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Upturn AI SWOT - About
APAM 
Artisan Partners Asset Management Inc (APAM)
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Upturn Advisory Summary
08/14/2025: 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 $45.62
1 Year Target Price $45.62
| 0 | Strong Buy |
| 1 | Buy |
| 2 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 0.21% | Avg. Invested days 39 | 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 08/14/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.37B USD | Price to earnings Ratio 12.64 | 1Y Target Price 45.62 |
Price to earnings Ratio 12.64 | 1Y Target Price 45.62 | ||
Volume (30-day avg) 4 | Beta 1.67 | 52 Weeks Range 31.75 - 48.46 | Updated Date 08/15/2025 |
52 Weeks Range 31.75 - 48.46 | Updated Date 08/15/2025 | ||
Dividends yield (FY) 6.35% | Basic EPS (TTM) 3.78 |
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 2025-07-21 | When After Market | Estimate 0.7825 | Actual 0.83 |
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 12.64 | Forward PE 13.93 | Enterprise Value 3351374344 | Price to Sales(TTM) 2.96 |
Enterprise Value 3351374344 | Price to Sales(TTM) 2.96 | ||
Enterprise Value to Revenue 2.95 | Enterprise Value to EBITDA 7 | Shares Outstanding 70470800 | Shares Floating 63200343 |
Shares Outstanding 70470800 | Shares Floating 63200343 | ||
Percent Insiders 2.7 | Percent Institutions 91.28 |
Upturn AI SWOT
Artisan Partners Asset Management Inc
Company Overview
History and Background
Artisan Partners Asset Management Inc. was founded in 1994. It is an investment management firm focused on providing differentiated, high-value investment strategies to sophisticated clients globally. The firm's growth has been driven by its investment autonomy and focus on attracting and retaining talent.
Core Business Areas
- Global Equity: Investment strategies focused on global equities.
- Non-U.S. Equity: Investment strategies focused on equities outside of the United States.
- U.S. Equity: Investment strategies focused on U.S. equities.
- Credit: Investment strategies focused on fixed income and credit markets.
Leadership and Structure
The leadership team consists of experienced investment professionals and business leaders. The company operates with a decentralized structure, empowering its investment teams with autonomy.
Top Products and Market Share
Key Offerings
- Artisan Global Opportunities Fund: A global equity strategy seeking long-term capital appreciation. Competitors include other global equity funds such as those offered by Baillie Gifford, T. Rowe Price, and Capital Group. Market share data is not publicly available.
- Artisan Developing World Fund: An emerging markets equity strategy. Competitors include other emerging market funds such as those offered by GQG Partners, and Lazard Asset Management. Market share data is not publicly available.
Market Dynamics
Industry Overview
The asset management industry is characterized by increasing competition, fee compression, and a shift towards passive investing. Technological advancements and regulatory changes are also shaping the landscape.
Positioning
Artisan Partners positions itself as a high-conviction, active investment manager focused on delivering alpha. Its competitive advantage lies in its experienced investment teams and differentiated investment processes.
Total Addressable Market (TAM)
The global asset management market is estimated to be in the trillions of dollars. Artisan Partners targets a specific segment of this market focused on institutional and high-net-worth investors seeking active management.
Upturn SWOT Analysis
Strengths
- Experienced investment teams
- Differentiated investment processes
- Strong brand reputation
- Decentralized organizational structure
- High-conviction investment approach
Weaknesses
- Dependence on key investment professionals
- Concentration of assets under management (AUM) in certain strategies
- Sensitivity to market volatility
- Active management subject to performance fluctuations
- High operating expenses
Opportunities
- Expansion into new investment strategies
- Geographic diversification
- Strategic acquisitions
- Increased demand for active management in specific market segments
- Leveraging technology to improve investment processes
Threats
- Increasing competition from passive investment strategies
- Fee compression
- Market volatility
- Regulatory changes
- Loss of key investment professionals
Competitors and Market Share
Key Competitors
- BLK
- TROW
- WBD
- AMG
- JPM
- GS
- MS
- APAM
Competitive Landscape
Artisan Partners competes on investment performance and differentiated strategies. It faces competition from both large, diversified asset managers and smaller, boutique firms.
Growth Trajectory and Initiatives
Historical Growth: Growth has been driven by AUM increases, both organically and through market appreciation.
Future Projections: Analyst projections vary, but generally anticipate continued growth, although at potentially lower rates due to industry headwinds.
Recent Initiatives: Recent initiatives may include launching new investment strategies or expanding into new markets. Check the Investor Relations section of the company website for specifics.
Summary
Artisan Partners is a reputable asset management firm with experienced investment teams. However, the company's performance is subject to market volatility and the retention of key personnel. They are positioned well in a competitive market, facing increasing fee pressure and competition from passive investment strategies. Future growth will depend on the ability to attract and retain talent, differentiate its investment strategies, and adapt to evolving market conditions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Artisan Partners Asset Management Inc. Investor Relations
- SEC Filings (10-K, 10-Q)
- Analyst Reports
- Company Press Releases
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market share data is based on estimated AUM and may not be precise. Financial data is based on publicly available information and is subject to change.
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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