Affiliated Managers Group, Inc. (MGR) Stock Price & Analysis
Affiliated Managers Group, Inc. (MGR) — MoonshotScore 73/100 (Strong band), calculated Oct 4, 2026. Price $19.15 (+0.26%), as of the Oct 2, 2026 trading session; market cap $5.64B. Expected results Nov 9, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 13.72× (market value Oct 2, 2026; cash Jun 30, 2026) · expected results Nov 9, 2026
Affiliated Managers Group, Inc. · MGR · NYSE · Financial Services · Asset Management
Research dated 2026-09-13: Affiliated Managers Group is a minority investor in independent investment firms globally, holding stakes in diverse asset managers. Revenue comes from management fees on assets under management; earnings swing with market valuation and affiliate exit proceeds.
Price as of Oct 2, 2026
Key Statistics
MoonshotScore v2 · Affiliated Managers Group (MGR)
StrongWhy 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 durable growth, but a fragile balance sheet, and the price trend has turned against it. Business Quality: Elite; Financial Safety: Strained; Valuation: Full; Growth Durability: Growing; Momentum: Slipping.
- quarterly revenue $641M (Q2 FY2026, quarter ended Jun 2026)
- EPS beat 7 of 8
- Altman Z 2.63 · Piotroski F 7
Holding back: balance-sheet strain, weak price trend
Helping: business quality, durable growth
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 73 | Strong | |
| 73 | Strong | |
| 76 | Strong | |
| 76 | Strong | |
| 72 | Strong | |
| 72 | Strong |
The score moved from 72 in the stored Oct 3, 2026 snapshot to 73 in the current publication computed Oct 4, 2026 (+1); the largest pillar moves were Growth Durability +1 and Momentum +1.
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 | $19.15 | |
| Change on the day | +0.26% | |
| 52-week range | $18.87 – $22.51 | |
| Market capitalisation | $5.64B | |
| Price / earnings (trailing) | 11.45 | |
| Shares traded on the day | 49.3K | |
| Beta (volatility vs the S&P 500) | 1.45 | |
| Dividends per share (last 12 months) | $1.47 | |
| Dividend yield (last 12 months) | 7.67% |
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. 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
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
The provider's estimated date can change.
What to watch nextOther perspectives
Council score for Affiliated Managers Group (MGR): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
5-Factor Breakdown
Legends Council
4 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: Sep 28, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 28, 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 Sep 28, 2026, the Munger lens read the price at that time as undervalued against its own estimate of value.
Readings on this page are from Oct 5, 2026, except a card that shows its own read date.
Watch the MGR film — every key number, told as a short cinematic story
~2 min · open the film
What is Affiliated Managers Group (MGR), and what does it report?
Short answer · as of
Affiliated Managers Group does not manage assets itself; it holds passive minority stakes in independent investment firms and receives a proportional share of their profits.
Research dated 2026-09-13.
Affiliated Managers Group does not manage assets itself; it holds passive minority stakes in independent investment firms and receives a proportional share of their profits. Revenue is principally management-fee revenue passed through from affiliates, plus realized and unrealized gains on the equity stakes. This structure means earnings depend both on market-driven asset growth and on whether affiliates exit or are acquired at valuations above book.
What do the latest results show for Affiliated Managers Group (MGR)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $641M.
Research dated 2026-09-13.
The most recent quarter delivered strong net income and earnings per share, with operating cash flow robust. This reflects both steady fee revenue and likely unrealized gains on affiliate holdings as equity markets rose.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $640.70M Jun 30, 2026
- Latest quarter · SG&A
- $107.30M Jun 30, 2026
- Latest quarter · FMP standardized operating result
- $217.40M Jun 30, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 30, 2026 | $640.70M | Not available | $107.30M | $217.40M |
| Mar 31, 2026 | $832.00M | Not available | $394.50M | $78.40M |
| Dec 31, 2025 | $800.40M | Not available | $0.00 | $308.50M |
| Sep 30, 2025 | $528.00M | Not available | $0.00 | $174.00M |
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 30, 2026
- Latest report · revenue estimate
- $590.94M Jul 30, 2026
- Latest report · revenue vs estimate
- Above estimate Jul 30, 2026
- Latest report · EPS vs estimate
- Above estimate Jul 30, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Jul 30, 2026 | $640.70M | $590.94M | $8.2900 | $7.9000 |
| May 1, 2026 | $544.90M | $544.01M | $8.2300 | $8.0800 |
| Feb 12, 2026 | $556.60M | $578.54M | $9.4800 | $8.8600 |
| Nov 3, 2025 | $528.00M | $544.64M | $6.1000 | $5.8900 |
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 | $641M | $186M | $6.92 (diluted) |
| Q1 FY2026 | $832M | $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 (MGR)?
Short answer
Cash and short-term investments were $411.00M at the Jun 30, 2026 balance-sheet date. Operating cash flow was $299.30M for the quarter ended Mar 31, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-13.
The balance sheet shows solid solvency metrics: debt-to-equity under unity, substantial net cash position, and healthy operating margins. The company generates strong free cash flow and pays a meaningful dividend. The core vulnerability is valuation: if investment markets compress or if affiliate management fees decline, earnings swing downward sharply.
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
- $299.30M Mar 31, 2026
- Previous quarter · operating cash flow
- $267.30M Dec 31, 2025
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Mar 31, 2026 | $299.30M | −$3.80M |
| Dec 31, 2025 | $267.30M | −$1.90M |
| Sep 30, 2025 | $299.30M | −$1.20M |
| Jun 30, 2025 | $230.80M | −$1.40M |
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 (MGR)?
Short answer · as of
The next earnings report is expected on Nov 9, 2026.
Research dated 2026-09-13.
Track quarterly assets under management at affiliates and any announced acquisitions or departures in coming reports. Management has guided stable to modest growth in affiliate fee revenues. Divergence from that guidance—or announcement of a meaningful exit—would reshape earnings outlook materially.
What the records here don't tell us
- No insider Form 4 transaction falls inside the window this page reads.
Checked against the records this page reads, on the dates shown above.
How does Affiliated Managers Group compare with its peers?
Short answer
Affiliated Managers Group's score ranks 4th of 6 in the bounded comparison shown, against 5 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.
Affiliated Managers differs from traditional asset managers in that it owns the firms rather than competing for assets directly. This alignment-focused model has created long tenures at affiliate firms, but it also means the company has no direct control over strategy. Earnings are therefore more volatile than a manager's because exits and acquisitions drive one-time gains.
| Company | Price | Market value | Score |
|---|---|---|---|
| $56.02 Oct 2, 2026 | $6.47B | 95 5-pillar Oct 4, 2026 | |
| $219.43 Oct 2, 2026 | $7.64B | 95 5-pillar Oct 4, 2026 | |
| $67.38 Oct 2, 2026 | $8.10B | 78 5-pillar Oct 4, 2026 | |
| Affiliated Managers Group (MGR) — this page | $19.15 | $5.64B | 73 |
| $52.64 Oct 2, 2026 | $14.4B | 54 5-pillar Oct 4, 2026 | |
| $39.82 Oct 2, 2026 | $14.3B | 28 5-pillar Oct 4, 2026 | |
| $13.70 Date unavailable | $5.97B | — Model unavailable | |
| $55.11 Date unavailable | $5.12B | — Model unavailable | |
| $87.04 Date unavailable | $4.83B | — Model unavailable | |
| $113.23 Date unavailable | $7.08B | — Model unavailable | |
| $9.58 Date unavailable | $4.43B | — Model unavailable | |
| $56.07 Date unavailable | $4.26B | — Model unavailable | |
| $73.00 Date unavailable | $3.75B | — Model unavailable |
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
Who holds the shares?
Institutional ownership reported through 13F filings.
- Institutional ownership
- 0.0% Period end Jun 30, 2026
- Previous quarter · ownership
- 0.0% Prior to period end Jun 30, 2026
- Reporting holders
- 2 Period end Jun 30, 2026
- Previous quarter · holders
- 2 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| First Command Advisory Services, INC. | 471 |
| Pnc Financial Services Group, INC. | 176 |
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.
MGR Financial Services Stock FAQ
Research dated 2026-09-13; the answers below are from that research, and the full attribution is under Sources. The last question is answered from this page's own dated data, not from the research.
How much of earnings comes from management fees versus investment gains on the affiliate stakes?
Fee revenue is the steady state; investment gains on unrealized and realized stake appreciation add upside volatility. Fee decline accelerates when asset markets fall and affiliates' assets under management compress.
What happens to the stock if investment markets compress and affiliate assets fall?
Fee revenue declines proportionally with assets under management. Earnings can swing sharply negative if multiple affiliates experience redemptions at the same time.
Are there barriers to affiliates departing and taking their fee revenue with them?
Affiliate agreements typically involve put-call provisions and vesting. However, talented teams can ultimately leave, and minority ownership gives Affiliated Managers limited contractual leverage to prevent departure.
Does the dividend policy assume sustained affiliate profitability?
The dividend is paid quarterly and has grown modestly. Maintenance assumes affiliate fee revenue remains stable; a material decline in assets under management would force dividend pressure.
What is the MGR stock price today?
The last price recorded on this page for Affiliated Managers Group, Inc. (MGR) is $19.15, as of the Oct 2, 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.
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 Claude (claude-haiku-4-5) 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 (72 figures)
The 72 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 — 1 fact from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
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, FL as the headquarters; this page uses the address in this row. |
FMP — 61 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Nov 9, 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 | $19.15 | 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 2026-10-04T15:54:28.425Z. | |
px.change | Change on the day | +0.26% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $5.64B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T20:00:02.000Z. Captured from FMP at 2026-10-04T15:54:26.839Z. 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 | +$0.05 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $641M | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.pe | Price / earnings (trailing) | 11.45 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 49.3K | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 1.45 | 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 | 1,700 | 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 $2.32B, net result $716.70M | 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 | $640.70M | 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.2026-06-30.sga_k | SG&A — period end 2026-06-30 | $107.30M | 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.operating_result_k | FMP standardized operating result — period end 2026-06-30 | $217.40M | 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.2026-03-31.revenue_k | Revenue — period end 2026-03-31 | $832.00M | 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.2026-03-31.sga_k | SG&A — period end 2026-03-31 | $394.50M | 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.2026-03-31.operating_result_k | FMP standardized operating result — period end 2026-03-31 | $78.40M | 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 | $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.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 | $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.2025-09-30.operating_result_k | FMP standardized operating result — period end 2025-09-30 | $174.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-07-30.revenue_actual | Revenue · reported — report date 2026-07-30 | $640.70M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-30.revenue_estimated | Revenue · estimate — report date 2026-07-30 | $590.94M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-30.eps_actual | EPS · reported — report date 2026-07-30 | $8.2900 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-30.eps_estimated | EPS · estimate — report date 2026-07-30 | $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 | $8.0800 | 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 | $8.8600 | 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 | $544.64M | 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 | $5.8900 | 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 | $299.30M | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-03-31. 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 | 3.23× | 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.2026-03-31.operating_cash_flow_m | Operating cash flow — period end 2026-03-31 | $299.30M | 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.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.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.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 | $299.30M | 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 |
fin.opcf.depth.2025-06-30.operating_cash_flow_m | Operating cash flow — period end 2025-06-30 | $230.80M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-06-30.capex_m | Capital expenditure (reported) — period end 2025-06-30 | −$1.40M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
own.institutions.depth.ownership_pct | Institutional ownership | 0.0% | 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 | 0.0% | 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 | 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.holders_previous_quarter | Previous quarter · holders | 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. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | First Command Advisory Services, INC. — shares in provider snapshot | 471 | 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 | Pnc Financial Services Group, INC. — shares in provider snapshot | 176 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 3 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 2026-10-04 | |
fin.scores | Distress and quality screens | Altman Z 2.63 · Piotroski F 7 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-04 | |
px.range52 | 52-week range | $18.87 – $22.51 | UNRECORDED | Stored company-profile observation — Captured 2026-10-04 |
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 | 13.72× | — | 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: 2026-10-02. 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) | $1.47 | 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 2026-10-04, 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 | 7.67% | 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.2026-07-30.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.2026-07-30.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 | 73 of 100 · Strong · pillars 98 / 21 / 43 / 79 / 26 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 72 (stored snapshot Oct 3, 2026) → 73 (current publication computed Oct 4, 2026) (+1) | OURS | Stock Expert AI current score publication and immutable score snapshots |
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 2026-07-30. 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.2026-07-30.revenue_actual,earn.history.depth.2026-07-30.revenue_estimated,earn.history.depth.2026-07-30.revenue_actual.comparison,earn.history.depth.2026-07-30.eps_actual.comparison,earn.history.depth.2026-07-30.eps_actual,earn.history.depth.2026-07-30.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 2026-03-31. 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.2026-03-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2026-03-31.capex_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,fin.opcf.depth.2025-06-30.operating_cash_flow_m,fin.opcf.depth.2025-06-30.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 |
|---|---|---|---|---|
| Business description | Affiliated Managers Group, Inc. is a strategic partner and long-term investor in independent investment firms globally. It focuses on generating long-term value by investing in a diverse array of high-quality independent partner-owned firms, through a proven partnership approach. The company was founded by William J. Nutt in December 1993 and is headquartered in West Palm Beach, FL. | 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 |
| 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 |
| 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 · 7 entries
| 2026-03-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| 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 |
| Analyst revenue and earnings estimates (average) | Captured record · 4 entries
| 2026-09-13 | FMP | Financial Modeling Prep (FMP) analyst estimates |
| Next earnings report | Date: 2026-11-09; EPS estimate: $8.22 per share; Revenue estimate: $619.81M The date is our provider's estimate until the company confirms it. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-07-30 | FMP | Financial Modeling Prep (FMP) earnings |
| Institutional ownership (13F) | Holders: 2; Quarter: 2026-06-30; Ownership: 0%; Holders previous quarter: 2; Ownership previous quarter: 0 13F filings are quarterly and lag the quarter end by up to 45 days. | 2026-06-30 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings |
| Dividend yield, last 12 months | 7.41% 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.