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Upturn AI SWOT - About
APAM 
Artisan Partners Asset Management Inc (APAM)
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Upturn Advisory Summary
06/27/2025: 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
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Year Target Price $39.19
Year Target Price $39.19
| 0 | Strong Buy |
| 1 | Buy |
| 2 | Hold |
| 0 | Under performing |
| 1 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit -6.58% | Avg. Invested days 35 | 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 06/27/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.14B USD | Price to earnings Ratio 12.24 | 1Y Target Price 41.44 |
Price to earnings Ratio 12.24 | 1Y Target Price 41.44 | ||
Volume (30-day avg) - | Beta 1.67 | 52 Weeks Range 32.25 - 47.30 | Updated Date 06/29/2025 |
52 Weeks Range 32.25 - 47.30 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 6.85% | Basic EPS (TTM) 3.64 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 23.24% | Operating Margin (TTM) 31.22% |
Management Effectiveness
Return on Assets (TTM) 16.31% | Return on Equity (TTM) 60.8% |
Valuation
Trailing PE 12.24 | Forward PE 14.47 | Enterprise Value 3177490876 | Price to Sales(TTM) 2.79 |
Enterprise Value 3177490876 | Price to Sales(TTM) 2.79 | ||
Enterprise Value to Revenue 2.83 | Enterprise Value to EBITDA 7.1 | Shares Outstanding 70427696 | Shares Floating 63154608 |
Shares Outstanding 70427696 | Shares Floating 63154608 | ||
Percent Insiders 2.7 | Percent Institutions 92.17 |
Analyst Ratings
Rating 3 | Target Price 39.19 | Buy 1 | Strong Buy - |
Buy 1 | Strong Buy - | ||
Hold 2 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Artisan Partners Asset Management Inc
Company Overview
History and Background
Artisan Partners Asset Management Inc. was founded in 1994 in Milwaukee, Wisconsin. It is an investment management firm focused on providing high value-added, distinctive investment strategies to sophisticated clients globally. The company has grown through organic expansion and strategic team hires.
Core Business Areas
- Active Investment Management: Provides a range of investment strategies across multiple asset classes, including global equity, non-U.S. equity, U.S. equity, and fixed income. Investment teams operate autonomously.
Leadership and Structure
The company operates with a multi-affiliate structure, where investment teams have autonomy. Eric Colson is the Chief Executive Officer. The board of directors oversees the company's strategic direction.
Top Products and Market Share
Key Offerings
- Global Equity Strategies: Invests in companies across the globe. Exact market share is difficult to pinpoint due to the broad nature of the global equity market, but it is a significant contributor to Artisan's AUM. Competitors include Baillie Gifford, GQG Partners, and Lazard Asset Management.
- Non-U.S. Equity Strategies: Focuses on equity investments outside the United States. Similar to Global Equity, market share data is complex. Competitors include Schroder Investment Management, and T. Rowe Price.
- U.S. Equity Strategies: Invests in U.S. based equities. Market share data is complex. Competitors include Capital Group, and Fidelity.
- Fixed Income Strategies: Involves investments in various fixed-income securities. Competitors include PIMCO, BlackRock, and DoubleLine Capital.
Market Dynamics
Industry Overview
The asset management industry is characterized by increasing competition, fee compression, and regulatory scrutiny. Trends include the rise of passive investing and growing demand for ESG-focused strategies.
Positioning
Artisan Partners positions itself as a high-conviction, active manager with autonomous investment teams. This structure is designed to attract and retain talented portfolio managers, but also carries firm-specific risk.
Total Addressable Market (TAM)
The global asset management market is estimated to be in the trillions of dollars. Artisan Partners is positioned to capture a portion of this TAM through its active investment strategies. The market size is highly variable and dependent on global economic conditions.
Upturn SWOT Analysis
Strengths
- Experienced and autonomous investment teams
- Strong brand reputation for active management
- Diverse range of investment strategies
- Solid track record of investment performance in certain strategies
Weaknesses
- Dependence on key investment professionals (key-person risk)
- Potential for performance variability across different teams
- Higher fee structure compared to passive strategies
- AUM highly sensitive to market fluctuations
Opportunities
- Expanding into new asset classes or geographies
- Developing innovative investment solutions
- Acquiring complementary asset management firms
- Benefiting from market volatility creating active opportunities
Threats
- Increasing competition from passive investment products
- Fee compression in the asset management industry
- Economic downturns impacting AUM
- Regulatory changes affecting investment management practices
Competitors and Market Share
Key Competitors
- TROW
- BLK
- LAZ
- WDR
- AMG
Competitive Landscape
Artisan Partners competes on the basis of investment performance, brand reputation, and investment team autonomy. Its smaller size compared to giants like BlackRock allows for potentially greater agility but also creates scale disadvantages.
Growth Trajectory and Initiatives
Historical Growth: Artisan Partners' historical growth has been driven by AUM growth, which is a function of investment performance and net client flows. Periods of strong market performance typically lead to higher AUM.
Future Projections: Analyst estimates would be sourced to project future revenue, earnings, and AUM growth. These projections are based on assumptions about market conditions, investment performance, and net client flows.
Recent Initiatives: Recent initiatives might include launching new investment strategies, expanding into new markets, or implementing cost-saving measures.
Summary
Artisan Partners is a fundamentally sound company with a strong focus on active management and autonomous investment teams. Its success depends heavily on maintaining investment performance and attracting net client inflows. The company faces threats from fee compression and the increasing popularity of passive investing, but has opportunities to expand into new markets and asset classes. Overall the company seems to need more diversification
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not investment advice.
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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