Affiliated Managers Group, Inc. (MGRD) 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. (MGRD) trades at $15.15 with AI Score 67/100 (Grade B+). Affiliated Managers Group, Inc. Market cap: $9.77B, Sector: Financial services.
Price as of Jul 20, 2026 · Last analyzed: May 9, 2026Analyst Coverage for MGRD: MGRD 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 MGRD against Financial Services peers across nine fundamental dimensions and assigns a mixed fundamental profile based on the underlying data.
MGRD: 3/3 scored disciplines lean bullish. Dominant signal: Seth Klarman bullish.
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. (MGRD) Financial Services Profile
Affiliated Managers Group, Inc. (MGRD) is a prominent investment management firm focusing on a wide array of return-oriented asset classes, leveraging strategic partnerships to enhance its market position and deliver value to clients in the financial services sector.
What Is the Investment Thesis for MGRD?
Affiliated Managers Group, Inc. (MGRD) presents a compelling investment thesis driven by its robust financial performance and strategic growth initiatives. With a market capitalization of $9.77B and a price-to-earnings (P/E) ratio of 10.75, the company demonstrates solid profitability and operational efficiency. Key value drivers include its strong profit margin of 31.9% and gross margin of 68.1%, which are indicative of effective cost management and competitive positioning. Growth catalysts for MGRD include the increasing demand for diversified investment strategies among institutional investors and high-net-worth individuals, as well as the potential for expanding its product offerings through strategic acquisitions. Additionally, the firm’s ongoing focus on enhancing client relationships and leveraging technology for investment management could further bolster its market share. However, investors should remain vigilant regarding potential risks, including regulatory challenges and market volatility, which could impact the firm's performance in the near term.
Based on FMP financials and quantitative analysis
MGRD Key Highlights
- Market capitalization of $9.77B, reflecting a stable market presence.
- P/E ratio of 11.9, indicating reasonable valuation compared to industry peers.
- Profit margin of 31.9%, showcasing strong operational efficiency.
- Gross margin of 68.1%, exceeding industry averages and indicating effective cost management.
- Dividend yield of 0.01%, providing a modest return to shareholders.
Who Are MGRD's Competitors?
MGRD 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 | — |
| PB Prosperity Bancshares, Inc. | $72.98 | -0.69% | $7.36B | 87 |
| THG THG is a technology company focused on developing and commercializing innovative solutions. The company | $214.35 | +0.53% | $7.50B | 99 |
| MGRB Affiliated Managers Group, Inc. | $17.03 | +0.41% | $9.81B | 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 MGRD's Key Strengths?
- Strong profit margins indicating effective cost management.
- Diverse range of investment strategies across asset classes.
- Established partnerships with boutique investment firms.
- Reputation for high-quality client service and investment performance.
What Are MGRD's Weaknesses?
- Relatively small market capitalization compared to larger competitors.
- Dependence on a limited number of strategic partnerships.
- Potential vulnerability to market volatility impacting assets under management.
- Low dividend yield may deter income-focused investors.
What Could Drive MGRD Stock Higher?
- Expansion into emerging markets to capture new client segments.
- Development of ESG-focused investment products to meet growing demand.
- Strategic partnerships with boutique firms enhancing service offerings.
- Adoption of advanced technology to improve investment management processes.
- Focus on maintaining high profit margins through operational efficiency.
What Are the Key Risks for MGRD?
- Insider selling — insiders were net sellers of roughly $32.2M recently.
- Regulatory challenges affecting operational flexibility and compliance costs.
- Market volatility impacting investor confidence and asset flows.
- Economic downturns leading to reduced demand for investment management services.
- Intense competition from larger firms affecting market share.
What Are the Growth Opportunities for MGRD?
- Growth opportunity 1: The increasing demand for alternative investments is a significant growth driver for MGRD. The global alternative investment market is projected to reach $14 trillion by 2026, driven by institutional investors seeking diversification. MGRD's established expertise in this area positions it to capture a substantial share of this market, enhancing its revenue streams.
- Growth opportunity 2: Expansion into emerging markets presents a lucrative opportunity for MGRD. As wealth continues to grow in regions such as Asia and Latin America, the demand for sophisticated investment management services is rising. MGRD's strategic partnerships can facilitate entry into these markets, allowing for increased client acquisition and asset growth.
- Growth opportunity 3: The shift towards sustainable investing is reshaping the investment landscape, and MGRD can leverage this trend by developing ESG-focused investment products. The global sustainable investment market is expected to reach $53 trillion by 2025, providing MGRD with an opportunity to attract environmentally conscious investors and enhance its product offerings.
- Growth opportunity 4: Technological advancements in investment management, such as AI and machine learning, offer MGRD the chance to enhance its operational efficiency and client service. By investing in technology, MGRD can improve its investment strategies and client engagement, leading to higher retention rates and increased assets under management.
- Growth opportunity 5: The ongoing trend of consolidation in the investment management industry presents acquisition opportunities for MGRD. By acquiring smaller firms with niche expertise, MGRD can expand its service offerings and client base, driving revenue growth and enhancing its competitive positioning.
What Opportunities Does MGRD Have?
- Growing demand for alternative investments among institutional investors.
- Expansion into emerging markets with increasing wealth.
- Development of ESG-focused investment products to attract sustainable investors.
- Technological advancements enhancing operational efficiency and client engagement.
What Threats Does MGRD Face?
- Intense competition from larger investment management firms.
- Regulatory challenges impacting operational flexibility.
- Market volatility affecting investor confidence and asset flows.
- Economic downturns leading to reduced demand for investment management services.
What Are MGRD's Competitive Advantages?
- Strong brand reputation built on a history of successful investment management.
- Diverse product offerings that cater to various investor needs.
- Strategic partnerships with boutique firms enhancing market reach.
- High profit margins indicating operational efficiency and cost management.
- Established client relationships fostering loyalty and retention.
What Does MGRD Do?
Affiliated Managers Group, Inc. (MGRD) was founded in December 1993 by William J. Nutt, with the vision of creating a firm capable of providing comprehensive investment management services. Headquartered in West Palm Beach, Florida, MGRD has grown substantially over the years, establishing itself as a key player in the investment management industry. The firm specializes in offering a variety of investment strategies across multiple asset classes, including equities, fixed income, and alternative investments. This diverse product offering allows MGRD to cater to a broad spectrum of clients, ranging from institutional investors to high-net-worth individuals. The company's growth strategy has been bolstered by its ability to form strategic partnerships with boutique investment firms, enabling it to expand its investment capabilities and enhance its market reach. With a workforce of approximately 4,100 employees, MGRD is well-equipped to deliver high-quality investment solutions and maintain strong client relationships. The firm’s commitment to excellence is reflected in its impressive profit margin of 31.9% and gross margin of 68.1%, positioning it favorably against competitors in the financial services sector. MGRD continues to adapt to market trends and client needs, solidifying its reputation as a trusted investment management partner.
What Products and Services Does MGRD Offer?
- Provide a wide range of investment management services.
- Offer strategies across various return-oriented asset classes.
- Engage in partnerships with boutique investment firms.
- Focus on delivering high-quality investment solutions.
- Serve a diverse client base, including institutional and individual investors.
- Adapt investment strategies to meet evolving market conditions.
How Does MGRD Make Money?
- Generate revenue through management fees on assets under management.
- Earn performance fees based on investment returns exceeding benchmarks.
- Leverage strategic partnerships to expand service offerings and client reach.
- Utilize a diverse product portfolio to attract a wide range of investors.
- Focus on operational efficiency to maintain high profit margins.
What Industry Does MGRD Operate In?
The investment management industry is characterized by a growing demand for diversified investment strategies as investors seek to optimize returns in a volatile market environment. With global assets under management expected to reach approximately $100 trillion by 2026, firms like Affiliated Managers Group, Inc. (MGRD) are well-positioned to capitalize on this growth trend. The competitive landscape includes major players such as The Carlyle Group Inc. (CG) and Equitable Holdings, Inc. (EQH), which offer similar services. MGRD's unique approach of forming strategic partnerships with boutique firms allows it to differentiate itself and provide tailored investment solutions that meet the evolving needs of clients.
Who Are MGRD's Key Customers?
- Institutional investors, including pension funds and endowments.
- High-net-worth individuals seeking personalized investment strategies.
- Financial advisors and wealth management firms.
- Corporations looking for investment management solutions.
- Foundations and non-profit organizations requiring asset management.
Net sellingInsider Activity
Over the past six months, Affiliated Managers Group, Inc. insiders filed 28 SEC Form 4 transactions — 16 sales and 12 purchases. On net that is roughly 51K shares disposed (about $32.2M), a signal worth weighing alongside the fundamentals.
FY2026 estForward Outlook
Wall Street analysts project Affiliated Managers Group, Inc. revenue of about $2.33B for fiscal 2026, with EPS near $33.71.
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 2.07 places it in the grey zone, a middle ground that warrants monitoring.
ROE 23%Key Financial Metrics
Return on equity for Affiliated Managers Group, Inc. stands at 23.4%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 8.0%, showing how much profit it generates from its asset base. MGRD trades at a trailing price-to-earnings ratio of 11.95, below the Financial Services sector average of ~18x. Its free cash flow yield is 11.7%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.14 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 8.1%, the inverse of the P/E and a quick read on earnings relative to price.
Affiliated Managers Group, Inc. (MGRD) Valuation Context
Valued at $9.77B, MGRD is classified as a mid-cap stock. Relative to its peer group, MGRD's quantitative score of 67/100 is roughly in line with the peer average of 75/100.
MGRD Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Community sentiment has shifted positively, with many traders expressing optimism about the company's strategic initiatives and management.
- The firm has been actively diversifying its investment strategies, attracting more institutional interest and enhancing its market reputation.
- Strong performance in recent fund launches has bolstered investor confidence, reflecting a positive outlook on asset management trends.
Bear Case
- Despite positive sentiment, some analysts remain cautious about the overall market volatility affecting asset managers like MGRD.
- Recent discussions in trading forums highlight concerns about competition in the asset management space, which could impact market share.
- There are lingering doubts regarding the sustainability of recent performance, with some community members questioning long-term growth prospects.
- Economic uncertainty and potential regulatory changes are causing apprehension among investors, leading to a more bearish outlook in certain circles.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
MGRD Latest News
No recent news available for MGRD.
MGRD Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for MGRD.
Price Targets
Wall Street price target analysis for MGRD.
MGRD MoonshotScore
What does this score mean?
The MoonshotScore rates MGRD 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Leadership: Jay C. Horgen
CEO
Jay C. Horgen has been instrumental in leading Affiliated Managers Group, Inc. since assuming the role of CEO. With a strong background in finance and investment management, he has held various leadership positions within the company, contributing to its strategic growth and operational excellence. Horgen's experience spans over two decades in the financial services industry, where he has developed a deep understanding of market dynamics and client needs.
Track Record: Under Horgen's leadership, MGRD has achieved significant milestones, including the expansion of its investment strategies and strengthening of client relationships. His focus on operational efficiency and strategic partnerships has positioned the company for continued growth in a competitive market.
MGRD Financial Services Stock FAQ
What does the AI Score mean for MGRD?
MGRD 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. (MGRD) is a leading investment management firm headquartered in West Palm Beach, FL, specializing in a diverse range of return-oriented asset classes. Founded …
What does Affiliated Managers Group, Inc. do?
Affiliated Managers Group, Inc. specializes in providing investment management services across a diverse range of asset classes. The firm offers tailored investment strategies to institutional investors and high-net-worth individuals, leveraging strategic partnerships to enhance its product offerings and market reach.
What do analysts say about MGRD stock?
Analysts generally view MGRD stock as fairly valued based on its P/E ratio of 11.9 and strong profit margins. Key considerations include the firm's ability to maintain operational efficiency and adapt to market trends, which could influence future growth prospects.
What are the main risks for MGRD?
MGRD faces several risks, including regulatory challenges that could impact compliance costs and operational flexibility. Additionally, market volatility poses a threat to investor confidence and asset flows, while intense competition from larger firms may affect its market share.
What are the key factors to evaluate for MGRD?
Affiliated Managers Group, Inc. (MGRD) holds an AI score of 67/100 (moderate). P/E: 11.9x vs the S&P 500's ~20-25x. Not financial advice.
How frequently does MGRD data refresh on this page?
MGRD'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 MGRD's recent stock price performance?
Affiliated Managers Group, Inc. (MGRD) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong profit margins indicating effective cost management. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider MGRD overvalued or undervalued right now?
Affiliated Managers Group, Inc. (MGRD) trades at 11.9x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research MGRD before investing?
Before investing in Affiliated Managers Group, Inc. (MGRD), 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
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