Affiliated Managers Group, Inc.

  • Market Cap: Small Cap
  • Industry: Capital Markets
  • ISIN: US0082521081
USD
271.69
0.14 (0.05%)
  • Price Points
  • Score
  • Mojo Parameters
  • Total Return
  • News and Corporate Actions
  • Key factors
  • Shareholding
  • Financials
  • CompanyCV
stock-summaryPrice Point
High/Low

1Day

52 Week

Valuation
Technical
Day's Volume

CASH

140.69 k

Shareholding (Mar 2025)

FII

15.89%

Held by 173 FIIs

DII

36.57%

Held by 52 DIIs

Promoter

0.00%

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.

As of Jun 18, Affiliated Managers Group, Inc. has a market capitalization of 8,410.68 million, categorizing it as a Mid Cap company.<BR><BR>As of Jun 18, the company reported net sales of 2,037.00 million and a net profit of 641.10 million for the latest four quarters.<BR><BR>As of Dec 24, the reporting period shows shareholder's funds of 3,345.30 million and total assets of 8,830.90 million.

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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.

Overview:<BR>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.<BR><BR>Financial Snapshot:<BR>Most recent Net Sales: 496 Million (Quarterly Results - Mar 2025) <BR>Most recent Net Profit: 99 Million (Quarterly Results - Mar 2025) <BR>Market-cap: USD 8,410.68 Million (Mid Cap)<BR><BR>Key Metrics:<BR>P/E: 19.00 <BR>Dividend Yield: 1.67% <BR>Debt Equity: -999,999.00 <BR>Return on Equity: 13.56% <BR>Price to Book: 2.64<BR><BR>Contact Details:<BR>Address: 777 SOUTH FLAGLER DRIVE, SUITE 1401 EAST TOWER WEST PALM BEACH FL : 33401 <BR>Tel: 1 617 7473300 <BR>Fax: 1 302 6555049 <BR>Website: https://www.amg.com/

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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.

As of March 2022, the management team of Affiliated Managers Group, Inc. includes Mr. Jay Horgen, who serves as the President, Chief Executive Officer, and Director. Additionally, the Board of Directors features Ms. Karen Yerburgh as a Director, along with independent directors 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.

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.<BR><BR>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.

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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%.

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.

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iScoreScore
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Strong Sell
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Strong Buy

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Dashboard
1

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

 
2

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

 
3

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

4

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

5

Market Beating Performance

stock-summaryMojo Parameters
Mojo Parameters
Stock DNA
stock-summary
Industry

Capital Markets

stock-summary
Market cap

USD 10,661 Million (Small Cap)

stock-summary
P/E

19.00

stock-summary
Industry P/E

NA

stock-summary
Dividend Yield

1.31%

stock-summary
Debt Equity

-999,999.00

stock-summary
Return on Equity

13.62%

stock-summary
Price to Book

3.29

Revenue and Profits:
Net Sales:
500 Million
(Quarterly Results - Jun 2025)
Net Profit:
136 Million
stock-summaryTotal Returns
Total Returns (Price + Dividend) stock-summary
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
16.58%
0%
16.58%
6 Months
51.2%
0%
51.2%
1 Year
46.02%
0%
46.02%
2 Years
97.16%
0%
97.16%
3 Years
67.21%
0%
67.21%
4 Years
63.69%
0%
63.69%
5 Years
185.03%
0%
185.03%

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

Risk Adjusted Returns v/s stock-summary
stock-summaryKey Factors
Quality key factors stock-summary
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)
0
Sales to Capital Employed (avg)
0
Tax Ratio
19.43%
Dividend Payout Ratio
0.26%
Pledged Shares
0
Institutional Holding
100.00%
ROCE (avg)
57.55%
ROE (avg)
20.44%
Valuation key factors
Factor
Value
P/E Ratio
19
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
NA
Dividend Yield
1.67%
ROCE (Latest)
24.82%
ROE (Latest)
13.56%
Technicals key factors
Indicator
Weekly
Monthly
MACD
Bullish
Bullish
RSI
No Signal
Bearish
Bollinger Bands
Bullish
Bullish
Moving Averages
Bullish (Daily)
KST
Mildly Bearish
Bullish
Dow Theory
Bullish
Bullish
OBV
Mildly Bearish
Mildly Bullish
stock-summary Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish  Turned 
stock-summaryShareholding
Shareholding Snapshot : Mar 2025stock-summary
Shareholding Compare (%holding) stock-summary
Majority shareholders

Domestic Funds

Domestic Funds

Held in 95 Schemes (47.52%)

Foreign Institutions

Held by 173 Foreign Institutions (15.89%)

Strategic Entities with highest holding

Highest Public shareholder

stock-summaryFinancial
[
  {
    "link": "quarterly",
    "btn_text": "All Quarterly Results",
    "header": "Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQ",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "QoQ Growth in quarter ended Jun 2025 is 0.64% vs -4.70% in Mar 2025",
        "dir": 1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "QoQ Growth in quarter ended Jun 2025 is 37.00% vs -55.13% in Mar 2025",
        "dir": 1
      }
    ],
    "table": {
      "header": [
        "Jun'25",
        "Mar'25",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "499.70",
          "val2": "496.50",
          "chgp": "0.64%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "129.60",
          "val2": "159.70",
          "chgp": "-18.85%",
          "chgp_class": "negative"
        },
        {
          "field": "Interest",
          "val1": "34.50",
          "val2": "34.10",
          "chgp": "1.17%",
          "chgp_class": "negative"
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        {
          "field": "Exceptional Items",
          "val1": "0.70",
          "val2": "0.10",
          "chgp": "600.00%",
          "chgp_class": "positive"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "135.90",
          "val2": "99.20",
          "chgp": "37.00%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "241.70%",
          "val2": "148.20%",
          "chgp": "9.35%",
          "chgp_class": "positive"
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        "dir": 1
      },
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        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in year ended Dec 2024 is -18.27% vs -34.72% in Dec 2023",
        "dir": 1
      }
    ],
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      "header": [
        "Dec'24",
        "Dec'23",
        "Change(%)"
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          "val2": "2,087.40",
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          "field": "Operating Profit (PBDIT) excl Other Income",
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          "chgp": "-14.20%",
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        {
          "field": "Interest",
          "val1": "133.30",
          "val2": "123.80",
          "chgp": "7.67%",
          "chgp_class": "negative"
        },
        {
          "field": "Exceptional Items",
          "val1": "9.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
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        {
          "field": "Consolidate Net Profit",
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          "val2": "906.10",
          "chgp": "-18.27%",
          "chgp_class": "negative"
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          "field": "Operating Profit Margin (Excl OI)",
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          "val2": "342.30%",
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          "chgp_class": "negative"
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]
Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQstock-summary
Jun'25
Mar'25
Change(%)
Net Sales
499.70
496.50
0.64%
Operating Profit (PBDIT) excl Other Income
129.60
159.70
-18.85%
Interest
34.50
34.10
1.17%
Exceptional Items
0.70
0.10
600.00%
Consolidate Net Profit
135.90
99.20
37.00%
Operating Profit Margin (Excl OI)
241.70%
148.20%
9.35%
USD in Million.
Direction Arrows
Net Sales

QoQ Growth in quarter ended Jun 2025 is 0.64% vs -4.70% in Mar 2025

Direction Arrows
Consolidated Net Profit

QoQ Growth in quarter ended Jun 2025 is 37.00% vs -55.13% in Mar 2025

Annual Results Snapshot (Consolidated) - Dec'24stock-summary
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.
Direction Arrows
Net Sales

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

Direction Arrows
Consolidated Net Profit

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

stock-summaryCompany CV
About Affiliated Managers Group, Inc. stock-summary
stock-summary
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 stock-summary
Company Details
777 SOUTH FLAGLER DRIVE, SUITE 1401 EAST TOWER WEST PALM BEACH FL : 33401
stock-summary
Tel: 1 617 7473300
stock-summary
Registrar Details