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Is Affiliated Managers Group, Inc. overvalued or undervalued?

20-Sep-2025

As of June 30, 2025, Affiliated Managers Group, Inc. is fairly valued with a P/E ratio of 19 and has outperformed the S&P 500 with a year-to-date return of 32.13%, indicating a competitive position in the industry compared to peers like Franklin Resources and Stifel Financial.

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Is Affiliated Managers Group, Inc. technically bullish or bearish?

20-Sep-2025

As of July 1, 2025, Affiliated Managers Group, Inc. has a bullish technical trend, supported by positive indicators like MACD and moving averages, and has significantly outperformed the S&P 500 with a year-to-date return of 32.13%.

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Score

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Strong Sell

Sell

Hold

Buy

Strong Buy

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Dashboard

Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 20.44%

Poor long term growth as Net Sales has grown by an annual rate of -5.06%

The company has declared Negative results for the last 6 consecutive quarters

With ROE of 13.56%, it has a fair valuation with a 2.64 Price to Book Value

Market Beating performance in long term as well as near term

Mojo Parameters

Stock DNA

Industry

Capital Markets

Market cap

USD 9,225 Million (Small Cap)

P/E

19.00

Industry P/E

Dividend Yield

1.52%

Debt Equity

-999,999.00

Return on Equity

15.89%

Price to Book

2.76

Revenue and Profits:

Net Sales:

529 Million

(Quarterly Results - Sep 2025)

Net Profit:

291 Million

Total Returns

Total Returns (Price + Dividend)

TimePeriod

Price Return

Dividend Return

Total Return

3 Months

17.45%

6 Months

41.81%

1 Year

65.31%

2 Years

92.18%

3 Years

70.33%

4 Years

105.68%

5 Years

168.26%

Affiliated Managers Group, Inc. for the last several years.

Risk Adjusted Returns v/s

News & Corporate Actions

News

No Recent News for the Company

Announcements

No announcement available

Corporate Actions

No corporate action available

Key Factors

Quality key factors

Factor

Value

Sales Growth (5y)

-5.06%

EBIT Growth (5y)

-2.38%

EBIT to Interest (avg)

10.39

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

19.43%

Dividend Payout Ratio

0.26%

Pledged Shares

Institutional Holding

98.30%

ROCE (avg)

57.55%

ROE (avg)

20.44%

Valuation key factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

2.64

EV to EBIT

12.90

EV to EBITDA

10.74

EV to Capital Employed

3.20

EV to Sales

3.73

PEG Ratio

Dividend Yield

1.67%

ROCE (Latest)

24.82%

ROE (Latest)

13.56%

Technicals key factors

Indicator

Weekly

Monthly

MACD

Bullish

RSI

No Signal

Bearish

Bollinger Bands

Mildly Bullish

Moving Averages

Bullish (Daily)

KST

Bullish

Dow Theory

Mildly Bearish

No Trend

OBV

Mildly Bearish

No Trend

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Shareholding

Shareholding Snapshot : Sep 2025

Shareholding Compare (%holding)

Majority shareholders

Domestic Funds

Held in 97 Schemes (44.26%)

Foreign Institutions

Held by 170 Foreign Institutions (9.56%)

Strategic Entities with highest holding

Highest Public shareholder

Financial

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          "field": "Interest",
          "val1": "33.20",
          "val2": "34.50",
          "chgp": "-3.77%",
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          "val1": "0.00",
          "val2": "0.70",
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          "field": "Consolidate Net Profit",
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          "val1": "665.70",
          "val2": "775.90",
          "chgp": "-14.20%",
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        },
        {
          "field": "Interest",
          "val1": "133.30",
          "val2": "123.80",
          "chgp": "7.67%",
          "chgp_class": "negative"
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          "val1": "9.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
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          "val2": "906.10",
          "chgp": "-18.27%",
          "chgp_class": "negative"
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          "field": "Operating Profit Margin (Excl OI)",
          "val1": "305.20%",
          "val2": "342.30%",
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Quarterly Results Snapshot (Consolidated) - Sep'25 - QoQ

Sep'25

Jun'25

Change(%)

Net Sales

529.00

499.70

5.86%

Operating Profit (PBDIT) excl Other Income

161.90

129.60

24.92%

Interest

33.20

34.50

-3.77%

Exceptional Items

0.00

0.70

-100.00%

Consolidate Net Profit

290.90

135.90

114.05%

Operating Profit Margin (Excl OI)

289.20%

241.70%

4.75%

USD in Million.

Compare with Peers

Net Sales

QoQ Growth in quarter ended Sep 2025 is 5.86% vs 0.64% in Jun 2025

Consolidated Net Profit

QoQ Growth in quarter ended Sep 2025 is 114.05% vs 37.00% in Jun 2025

All Quarterly Results

Annual Results Snapshot (Consolidated) - Dec'24

Dec'24

Dec'23

Change(%)

Net Sales

2,042.60

2,087.40

-2.15%

Operating Profit (PBDIT) excl Other Income

665.70

775.90

-14.20%

Interest

133.30

123.80

7.67%

Exceptional Items

9.00

0.00

Consolidate Net Profit

740.60

906.10

-18.27%

Operating Profit Margin (Excl OI)

305.20%

342.30%

-3.71%

USD in Million.

Compare with Peers

Net Sales

YoY Growth in year ended Dec 2024 is -2.15% vs -12.05% in Dec 2023

Consolidated Net Profit

YoY Growth in year ended Dec 2024 is -18.27% vs -34.72% in Dec 2023

All Annual Results

Company CV

About Affiliated Managers Group, Inc.

Affiliated Managers Group, Inc.

Capital Markets

Affiliated Managers Group, Inc. is an asset management company with equity investments in boutique investment management firms. The Company operates in three segments, which represent its principal distribution channels: Institutional, Mutual Fund and High Net Worth. The equity method investments in the Institutional distribution channel are made in relationships with public and private client entities, including foundations, endowments, sovereign wealth funds and retirement plans for corporations and municipalities. The equity method investments in the Mutual Fund distribution channel are made in advisory or sub-advisory relationships with active return-oriented mutual funds, Undertakings for Collective Investment in Transferable Securities and other retail products. The equity method investments in the High Net Worth distribution channel are made in relationships with high net worth and ultra-high net worth individuals, families, trusts, foundations, endowments and retirement plans.

Company Coordinates

Company Details

777 SOUTH FLAGLER DRIVE, SUITE 1401 EAST TOWER WEST PALM BEACH FL : 33401

Tel: 1 617 7473300

https://www.amg.com/

Registrar Details

Affiliated Managers Group, Inc.

1Day

52 Week

CASH

FII

DII

Promoter

How big is Affiliated Managers Group, Inc.?

Watch in Real-Time

What does Affiliated Managers Group, Inc. do?

Who are in the management team of Affiliated Managers Group, Inc.?

Is Affiliated Managers Group, Inc. overvalued or undervalued?

Is Affiliated Managers Group, Inc. technically bullish or bearish?

Compare Affiliated Managers Group, Inc. with Similar Stocks

MarketsMojo — Loved in India, Now Global

Dashboard

Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 20.44%

Poor long term growth as Net Sales has grown by an annual rate of -5.06%

The company has declared Negative results for the last 6 consecutive quarters

With ROE of 13.56%, it has a fair valuation with a 2.64 Price to Book Value

Market Beating performance in long term as well as near term

Mojo Parameters

Stock DNA

Total Returns (Price + Dividend)

Risk Adjusted Returns v/s

News

Announcements

Corporate Actions

Quality key factors

Valuation key factors

Technicals key factors

Shareholding Snapshot : Sep 2025

Shareholding Compare (%holding)

Quarterly Results Snapshot (Consolidated) - Sep'25 - QoQ

Annual Results Snapshot (Consolidated) - Dec'24

About Affiliated Managers Group, Inc.

Company Coordinates