Affiliated Managers Group, Inc. (MGRB) Stock Analysis

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. With a P/E ratio of 11.37 and a profit margin of 31.9%, MGRB demonstrates financial stability. 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 $9.28B reflects MGRB's current valuation in the investment management sector.

• P/E ratio of 11.37 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.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance This table mixes two scoring engines — compare a number only with others carrying the same tag.

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?

MGRB catalyst: 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?

Insider selling — insiders were net sellers of roughly $20.4M recently.

• 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. 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 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.

Company Profile

Affiliated Managers Group, Inc. operates in the Asset Management industry within the Financial Services sector. It is headquartered in West Palm Beach, US. The company is led by CEO Jay C. Horgen. MGRB has traded publicly since 2020.

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. MGRB trades at a trailing price-to-earnings ratio of 11.37, below the Financial Services sector average of ~17.50x. Its free cash flow yield is 11.8%, a gauge of the cash the business throws off relative to its market value. Its earnings yield is 8.2%, the inverse of the P/E and a quick read on earnings relative to price.

MGRB Valuation & Market Position

With a $9.28B market cap, Affiliated Managers Group, Inc. sits in the mid-cap segment of the market. Relative to its peer group, MGRB's quantitative score of 72/100 is above the peer average of 61/100.

Quarterly Financial Performance: Affiliated Managers Group, Inc.

Revenue for Affiliated Managers Group, Inc. came in at $655.3M during Q2 FY2026, a 20.3% improvement versus the preceding quarter. The company recorded net income of $185.9M, with diluted EPS of $6.95. Quarter-over-quarter revenue has been mixed, typical for a unknown company operating in Financial Services. Across the four most recent quarters, MGRB averaged $7.22 in diluted EPS.

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 3.19 places it in the safe zone, indicating low near-term bankruptcy risk.

Affiliated Managers Group, Inc. has beaten Wall Street's EPS estimate in 7 of its last 8 reported quarters — a consistent record of delivering on expectations. Reported results have landed about 3.7% above estimates on average.

Over the past six months, Affiliated Managers Group, Inc. insiders filed 26 SEC Form 4 transactions — 11 sales and 15 purchases. On net that is roughly 59K shares disposed (about $20.4M), a signal worth weighing alongside the fundamentals.

MGRB Financials

MGRB Latest News

No recent news available for MGRB.

MGRB Analyst Consensus

MGRB MoonshotScore

Common Questions About MGRB (Financial Services)

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

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