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AMG 
Affiliated Managers Group Inc (AMG)
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Upturn Advisory Summary
11/05/2025: AMG (3-star) is a STRONG-BUY. BUY since 127 days. Simulated Profits (46.54%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
7 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $308
1 Year Target Price $308
| 3 | Strong Buy |
| 1 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 78.23% | Avg. Invested days 95 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.35B USD | Price to earnings Ratio 15.48 | 1Y Target Price 308 |
Price to earnings Ratio 15.48 | 1Y Target Price 308 | ||
Volume (30-day avg) 7 | Beta 1.23 | 52 Weeks Range 139.21 - 261.32 | Updated Date 11/7/2025 |
52 Weeks Range 139.21 - 261.32 | Updated Date 11/7/2025 | ||
Dividends yield (FY) 0.02% | Basic EPS (TTM) 16.72 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-11-03 | When Before Market | Estimate 5.78 | Actual 6.1 |
Profitability
Profit Margin 26.01% | Operating Margin (TTM) 28.79% |
Management Effectiveness
Return on Assets (TTM) 3.56% | Return on Equity (TTM) 16.22% |
Valuation
Trailing PE 15.48 | Forward PE 8.73 | Enterprise Value 8981073502 | Price to Sales(TTM) 3.6 |
Enterprise Value 8981073502 | Price to Sales(TTM) 3.6 | ||
Enterprise Value to Revenue 4.42 | Enterprise Value to EBITDA 8.6 | Shares Outstanding 28412063 | Shares Floating 27268828 |
Shares Outstanding 28412063 | Shares Floating 27268828 | ||
Percent Insiders 3.67 | Percent Institutions 95.1 |
Upturn AI SWOT
Affiliated Managers Group Inc
Company Overview
History and Background
Affiliated Managers Group (AMG) was founded in 1993 by William J. Nutt. It operates as an asset management company, acquiring equity stakes in boutique investment management firms. Over time, AMG has grown through acquisitions and strategic partnerships.
Core Business Areas
- Affiliated Investment Management Firms: AMG owns minority equity stakes in a diverse group of independent investment management firms, known as Affiliates. These Affiliates operate autonomously, managing assets for institutional and retail clients.
Leadership and Structure
Jay C. Horgen serves as the President and CEO. AMG operates with a decentralized structure, allowing its Affiliates significant operational autonomy while providing centralized support and capital.
Top Products and Market Share
Key Offerings
- Investment Management Services: AMG's Affiliates offer a wide range of investment strategies across various asset classes, including equities, fixed income, and alternative investments. Market share varies by specific asset class and strategy. Revenue is dependent on AUM and performance fees. Competitors are large asset managers like BlackRock, Vanguard, and State Street.
Market Dynamics
Industry Overview
The asset management industry is characterized by increasing competition, fee compression, and a growing demand for specialized investment strategies.
Positioning
AMG differentiates itself through its partnership model, offering Affiliates autonomy while benefiting from centralized resources and distribution. Its competitive advantage lies in its ability to attract and retain talented investment teams.
Total Addressable Market (TAM)
The global asset management market is estimated to be in the trillions of dollars. AMG is positioned to capture a portion of this TAM through its diverse Affiliate base and global distribution network.
Upturn SWOT Analysis
Strengths
- Diversified Affiliate base
- Decentralized operating model
- Strong capital base
- Proven track record of Affiliate acquisitions
Weaknesses
- Reliance on Affiliate performance
- Potential for Affiliate key personnel risk
- Exposure to market volatility
- Complexity of managing a diverse group of Affiliates
Opportunities
- Further Affiliate acquisitions
- Expansion into new asset classes
- Growth in emerging markets
- Increased demand for alternative investments
Threats
- Market downturns
- Increased competition
- Regulatory changes
- Fee compression
Competitors and Market Share
Key Competitors
- BlackRock (BLK)
- The Carlyle Group (CG)
- Ares Management Corporation (ARES)
Competitive Landscape
AMG's partnership model provides a competitive advantage in attracting and retaining talented investment teams. However, it faces competition from larger asset managers with greater scale and resources.
Major Acquisitions
Litman Gregory Wealth Management
- Year: 2021
- Acquisition Price (USD millions):
- Strategic Rationale: Expanded AMG's wealth management capabilities and client base.
Growth Trajectory and Initiatives
Historical Growth: AMG's growth has been driven by acquisitions of Affiliates and organic growth within existing Affiliates.
Future Projections: Future growth is expected to be driven by continued acquisitions, expansion into new markets, and increased demand for alternative investments. Analyst estimates need to be referenced here for precise projections.
Recent Initiatives: Recent strategic initiatives may include new Affiliate acquisitions, product launches, or distribution partnerships.
Summary
AMG's decentralized affiliate model allows for specialized investment expertise, but its reliance on affiliate performance creates volatility. A diversified affiliate base and strong capital provide stability. Future growth depends on successful acquisitions and navigating market conditions. Increased competition and regulatory changes pose potential challenges for AMG.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q)
- Investor Presentations
- Analyst Reports
- Market Research Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market data and analyst estimates are subject to change. Investment decisions should be based on individual risk tolerance and due diligence.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Affiliated Managers Group Inc
Exchange NYSE | Headquaters West Palm Beach, FL, United States | ||
IPO Launch date 1997-11-21 | CEO & Director Mr. Jay C Horgen | ||
Sector Financial Services | Industry Asset Management | Full time employees 4100 | Website https://www.amg.com |
Full time employees 4100 | Website https://www.amg.com | ||
Affiliated Managers Group, Inc., through its affiliates, operates as an investment management company providing investment management services to mutual funds, institutional clients,retails and high net worth individuals in the United States. It provides advisory or sub-advisory services to mutual funds. These funds are distributed to retail, high net worth and institutional clients directly and through intermediaries, including independent investment advisors, retirement plan sponsors, broker-dealers, major fund marketplaces, and bank trust departments. The company also offers investment products in various investment styles in the institutional distribution channel, including small, small/mid, mid, and large capitalization value and growth equity, and emerging markets. In addition, it offers quantitative, alternative, and fixed income products, and manages assets for foundations and endowments, defined benefit, and defined contribution plans for corporations and municipalities. Affiliated Managers Group provides investment management or customized investment counseling and fiduciary services. Affiliated Managers Group, Inc. was formed in 1993 and is based in West Palm Beach, Florida with additional offices in Prides Crossing, Massachusetts; Stamford, Connecticut; London, United Kingdom; Dubai, United Arab Emirates; Sydney, Australia; Hong Kong; Tokyo, Japan, Zurich, Switzerland and Delaware.
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