Affiliated Managers Group, Inc. (MGRD) 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. (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. With a market capitalization of $9.33B 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. 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 $9.33B, reflecting a stable market presence.

• P/E ratio of 11.37, 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.

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 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 $20.4M 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.
• 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 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.

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.

Wall Street analysts project Affiliated Managers Group, Inc. revenue of about $2.33B for fiscal 2026, with EPS near $33.71.

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.

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

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 11.37, below the Financial Services sector average of ~17.50x. 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 $9.33B, MGRD is classified as a mid-cap stock. Relative to its peer group, MGRD's quantitative score of 73/100 is roughly in line with the peer average of 66/100.

MGRD Revenue & Earnings Trend

In Jun 2026, MGRD generated $655.3M in top-line revenue, marking a sequential increase of 20.3%. The company recorded net income of $185.9M, with diluted EPS of $6.91. Quarter-over-quarter revenue has been mixed, typical for a mid-cap company operating in Financial Services. Across the four most recent quarters, MGRD averaged $7.10 in diluted EPS.

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. MGRD has traded publicly since 2021.

MGRD Financials

MGRD Latest News

No recent news available for MGRD.

MGRD Analyst Consensus

MGRD MoonshotScore

MGRD Financial Services Stock FAQ

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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