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Affiliated Managers Group Inc

AMG
313.090USD
+0.385+0.12%
Close 01/30, 16:00ETQuotes delayed by 15 min
8.86BMarket Cap
17.22P/E TTM

Affiliated Managers Group Inc

313.090
+0.385+0.12%
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
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: 2026-01-30

Key Insights

Affiliated Managers Group Inc's fundamentals are relatively very healthy, with industry-average ESG disclosure.and its growth potential is significant.Its valuation is considered fairly valued, ranking 4 out of 118 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 382.33.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

Industry at a Glance

Industry Ranking
4 / 118
Overall Ranking
71 / 4536
Industry
Investment Banking & Investment Services

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score
Previous score

Media Coverage

Last 24 hours
Coverage Level

Very Low
Very High
Positive

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 2.65, 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 ETHSX
Star Investor ETHSX holds 40.00 shares of this stock.

Analyst Rating

Based on 6 analysts
Strong Buy
Current Rating
382.333
Target Price
+22.24%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Financial Health

Currency: USD Updated: 2026-01-30

The current financial score of Affiliated Managers Group Inc is 7.06, ranking 49 out of 118 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

Industry at a Glance

Previous score
7.06
Change
0

Financials

9.68

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

5.35

Operational Efficiency

5.83

Growth Potential

5.95

Shareholder Returns

8.46

Affiliated Managers Group Inc's Company Valuation

Currency: USD Updated: 2026-01-30

The current valuation score of Affiliated Managers Group Inc is 6.20, ranking 86 out of 118 in the Investment Banking & Investment Services industry. Its current P/E ratio is 17.22, which is 5.26% below the recent high of 18.13 and 79.04% above the recent low of 3.61.

Score

Industry at a Glance

Previous score
6.20
Change
0

Valuation Dimensions

P/E
P/B
P/S
P/CF
Industry Ranking 4/118
Relevant data have not been disclosed by the company yet.

Earnings Forecast

Currency: USD Updated: 2026-01-30

The current earnings forecast score of Affiliated Managers Group Inc is 9.00, ranking 5 out of 118 in the Investment Banking & Investment Services industry. The average price target is 298.00, with a high of 395.00 and a low of 282.00.

Score

Industry at a Glance

Previous score
9.00
Change
0

Support & Resistance

Relevant data have not been disclosed by the company yet.

Analyst Rating

Based on 6 analysts
Strong Buy
Current Rating
382.333
Target Price
+22.24%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell

Peer Comparison

71
Total
7
Median
8
Average
Company name
Ratings
Analysts
Affiliated Managers Group Inc
AMG
6
Blackstone Inc
BX
23
KKR & Co Inc
KKR
21
BlackRock Inc
BLK
18
State Street Corp
STT
18
Bank of New York Mellon Corp
BK
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: 2026-01-30

The current price momentum score of Affiliated Managers Group Inc is 9.00, ranking 25 out of 118 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 335.61 and the support level at 288.95, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
8.95
Change
0.05

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.

Indicators
Sell(2)
Neutral(4)
Buy(1)
Indicators
Value
Direction
MACD(12,26,9)
-4.683
Neutral
RSI(14)
56.145
Neutral
STOCH(KDJ)(9,3,3)
27.656
Neutral
ATR(14)
8.993
Low Volatility
CCI(14)
-52.195
Neutral
Williams %R
69.131
Sell
TRIX(12,20)
0.437
Sell
StochRSI(14)
84.101
Buy
Moving Average
Sell(2)
Neutral(0)
Buy(4)
Indicators
Value
Direction
MA5
311.954
Buy
MA10
318.202
Sell
MA20
313.417
Sell
MA50
289.773
Buy
MA100
266.181
Buy
MA200
230.522
Buy

Institutional Confidence

Currency: USD Updated: 2026-01-30

The current institutional shareholding score of Affiliated Managers Group Inc is 10.00, ranking 1 out of 118 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 2.67M shares, representing 9.50% of shares outstanding, with 9.48% decrease in holdings.

Score

Industry at a Glance

Previous score
10.00
Change
0

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name
Shares Held
Chg %
The Vanguard Group, Inc.
Star Investors
2.76M
-1.42%
BlackRock Institutional Trust Company, N.A.
2.32M
-0.05%
Atlanta Capital Management Company, L.L.C.
1.71M
-0.95%
Ariel Investments, LLC
Star Investors
1.26M
-6.73%
Clarkston Capital Partners, LLC
1.23M
-14.14%
Boston Partners
1.16M
+2.14%
Millennium Management LLC
1.02M
-35.19%
State Street Investment Management (US)
963.71K
-1.75%
Dimensional Fund Advisors, L.P.
684.12K
+1.17%
Citadel Advisors LLC
645.14K
+0.84%
1
2

Risk Assessment

Currency: USD Updated: 2026-01-30

The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Investment Banking & Investment Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of Affiliated Managers Group Inc is 8.32, ranking 43 out of 118 in the Investment Banking & Investment Services industry. The company's beta value is 1.21. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets. Affiliated Managers Group Inc’s latest ESG disclosure is at an average level in the Investment Banking & Investment Services industry, showing no material impact on overall risk.

Score

Industry at a Glance

Previous score
8.32
Change
0
Beta vs S&P 500 index
1.21
VaR
+2.96%
240-Day Maximum Drawdown
+17.04%
240-Day Volatility
+32.76%

Return

Best Daily Return
60 days
+7.82%
120 days
+7.82%
5 years
+11.50%
Worst Daily Return
60 days
-2.96%
120 days
-4.57%
5 years
-12.38%
Sharpe Ratio
60 days
+4.00
120 days
+3.27
5 years
+0.62

Risk Assessment

Maximum Drawdown
240 days
+17.04%
3 years
+26.98%
5 years
+41.24%
Return-to-Drawdown Ratio
240 days
+4.93
3 years
+1.67
5 years
+0.48
Skewness
240 days
+0.56
3 years
-0.34
5 years
+0.23

Volatility

Realised Volatility
240 days
+32.76%
5 years
+31.29%
Standardised True Range
240 days
+1.88%
5 years
+1.39%
Downside Risk-Adjusted Return
120 days
+576.90%
240 days
+576.90%
Maximum Daily Upside Volatility
60 days
+18.57%
Maximum Daily Downside Volatility
60 days
+16.66%

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
Affiliated Managers Group Inc
AMG
8.13 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
State Street Corp
State Street Corp
STT
8.35 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Interactive Brokers Group Inc
Interactive Brokers Group Inc
IBKR
8.28 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Bgc Group Inc
Bgc Group Inc
BGC
8.24 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Ameriprise Financial Inc
Ameriprise Financial Inc
AMP
8.24 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
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XP Inc
XP Inc
XP
8.12 /10
Score
Financial Health
Valuation Dimensions
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