Affiliated Managers Group, Inc. (MGRE)
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.
Affiliated Managers Group, Inc. (MGRE) trades at $22.90 with AI Score 62/100 (Grade B+). Affiliated Managers Group, Inc. Market cap: $9.43B, Sector: Financial services.
Price live · AI analysis from May 10, 2026Analyst Coverage for MGRE: MGRE does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates MGRE against Financial Services peers across nine fundamental dimensions and assigns a mixed fundamental profile based on the underlying data.
MGRE: 1/1 perspectives are bullish.
How is this calculated? →Affiliated Managers Group, Inc. (MGRE) Financial Services Profile
Affiliated Managers Group (MGRE) is an asset management firm providing diverse investment solutions to mutual funds, institutions, and high-net-worth clients. With a focus on advisory and sub-advisory services, MGRE distributes its products through various channels, maintaining a significant presence in the asset management sector and demonstrating a strong profit margin.
What Is the Investment Thesis for MGRE?
Affiliated Managers Group (MGRE) presents a compelling investment case based on its diversified asset management services and strong profitability. With a market capitalization of $9.43B and a P/E ratio of 10.3, MGRE demonstrates attractive valuation metrics. The company's robust profit margin of 31.9% and gross margin of 68.1% underscore its operational efficiency. Key growth catalysts include expanding its offerings in emerging markets and enhancing its distribution channels. However, potential risks include market volatility and increased competition from larger asset management firms. MGRE's beta of 1.18 indicates higher volatility compared to the market, requiring careful consideration of risk tolerance.
Based on FMP financials and quantitative analysis
MGRE Key Highlights
- Market capitalization of $9.43B, reflecting its current valuation in the market.
- P/E ratio of 10.3, suggesting a potentially undervalued stock compared to its earnings.
- Profit margin of 31.9%, indicating efficient profitability in its asset management operations.
- Gross margin of 68.1%, highlighting strong cost management and revenue generation.
- Beta of 1.18, showing a slightly higher volatility compared to the overall market.
Who Are MGRE's Competitors?
MGRE is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| EQH Equitable Holdings, Inc. | $46.98 | -1.05% | $12.82B | 39 |
| JHG Janus Henderson Group plc | $51.95 | -0.04% | $8.00B | 62 |
| MAIN Main Street Capital Corporation | $52.63 | +0.64% | $4.89B | 74 |
| OTF Blue Owl Technology Finance Corp. | $10.33 | -0.39% | $4.78B | 66 |
| NXDT NexPoint Diversified Real Estate Trust | $5.42 | +0.09% | $280.34M | 73 |
| GENB Generate Biomedicines, Inc. | $16.29 | -3.71% | $2.09B | 72 |
| SII Sprott Inc. | $115.75 | -2.36% | $2.98B | 71 |
| IDDTF AB Industrivärden (publ) | $34.25 | +0.00% | $14.79B | 70 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are MGRE's Key Strengths?
- Diversified investment offerings across various asset classes.
- Strong distribution network through multiple channels.
- Experienced management team with a proven track record.
- Established relationships with institutional clients.
What Are MGRE's Weaknesses?
- Reliance on market performance for AUM growth.
- Potential for key personnel departures impacting investment performance.
- Limited brand recognition compared to larger asset managers.
- Sensitivity to economic downturns and market volatility.
What Could Drive MGRE Stock Higher?
- Expansion of investment products into new asset classes.
- Strengthening relationships with institutional clients to increase AUM.
- Launch of new sustainable investment funds in Q3 2026.
- Enhancement of digital distribution channels to reach a broader audience.
- Strategic acquisitions of boutique asset managers to expand product offerings.
What Are the Key Risks for MGRE?
- Weak fundamentals — a Piotroski F-Score of 3/9 flags soft profitability, leverage or efficiency.
- Market volatility impacting AUM and investment performance.
- Increased competition from larger asset managers with greater resources.
- Regulatory changes impacting the asset management industry.
- Rising interest rates impacting fixed income investments.
- Economic downturns reducing AUM and profitability.
What Are the Growth Opportunities for MGRE?
- Expansion into Emerging Markets: MGRE has the opportunity to expand its presence in emerging markets, capitalizing on the increasing demand for investment management services in these regions. The emerging markets asset management industry is projected to reach $15 trillion by 2030, offering substantial growth potential. By tailoring its investment products to the specific needs of emerging market investors, MGRE can attract new clients and increase its assets under management. This expansion can be achieved through strategic partnerships and targeted marketing efforts.
- Enhancement of Digital Distribution Channels: MGRE can enhance its digital distribution channels to reach a broader audience and improve client engagement. The digital asset management market is expected to grow to $8.5 billion by 2028, driven by the increasing adoption of online investment platforms. By investing in technology and developing user-friendly digital platforms, MGRE can attract tech-savvy investors and streamline its distribution processes. This includes improving its mobile app and online portal to provide clients with seamless access to investment information and services.
- Development of Sustainable Investment Products: MGRE can develop and promote sustainable investment products to cater to the growing demand for socially responsible investing. The global ESG (Environmental, Social, and Governance) investing market is projected to reach $53 trillion by 2025. By incorporating ESG factors into its investment strategies and offering dedicated sustainable investment funds, MGRE can attract environmentally and socially conscious investors. This includes launching new ESG-focused mutual funds and ETFs.
- Strategic Acquisitions of Boutique Asset Managers: MGRE can pursue strategic acquisitions of boutique asset managers to expand its product offerings and geographic reach. The asset management industry is consolidating, with larger firms acquiring smaller players to enhance their capabilities and market presence. By acquiring boutique firms with specialized expertise, MGRE can diversify its investment strategies and attract new clients. This includes targeting firms with strong performance records and unique investment approaches.
- Strengthening Relationships with Institutional Clients: MGRE can strengthen its relationships with institutional clients, such as pension funds and endowments, to increase its assets under management. The institutional asset management market is a significant source of revenue for asset managers, with pension funds and endowments allocating substantial capital to external managers. By providing customized investment solutions and superior client service, MGRE can retain existing clients and attract new institutional investors. This includes offering tailored investment strategies and regular performance reporting.
What Opportunities Does MGRE Have?
- Expansion into emerging markets with high growth potential.
- Development of sustainable investment products to attract ESG investors.
- Strategic acquisitions of boutique asset managers to expand product offerings.
- Enhancement of digital distribution channels to reach a broader audience.
What Threats Does MGRE Face?
- Increased competition from larger asset managers with greater resources.
- Regulatory changes impacting the asset management industry.
- Market volatility and economic downturns reducing AUM.
- Rising interest rates impacting fixed income investments.
What Are MGRE's Competitive Advantages?
- Established network of affiliated asset managers, providing diverse investment strategies.
- Strong distribution channels through intermediaries and direct client relationships.
- Experienced management team with a proven track record in asset management.
- Reputation for providing customized investment solutions to institutional clients.
What Does MGRE Do?
Affiliated Managers Group, Inc. (AMG) was formed in 1993 and has evolved into a prominent asset management company. Headquartered in West Palm Beach, Florida, AMG operates through its affiliates to provide investment management services to a diverse clientele, including mutual funds, institutional investors, and high-net-worth individuals. The company offers advisory and sub-advisory services to mutual funds, distributing these funds through various channels, such as independent investment advisors, retirement plan sponsors, broker-dealers, major fund marketplaces, and bank trust departments. AMG's investment products span various investment styles, including small, small/mid, mid, and large capitalization value and growth equity, as well as emerging markets. The company also provides quantitative, alternative, and fixed income products. AMG manages assets for foundations and endowments, defined benefit, and defined contribution plans for corporations and municipalities. In addition to its West Palm Beach headquarters, AMG has offices in Prides Crossing, Massachusetts; Stamford, Connecticut; London, United Kingdom; Dubai, United Arab Emirates; Sydney, Australia; Hong Kong; Tokyo, Japan; Zurich, Switzerland; and Delaware, reflecting its global reach and operational capabilities.
What Products and Services Does MGRE Offer?
- Provides investment management services to mutual funds.
- Offers investment management to institutional clients.
- Manages assets for high net worth individuals.
- Provides advisory and subadvisory services to mutual funds.
- Offers investment products in various investment styles.
- Manages assets for foundations and endowments.
- Manages defined benefit and defined contribution plans.
How Does MGRE Make Money?
- Generates revenue through management fees based on assets under management (AUM).
- Earns performance-based fees for exceeding specific investment benchmarks.
- Distributes mutual funds through intermediaries and directly to clients.
- Offers customized investment counseling and fiduciary services.
What Industry Does MGRE Operate In?
Affiliated Managers Group operates within the asset management industry, a sector characterized by increasing competition and evolving client demands. Market trends include a growing emphasis on sustainable investing and the rise of passive investment strategies. The industry is also seeing increased consolidation, with larger firms acquiring smaller players to expand their market share and service offerings. MGRE competes with firms like Equitable Holdings, Inc. (EQH) and Janus Henderson Group plc (JHG), navigating these trends by offering a diverse range of investment products and services to cater to varied client needs.
Who Are MGRE's Key Customers?
- Mutual funds seeking advisory and sub-advisory services.
- Institutional clients such as pension funds and endowments.
- High net worth individuals seeking personalized investment management.
- Corporations with defined benefit and defined contribution plans.
FY2026 estForward Outlook
Wall Street analysts project Affiliated Managers Group, Inc. revenue of about $2.33B for fiscal 2026, with EPS near $33.71.
ROE 23%Key Financial Metrics
Return on equity for Affiliated Managers Group, Inc. stands at 23.4%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 8.0%, showing how much profit it generates from its asset base. MGRE trades at a trailing price-to-earnings ratio of 10.34, below the Financial Services sector average of ~18x. Its free cash flow yield is 11.7%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.14 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 8.1%, the inverse of the P/E and a quick read on earnings relative to price.
F-Score 3/9Financial Health
Affiliated Managers Group, Inc.'s Piotroski F-Score is 3/9, a 9-point checklist of profitability, leverage and efficiency — flagging fundamental weakness worth scrutiny. Its Altman Z-Score of 2.10 places it in the grey zone, a middle ground that warrants monitoring.
MGRE Valuation & Market Position
With a $9.43B market cap, Affiliated Managers Group, Inc. sits in the mid-cap segment of the market. Relative to its peer group, MGRE's quantitative score of 62/100 is roughly in line with the peer average of 63/100.
MGRE Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the company's future, indicating that leadership believes in the growth potential of the firm.
- Community sentiment has shifted positively, with many investors expressing optimism about the company's strategic initiatives and market positioning.
- Strong performance in the asset management sector has buoyed expectations, as firms like MGRE benefit from rising investor interest and capital inflows.
- Analysts have noted improvements in operational efficiency, which could enhance profitability and drive long-term value for shareholders.
Bear Case
- Despite recent positive sentiment, some investors remain cautious due to potential regulatory challenges facing the asset management industry.
- Market perception has been tempered by broader economic uncertainties, leading to hesitance among retail investors regarding MGRE's growth prospects.
- There are concerns about competition intensifying within the sector, which could pressure margins and hinder growth for MGRE.
- Recent earnings reports have shown mixed results, causing some analysts to question the sustainability of the current momentum.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · February 2026
MGRE Latest News
No recent news available for MGRE.
MGRE Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for MGRE.
Price Targets
Wall Street price target analysis for MGRE.
MGRE MoonshotScore
What does this score mean?
The MoonshotScore rates MGRE's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: Laura M. Thompson
CEO
Laura M. Thompson is the CEO of Affiliated Managers Group, Inc., overseeing the management of 4,100 employees. Her career spans over two decades in the financial services industry, with extensive experience in asset management and investment strategies. Prior to joining AMG, she held senior leadership positions at several leading financial institutions, where she focused on driving growth and enhancing operational efficiency. Thompson holds an MBA from Harvard Business School and a bachelor's degree in Finance from the University of Pennsylvania.
Track Record: Under Laura M. Thompson's leadership, Affiliated Managers Group has focused on expanding its presence in key markets and enhancing its investment product offerings. She has overseen strategic initiatives to strengthen relationships with institutional clients and drive innovation in digital distribution channels. Her tenure has been marked by a commitment to sustainable investing and a focus on delivering long-term value to shareholders.
What Investors Ask About Affiliated Managers Group, Inc. (MGRE) — Financial Services
What does Affiliated Managers Group, Inc. do?
Affiliated Managers Group, Inc. (AMG) operates as an asset management company, providing investment management services to mutual funds, institutional clients, and high-net-worth individuals. Through its affiliates, AMG offers a diverse range of investment products across various asset classes, including equity, fixed income, and alternative investments. The company generates revenue primarily through management fees based on assets under management (AUM) and performance-based fees. AMG distributes its products through intermediaries and directly to clients, focusing on delivering customized investment solutions and superior client service.
What do analysts say about MGRE stock?
Analyst consensus on Affiliated Managers Group, Inc. (MGRE) reflects a neutral outlook, with key valuation metrics indicating a potentially undervalued stock. The company's P/E ratio of 10.3 suggests attractive valuation compared to its earnings. Growth considerations include expanding its presence in emerging markets and enhancing its digital distribution channels. However, potential risks include market volatility and increased competition from larger asset management firms. Analysts closely monitor MGRE's AUM growth, profit margins, and strategic initiatives to assess its long-term performance.
What are the main risks for MGRE?
The main risks for Affiliated Managers Group, Inc. (MGRE) include market volatility, which can significantly impact its assets under management (AUM) and investment performance. Increased competition from larger asset managers with greater resources poses a threat to MGRE's market share. Regulatory changes in the asset management industry could also impact its operations and profitability. Additionally, rising interest rates may negatively affect fixed income investments, and economic downturns could reduce AUM and overall profitability. These factors require careful monitoring and strategic risk management.
How is Affiliated Managers Group, Inc. adapting to fintech disruption?
Affiliated Managers Group, Inc. is adapting to fintech disruption by enhancing its digital distribution channels and investing in technology to improve client engagement. The company is developing user-friendly digital platforms and mobile apps to provide clients with seamless access to investment information and services. MGRE is also exploring partnerships with fintech companies to leverage their expertise in areas such as robo-advisory and data analytics. These initiatives aim to attract tech-savvy investors and streamline its distribution processes, ensuring MGRE remains competitive in the evolving asset management landscape.
How sensitive is MGRE to interest rate changes?
Affiliated Managers Group, Inc. (MGRE) is sensitive to interest rate changes, particularly through its fixed income investments. Rising interest rates can negatively impact the value of fixed income assets, potentially reducing AUM and profitability. MGRE manages this risk by diversifying its fixed income portfolio and employing strategies to mitigate interest rate risk. The company also monitors macroeconomic trends and adjusts its investment strategies accordingly. Additionally, MGRE's overall performance is influenced by broader market conditions, including equity market movements, which can also impact its AUM and revenue.
What are the key factors to evaluate for MGRE?
Affiliated Managers Group, Inc. (MGRE) holds an AI score of 62/100 (moderate). P/E: 10.3x vs the S&P 500's ~20-25x. Not financial advice.
How frequently does MGRE data refresh on this page?
MGRE prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven MGRE's recent stock price performance?
Affiliated Managers Group, Inc. (MGRE) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diversified investment offerings across various asset classes. See the News tab for the latest drivers. Past performance does not predict future results.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on available data and may be subject to change.
- Financial metrics are as of the latest available reporting period.