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APAM · Artisan Partners Asset Management Inc.

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$42.18 -0.50 (-1.17%) At close · Aug 14
Market Cap
$3.42B
Shares
81.07M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$42.18 Open$42.65 Day$41.97–42.65 52W close$33.97–47.79 Avg vol 30d911K Short int3.1M · 3.9% float · 3.4d Short vol73% Last earningsJul 29, 2026 DataJan 2020–Aug 2026 Filing10-Q · Jul 31

Up next

Next earnings call
Oct 28, 2026 Est · unconfirmed · in 11 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed Jul 31, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      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 advice
      Overall
      Buy
      SellHoldBuy
      Technical Buy Momentum Strong Sentiment Neutral Fundamentals Excellent Quant / Vol Moderate
      Market backdrop VIX 14.3 · calm Equity put/call 0.52
      Technical
      price trend
      Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +6%
      above
      Price vs 50-day avg +11%
      above
      RSI (14) 59
      neutral
      MACD trend Negative
      52-week position 59%
      mid-range
      Momentum
      relative strength
      Strong
      1-month return +10%
      trailing
      6-month return +5%
      trailing
      YTD return +4%
      this year
      Relative strength −9%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $38 › 200d $40 — 200d above 50d
      Institutional flow Distributing
      -3% holders QoQ · +48 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      3.87% of float · ▼ -26.2% MoM · 3.4 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      371 holders — mid 3-yr range
      Squeeze score 64
      elevated · 0–100
      Fundamentals
      Excellent
      Revenue growth +8%
      Y/Y
      EPS growth +11%
      Y/Y
      Free cash flow $171.6M
      Valuation P/E 10.2
      below peers
      Balance sheet $55.4M
      net debt
      Quant / Vol
      risk profile
      Moderate
      Volatility 27%
      annualized · 1-yr
      Max drawdown −29%
      past year
      ATR 2.8%
      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
      EPS impact from wind down of U.S. value · September quarter $-0.03
      Prior guidance period ended · from the Earnings Call filed Dec 31, 2025
      Fixed compensation and benefits expenses increase · Q1 2026 $6M

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Buy
      1 · 3 · 2
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +6% Bullish
      Price vs 50-day avg
      +11% Bullish
      RSI (14)
      59 Neutral
      MACD trend
      Negative Bearish
      52-week position
      59% Neutral
      Market signals — smart money & positioning
      Mixed
      Trend (MA cross) No cross
      50d $38 › 200d $40 — 200d above 50d
      Institutional flow Distributing
      -3% holders QoQ · +48 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      3.87% of float · ▼ -26.2% MoM · 3.4 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      371 holders — mid 3-yr range
      Price context
      position in its 52-week range
      Range low $34 Now $42 · 59% Range high $48
      vs 200-day avg +6% vs 50-day avg +11%

      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 non-GAAP $204.4M Six Months Ended June 30, 2026

      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
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      APAM
      Artisan Partners Asset Management Inc.
      this stock
      $3.42B +3.5% +7.6% 10.2 3.9%
      BLK
      BlackRock, Inc.
      $381.41B +9.7% +16.2% 28.1 0.7%
      BX
      Blackstone Inc.
      $108.04B -6.6% +9.2% 32.3 3.5%
      KKR
      KKR & Co. Inc.
      $103.50B -10.6% -11.0% 1.6%
      BN
      BROOKFIELD Corp /ON/
      $97.94B -4.4% 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 section
      Ownership
      Institutional Holders Accumulating
      Holders
      371
      % held
      85.7%
      Net QoQ
      +1.7M sh
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      457
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      3.1M
      Days to cover
      3.4d
      Change
      -1.1M sh
      View
      Short Volume
      Short vol %
      73%
      As of
      Aug 14, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      931
      Value
      $33.5K
      As of
      Jul 8, 2026
      View
      Off-Exchange
      Off-exchange %
      41.0%
      Week of
      Jul 6, 2026
      Off-exch Lit
      View
      Smart Money
      Congressional Trades Sell
      Member
      Thomas H Tuberville
      Amount
      $1.0K–$15.0K
      Traded
      Oct 26, 2021
      View
      Financials
      Financials
      Revenue (FY)
      $1.2B
      Net income (FY)
      $290.3M
      EPS diluted
      $4.05
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Aug 11, 2026
      This year
      16
      View
      Proposed Sales
      Value
      $116.3K
      Shares
      2.5K
      Filed
      Aug 4, 2025
      View
      Earnings & Events
      Earnings Calls
      Last call
      Jul 29, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      APAM -0.9% +9.5% +5.0% +7.5% +3.5%
      SPY +0.4% +4.5% +13.8% +3.9% +13.9%
      vs SPY -1.3% +5.1% -8.7% +3.6% -10.3%

      Capital returns

      Latest dividend
      $0.77 / share · ex May 15, 2026
      Declared · upcoming
      $0.80 / share · ex Aug 17, 2026
      Cut 51.3%
      Paid (TTM)
      $3.23 / share · 3 payouts
      Dividend yield (TTM, derived)
      7.66%

      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 1517302 CUSIP 04316A108 13F (30d) 343 filings 342 filers Visit website Investor relations