Affiliated Managers Group (AMG)
Financials · asset management · NYSE
AMG is a global asset manager that partners with independent boutique investment firms to provide specialized investment strategies to institutional and private clients.
What Affiliated Managers Group does
Affiliated Managers Group is a global asset management company that operates through a partnership model. It provides investment management services by acquiring equity interests in a diverse group of boutique investment firms ("Affiliates") which maintain operational autonomy.
Themes: asset management, boutique investment partnerships, institutional investment management, private wealth management
Fundamentals
- Price$386.99 as of 2026-10-08 close
- Market cap$10.0B as of 2026-08-05 (share count; price 2026-10-08)
- 1-year return+59.8% 2025-10-08 close $242.13 → 2026-10-08 close $386.99
- P/E16.34 as of 2026-10-08
- Net margin+34.5% FY2025, SEC XBRL
- ROE+17.2% FY2025, SEC XBRL
- Debt / equity0.94 as of 2026-09-03
- Revenue growth (YoY)+4.2% as of 2026-09-03
- Revenue CAGR (3y)-3.8% SEC XBRL
- Beta1.09 as of 2026-09-03
- Last reported earnings2026-07-30 SEC EDGAR Form 8-K (Item 2.02)
Dividend: yield +0.0%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
How AMG compares in its sector
- price-to-earnings ratiomiddle range 513 covered Financials peers, as of 2026-10-08
- net profit margintop 25% 344 covered Financials peers, as of 2026-09-03
- return on equitytop 25% 559 covered Financials peers, as of 2026-09-03
- 3-year revenue CAGRbottom 10% 347 covered Financials peers
- indicated dividend yieldbottom 10% 468 covered Financials peers, as of 2026-09-03
- free cash flow (absolute dollars, latest fiscal year)top 25% 430 covered Financials peers, as of FY2025
Position among covered Financials companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
Top 10 scores & list membership
AMG is not currently in any published Top 10 list. Its scores are below.
Top 10 score
59.3 #256 of 1,379 scored · #96 of 220 in Financials
Trend 87th (it is 1.6% below its highest point of the past year) and capital return 80th (net share count bought back over the year 8.6, consecutive years of dividend increases 5 years); weakest is growth (20th, 3-year revenue CAGR -3.8%, revenue growth year over year 4.2%).
Scores as of 8 Oct 2026. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100. A list is a published formula and its output, not a recommendation. Method version 4.
Dividend coverage (FY2025)
Covered by reported results. In FY2025, AMG's dividend was covered by reported results (earnings payout 0%, free-cash-flow payout 0%). This describes past coverage, not a forecast.
- Earnings payout0% dividends / net income
- Free-cash-flow payout0% dividends / (operating cash flow − capex)
Coverage derived from reported SEC EDGAR XBRL figures for FY2025 (dividends paid vs. net income and free cash flow, same fiscal year). This describes PAST coverage for one fiscal year — it does not predict whether a dividend will be maintained, raised, or cut, and a one-year payout ratio can be distorted by non-recurring items. Informational only — not financial advice.
How Affiliated Managers Group looks technically
Affiliated Managers Group (AMG) is trading 19.1% above its 200-day average, the long-term trend line — a longer-term uptrend. Its 50-day average crossed above its 200-day average about 319 trading days ago — a "golden cross", a bullish long-term signal. There is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 13, below the 25 that marks a real trend), though buyers have been pushing harder than sellers lately — pressure, not a trend. Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 65, neither overbought (above 70) nor oversold (below 30). It just made a new 20-day high, pushing above its recent trading range. It is 1.6% below its all-time high.
Trend
8
| Distance from the 200-day | it is trading 19.1% above its 200-day average, the long-term trend line — a longer-term uptrend | +19.1% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $365.60 | $365.60 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $324.97 | $324.97 |
| Swing structure | each recent peak has been lower than the one before it and each dip deeper — the pattern chart-watchers call a downtrend, which describes where price has already been and not where it goes next | lower highs and lower lows |
| Last swing turn | its last significant turn was a swing low 22 calendar days ago — the swings before that are what the structure reading is measured on | 22 sessions |
| Wave structure | its recent swings can be read as a completed three-part downward correction — a pullback in the A-B-C shape Elliott-wave chartists use; the labelling fails if price closes below 339.87. It is the only labelling that fits, and it describes the swings already printed, not what comes next. | possible three-wave downward correction, complete |
| Since the 50/200 cross | its 50-day average crossed above its 200-day average about 319 trading days ago — a "golden cross", a bullish long-term signal | 319 sessions |
| Trend strength (14-day ADX) | there is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 13, below the 25 that marks a real trend), though buyers have been pushing harder than sellers lately — pressure, not a trend | 12.6 |
Momentum
3
| 14-day RSI | momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 65, neither overbought (above 70) nor oversold (below 30) | 64.6 |
|---|---|---|
| Position in its 14-day range | it is trading near the top of its 14-day range ($355.27 to $393.42) — its "stochastic" reading is 83 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been climbing within that range over the last few sessions. | 83.2 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, is in positive territory (momentum leaning bullish) | 13 sessions |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $393.42 | $393.42 |
|---|---|---|
| From the 52-week high | it is 1.6% below its 52-week high (its highest price of the past year) | -1.6% |
| Above the 52-week low | it is 68.1% above its 52-week low (its lowest price of the past year) | +68.1% |
| Below the 52-week high | it is 1.6% below its highest point of the past year | 1.6% |
| Since a 20-day breakout | it just made a new 20-day high, pushing above its recent trading range | 1 session |
| Since a 55-day breakout | it just made a new 55-day high, pushing above its recent trading range | 1 session |
| All-time high | its highest closing price on record is $393.42 (set on 2026-10-08) | $393.42 |
| Given back of the 52-week move | over the past year its closes ranged ($230.78 to $386.99), and it has given back essentially none of its rise from last year’s low — 0% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $285.45 to $290.45. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 0.0% |
| From the all-time high | it is 1.6% below its all-time high | -1.6% |
| Nearest price level | it is trading 2.7% above a support level at $376.37 — a price it turned at twice since 2026-08-17, most recently on 2026-08-28. Since 2024-10-08 it has 13 such levels below the current price and 0 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | -2.7% |
| All-time low | its lowest closing price on record is $17.93 (set on 2008-11-21) | $17.93 |
| Above the all-time low | it is 2058.3% above its all-time low | +2,058% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are about average versus its own recent 6-month history | 68th percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $11.23 between its high and its low — about 2.9% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $11.23 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $342.39 and $388.82 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $342.39 – $365.60 – $388.82 |
| Typical daily range (% of price) | its price moves about 2.9% in a typical session — calmer than most companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 2.9% |
| Stretch from the 200-day average | it is trading 5.5 daily ranges above its 200-day average price (19.1% above it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale | 5.5 daily ranges above its 200-day average |
Volume
1
| Volume vs its 30-day average | trading volume is about normal versus its 30-day average | 1.01× |
|---|
Analyst
2
| Change in the average price target | analysts have cut their average price target by 0.4% since the prior reading | -0.4% |
|---|---|---|
| Change in the consensus rating | the analyst consensus rating is unchanged since the prior reading | unchanged |
Candlestick patterns
2
| Since a doji | 9 sessions ago it opened and closed at almost the same price after trading through a wider range — a "doji", the classic picture of buyers and sellers finishing the session level | 9 sessions ago |
|---|---|---|
| Since a bullish engulfing | 5 sessions ago it opened below the previous session's close and finished above that session's open — a "bullish engulfing" pair, where one up day more than undid the down day before it | 5 sessions ago |
Price gaps
2
| Gap at the open | it opened on 2026-10-08 0.3% below the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and traded back through that level before the close | -0.3% |
|---|---|---|
| Gap filled | a 2.4% gap down opened on 2026-07-17 has been "filled" 57 sessions ago — price traded back through the level the gap left behind, and it took 1 session to close | 57 sessions ago |
Price streaks
1
| Closing streak | it closed higher in its latest session, after a session that did not close higher — a single up day rather than a run | 1 session up |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock beat the market by 6.4 percentage points (the stock gained 7.4% while the market gained 1.0%) | +6.4% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock beat the market by 4.8 percentage points (the stock gained 8.6% while the market gained 3.8%) | +4.8% |
| vs market, 6 months | over the past 6 months this stock beat the market by 27.3 percentage points (the stock gained 44.8% while the market gained 17.5%) | +27.3% |
| vs market, 12 months | over the past 12 months this stock beat the market by 44.8 percentage points (the stock gained 59.8% while the market gained 15.0%) | +44.9% |
Signal agreement
2
| Bullish technical signals | 6 of the 9 technical signals we can compute for it are currently in a bullish state: a "golden cross" — its 50-day average is above its 200-day, trading above its 200-day average, a fresh 20-day high, MACD momentum is positive, outperforming the market over 6 months, trading above the Ichimoku cloud — these describe past price behaviour, not a forecast | 6 of 9 |
|---|---|---|
| Bearish technical signals | 1 of the 9 technical signals we can compute for it is currently in a bearish state: near the top of its 14-day range (overbought) — these describe past price behaviour, not a forecast | 1 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading 5.2% above the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-09-01 and projected forward over today's price, the side traders read as an established uptrend, with the band below acting as the level that would have to give way. The band itself is thin, spanning 1.9% of the share price, which is taken to mean a barrier that gives way easily. | +5.2% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 19% above the average price paid so far this year, so the typical buyer over that stretch is showing a gain. That average is $323.98 — a volume-weighted average of daily closes over 191 sessions, not a true tick-by-tick VWAP. | +19.4% |
|---|---|---|
| Vs the average paid since it last reported | the price is 6% above the average price paid since it last reported on 2026-07-30 (its 8-K), so the typical buyer over that stretch is showing a gain. That average is $365.49 — a volume-weighted average of daily closes over 50 sessions, not a true tick-by-tick VWAP. | +5.9% |
Price levels it has turned at before
AMG last closed at $386.99 on 2026-10-08. Since 2024-10-08 it has turned at 13 prices below its last close and 0 above; the 3 nearest below are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $376.37 | Support | 2.7% below the last close | turned there twice · 2026-08-17 to 2026-08-28 |
| $334.32 | Support | 13.6% below the last close | turned there three times · 2026-01-22 to 2026-06-29 |
| $313.81 | Support | 18.9% below the last close | turned there twice · 2026-05-01 to 2026-05-27 |
A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.
Wave structure
Its recent swings can be read as a three-part downward correction — the A-B-C shape chartists use for a pullback — now complete.
This labelling fails — stops being a possible reading at all — if it closes below $339.87.
It is the only labelling that fits these swings, though its proportions are not the textbook ones.
This reading has stood for 12 trading days, since 2026-09-23.
Read from daily closes as of 2026-10-08.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Trading above the 200-day moving average · Near the 52-week high · Broke out to a new 20-day high · trendless / choppy (low ADX) · Near the all-time high · beating the market | Learn: moving average · golden cross · adx · rsi · breakout · all time high
Based on daily closing prices as of 2026-10-08. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Consensus ratingStrong Buy (1.43 mean, 1=Strong Buy…5=Strong Sell) — 7 analysts
- Mean price target$436.00 range $360.00 – $512.00; median $426.00
Analyst estimates, as of 2026-10-04. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for AMG
- Consensus EPS estimate$8.63 next reporting period, as of 2026-10-04
- Estimate change, 30 days+$0.01334 (+0.2%) from $8.62, on 2026-08-31, 34-day window
- Readings revised upward20% of 5 comparable readings
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["Dependence on the performance and retention of key investment professionals at Affiliates.","Market risk and volatility impacting assets under management and management fee revenues.","Concentration risk within its diversified portfolio of independent investment firms."]
What changed in the latest 10-Q
AI-assisted comparison of AMG's 10-Q filed 2026-08-07 against the prior one filed 2026-05-07.
Management's Discussion & Analysis (MD&A)
- Notes:
- Both texts are truncated at the same point mid-sentence ('the factors discussed under the caption'), so only the first part of the MD&A forward-looking statements section can be compared.
- The compared portions of the two texts are identical.
Risk Factors
- Added:
- Newer filing (filed 2026-08-07): As of June 30, 2026, aggregate assets under management were approximately $942 billion (older filing stated approximately $882 billion as of March 31, 2026).
- Newer filing (filed 2026-08-07): Added a table showing assets under management of $942.4 billion, average assets under management of $920.9 billion (three months) and $901.3 billion (six months), and aggregate fees of $1,661.5 million (three months) and $3,571.4 million (six months), with percentage changes, for periods ended June 30.
- Newer filing (filed 2026-08-07): Added text describing assets under management increases of $60.4 billion or 7% for the three months and $129.1 billion or 16% for the six months ended June 30, 2026, attributed to net client cash flows, market appreciation, and for the six-month period also new Affiliate investments.
- Newer filing (filed 2026-08-07): Added text stating that our Affiliates' equity strategies experienced net outflows in line with industry trends.
- Newer filing (filed 2026-08-07): Added text stating we expect our business mix to further evolve and diversify.
- Removed:
- Older filing (filed 2026-05-07): Removed the table showing assets under management of $882.0 billion, average assets under management of $881.7 billion, and aggregate fees of $1,909.9 million for the three months ended March 31.
- Older filing (filed 2026-05-07): Removed text describing assets under management increase of $68.7 billion or 8.4% for the three months ended March 31, 2026, driven by net client cash inflows and addition of assets associated with new partnerships.
- Older filing (filed 2026-05-07): Removed the phrase "with an increasingly diversified business profile" from the sentence about expecting business mix evolution.
- Older filing (filed 2026-05-07): Removed the introductory sentence "The following table presents changes in our assets under management by strategy for the three months ended March 31, 2026" and the start of that table.
- Reworded:
- As-of date for assets under management changed from March 31, 2026 (older, $882 billion) to June 30, 2026 (newer, $942 billion).
- Performance measurement period changed from three months ended March 31 (older) to three and six months ended June 30 (newer).
- Wording for the drivers of the AUM increase changed from 'driven by net client cash inflows and the addition of assets associated with new partnerships' (older) to 'driven by net client cash flows and market appreciation, and for the six months ended June 30, 2026, the increase was also due to the addition of assets associated with new Affiliate investments' (newer).
- In newer filing, the sentence about equity strategies experiencing net outflows was expanded to attribute those outflows to 'our Affiliates' equity strategies'; older filing said 'our equity strategies'.
- Wording in the business mix sentence changed from listing sources only as 'in both private markets and liquid alternatives' (older) to adding 'and diversifying' in the newer text.
- Changed "certain of our Affiliate's strategies" (older) to "certain of our Affiliates' strategies" (newer).
- Notes:
- The provided source texts are labeled 'Risk Factors' but appear to contain sections such as 'Executive Overview' and 'Operating Performance Measures,' indicating the extraction may include broader MD&A material rather than only the Risk Factors section.
- The newer filing text appears truncated at 'The following tables present changes in' and the older filing text is truncated mid-table, so full comparison of all subsequent content is not possible.
AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.
Insider activity (SEC Form 4)
No open-market insider purchases or sales recorded in the last 90 days, of which we have read Form 4 filings through 2026-10-04. The 5 days since 2026-10-04 have not been checked yet.
- Last 180 days · read to 2026-10-042 buys ($687405) · 3 sells ($7M) — 2 buying, 3 selling insiders
Most recent open-market transaction: 2026-06-08. Based on Form 4 filings read through 2026-10-04; anything filed since is not yet included.
View full insider trading history → View SEC Form 3/4/5 filingsAsk about AMG's insider activity →
Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
Institutional ownership (13F)
5 institutional 13F filers reported holding AMG as of 2026-06-30 (quarter-end position, filed within 45 days).
- Distinct 13F filers 5
- Reported shares held 4,376,259
- Reported value $1,480,925,919
reported quarterly holdings change (2026-03-31 → 2026-06-30): 0 new, 2 increased, 3 decreased, 1 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Ask about AMG's institutional holders → See what each manager we track holds →
Short interest (FINRA)
AMG had 1,039,423 shares of reported short interest as of the 2026-09-15 FINRA settlement date (delayed, bi-monthly; not real-time).
AMG had 4.02% of its shares outstanding sold short as of the 2026-09-15 FINRA settlement date (percent of FLOAT would be higher — float is not disclosed in the source). FINRA reported 3.83 days to cover at the same settlement.
- Reported short interest (shares) 1,039,423
- Short interest (% of shares outstanding) 4.02%
- Prior settlement (shares) 868,607
- Reported change 19.67%
- Days to cover (reported) 3.83
Reported to FINRA as of the 2026-09-15 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- BlackRock (BLK)
- Franklin Resources (BEN)
- T. Rowe Price (TROW)
- Invesco (IVZ)
- Janus Henderson (JHG)
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
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Frequently asked questions
What does Affiliated Managers Group (AMG) do?
Affiliated Managers Group is a global asset management company that operates through a partnership model. It provides investment management services by acquiring equity interests in a diverse group of boutique investment firms ("Affiliates") which maintain operational autonomy.
What sector is Affiliated Managers Group (AMG) in?
Affiliated Managers Group (AMG) is classified in the Financials sector. Its industry is asset management. It trades on NYSE.
Does AMG pay a dividend?
Yes — Affiliated Managers Group (AMG) pays a dividend, with an indicated yield of about 0.01% and 5-year non-decreasing per-share dividend streak (SEC EDGAR XBRL) (market data, as of 2026-09-03). Informational only — not financial advice.
Who are Affiliated Managers Group's (AMG) competitors?
Notable peers of Affiliated Managers Group (AMG) include BlackRock, Franklin Resources, T. Rowe Price, Invesco and Janus Henderson. This peer set is informational only — not financial advice.
Is Affiliated Managers Group (AMG) overbought or oversold right now?
Affiliated Managers Group (AMG) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 65, in the neutral middle (as of 2026-10-08). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on AMG come from?
Fundamentals come from SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest; prices are market data, as of 2026-09-03; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.