Affiliated Managers Group, Inc. (MGRE) Stock Price & Analysis
Affiliated Managers Group, Inc. (MGRE) — MoonshotScore 71/100 (Strong band), calculated Oct 6, 2026. Price $21.38 (-1.20%), as of the Oct 5, 2026 trading session; market cap $9.02B. Expected results Nov 9, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 21.95× (market value Oct 5, 2026; cash Jun 30, 2026) · expected results Nov 9, 2026
Affiliated Managers Group, Inc. · MGRE · NYSE · Financial Services · Asset Management
Research dated 2026-09-13: MGRE represents Affiliated Managers Group, an asset-management company built around a network of specialist subsidiaries serving institutions, wealthy individuals, funds, and financial intermediaries. Its revenue reflects investment management, advisory, and sub-advisory activity rather than the value of client portfolios. The key test is whether renewed revenue and profit momentum can persist while cash remains well below earlier levels and debt stays material.
Price as of Oct 5, 2026
Key Statistics
MoonshotScore v2 · Affiliated Managers Group (MGRE)
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 elite growth, but a fragile balance sheet, and the price trend has turned against it. Business Quality: Elite; Financial Safety: Fragile; Valuation: Full; Growth Durability: Compounding; Momentum: Slipping.
- quarterly revenue $655M (Q2 FY2026, quarter ended Jun 2026)
- EPS beat 7 of 8
- Altman Z 3.13 · Piotroski F 3
Holding back: balance-sheet strain, weak price trend
Helping: business quality, durable growth
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 70 | Strong | |
| 72 | Strong | |
| 72 | Strong | |
| 70 | Strong | |
| 70 | Strong | |
| 72 | Strong |
The score moved from 72 in the stored Oct 5, 2026 snapshot to 71 in the current publication computed Oct 6, 2026 (-1); the largest pillar moves were Momentum -2 and Valuation -1. 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 | $21.38 | |
| Change on the day | -1.20% | |
| 52-week range | $21.25–$25.07 | |
| Market capitalisation | $9.02B | |
| Price / earnings (trailing) | 12.21 | |
| Shares traded on the day | 37.4K | |
| Beta (volatility vs the S&P 500) | 1.18 | |
| Dividends per share (last 12 months) | $1.69 | |
| Dividend yield (last 12 months) | 7.87% |
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 (MGRE): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
5-Factor Breakdown
Legends Council
6 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 4, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 10, 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 10, 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 6, 2026, except a card that shows its own read date.
Watch the MGRE film — every key number, told as a short cinematic story
~2 min · open the film
What is Affiliated Managers Group (MGRE), and what does it report?
Short answer · as of
Affiliated Managers Group does not sell a uniform house fund.
Research dated 2026-09-13.
Affiliated Managers Group does not sell a uniform house fund. Its subsidiaries offer equity, quantitative, alternative, and fixed-income strategies across institutional, wealth, fund, and intermediary channels.
Reported revenue captures income from management, advisory, and sub-advisory services across that network. Net result measures the consolidated profitability of those activities; neither measure directly represents assets managed or client investment returns.
What do the latest results show for Affiliated Managers Group (MGRE)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $655M.
Research dated 2026-09-13.
The latest reporting period produced a sharp sequential rebound: revenue, gross profit, operating result, net result, and diluted earnings all rose. Gross profit expanded faster than revenue, so improved profit conversion amplified the operating recovery.
Operating cash flow eased from the preceding period but remained above several recent readings. The earnings record also shows that the latest revenue and earnings cleared estimates, extending a pattern in which earnings generally met or exceeded expectations even when revenue fell short.
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 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 | $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 (MGRE)?
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 stayed positive throughout the displayed history while capital spending remained minimal. Cash generation therefore depends far less on physical reinvestment than it would at an asset-heavy company.
Cash plus investments exceeds debt, but most of that total consists of long-term investments with an unspecified classification. Those holdings should not be treated as equivalent to cash available for near-term obligations. Cash and short-term investments recovered in the latest period yet remain far below earlier levels, while debt remains substantial relative to equity.
Pressure across affiliate strategies or intermediary distribution could weaken revenue and operating income while leverage and long-duration investment exposure remain in place.
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 (MGRE)?
Short answer · as of
The next earnings report is expected on Nov 9, 2026.
Research dated 2026-09-13.
Useful operating signals include whether revenue holds above recent low points, elevated gross-profit conversion persists, and operating cash flow remains positive while cash rebuilds. Longer-range revenue estimates deserve caution because coverage is exceptionally thin and the published range has no spread.
The balance among cash, long-term investments, and debt also matters. Recent insider activity was net negative, but the record is dominated by awards, exempt exercises, and in-kind entries rather than straightforward open-market trades.
The scheduled dividend continues the unchanged recent per-share pattern. A departure from that pattern would carry more information than another unchanged payment.
How does Affiliated Managers Group compare with its peers?
Short answer
Affiliated Managers Group's score ranks 7th 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.
Compared with a centralized asset manager built around a house investment process, Affiliated Managers Group functions as an ownership and distribution platform for specialist affiliates. Its offerings span distinct investment styles and reach clients directly as well as through advisers, retirement-plan sponsors, broker-dealers, fund platforms, and bank trust departments.
That breadth diversifies product exposure, but shared reliance on investor allocations and intermediary channels can pressure affiliates together. Financially, minimal capital spending supports cash conversion, while sizable long-term investments and debt make capital-structure analysis more informative than the cash balance by itself.
| Company | Price | Market value | Score |
|---|---|---|---|
| $115.28 Oct 5, 2026 | $7.22B | 98 5-pillar Oct 6, 2026 | |
| $56.50 Oct 5, 2026 | $4.29B | 94 5-pillar Oct 6, 2026 | |
| $18.82 Oct 5, 2026 | $13.6B | 86 5-pillar Oct 6, 2026 | |
| $87.33 Oct 5, 2026 | $4.85B | 85 5-pillar Oct 6, 2026 | |
| $9.44 Oct 5, 2026 | $4.37B | 79 5-pillar Oct 6, 2026 | |
| $54.99 Oct 5, 2026 | $5.10B | 74 5-pillar Oct 6, 2026 | |
| Affiliated Managers Group (MGRE) — this page | $21.38 | $9.02B | 71 |
| $34.84 Oct 5, 2026 | $15.5B | 70 5-pillar Oct 6, 2026 | |
| $13.76 Oct 5, 2026 | $4.45B | 67 5-pillar Oct 6, 2026 | |
| $44.50 Oct 5, 2026 | $17.0B | 66 5-pillar Oct 6, 2026 | |
| $54.00 Oct 5, 2026 | $14.4B | 56 5-pillar Oct 6, 2026 | |
| $13.02 Oct 5, 2026 | $5.67B | 56 5-pillar Oct 6, 2026 | |
| $23.59 Oct 5, 2026 | $18.9B | 56 5-pillar Oct 6, 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
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.
What Investors Ask About Affiliated Managers Group (MGRE) — Financial Services
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 does Affiliated Managers Group’s affiliate network shape reported revenue?
Revenue combines investment management, advisory, and sub-advisory activity delivered through specialist subsidiaries to institutions, wealthy clients, funds, and intermediaries. It is service income from the affiliate network, not the value of portfolios managed for clients.
Why can’t Affiliated Managers Group’s long-term investments be treated like cash?
Most cash-and-investment resources sit in long-term investments whose classification is unspecified. Near-term liquidity is therefore better represented by cash and short-term investments, which remain below earlier displayed levels.
Did Affiliated Managers Group’s latest earnings outperform expectations?
The latest reported revenue and earnings exceeded estimates. That result followed a broader pattern of resilient earnings performance despite less consistent revenue outcomes.
What makes Affiliated Managers Group’s dividend pattern notable?
Recent distributions used an unchanged per-share amount, and the scheduled payment continues that pattern. Consistency is the observable feature; any later change would warrant attention alongside cash generation and liquidity.
What is the MGRE stock price today?
The last price recorded on this page for Affiliated Managers Group, Inc. (MGRE) is $21.38, as of the Oct 5, 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 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 (67 figures)
The 67 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, Florida as the headquarters; this page uses the address in this row. |
FMP — 57 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 | $21.38 | 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 2026-10-06T07:44:24.491Z. | |
px.change | Change on the day | -1.20% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $9.02B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-05. FMP quote timestamp: 2026-10-05T20:00:02.000Z. Captured from FMP at 2026-10-06T07:44:23.063Z. 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 | −$0.26 | 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 | $21.25–$25.07 | FMP | Financial Modeling Prep (FMP) quote | |
px.pe | Price / earnings (trailing) | 12.21 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 37.4K | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 1.18 | 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 | 4,100 | 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.2026-07-30.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 | $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 | 3.25× | 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 |
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. |
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 2026-09-21 · Expired observation | |
fin.scores | Distress and quality screens | Altman Z 3.13 · Piotroski F 3 | UNRECORDED | Stored financial-scores observation — Captured 2026-08-08 · Expired observation |
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 | 21.95× | — | 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: 2026-10-05. 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) | $1.69 | 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 2026-10-05, 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 | 7.87% | 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 | 71 of 100 · Strong · pillars 98 / 8 / 42 / 96 / 21 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 72 (stored snapshot Oct 5, 2026) → 71 (current publication computed Oct 6, 2026) (-1) | 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 2026-07-30. 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 2026-06-30. 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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- sedat@stockexpertai.com
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 |
| Ticker / exchange | MGRE on NYSE | 2026-09-13 | OFFICIAL | SEC EDGAR filer record |
| Business description | Affiliated Managers Group, Inc. (AMG) operates as a prominent asset management firm, delivering comprehensive investment solutions through its diverse network of subsidiary companies. Primarily serving the United States, AMG provides investment management expertise to a broad spectrum of clients, including individual investors with substantial wealth, institutional entities, and various mutual funds. The company extends its services by offering specialized advisory and sub-advisory expertise for mutual funds. These investment vehicles reach both individual retail investors and institutional clients, either through direct engagement or via an extensive network of financial intermediaries. This network comprises independent investment advisors, sponsors of retirement plans, broker-dealers, significant fund platforms, and bank trust departments. For its institutional distribution channel, AMG presents a wide array of investment strategies. These encompass various equity styles categorized by market capitalization (small, small/mid, mid, and large), incorporating both value and growth philosophies, alongside dedicated emerging markets portfolios. Furthermore, its product suite extends to quantitative, alternative, and fixed-income solutions. AMG also takes on the responsibility of managing assets for philanthropic foundations, educational endowments, and both corporate and municipal defined benefit and defined contribution pension plans. Overall, Affiliated Managers Group delivers overarching investment management, personalized investment counseling, and crucial fiduciary oversight. Founded in 1993, the firm's headquarters are located in West Palm Beach, Florida. Beyond its primary base, AMG maintains a significant global footprint with additional offices 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 |
| 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 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 |
| 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 |
| 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 |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-07-30 | FMP | Financial Modeling Prep (FMP) earnings |
| Most recent periodic reports | 2026-08-07 | OFFICIAL | SEC EDGAR filer submissions | |
| 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 |
| 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 |
| 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 |
| Analyst revenue and earnings estimates (average) | Captured record · 4 entries
At most 1 analyst contributed — treat this as thin coverage, not a consensus. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) analyst estimates |
| Insider transactions, last 180 days | Net shares: -58,595; Window days: 180; Price low: $74.49; Clustered days: 2026-07-30; 2026-08-15; Price high: $354.62; Buy transactions: 1; Distinct insiders: 8; Sell transactions: 3; Other transactions: 22; Total transactions: 26; Other transaction types: A-Award: 8, F-InKind: 2, M-Exempt: 12; Unknown direction transactions: 0 Purchase and sale counts require explicit provider transaction types, without a conflicting acquisition/disposition direction. Other transactions retain their provider type; awards, exercises, gifts and in-kind transactions are not counted as purchases or sales. Net shares sums acquired minus disposed shares across direction-known records, including other transaction types; unknown directions are excluded. It is not net purchases or a verified change in beneficial ownership. Named-insider counts, same-day clusters and positive reported prices cover all retained records. Filing dates are used only when transaction dates are absent. Neither timing nor price establishes motive or whether a transaction was on the open market. | 2026-08-15 | FMP | Financial Modeling Prep (FMP) insider transactions, from Form 4 filings |
| Next scheduled dividend | Ex date: 2026-09-29; Record date: 2026-09-29; Payment date: 2026-09-30; Amount per share: $0.42 Amount is per share as declared, before any withholding. Owning the share before the ex-date is what carries entitlement. | 2026-09-29 | FMP | Financial Modeling Prep (FMP) dividend calendar |
| 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. | 2026-06-29 | FMP | Financial Modeling Prep (FMP) dividend history |
| Dividends per share, last 12 months (split-adjusted) | $1.69 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. | 2026-06-29 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history |
Data provided for informational purposes only.