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Upturn AI SWOT - About
APAM 
Artisan Partners Asset Management Inc (APAM)
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Upturn Advisory Summary
09/16/2025: APAM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
4 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $45.25
1 Year Target Price $45.25
| 0 | Strong Buy |
| 1 | Buy |
| 2 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -4.19% | Avg. Invested days 42 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.27B USD | Price to earnings Ratio 12.26 | 1Y Target Price 45.25 |
Price to earnings Ratio 12.26 | 1Y Target Price 45.25 | ||
Volume (30-day avg) 4 | Beta 1.68 | 52 Weeks Range 31.75 - 47.76 | Updated Date 09/16/2025 |
52 Weeks Range 31.75 - 47.76 | Updated Date 09/16/2025 | ||
Dividends yield (FY) 6.62% | Basic EPS (TTM) 3.68 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 23.88% | Operating Margin (TTM) 28.21% |
Management Effectiveness
Return on Assets (TTM) 15.66% | Return on Equity (TTM) 58.29% |
Valuation
Trailing PE 12.26 | Forward PE 11.74 | Enterprise Value 3249191659 | Price to Sales(TTM) 2.87 |
Enterprise Value 3249191659 | Price to Sales(TTM) 2.87 | ||
Enterprise Value to Revenue 2.86 | Enterprise Value to EBITDA 6.79 | Shares Outstanding 70470800 | Shares Floating 63187658 |
Shares Outstanding 70470800 | Shares Floating 63187658 | ||
Percent Insiders 2.7 | Percent Institutions 91.37 |
Upturn AI SWOT
Artisan Partners Asset Management Inc
Company Overview
History and Background
Artisan Partners Asset Management Inc. was founded in 1994. It is a global investment management firm focused on providing high-value added, differentiated investment strategies to sophisticated clients. The firm has grown organically by adding autonomous investment teams managing distinct investment strategies.
Core Business Areas
- Global Equity: Investment strategies focused on companies globally, including developed and emerging markets.
- Non-U.S. Equity: Investment strategies focused on companies outside the United States.
- U.S. Equity: Investment strategies focused on companies within the United States.
- Credit: Investment strategies focused on fixed income and credit-related securities.
Leadership and Structure
William H. Benedict serves as the CEO and Chairman. The firm operates with a multi-boutique structure, where autonomous investment teams manage their respective strategies independently.
Top Products and Market Share
Key Offerings
- Artisan Global Value Fund: Focuses on undervalued companies worldwide. Market share data is not publicly available at the fund level. Competitors include Dodge & Cox Global Stock Fund and Oakmark International Fund.
- Artisan Developing World Fund: Invests in companies in developing and emerging markets. Market share data is not publicly available at the fund level. Competitors include Harding Loevner Emerging Markets Fund and GQG Partners Emerging Markets Equity Fund.
- Artisan Mid-Cap Growth Fund: Invests in medium-sized companies with high growth potential. Market share data is not publicly available at the fund level. Competitors include T. Rowe Price Blue Chip Growth Fund and William Blair Growth Fund.
Market Dynamics
Industry Overview
The asset management industry is characterized by increasing competition, fee compression, and a shift towards passive investing. Active managers need to demonstrate strong performance and differentiated strategies to attract and retain clients.
Positioning
Artisan Partners positions itself as a high-value added active manager with a focus on investment talent and independent investment teams. Its competitive advantage lies in its autonomous boutique structure and focus on long-term investment performance.
Total Addressable Market (TAM)
The global asset management market is estimated to be in the hundreds of trillions of dollars. Artisan Partners is positioned to capture a portion of this TAM by offering specialized active investment strategies. They are relatively small as compared to Blackrock and Vanguard who have huge market share.
Upturn SWOT Analysis
Strengths
- Autonomous investment teams
- Strong investment talent
- Differentiated investment strategies
- Focus on long-term performance
- Solid brand reputation
Weaknesses
- Reliance on key investment professionals
- Active management subject to performance fluctuations
- Higher fee structure compared to passive investments
- Exposure to market volatility
- Limited product diversification beyond active equity and credit
Opportunities
- Expansion into new investment strategies
- Growth in emerging markets
- Increasing demand for active management in specific niches
- Strategic acquisitions to expand capabilities
- Leveraging technology to enhance investment processes
Threats
- Fee compression
- Shift towards passive investing
- Increased competition from larger asset managers
- Economic downturns and market volatility
- Regulatory changes affecting the asset management industry
Competitors and Market Share
Key Competitors
- BLK
- TROW
- AMG
- WDR
- GBL
Competitive Landscape
Artisan Partners faces intense competition from larger, more diversified asset managers. Its advantage lies in its boutique structure and focus on investment talent, but it may be at a disadvantage in terms of scale and distribution.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends based on AUM and investment performance. Growth has been tied to the performance of the investment teams and overall market conditions.
Future Projections: Future growth projections depend on the ability to attract and retain investment talent, launch new strategies, and generate strong investment performance.
Recent Initiatives: Recent initiatives likely include adding new investment teams, expanding into new asset classes, and focusing on distribution and client service.
Summary
Artisan Partners is a specialized asset manager with a focus on active investment strategies and autonomous investment teams. Its strengths lie in its talent and differentiated strategies, but it faces challenges from fee compression and the shift towards passive investing. The company needs to continue attracting and retaining top investment professionals and adapt to the changing landscape to sustain growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings, industry reports, analyst estimates.
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is based on estimates and may not be precise.
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 Artisan Partners Asset Management Inc
Exchange NYSE | Headquaters Milwaukee, WI, United States | ||
IPO Launch date 2013-03-07 | CEO, Director & President Mr. Jason A. Gottlieb | ||
Sector Financial Services | Industry Asset Management | Full time employees 584 | Website https://www.artisanpartners.com |
Full time employees 584 | Website https://www.artisanpartners.com | ||
Artisan Partners Asset Management Inc. is publicly owned investment manager. It provides its services to pension and profit sharing plans, trusts, endowments, foundations, charitable organizations, government entities, private funds and non-U.S. funds, as well as mutual funds, non-U.S. funds and collective trusts. It manages separate client-focused equity and fixed income portfolios. The firm invests in the public equity and fixed income markets across the globe. It invests in growth and value stocks of companies across all market capitalization. For fixed income component of its portfolio the firm invests in non-investment grade corporate bonds and secured and unsecured loans. It employs fundamental analysis to create its portfolios. Artisan Partners Asset Management Inc. was founded in 1994 and is based in Milwaukee, Wisconsin with additional offices in Atlanta, Georgia; New York City; San Francisco, California; Leawood, Kansas; and London, United Kingdom.
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