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AMG

Affiliated Managers Group Inc

AMG

132.31USD-1.54 (-1.15%)Market Closed
Watchlist

Market Summary

USD132.31-1.54
Market Closed
-1.15%

AMG Alerts

  • Big jump in Earnings (Y/Y)

AMG Stock Price

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AMG RSI Chart

AMG Valuation

Market Cap

4.7B

Price/Earnings (Trailing)

3.79

Price/Sales (Trailing)

2.27

EV/EBITDA

3.15

Price/Free Cashflow

5.47

AMG Price/Sales (Trailing)

AMG Profitability

EBT Margin

79.77%

Return on Equity

33.85%

Return on Assets

12.83%

Free Cashflow Yield

18.27%

AMG Fundamentals

AMG Revenue

Revenue (TTM)

2.1B

Revenue Y/Y

-9.23%

Revenue Q/Q

2.48%

AMG Earnings

Earnings (TTM)

1.3B

Earnings Y/Y

92.72%

Earnings Q/Q

73.18%

Price Action

Last 7 days

-1.5%

Last 30 days

7.9%

Last 90 days

-0.8%

Trailing 12 Months

-15.7%

How does AMG drawdown profile look like?

AMG Financial Health

Debt/Equity

0.75

Debt/Cashflow

0.34

AMG Investor Care

Dividend Yield

0.03%

Dividend/Share (TTM)

0.04

Buy Backs (1Y)

7.24%

Diluted EPS (TTM)

28.68

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales
YearQ1Q2Q3Q4
20232.2B2.1B2.1B0
20222.5B2.5B2.5B2.3B
20212.1B2.2B2.3B2.4B
20202.2B2.1B2.0B2.0B
20192.3B2.3B2.2B2.2B
20182.4B2.4B2.4B2.4B
20172.2B2.2B2.3B2.3B
20162.4B2.3B2.2B2.2B
20152.6B2.6B2.5B2.5B
20142.3B2.4B2.5B2.5B
20131.9B2.0B2.1B2.2B
20121.7B1.7B1.7B1.8B
20111.5B1.7B1.7B1.7B
2010914.3M1.0B1.2B1.4B
20091.1B1.0B920.9M841.8M
20080001.2B

Latest Insider Trading transactions for AMG

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
Nov 15, 2023
jamal rizwan m
gifted
-
-
-70,776
head of affiliate investments
Nov 15, 2023
jamal rizwan m
gifted
-
-
70,776
head of affiliate investments
Aug 15, 2023
horgen jay c.
sold (taxes)
-2,598,940
133
-19,535
president and ceo
Aug 15, 2023
alvingham karen l.
acquired
-
-
753
-
Aug 15, 2023
jamal rizwan m
sold (taxes)
-806,755
133
-6,064
head of affiliate investments
Aug 15, 2023
jeffery reuben iii
acquired
-
-
900
-
Aug 15, 2023
alvingham karen l.
sold (taxes)
-7,716
133
-58.00
-
Aug 15, 2023
churchill dwight d.
acquired
-
-
1,064
-
Aug 15, 2023
wojcik thomas m
sold (taxes)
-337,522
133
-2,537
chief financial officer
Aug 15, 2023
atkinson tracy a
acquired
-
-
398
-

1–10 of 50

Which funds bought or sold AMG recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
Nov 24, 2023
DEUTSCHE BANK AG\
reduced
-41.99
-5,968,490
6,075,020
-%
Nov 22, 2023
Polar Capital Holdings Plc
reduced
-39.42
-10,266,800
11,428,700
0.09%
Nov 21, 2023
Walleye Trading LLC
reduced
-35.83
-196,367
247,907
-%
Nov 21, 2023
COMERICA BANK
sold off
-100
-
-
-%
Nov 21, 2023
Walleye Capital LLC
reduced
-58.21
-2,488,070
1,420,320
-%
Nov 21, 2023
COMERICA BANK
reduced
-96.68
2,008,970
2,011,970
0.01%
Nov 21, 2023
COMERICA BANK
sold off
-100
-1,000
-
-%
Nov 17, 2023
SkyView Investment Advisors, LLC
added
4.84
-57,000
588,000
0.24%
Nov 17, 2023
Diversified Trust Co
sold off
-100
-625,640
-
-%
Nov 17, 2023
JACOBS LEVY EQUITY MANAGEMENT, INC
reduced
-38.64
-890,203
1,018,350
0.01%

1–10 of 46

Latest Funds Activity

Are funds buying AMG calls or puts?
Calls
Puts
No. of funds holding Calls - Puts
Net Call Options
No. of funds that own AMG
No. of Funds

Schedule 13G FIlings of Affiliated Managers Group Inc

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
Feb 14, 2023
clarkston capital partners, llc
5.94%
2,237,093
SC 13G
Feb 09, 2023
vanguard group inc
10.29%
3,874,869
SC 13G/A
Feb 08, 2023
morgan stanley
7.2%
2,703,663
SC 13G/A
Jan 24, 2023
blackrock inc.
9.3%
3,504,965
SC 13G/A
Jan 10, 2023
edgepoint investment group inc.
8.2%
3,089,345
SC 13G/A
Nov 10, 2022
vanguard group inc
10.09%
3,855,328
SC 13G/A
Feb 11, 2022
edgepoint investment group inc.
14.4%
5,838,819
SC 13G/A
Feb 09, 2022
vanguard group inc
8.89%
3,615,357
SC 13G/A
Feb 09, 2022
morgan stanley
6.5%
2,653,306
SC 13G/A
Feb 01, 2022
blackrock inc.
9.1%
3,687,323
SC 13G/A

Recent SEC filings of Affiliated Managers Group Inc

View All Filings
Date Filed Form Type Document
Nov 17, 2023
4
Insider Trading
Nov 13, 2023
13F-NT
13F-NT
Nov 08, 2023
4
Insider Trading
Nov 06, 2023
8-K
Current Report
Nov 06, 2023
10-Q
Quarterly Report
Sep 28, 2023
3
Insider Trading
Sep 25, 2023
8-K
Current Report

Peers (Alternatives to Affiliated Managers Group Inc)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
108.8B
17.6B
22.18% 0.45%
20.21
6.2
-5.78% -3.16%
76.7B
8.4B
19.12% 19.69%
42.68
9.08
-32.87% -30.57%
37.0B
18.6B
12.92% 2.93%
10.22
1.99
39.05% 25.27%
33.3B
3.5B
8.01% 41.43%
58.77
9.48
2.56% 40.60%
11.8B
7.8B
5.61% -11.43%
13.32
1.5
-5.15% -31.67%
MID-CAP
7.8B
5.7B
7.92% -29.06%
11.43
1.29
-9.77% -35.38%
4.7B
2.1B
7.93% -15.66%
3.79
2.27
-15.60% 129.63%
3.7B
-
-2.45% -32.33%
13.47
-
- -25.86%
3.0B
952.1M
15.51% 10.25%
14.15
3.13
-12.03% -11.83%
2.8B
495.8M
11.22% -13.52%
21.15
5.62
-17.53% -35.12%
SMALL-CAP
1.9B
714.4M
12.51% 7.28%
16.98
2.71
19.52% 26.73%
1.1B
237.0M
5.82% -7.04%
-901.45
4.72
27.67% -104.78%
748.3M
27.2M
-0.27% -17.66%
40.91
31.64
63.80% 165.45%
737.5M
397.6M
13.78% -
10.05
1.85
-18.61% -32.91%
17.3M
737.5M
-4.03% -61.13%
-9.14
0.02
24.02% -119.80%

Affiliated Managers Group Inc News

Latest updates
Defense World27 Nov 202311:53 am26 hours ago
Defense World23 Nov 202306:33 am5 days ago
Defense World16 Nov 202308:00 am12 days ago
Nasdaq07 Nov 202308:00 am21 days ago
Yahoo Finance06 Nov 202308:00 am22 days ago
Nasdaq06 Nov 202308:00 am22 days ago
Defense World04 Nov 202306:33 am24 days ago
Nasdaq03 Nov 202307:00 am25 days ago
Seeking Alpha24 Oct 202310:57 am35 days ago
Business Wire24 Oct 202307:00 am35 days ago
Yahoo Finance24 Oct 202307:00 am35 days ago
Seeking Alpha24 Oct 202307:00 am35 days ago
Marketscreener.com23 Oct 202307:00 am36 days ago
Yahoo Finance25 Sep 202307:00 am2 months ago

Financials for Affiliated Managers Group Inc

Income Statement (Last 12 Months)
(In Millions)
Income Statement (Quarterly)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q3
Revenue2.5%525513517540579604607692575586559554495471507556549592543564601
Operating Expenses-4.6%357375381452425401395468395390379387359410354445373413388427422
  S&GA Expenses6.9%91.0085.0097.0011093.0093.0089.0097.0083.0089.0079.0083.0074.0074.0090.0094.0092.0096.0096.00103103
EBITDA Margin-100.0%-0.85*0.81*0.80*0.47*0.49*0.51*0.52*0.49*0.47*0.46*0.36*0.29*0.29*0.34*0.23*-----
Interest Expenses0.6%31.0031.0031.0030.0028.0027.0029.0029.0029.0027.0028.0027.0024.0022.0020.0019.0020.0020.0018.0018.0020.00
Income Taxes136.9%78.0033.0045.0022837.0038.0056.0085.0045.0071.0051.0038.0038.003.002.00-1.5031.0036.00-61.8035.0049.00
Earnings Before Taxes65.2%3642202341,05920121227436825325526523416567.0042.0094.00193216-194-63.60250
EBT Margin-100.0%-0.80*0.76*0.75*0.43*0.45*0.47*0.47*0.44*0.42*0.35*0.25*0.18*0.19*0.25*0.14*-----
Net Income73.2%21712513577811310914617812810915011671.0031.00-15.6023.0086.00108-200-151125
Net Income Margin-100.0%-0.54*0.51*0.49*0.22*0.23*0.23*0.23*0.22*0.20*0.18*0.10*0.05*0.06*0.09*0.01*-----
Free Cashflow-100.0%-89.0023325528835914135834436118838124928883.00309-----
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q3
Assets0.4%9,0048,9668,8968,8818,4308,4698,5718,8768,1088,0227,6817,8897,6707,4967,4827,6547,6797,7287,6778,2198,539
    Cash Equivalents27.2%9997868334296236075019091,1287787661,040929682592540403360305566448
  Net PPE-3.8%64.0066.0067.0069.0070.0071.0074.0074.0074.0076.0076.0080.0082.0086.0089.0092.0093.00100102104105
  Goodwill-5.7%2,5092,6602,6492,6492,6282,6602,6842,6892,6592,6702,6662,6612,6392,6282,6222,6522,6302,6402,6422,6332,648
Liabilities0.3%4,1074,0974,1434,2404,2884,2774,3394,4924,1594,1083,7633,9003,6893,4723,3923,2383,1993,1753,1623,2513,249
  Long Term Debt0.0%2,5372,5362,5362,5352,5352,5342,5782,4902,4922,2992,3032,3122,3112,0432,0451,7941,7931,7911,7811,8301,535
Shareholder's Equity31.4%4,4643,3984,2193,2302,7663,6443,5933,7113,2003,1583,1873,3173,3283,3423,5093,4993,6333,8263,7604,1354,321
  Retained Earnings3.6%6,1945,9775,8525,7184,9414,8294,7194,5704,3924,2634,1554,0063,8903,8193,7893,8203,8143,7443,6533,8774,044
  Additional Paid-In Capital10.8%722652564696710652557652556539620729764768861707743836804836708
Shares Outstanding-100.0%-36.0036.00-38.0039.0040.00-41.00------------
Cashflow (Last 12 Months)
(In Millions)
Cashflow (Quarterly)
(In Thousands)
(*) denotes actual numbers (not divided by Thousands)
Description(%) Q/Q2023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q3
Cashflow From Operations224.0%293,90090,700234,800257,300290,900361,500145,000361,900346,400362,000188,900382,500251,400289,80085,600312,500307,400327,100-17,900264,400298,900
  Share Based Compensation-19.0%26,00032,10025,30032,90024,20025,80030,90035,80032,90023,10034,90036,50025,20032,70024,80027,50020,90022,50019,500-27,700
Cashflow From Investing5925.8%186,8003,100288,000156,700-94,600-14,600-157,400-405,900-7,100-146,600-24,100-45,700-11,100-12,80015,900115,500-96,900-42,900-1002,7004,600
Cashflow From Financing-74.5%-258,800-148,300-116,900-623,800-162,900-227,300-388,900-172,80016,500-201,100-440,900-233,9004,800-188,600-37,700-300,500-163,800-226,700-243,700-141,400-245,900
  Dividend Payments0%40040040040040040040040040040050050050050015,30015,70016,20016,40017,00015,80016,000
  Buy Backs282.2%169,30044,300-360,70073,20078,600201,300102,30098,10082,100312,800122,10099,70033,10080,200132,70081,60070,80071,00078,10098,200

AMG Income Statement

2023-09-30
CONSOLIDATED STATEMENTS OF INCOME - USD ($)
shares in Millions, $ in Millions
3 Months Ended9 Months Ended
Sep. 30, 2023
Sep. 30, 2022
Sep. 30, 2023
Sep. 30, 2022
Income Statement [Abstract]    
Consolidated revenue$ 525.2$ 578.6$ 1,555.2$ 1,789.9
Consolidated expenses:    
Compensation and related expenses211.8273.8663.0797.0
Selling, general and administrative91.193.2273.4275.7
Intangible amortization and impairments12.514.437.539.4
Interest expense31.128.392.484.7
Depreciation and other amortization3.03.810.011.9
Other expenses (net)7.911.936.212.3
Total consolidated expenses357.4425.41,112.51,221.0
Equity method income (net)39.844.8154.3123.9
Affiliate Transaction gain133.10.0133.10.0
Investment and other income (expense)23.03.187.2(5.3)
Income before income taxes363.7201.1817.3687.5
Income tax expense77.736.8155.4130.5
Net income286.0164.3661.9557.0
Net income (non-controlling interests)(69.0)(51.7)(185.1)(189.0)
Net income (controlling interest)$ 217.0$ 112.6$ 476.8$ 368.0
Average shares outstanding (basic) (in shares)34.938.235.638.8
Average shares outstanding (diluted) (in shares)43.443.542.947.8
Earnings per share (basic) (in dollars per share)$ 6.22$ 2.95$ 13.41$ 9.48
Earnings per share (diluted) (in dollars per share)$ 5.48$ 2.80$ 12.28$ 8.83

AMG Balance Sheet

2023-09-30
CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Millions
Sep. 30, 2023
Dec. 31, 2022
Assets  
Cash and cash equivalents$ 999.2$ 429.2
Receivables428.9316.0
Investments in marketable securities462.3716.9
Goodwill2,509.02,648.7
Acquired client relationships (net)1,809.51,876.0
Equity method investments in Affiliates (net)2,034.92,139.5
Fixed assets (net)63.868.5
Other investments457.9421.6
Other assets238.1264.6
Total assets9,003.68,881.0
Liabilities and Equity  
Payables and accrued liabilities636.2778.3
Debt2,536.92,535.3
Deferred income tax liability (net)451.7464.7
Other liabilities482.3461.7
Total liabilities4,107.14,240.0
Commitments and contingencies (Note 8)
Redeemable non-controlling interests432.3465.4
Equity:  
Common stock ($0.01 par value, 153.0 shares authorized; 58.5 shares issued in 2022 and 2023)0.60.6
Additional paid-in capital722.3695.5
Accumulated other comprehensive loss(179.9)(203.4)
Retained earnings6,193.85,718.2
Total stockholders' equity before treasury stock6,736.86,210.9
Less: Treasury stock, at cost (22.7 shares in 2022 and 24.3 shares in 2023)(3,241.8)(2,980.6)
Total stockholders' equity3,495.03,230.3
Non-controlling interests969.2945.3
Total equity4,464.24,175.6
Total liabilities and equity$ 9,003.6$ 8,881.0
AMG
Affiliated Managers Group, Inc., through its affiliates, operates as an investment management company providing investment management services to mutual funds, institutional clients,retails and high net worth individuals in the United States. It provides advisory or sub-advisory services to mutual funds. These funds are distributed to retail, high net worth 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. Affiliated Managers Group, Inc. was formed in 1993 and is based in West Palm Beach, Florida with additional offices in Prides Crossing, Massachusetts; Stamford, Connecticut; London, United Kingdom; Dubai, United Arab Emirates; Sydney, Australia; Hong Kong; Tokyo, Japan, Zurich, Switzerland and Delaware.
 CEO
 WEBSITEwww.amg.com
 EMPLOYEES3950

Affiliated Managers Group Inc Frequently Asked Questions


What is the ticker symbol for Affiliated Managers Group Inc?

Ticker symbol for Affiliated Managers Group Inc is AMG.

What is the market capital of Affiliated Managers Group Inc (AMG)?

As of Mon Nov 27 2023, market cap of Affiliated Managers Group Inc is 4.75 Billion. The market capitalization is calculated by multiplying the stock price with the number of shares outstanding.

What is the fair value of AMG stock?

You can check AMG's fair value in chart. The fair value of Affiliated Managers Group Inc is provided for various growth and macro-economic scenarios from very pessimiatic to very optimistic assumptions. These fair values are estimates from Grufity's Fair Value model based on company's past performance. However, past performance of Affiliated Managers Group Inc is no guarantee of future performance. These fairvalue estimates should only be used as one of the inputs in your stock analysis. We provide model's historical fair value estimates for AMG so that you know how good or bad the model has been in the past so you can discard it if needed.

Is Affiliated Managers Group Inc stock overpriced or underpriced?

The fair value guage provides a quick view whether AMG is over valued or under valued. Whether Affiliated Managers Group Inc is cheap or expensive depends on the assumptions which impact Affiliated Managers Group Inc's fair value. We provide several scenarios of inflation and growth to encompass these range of assumptions for AMG.

What is Affiliated Managers Group Inc's Price to Earnings (PE) and Price to sales (PS) ratio?

As of Mon Nov 27 2023, AMG's PE ratio (Price to Earnings) is 3.79 and Price to Sales (PS) ratio is 2.27. The price to earnings and price to sales ratio are two most important valuation metrics for any company. PE ratio tell us the number of years of earnings investors are ready to pay for owning the company. Historically, S&P500 price to earnings ratio has fallen below 12 during periods of gloom and gone past 30 during periods of euphoria. AMG PE ratio will change depending on the future growth rate expectations of investors.