AFFILIATED MANAGERS GROUP, INC.
AFFILIATED MANAGERS GROUP, INC.
Insider Sentiment (TTM):
Last Purchase:2026-06-01Last Sale:2026-06-08Shares Purchased (TTM):2,250Shares Sold (TTM):48,102
Institutional Sentiment:
As of:2026-03-31Institutional Shares Owned:23,480,609Shares Outstanding:26,800,000Institutional Ownership Pct.:87.61%
Earnings Market Reaction:
Filing Date:2026-05-07Price on Filing Date:N/APrevious Close:N/A% Change:N/A
AFFILIATED MANAGERS GROUP, INC. (AMG) — SEC Financial Statements & Analysis
AFFILIATED MANAGERS GROUP, INC. (AMG) files its annual 10-K and quarterly 10-Q reports directly with the SEC. The financial data below is sourced as-filed from EDGAR — balance sheet, income statement, and cash flow as reported, without normalization or third-party adjustments.
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Financial Statements
Values in Millions ($) | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 | 2023-12-31 | 2023-09-30 | 2023-06-30 | Subscriber-only column | Subscriber-only column | Subscriber-only column | Subscriber-only column | Data beyond 3 years is for subscribers only. Unlock 17+ years of financial data Start 7-day free trial |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Cash And Cash Equivalents At Carrying Value | 376 | 586 | 476 | 361 | 817 | 950 | 1,011 | 866 | 793 | 814 | 999 | 786 | |||||
Accounts Receivable Net | 871 | 496 | 668 | 571 | 582 | 410 | 457 | 457 | 526 | 368 | 429 | 487 | |||||
Marketable Securities | - | - | - | - | - | - | 66 | 167 | 349 | 461 | 462 | 444 | |||||
Goodwill | 2,524 | 2,531 | 2,528 | 2,538 | 2,513 | 2,505 | 2,532 | 2,516 | 2,518 | 2,524 | 2,509 | 2,660 | |||||
Intangible Assets Net Excluding Goodwill | 1,586 | 1,639 | 1,703 | 1,716 | 1,704 | 1,778 | 1,807 | 1,796 | 1,802 | 1,812 | 1,810 | 1,863 | |||||
Investments In Affiliates Subsidiaries Associates … | 2,966 | 2,870 | 2,529 | 2,618 | 2,160 | 2,247 | 2,148 | 2,162 | 2,214 | 2,289 | 2,035 | 1,944 | |||||
Property Plant And Equipment Net | 70 | 54 | 55 | 57 | 57 | 58 | 61 | 63 | 66 | 67 | 64 | 66 | |||||
Other Investments | - | - | - | - | - | - | 533 | 530 | 523 | 481 | 458 | 457 | |||||
Other Assets | 283 | 318 | 309 | 303 | 290 | 289 | 288 | 289 | - | 244 | 238 | 260 | |||||
Assets | 9,396 | 9,207 | 8,928 | 8,808 | 8,714 | 8,831 | 8,903 | 8,845 | 9,025 | 9,060 | 9,004 | 8,966 | |||||
Accounts Payable And Accrued Liabilities Current A… | 1,098 | 807 | 880 | 692 | 666 | 639 | 626 | 637 | 634 | 629 | 636 | 603 | |||||
Long Term Debt | 2,919 | 2,691 | 2,372 | 2,621 | 2,621 | 2,620 | 2,620 | 2,525 | 2,525 | 2,538 | 2,537 | 2,536 | |||||
Deferred Income Tax Liabilities Net | 479 | 533 | 542 | 544 | 521 | 521 | 522 | 499 | 488 | 464 | 452 | 488 | |||||
Other Liabilities | 653 | 754 | 595 | 475 | 442 | 402 | 465 | 530 | 465 | 466 | 482 | 470 | |||||
Liabilities | 5,148 | 4,785 | 4,388 | 4,333 | 4,249 | 4,182 | 4,232 | 4,191 | 4,111 | 4,096 | 4,107 | 4,097 | |||||
Redeemable Noncontrolling Interest Equity Carrying… | 264 | 247 | 274 | 336 | 366 | 351 | 397 | 391 | 393 | 393 | 432 | 501 | |||||
Stockholders Equity Inclu… | |||||||||||||||||
Common Stock Value | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | |||||
Additional Paid In Capital Common Stock | 555 | 616 | 715 | 701 | 668 | 733 | 711 | 713 | 712 | 741 | 722 | 652 | |||||
Retained Earnings Accumulated Deficit | 7,726 | 7,615 | 7,268 | 7,056 | 6,972 | 6,900 | 6,738 | 6,615 | 6,539 | 6,390 | 6,194 | 5,977 | |||||
Stockholders Equity Before Treasury Stock | 8,163 | 8,125 | 7,875 | 7,633 | 7,465 | 7,470 | 7,311 | 7,164 | 7,094 | 6,964 | 6,737 | 6,469 | |||||
Treasury Stock Value | - | - | - | - | - | - | - | - | -3,504 | - | - | -3,071 | |||||
Treasury Stock Common Value | -5,073 | -4,887 | -4,531 | -4,394 | -4,276 | -4,125 | -3,995 | -3,834 | - | -3,376 | -3,242 | - | |||||
Stockholders Equity | 3,984 | 4,175 | 3,343 | 3,239 | 3,188 | 4,298 | 3,316 | 4,263 | 4,521 | 4,570 | 3,495 | 3,398 | |||||
Other Minority Interests | 894 | 937 | 923 | 900 | 911 | 953 | 958 | 932 | 930 | 982 | 969 | 970 | |||||
Liabilities And Stockholders Equity | 9,396 | 9,207 | 8,928 | 8,808 | 8,714 | 8,831 | 8,903 | 8,845 | 9,025 | 9,060 | 9,004 | 8,966 | |||||
Common Stock Par Or Stated Value Per Share | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | |||||
Common Stock Shares Authorized | 153 | 153 | 153 | 153 | 153 | 153 | 153 | 153 | 153 | 153 | 153 | 153 | |||||
Common Stock Shares Issued | 59 | 59 | 59 | 59 | 59 | 59 | 59 | 59 | 59 | 59 | 59 | 59 | |||||
Treasury Stock Common Shares | 32 | 32 | 30 | 30 | 30 | 29 | 28 | 28 | 26 | 25 | 24 | 23 | |||||
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Earnings Market Reaction
| Fiscal Year | Q1 1 Month | Q1 2 Month | Q1 3 Month | Q2 1 Month | Q2 2 Month | Q2 3 Month | Q3 1 Month | Q3 2 Month | Q3 3 Month | Q4 1 Month | Q4 2 Month | Q4 3 Month |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.71% | 14.85% | - | - | - | - | - | - | - | - | - | - |
| 2025 | -2.84% | 9.12% | 19.11% | 7.18% | 13.96% | 14.55% | 3.88% | 14.41% | 23.59% | -15.80% | -11.65% | -6.25% |
| 2024 | 4.53% | 0.44% | 13.80% | 2.54% | 5.13% | 14.79% | 2.39% | 2.45% | 1.93% | -6.17% | -12.51% | 2.36% |
| 2023 | 3.01% | 5.56% | -2.74% | -3.76% | -7.65% | -13.14% | 4.83% | 16.03% | 16.26% | 1.52% | 5.84% | 2.32% |
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Performance and Valuation Metrics
Metrics | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 | 2023-12-31 | 2023-09-30 | 2023-06-30 | Subscriber-only column | Subscriber-only column | Subscriber-only column | Subscriber-only column | Data beyond 3 years is for subscribers only. Unlock 17+ years of financial data Start 7-day free trial |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Leverage & Debt | |||||||||||||||||
| Interest Coverage TTM | - | - | - | - | - | 24.22 | 14.33 | 11.42 | 9.63 | 9.82 | 14.37 | 13.32 | |||||
Per Share Metrics | |||||||||||||||||
| Diluted EPS TTM | 27.44 | 21.72 | 18.21 | 15.74 | 13.32 | 14.17 | 18.74 | 21.42 | 21.63 | 21.47 | 28.82 | 26.82 | |||||
| Free Cash Flow Per Share TTM | 39.38 | 33.93 | 32.54 | 32.02 | 31.77 | 29.86 | 32.11 | 31.53 | 25.52 | 24.56 | 24.87 | 24.08 | |||||
| Dividend Per Share TTM | 3.16 | 0.04 | 0.04 | 0.04 | 0.05 | 0.05 | 0.04 | 0.04 | 0.04 | 0.04 | 0.05 | 0.04 | |||||
Margin Metrics | |||||||||||||||||
| Gross Profit Margin TTM | 93.37% | 93.42% | 93.29% | 93.18% | 93.25% | 93.47% | 92.08% | 92.29% | 92.47% | 92.50% | 94.17% | 94.44% | |||||
| Operating Profit Margin TTM | 59.01% | 57.19% | 45.76% | 38.86% | 39.05% | 45.23% | 45.73% | 52.76% | 54.50% | 53.04% | 89.57% | 79.78% | |||||
| Net Profit Margin TTM | 35.55% | 34.54% | 29.34% | 24.33% | 21.31% | 25.07% | 32.48% | 37.28% | 42.51% | 44.03% | 59.71% | 52.56% | |||||
Growth Metrics | |||||||||||||||||
| Net Revenue Growth (1Y) | 4.18% | 1.64% | 1.13% | 0.12% | -0.13% | -0.82% | -3.60% | -5.59% | -8.90% | -11.67% | -15.60% | -13.33% | |||||
| Net Income Growth (1Y) | 73.79% | 40.07% | -8.63% | -34.64% | -49.94% | -43.54% | -47.57% | -33.04% | -22.26% | -20.93% | 90.85% | 61.42% | |||||
| EPS Growth (1Y) | 89.35% | 52.85% | -3.16% | -27.76% | -43.77% | -36.28% | -39.21% | -23.69% | -14.91% | -13.27% | 108.89% | 74.00% | |||||
Valuation Metrics | |||||||||||||||||
| P/E TTM | 9.83 | 11.46 | 11.30 | 11.35 | 11.30 | 11.24 | 8.16 | 6.51 | 6.33 | 5.86 | 3.63 | 4.76 | |||||
| P/B | 1.86 | 1.97 | 2.03 | 1.73 | 1.54 | 1.34 | 1.61 | 1.15 | 1.21 | 1.16 | 1.30 | 1.58 | |||||
| P/S TTM | 3.49 | 3.96 | 3.32 | 2.76 | 2.41 | 2.82 | 2.65 | 2.43 | 2.69 | 2.58 | 2.17 | 2.50 | |||||
| Market Cap | 7.42B | 8.22B | 6.77B | 5.61B | 4.91B | 5.75B | 5.35B | 4.92B | 5.49B | 5.31B | 4.55B | 5.38B | |||||
| Enterprise Value | 9.96B | 10.32B | 8.67B | 7.87B | 6.71B | 7.42B | 6.96B | 6.58B | 7.22B | 7.04B | 6.08B | 7.13B | |||||
Calculated Values | |||||||||||||||||
| Free Cash Flow TTM | 1.06B | 967.10M | 924.00M | 912.60M | 927.80M | 928.70M | 966.40M | 993.20M | 837.20M | 861.90M | 867.80M | 864.40M | |||||
| Net Debt | 2.54B | 2.11B | 1.90B | 2.26B | 1.80B | 1.67B | 1.61B | 1.66B | 1.73B | 1.72B | 1.54B | 1.75B | |||||
Per-Share and Margin | |||||||||||||||||
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Growth Rates | |||||||||||||||||
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Credit, Liquidity, Returns, Payout | |||||||||||||||||
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| Total Debt | |||||||||||||||||
| Invested Capital | |||||||||||||||||
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Insider Transactions
2026-06-08Sale
Owner: Horgen, Jay C.
Title: President and CEO
Shares: 17,500
Price/Share: $338.27
Value: $5,919,725.00
Shares Owned: 204,706
Relationship: Director,Officer
Ownership: Direct
2026-06-01Purchase
Owner: Franqui, Annette
Title: -
Shares: 750
Price/Share: $304.88
Value: $228,660.00
Shares Owned: 1,962
Relationship: Director
Ownership: Direct
2026-05-08Sale
Owner: Matos, Rodriguez Felix V.
Title: -
Shares: 1,000
Price/Share: $300.18
Value: $300,180.00
Shares Owned: 4,369
Relationship: Director
Ownership: Direct
2026-05-06Purchase
Owner: Cates, G. Staley
Title: -
Shares: 1,500
Price/Share: $305.83
Value: $458,745.00
Shares Owned: 6,405
Relationship: Director
Ownership: Direct
2026-05-06Sale
Owner: Ryan, David Christopher
Title: -
Shares: 3,402
Price/Share: $305.06
Value: $1,037,814.12
Shares Owned: 1,092
Relationship: Director
Ownership: Direct
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Institutional Ownership
No data available for chart
2026-03-31
87.61%
Inst. Shares: 23,480,609
Shares Outstanding: 26,800,000
2025-12-31
87.57%
Inst. Shares: 24,956,461
Shares Outstanding: 28,500,000
2025-09-30
88.98%
Inst. Shares: 25,270,111
Shares Outstanding: 28,400,000
2025-06-30
89.31%
Inst. Shares: 25,452,184
Shares Outstanding: 28,500,000
2025-03-31
89.09%
Inst. Shares: 26,015,142
Shares Outstanding: 29,200,000