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AMG logo AMG
Upturn stock ratingUpturn stock rating
AMG logo

Affiliated Managers Group Inc (AMG)

Upturn stock ratingUpturn stock rating
$227.42
Last Close (24-hour delay)
Profit since last BUY29.81%
upturn advisory
Consider higher Upturn Star rating
BUY since 79 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
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  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

08/28/2025: AMG (2-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Number of Analysts

rating

7 Analysts rated it

Limited analyst coverage, niche firm, research info may be scarce.

1 Year Target Price $240.29

1 Year Target Price $240.29

Analysts Price Target For last 52 week
$240.29 Target price
52w Low $139.21
Current$227.42
52w High $229.4

Analysis of Past Performance

Type Stock
Historic Profit 57.87%
Avg. Invested days 83
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
Stock Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/28/2025

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 6.47B USD
Price to earnings Ratio 16.66
1Y Target Price 240.29
Price to earnings Ratio 16.66
1Y Target Price 240.29
Volume (30-day avg) 7
Beta 1.15
52 Weeks Range 139.21 - 229.40
Updated Date 08/29/2025
52 Weeks Range 139.21 - 229.40
Updated Date 08/29/2025
Dividends yield (FY) 0.02%
Basic EPS (TTM) 13.65

Analyzing Revenue: Products, Geography and Growth

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin 21.79%
Operating Margin (TTM) 25.35%

Management Effectiveness

Return on Assets (TTM) 3.78%
Return on Equity (TTM) 14.06%

Valuation

Trailing PE 16.66
Forward PE 9.82
Enterprise Value 8732183830
Price to Sales(TTM) 3.19
Enterprise Value 8732183830
Price to Sales(TTM) 3.19
Enterprise Value to Revenue 4.3
Enterprise Value to EBITDA 8.36
Shares Outstanding 28412100
Shares Floating 25797301
Shares Outstanding 28412100
Shares Floating 25797301
Percent Insiders 3.34
Percent Institutions 96.8

ai summary icon Upturn AI SWOT

Affiliated Managers Group Inc

stock logo

Company Overview

overview logo History and Background

Affiliated Managers Group (AMG) was founded in 1993 by William J. Nutt. Its initial strategy involved acquiring equity stakes in boutique investment management firms. Over time, AMG has expanded its network to include a diverse range of investment strategies and asset classes.

business area logo Core Business Areas

  • Affiliate Investments: AMG invests in a diverse group of independent investment firms, known as Affiliates. These Affiliates operate with substantial autonomy, managing their own investment strategies and client relationships.
  • Asset Management: AMG's Affiliates provide investment management services to a wide range of clients, including institutional investors, high-net-worth individuals, and retail investors.

leadership logo Leadership and Structure

Jay C. Horgen is the President and CEO. The company operates with a decentralized structure, empowering its Affiliates to manage their businesses independently, while AMG provides centralized support and resources.

Top Products and Market Share

overview logo Key Offerings

  • Equity Strategies: Various equity investment strategies managed by AMG's Affiliates, including growth, value, and core equity. Market share data for each specific strategy is difficult to pinpoint given the dispersed nature of AMG's affiliates. Competitors include large asset managers like BlackRock, Vanguard, and State Street, along with other boutique investment firms.
  • Fixed Income Strategies: Fixed income investment strategies managed by AMG's Affiliates, catering to different risk and return profiles. Market share data is not centrally available due to the dispersed nature of affiliates. Competitors include PIMCO, BlackRock, and other fixed income specialists.
  • Alternative Investments: Includes hedge funds, private equity, and real estate investments managed by AMG's Affiliates. Competitors in this space are Blackstone, Apollo, and other alternative asset managers.

Market Dynamics

industry overview logo Industry Overview

The asset management industry is highly competitive and influenced by factors such as market performance, interest rates, regulatory changes, and investor preferences. There's a growing trend towards passive investing and increased fee pressure.

Positioning

AMG differentiates itself through its partnership model, offering Affiliates operational autonomy and financial support. This attracts and retains talented investment teams. This allows them to specialize in a variety of asset classes.

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 range of investment strategies and Affiliates.

Upturn SWOT Analysis

Strengths

  • Diversified Affiliate base
  • Decentralized structure promoting entrepreneurialism
  • Strong financial support for Affiliates
  • Established track record

Weaknesses

  • Reliance on Affiliate performance
  • Potential for Affiliate departures
  • Complexity of managing a decentralized organization
  • Dependence on key personnel at acquired firms

Opportunities

  • Expansion into new asset classes
  • Growth in emerging markets
  • Acquisition of additional Affiliates
  • Increased demand for alternative investments

Threats

  • Market downturns impacting AUM
  • Increased competition from passive investing
  • Regulatory changes impacting the asset management industry
  • Economic uncertainty

Competitors and Market Share

competitor logo Key Competitors

  • BLK
  • IVZ
  • TROW

Competitive Landscape

AMG's partnership model and decentralized structure are competitive advantages. However, it faces competition from larger, more diversified asset managers with greater scale and brand recognition.

Major Acquisitions

Veritable, LP

  • Year: 2021
  • Acquisition Price (USD millions): 240
  • Strategic Rationale: AMG acquired Veritable, LP, an integrated wealth management firm, to expand its wealth management capabilities and diversify its revenue streams.

Growth Trajectory and Initiatives

Historical Growth: Need specific years and data to fill this section. General placeholders provided for structure.

Future Projections: Need specific years and data to fill this section. General placeholders provided for structure.

Recent Initiatives: Need specific information. Placeholders here. One key initiative is to attract top-tier affiliates with unique investment solutions. Another is strategic capital allocation to support growth.

Summary

Affiliated Managers Group's unique partnership model fosters entrepreneurialism among its affiliates, driving investment performance. Its reliance on affiliate performance and potential for affiliate departures are key risks. Expanding into new asset classes and emerging markets presents growth opportunities. Competition from larger asset managers remains a significant challenge.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company SEC Filings (10-K, 10-Q)
  • Company Investor Relations Materials
  • Market Research Reports on Asset Management Industry
  • Analyst Reports

Disclaimers:

This analysis is for informational purposes only and should not be considered investment advice. Market share data are estimates and may vary. Financial data is subject to change based on company performance and market conditions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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
Full time employees 4100

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.