Affiliated Managers Group, Inc. (AMG) Stock: Price, Forecast & Analyst Target
Affiliated Managers Group, Inc. (AMG) — MoonshotScore 97/100 (Exceptional band), calculated Oct 7, 2026. Price $379.72 (-0.26%), as of the Oct 6, 2026 trading session; market cap $10.1B. Expected results Nov 2, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 24.57× (market value Oct 6, 2026; cash Jun 30, 2026) · expected results Nov 2, 2026
Affiliated Managers Group, Inc. · AMG · NYSE · Financial Services · Asset Management
Research dated 2026-09-13: Affiliated Managers Group is an asset-management platform that distributes affiliated investment strategies to institutions, mutual funds, intermediaries and wealthy clients. The shareholder question is whether the latest rebound in revenue and profit can persist while management directs substantial capital to repurchases without weakening financial flexibility.
Price as of Oct 6, 2026
Key Statistics
MoonshotScore v2 · Affiliated Managers Group (AMG)
ExceptionalWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
Elite quality and elite growth, but a strained balance sheet; the market is already moving on it. Business Quality: Elite; Financial Safety: Strained; Valuation: Full; Growth Durability: Compounding; Momentum: Surging.
- quarterly revenue $655M (Q2 FY2026, quarter ended Jun 2026)
- EPS beat 7 of 8
- Altman Z 3.30 · Piotroski F 7
Helping: business quality, durable growth, positive momentum
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 97 | Exceptional | |
| 97 | Exceptional | |
| 97 | Exceptional | |
| 97 | Exceptional | |
| 97 | Exceptional | |
| 97 | Exceptional |
The score was 97 in the stored Oct 6, 2026 snapshot and remains 97 in the current publication computed Oct 7, 2026 (0); the largest pillar moves were Financial Safety +2; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged. This current publication is not yet represented in the immutable snapshot archive.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $379.72 | |
| Change on the day | -0.26% | |
| 52-week range | $230.26–$392.92 | |
| Market capitalisation | $10.1B | |
| Price / earnings (trailing) | 12.18 | |
| Shares traded on the day | 414.2K | |
| Beta (volatility vs the S&P 500) | 1.1 | |
| Dividends per share (last 12 months) | $0.04 | |
| Dividend yield (last 12 months) | 0.01% |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings call · management outlook
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
For the full year, we expect to repurchase approximately 600 million, subject to market conditions and capital allocation activity.
Dava Ritchea · Statement from
Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsOther perspectives
Council score for Affiliated Managers Group (AMG): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
5-Factor Breakdown
Legends Council
5 lenses, 0 current
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
Read on: Oct 2, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Oct 2, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Oct 2, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 7, 2026, except a card that shows its own read date.
Watch the AMG film — every key number, told as a short cinematic story
~2 min · open the film
What is Affiliated Managers Group (AMG), and what does it report?
Short answer · as of
AMG sells investment management, advisory, subadvisory, customized counseling and fiduciary services.
Research dated 2026-09-13.
AMG sells investment management, advisory, subadvisory, customized counseling and fiduciary services. Its affiliates cover equity, emerging-market, quantitative, alternative and fixed-income strategies, reaching clients through advisers, retirement plans, broker-dealers, fund marketplaces and bank trust departments.
The income statement measures AMG’s revenue and profit from providing those services, not the investment returns or asset balances inside client portfolios. Quarterly profit can move sharply even when revenue changes less dramatically, while the cash-flow statement shows a consistently cash-generative and capital-light operation.
What do the latest results show for Affiliated Managers Group (AMG)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $655M.
Research dated 2026-09-13.
The latest period produced a strong sequential and year-over-year rebound in revenue, operating profit and net income. Profit expanded faster than revenue, while operating cash flow stayed positive but eased from the immediately preceding period.
Reported revenue and earnings cleared consensus in the latest release, reversing a run of revenue shortfalls while extending the broader pattern of earnings exceeding expectations. Management’s stated forward action concerns capital allocation rather than operating guidance: planned repurchases remain conditional on market conditions and other uses of capital.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $655.30M Jun 30, 2026
- Latest quarter · SG&A
- $107.40M Jun 30, 2026
- Latest quarter · FMP standardized operating result
- $209.10M Jun 30, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 30, 2026 | $655.30M | Not available | $107.40M | $209.10M |
| Mar 31, 2026 | $544.90M | Not available | $0.00 | $77.40M |
| Dec 31, 2025 | $800.40M | Not available | $117.70M | $308.50M |
| Sep 30, 2025 | $528.00M | Not available | $100.50M | $165.10M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $640.70M Jul 29, 2026
- Latest report · revenue estimate
- $590.94M Jul 29, 2026
- Latest report · revenue vs estimate
- Above estimate Jul 29, 2026
- Latest report · EPS vs estimate
- Above estimate Jul 29, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Jul 29, 2026 | $640.70M | $590.94M | $8.2900 | $7.9000 |
| May 1, 2026 | $544.90M | $544.01M | $8.2300 | $8.1000 |
| Feb 12, 2026 | $556.60M | $578.54M | $9.4800 | $8.7500 |
| Nov 3, 2025 | $528.00M | $578.54M | $6.1000 | $5.8300 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $655M | $186M | $6.95 (diluted) |
| Q1 FY2026 | $545M | $110M | $3.84 (diluted) |
| Q4 FY2025 | $800M | $348M | $11.21 (diluted) |
| Q3 FY2025 | $528M | $212M | $6.87 (diluted) |
What are the financial strengths and risks for Affiliated Managers Group (AMG)?
Short answer
Cash and short-term investments were $411.00M at the Jun 30, 2026 balance-sheet date. Operating cash flow was $251.90M for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-13.
Operating cash flow has remained positive throughout the reported series, and capital expenditure has been minor. Margins, cash-flow yield and returns are robust, while the quality and distress screens are supportive.
Cash plus investments exceeds total debt, but most of that asset pool sits in long-term investments whose classification is not specified. Cash and short-term investments recovered in the latest period yet remain well below earlier balances, so the combined investment figure should not be treated as fully liquid.
Weak demand for affiliated strategies across institutional, intermediary or wealthy-client channels would pressure service revenue. If that coincided with another decline in readily available cash, debt and repurchase commitments would leave less room for capital allocation.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $251.90M Jun 30, 2026
- Previous quarter · operating cash flow
- $303.30M Mar 31, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 30, 2026 | $251.90M | $0.00 |
| Mar 31, 2026 | $303.30M | −$3.80M |
| Dec 31, 2025 | $267.30M | −$1.90M |
| Sep 30, 2025 | $277.10M | −$1.20M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at Affiliated Managers Group (AMG)?
Short answer · as of
The next earnings report is expected on Nov 2, 2026.
Research dated 2026-09-13.
The scheduled earnings release carries a modest sequential consensus hurdle for revenue and earnings. Watch whether revenue holds near the latest level, whether profitability preserves the recent earnings-beat pattern and whether operating cash generation remains resilient.
Capital allocation deserves equal attention. Cash and short-term investments should stabilize or rebuild if repurchases proceed near management’s stated expectation; a falling liquid balance alongside continued debt would make the long-term investment portfolio’s accessibility more important.
The longer estimate path anticipates growth but becomes thinner and less consistent farther out. Changes in the breadth of analyst coverage therefore matter alongside revisions to the estimates themselves.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
For the full year, we expect to repurchase approximately 600 million, subject to market conditions and capital allocation activity.
Dava Ritchea ·
How does Affiliated Managers Group compare with its peers?
Short answer
Affiliated Managers Group's score ranks 2nd of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-13.
AMG is not centered on a narrow house-branded fund lineup. It uses an affiliate network to offer strategies spanning capitalization styles, emerging markets, quantitative investing, alternatives and fixed income across institutional and intermediary channels.
That breadth makes AMG an aggregator of affiliate economics rather than a pure exposure to a flagship strategy. The tradeoff is broader product and channel reach against dependence on demand for numerous affiliated managers whose results ultimately flow into AMG’s consolidated revenue and profit.
| Company | Price | Market value | Score |
|---|---|---|---|
| $113.85 Oct 6, 2026 | $7.12B | 98 5-pillar Oct 7, 2026 | |
| Affiliated Managers Group (AMG) — this page | $379.72 | $10.1B | 97 |
| $56.56 Oct 6, 2026 | $4.29B | 94 5-pillar Oct 7, 2026 | |
| $18.64 Oct 6, 2026 | $13.4B | 86 5-pillar Oct 7, 2026 | |
| $86.50 Oct 6, 2026 | $4.80B | 85 5-pillar Oct 7, 2026 | |
| $103.60 Oct 6, 2026 | $22.2B | 80 5-pillar Oct 7, 2026 | |
| $9.36 Oct 6, 2026 | $4.33B | 79 5-pillar Oct 7, 2026 | |
| $54.77 Oct 6, 2026 | $5.09B | 74 5-pillar Oct 7, 2026 | |
| $35.17 Oct 6, 2026 | $15.7B | 72 5-pillar Oct 7, 2026 | |
| $44.97 Oct 6, 2026 | $17.5B | 67 5-pillar Oct 7, 2026 | |
| $72.56 Oct 6, 2026 | $3.73B | 67 5-pillar Oct 7, 2026 | |
| $23.43 Oct 6, 2026 | $19.0B | 56 5-pillar Oct 7, 2026 | |
| $11.95 Oct 6, 2026 | $5.20B | 55 5-pillar Oct 7, 2026 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $400.00 – $425.00
- Consensus target
- $410.00
- Median target
- $405.00
Consensus record · Captured .
Measured against a quoted price of $379.72 (as of Oct 6, 2026).
Insider activity
Form 4 records via FMP · Of the newest 100 records, those within the last 180 days, newest dated Aug 15, 2026
- Transactions
- 28
- Identified insiders
- 8
- Purchases
- 1
- Sales
- 3
- Other transactions
- 24
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Institutional ownership
- 95.2% Period end Jun 30, 2026
- Previous quarter · ownership
- 92.7% Prior to period end Jun 30, 2026
- Reporting holders
- 581 Period end Jun 30, 2026
- Previous quarter · holders
- 557 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Blackrock, INC. | 2,772,736 |
| Morgan Stanley | 1,487,219 |
| Vanguard Portfolio Management LLC | 1,391,836 |
| Vanguard Capital Management LLC | 1,151,085 |
| Boston Partners | 1,001,967 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about Affiliated Managers Group (AMG)?
Affiliated Managers Group Financial Services Stock: Key Questions Answered
Research dated 2026-09-13; the answers below are from that research, and the full attribution is under Sources. The last 2 questions are answered from this page's own dated data, not from the research.
How does AMG’s affiliate network reach mutual fund and institutional clients?
AMG combines affiliated investment strategies with direct distribution and intermediary channels. Those channels include advisers, retirement-plan sponsors, broker-dealers, fund marketplaces and bank trust departments.
What explains the gap between AMG’s revenue and earnings surprise record?
Revenue repeatedly fell short of consensus before the latest release, while earnings generally exceeded expectations. The record shows that AMG’s profit outcome cannot be inferred from the revenue surprise alone.
Can AMG’s long-term investments offset debt when cash is lower?
Cash plus investments exceeds debt, but most of the combined amount is held as long-term investments with an unspecified classification. Readily available cash and short-term investments are much smaller, making liquidity quality more relevant than the headline total.
Why are AMG’s planned repurchases more consequential than its dividend?
The dividend remains nominal, while management has outlined substantial repurchases subject to market conditions and competing capital needs. Shareholder distributions are therefore concentrated in discretionary buybacks rather than recurring dividend income.
What is the AMG stock price today?
The last price recorded on this page for Affiliated Managers Group, Inc. (AMG) is $379.72, as of the Oct 6, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the AMG price target?
The analyst consensus price target for Affiliated Managers Group, Inc. (AMG) is $410.00 (range $400.00 to $425.00, median $405.00), per FMP data captured Oct 7, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-13. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (80 figures)
The 80 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 2 facts from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | Dava Ritchea (Jul 30, 2026): For the full year, we expect to repurchase approximately 600 million, subject to market conditions and capital allocation activity. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | |
id.hq | SEC filing business address | 1001 U.S. Highway ONE North, Suite 702, Jupiter, FL, 33477 | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "777 South Flagler Drive, West Palm Beach, FL, 33401, US". The FMP company description names West Palm Beach, Florida as the headquarters; this page uses the address in this row. |
FMP — 69 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Nov 2, 2026 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
px.last | Latest provided price | $379.72 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-06T21:54:39.153Z. | |
px.change | Change on the day | -0.26% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalization | $10.1B | FMP | Financial Modeling Prep (FMP) quote — Provider market cap uses the share class it prices; a company with more than one class may show a larger total elsewhere. Market cap record date: 2026-10-06. Source capture time was not supplied. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | −$0.98 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $655M | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.range52 | 52-week range | $230.26–$392.92 | FMP | Financial Modeling Prep (FMP) quote | |
px.pe | Price / earnings (trailing) | 12.18 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 414.2K | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 1.1 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Jay C. Horgen | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 5,600 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $2.41B, net result $565.70M; FY2022 revenue $2.33B, net result $1.15B; FY2023 revenue $2.06B, net result $672.90M; FY2024 revenue $2.04B, net result $511.60M; FY2025 revenue $2.45B, net result $716.60M | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.gross_margin | Gross margin (trailing twelve months) | 79.9% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-06-30.revenue_k | Revenue — period end 2026-06-30 | $655.30M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.sga_k | SG&A — period end 2026-06-30 | $107.40M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.operating_result_k | FMP standardized operating result — period end 2026-06-30 | $209.10M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.revenue_k | Revenue — period end 2026-03-31 | $544.90M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.sga_k | SG&A — period end 2026-03-31 | $0.00 | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.operating_result_k | FMP standardized operating result — period end 2026-03-31 | $77.40M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $800.40M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.sga_k | SG&A — period end 2025-12-31 | $117.70M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.operating_result_k | FMP standardized operating result — period end 2025-12-31 | $308.50M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.revenue_k | Revenue — period end 2025-09-30 | $528.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.sga_k | SG&A — period end 2025-09-30 | $100.50M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.operating_result_k | FMP standardized operating result — period end 2025-09-30 | $165.10M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-07-29.revenue_actual | Revenue · reported — report date 2026-07-29 | $640.70M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-29.revenue_estimated | Revenue · estimate — report date 2026-07-29 | $590.94M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-29.eps_actual | EPS · reported — report date 2026-07-29 | $8.2900 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-29.eps_estimated | EPS · estimate — report date 2026-07-29 | $7.9000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-01.revenue_actual | Revenue · reported — report date 2026-05-01 | $544.90M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-01.revenue_estimated | Revenue · estimate — report date 2026-05-01 | $544.01M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-01.eps_actual | EPS · reported — report date 2026-05-01 | $8.2300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-01.eps_estimated | EPS · estimate — report date 2026-05-01 | $8.1000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-12.revenue_actual | Revenue · reported — report date 2026-02-12 | $556.60M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-12.revenue_estimated | Revenue · estimate — report date 2026-02-12 | $578.54M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-12.eps_actual | EPS · reported — report date 2026-02-12 | $9.4800 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-12.eps_estimated | EPS · estimate — report date 2026-02-12 | $8.7500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-03.revenue_actual | Revenue · reported — report date 2025-11-03 | $528.00M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-03.revenue_estimated | Revenue · estimate — report date 2025-11-03 | $578.54M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-03.eps_actual | EPS · reported — report date 2025-11-03 | $6.1000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-03.eps_estimated | EPS · estimate — report date 2025-11-03 | $5.8300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $411.00M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $251.90M | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $3.69B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $3.00B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 3.33× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-06-30.operating_cash_flow_m | Operating cash flow — period end 2026-06-30 | $251.90M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.operating_cash_flow_m | Operating cash flow — period end 2026-03-31 | $303.30M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-06-30.capex_m | Capital expenditure (reported) — period end 2026-06-30 | $0.00 | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.capex_m | Capital expenditure (reported) — period end 2026-03-31 | −$3.80M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.operating_cash_flow_m | Operating cash flow — period end 2025-12-31 | $267.30M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.capex_m | Capital expenditure (reported) — period end 2025-12-31 | −$1.90M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.operating_cash_flow_m | Operating cash flow — period end 2025-09-30 | $277.10M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.capex_m | Capital expenditure (reported) — period end 2025-09-30 | −$1.20M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $400.00 – $425.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 7, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $410.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 7, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $405.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 7, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 28 transactions · 1 purchases, 3 sales, 24 other transactions · 8 identified insiders · of the newest 100 records, those within the last 180 days, newest dated Aug 15, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.ownership_pct | Institutional ownership | 95.2% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.ownership_pct_previous_quarter | Previous quarter · ownership | 92.7% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.institutions.depth.holders | Reporting holders | 581 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 557 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Blackrock, INC. — shares in provider snapshot | 2,772,736 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Morgan Stanley — shares in provider snapshot | 1,487,219 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Vanguard Portfolio Management LLC — shares in provider snapshot | 1,391,836 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Vanguard Capital Management LLC — shares in provider snapshot | 1,151,085 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Boston Partners — shares in provider snapshot | 1,001,967 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 2 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history | Reported versus estimated, recent quarters | EPS beat 7 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-10-02 · Expired observation | |
fin.scores | Distress and quality screens | Altman Z 3.30 · Piotroski F 7 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-07 |
COMPUTED — 5 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 24.57× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $411.00M at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-06. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio. |
div.ttm_per_share | Dividends per share, last 12 months (split-adjusted) | $0.04 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history — Sum of 4 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-06, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate. | |
div.ttm_yield | Dividend yield, last 12 months | 0.01% | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate. | |
earn.history.depth.2026-07-29.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($640.70M) with the recorded estimate ($590.94M) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-07-29.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($8.2900) with the recorded estimate ($7.9000) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 97 of 100 · Exceptional · pillars 98 / 36 / 42 / 96 / 98 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 97 (stored snapshot Oct 6, 2026) → 97 (current publication computed Oct 7, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots — The current score publication is not yet represented in the immutable snapshot archive. |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-06-30.revenue_k,fin.q_table.depth.2026-06-30.sga_k,fin.q_table.depth.2026-06-30.operating_result_k,fin.q_table.depth.2026-03-31.revenue_k,fin.q_table.depth.2026-03-31.sga_k,fin.q_table.depth.2026-03-31.operating_result_k,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.sga_k,fin.q_table.depth.2025-12-31.operating_result_k,fin.q_table.depth.2025-09-30.revenue_k,fin.q_table.depth.2025-09-30.sga_k,fin.q_table.depth.2025-09-30.operating_result_k. - Earnings-history note. Source series as of 2026-07-29. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-07-29.revenue_actual,earn.history.depth.2026-07-29.revenue_estimated,earn.history.depth.2026-07-29.revenue_actual.comparison,earn.history.depth.2026-07-29.eps_actual.comparison,earn.history.depth.2026-07-29.eps_actual,earn.history.depth.2026-07-29.eps_estimated,earn.history.depth.2026-05-01.revenue_actual,earn.history.depth.2026-05-01.revenue_estimated,earn.history.depth.2026-05-01.eps_actual,earn.history.depth.2026-05-01.eps_estimated,earn.history.depth.2026-02-12.revenue_actual,earn.history.depth.2026-02-12.revenue_estimated,earn.history.depth.2026-02-12.eps_actual,earn.history.depth.2026-02-12.eps_estimated,earn.history.depth.2025-11-03.revenue_actual,earn.history.depth.2025-11-03.revenue_estimated,earn.history.depth.2025-11-03.eps_actual,earn.history.depth.2025-11-03.eps_estimated. - Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-30.operating_cash_flow_m,fin.opcf.depth.2026-03-31.operating_cash_flow_m,fin.opcf.depth.2026-06-30.capex_m,fin.opcf.depth.2026-03-31.capex_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.capex_m,fin.opcf.depth.2025-09-30.operating_cash_flow_m,fin.opcf.depth.2025-09-30.capex_m.
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Sources used for research written 2026-09-13
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Legal name | AFFILIATED MANAGERS GROUP, INC. Our market-data provider lists the name as "Affiliated Managers Group, Inc."; the filer's own record is used here. | 2026-02-17 | OFFICIAL | SEC EDGAR — 10-K filed 2026-02-17 |
| Business description | Affiliated Managers Group, Inc. (AMG) functions as an asset management firm, leveraging its network of affiliates to provide comprehensive investment management solutions. Its primary clientele in the United States includes mutual funds, institutional investors, and high-net-worth individuals. AMG additionally offers advisory and subadvisory services to mutual funds, which are distributed to retail and institutional clients through direct channels and a wide range of intermediaries. These intermediaries encompass independent financial advisors, retirement plan sponsors, broker-dealers, major fund marketplaces, and bank trust departments. The company delivers a diverse portfolio of investment products to its institutional clients, covering various styles such as equity strategies focused on small, small-to-mid, mid, and large-capitalization value and growth, as well as emerging markets. AMG's offerings further extend to quantitative, alternative, and fixed-income products. The firm also manages assets for charitable foundations, endowments, and both corporate and municipal defined benefit and defined contribution plans. Beyond general investment management, AMG provides customized investment counseling and robust fiduciary services. Founded in 1993, Affiliated Managers Group, Inc. is headquartered in West Palm Beach, Florida, with additional global offices located in Prides Crossing, Massachusetts; Stamford, Connecticut; London, United Kingdom; Dubai, United Arab Emirates; Sydney, Australia; Hong Kong; Tokyo, Japan; Zurich, Switzerland; and Delaware. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Management outlook — dated call excerpts | Captured record · 1 entry
Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | 2026-07-30 | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2025-12-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Most recent periodic reports | 2026-08-07 | OFFICIAL | SEC EDGAR filer submissions | |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-07-29 | FMP | Financial Modeling Prep (FMP) earnings |
| Recent SEC filings |
| 2026-08-07 | OFFICIAL | SEC EDGAR filer submissions |
| Trailing twelve-month ratio set | Debt to equity: 0.99; Net margin: 33.9%; Gross margin: 79.9%; Operating margin: 30.1%; Return on assets: 9.1%; Return on equity: 26.9% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Distress and quality screens | Altman Z-score: 3.25; Piotroski F-score: 7 Altman Z below 1.8 is the conventional distress zone. The screen is built for manufacturers and industrials; for banks, insurers and property companies it is not a meaningful reading. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) financial scores |
| Cash, investments and debt | Total debt: $3.00B; Liquidity basis: cash and short-term investments; Total liabilities: $5.20B; Cash and short-term investments: $411.00M; Cash and investments: $4.11B; Long-term investments: $3.69B; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Cash and investment components | Total basis: cash short and long-term investments; Total: $4.11B; Cash and short-term investments: $411.00M; Long-term investments: $3.69B; Long-term investments classification: unclassified Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures. | 2026-06-30 | COMPUTED | Computed from the balance sheet |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Next earnings report | Date: 2026-11-02; EPS estimate: $8.58 per share; Revenue estimate: $646.12M The date is our provider's estimate until the company confirms it. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Analyst revenue and earnings estimates (average) | Captured record · 4 entries
| 2026-09-13 | FMP | Financial Modeling Prep (FMP) analyst estimates |
| Sector / industry (provider taxonomy) | Financial Services / Asset Management The company's SEC filings classify it under SIC 6282 — Investment Advice. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Recent dividends paid | Captured record · 4 entries
Declared amounts per share on their ex-dates. A single payment does not establish an annual rate, and a special dividend is not separated here. | 2026-08-10 | FMP | Financial Modeling Prep (FMP) dividend history |
| Dividends per share, last 12 months (split-adjusted) | $0.04 Sum of 4 split-adjusted declared dividends with an ex-date in the 365 days to 2026-09-13, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate. | 2026-08-10 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history |
| Dividend yield, last 12 months | 0.01% Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate. | 2026-09-11 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history and quote |
Data provided for informational purposes only.
ETFs that hold AMG
Funds in our ETF coverage that list AMG among the top 10 holdings on their fund page, largest weight first. Each weight is the fund's reported holding weight as of the date in its row.
| ETF | Weight | Holdings as of |
|---|---|---|
| iShares Focused Value Factor ETF (FOVL) | 2.65% |