Affiliated Managers Group, Inc. (MGRB) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Affiliated Managers Group, Inc. (MGRB) trades at $17.03 with AI Score 67/100 (Grade B+). Affiliated Managers Group, Inc. (MGRB) operates within the financial services sector, focusing on investment management. Market cap: $9.81B, Sector: Financial services.
Price as of Jul 20, 2026 · Last analyzed: May 4, 2026Analyst Coverage for MGRB: MGRB does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates MGRB against Financial Services peers across nine fundamental dimensions and assigns a mixed fundamental profile based on the underlying data.
MGRB: 1/3 scored disciplines lean bullish. Dominant signal: Business Quality strong.
How is this calculated? →Why this analysis is different
- A sector-relative MoonshotScore — five pillars (business quality, financial safety, valuation, growth durability, momentum) re-ranked nightly against the full universe of US-listed common stocks.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Affiliated Managers Group, Inc. (MGRB) Financial Services Profile
Affiliated Managers Group, Inc. (MGRB) provides investment management services, offering strategies across a range of asset classes. With a focus on return-oriented products, the company operates in the competitive investment banking and services sector, leveraging its established position and financial performance, including a 31.9% profit margin.
What Is the Investment Thesis for MGRB?
Affiliated Managers Group, Inc. (MGRB) presents a compelling investment case based on its diversified investment strategies and strong financial performance. With a P/E ratio of 10.5 and a profit margin of 31.9%, MGRB demonstrates financial stability. Key value drivers include its ability to attract and retain high-quality affiliated managers, its diversified product offerings, and its efficient capital allocation strategy. Growth catalysts include expanding into new asset classes and geographic markets. Potential risks include market volatility, competition from larger asset managers, and the performance of its affiliated managers. The company's beta of 1.18 indicates moderate volatility relative to the market.
Based on FMP financials and quantitative analysis
MGRB Key Highlights
- Market capitalization of $9.81B reflects MGRB's current valuation in the investment management sector.
- P/E ratio of 10.5 suggests a potentially undervalued stock compared to industry peers.
- Profit margin of 31.9% demonstrates strong profitability and operational efficiency.
- Gross margin of 68.1% indicates effective cost management and pricing strategies.
- Dividend yield of 0.01% provides a modest income stream for investors.
Who Are MGRB's Competitors?
MGRB is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| CG The Carlyle Group Inc. | $46.07 | -1.20% | $16.6B | — |
| EQH Equitable Holdings, Inc. | $48.10 | -1.82% | $13.1B | 39 |
| WULF TeraWulf Inc. | $18.86 | +3.85% | $9.35B | — |
| BIPH Brookfield Infrastructure Finance Ulc operates as an investment company. The company | $16.29 | +0.25% | $5.95B | 48 |
| THG THG is a technology company focused on developing and commercializing innovative solutions. The company | $214.35 | +0.53% | $7.50B | 99 |
| MGRD Affiliated Managers Group, Inc. | $15.15 | +0.03% | $9.77B | 67 |
| ICSFX Invesco Comstock R6 | $33.96 | -0.41% | $14.7B | 44 |
| MGR Affiliated Managers Group, Inc. | $20.56 | -0.48% | $6.06B | 52 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are MGRB's Key Strengths?
- Diversified investment strategies across asset classes.
- Affiliation model provides access to specialized expertise.
- Strong financial performance and profitability.
- Established relationships with institutional clients.
What Are MGRB's Weaknesses?
- Dependence on the performance of affiliated managers.
- Exposure to market volatility and economic downturns.
- Competition from larger asset managers.
- Potential for key personnel departures.
What Could Drive MGRB Stock Higher?
- Expansion into new asset classes, such as private equity and real estate, expected by 2027.
- Continued growth in assets under management driven by market appreciation and net inflows.
- Development and launch of new ESG-focused investment products.
- Strategic acquisitions and affiliations with boutique investment firms.
What Are the Key Risks for MGRB?
- Market volatility and economic downturns could negatively impact assets under management and revenue.
- Underperformance of affiliated managers could lead to client redemptions.
- Increased regulatory scrutiny and compliance costs could reduce profitability.
- Cybersecurity threats and data breaches could damage the company's reputation.
- Competition from larger asset managers could limit growth opportunities.
What Are the Growth Opportunities for MGRB?
- Expanding into new asset classes, such as private equity and real estate, represents a significant growth opportunity for MGRB. The global private equity market is projected to reach $8.8 trillion by 2028, offering substantial potential for MGRB to increase its assets under management and generate higher fees. Timeline: Ongoing.
- Geographic expansion into emerging markets, such as Asia and Latin America, can drive growth for MGRB. These markets offer attractive investment opportunities and a growing base of high-net-worth individuals. The Asian asset management market is expected to grow at a rate of 10% annually over the next five years. Timeline: Upcoming: 2027-2028.
- Developing and launching new investment products focused on ESG (Environmental, Social, and Governance) factors can attract socially responsible investors and drive growth. The ESG investing market is projected to reach $50 trillion by 2025, presenting a significant opportunity for MGRB. Timeline: Ongoing.
- Leveraging technology and data analytics to improve investment decision-making and enhance client service can provide a competitive advantage for MGRB. The adoption of AI and machine learning in asset management is expected to increase significantly over the next few years. Timeline: Ongoing.
- Acquiring or affiliating with additional boutique investment management firms can expand MGRB's product offerings and increase its assets under management. The fragmented nature of the asset management industry provides opportunities for MGRB to consolidate smaller firms. Timeline: Ongoing.
What Opportunities Does MGRB Have?
- Expanding into new asset classes and geographic markets.
- Developing ESG-focused investment products.
- Leveraging technology to improve investment decision-making.
- Acquiring or affiliating with additional boutique firms.
What Threats Does MGRB Face?
- Increased regulatory scrutiny and compliance costs.
- Rising interest rates and inflation.
- Geopolitical risks and global economic uncertainty.
- Cybersecurity threats and data breaches.
What Are MGRB's Competitive Advantages?
- Diversified product offerings across various asset classes.
- Affiliation model provides access to specialized investment expertise.
- Established relationships with institutional and high-net-worth clients.
- Strong financial performance and profitability.
What Does MGRB Do?
Affiliated Managers Group, Inc. (MGRB) is a West Palm Beach, Florida-based investment management firm that provides a diverse array of investment strategies across various return-oriented asset classes and product structures. Founded in December 1993 by William J. Nutt, the company has grown to manage a significant portfolio, catering to institutional and high-net-worth clients. MGRB's business model involves affiliating with boutique investment management firms, providing them with capital, distribution, and operational support while allowing them to maintain their investment autonomy. This approach enables MGRB to offer a broad range of investment styles and asset class expertise to its clients. The company's services encompass equity, fixed income, alternative investments, and multi-asset strategies, delivered through various product structures, including separate accounts, commingled funds, and customized solutions. MGRB aims to generate attractive long-term investment returns for its clients while fostering a collaborative and entrepreneurial environment for its affiliated managers.
What Products and Services Does MGRB Offer?
- Provides investment management services.
- Offers strategies across various return-oriented asset classes.
- Manages investments in equity, fixed income, and alternative assets.
- Affiliates with boutique investment management firms.
- Provides capital and operational support to its affiliates.
- Offers investment products through separate accounts and commingled funds.
- Caters to institutional and high-net-worth clients.
How Does MGRB Make Money?
- Generates revenue through management fees based on assets under management.
- Earns performance fees based on investment returns.
- Affiliates with boutique investment firms, sharing in their profits.
- Provides centralized distribution and operational support to affiliates.
What Industry Does MGRB Operate In?
Affiliated Managers Group, Inc. (MGRB) operates in the competitive investment management industry. The industry is characterized by increasing demand for diverse investment strategies and a growing emphasis on alternative investments. Key trends include the rise of passive investing, the increasing importance of ESG factors, and the adoption of fintech solutions. MGRB competes with larger asset managers and smaller boutique firms, differentiating itself through its affiliation model and diversified product offerings. Competitors like The Carlyle Group Inc. (CG) and Equitable Holdings, Inc. (EQH) also vie for market share in this dynamic landscape.
Who Are MGRB's Key Customers?
- Institutional investors, including pension funds and endowments.
- High-net-worth individuals and family offices.
- Sovereign wealth funds.
- Corporations and insurance companies.
MGRB Valuation & Market Position
Relative to its peer group, MGRB's quantitative score of 67/100 is roughly in line with the peer average of 62/100.
F-Score 4/9Financial Health
Affiliated Managers Group, Inc.'s Piotroski F-Score is 4/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 2.08 places it in the grey zone, a middle ground that warrants monitoring.
FY2026 estForward Outlook
Wall Street analysts project Affiliated Managers Group, Inc. revenue of about $2.33B for fiscal 2026, with EPS near $33.71.
MGRB Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the company's future performance, indicating a strong belief in its growth potential.
- Community sentiment has shifted positively, with discussions highlighting the firm's ability to adapt to market changes effectively.
- Analysts have noted the company's robust portfolio of investments, which could provide stability during market volatility.
- Recent strategic partnerships have been well-received, showcasing the company's commitment to expanding its influence in the asset management space.
Bear Case
- Concerns have been raised about the overall market environment, with many fearing a potential downturn that could impact asset managers like MGRB.
- Social sentiment reflects caution, with some community members expressing skepticism about the sustainability of recent growth trends.
- Increased competition in the asset management sector could pressure margins, leading to a more challenging operating environment.
- Recent regulatory changes have created uncertainty in the industry, causing some investors to reconsider their positions in firms like MGRB.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · February 2026
MGRB Latest News
No recent news available for MGRB.
MGRB Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for MGRB.
Price Targets
Wall Street price target analysis for MGRB.
MGRB MoonshotScore
What does this score mean?
The MoonshotScore rates MGRB 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Leadership: Jay C. Horgen
CEO
Jay C. Horgen serves as the CEO of Affiliated Managers Group, Inc. He has extensive experience in the investment management industry, with a proven track record of driving growth and creating value. Prior to becoming CEO, Horgen held various leadership positions within AMG, including Chief Financial Officer and Head of Strategy. His expertise spans financial management, strategic planning, and business development. Horgen's deep understanding of the asset management landscape and his commitment to fostering a collaborative culture have been instrumental in AMG's success.
Track Record: Under Jay C. Horgen's leadership, Affiliated Managers Group, Inc. has expanded its product offerings, increased its assets under management, and enhanced its profitability. He has overseen the successful integration of numerous affiliated firms and has implemented strategic initiatives to drive organic growth. Horgen's focus on innovation and client service has positioned AMG as a leading player in the investment management industry.
Common Questions About MGRB (Financial Services)
What does the AI Score mean for MGRB?
MGRB holds an AI Score of 67/100 (Grade: B+). This is an educational research signal, not a buy or sell recommendation. Affiliated Managers Group, Inc. (MGRB) operates within the financial services sector, focusing on investment management. The company offers diverse strategies across various return-oriented asset …
What does Affiliated Managers Group, Inc. do?
Affiliated Managers Group, Inc. (MGRB) operates as a holding company that acquires and holds stakes in a diverse group of boutique investment management firms. These affiliated firms maintain their operational autonomy and investment decision-making independence, while MGRB provides them with centralized distribution, marketing, and operational support.
What do analysts say about MGRB stock?
Analyst consensus on Affiliated Managers Group, Inc. (MGRB) stock reflects a mixed outlook, with some analysts highlighting the company's diversified business model and strong financial performance, while others express concerns about market volatility and competition. Key valuation metrics, such as the P/E ratio and dividend yield, are closely monitored.
What are the main risks for MGRB?
Affiliated Managers Group, Inc. (MGRB) faces several key risks, including market volatility, which can negatively impact assets under management and revenue. The performance of its affiliated managers is also a critical risk factor, as underperformance could lead to client redemptions. Increased regulatory scrutiny and compliance costs could reduce profitability.
What are the key factors to evaluate for MGRB?
Affiliated Managers Group, Inc. (MGRB) holds an AI score of 67/100 (moderate). P/E: 10.5x vs the S&P 500's ~20-25x. Not financial advice.
How frequently does MGRB data refresh on this page?
MGRB's price was last updated on Jul 20, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven MGRB's recent stock price performance?
Affiliated Managers Group, Inc. (MGRB) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diversified investment strategies across asset classes. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider MGRB overvalued or undervalued right now?
Affiliated Managers Group, Inc. (MGRB) trades at 10.5x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research MGRB before investing?
Before investing in Affiliated Managers Group, Inc. (MGRB), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on available data and may be subject to change.
- Financial metrics are as of the latest reporting period.