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MGRE · Affiliated Managers Group, Inc.

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$21.26 -0.01 (-0.05%) At close · Oct 27
Market Cap
$10.14B
Shares
25.86M
Volume · Oct 27 27.27K Avg daily vol (3M) 35.18K

Price & Indicators

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20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$21.26 Open$21.21 Day$21.17–21.56 52W close$20.79–25.00 Avg vol 30d48K Last earningsJul 30, 2026 DataMar 2024–Oct 2026 Filing10-Q · Aug 7

Up next

Next earnings call
Oct 31, 2026 Est · unconfirmed · this week
filed Aug 7, 2026
call held Jul 30, 2026

Guidance & track record

Latest guidance · from the Earnings Call filed Jul 30, 2026
third quarter
Adjusted EBITDA Non-GAAP $315M – $325M
Economic earnings per share Non-GAAP $8.43 – $8.71
Recurring fee-related earnings Non-GAAP $315M
full year
Share repurchases Raised $600M
May 1, 2026 $500M changed to Jul 30, 2026 $600M
Q3 2025
Economic earnings per share Non-GAAP $8.43 – $8.71
Previous outlook earlier release · from the Earnings Call filed May 1, 2026

Still-open targets the latest release did not restate under the same label.

Cash earnings per share · this year 45%
Prior guidance period ended · from the Earnings Call filed May 1, 2026
Adjusted EBITDA · second quarter $290M – $305M
Economic earnings per share · second quarter $7.60 – $8.01

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

Technicals

trend & momentum for long-term holders illustrative — not investment advice
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $22 › 200d $23 — 200d above 50d
Institutional flow Accumulating
145 of 573 funds reported for Sep 30 · net +86.8K sh shares · +23 new
Insider flow Flat
No net insider activity over 90 days
Short interest Flat
No short-interest data
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
573 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $21 Now $21 · 11% Range high $25
vs 200-day avg -8% 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
Affiliate transaction gains $14.6M 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 —
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 —
Aggregate fees 3.57B 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 —

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
MGRE
Affiliated Managers Group, Inc.
this stock
$10.14B -12.5% +1.6% — —
BLK
BlackRock, Inc.
$369.16B +6.1% +16.2% 27.2 0.7%
BX
Blackstone Inc.
$87.60B -24.3% +9.2% 26.2 2.5%
BN
BROOKFIELD Corp
$84.90B -17.1% — — 1.0%
KKR
KKR & Co. Inc.
$82.51B -27.9% -11.0% — 1.9%

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
586
% held
99.2%
Reported
145 of 573
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
22
View
Short & Settlement
Fails to Deliver
FTD shares
56
Value
$19.9K
As of
Sep 14, 2026
View
Smart Money
Congressional Trades Sell
Member
Dean Phillips
Amount
$1.0K–$15.0K
Traded
Apr 2, 2020
View
Financials
Financials
Revenue (FY)
$2.1B
Net income (FY)
$716.6M
EPS diluted
$22.74
View
Buybacks
Authorized
shares 4.2M
View
Filings
SEC Filings
Latest
10-Q
Filed
Aug 7, 2026
This year
13
View
Proposed Sales
Value
$104.9K
Shares
305
Filed
Jun 30, 2026
View
Earnings & Events
Webcasts
Last webcast
Jul 30, 2026
View

Performance

5D 20D 120D MTD YTD
MGRE -0.1% -1.0% -11.8% -0.8% -12.5%
SPY +0.1% +0.7% +4.9% +0.9% +12.9%
vs SPY -0.2% -1.7% -16.7% -1.7% -25.4%

Capital returns

Latest dividend
$0.422 / share · ex Sep 29, 2026
Declared · upcoming
$0.4219 / share · ex Dec 29, 2026
Cut 10%
Paid (TTM)
$1.688 / share · 4 payouts
Dividend yield (TTM, derived)
7.94%
Full dividend history
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) 2 filings 2 filers Visit website Investor relations