
Affiliated Managers Group, Inc.
MGRENYSEFinancial ServicesAsset Management
Previous close
$22.395
−$0.305 · -1.34%
MGRE company overview
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AI-powered factor overview
GoAI score
Buy
Favorable setup — positive multi-factor alignment
Valuation
87
Deep Value
Momentum
38
Weakening
Sentiment
63
Bullish
Risk resilience
75
Moderate Risk
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Company profile
Company websiteAffiliated 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.
- Industry
- Asset Management
- Sector
- Financial Services
- Headquarters
- US
- CEO
- Jay C. Horgen
- Listed since
- Mar 27, 2024
- Employees
- 4,100
Market position
Day range
Current $22.395
52-week range
Current $22.395
- Open
- $22.57
- Previous close
- $22.70
- Volume
- 41.09K
- 1.48× average
- Average volume
- 27.79K
- Average daily volume
- Market cap
- 9.45B USD
- Beta
- 1.18
- Market reference 1
- 50-day average
- $22.9255
- -2.31% below average
- 200-day average
- $23.8109
- -5.95% below average
Financials
Financial snapshot
Latest / TTMValuation & yield
- Enterprise value
- 10.32B USD
- EV / EBITDA
- 6.91×
- Earnings yield
- 8.72%
- Free cash flow yield
- 12.23%
Profitability & efficiency
- Return on equity
- 22.13%
- Return on assets
- 7.78%
- Return on invested capital
- 7.05%
Financial health
- Current ratio
- 1.34×
Financial statements
Margin trends
Profitability as a percentage of reported revenue.
Income trends
Revenue
Operating income
Net income
| Metric (USD) | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | 2.45B USD | 2.04B USD | 2.06B USD | 2.33B USD | 2.41B USD |
| Cost of goods sold | 341.4M USD | 915.3M USD | 907.5M USD | 1.07B USD | 1.05B USD |
| Gross profit | 2.1B USD | 1.13B USD | 1.15B USD | 1.26B USD | 1.37B USD |
| Selling, general, and administrative | 408.6M USD | 376.5M USD | 358.2M USD | 385.5M USD | 347.1M USD |
| Operating expenses | 1.33B USD | 418.9M USD | 419.5M USD | 452.9M USD | 399.4M USD |
| Interest income | 83.1M USD | — | — | — | — |
| Interest expense | 136.5M USD | 133.3M USD | 123.8M USD | 114.4M USD | 111.4M USD |
| Depreciation and amortization | 170.7M USD | 42.4M USD | 61.3M USD | 67.4M USD | 52.3M USD |
| Operating income | 776.8M USD | 706.7M USD | 730.8M USD | 805.2M USD | 965.9M USD |
| Net income | 716.6M USD | 511.6M USD | 672.9M USD | 1.15B USD | 565.7M USD |
Company facts updated Aug 24, 2026.
Earnings
- EPS beat rate
- 91%
- 10 beats, 1 miss, 0 met estimates
- Average EPS surprise
- +4.31%
- 11 comparable reports
- Latest EPS result
- 8.29
- Estimate 7.9 · Beat by 4.94%
EPS: actual versus estimate
Recent quarterly results
Revenue: actual versus estimate
Recent quarterly results
Corporate actions
Corporate action history
| Action | Ex-dividend date | Details | Record date | Payment date |
|---|---|---|---|---|
DividendUpcoming | Sep 29, 2026 | $0.4219Quarterly | Sep 29, 2026 | Sep 30, 2026 |
Dividend | Jun 29, 2026 | $0.4219Quarterly | Jun 29, 2026 | Jun 30, 2026 |
Dividend | Mar 27, 2026 | $0.4219Quarterly | Mar 27, 2026 | Mar 30, 2026 |
Dividend | Dec 29, 2025 | $0.4219Quarterly | Dec 29, 2025 | Dec 30, 2025 |
Dividend | Sep 29, 2025 | $0.4219Quarterly | Sep 29, 2025 | Sep 30, 2025 |
Dividend | Jun 27, 2025 | $0.4219Quarterly | Jun 27, 2025 | Jun 30, 2025 |
Ex-dividend Sep 29, 2026
$0.4219
Quarterly
Record Sep 29, 2026 · Payment Sep 30, 2026
Ex-dividend Jun 29, 2026
$0.4219
Quarterly
Record Jun 29, 2026 · Payment Jun 30, 2026
Ex-dividend Mar 27, 2026
$0.4219
Quarterly
Record Mar 27, 2026 · Payment Mar 30, 2026
Ex-dividend Dec 29, 2025
$0.4219
Quarterly
Record Dec 29, 2025 · Payment Dec 30, 2025
Ex-dividend Sep 29, 2025
$0.4219
Quarterly
Record Sep 29, 2025 · Payment Sep 30, 2025
Ex-dividend Jun 27, 2025
$0.4219
Quarterly
Record Jun 27, 2025 · Payment Jun 30, 2025
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