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MGR 
Affiliated Managers Group Inc (MGR)
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Upturn Advisory Summary
11/05/2025: MGR (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.
Analysis of Past Performance
Type Stock | Historic Profit 3.22% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.15B USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 19.57 - 23.89 | Updated Date 02/27/2025 |
52 Weeks Range 19.57 - 23.89 | Updated Date 02/27/2025 | ||
Dividends yield (FY) 6.46% | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) 20.33% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Upturn AI SWOT
Affiliated Managers Group Inc
Company Overview
History and Background
Affiliated Managers Group (AMG) was founded in 1993 by William J. Nutt and began trading publicly in 1997. AMG operates as a holding company acquiring equity stakes in independent investment management firms, providing them with operational support while allowing them to maintain investment autonomy.
Core Business Areas
- Affiliate Investments: AMG invests in a diverse group of independent investment management firms, offering equity, incentives, and operational support.
- Distribution and Marketing: AMG provides distribution and marketing expertise to its affiliates, expanding their reach and attracting new clients.
- Centralized Services: AMG offers centralized services such as legal, compliance, and technology support to its affiliates, enabling them to focus on investment management.
Leadership and Structure
Jay C. Horgen is the current President and CEO. AMG operates with a decentralized structure, allowing its affiliates to maintain their independent investment processes and brand identities.
Top Products and Market Share
Key Offerings
- Equity Strategies: Affiliates offer various equity strategies, including growth, value, and core equity, with different market caps and investment styles. Market share varies across individual affiliates and strategies; AMG's total AUM provides a good proxy for their market influence. Competitors include large asset managers like BlackRock, Vanguard, and State Street.
- Fixed Income Strategies: Affiliates manage fixed income portfolios across different maturities and credit qualities. Market share varies across individual affiliates and strategies; AMG's total AUM provides a good proxy for their market influence. Competitors include large asset managers like BlackRock, Vanguard, and State Street.
- Alternative Investments: Some affiliates offer alternative investment strategies, such as hedge funds, private equity, and real estate. Competitors include Blackstone, Apollo, and KKR. Market share data can fluctuate significantly.
Market Dynamics
Industry Overview
The asset management industry is characterized by intense competition, fee compression, and increasing demand for passive investment strategies. Growth opportunities exist in alternative investments and emerging markets.
Positioning
AMG differentiates itself through its partnership model, offering affiliates autonomy while providing centralized resources. This allows AMG to attract and retain talented investment managers. Fee compression is a major headwind, but AMG aims to generate alpha to justify fees.
Total Addressable Market (TAM)
The global asset management market is estimated to be hundreds of trillions of dollars. AMG is positioned to capture a portion of this market through its diversified affiliate base and specialized investment strategies.
Upturn SWOT Analysis
Strengths
- Diversified affiliate base
- Independent investment managers
- Decentralized structure
- Strong distribution network
- Operational support
Weaknesses
- Reliance on affiliate performance
- Potential for key manager departures
- Complexity of managing multiple affiliates
- Sensitivity to market downturns
- Fee compression pressures
Opportunities
- Expanding into new asset classes
- Acquiring new affiliates in attractive niches
- Growing distribution in emerging markets
- Developing new investment strategies
- Benefiting from industry consolidation
Threats
- Market volatility
- Increased competition
- Regulatory changes
- Economic recession
- Rising interest rates
Competitors and Market Share
Key Competitors
- BlackRock (BLK)
- The Carlyle Group (CG)
- Brookfield Asset Management (BAM)
Competitive Landscape
AMG's competitive advantage lies in its partnership model, offering autonomy to affiliates while providing centralized resources. Larger competitors have greater scale and brand recognition.
Major Acquisitions
Veritable, LP
- Year: 2023
- Acquisition Price (USD millions): 271
- Strategic Rationale: AMG acquired Veritable to expand its wealth management capabilities and access a high-net-worth client base.
Abacus Capital Group, LLC
- Year: 2023
- Acquisition Price (USD millions): 86
- Strategic Rationale: AMG acquired Abacus, a private credit firm.
Growth Trajectory and Initiatives
Historical Growth: AMG's growth has been driven by acquisitions of new affiliates and organic growth of existing affiliates.
Future Projections: Analysts project moderate growth for AMG, driven by continued asset gathering and strategic acquisitions. The rate of growth is sensitive to market conditions.
Recent Initiatives: AMG focuses on acquiring firms in high growth segments.
Summary
AMG has a unique business model fostering entrepreneurial investment managers while providing centralized support. Its diversified affiliate base and operational support is a strength; however, the model relies heavily on the performance of its affiliates and is subject to market volatility. Continued strategic acquisitions in high-growth segments and navigating fee compression will be key to future success. Macroeconomic conditions also pose risks.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Company Investor Relations Materials
- Financial News Outlets (e.g., Bloomberg, Reuters)
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Financial data is subject to change and may not be completely accurate.
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 Affiliated Managers Group Inc
Exchange NYSE | Headquaters - | ||
IPO Launch date 2019-03-29 | CEO - | ||
Sector Financials | Industry Investment Banking & Investment Services | Full time employees 4100 | Website |
Full time employees 4100 | Website | ||
Affiliated Managers Group, Inc., through its affiliates, operates as an asset management company providing investment management services to mutual funds, institutional clients, and high net worth individuals in the United States. It provides advisory or subadvisory services to mutual funds. These funds are distributed to retail 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. The company was formed as a corporation under the laws of Delaware in 1993. Affiliated Managers Group is based in Prides Crossing, Massachusetts.
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