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Acadian Asset Management Inc(AAMI)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for AAMI
10/28/2026: AAMI (5-star) is a REGULAR-BUY. BUY for 19 days. Simulated Profits (-3.08%). Updated daily EoD!
Acadian Asset Management Inc. is a publicly traded financial services company specializing in systematic, quantitative active investment management for global institutional clients. The firm is known for its research-driven investment processes and has built a resilient business model centered on long-term institutional relationships. Its primary growth story revolves around the continued adoption of systematic strategies and expansion into alternative assets. Risks include structural fee pressures from passive investment trends and market sensitivity to quantitative factor performance. Acadian may suit growth-oriented investors looking for exposure to specialized active management, though performance should be monitored against institutional AUM trends and investment strategy effectiveness.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The company's focus on systematic and quantitative scaling offers potential for long-term capital appreciation. |
| Momentum investor | Strong fit while signal remains positive | Price momentum has been strong, reflecting institutional interest in the firm's systematic investment results. |
| Value investor | Mixed fit | Current valuation ratios reflect expectations for future growth, making it a less traditional value play. |
| Dividend investor | Weak fit | The company prioritizes reinvestment for growth over high dividend yields. |
| Low-risk investor | Weak fit | Exposure to asset management market volatility and institutional AUM fluctuations entails moderate to high risk. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock's performance is tied to fluctuating AUM and broader market sentiment in the financial sector. |
| Valuation risk | Medium | Premium valuations depend on continued high growth in fee-paying assets. |
| Competition risk (passive investing) | High | The ongoing shift toward low-cost index funds poses a structural threat to active systematic managers. |
| Business quality | Strong | The firm's established intellectual property and institutional trust form a durable competitive moat. |
| Dividend income | Low | Income generation is secondary to growth and capital appreciation for this firm. |
| Execution risk | Medium | Successful integration of advanced AI and data science is critical to maintaining alpha-generating advantages. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 103.97% | Avg. Invested days 42 | Today’s Advisory Regular Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.33B USD | Price to earnings Ratio 33.29 | 1Y Target Price 94 |
Price to earnings Ratio 33.29 | 1Y Target Price 94 | ||
Volume (30-day avg) 394.5K shares | Beta 1.32 | 52 Weeks Range 41.28 - 98.41 | Updated Date 10/28/2026 |
52 Weeks Range 41.28 - 98.41 | Updated Date 10/28/2026 | ||
Dividends yield (FY) 0.33% | Basic EPS (TTM) 2.82 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Systematic Investment Management | Management fees from institutional portfolios, equity mutual funds, and alternative strategies. | The company earns money by charging fees based on the total value of assets they manage for large organizations. |
| Geography | Operations in the US, Europe, Asia-Pacific, and Australia. | Global diversification helps capture institutional capital from various international financial markets. |
Earnings Date
Report Date 2026-10-29 | When Before Market | Estimate 1.25 | Actual - |
Profitability
Profit Margin 15.17% | Operating Margin (TTM) 17.61% |
Management Effectiveness
Return on Assets (TTM) 12.92% | Return on Equity (TTM) 106.77% |
Valuation
Trailing PE 33.29 | Forward PE 15.08 | Enterprise Value 3.51B | Price to Sales(TTM) 4.98 |
Enterprise Value 3.51B | Price to Sales(TTM) 4.98 | ||
Enterprise Value to Revenue 5.25 | Enterprise Value to EBITDA 17.73 | Shares Outstanding 35.49M | Shares Floating 29.45M |
Shares Outstanding 35.49M | Shares Floating 29.45M | ||
Percent Insiders 0.52 | Percent Institutions 109.05 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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