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Upturn AI SWOT - About
APAM 
Artisan Partners Asset Management Inc (APAM)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
10/31/2025: APAM (1-star) is currently NOT-A-BUY. Pass it for now.
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 $45.75
1 Year Target Price $45.75
| 0 | Strong Buy |
| 1 | Buy |
| 2 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -7.62% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/31/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.08B USD | Price to earnings Ratio 11.77 | 1Y Target Price 45.75 |
Price to earnings Ratio 11.77 | 1Y Target Price 45.75 | ||
Volume (30-day avg) 4 | Beta 1.7 | 52 Weeks Range 31.75 - 47.76 | Updated Date 11/1/2025 |
52 Weeks Range 31.75 - 47.76 | Updated Date 11/1/2025 | ||
Dividends yield (FY) 7.21% | Basic EPS (TTM) 3.71 |
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 2025-11-04 | When After Market | Estimate 0.95 | Actual 1.02 |
Profitability
Profit Margin 22.9% | Operating Margin (TTM) 33.79% |
Management Effectiveness
Return on Assets (TTM) 14.81% | Return on Equity (TTM) 49.58% |
Valuation
Trailing PE 11.77 | Forward PE 10.89 | Enterprise Value 3015933255 | Price to Sales(TTM) 2.66 |
Enterprise Value 3015933255 | Price to Sales(TTM) 2.66 | ||
Enterprise Value to Revenue 2.65 | Enterprise Value to EBITDA 6.3 | Shares Outstanding 70470817 | Shares Floating 63213825 |
Shares Outstanding 70470817 | Shares Floating 63213825 | ||
Percent Insiders 2.7 | Percent Institutions 91.22 |
Upturn AI SWOT
Artisan Partners Asset Management Inc
Company Overview
History and Background
Artisan Partners Asset Management Inc. was founded in 1994 and went public in 2013. It is an investment management firm focused on providing high value-added, distinctive investment strategies to sophisticated clients globally. The firm's growth has been driven by its investment autonomy and focus on talent.
Core Business Areas
- Global Equity: Offers various global equity investment strategies, investing in companies across the world and emphasizing bottom-up fundamental research.
- Non-U.S. Equity: Focuses on investing in equities outside of the United States, employing similar bottom-up research techniques.
- U.S. Equity: Provides investment strategies focused on U.S.-based companies, utilizing fundamental analysis to identify undervalued or high-growth opportunities.
- Credit: Manages fixed-income portfolios, offering strategies focused on credit investments and managing risk effectively.
- Emerging Markets: Focuses on investment opportunities in emerging market equities, leveraging local market knowledge and research capabilities.
Leadership and Structure
Eric Colson is the CEO. The firm operates with a multi-affiliate structure, granting its investment teams significant autonomy. Each team operates independently, managing their respective investment strategies.
Top Products and Market Share
Key Offerings
- Artisan Partners Global Discovery Fund: A global equity fund focusing on discovering high-growth companies across various sectors and regions. Competitors include MFS Investment Management, T. Rowe Price. No readily available market share for the specific fund.
- Assets Under Management (AUM): [In USD millions]: 2323.31
- Artisan Partners International Value Fund: An international value fund focusing on undervalued companies outside the U.S. Competitors include Dodge & Cox, Schroder Investment Management. No readily available market share for the specific fund.
- Assets Under Management (AUM): [In USD millions]: 1958.95
- Artisan Partners U.S. Mid-Cap Growth Fund: A U.S. equity fund investing in mid-sized growth companies. Competitors include Brown Capital Management, William Blair. No readily available market share for the specific fund.
- Assets Under Management (AUM): [In USD millions]: 3037.05
Market Dynamics
Industry Overview
The asset management industry is characterized by intense competition, evolving regulatory landscapes, and increasing client demands for performance and value. The industry is influenced by global economic conditions and market volatility.
Positioning
Artisan Partners positions itself as a high-conviction, autonomous investment manager focusing on delivering differentiated investment results. Its multi-affiliate structure allows it to offer a diverse range of strategies while retaining talent and fostering independent thinking. Its competitive advantage is its focus on investment talent and the autonomy afforded to investment teams.
Total Addressable Market (TAM)
The global asset management market has an estimated value of over $100 trillion. Artisan Partners is positioned to capture a portion of this TAM through its specialized investment strategies and differentiated approach.
Upturn SWOT Analysis
Strengths
- Strong investment talent
- Autonomous investment teams
- Differentiated investment strategies
- Global reach
- Proven track record
Weaknesses
- Dependence on key investment professionals
- Potential for inconsistent performance across teams
- Limited diversification beyond asset management
- AUM vulnerable to market downturns
- Reliance on investment performance to attract assets.
Opportunities
- Expanding into new asset classes
- Growing institutional client base
- Acquiring complementary investment boutiques
- Leveraging technology for improved efficiency
- Growing demand for specialized investment strategies.
Threats
- Increased competition from larger asset managers
- Market volatility impacting AUM
- Regulatory changes
- Rising costs of attracting and retaining talent
- Economic downturns reducing client demand.
Competitors and Market Share
Key Competitors
- BLK
- TROW
- AMG
- WDR
Competitive Landscape
Artisan Partners faces competition from larger, more diversified asset managers, as well as smaller boutique firms. Its advantage lies in its focus on talent and investment autonomy. Disadvantages include its relatively smaller scale and dependence on key personnel.
Growth Trajectory and Initiatives
Historical Growth: Artisan Partners' growth has been tied to its ability to attract and retain talented investment professionals and deliver strong investment performance. The AUM has fluctuated with market performance.
Future Projections: Future growth is expected to be driven by continued strong investment performance, successful expansion into new markets and asset classes, and strategic acquisitions.
Recent Initiatives: Highlight recent strategic initiatives undertaken by Artisan Partners Asset Management Inc.
Summary
Artisan Partners is a specialized asset management firm known for its investment talent and autonomous teams. Its strengths lie in its differentiated investment strategies and global reach, but it faces threats from increased competition and market volatility. Future growth depends on attracting and retaining talent and delivering strong investment performance. The company's success is closely tied to the performance of its investment teams and overall market conditions. While holding a small market share, the company is well known as a global active equity manager.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings
- Market research reports
- Financial news sources
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market share data is approximate and may vary.
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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