Stock Evaluator: Affiliated Managers Group, Inc. (AMG)

Affiliated Managers Group, Inc. AMG

$370.48 -0.11 -0.03%
August 27, 2026 4:00:03 PM EST November 10, 2021 Volume: 284,596
After Hours: $120.37   0.15  |  0.12% November 10, 2021 7:59 PM EST Volume: 72,713
USD NYSE | DELAYED PRICE
SECTOR INDUSTRY
Financials Capital Markets

A+ Stock Grade Summary:

VALUE:
GROWTH:
MOMENTUM:
EPS REVISIONS:
QUALITY:
COMPANY SUMMARY
Affiliated Managers Group, Inc., through its affiliates, operates as an investment management company providing investment management services to mutual funds, institutional clients,retails and high net worth individuals in the United States. It provides advisory or sub-advisory services to mutual funds. These funds are distributed to retail, high net worth and institutional clients directly and through intermediaries, including independent investment advisors, retirement plan sponsors, broker-dealers, major fund marketplaces, and bank trust departments. The company also offers investment products in various investment styles in the institutional distribution channel, including small, small/mid, mid, and large capitalization value and growth equity, and emerging markets. In addition, it offers quantitative, alternative, and fixed income products, and manages assets for foundations and endowments, defined benefit, and defined contribution plans for corporations and municipalities. Affiliated Managers Group provides investment management or customized investment counseling and fiduciary services. Affiliated Managers Group, Inc. was formed in 1993 and is based in West Palm Beach, Florida 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.

Commentary & Analysis


Financial Summary

Share Statistics AMG Industry
Median
Percentile
(All Stocks)
Market Cap (Mil) $9,580.6 $3,405.6 77%
Shares Out (Mil) 26.9 82.0 35%
Institutional Ownership 96.6% 77.3% 70%
Float (Mil) 24.8 74.0 32%
Beta 1.11 0.96 66%
Avg Daily Volume (000s) 270 467 50%
Price Change
(52-week)
63.7% 76.6% 85%
Growth AMG Industry
Median
Percentile
(All Stocks)
Sales (5yr) 0.5% 8.4% 18%
Net Income (5yr) 28.8% 8.7% 84%
EPS (5yr) 39.3% 9.0% 88
Dividends (5yr) (35.2%) 1.3% 54%
Cash Flow (5yr) (26.2%) 0.5% 24%
Estimates Qtrly Current
Fiscal
Year
Next
Fiscal
Year
# of Estimates 6 7 na
Current EPS $8.620 $36.985 na
Month Ago EPS $8.320 $36.158 na
# Rev Up 1 1 na
# Rev Down 0 0 na
Three Months Ago EPS $7.868 $34.962 na
Year/Year Chg 23.9% 62.7% na
Financials AMG Industry
Median
Percentile
(All Stocks)
Sales (TTM) (Mil) $2,270 $970 62%
Net Income (TTM) (Mil) $856 $103 85%
EPS (TTM) $31.309 $1.000 99%
Operating Cash Flow (TTM) (Mil) $1,072 $94 81%
Net Cash Flow (TTM) (Mil) $52 $21 70%
Long-Term Debt (Q1) (Mil) $3,185 $203 80%
Enterprise Value (Q1) (Mil) $13,234 $1,572 78%
Valuation AMG Industry
Median
Percentile
(All Stocks)
P/B 3.17 2.76 66%
P/E 12.8 19.6 29%
Dividend Yield 0.0% 0.9% 0%
PEG (5yr hist) 0.3 1.4 15%
Ratios AMG Industry
Median
Percentile
(All Stocks)
Gross Margin 50.3% 74.4% 62%
Net Margin 37.7% 16.1% 93%
ROA 9.4% 1.8% 86%
ROE 27.3% 13.0% 86%
Liabilities to Assets 55.3% 59.8% 48%
F-Score 7 5 82%

Passing Stock Screens

As of 8/27/2026, from a list of 60 stock screening strategies, AMG meetings the criteria of 3 screen:

Price and market data provided by QuoteMedia and delayed a minimum of 15 minutes unless otherwise indicated. Fundamental data provided by AAII's Stock Investor Pro and S&P Global Market Intelligence and are updated through the previous trading day.

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