ARTISAN PARTNERS ASSET MANAGEMENT (APAM)
Financials · Asset Management · NYSE
An independent, active investment management firm operating through autonomous teams to deliver high value-added investment strategies for institutional and individual clients.
What ARTISAN PARTNERS ASSET MANAGEMENT does
Artisan Partners Asset Management is an investment management firm that provides high value-added, active investment strategies to a range of institutional and individual clients. The company operates through autonomous investment teams, each employing distinct investment processes and philosophies across various equity and asset classes.
Themes: active asset management, investment management, institutional asset management, wealth management
Fundamentals
- Price$42.26 as of 2026-08-21 close
- Market cap$3.5B as of 2026-08-24
- 1-year return-6.0% 2025-08-21 close $44.94 → 2026-08-21 close $42.26
- P/E11.51 as of 2026-08-24
- Net margin+24.1% as of 2026-08-24
- ROE+72.9% as of 2026-08-24
- Debt / equity0.45 as of 2026-08-24
- Revenue growth (YoY)+9.8% as of 2026-08-24
- Revenue CAGR (3y)+6.4% SEC XBRL
- Beta1.69 as of 2026-08-24
- Last reported earnings2026-07-28 SEC EDGAR Form 8-K (Item 2.02)
Dividend: yield +7.0%; 3-year non-decreasing per-share dividend streak (SEC XBRL).
How APAM compares in its sector
- price-to-earnings ratiomiddle range 525 covered Financials peers, as of 2026-08-24
- net profit marginmiddle range 538 covered Financials peers, as of 2026-08-24
- operating marginmiddle range 534 covered Financials peers, as of 2026-08-24
- return on equitytop 10% 575 covered Financials peers, as of 2026-08-24
- 3-year revenue CAGRmiddle range 347 covered Financials peers
- indicated dividend yieldtop 10% 453 covered Financials peers, as of 2026-08-24
- free cash flow (absolute dollars, latest fiscal year)middle range 431 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
APAM is not currently in any published Top 10 list. Its scores are below.
Long-term score
58.1 #230 of 987 scored · #106 of 191 in Financials
Profitability 88th (return on equity 72.9%, operating margin 33%) and financial health 68th (free cash flow margin 18.4%, debt to equity 0.5); weakest is capital return (28th, consecutive years of dividend increases 3 years).
Short-term score
54.0 #546 of 1,704 scored · #88 of 277 in Financials
Trend 63rd: a strong uptrend, with buyers in control; setup 62nd: no fresh 20-day breakout up or down; weakest is volume and participation 33rd: trading volume is about normal versus its 30-day average.
Scores as of 21 Aug 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 2.
Dividend coverage (FY2025)
Exceeded at least one reported measure. In FY2025, APAM's dividend exceeded at least one reported measure of what it earned or generated (earnings payout 89%, free-cash-flow payout 150%). A payout above 100% in one year is not necessarily unsustainable, but it is not fully covered by that measure.
- Earnings payout89% dividends / net income
- Free-cash-flow payout150% 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 ARTISAN PARTNERS ASSET MANAGEMENT looks technically
ARTISAN PARTNERS ASSET MANAGEMENT (APAM) is trading 6.3% above its 200-day average, the long-term trend line — a longer-term uptrend. Its 50-day average crossed below its 200-day average about 166 trading days ago — a "death cross", a bearish long-term signal. A strong uptrend is in place — ADX, a 0–100 trend-strength gauge, is 35, with buyers in control. Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 58, neither overbought (above 70) nor oversold (below 30). MACD, a trend-momentum gauge, turned bearish about 6 trading days ago (its momentum flipped negative). It made a new 20-day high about 9 trading days ago.
Trend
8
| Distance from the 200-day | it is trading 6.3% above its 200-day average, the long-term trend line — a longer-term uptrend | +6.3% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $38.70 | $38.70 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $39.75 | $39.75 |
| Swing structure | its recent peaks and dips disagree — one of them is rising while the other is not, so there is no clean up or down pattern in the swings | mixed — one of the two is not confirming |
| Last swing turn | its last significant turn was a swing high 14 calendar days ago — the swings before that are what the structure reading is measured on | 14 sessions |
| Since the 50/200 cross | its 50-day average crossed below its 200-day average about 166 trading days ago — a "death cross", a bearish long-term signal | 166 sessions |
| Above the 200-day after a dip | it recently dipped to its 200-day average (the long-term trend line) and has since climbed back above it — now about 6.3% above | +6.3% |
| Trend strength (14-day ADX) | a strong uptrend is in place — ADX, a 0–100 trend-strength gauge, is 35, with buyers in control | 35.0 |
Momentum
3
| 14-day RSI | momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 58, neither overbought (above 70) nor oversold (below 30) | 57.9 |
|---|---|---|
| Position in its 14-day range | it is trading in the lower half of its 14-day range ($41.07 to $43.80) — its "stochastic" reading is 44 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 slipping within that range over the last few sessions. | 43.5 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, turned bearish about 6 trading days ago (its momentum flipped negative) | 6 sessions |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $47.57 | $47.57 |
|---|---|---|
| From the 52-week high | it is 11.2% below its 52-week high (its highest price of the past year) | -11.2% |
| Above the 52-week low | it is 24.4% above its 52-week low (its lowest price of the past year) | +24.4% |
| Below the 52-week high | it is 11.2% below its highest point of the past year | 11.2% |
| Since a 20-day breakout | it made a new 20-day high about 9 trading days ago | 9 sessions |
| Since a 55-day breakout | it made a new 55-day high about 9 trading days ago | 9 sessions |
| All-time high | its highest closing price on record is $71.86 (set on 2014-01-22) | $71.86 |
| Given back of the 52-week move | over the past year its closes ranged ($33.97 to $47.43), and it has recovered a bit over half of its fall from last year’s high — 62% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $42.29 to $42.72. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 61.6% |
| From the all-time high | it is 41.2% below its all-time high | -41.2% |
| Nearest price level | it is sitting right on a support level at $42.07 — a price it turned at 8 times since 2024-10-03, most recently on 2026-02-04. Since 2024-08-21 it has 7 such levels below the current price and 7 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | -0.4% |
| All-time low | its lowest closing price on record is $17.69 (set on 2020-03-17) | $17.69 |
| Above the all-time low | it is 138.9% above its all-time low | +138.9% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are about average versus its own recent 6-month history | 53rd percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $1.09 between its high and its low — about 2.6% 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 | $1.09 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $39.57 and $44.01 — 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 | $39.57 – $41.79 – $44.01 |
| Typical daily range (% of price) | its price moves about 2.6% 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 | 2.6% |
| Stretch from the 200-day average | it is trading 2.3 daily ranges above its 200-day average price (6.3% 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 | 2.3 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 | 0.72× |
|---|
Analyst
2
| Change in the average price target | analysts have raised their average price target by 2.6% since the prior reading | +2.6% |
|---|---|---|
| Change in the consensus rating | the analyst consensus rating is unchanged since the prior reading | unchanged |
Candlestick patterns
1
| Since a doji | today 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 | today |
|---|
Price gaps
2
| Gap at the open | it opened on 2026-08-21 0.6% above 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 | +0.6% |
|---|---|---|
| Gap filled | a 2.5% gap up opened on 2026-07-29 has been "filled" 17 sessions ago — price traded back through the level the gap left behind, and it closed again during the very session that opened it | 17 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 5.4 percentage points (the stock gained 7.8% while the market gained 2.3%) | +5.5% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock beat the market by 10.8 percentage points (the stock gained 13.8% while the market gained 3.1%) | +10.8% |
| vs market, 6 months | over the past 6 months this stock lagged the market by 9.5 percentage points (the stock gained 1.6% while the market gained 11.1%) | -9.5% |
| vs market, 12 months | over the past 12 months this stock lagged the market by 26.4 percentage points (the stock lost 6.0% while the market gained 20.5%) | -26.4% |
Signal agreement
2
| Bullish technical signals | 3 of the 9 technical signals we can compute for it are currently in a bullish state: a strong uptrend, with buyers in control, trading above its 200-day average, trading above the Ichimoku cloud — these describe past price behaviour, not a forecast | 3 of 9 |
|---|---|---|
| Bearish technical signals | 3 of the 9 technical signals we can compute for it are currently in a bearish state: a "death cross" — its 50-day average is below its 200-day, MACD momentum is negative, lagging the market over 6 months — these describe past price behaviour, not a forecast | 3 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading 12% above the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-07-16 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 0.8% of the share price, which is taken to mean a barrier that gives way easily. | +12.4% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 9% above the average price paid so far this year, so the typical buyer over that stretch is showing a gain. That average is $38.88 — a volume-weighted average of daily closes over 158 sessions, not a true tick-by-tick VWAP. | +8.7% |
|---|---|---|
| Vs the average paid since it last reported | the price is 1% above the average price paid since it last reported on 2026-07-28 (its 8-K), so the typical buyer over that stretch is showing a gain. That average is $41.76 — a volume-weighted average of daily closes over 19 sessions, not a true tick-by-tick VWAP. | +1.2% |
Price levels it has turned at before
APAM last closed at $42.26 on 2026-08-21. Since 2024-08-21 it has turned at 7 prices below its last close and 7 above; the 3 nearest below and the 3 nearest above are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $42.07 | Support | 0.4% below the last close | turned there 8 times · 2024-10-03 to 2026-02-04 |
| $43.09 | Resistance | 1.9% above the last close | turned there six times · 2024-10-23 to 2025-12-05 |
| $43.87 | Resistance | 3.8% above the last close | turned there twice · 2024-09-24 to 2026-08-07 |
| $40.40 | Support | 4.4% below the last close | turned there three times · 2025-11-20 to 2026-07-15 |
| $44.85 | Resistance | 6.1% above the last close | turned there 7 times · 2025-05-15 to 2026-01-15 |
| $39.51 | Support | 6.5% below the last close | turned there six times · 2024-09-11 to 2026-02-23 |
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
No Elliott-wave labelling currently fits its swings: the recent highs and lows do not satisfy the three rules a five-wave count has to obey, so there is no count to show rather than a count we are unsure about.
Read from daily closes as of 2026-08-21.
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 · Tested and reclaimed 200-day support · in a strong, established uptrend (ADX) · Analyst price target recently RAISED · lagging the market · Printed a doji candle | Learn: moving average · golden cross · adx · rsi · macd · breakout
Based on daily closing prices as of 2026-08-21. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Consensus ratingHold (3.25 mean, 1=Strong Buy…5=Strong Sell) — 4 analysts
- Mean price target$39.25 range $35.00 – $45.00; median $38.50
Analyst estimates, as of 2026-08-17. 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 APAM
- Consensus EPS estimate$0.9867 next reporting period, as of 2026-08-17
Change over time is not available yet: it needs two readings of the same reporting period at least 30 days apart, and we have been recording these estimates since 2026-08-04. An estimate for a DIFFERENT quarter is not a revision, so a reading from before the last report is never compared with one after it.
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)
["Loss of key investment professionals or senior management","Poor performance of investment strategies leading to asset outflows","Adverse market or economic conditions affecting AUM and fee revenue"]
What changed in the latest 10-Q
AI-assisted comparison of APAM's 10-Q filed 2026-05-04 against the prior one filed 2025-10-31.
Management's Discussion & Analysis (MD&A)
- Added:
- Newer filing (2026-05-04): Acquisition of Grandview Property Partners for $22.5 million upfront with future consideration tied to committed capital milestones, revenue run rates, and seven-year performance
- Newer filing (2026-05-04): Record AUM near end of February 2026 before declining to $173 billion at March 31, 2026
- Newer filing (2026-05-04): Preliminary AUM as of April 30, 2026, increased to approximately $183 billion
- Newer filing (2026-05-04): Holdings Unit Exchanges during three months ended March 31, 2026 (160,114 common units exchanged)
- Newer filing (2026-05-04): Market indices table for Q1 2026 and 2025 comparison (showing negative returns across most indices)
- Removed:
- Older filing (2025-10-31): Reference to 11 autonomous investment teams managing 26 investment strategies (newer shows 12 teams managing 27 strategies)
- Older filing (2025-10-31): Nine-month period financial data and comparative results
- Older filing (2025-10-31): Holdings Unit Exchanges during nine months ended September 30, 2025 (51,500 common units exchanged)
- Older filing (2025-10-31): Market indices table for nine-month period ended September 30
- Older filing (2025-10-31): Statement that limited partners held approximately 13% of equity interests in Holdings; language about 'significant noncontrolling interest' in results
- Reworded:
- Reporting period changed from September 30, 2025 to March 31, 2026
- AUM geographic split changed from 73% U.S./27% non-U.S. (September 30, 2025) to 74% U.S./26% non-U.S. (March 31, 2026)
- Economic Environment section: 'Economic uncertainty and volatility' removed; replaced with 'Global market conditions' language
- Noncontrolling interest disclosure: Changed from 'approximately 13%' at September 30, 2025 to 'approximately 12%' at March 31, 2026, with simpler disclosure language
- APAM's equity ownership in Holdings: 87% at September 30, 2025 changed to 88% at March 31, 2026
- Notes:
- Older filing text appears truncated at Key Performance Indicators section; full comparison of all KPI metrics not possible
- Financial highlights present different quarter comparisons due to different reporting periods (Q1 2026 vs. Q3 2025)
- Market indices presented in different formats (Q1 only in newer filing vs. quarterly and nine-month in older filing)
Risk Factors
- Added:
- Goodwill of $40,339 thousand added to balance sheet as of March 31, 2026 (newer filing)
- Other intangible assets, net of $7,985 thousand added to balance sheet as of March 31, 2026 (newer filing)
- Contingent consideration liability of $25,850 thousand added to balance sheet as of March 31, 2026 (newer filing)
- Amortization of intangible assets expense of $240 thousand in three months ended March 31, 2026 (newer filing)
- Removed:
- Reference to 'changes in trade policies, including the imposition of new or increased tariffs and the economic impact, volatility and uncertainty resulting therefrom' removed from forward-looking statements risk factors (older filing contained this language)
- Reworded:
- Reference to Form 10-K changed from 'fiscal year ended December 31, 2024, filed with the SEC on February 25, 2025' (older filing) to 'fiscal year ended December 31, 2025, filed with the SEC on February 20, 2026' (newer filing)
- Reference to Holdings changed from 'Artisan Partners Holdings LP ("Artisan Partners Holdings" or "Holdings")' (older filing) to 'Artisan Partners Holdings LP ("Holdings")' (newer filing) - removed alternate name
- Balance sheet date changed from September 30, 2025 and December 31, 2024 (older filing) to March 31, 2026 and December 31, 2025 (newer filing)
- Items page references changed: Item 1A from page 47 to page 40, Item 2 from page 47 to page 40, Item 3 from page 47 to page 40, Item 4 from page 47 to page 40, Item 5 from page 47 to page 40, Item 6 from page 48 to page 41, Signatures from page 49 to page 42
- Notes:
- The two filings compare different fiscal periods (Q1 2026 vs. Q3 2025), which accounts for some financial statement changes independent of accounting policy or disclosure changes
- The truncated nature of the statements of operations in both filings prevents complete comparison of that section
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)
0 open-market purchases and 1 open-market sale by insiders in the last 90 days.
- Last 30 days0 buys · 1 sell ($298143) — 1 selling insider
- Last 90 days0 buys · 1 sell ($298143) — 1 selling insider
- Last 180 days0 buys · 1 sell ($298143) — 1 selling insider
Activity heuristic: net selling (a transparent product heuristic from the counts above, not a prediction or advice)
Most recent open-market transaction: 2026-08-19. As of 2026-08-24.
View full insider trading history → View SEC Form 3/4/5 filingsAsk about APAM'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 APAM as of 2026-03-31 (quarter-end position, filed within 45 days).
- Distinct 13F filers 5
- Reported shares held 14,103,955
- Reported value $513,242,903
reported quarterly holdings change (2025-12-31 → 2026-03-31): 0 new, 3 increased, 2 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.
Short interest (FINRA)
APAM had 3,137,797 shares of reported short interest as of the 2026-07-31 FINRA settlement date (delayed, bi-monthly; not real-time).
Short interest as a percent of shares outstanding is not shown for APAM because we do not hold a verified share count to divide it by. The reported figures above are unaffected.
- Reported short interest (shares) 3,137,797
- Prior settlement (shares) 4,251,460
- Reported change -26.19%
- Days to cover (reported) 3.38
Reported to FINRA as of the 2026-07-31 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 Group (TROW)
- Affiliated Managers Group (AMG)
- Janus Henderson Group (JHG)
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
Compare APAM vs…
ARTISAN PARTNERS ASSET MANAGEMENT is found in…
APAM ranks in…
Frequently asked questions
What does ARTISAN PARTNERS ASSET MANAGEMENT (APAM) do?
Artisan Partners Asset Management is an investment management firm that provides high value-added, active investment strategies to a range of institutional and individual clients. The company operates through autonomous investment teams, each employing distinct investment processes and philosophies across various equity and asset classes.
What sector is ARTISAN PARTNERS ASSET MANAGEMENT (APAM) in?
ARTISAN PARTNERS ASSET MANAGEMENT (APAM) is classified in the Financials sector. Its industry is Asset Management. It trades on NYSE.
Does APAM pay a dividend?
Yes — ARTISAN PARTNERS ASSET MANAGEMENT (APAM) pays a dividend, with an indicated yield of about 7.03% and 3-year non-decreasing per-share dividend streak (SEC EDGAR XBRL) (market data, as of 2026-08-24). Informational only — not financial advice.
Who are ARTISAN PARTNERS ASSET MANAGEMENT's (APAM) competitors?
Notable peers of ARTISAN PARTNERS ASSET MANAGEMENT (APAM) include BlackRock, Franklin Resources, T. Rowe Price Group, Affiliated Managers Group and Janus Henderson Group. This peer set is informational only — not financial advice.
Is ARTISAN PARTNERS ASSET MANAGEMENT (APAM) overbought or oversold right now?
ARTISAN PARTNERS ASSET MANAGEMENT (APAM) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 58, in the neutral middle (as of 2026-08-21). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on APAM come from?
Fundamentals and prices come from market data, as of 2026-08-24; 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: market data, as of 2026-08-24. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-21.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.