AMG · Affiliated Managers Group, Inc.
$371.43
-0.52 (-0.14%)
At close · Oct 2
Return incl. dividend (before tax)
Market Cap
$9.52B
Shares
25.86M
Volume · Oct 2
219.43K
Avg daily vol (3M)
272.16K
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$371.43
Open$375.31
Day$371.40–379.86
52W close$230.78–383.42
Avg vol 30d281K
Short int1.0M · 4.0% float · 3.8d
Short vol56%
Last earningsJul 30, 2026
DataJan 2020–Oct 2026
Filing10-Q · Aug 7
Up next
Next earnings call
Oct 31, 2026
Est · unconfirmed
· in 4 wks
filed Aug 7, 2026
call held Jul 30, 2026
Metrics snapshot
Useful current figures from the complete screener profile.
Revenue (TTM)
—
Trailing 12 months
Net income (TTM)
—
Trailing 12 months
Revenue growth YoY
—
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
—
Trailing earnings
FCF yield
—
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
—
Year over year · more shares
Price change (1Y)
+61.0%
Trailing year
Short interest
4.0%
Latest settlement · 3.8 days to cover
Equibles Rating
blended score · not investment adviceOverall
Buy
SellHoldBuy
Technical
Strong Buy
Momentum
Very Strong
Sentiment
Neutral
Fundamentals
Strong
Quant / Vol
Moderate
Market backdrop
VIX 15.3 · calm
Equity put/call 0.58
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
+15%
above
Price vs 50-day avg
+2%
above
RSI (14)
56
neutral
MACD trend
Positive
52-week position
92%
near high
Momentum
relative strength
1-month return
+1%
trailing
6-month return
+28%
trailing
YTD return
+29%
this year
Relative strength
+15%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $364 › 200d $323 — 50d above 200d
Institutional flow
Accumulating
4 of 572 funds reported for Sep 30 · net +87 sh shares · +1 new
Insider flow
Flat
No net insider activity over 90 days
Short interest
Rising
4.02% of float · ▲ +19.7% MoM · 3.8 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
572 holders — near 3-yr high, broad support
Squeeze score
61
elevated · 0–100
Fundamentals
Revenue growth
+2%
Y/Y
EPS growth
+50%
Y/Y
Free cash flow
$967.1M
Valuation
P/E 11.1
below peers
Balance sheet
$2.1B
net debt
Quant / Vol
risk profile
Volatility
33%
annualized · 1-yr
Max drawdown
−20%
past year
ATR
2.9%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Latest guidance
· from the Earnings Call filed Jun 30, 2026
third quarter
Adjusted EBITDA
Non-GAAP
$315M – $325M
Fee-related earnings
Non-GAAP
$315M
Economic earnings per share
Non-GAAP
$8.43 – $8.71
full year
Share repurchases
$600M
Q3 2025
Earnings per share
$8.43 – $8.71
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong Buy
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
+15%
Bullish
Price vs 50-day avg
+2%
Bullish
RSI (14)
56
Neutral
MACD trend
Positive
Bullish
52-week position
92%
Bullish
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross)
No cross
50d $364 › 200d $323 — 50d above 200d
Institutional flow
Accumulating
4 of 572 funds reported for Sep 30 · net +87 sh shares · +1 new
Insider flow
Flat
No net insider activity over 90 days
Short interest
Rising
4.02% of float · ▲ +19.7% MoM · 3.8 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
572 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $231
Now $371 · 92%
Range high $383
vs 200-day avg +15%
vs 50-day avg +2%
Illustrative 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 |
|---|---|---|---|
| Adjusted EBITDA (controlling interest) non-GAAP | $316M | the three months ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Net income (controlling interest) 185.9M
+40.5M Interest expense
+68.6M Income taxes
+33.9M Intangible amortization and impairments
-14.6M Affiliate transactions
+1.7M Other items
= Adjusted EBITDA (controlling interest) 316M
|
|||
| Affiliate transaction gains | $14.6M | For the Three Months Ended June 30, 2026 filing | — |
| Aggregate fees | $1.66B | For the Three Months Ended June 30, 2026 filing | — |
| Average assets under management | $920.9B | For the Three Months Ended June 30, 2026 filing | — |
| Consolidated Affiliate average assets under management | 429.6B | the three months ended June 30, 2026 filing | — |
| Economic earnings per share non-GAAP | $8.29 | For the Three Months Ended June 30, 2026 filing | — |
| Economic net income (controlling interest) non-GAAP | $221.4M | the three months ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Net income (controlling interest) 185.9M
+33.9M Intangible amortization and impairments
+13.3M Intangible-related deferred taxes
-11M Affiliate transactions
-0.7M Other economic items
= Economic net income (controlling interest) 221.4M
|
|||
| Equity method Affiliate average assets under management | 491.3B | the three months ended June 30, 2026 filing | — |
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.
|
$9.52B | +28.8% | +1.6% | 11.1 | 4.0% |
|
BLK
BlackRock, Inc.
|
$347.03B | -1.0% | +16.2% | 25.6 | 0.6% |
|
KKR
KKR & Co. Inc.
|
$86.77B | -29.2% | -11.0% | — | 1.5% |
|
BX
Blackstone Inc.
|
$85.57B | -27.5% | +9.2% | 25.6 | 2.6% |
|
BN
BROOKFIELD Corp /ON/
|
$81.46B | -19.5% | — | — | 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 sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Earnings & Events
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| AMG | -0.6% | +1.4% | +27.6% | +1.6% | +28.8% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | -0.4% | +1.9% | +15.4% | +0.7% | +16.0% |
Capital returns
Buyback program
· as of Jan 31, 2026
Authorized
shares 4.20M
Spent (derived)
—
Remaining
—
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.
Key facts
CIK
1004434
CUSIP
008252108
13F (30d)
22 filings
14 filers
Visit website
Investor relations