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APAM · Artisan Partners Asset Management Inc.

Track APAM — free
$34.59 -1.61 (-4.45%)
Market Cap
$2.92B
Shares
81.07M
Volume · Oct 2 1.21M Avg daily vol (3M) 864.8K

Price & Indicators

Drag to pan · scroll to zoom
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$36.20 Open$36.00 Day$35.70–36.73 52W close$33.97–46.23 Avg vol 30d802K Short int3.7M · 4.6% float · 4.9d Short vol50% Last earningsJul 29, 2026 DataJan 2020–Oct 2026 Filing10-Q · Jul 31

Up next

Next earnings call
Oct 28, 2026 Est · unconfirmed · in 4 wks
filed Jul 31, 2026
call held Jul 29, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$1.25B
Trailing 12 months
Net income (TTM)
$300.50M
Trailing 12 months
Revenue growth YoY
+8.9%
Year over year
Operating margin
33.0%
Trailing 12 months
P / E (TTM)
8.7
Trailing earnings · reciprocal yield 11.5%
FCF yield
8.9%
TTM · current market cap
Return on invested capital
122.4%
Trailing 12 months
Net cash
$160.62M
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
+1.1%
Year over year · more shares
Price change (1Y)
-14.6%
Trailing year
Short interest
4.6%
Latest settlement · 4.9 days to cover
View all 115 metrics

AI Brief

Q2 FY26 earnings call · Jul 29, 2026
Q2 FY26

TL;DR. Artisan Partners delivered record quarter-end AUM of $183.4 billion, with adjusted EPS up 13% YoY to $0.94 and adjusted operating margin expanding 120 bps to 32.9%, even as it announced the wind-down of its U.S. Value team following a $6.4 billion outflow that drove $10.5 billion in total net outflows; the firm raised its quarterly dividend 10% YoY to $0.80 and reported continued momentum in credit (16th straight quarter of positive organic growth) and alternatives.

Bullish
  • + Record quarter-end AUM of $183.4 billion, up 6% sequentially and 5% year-over-year
  • + Adjusted EPS rose 13% YoY to $0.94 with adjusted operating margin expanding 120 bps to 32.9%
  • + Credit strategies delivered 16th consecutive quarter of positive organic growth with ~$700M of net inflows (15% annualized)
  • + Board declared quarterly dividend of $0.80, a 4% sequential and 10% year-over-year increase
Bearish
  • − Firmwide net client outflows of $10.5 billion, including $6.4 billion from the U.S. Value team that triggered the wind-down of the franchise
  • − U.S. Value wind-down will negatively impact September quarter EPS by ~$0.03 per share
  • − Growth team lost $2.8 billion in net outflows amid continued performance challenges, including in global opportunities

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice
Overall
Sell
SellHoldBuy
Technical Sell Momentum Very Weak Sentiment Bearish Fundamentals Excellent Quant / Vol Moderate
Market backdrop VIX 16.4 · calm Equity put/call 0.57
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 200-day avg −8%
below
Price vs 50-day avg −10%
below
RSI (14) 35
neutral
MACD trend Negative
52-week position 18%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Weak
1-month return −12%
trailing
6-month return −2%
trailing
YTD return −11%
this year
Relative strength −14%
vs S&P · 6-mo
Sentiment
smart money
Bearish
Trend (MA cross) No cross
50d $40 › 200d $39 — 50d above 200d
Institutional flow Flat
1 of 382 funds reported for Sep 30 · net 0 sh shares
Insider flow Distributing
Net -$298.1K over 90 days · 100% sells
Short interest Rising
4.59% of float · ▲ +9.9% MoM · 4.9 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
382 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 8.7
below peers
Balance sheet $56.8M
net debt
Quant / Vol
risk profile
Moderate
Volatility 27%
annualized · 1-yr
Max drawdown −27%
past year
ATR 2.7%
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 Dec 31, 2025
Long-term incentive amortization expense · for 2026 $85M
Prior guidance period ended · from the Earnings Call filed Dec 31, 2025
Fixed compensation and benefits expenses · first quarter of 2026 compared to the fourth quarter of 2025 $6M

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

Technicals

trend & momentum for long-term holders Sell
3 · 4 · 0
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−8% Bearish
Price vs 50-day avg
−10% Bearish
RSI (14)
35 Neutral
MACD trend
Negative Bearish
52-week position
18% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $40 › 200d $39 — 50d above 200d
Institutional flow Flat
1 of 382 funds reported for Sep 30 · net 0 sh shares
Insider flow Distributing
Net -$298.1K over 90 days · 100% sells
Short interest Rising
4.59% of float · ▲ +9.9% MoM · 4.9 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
382 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $34 Now $36 · 18% Range high $46
vs 200-day avg -8% vs 50-day avg -10%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

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
$2.92B -11.1% +7.6% 8.7 4.6%
BLK
BlackRock, Inc.
$347.03B -0.6% +16.2% 25.6 0.6%
KKR
KKR & Co. Inc.
$86.77B -28.4% -11.0% — 1.5%
BX
Blackstone Inc.
$85.57B -27.2% +9.2% 25.6 2.6%
BN
BROOKFIELD Corp /ON/
$81.46B -20.4% — — 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
Holders
382
% held
86.1%
Reported
1 of 382
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
306
View
Short & Settlement
Short Interest Rising
Shares short
3.7M
Days to cover
4.9d
Change
+334.9K sh
View
Short Volume
Short vol %
50%
As of
Oct 1, 2026
Short Total
View
Fails to Deliver
FTD shares
276
Value
$10.5K
As of
Sep 14, 2026
View
Off-Exchange
Off-exchange %
42.1%
Week of
Aug 24, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$298.1K
Buyers / Sellers
0 / 1
Buyers Sellers
View
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
Sep 25, 2026
This year
18
View
Proposed Sales
Value
$298.1K
Shares
7.0K
Filed
Aug 19, 2026
View
Earnings & Events
Webcasts
Last webcast
Jul 29, 2026
View

Performance

5D 20D 120D MTD YTD
APAM +1.2% -12.1% -1.7% +0.2% -11.1%
SPY -0.4% -0.2% +12.4% +0.2% +12.0%
vs SPY +1.6% -11.9% -14.1% +0.0% -23.2%
Key facts CIK 1517302 CUSIP 04316A108 13F (30d) 9 filings 9 filers Visit website Investor relations