Indicators
Indicators
Value
Direction
MACD(12,26,9)
-1.098
Neutral
RSI(14)
57.463
Neutral
STOCH(KDJ)(9,3,3)
38.674
Sell
ATR(14)
7.351
High Vlolatility
CCI(14)
-1.246
Neutral
Williams %R
60.948
Sell
TRIX(12,20)
0.372
Sell
StochRSI(14)
0.000
Oversold
Affiliated Managers Group Inc
AMG271.370USD
-1.780-0.65%
Close 12/17, 16:00（ET）Quotes delayed by 15 min
7.68BMarket Cap
14.93P/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of Affiliated Managers Group Inc
Currency: USD Updated: 2025-12-17Key Insights
Affiliated Managers Group Inc's fundamentals are relatively very healthy, and its growth potential is significant.Its valuation is considered fairly valued, ranking 3/116 in the Investment Banking & Investment Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Strong Buy, with the highest price target at 323.33.In the medium term, the stock price is expected to trend up.The company has been performing well in the stock market over the past month, which is supported by its strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Affiliated Managers Group Inc's Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Analyst Rating
Based on
6
analysts
Strong Buy
Current Rating
323.333
Target Price
+19.66%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Affiliated Managers Group Inc Highlights
StrengthsRisks
Affiliated Managers Group, Inc. is a global independent investment management company. The Company is focused on investing in a range of partner-owned investment firms, known as Affiliates. Its Affiliates provide a diverse range of differentiated investment strategies designed to assist institutional and wealth clients worldwide in achieving their investment objectives. Its Affiliates also provide investment management and customized investment counseling and fiduciary services to high-net worth individuals and families and institutional clients. It manages its assets across a range of private markets, liquid alternative and differentiated long-only investment strategies. The Company’s Affiliates operate in a diverse number of areas with long-term structural tailwinds, including infrastructure, credit, private market solutions, and specialty areas including industrial decarbonization, life sciences, and multifamily real estate.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 0.27%.
Overvalued
The company’s latest PB is 2.30, at a high 3-year percentile range.
Institutional Selling
The latest institutional holdings are 27.53M shares, decreasing 0.02% quarter-over-quarter.
Held by CI Select Canadian Equity Fund
Star Investor CI Select Canadian Equity Fund holds 558.00 shares of this stock.
Financial Health
Currency: USD Updated: 2025-12-17The current financial score of Affiliated Managers Group Inc is 7.06, ranking 50/116 in the Investment Banking & Investment Services industry. Its financial status is robust, and its operating efficiency is low. Its latest quarterly revenue reached 555.60M, representing a year-over-year increase of 3.04%, while its net profit experienced a year-over-year increase of 71.84%.
Score
Financials
9.69
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
5.36
Operational Efficiency
5.84
Growth Potential
5.97
Shareholder Returns
8.45
Affiliated Managers Group Inc's Company Valuation
Currency: USD Updated: 2025-12-17The current valuation score of Affiliated Managers Group Inc is 6.20, ranking 86/116 in the Investment Banking & Investment Services industry. Its current P/E ratio is 14.94, which is 15.78% below the recent high of 17.29 and 75.84% above the recent low of 3.61.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 3/116
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2025-12-17The current earnings forecast score of Affiliated Managers Group Inc is 9.00, ranking 5/116 in the Investment Banking & Investment Services industry. The average price target for Affiliated Managers Group Inc is 298.00, with a high of 395.00 and a low of 282.00.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
6
analysts
Strong Buy
Current Rating
323.333
Target Price
+19.66%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
69
Total
7
Median
8
Average
Company name
Ratings
Analysts
Affiliated Managers Group Inc
AMG
6
Blackstone Inc
BX
24
KKR & Co Inc
KKR
21
BlackRock Inc
BLK
19
Bank of New York Mellon Corp
BK
18
Ares Management Corp
ARES
18
1
2
3
...
14
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated: 2025-12-17The current price momentum score of Affiliated Managers Group Inc is 9.11, ranking 41/116 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 287.11 and the support level at 252.01, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
275.520
Sell
MA10
274.335
Sell
MA20
268.903
Buy
MA50
255.079
Buy
MA100
241.402
Buy
MA200
209.799
Buy
Institutional Confidence
Currency: USD Updated: 2025-12-17The current institutional shareholding score of Affiliated Managers Group Inc is 10.00, ranking 1/116 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 103.11%, representing a quarter-over-quarter decrease of 5.31%. The largest institutional shareholder is The Vanguard, holding a total of 2.76M shares, representing 9.82% of shares outstanding, with 6.45% decrease in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
BlackRock Institutional Trust Company, N.A.
Atlanta Capital Management Company, L.L.C.
Clarkston Capital Partners, LLC
Boston Partners
Millennium Management LLC
State Street Investment Management (US)
Dimensional Fund Advisors, L.P.
Citadel Advisors LLC
1
2
Risk Assessment
Currency: USD Updated: 2025-12-17The current risk assessment score of Affiliated Managers Group Inc is 8.89, ranking 27/116 in the Investment Banking & Investment Services industry. The company's beta value is 1.19. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.
Score
Beta vs S&P 500 index
1.19
VaR
+3.00%
240-Day Maximum Drawdown
+24.44%
240-Day Volatility
+32.77%
Return
Best Daily Return
60 days
+7.82%
120 days
+7.82%
5 years
+11.50%
Worst Daily Return
60 days
-4.57%
120 days
-4.57%
5 years
-12.38%
Sharpe Ratio
60 days
+1.65
120 days
+2.93
5 years
+0.61
Risk Assessment
Maximum Drawdown
240 days
+24.44%
3 years
+31.35%
5 years
+41.24%
Return-to-Drawdown Ratio
240 days
+1.85
3 years
+0.57
5 years
+0.45
Skewness
240 days
+0.60
3 years
-0.41
5 years
+0.22
Volatility
Realised Volatility
240 days
+32.77%
5 years
+31.28%
Standardised True Range
240 days
+2.00%
5 years
+1.57%
Downside Risk-Adjusted Return
120 days
+512.68%
240 days
+512.68%
Maximum Daily Upside Volatility
60 days
+21.03%
Maximum Daily Downside Volatility
60 days
+18.61%
Liquidity
Average Turnover Rate
60 days
+0.68%
120 days
+0.79%
5 years
--
Turnover Deviation
20 days
-23.25%
60 days
-10.22%
120 days
+4.62%
Peer Comparison
Investment Banking & Investment Services
Affiliated Managers Group Inc
AMG
8.21 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
State Street Corp
STT
8.76 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Ameriprise Financial Inc
AMP
8.25 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Bgc Group Inc
BGC
8.21 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
GCM Grosvenor Inc
GCMG
8.21 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
DigitalBridge Group Inc
DBRG
8.15 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more
FAQs
How does TradingKey generate the Stock Score of Affiliated Managers Group Inc?
The TradingKey Stock Score provides a comprehensive assessment of Affiliated Managers Group Inc based on 34 indicators derived from over 100 underlying data points. These indicators are categorised into six key dimensions: financial health, company profile, earnings forecasts, price momentum, institutional confidence, and risk assessment, collectively providing investors with a thorough analysis of Affiliated Managers Group Inc’s performance and outlook.
How do we generate the financial health score of Affiliated Managers Group Inc?
To generate the financial health score of Affiliated Managers Group Inc, we analyse various key financial indicators across several core dimensions, including financial fundamentals, earnings quality, operational efficiency, growth potential, and shareholder returns. By integrating these comprehensive data, the financial health score not only reflects Affiliated Managers Group Inc's overall stability, operational efficiency, and growth potential but also captures the investment returns delivered to shareholders. This score aims to support rational decision-making for investors and other stakeholders. A higher score indicates a better financial health of Affiliated Managers Group Inc.
How do we generate the company valuation score of Affiliated Managers Group Inc?
To generate the company valuation score of Affiliated Managers Group Inc, we use several key financial ratios, including P/E, P/B, P/S, and P/CF. These metrics compare Affiliated Managers Group Inc’s market value to its earnings, assets, sales, and cash flow, serving as core indicators for assessing company value. By analysing these ratios in an all-round manner, the valuation score reflects not only the market’s current perception of Affiliated Managers Group Inc’s value but also its future profitability and growth potential, thereby supporting more informed investment decisions. A higher score indicates a fairer valuation of Affiliated Managers Group Inc.
How do we generate the earnings forecast score of Affiliated Managers Group Inc?
To calculate the earnings forecast score of Affiliated Managers Group Inc, we consider various key indicators such as analyst ratings, financial forecasts, support and resistance levels, and peer comparisons:Current ratings and price targets directly reflect analysts’ expectations, while the upside space indicates their views on the stock’s growth potential.Financial metrics like earnings per share (EPS), revenue, net income, and earnings before interest and taxes (EBIT) are core measures for assessing profitability.By analysing the high, median, and low ranges of the target price, we can identify price trends and determine key support and resistance levels.Comparing these indicators against peers provides context for the stock’s performance and helps
anchor more realistic expectations.These factors together form a comprehensive earnings forecast score that accurately reflects the stock’s expected financial performance and growth potential. A higher score suggests that analysts have a more optimistic outlook on Affiliated Managers Group Inc’s future.
How do we generate the price momentum score of Affiliated Managers Group Inc?
When generating the price momentum score for Affiliated Managers Group Inc, we examine momentum indicators including support and resistance levels as well as volume metrics.Support levels represent price points where buying interest is strong enough to prevent further declines, while resistance levels indicate prices where selling pressure may hinder upward movement. By analysing typical price volume alongside total volume, we assess overall market activity and liquidity. These indicators help identify price trends and potential shifts, enabling more accurate predictions of future earnings.This comprehensive approach can reflect market sentiment and enable rational forecasts of Affiliated Managers Group Inc’s prices. A higher score indicates a more stable short-term price trend for Affiliated Managers Group Inc.
How do we generate the institutional confidence score of Affiliated Managers Group Inc?
To generate the institutional confidence score of Affiliated Managers Group Inc, we analyse both the proportion of shares held by institutions and the number of shares they own. A higher institutional ownership percentage indicates strong confidence of professional investors, which is generally a positive signal about Affiliated Managers Group Inc’s potential. By examining the number of shares held, we gain deeper insight into institutions’ commitment and attitude toward the stock, as institutional investors typically conduct thorough analysis before making investment decisions. Understanding institutional confidence helps us refine earnings forecasts and provides a more reliable perspective on the company’s future performance and market stability. A higher score indicates greater institutional endorsement of Affiliated Managers Group Inc.
How do we generate the risk management score of Affiliated Managers Group Inc?
To assess the risk management score of Affiliated Managers Group Inc, we examine multiple key indicators related to returns, risk, volatility, and liquidity.The highest and lowest daily returns reflect the potential size of gains and losses, while the Sharpe ratio measures risk-adjusted return performance. On the risk side, we analyse maximum drawdown and the return-to-drawdown ratio to identify extreme loss scenarios. Skewness helps assess the distribution of returns and whether performance may be biased. Volatility indicators—such as realised volatility and standardised true range—reveal price fluctuations. Downside risk-adjusted returns provide insight into potential losses and gains. Lastly, liquidity metrics like average turnover rate and turnover deviation indicate how actively the stock is traded.These indicators together provide a multi-dimensional understanding of Affiliated Managers Group Inc’s risk-return profile, serving as core factors of the risk management score. A higher score indicates lower risk on the side of Affiliated Managers Group Inc.
