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
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 Strong BuyIllustrative 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 |
|---|---|---|---|
| Consolidated Affiliate average assets under management | 429.6B | the three months ended June 30, 2026 filing | — |
| Equity method Affiliate average assets under management | 491.3B | the three months ended June 30, 2026 filing | — |
| Adjusted EBITDA (controlling interest) non-GAAP | 633.3M | Six Months Ended 6/30/2026 | — |
| 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 | — |
| Economic earnings per share non-GAAP | $16.52 | Six Months Ended 6/30/2026 | — |
| Economic net income (controlling interest) non-GAAP | 446.1M | Six Months Ended 6/30/2026 | — |
| Net client cash flows (in billions) | 35.5B | Six Months Ended 6/30/2026 | — |
| Aggregate fees | 1.91B | 3/31/2026 | — |
| AUM (at period end) | 813.3B | 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.
|
$9.59B | +28.6% | +1.6% | — | 2.6% |
|
BLK
BlackRock, Inc.
|
$378.40B | +8.8% | +16.2% | 27.9 | 0.6% |
|
BX
Blackstone Inc.
|
$106.88B | -7.6% | +9.2% | 31.9 | 2.9% |
|
KKR
KKR & Co. Inc.
|
$98.13B | -14.7% | -11.0% | — | 1.4% |
|
BN
BROOKFIELD Corp /ON/
|
$92.26B | -9.9% | — | — | 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 | +4.1% | +1.1% | +31.7% | +1.1% | +28.7% |
| SPY | +0.5% | +3.0% | +13.4% | +3.0% | +12.8% |
| vs SPY | +3.7% | -1.9% | +18.3% | -1.9% | +15.8% |
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.