AMG
Affiliated Managers Group, Inc.Price & Indicators
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Aggregate fees | $1,909.9M | Three Months Ended 3/31/2026 | -69.0% |
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| Economic earnings per share non-GAAP | $8.23 | Three Months Ended 3/31/2026 | -68.4% |
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| absolute return strategies AUM | 180B | Q1 FY2026 call | — |
| adjusted EBITDA non-GAAP | $317M | Q1 FY2026 call | — |
| infrastructure and real estate AUM | 60B | Q1 FY2026 call | — |
| Liquid Alternatives AUM | 261B | Q1 FY2026 call | — |
| net client cash flows | 22B | Q1 FY2026 call | — |
| net flows over the last 12 months | 52B | trailing 12 months call | — |
| organic growth rate | 7% | trailing 12 months call | — |
| private markets AUM | 148B | Q1 FY2026 call | — |
| secondary solutions AUM | 50B | Q1 FY2026 call | — |
| share buybacks deployed | $186M | Q1 FY2026 call | — |
| share buybacks over the past 12 months | $700M | trailing 12 months call | — |
| tax-aware long-short strategies AUM | 69B | Q1 FY2026 call | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
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.
|
$9.50B | +24.8% | +1.6% | 14.8 | 3.9% |
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BLK
BlackRock, Inc.
|
$335.96B | -3.1% | +16.2% | 26.0 | 0.6% |
|
BN
BROOKFIELD Corp /ON/
|
$97.52B | -4.5% | — | — | 0.7% |
|
BX
Blackstone Inc.
|
$92.53B | -18.3% | +9.2% | 31.9 | 3.1% |
|
KKR
KKR & Co. Inc.
|
$87.28B | -23.6% | -11.0% | — | 1.7% |
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 | +0.9% | +4.5% | +10.3% | +6.3% | +24.8% |
| SPY | -0.3% | +1.6% | +8.3% | +0.3% | +9.9% |
| vs SPY | +1.2% | +2.9% | +2.0% | +6.0% | +15.0% |
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.