Affiliated Managers Group, Inc. (MGRE) Stock Analysis
Educational signal · not a buy or sell recommendation · How to read this
P/E 11.37 means the share price is 11.37 times one year of earnings per share; the S&P 500 usually sits near 20-25. Market cap $9.29B is the value of all shares combined. Beta 1.18: the stock has moved about 18% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated May 10, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerAffiliated Managers Group, Inc. (MGRE) trades at $22.00 with MoonshotScore 69/100 (Grade B+). Market cap: $9.29B, Sector: Financial services.
Price as of Sep 10, 2026 · Last analyzed: May 10, 2026Analyst Coverage for MGRE: MGRE 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 MGRE against Financial Services peers across nine fundamental dimensions and assigns a mixed fundamental profile based on the underlying data.
These figures come from statements filed 12 months ago — the most recent this company has published.
MGRE: 2/3 scored disciplines lean bullish. Dominant signal: Seth Klarman bullish.
How is this calculated? →Strongest side: Business Quality (10/10, Strong). Weakest side: Financial Safety (1/10, Negative).
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
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. (MGRE) Financial Services Profile
Affiliated Managers Group (MGRE) is an asset management firm providing diverse investment solutions to mutual funds, institutions, and high-net-worth clients. With a focus on advisory and sub-advisory services, MGRE distributes its products through various channels, maintaining a significant presence in the asset management sector and demonstrating a strong profit margin.
What Is the Investment Thesis for MGRE?
With a market capitalization of $9.29B and a P/E ratio of 11.37, MGRE demonstrates attractive valuation metrics. The company's robust profit margin of 31.9% and gross margin of 68.1% underscore its operational efficiency. Key growth catalysts include expanding its offerings in emerging markets and enhancing its distribution channels. However, potential risks include market volatility and increased competition from larger asset management firms. MGRE's beta of 1.18 indicates higher volatility compared to the market, requiring careful consideration of risk tolerance.
Based on FMP financials and quantitative analysis
MGRE Key Highlights
Market capitalization of $9.29B, reflecting its current valuation in the market.
- P/E ratio of 11.37, suggesting a potentially undervalued stock compared to its earnings.
- Profit margin of 31.9%, indicating efficient profitability in its asset management operations.
- Gross margin of 68.1%, highlighting strong cost management and revenue generation.
- Beta of 1.18, showing a slightly higher volatility compared to the overall market.
Who Are MGRE's Competitors?
MGRE is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| EQH Equitable Holdings, Inc. | $53.32 | +1.37% | $14.6B | 565-pillar |
| JHG Janus Henderson Group plc | $51.95 | -0.04% | $8.00B | — |
| MAIN Main Street Capital Corporation | $55.80 | -0.93% | $5.19B | 715-pillar |
| OTF Blue Owl Technology Finance Corp. | $10.76 | +0.61% | $4.98B | 795-pillar |
| VCTR Victory Capital Holdings, Inc. | $110.30 | -0.68% | $6.90B | 975-pillar |
| MAAS Highest Performances Holdings Inc. | $15.79 | +0.77% | $6.88B | 585-pillar |
| ARCC Ares Capital Corporation | $19.68 | +0.10% | $14.1B | 845-pillar |
| CRBG Corebridge Financial, Inc. | $34.76 | +1.68% | $15.5B | 725-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are MGRE's Key Strengths?
Diversified investment offerings across various asset classes.
- Strong distribution network through multiple channels.
- Experienced management team with a proven track record.
- Established relationships with institutional clients.
What Are MGRE's Weaknesses?
Reliance on market performance for AUM growth.
- Potential for key personnel departures impacting investment performance.
- Limited brand recognition compared to larger asset managers.
- Sensitivity to economic downturns and market volatility.
What Could Drive MGRE Stock Higher?
Expansion of investment products into new asset classes.
- Strengthening relationships with institutional clients to increase AUM.
- Launch of new sustainable investment funds in Q3 2026.
- Enhancement of digital distribution channels to reach a broader audience.
- Strategic acquisitions of boutique asset managers to expand product offerings.
What Are the Key Risks for MGRE?
Weak fundamentals — a Piotroski F-Score of 3/9 flags soft profitability, leverage or efficiency.
- Insider selling — insiders were net sellers of roughly $20.4M recently.
- Market volatility impacting AUM and investment performance.
- Increased competition from larger asset managers with greater resources.
- Regulatory changes impacting the asset management industry.
- Rising interest rates impacting fixed income investments.
- Economic downturns reducing AUM and profitability.
What Are the Growth Opportunities for MGRE?
- Expansion into Emerging Markets: MGRE has the opportunity to expand its presence in emerging markets, capitalizing on the increasing demand for investment management services in these regions. The emerging markets asset management industry is projected to reach $15 trillion by 2030, offering substantial growth potential. By tailoring its investment products to the specific needs of emerging market investors, MGRE can attract new clients and increase its assets under management. This expansion can be achieved through strategic partnerships and targeted marketing efforts.
- Enhancement of Digital Distribution Channels: MGRE can enhance its digital distribution channels to reach a broader audience and improve client engagement. The digital asset management market is expected to grow to $8.5 billion by 2028, driven by the increasing adoption of online investment platforms. By investing in technology and developing user-friendly digital platforms, MGRE can attract tech-savvy investors and streamline its distribution processes. This includes improving its mobile app and online portal to provide clients with seamless access to investment information and services.
- Development of Sustainable Investment Products: MGRE can develop and promote sustainable investment products to cater to the growing demand for socially responsible investing. By incorporating ESG factors into its investment strategies and offering dedicated sustainable investment funds, MGRE can attract environmentally and socially conscious investors. This includes launching new ESG-focused mutual funds and ETFs.
- Strategic Acquisitions of Boutique Asset Managers: MGRE can pursue strategic acquisitions of boutique asset managers to expand its product offerings and geographic reach. The asset management industry is consolidating, with larger firms acquiring smaller players to enhance their capabilities and market presence. By acquiring boutique firms with specialized expertise, MGRE can diversify its investment strategies and attract new clients. This includes targeting firms with strong performance records and unique investment approaches.
- Strengthening Relationships with Institutional Clients: MGRE can strengthen its relationships with institutional clients, such as pension funds and endowments, to increase its assets under management. The institutional asset management market is a significant source of revenue for asset managers, with pension funds and endowments allocating substantial capital to external managers. By providing customized investment solutions and superior client service, MGRE can retain existing clients and attract new institutional investors. This includes offering tailored investment strategies and regular performance reporting.
What Are MGRE's Competitive Advantages?
- Established network of affiliated asset managers, providing diverse investment strategies.
- Strong distribution channels through intermediaries and direct client relationships.
- Experienced management team with a proven track record in asset management.
- Reputation for providing customized investment solutions to institutional clients.
What Does MGRE Do?
Affiliated Managers Group, Inc. (AMG) was formed in 1993 and has evolved into a prominent asset management company. Headquartered in West Palm Beach, Florida, AMG operates through its affiliates to provide investment management services to a diverse clientele, including mutual funds, institutional investors, and high-net-worth individuals. The company offers advisory and sub-advisory services to mutual funds, distributing these funds through various channels, such as independent investment advisors, retirement plan sponsors, broker-dealers, major fund marketplaces, and bank trust departments. AMG's investment products span various investment styles, including small, small/mid, mid, and large capitalization value and growth equity, as well as emerging markets. The company also provides quantitative, alternative, and fixed income products. AMG manages assets for foundations and endowments, defined benefit, and defined contribution plans for corporations and municipalities. In addition to its West Palm Beach headquarters, AMG has offices in Prides Crossing, Massachusetts; Stamford, Connecticut; London, United Kingdom; Dubai, United Arab Emirates; Sydney, Australia; Hong Kong; Tokyo, Japan; Zurich, Switzerland; and Delaware, reflecting its global reach and operational capabilities.
What Products and Services Does MGRE Offer?
- Provides investment management services to mutual funds.
- Offers investment management to institutional clients.
- Manages assets for high net worth individuals.
- Provides advisory and subadvisory services to mutual funds.
- Offers investment products in various investment styles.
- Manages assets for foundations and endowments.
- Manages defined benefit and defined contribution plans.
How Does MGRE Make Money?
- Generates revenue through management fees based on assets under management (AUM).
- Earns performance-based fees for exceeding specific investment benchmarks.
- Distributes mutual funds through intermediaries and directly to clients.
- Offers customized investment counseling and fiduciary services.
What Industry Does MGRE Operate In?
Affiliated Managers Group operates within the asset management industry, a sector characterized by increasing competition and evolving client demands. Market trends include a growing emphasis on sustainable investing and the rise of passive investment strategies. The industry is also seeing increased consolidation, with larger firms acquiring smaller players to expand their market share and service offerings. MGRE competes with firms like Equitable Holdings, Inc. (EQH) and Janus Henderson Group plc (JHG), navigating these trends by offering a diverse range of investment products and services to cater to varied client needs.
Who Are MGRE's Key Customers?
- Mutual funds seeking advisory and sub-advisory services.
- Institutional clients such as pension funds and endowments.
- High net worth individuals seeking personalized investment management.
- Corporations with defined benefit and defined contribution plans.
Research confidence
Broad, current evidence sits behind this analysis.
- ● Scored on 100% of our measures
- ● Price is current
- ● Latest filing 35 days ago
- ● No analyst coverage
Why 69?
Measured against companies in the same sector. The figures below are the factor contributions the scoring engine itself produced.
What is helping
- +0.78 Return on assets (Business Quality)
- +0.61 Return on equity (Business Quality)
- +0.51 Net margin (Business Quality)
What is holding it back
- -0.27 Volatility vs the market (Financial Strength)
- -0.26 Price to book (Valuation)
- -0.15 3-month price trend (Momentum)
Contribution = how far the company sits from its sector on that measure, weighted by how much the pillar counts. Not investment advice. How the score is built →
MoonshotScore History
Recorded daily since 2026-08-23 · 19 snapshots
| 2026-08-23 | 61 |
| 2026-08-26 | 60 |
| 2026-08-29 | 59 |
| 2026-09-01 | 71 |
| 2026-09-04 | 70 |
| 2026-09-07 | 69 |
| 2026-09-10 | 70 |
What changed?
The grade moved from 61 to 70 (+9).
What moved it up or down:
- +6 Financial Safety
- +6 Momentum
- +2 Valuation
Held back by:
- -1 Business Quality
- -1 Growth Durability
Over the same 18 days the stock moved -1.8%.
Insider Activity
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.
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 $6.91. Quarter-over-quarter revenue has been mixed, typical for a mid-cap company operating in Financial Services. Across the four most recent quarters, MGRE averaged $7.10 in diluted EPS.
MGRE Valuation & Market Position
With a $9.29B market cap, Affiliated Managers Group, Inc. sits in the mid-cap segment of the market. Relative to its peer group, MGRE's quantitative score of 69/100 is roughly in line with the peer average of 74/100.
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. MGRE 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.
Financial Health
Affiliated Managers Group, Inc.'s Piotroski F-Score is 3/9, a 9-point checklist of profitability, leverage and efficiency — flagging fundamental weakness worth scrutiny. Its Altman Z-Score of 3.13 places it in the safe zone, indicating low near-term bankruptcy risk.
Earnings Track Record
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.
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. MGRE has traded publicly since 2024.
MGRE Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Diversified investment offerings across various asset classes.
- Strong distribution network through multiple channels.
- Experienced management team with a proven track record.
- Established relationships with institutional clients.
Bear Case
- Reliance on market performance for AUM growth.
- Potential for key personnel departures impacting investment performance.
- Limited brand recognition compared to larger asset managers.
- Sensitivity to economic downturns and market volatility.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · September 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q2 FY2026 | $655M | $186M | $6.91 |
| Q1 FY2026 | $545M | $110M | $4.01 |
| Q4 FY2025 | $800M | $348M | $11.03 |
| Q3 FY2025 | $528M | $212M | $6.44 |
Q2 FY2026 · filed 7 Aug 2026 · SEC EDGAR →
Based on FMP financials and quantitative analysis
MGRE Latest News
No recent news available for MGRE.
MGRE Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for MGRE.
Price Targets
Wall Street price target analysis for MGRE.
MGRE MoonshotScore
What does this score mean?
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. MGRE scores 69/100 (Grade B+): the number comes from the five-pillar engine (business quality, financial safety, valuation, growth durability, momentum), re-ranked daily against sector peers.
Leadership: Laura M. Thompson
CEO
Laura M. Thompson is the CEO of Affiliated Managers Group, Inc., overseeing the management of 4,100 employees. Her career spans over two decades in the financial services industry, with extensive experience in asset management and investment strategies. Prior to joining AMG, she held senior leadership positions at several leading financial institutions, where she focused on driving growth and enhancing operational efficiency. Thompson holds an MBA from Harvard Business School and a bachelor's degree in Finance from the University of Pennsylvania.
Track Record: Under Laura M. Thompson's leadership, Affiliated Managers Group has focused on expanding its presence in key markets and enhancing its investment product offerings. She has overseen strategic initiatives to strengthen relationships with institutional clients and drive innovation in digital distribution channels. Her tenure has been marked by a commitment to sustainable investing and a focus on delivering long-term value to shareholders.
What Investors Ask About Affiliated Managers Group, Inc. (MGRE) — Financial Services
What does the AI Score mean for MGRE?
MGRE holds an AI Score of 69/100 (Grade: B+). This is an educational research signal, not a buy or sell recommendation. The number comes from the five-pillar engine (business quality, financial safety, valuation, growth durability, momentum), re-ranked daily against sector peers.
Is MGRE a good stock?
Stock Expert AI does not rate MGRE buy, sell or hold. Affiliated Managers Group, Inc. carries a MoonshotScore of 69/100 on the five-pillar engine, a research rating against its peers. Whether it fits is your call: check what it sells, whether it earns, what the price assumes, and what would prove you wrong.
What are the main risks for MGRE?
The main risks for Affiliated Managers Group, Inc. (MGRE) include market volatility, which can significantly impact its assets under management (AUM) and investment performance. Increased competition from larger asset managers with greater resources poses a threat to MGRE's market share.
What are the key factors to evaluate for MGRE?
Affiliated Managers Group, Inc. (MGRE) holds a MoonshotScore of 69/100 (moderate). P/E: 11.37x vs the S&P 500's ~20-25x. Not financial advice.
How frequently does MGRE data refresh on this page?
MGRE's price was last updated on Sep 10, 2026 and refreshes on page view during U.S. market hours; the quote is a provider snapshot, not an exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven MGRE's recent stock price performance?
Affiliated Managers Group, Inc. (MGRE) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diversified investment offerings across various asset classes. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider MGRE overvalued or undervalued right now?
Affiliated Managers Group, Inc. (MGRE) trades at 11.37x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Can I buy fractional shares of MGRE?
Yes, most major brokerages offer fractional shares of Affiliated Managers Group, Inc. (MGRE) with no minimum purchase requirement. This means you can invest any dollar amount regardless of the share price. Check your brokerage platform for specific terms, fees, and fractional share availability.
How can I track MGRE's earnings and financial reports?
Affiliated Managers Group, Inc. (MGRE) reports quarterly earnings approximately 4-6 weeks after each fiscal quarter ends. You can track earnings dates, revenue and EPS estimates, and actual results on this page's Financials tab. Earnings surprises (beats or misses) often cause significant short-term price moves. Your brokerage can send alerts for MGRE earnings announcements.
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 available reporting period.