Audited annual filings, TTM ratios and consensus forward estimates
Wall Street price targets and rating actions
Revenue disaggregation per 10-K filing
Annual filings (FY) with consensus forward estimates (hatched)
Current price $383.42
Latest analyst grade actions
| Date | Firm | Action | Previous | New grade |
|---|---|---|---|---|
| Oct 12, 26 |
| TD Cowen |
| maintain |
| Buy |
| Buy |
| Sep 29, 26 | TD Cowen | maintain | Buy | Buy |
| May 13, 26 | TD Cowen | maintain | Buy | Buy |
| May 4, 26 | TD Cowen | maintain | Buy | Buy |
| Apr 27, 26 | Barrington Research | maintain | Outperform | Outperform |
| Jan 14, 26 | TD Cowen | maintain | Buy | Buy |
| Jan 6, 26 | Goldman Sachs | maintain | Buy | Buy |
| Dec 15, 25 | TD Cowen | maintain | Buy | Buy |
| Nov 4, 25 | Barrington Research | maintain | Outperform | Outperform |
1255 daily bars · split adjusted
Daily · Wilder smoothing
Classic floor pivots from 2026-10-23
Computed from daily OHLCV bars
| Indicator | Value | Type | Action |
|---|---|---|---|
| RSI (14) | 54.29 | Oscillator | Neutral |
| Stochastic %K (14, 3, 3) | 77.35 | Oscillator | Neutral |
| Williams %R (14) | -53.19 | Oscillator | Neutral |
| MACD (12, 26, 9) | 6.25 (Hist 0.49) | Oscillator | Strong Buy |
| Average Directional Index (14) | 17.95 (+DI 23.0 / -DI 14.2) | Trend | Neutral |
| EMA 20 | 380.69 | MA | Buy |
| SMA 20 | 380.29 | MA | Buy |
| EMA 50 | 371.26 | MA | Strong Buy |
| SMA 50 | 368.95 | MA | Strong Buy |
| SMA 200 | 330.51 | MA | Strong Buy |
Free float vs. closely held shares
13F institutional holdings are not available in the current data plan.
SEC Form 4 filings
| Date | Insider | Role | Type | Shares @ price | Value |
|---|---|---|---|---|---|
| Aug 15, 26 | Matos Rodriguez Felix V. | director | M-Exempt | 848 | — |
| Aug 15, 26 | Matos Rodriguez Felix V. | director | M-Exempt | 848 | — |
| Aug 15, 26 | Franqui Annette | director | M-Exempt | 477 | — |
| Aug 15, 26 | Franqui Annette | director | M-Exempt | 477 | — |
| Aug 15, 26 | Matos Rodriguez Felix V. | director | M-Exempt | 654 | — |
| Aug 15, 26 | Matos Rodriguez Felix V. | director | M-Exempt | 654 | — |
| Aug 15, 26 | Starr Loren M | director | M-Exempt | 716 | — |
| Aug 15, 26 | Starr Loren M | director | M-Exempt | 716 | — |
FY2025 · 10-K disclosure
TTM vs. 5-year historical average (annual ratios)
| Metric | AMG | Historical (5Y) / ref | Status |
|---|---|---|---|
| P/E ratio (TTM) | 12.3x | 9.6x · sector 20.4x | Discount |
| Forward P/E (FY26E) | 10.3x | EPS est. 37.21 | Discount |
| Price / Book | 3.3x | 2.0x | Elevated |
| Price / Sales | 3.9x | 2.8x | Elevated |
| EV / EBITDA | 7.5x | 6.0x | Elevated |
| Return on equity | 26.9% | — | Top tier |
| Gross margin | 79.9% | 61.5% | Above hist. |
| Debt / Equity | 0.99 | 0.80 | Moderate |
| Piotroski / Altman Z | 7/9 | Z 3.29 | Safe zone |
Discounted cash flow model
SEC EDGAR filings · last 12 months
| Form | Filed | Accepted | Document |
|---|---|---|---|
| 4/A | Sep 25, 2026 | 2026-09-25 17:01:44 | View |
| N-PX | Aug 28, 2026 | 2026-08-28 16:33:38 | View |
| 4 | Aug 18, 2026 | 2026-08-18 17:04:24 | View |
| 4 | Aug 18, 2026 | 2026-08-18 17:03:29 | View |
| 4 | Aug 18, 2026 | 2026-08-18 17:02:32 | View |
| 4 | Aug 18, 2026 | 2026-08-18 17:01:32 | View |
| 13F-NT | Aug 13, 2026 | 2026-08-13 16:30:04 | View |
| SC 13G/A | Aug 12, 2026 | 2026-08-12 14:52:20 | View |
| 10-Q | Aug 7, 2026 | 2026-08-07 17:28:18 | View |
| 4 | Aug 3, 2026 | 2026-08-03 17:10:52 | View |
Proxy statement (DEF 14A) disclosures
Stock news · updated daily
Investors interested in Financial - Investment Management stocks are likely familiar with Affiliated Managers Group (AMG) and BlackRock (BLK). But which of these two stocks is more attractive to value investors?
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CWA Asset Management Group LLC raised its holdings in Affiliated Managers Group, Inc. (NYSE: AMG) by 37.0% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 7,537 shares of the asset manager's stock after buying an additional 2,036 shares during the period.
Affiliated Managers Group, Inc. (NYSE: AMG - Get Free Report) has been assigned a consensus recommendation of "Moderate Buy" from the seven analysts that are presently covering the company, MarketBeat reports. One research analyst has rated the stock with a hold rating and six have given a buy rating to the company. The average 12-month target
Affiliated Managers Group, Inc. AMG stock touched a 52-week high of $395 during yesterday's trading session before closing at $381.83. Investor optimism is driven by growth in private markets and liquid alternatives, strategic affiliate investments, robust recurring cash flows and an increased 2026 share repurchase target.
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Affiliated Managers (AMG) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.
Affiliated Managers (AMG) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Reported EPS vs. consensus estimate
| Report date | EPS est. | EPS actual | Surprise | Revenue |
|---|---|---|---|---|
| Jul 29, 2026 | 7.90 | 8.29 | Beat 4.9% | $640.7M |
| May 1, 2026 | 8.10 | 8.23 | Beat 1.6% | $544.9M |
| Feb 12, 2026 | 8.75 | 9.48 | Beat 8.3% | $556.6M |
| Nov 3, 2025 | 5.83 | 6.10 | Beat 4.6% | $528.0M |
| Jul 31, 2025 | 5.26 | 5.39 | Beat 2.5% | $493.2M |
| May 8, 2025 | 5.10 | 5.20 | Beat 2.0% | $496.6M |