Artisan International Value Fund Advisor Class (APDKX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Artisan International Value Fund Advisor Class (APDKX) trades at $61.35 with AI Score 49/100 (Grade C). Artisan International Value Fund Advisor Class seeks maximum long-term capital growth by investing primarily in non-U. S. companies. Market cap: $25.2B, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for APDKX: APDKX 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 APDKX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
APDKX: the 3 scored disciplines are evenly split. Dominant signal: Ray Dalio bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- 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.
Artisan International Value Fund Advisor Class (APDKX) Financial Services Profile
Artisan International Value Fund Advisor Class is a global asset management fund focused on long-term capital appreciation through investments in non-U.S. companies, primarily in developed markets, leveraging a bottom-up, company-specific investment approach and offering a substantial dividend yield.
What Is the Investment Thesis for APDKX?
Artisan International Value Fund Advisor Class presents a compelling investment thesis based on its focus on long-term capital appreciation through international value investing. With a substantial market capitalization of $25.2B and a high gross margin of 45.8%, the fund demonstrates financial stability. A key value driver is its dividend yield of 6.97%, offering investors a steady income stream. Growth catalysts include the potential for undervalued non-U.S. companies to outperform as global markets recover. Potential risks include market volatility and currency fluctuations, which could impact the fund's returns. The fund's beta of 0.77 suggests lower volatility compared to the broader market.
Based on FMP financials and quantitative analysis
APDKX Key Highlights
Market Cap: $22.22B indicating substantial size and influence within the asset management industry.
- Profit Margin: 20.8% reflecting efficient operations and strong profitability in its investment strategies.
- Gross Margin: 45.8% demonstrating a significant ability to generate revenue relative to the cost of its investment activities.
- Beta: 0.77 suggesting lower volatility compared to the overall market, potentially offering a more stable investment.
- Dividend Yield: 6.97% providing a high income stream for investors, making it attractive for income-focused portfolios.
Who Are APDKX's Competitors?
APDKX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| APHKX Artisan International Value Fund Institutional Class | $61.71 | +0.15% | $25.4B | 52 |
| ARTKX Artisan International Value Fund Investor Class | $61.50 | +0.15% | $25.3B | 52 |
| JACTX Janus Henderson Forty Fund - T Shares | $57.29 | -0.33% | $24.7B | 44 |
| JARTX Janus Henderson Forty Fund | $53.63 | -0.59% | $23.9B | 44 |
| JFRDX Janus Henderson Forty D | $56.35 | -0.32% | $24.7B | 44 |
| IDDTF AB Industrivärden (publ) | $54.65 | -0.36% | $23.6B | 70 |
| TPG TPG Inc. | $51.57 | -3.03% | $19.8B | 67 |
| ARCC Ares Capital Corporation | $19.80 | +0.66% | $14.2B | 79 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are APDKX's Key Strengths?
Strong focus on international value investing.
- Experienced investment team with a proven track record.
- High dividend yield providing income for investors.
- Disciplined investment process focused on individual company selection.
What Are APDKX's Weaknesses?
Exposure to currency fluctuations and international market volatility.
- Dependence on the performance of non-U.S. companies.
- Potential for underperformance in certain market environments.
- Higher expense ratio compared to some passive investment options.
What Could Drive APDKX Stock Higher?
Potential for undervalued non-U.S. companies to outperform as global markets recover.
- Increasing demand for international value investing strategies.
- Launch of new investment products focused on specific sectors or regions.
- Integration of ESG factors into the investment process to attract socially responsible investors.
What Are the Key Risks for APDKX?
Global economic downturn impacting international markets.
- Exposure to currency fluctuations and international market volatility.
- Changes in government regulations affecting international investments.
- Geopolitical risks and uncertainties impacting investment returns.
What Are the Growth Opportunities for APDKX?
- Expansion into Emerging Markets: Artisan International Value Fund Advisor Class can capitalize on the higher growth potential in emerging markets. By increasing its allocation to undervalued companies in these regions, the fund can enhance its returns. The emerging markets asset management sector is projected to grow as these economies develop and attract more foreign investment. Successfully navigating the complexities and risks associated with emerging markets will be crucial for realizing this growth opportunity.
- Increased Focus on Sustainable Investing: Integrating environmental, social, and governance (ESG) factors into its investment process can attract a growing segment of investors focused on sustainable investing. By identifying and investing in companies with strong ESG profiles, the fund can enhance its long-term performance and appeal to socially responsible investors. The market for ESG investments is expanding rapidly, presenting a significant growth opportunity for asset managers.
- Development of New Investment Products: Creating new investment products, such as thematic funds focused on specific sectors or regions, can attract new investors and diversify the fund's revenue streams. By identifying emerging investment themes and developing innovative products, the fund can stay ahead of the competition and capture new market opportunities. The demand for specialized investment products is increasing, driven by investors seeking targeted exposure to specific sectors or themes.
- Leveraging Technology for Enhanced Investment Analysis: Implementing advanced data analytics and artificial intelligence (AI) tools can improve the fund's investment decision-making process and enhance its ability to identify undervalued companies. By leveraging technology, the fund can gain a competitive edge and improve its investment performance. The use of AI and data analytics in asset management is growing rapidly, driven by the increasing availability of data and the potential for improved investment outcomes.
- Strategic Partnerships and Acquisitions: Forming strategic partnerships with other asset managers or acquiring complementary businesses can expand the fund's distribution network and broaden its product offerings. By partnering with firms with established distribution channels or acquiring businesses with specialized expertise, the fund can accelerate its growth and enhance its competitive position. The asset management industry is consolidating, with larger firms acquiring smaller players to gain scale and expand their capabilities.
What Are APDKX's Competitive Advantages?
- Established track record of delivering competitive investment returns.
- Experienced investment team with expertise in international value investing.
- Strong brand reputation and relationships with institutional investors.
- Disciplined investment process focused on individual company selection.
What Does APDKX Do?
Artisan International Value Fund Advisor Class is an investment fund managed by Artisan Partners. The fund is designed to achieve maximum long-term capital growth by investing primarily in the common stocks and other securities of non-U.S. companies. The fund's investment strategy emphasizes individual company selection over geographic allocation, reflecting a bottom-up approach to investing. Under normal market conditions, the fund invests at least 80% of its total assets (excluding cash and cash equivalents) in non-U.S. companies, measured at market value at the time of purchase. While the fund primarily invests in developed markets, it retains the flexibility to invest in emerging and less developed markets as well. This approach allows the fund to seek value opportunities across a broad spectrum of international equities. Artisan Partners, the fund's manager, is known for its autonomous investment teams and a focus on delivering long-term investment results for its clients. The fund's emphasis on international value investing aims to identify undervalued companies with strong growth potential, regardless of their geographic location. The fund's strategy is to construct a portfolio of high-conviction investments, reflecting the investment team's best ideas.
What Products and Services Does APDKX Offer?
- Invests primarily in common stocks and other securities of non-U.S. companies.
- Focuses on achieving maximum long-term capital growth.
- Employs a bottom-up investment approach, focusing on individual company selection.
- Invests primarily in developed markets but may also invest in emerging markets.
- Manages assets on behalf of institutional and individual investors.
- Conducts in-depth research and analysis to identify undervalued investment opportunities.
How Does APDKX Make Money?
- Generates revenue through management fees based on assets under management (AUM).
- May earn performance-based fees for exceeding specific investment benchmarks.
- Focuses on attracting and retaining assets by delivering competitive investment returns.
- Distributes investment products through various channels, including financial advisors and institutional clients.
What Industry Does APDKX Operate In?
Artisan International Value Fund Advisor Class operates within the asset management industry, which is characterized by intense competition and evolving market dynamics. The industry is influenced by global economic trends, interest rates, and investor sentiment. Key competitors include firms such as Artisan Partners and other international value funds. The fund's focus on non-U.S. equities positions it to capitalize on growth opportunities in international markets.
Who Are APDKX's Key Customers?
- Institutional investors, including pension funds, endowments, and foundations.
- High-net-worth individuals seeking long-term capital appreciation.
- Financial advisors who recommend the fund to their clients.
- Retail investors through various investment platforms.
Artisan International Value Fund Advisor Class (APDKX) Valuation Context
Valued at $25.2B, APDKX is classified as a large-cap stock. Relative to its peer group, APDKX's quantitative score of 49/100 is roughly in line with the peer average of 47/100.
Key Financial Metrics
Return on equity for Artisan International Value Fund Advisor Class stands at 69.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 14.4%, showing how much profit it generates from its asset base. Its free cash flow yield is 1.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.80 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
Financial Health
Artisan International Value Fund Advisor Class's Piotroski F-Score is 6/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 18.40 places it in the safe zone, indicating low near-term bankruptcy risk.
APDKX Financials
Bull Case vs Bear Case
Bull Case
- APDKX's international focus diversifies risk, potentially shielding it from US-centric downturns, similar to how global funds navigated the 2008 crisis.
- Recent insider buying could signal confidence in the fund's future performance, mirroring positive sentiment before Tesla's 2020 surge.
- Community sentiment suggests belief in the fund's long-term value strategy, akin to investors holding through volatile periods.
- Market perception views international value as undervalued, positioning APDKX for potential gains if this trend reverses.
Bear Case
- Global economic uncertainty could negatively impact APDKX's international holdings, similar to how Brexit affected European markets.
- Negative community sentiment regarding fund management might deter new investors, resembling concerns around underperforming funds post-dot-com bubble.
- Recent insider selling could indicate concerns about the fund's short-term prospects, echoing anxieties before market corrections.
- Market perception sees value investing as outdated, potentially limiting APDKX's growth if this view persists.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2024 | $264M | $54M | $0.84 |
Based on FMP financials and quantitative analysis
APDKX Latest News
No recent news available for APDKX.
APDKX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for APDKX.
Price Targets
Wall Street price target analysis for APDKX.
APDKX MoonshotScore
What does this score mean?
The MoonshotScore rates APDKX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Common Questions About APDKX (Financial Services)
What does the AI Score mean for APDKX?
APDKX holds an AI Score of 49/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Artisan International Value Fund Advisor Class seeks maximum long-term capital growth by investing primarily in non-U.S. companies. The fund focuses on individual company selection rather than …
What does Artisan International Value Fund Advisor Class do?
Artisan International Value Fund Advisor Class is an investment fund focused on achieving long-term capital growth by investing primarily in non-U.S. companies. The fund employs a bottom-up investment approach, emphasizing individual company selection over geographic allocation. It invests predominantly in developed markets but also has the flexibility to invest in emerging markets.
What are the main risks for APDKX?
The main risks for Artisan International Value Fund Advisor Class include exposure to currency fluctuations, which can impact returns when converting foreign currencies back to the fund's base currency. International market volatility, driven by economic and political events, can also affect the fund's performance.
What are the key factors to evaluate for APDKX?
Artisan International Value Fund Advisor Class (APDKX) holds an AI score of 49/100 (low). Artisan International Value Fund Advisor Class presents a compelling investment thesis based on its focus on long-term capital appreciation through international value investing. Not financial advice.
How frequently does APDKX data refresh on this page?
APDKX's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven APDKX's recent stock price performance?
Artisan International Value Fund Advisor Class (APDKX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong focus on international value investing. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider APDKX overvalued or undervalued right now?
Artisan International Value Fund Advisor Class (APDKX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research APDKX before investing?
Before investing in Artisan International Value Fund Advisor Class (APDKX), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding APDKX to a portfolio?
Key strength of Artisan International Value Fund Advisor Class (APDKX): Strong focus on international value investing. Weigh rewards against risks and diversify. Not financial advice.
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.
- AI analysis is pending and may provide further insights.