AMG · Affiliated Managers Group, Inc.
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted EBITDA (controlling interest) non-GAAP | 633.3M | Six Months Ended 6/30/2026 | — |
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| AUM (at period end, in billions) | 942.4B | Six Months Ended 6/30/2026 | — |
| Average AUM (in billions) | 901.3B | Six Months Ended 6/30/2026 | — |
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| Economic earnings per share non-GAAP | $16.52 | Six Months Ended 6/30/2026 | — |
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| Economic net income (controlling interest) non-GAAP | 446.1M | Six Months Ended 6/30/2026 | — |
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| Net client cash flows (in billions) | 35.5B | Six Months Ended 6/30/2026 | — |
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| Aggregate fees | 2.38B | Three Months Ended 12/31/2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Asset Management — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
AMG
this stock
Affiliated Managers Group, Inc.
|
$9.40B | +23.3% | +1.6% | — | 3.0% |
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BLK
BlackRock, Inc.
|
$375.11B | +8.3% | +16.2% | 27.7 | 0.7% |
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BX
Blackstone Inc.
|
$105.53B | -5.9% | +9.2% | 31.5 | 3.5% |
|
KKR
KKR & Co. Inc.
|
$97.69B | -13.4% | -11.0% | — | 1.6% |
|
BN
BROOKFIELD Corp /ON/
|
$94.05B | -8.1% | — | — | 0.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| AMG | -1.9% | +2.5% | +13.6% | -3.1% | +23.3% |
| SPY | -0.4% | +2.9% | +11.6% | +3.0% | +12.8% |
| vs SPY | -1.5% | -0.4% | +2.0% | -6.0% | +10.5% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.