Stock Fundamentals

Company Information

Company Name
Affiliated Managers Group Inc
Sector
Financial Services
Industry
Asset Management
Exchange
NYSE
ISIN: US0082521081
CIK: 0001004434
CUSIP: 008252108
Currency: USD
Full Time Employees: 5,600
Phone: 800-345-1100
Fiscal Year End: December
IPO Date: Nov 21, 1997
Description:

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.

Address:

777 South Flagler Drive, West Palm Beach, FL, United States, 33401

Directors & Officers

Name Title Year Born
Mr. Jay C Horgen CEO & Director 1971
Mr. Thomas M. Wojcik President & COO 1982
Ms. Dava Elaine Ritchea Chief Financial Officer 1985
Ms. Kavita Padiyar General Counsel & Corporate Secretary 1983
Mr. Aaron M. Galis MD & Chief Accounting Officer NA
Mr. Stephen T. Pruell MD & Chief Information Officer NA
Ms. Alexandra K. Lynn Chief Administrative Officer NA
Patricia Figueroa Vice President of Investor Relations NA
Ms. Ann Imes Managing Director of Human Resources NA
Mr. John R. Erickson Co-Head of Affiliate Engagement 1971

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 2.82M Sep 30, 2025 10.57% $0.01 -0.03%
Vanguard Group Inc 2.68M Dec 31, 2025 10.06% $0.01 -3.20%
Morgan Stanley - Brokerage Accounts 1.94M Sep 30, 2025 7.28% $0.03 -3.77%
Ariel Investments, LLC 1.18M Dec 31, 2025 4.43% $3.68 -6.46%
Boston Partners Global Investors, Inc 1.16M Sep 30, 2025 4.34% $0.28 2.14%
Millennium Management LLC 1.02M Sep 30, 2025 3.81% $0.10 -35.19%
State Street Corp 963.71K Sep 30, 2025 3.61% $0.01 -1.75%
Clarkston Capital Partners, LLC 904.12K Dec 31, 2025 3.39% $6.03 -26.63%
Dimensional Fund Advisors, Inc. 699.45K Dec 31, 2025 2.62% $0.04 2.24%
Citadel Advisors Llc 645.14K Sep 30, 2025 2.42% $0.02 0.84%
Lyrical Asset Management LP 579.84K Sep 30, 2025 2.17% $1.95 7.57%
Fuller & Thaler Asset Management Inc 570.28K Sep 30, 2025 2.14% $0.46 -0.10%
Geode Capital Management, LLC 509.83K Sep 30, 2025 1.91% $0.01 1.09%
LSV Asset Management 473.02K Dec 31, 2025 1.77% $0.30 -1.38%
NORGES BANK 394.56K Dec 31, 2025 1.48% $0.01 8.16%
Allianz Asset Management AG 393.16K Sep 30, 2025 1.47% $0.10 14.64%
UBS Group AG 350.21K Sep 30, 2025 1.31% $0.01 97.37%
Northern Trust Corp 334.37K Sep 30, 2025 1.25% $0.01 -0.23%
Charles Schwab Investment Management Inc 305.60K Dec 31, 2025 1.15% $0.01 -2.23%
Channing Capital Management, LLC 290.72K Dec 31, 2025 1.09% $2.16 -31.60%

Shares Statistics

Shares Outstanding: 26.68M
Shares Float: 25.56M
% Insiders: 446.50%
% Institutions: 10,002.00%
Short % Float: 2.61%

🏆 Top 10 Institutional Holders

Rank Holder Name Shares Held % of Shares Change Date Reported
1 BlackRock Inc 2.82M 10.57% ▼ 0.03% Sep 30, 2025
2 Vanguard Group Inc 2.68M 10.06% ▼ 3.20% Dec 31, 2025
3 Morgan Stanley - Brokerage Accounts 1.94M 7.28% ▼ 3.77% Sep 30, 2025
4 Ariel Investments, LLC 1.18M 4.43% ▼ 6.46% Dec 31, 2025
5 Boston Partners Global Investors, Inc 1.16M 4.34% ▲ 2.14% Sep 30, 2025
6 Millennium Management LLC 1.02M 3.81% ▼ 35.19% Sep 30, 2025
7 State Street Corp 963.71K 3.61% ▼ 1.75% Sep 30, 2025
8 Clarkston Capital Partners, LLC 904.12K 3.39% ▼ 26.63% Dec 31, 2025
9 Dimensional Fund Advisors, Inc. 699.45K 2.62% ▲ 2.24% Dec 31, 2025
10 Citadel Advisors Llc 645.14K 2.42% ▲ 0.84% Sep 30, 2025

Valuation Metrics

Enterprise Value: $10.19B
Trailing P/E: 13.46
Forward P/E: 9.36

Financial Highlights

Market Cap: $8.61B
EBITDA: $576.20M
P/E Ratio: $13.46
PEG Ratio: $0.50
Book Value: $109.41
Dividend/Share: $0.04
Dividend Yield: 0.01%
Earnings/Share: $22.75
Profit Margin: 34.54%
Operating Margin: 11.62%
ROA (TTM): 2.81%
ROE (TTM): 19.93%
Revenue (TTM): $2.07B
Revenue/Share (TTM): $72.79
Earnings Growth (YOY): 122.10%
Revenue Growth (YOY): 6.20%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Download Financials (Excel)

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios (Yearly)

Financial Ratios (Quarterly)

Earnings History

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 1.34x 0.83x 0.52x 5.69x 1.80x
2024-12-31 2.22x 0.78x 0.47x 5.30x 2.38x
2023-12-31 2.61x 0.72x 0.45x 5.90x 2.02x
2022-12-31 1.88x 0.80x 0.48x 7.04x 1.33x
2021-12-31 1.78x 0.91x 0.51x 8.67x 1.94x
2020-12-31 2.16x 0.85x 0.49x 7.18x 3.09x
2019-12-31 1.60x 0.76x 0.42x 9.90x 4.08x
2018-12-31 1.29x 0.54x 0.40x 9.52x 2.02x
2017-12-31 1.18x 0.50x 0.38x 12.62x 1.51x
2016-12-31 1.28x 0.60x 0.42x 7.69x 1.82x
2015-12-31 1.58x 0.69x 0.44x 12.64x 1.49x
2014-12-31 1.41x 1.44x 0.44x 7.64x 3.01x
2013-12-31 2.03x 0.65x 0.40x 5.33x 1.23x
2012-12-31 2.51x 0.78x 0.43x 4.82x 2.06x
2011-12-31 2.10x 0.64x 0.43x 4.81x 1.80x
2010-12-31 1.89x 0.26x 0.47x 4.11x 0.85x
2009-12-31 2.58x 0.87x 0.45x 3.07x 2.61x
2008-12-31 3.00x 1.35x 0.60x 4.40x 5.42x
2007-12-31 2.05x 4.77x 0.77x 4.36x 5.88x
2006-12-31 1.93x 3.24x 0.71x 7.72x 3.28x
2005-12-31 1.32x 1.18x 0.59x 8.95x 2.61x
2004-12-31 2.10x 1.23x 0.59x 8.44x 2.93x
2003-12-31 3.35x 1.08x 0.57x 8.60x 2.98x
2002-12-31 0.95x 0.82x 0.52x 7.77x 2.14x
2001-12-31 0.44x 0.83x 0.50x N/A 2.35x
2000-12-31 1.30x 0.31x 0.34x N/A 0.74x
1999-12-31 1.76x 0.00x 0.41x N/A 0.00x
1998-12-31 1.48x 0.07x 0.44x N/A 0.19x
1997-12-31 2.77x 0.00x 0.40x N/A 0.00x
1996-12-31 0.98x 0.20x 0.60x N/A 0.46x

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Sep 09, 2025 Thomas M Wojcik N/A Sale 16.00K $231.03 $3.70M

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