AMG RSI Chart
Last 7 days
-4.3%
Last 30 days
0.0%
Last 90 days
8.8%
Trailing 12 Months
13.7%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2023 | 2.2B | 2.1B | 2.1B | 2.1B |
2022 | 2.5B | 2.5B | 2.5B | 2.3B |
2021 | 2.1B | 2.2B | 2.3B | 2.4B |
2020 | 2.2B | 2.1B | 2.0B | 2.0B |
2019 | 2.3B | 2.3B | 2.2B | 2.2B |
2018 | 2.4B | 2.4B | 2.4B | 2.4B |
2017 | 2.2B | 2.2B | 2.3B | 2.3B |
2016 | 2.4B | 2.3B | 2.2B | 2.2B |
2015 | 2.6B | 2.6B | 2.5B | 2.5B |
2014 | 2.3B | 2.4B | 2.5B | 2.5B |
2013 | 1.9B | 2.0B | 2.1B | 2.2B |
2012 | 1.7B | 1.7B | 1.7B | 1.8B |
2011 | 1.5B | 1.7B | 1.7B | 1.7B |
2010 | 914.3M | 1.0B | 1.2B | 1.4B |
2009 | 0 | 1.1B | 947.3M | 841.8M |
2008 | 0 | 0 | 0 | 1.2B |
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Mar 28, 2024 | churchill dwight d. | acquired | 787,199 | 86.6482 | 9,085 | - |
Mar 28, 2024 | churchill dwight d. | sold (taxes) | -787,444 | 167 | -4,702 | - |
Mar 05, 2024 | atkinson tracy a | acquired | - | - | 544 | - |
Mar 05, 2024 | ryan david christopher | acquired | - | - | 317 | - |
Mar 05, 2024 | wojcik thomas m | acquired | - | - | 5,678 | chief financial officer |
Mar 05, 2024 | jamal rizwan m | acquired | - | - | 13,244 | head of affiliate investments |
Mar 05, 2024 | palandjian tracy p. | acquired | - | - | 555 | - |
Mar 05, 2024 | wojcik thomas m | acquired | - | - | 13,406 | chief financial officer |
Mar 05, 2024 | wojcik thomas m | sold (taxes) | -1,550,600 | 158 | -9,778 | chief financial officer |
Mar 05, 2024 | jamal rizwan m | acquired | - | - | 6,687 | head of affiliate investments |
Which funds bought or sold AMG recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
Apr 12, 2024 | Westend Capital Management, LLC | new | - | 2,680 | 2,680 | -% |
Apr 12, 2024 | Abacus Planning Group, Inc. | new | - | 270,632 | 270,632 | 0.05% |
Apr 12, 2024 | AdvisorNet Financial, Inc | unchanged | - | 32.00 | 335 | -% |
Apr 11, 2024 | Cadent Capital Advisors, LLC | reduced | -7.63 | 6,253 | 295,920 | 0.12% |
Apr 11, 2024 | Radnor Capital Management, LLC | unchanged | - | 51,000 | 523,000 | 0.09% |
Apr 11, 2024 | Guinness Asset Management LTD | reduced | -10.76 | -5,325 | 405,780 | 0.01% |
Apr 10, 2024 | Partnership Wealth Management, LLC | reduced | -7.21 | 11,817 | 280,169 | 0.20% |
Apr 10, 2024 | CVA Family Office, LLC | unchanged | - | 401 | 4,187 | -% |
Apr 10, 2024 | Bank of New Hampshire | reduced | -12.09 | -6,386 | 224,075 | 0.06% |
Apr 09, 2024 | Alaska Permanent Fund Corp | added | 4.15 | 366,390 | 2,778,660 | 0.04% |
Unveiling Affiliated Managers Group Inc's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Peers (Alternatives to Affiliated Managers Group Inc)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
BLK | 113.6B | 17.9B | 20.65 | 6.36 | ||||
BX | 86.6B | 8.0B | 62.26 | 10.79 | ||||
BK | 41.6B | 20.6B | 12.65 | 2.01 | ||||
ARES | 39.8B | 3.6B | 83.86 | 10.95 | ||||
BEN | 13.1B | 7.9B | 13.56 | 1.67 | ||||
MID-CAP | ||||||||
IVZ | 6.8B | 5.7B | -20.45 | 1.19 | ||||
AMG | 5.3B | 2.1B | 7.85 | 2.57 | ||||
AB | 3.7B | - | 14.08 | - | ||||
APAM | 3.4B | 975.1M | 15.47 | 3.53 | ||||
CNS | 3.4B | 489.6M | 26.27 | 6.92 | ||||
AMK | 2.6B | 708.5M | 21.3 | 3.7 | ||||
SMALL-CAP | ||||||||
PX | 879.9M | 241.7M | -127.86 | 3.64 | ||||
BSIG | 864.3M | 426.6M | 13.13 | 2.03 | ||||
AINC | 17.0M | 746.8M | -3.67 | 0.02 | ||||
AC | 694.0K | 25.3M | 0.02 | 0.03 |
Affiliated Managers Group Inc News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Revenue | -4.3% | 503 | 525 | 513 | 517 | 540 | 579 | 604 | 607 | 692 | 575 | 586 | 559 | 554 | 495 | 471 | 507 | 556 | 549 | 592 | 543 | 564 |
Operating Expenses | 7.5% | 384 | 357 | 375 | 381 | 452 | 425 | 401 | 395 | 468 | 395 | 390 | 379 | 387 | 359 | 410 | 354 | 445 | 373 | 413 | 388 | 427 |
S&GA Expenses | -6.9% | 85.00 | 91.00 | 85.00 | 97.00 | 110 | 93.00 | 93.00 | 89.00 | 97.00 | 83.00 | 89.00 | 79.00 | 83.00 | 74.00 | 74.00 | 90.00 | 94.00 | 92.00 | 96.00 | 96.00 | 103 |
EBITDA Margin | -38.1% | 0.59* | 0.95* | 0.85* | 0.81* | 0.80* | 0.47* | 0.49* | 0.51* | 0.52* | 0.49* | 0.47* | 0.40* | - | - | - | - | - | - | - | - | - |
Interest Expenses | 0.8% | 31.00 | 31.00 | 31.00 | 31.00 | 30.00 | 28.00 | 27.00 | 29.00 | 29.00 | 29.00 | 27.00 | 28.00 | 27.00 | 24.00 | 22.00 | 20.00 | 19.00 | 20.00 | 20.00 | 18.00 | 18.00 |
Income Taxes | -61.6% | 30.00 | 78.00 | 33.00 | 45.00 | 228 | 37.00 | 38.00 | 56.00 | 85.00 | 45.00 | 71.00 | 51.00 | 38.00 | 38.00 | 3.00 | 2.00 | -1.50 | 31.00 | 36.00 | -61.80 | 35.00 |
Earnings Before Taxes | -24.6% | 274 | 364 | 220 | 234 | 1,059 | 201 | 212 | 274 | 368 | 253 | 255 | 265 | 234 | 165 | 67.00 | 42.00 | 94.00 | 193 | 216 | -194 | -63.60 |
EBT Margin | -40.8% | 0.53* | 0.90* | 0.80* | 0.76* | 0.75* | 0.43* | 0.45* | 0.47* | 0.47* | 0.44* | 0.42* | 0.35* | - | - | - | - | - | - | - | - | - |
Net Income | -9.6% | 196 | 217 | 125 | 135 | 778 | 113 | 109 | 146 | 178 | 128 | 109 | 150 | 116 | 71.00 | 31.00 | -15.60 | 23.00 | 86.00 | 108 | -200 | -151 |
Net Income Margin | -45.4% | 0.33* | 0.60* | 0.54* | 0.51* | 0.49* | 0.22* | 0.23* | 0.23* | 0.23* | 0.22* | 0.20* | 0.18* | - | - | - | - | - | - | - | - | - |
Free Cashflow | -14.5% | 249 | 291 | 89.00 | 233 | 255 | 288 | 359 | 141 | 358 | 344 | 361 | 188 | - | - | - | - | - | - | - | - | - |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Assets | 0.6% | 9,060 | 9,004 | 8,966 | 8,896 | 8,881 | 8,430 | 8,469 | 8,571 | 8,876 | 8,108 | 8,022 | 7,681 | 7,889 | 7,670 | 7,496 | 7,482 | 7,654 | 7,679 | 7,728 | 7,677 | 8,219 |
Cash Equivalents | -18.6% | 814 | 999 | 786 | 833 | 429 | 623 | 607 | 501 | 909 | 1,128 | 778 | 766 | 1,040 | 929 | 682 | 592 | 540 | 403 | 360 | 305 | 566 |
Net PPE | 5.5% | 67.00 | 64.00 | 66.00 | 67.00 | 69.00 | 70.00 | 71.00 | 74.00 | 74.00 | 74.00 | 76.00 | 76.00 | 80.00 | 82.00 | 86.00 | 89.00 | 92.00 | 93.00 | 100 | 102 | 104 |
Goodwill | 0.6% | 2,524 | 2,509 | 2,660 | 2,649 | 2,649 | 2,628 | 2,660 | 2,684 | 2,689 | 2,659 | 2,670 | 2,666 | 2,661 | 2,639 | 2,628 | 2,622 | 2,652 | 2,630 | 2,640 | 2,642 | 2,633 |
Liabilities | -0.3% | 4,096 | 4,107 | 4,097 | 4,143 | 4,240 | 4,288 | 4,277 | 4,339 | 4,492 | 4,159 | 4,108 | 3,763 | 3,900 | 3,689 | 3,472 | 3,392 | 3,238 | 3,199 | 3,175 | 3,162 | 3,251 |
Long Term Debt | 0.0% | 2,538 | 2,537 | 2,536 | 2,536 | 2,535 | 2,535 | 2,534 | 2,578 | 2,490 | 2,492 | 2,299 | 2,303 | 2,312 | 2,311 | 2,043 | 2,045 | 1,794 | 1,793 | 1,791 | 1,781 | 1,830 |
Shareholder's Equity | 2.7% | 3,588 | 3,495 | 4,368 | 4,219 | 3,230 | 3,655 | 3,644 | 3,593 | 3,711 | 3,200 | 3,158 | 3,187 | 3,317 | 3,328 | 3,342 | 3,509 | 3,499 | 3,633 | 3,826 | 3,760 | 4,135 |
Retained Earnings | 3.2% | 6,390 | 6,194 | 5,977 | 5,852 | 5,718 | 4,941 | 4,829 | 4,719 | 4,570 | 4,392 | 4,263 | 4,155 | 4,006 | 3,890 | 3,819 | 3,789 | 3,820 | 3,814 | 3,744 | 3,653 | 3,877 |
Additional Paid-In Capital | 2.6% | 741 | 722 | 652 | 564 | 696 | 710 | 652 | 557 | 652 | 556 | 539 | 620 | 729 | 764 | 768 | 861 | 707 | 743 | 836 | 804 | 836 |
Shares Outstanding | -1.4% | 35.00 | 36.00 | 36.00 | 36.00 | 39.00 | 38.00 | 39.00 | 40.00 | 42.00 | 42.00 | - | - | - | - | - | - | - | - | - | - | - |
Float | - | - | - | 5,227 | - | - | - | 4,429 | - | - | - | 6,337 | - | - | - | 3,462 | - | - | - | 4,628 | - | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Cashflow From Operations | -13.3% | 254,900 | 293,900 | 90,700 | 234,800 | 257,300 | 290,900 | 361,500 | 145,000 | 361,900 | 346,400 | 362,000 | 188,900 | 382,500 | 251,400 | 289,800 | 85,600 | 312,500 | 307,400 | 327,100 | -17,900 | 264,400 |
Share Based Compensation | 10.4% | 28,700 | 26,000 | 32,100 | 25,300 | 32,900 | 24,200 | 25,800 | 30,900 | 35,800 | 32,900 | 23,100 | 34,900 | 36,500 | 25,200 | 32,700 | 24,800 | 27,500 | 20,900 | 22,500 | 19,500 | - |
Cashflow From Investing | -214.2% | -213,400 | 186,800 | 3,100 | 288,000 | 156,700 | -94,600 | -14,600 | -157,400 | -405,900 | -7,100 | -146,600 | -24,100 | -45,700 | -11,100 | -12,800 | 15,900 | 115,500 | -96,900 | -42,900 | -100 | 2,700 |
Cashflow From Financing | 9.5% | -234,300 | -258,800 | -148,300 | -116,900 | -623,800 | -162,900 | -227,300 | -388,900 | -172,800 | 16,500 | -201,100 | -440,900 | -233,900 | 4,800 | -188,600 | -37,700 | -300,500 | -163,800 | -226,700 | -243,700 | -141,400 |
Dividend Payments | -25.0% | 300 | 400 | 400 | 400 | 400 | 400 | 400 | 400 | 400 | 400 | 400 | 500 | 500 | 500 | 500 | 15,300 | 15,700 | 16,200 | 16,400 | 17,000 | 15,800 |
Buy Backs | -24.2% | 128,300 | 169,300 | 44,300 | - | 360,700 | 73,200 | 78,600 | 201,300 | 102,300 | 98,100 | 82,100 | 312,800 | 122,100 | 99,700 | 33,100 | 80,200 | 132,700 | 81,600 | 70,800 | 71,000 | 78,100 |
CONSOLIDATED STATEMENTS OF INCOME - USD ($) shares in Millions, $ in Millions | 12 Months Ended | ||
---|---|---|---|
Dec. 31, 2023 | Dec. 31, 2022 | Dec. 31, 2021 | |
Income Statement [Abstract] | |||
Consolidated revenue | $ 2,057.8 | $ 2,329.6 | $ 2,412.4 |
Consolidated expenses: | |||
Compensation and related expenses | 907.5 | 1,071.5 | 1,047.1 |
Selling, general and administrative | 358.2 | 385.5 | 347.1 |
Intangible amortization and impairments | 48.3 | 51.6 | 35.7 |
Interest expense | 123.8 | 114.4 | 111.4 |
Depreciation and other amortization | 13.0 | 15.8 | 16.6 |
Other expenses (net) | 45.8 | 34.7 | 73.5 |
Total consolidated expenses | 1,496.6 | 1,673.5 | 1,631.4 |
Equity method income (net) | 280.0 | 338.1 | 242.5 |
Affiliate Transaction gains (Notes 8 and 9) | 133.1 | 641.9 | 0.0 |
Investment and other income | 117.1 | 110.3 | 117.6 |
Income before income taxes | 1,091.4 | 1,746.4 | 1,141.1 |
Income tax expense | 185.3 | 358.3 | 251.0 |
Net income | 906.1 | 1,388.1 | 890.1 |
Net income (non-controlling interests) | (233.2) | (242.2) | (324.4) |
Net income (controlling interest) | $ 672.9 | $ 1,145.9 | $ 565.7 |
Average shares outstanding (basic) (in shares) | 35.1 | 38.5 | 41.5 |
Average shares outstanding (diluted) (in shares) | 42.2 | 49.0 | 44.8 |
Earnings per share (basic) (in dollars per share) | $ 19.18 | $ 29.77 | $ 13.65 |
Earnings per share (diluted) (in dollars per share) | $ 17.42 | $ 25.35 | $ 13.05 |
CONSOLIDATED BALANCE SHEETS - USD ($) $ in Millions | Dec. 31, 2023 | Dec. 31, 2022 |
---|---|---|
Assets | ||
Cash and cash equivalents | $ 813.6 | $ 429.2 |
Receivables | 368.4 | 316.0 |
Investments in marketable securities | 461.0 | 716.9 |
Goodwill | 2,523.6 | 2,648.7 |
Acquired client relationships (net) | 1,812.4 | 1,876.0 |
Equity method investments in Affiliates (net) | 2,288.5 | 2,139.5 |
Fixed assets (net) | 67.3 | 68.5 |
Other investments | 480.9 | 421.6 |
Other assets | 243.9 | 264.6 |
Total assets | 9,059.6 | 8,881.0 |
Liabilities and Equity | ||
Payable and accrued liabilities | 628.5 | 778.3 |
Debt | 2,537.5 | 2,535.3 |
Deferred income tax liability (net) | 463.8 | 464.7 |
Other liabilities | 466.3 | 461.7 |
Total liabilities | 4,096.1 | 4,240.0 |
Commitments and contingencies (Note 7) | ||
Redeemable non-controlling interests | 393.4 | 465.4 |
Equity: | ||
Common stock ($0.01 par value, 153.0 shares authorized; 58.5 shares issued in 2022 and 2023) | 0.6 | 0.6 |
Additional paid-in capital | 741.4 | 695.5 |
Accumulated other comprehensive loss | (167.6) | (203.4) |
Retained earnings | 6,389.6 | 5,718.2 |
Total stockholders' equity before treasury stock | 6,964.0 | 6,210.9 |
Less: Treasury stock, at cost (22.7 shares in 2022 and 25.3 shares in 2023) | (3,376.1) | (2,980.6) |
Total stockholders' equity | 3,587.9 | 3,230.3 |
Non-controlling interests | 982.2 | 945.3 |
Total equity | 4,570.1 | 4,175.6 |
Total liabilities and equity | $ 9,059.6 | $ 8,881.0 |
 | Mr. Jay C. Horgen |
---|---|
 | amg.com |
 | Asset Management |
 | 3950 |