your badges 52W Range $230–$393 87% of range Analyst Rating BUY 10 analysts Price Target $438 +18% upside P/E 16.3 ROE 21.8% Net Profit Margin 34.5%

AMG Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $371.43
P/E (TTM) 16.3
EPS (TTM) $22.74
Revenue (TTM) $2.07B
ROE (TTM) 21.8%
52W Range $230–$393

AMG Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
range
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Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.

Stock splits 1
Ex-date Split Type
March 30, 2004 3-for-2 Forward

About Affiliated Managers Group, Inc. Common Stock Company overview from Wikipedia

05 · wikidata

Affiliated Managers Group, Inc. (AMG) is an American financial services firm founded in 1993 and headquartered in West Palm Beach, Florida. The company's stock trades on the New York Stock Exchange under the symbol AMG, and is listed on the S&P 400 for mid-size American firms.

AMG operates as a strategic partner to independent investment management firms globally, with equity stakes in a number of partner-owned traditional investment managers, hedge funds, and specialized private equity firms which it calls “Affiliates.” The company has principal offices in West Palm Beach, Florida; Prides Crossing, Massachusetts; Stamford, Connecticut; and London, United Kingdom. The company was founded in December 1993 by William J. Nutt in Boston, Massachusetts, as a privately owned company with initial backing from TA Associates; Its initial public offering on the New York Stock Exchange occurred in November 1997. Today, AMG's Affiliates manage $651 billion in assets in aggregate.

AMG's strategy is to generate value by investing in an array of independent firms and supporting their long-term growth, through an approach in which significant equity ownership is retained by the management partners of each Affiliate, and each Affiliate operates and invests autonomously from AMG and from other Affiliates. The Affiliate principals’ ‘skin in the game’ incentivizes them to maximize long-term value creation, and their retained investment independence preserves the entrepreneurial cultures of each Affiliate firm.

## History

In 1993, AMG was founded by William Nutt.

In 1997, AMG invested in Tweedy, Browne and completed its initial public offering, listing on the New York Stock Exchange.

In 2004, AMG established a U.S. retail platform which would enable its Affiliates to manufacture, market, and distribute products to the U.S. wealth marketplace. AMG also made a minority investment in AQR, a quantitative investment manager and hedge fund firm, its first investment in an alternative investment firm, and its first minority investment.

In 2005, Sean M. Healey was named chief executive officer.

In 2007, AMG opened its first non-U.S. institutional distribution office in Sydney, Australia, to provide sales and marketing services to institutional clients in Australia and New Zealand. Today, AMG operates distribution capabilities serving the Asia, Australia, Europe / U.K., and Middle East marketplaces.

In 2009, AMG announced investments in Harding Loevner and Gannett Welsh & Kotler.

In 2010, AMG acquired a majority stake in Pantheon Ventures. The private equity company was AMG's largest investment to date. AMG also invested in Artemis Investment Management.

In 2016, AMG made an investment in leading technology-driven liquid alternative firm Systematica Investments.

In 2018, after being diagnosed with ALS, Sean Healey stepped down from his position as chief executive officer. He died in May 2020. Nathaniel Dalton, previously president and chief operating officer, succeeded him.

In 2019, Jay Horgen succeeded Dalton as president and chief executive officer. Horgen joined AMG in 2007 and previously served as chief financial officer, as well as executive vice president, focusing on investments in new AMG Affiliates.

In 2021, AMG invested in four companies, including Parnassus Investments, the largest ESG-dedicated fund manager in the U.S.

In 2022, AMG increased its investment in Systematica Investments, a quantitative and systematic investment firm.

Other Information

AMG is known for its research, on independent firms’ advantages in consistently generating excess returns.

The company is also known for its commitment to corporate citizenship and community engagement. AMG was a founding donor to the Sean M. Healey and AMG Center for ALS at Massachusetts General Hospital, and continues to support the Center with fundraising and charitable events.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

sectorFinancial Services industryFinancial Services employees5,600 countryUS

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$2.07B
2016-12-31 → 2025-12-31
EPS$22.74
2016-12-31 → 2025-12-31
Free Cash Flow$967M
2019-12-31 → 2025-12-31
Net margin34.5%
2019-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend AMG 5Y avg Peer Median Verdict
P/E (TTM) 16.35Y avg ≈10.5 ≈10.5 15.5 Undervalued
PEG Ratio ≈0.4 · · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Payout Ratio0.14%
Annualized Payout≈$0.04Paid quarterly
5Y Div CAGR≈0.00%Per share, split-adjusted
Ex-dateAmountCurrencyYield
Aug 10, 2026$0.01USD≈0.01%
May 11, 2026$0.01USD≈0.01%
Feb 23, 2026$0.01USD≈0.01%
Nov 13, 2025$0.01USD≈0.02%
Aug 11, 2025$0.01USD≈0.02%
May 19, 2025$0.01USD≈0.02%
Feb 18, 2025$0.01USD≈0.02%
Nov 14, 2024$0.01USD≈0.02%
Aug 8, 2024$0.01USD≈0.02%
May 15, 2024$0.01USD≈0.02%
Feb 14, 2024$0.01USD≈0.03%
Nov 15, 2023$0.01USD≈0.03%
Aug 4, 2023$0.01USD≈0.03%
May 10, 2023$0.01USD≈0.03%
Feb 15, 2023$0.01USD≈0.02%
Nov 16, 2022$0.01USD≈0.03%
Aug 10, 2022$0.01USD≈0.03%
May 11, 2022$0.01USD≈0.03%
Feb 16, 2022$0.01USD≈0.03%
Nov 9, 2021$0.01USD≈0.02%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise 2.5%
Next Report Nov 02, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Jul 29, 2026 $8.29 $8.00 3.6%
March 31, 2026 $8.23 $8.15 0.94%
Dec. 31, 2025 $9.48 $8.93 6.2%
Sept. 30, 2025 $6.10 $5.95 2.6%
June 30, 2025 $5.39 $5.34 0.95%
March 31, 2025 $5.20 $5.15 0.92%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 13
Metric Trend 2025202420232022202120202019201820172016
Revenue $2.07B$2.04B$2.06B$2.33B$2.41B$2.03B$2.24B$2.38B$2.31B$2.19B
SG&A Expense $409M$376M$358M$386M$347M$321M$377M$418M$373M$398M
Operating Expenses $1.81B$1.51B$1.50B$1.67B$1.63B$1.51B$1.62B$1.69B$1.60B$1.60B
Operating Income ········$1.11B$1.03B
Interest Expense ··$124M$114M$111M$92M$76M$81M$88M$92M
Other Non-op ········$-41M$-60M
Pretax Income $1.19B$923M$1.09B$1.75B$1.14B$508M$308M$714M$1.07B$975M
Income Tax $282M$183M$185M$358M$251M$81M$3M$181M$58M$236M
Net Income $717M$512M$673M$1.15B$566M$202M$16M$244M$690M$473M
EPS (Basic) $25.18$16.45$19.18$29.77$13.65$4.34$0.31$4.55$12.30$8.73
EPS (Diluted) $22.74$15.13$17.42$25.35$13.05$4.33$0.31$4.52$12.03$8.57
Shares (Basic) 28,500,00031,100,00035,100,00038,500,00041,500,00046,500,00050,500,00053,600,00056,000,00054,200,000
Shares (Diluted) 33,000,00036,100,00042,200,00049,000,00044,800,00046,700,00050,600,00053,800,00058,600,00057,000,000
Balance Sheet 16
Metric Trend 2025202420232022202120202019201820172016
Cash & Equivalents $586M$950M$814M$429M$908M$1.04B$540M$566M$440M$431M
PP&E (Net) $54M$58M$67M$68M$74M$80M$92M$104M$111M$110M
PP&E (Gross) $213M$214M$213M$230M$239M$255M$251M$251M$247M$234M
Accum. Depreciation $159M$156M$146M$161M$165M$176M$159M$146M$136M$124M
Goodwill $2.53B$2.50B$2.52B$2.65B$2.69B$2.66B$2.65B$2.63B$2.66B$2.63B
Intangibles $1.64B$1.78B$1.81B$1.88B$1.97B$1.05B$1.18B$1.31B$1.45B$1.50B
Total Assets $9.21B$8.83B$9.06B$8.88B$8.88B$7.89B$7.65B$8.22B$8.70B$8.75B
Deferred Tax $533M$520M$464M$465M$503M$423M$450M$512M$467M·
Total Liabilities $4.79B$4.18B$4.10B$4.24B$4.49B$3.90B$3.24B$3.25B$3.31B$3.65B
Long-term Debt $2.69B$2.62B$2.54B$2.54B$2.49B$2.31B$1.79B$1.83B$809M$869M
Common Stock $600.0K$600.0K$600.0K$600.0K$600.0K$600.0K$600.0K$600.0K$600.0K$600.0K
Retained Earnings $7.62B$6.90B$6.39B$5.72B$4.57B$4.01B$3.82B$3.88B$3.70B$3.05B
Treasury Stock $4.89B$4.12B$3.38B$2.98B$2.35B$1.86B$1.48B$1.15B$664M$386M
Stockholders' Equity $3.24B$3.35B$3.59B$3.23B$2.79B$2.78B$2.94B$3.46B$3.82B$3.62B
Liabilities + Equity $9.21B$8.83B$9.06B$8.88B$8.88B$7.89B$7.65B$8.22B$8.70B$8.75B
Shares Outstanding ·····58,500,00058,500,00058,500,00058,500,00058,500,000
Cash Flow 17
Metric Trend 2025202420232022202120202019201820172016
Stock-based Comp ·$112M$112M$114M$127M$119M$90M···
Deferred Tax $84M$61M$31M$32M$91M$27M$-56M$52M$-124M$59M
Amort. of Intangibles ·········$110M
Operating Cash Flow $973M$932M$874M$1.05B$1.26B$1.01B$929M$1.14B$1.17B$1.05B
CapEx $6M$3M$12M$11M$8M$8M$10M$19M$18M$20M
Investing Cash Flow $-206M$379M$264M$-110M$-584M$-54M$-24M$-18M$14M$-1.33B
Debt Issued $899M$848M$25M$0$200M$875M$471M$1.15B$545M$1.35B
Net Debt Issued $73M$98M$0$-61M$167M$525M$-39M···
Stock Issued ·······$10M$42M$466M
Stock Repurchased $706M$710M$342M$714M$595M$335M$356M$496M$351M$33M
Net Stock Activity $-706M$-710M$-342M$-714M$-595M$-335M$-356M···
Dividends Paid $1M$1M$2M$2M$2M$17M$65M$64M$45M$0
Financing Cash Flow $-1.15B$-1.18B$-758M$-1.40B$-798M$-455M$-935M$-983M$-1.19B$201M
Net Change in Cash $-370M$131M$387M$-481M$-124M$502M$-21M$129M$9M$-131M
Taxes Paid $111M$142M$314M$120M$87M$-12M$103M$160M$165M$152M
Free Cash Flow $967M$929M$862M$1.04B$1.25B$1.00B$920M···
Levered FCF ··$759M$952M$1.16B$923M$844M···
Profitability 4
Metric Trend 2025202420232022202120202019201820172016
Net Margin 34.5%25.1%32.7%49.2%23.4%10.0%0.70%···
Pretax Margin 57.2%45.2%53.0%75.0%47.3%25.1%13.8%···
ROA 8.0%5.7%7.5%12.9%6.8%2.6%0.20%···
ROE 21.8%14.8%19.7%38.1%20.3%7.1%0.49%···
Efficiency 1
Metric Trend 2025202420232022202120202019201820172016
Asset Turnover 0.20.20.20.30.30.30.3···
Per Share 6
Metric Trend 2025202420232022202120202019201820172016
Book Value / Share ·····$47.52$50.21···
Revenue / Share $62.86$56.53$48.76$47.54$53.85$43.42$44.26···
Cash Flow / Share $29.49$25.82$20.72$21.52$28.11$21.61$18.36···
Cash / Share ·····$17.77$9.22···
Dividend Paid / Share $0.04$0.04$0.04$0.04$0.04$0.35$1.28$1.20$0.80$0.00
EPS (TTM) $22.74$15.13$17.42$25.35$13.05$4.33$0.31$4.52$12.03$8.57
Growth Rates 10
Metric Trend 2025202420232022202120202019201820172016
Revenue YoY 1.6%-0.82%-11.7%-3.4%19.0%·····
Revenue CAGR 3Y -3.8%-5.4%0.50%·······
Revenue CAGR 5Y 0.46%·········
EPS YoY 50.3%-13.2%-31.3%94.2%201.4%·····
EPS CAGR 3Y -3.6%5.1%59.1%·······
EPS CAGR 5Y 39.3%·········
Net Income YoY 40.1%-24.0%-41.3%102.6%179.8%·····
Net Income CAGR 3Y -14.5%-3.3%49.3%·······
Net Income CAGR 5Y 28.8%·········
Dividends Paid CAGR 5Y -43.1%·········
Valuation (TTM) 12
Metric Trend 2025202420232022202120202019201820172016
Revenue TTM $2.07B$2.04B$2.06B$2.33B$2.41B$2.03B$2.24B$2.38B$2.31B$2.19B
Net Income TTM $717M$512M$673M$1.15B$566M$202M$16M$244M$690M$473M
Market Cap ·····$5.95B$4.96B···
P/E 12.712.28.76.212.623.5273.421.617.117.0
P/S ·····2.92.2···
P/B ·····2.11.7···
P / Cash Flow ·····5.95.3···
P / FCF ·····5.95.4···
Dividend Yield ·····0.28%1.3%···
Earnings Yield 7.9%8.2%11.5%16.0%7.9%4.3%0.37%4.6%5.9%5.9%
Payout Ratio 0.14%0.27%0.22%0.14%0.30%8.3%415.9%···
Annual Payout $1M$1M$2M$2M$2M$17M$65M$64M$45M$0

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $2.07B $2.04B $2.06B $2.33B $2.41B
Net Income $717M $512M $673M $1.15B $566M
Diluted EPS $22.74 $15.13 $17.42 $25.35 $13.05

Institutional owners (13F) 606 filers · $9.0B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 606
Value held $9.0B
New positions 80
Exited positions 52
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
80 (-24 vs prior Q) 52 (+9 vs prior Q) 159 (-60 vs prior Q) 218 (+90 vs prior Q) +689K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
BlackRock, Inc. $938,293,980 2,772,736 10.47% Shares
VANGUARD GROUP INC $773,623,884 2,683,585 8.64% Shares
MORGAN STANLEY $503,275,490 1,487,219 5.62% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $470,997,302 1,391,836 5.26% Shares
VANGUARD CAPITAL MANAGEMENT LLC $389,527,164 1,151,085 4.35% Shares
Boston Partners $339,149,256 1,001,967 3.79% Shares
ARIEL INVESTMENTS, LLC $338,290,358 999,676 3.78% Shares
STATE STREET CORP $298,916,503 883,323 3.34% Shares
MILLENNIUM MANAGEMENT LLC $296,139,254 875,116 3.31% Shares
FULLER & THALER ASSET MANAGEMENT, INC. $290,264,589 857,756 3.24% Shares
DIMENSIONAL FUND ADVISORS LP $226,804,617 670,195 2.53% Shares
GEODE CAPITAL MANAGEMENT, LLC $199,954,869 590,757 2.23% Shares
LYRICAL ASSET MANAGEMENT LP $160,024,622 472,886 1.79% Shares
Allianz Asset Management GmbH $153,629,877 453,989 1.71% Shares
BANK OF AMERICA CORP /DE/ $146,330,872 432,420 1.63% Shares
Invesco Ltd. $128,802,824 380,623 1.44% Shares
NORGES BANK $122,322,463 361,473 1.37% Shares
NORTHERN TRUST CORP $109,191,527 322,670 1.22% Shares
JANE STREET GROUP, LLC $104,610,945 309,134 1.17% Shares
Channing Capital Management, LLC $102,370,738 302,514 1.14% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $97,389,828 287,795 1.09% Shares
Bank of New York Mellon Corp $95,417,584 281,967 1.07% Shares
Qube Research & Technologies Ltd $90,940,601 268,737 1.02% Shares
GOLDMAN SACHS GROUP INC $87,419,211 258,331 0.98% Shares
Fisher Asset Management, LLC $83,403,362 246,463 0.93% Shares
RAYMOND JAMES FINANCIAL INC $80,957,494 239,235 0.90% Shares
Clarkston Capital Partners, LLC $77,386,327 228,683 0.86% Shares
BRUNI J V & CO /CO $71,095,810 210,094 0.79% Shares
CITADEL ADVISORS LLC $67,169,692 198,492 0.75% Shares
Kiltearn Partners LLP $62,463,902 184,586 0.70% Shares
Caisse de depot et placement du Quebec $61,602,674 182,041 0.69% Shares
FMR LLC $60,091,476 177,576 0.67% Shares
UBS Group AG $59,482,599 175,776 0.66% Shares
VANGUARD FIDUCIARY TRUST CO $56,120,933 165,842 0.63% Shares
ALLIANCEBERNSTEIN L.P. $52,500,781 189,739 0.59% Shares
JPMORGAN CHASE & CO $44,736,636 129,402 0.50% Shares
RENAISSANCE TECHNOLOGIES LLC $39,741,696 117,440 0.44% Shares
SEI INVESTMENTS CO $39,644,274 117,142 0.44% Shares
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $39,308,000 116,158 0.44% Shares
Quantinno Capital Management LP $36,796,654 108,737 0.41% Shares
LOOMIS SAYLES & CO L P $34,886,939 103,094 0.39% Shares
WELLS FARGO & COMPANY/MN $31,655,209 93,544 0.35% Shares
FIRST TRUST ADVISORS LP $30,541,615 90,253 0.34% Shares
NEW YORK STATE COMMON RETIREMENT FUND $30,147,718 89,089 0.34% Shares
Arbejdsmarkedets Tillaegspension $29,995,776 88,640 0.33% Shares
Polar Capital Holdings Plc $28,885,486 85,359 0.32% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $28,630,980 103,473 0.32% Shares
FRANKLIN RESOURCES INC $28,152,173 83,192 0.31% Shares
Empowered Funds, LLC $27,665,891 81,755 0.31% Shares
VICTORY CAPITAL MANAGEMENT INC $26,120,420 77,188 0.29% Shares

Show all 606 institutional owners →

Activists & 5%+ owners 1 position

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Affiliated Managers Group, Inc. Dec. 22, 2009 · Initial filing · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 38 insiders · 14 officers · 26 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Jay C. Horgen President and CEO June 8, 2026 M 204,706 0 1 $-5,919,725
Dava Ritchea Chief Financial Officer March 5, 2026 A 309 0 0 $0
Darrell W Crate Executive V.P. and CFO Feb. 17, 2011 M 3,111 0 0 $0
Thomas M Wojcik President and COO March 5, 2026 M 159,465 0 1 $-2,290,400
Kavita Padiyar General Counsel & Corp. Sec. March 5, 2026 A 42,672 0 1 $-612,128
Rizwan M Jamal Head of Affiliate Investments Oct. 16, 2024 G 199,233 0 0 $0
John R Erickson Head of Affiliate Engagement Aug. 15, 2023 M 58,054 0 0 $0
David M. Billings General Counsel and Secretary Nov. 15, 2022 M 18,965 0 0 $0
Hugh Cutler EVP, Global Distribution March 3, 2020 A 2,224 0 0 $0
Sean M Healey Executive Chairman March 3, 2020 A 161,021 0 0 $0
Peter W Macewen Chief Administrative Officer Jan. 2, 2018 F 26,135 0 0 $0
Andrew Dyson EVP(AMG Ltd.), Global Distrib. March 1, 2016 F 18,131 0 0 $0
John Kingston III Vice Chairman & Gen. Counsel May 8, 2014 M 15,325 0 0 $0
Seth W Brennan Executive Vice President Dec. 12, 2006 A 36,985 0 0 $0
Annette Franqui Director June 1, 2026 P 1,962 1 0 $228,660
Rodriguez Felix V. Matos Director May 8, 2026 S 4,369 0 1 $-300,180
Staley G. Cates Director May 6, 2026 P 6,405 1 0 $458,745
David Christopher Ryan Director May 6, 2026 S 1,092 0 1 $-1,037,814
Marcy Engel Director March 5, 2026 A · 0 0 $0
Karen L. Alvingham Director March 5, 2026 A 13,043 0 0 $0
Tracy P. Palandjian Director March 5, 2026 A 15,254 0 0 $0
Loren M Starr Director March 5, 2026 A 1,937 0 0 $0
Dwight D. Churchill Director Aug. 15, 2025 M 29,030 0 0 $0
Reuben Jeffery III Director Jan. 1, 2025 M 34,274 0 0 $0
Tracy A Atkinson Director March 5, 2024 M 4,020 0 0 $0
Glenn Earle Director Jan. 1, 2021 M 2,113 0 0 $0
Samuel T Byrne Director July 28, 2020 A 28,092 0 0 $0
Patrick T Ryan Director July 28, 2020 A 13,269 0 0 $0
Nathaniel Dalton Director March 3, 2020 F 206,589 0 0 $0
Niall Ferguson Director Feb. 4, 2020 A · 0 0 $0
Jide James Zeitlin Director Feb. 4, 2020 A 21,274 0 0 $0
William J Nutt Director May 4, 2015 M 131,478 0 0 $0
Harold J Meyerman Director Jan. 20, 2015 A 1,800 0 0 $0
Rita M Rodriguez Director July 22, 2014 A 14,652 0 0 $0
Richard E Floor Director Jan. 20, 2010 M 42,286 0 0 $0
Robert C Puff JR Director July 26, 2005 A 2,000 0 0 $0
Stephen J Lockwood Director May 18, 2005 M 7,500 0 0 $0
William F Weld Director Feb. 12, 2004 M 0 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 88 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
PFI · Invesco Exchange-Traded Fund Trust 1.57% 2,351 SH Oct. 2, 2026 Daily
FXO · First Trust Exchange-Traded AlphaDE… 1.30% 40,028 NS July 31, 2026 N-PORT
XMMO · Invesco Exchange-Traded Fund Trust 1.08% 207,412 SH Oct. 2, 2026 Daily
PGX · Invesco Exchange-Traded Fund Trust … 0.93% 1,833,128 Oct. 2, 2026 Daily
XMVM · Invesco Exchange-Traded Fund Trust 0.92% 12,446 SH Oct. 2, 2026 Daily
RFG · Invesco Exchange-Traded Fund Trust 0.81% 7,327 SH Oct. 2, 2026 Daily
FNY · First Trust Exchange-Traded AlphaDE… 0.69% 10,850 NS July 31, 2026 N-PORT
PAMC · Pacer Funds Trust 0.68% 991 NS July 31, 2026 N-PORT
PDP · Invesco Exchange-Traded Fund Trust 0.66% 26,282 SH Oct. 2, 2026 Daily
SMDX · Tidal Trust III 0.58% 2,067 NS July 31, 2026 N-PORT
FCPI · FIDELITY COVINGTON TRUST 0.57% 4,173 NS July 31, 2026 N-PORT
IVOG · VANGUARD ADMIRAL FUNDS 0.47% 26,061 SH Aug. 19, 2026 Daily
PFF · iShares Trust 0.45% 3,009,469 SH Sept. 11, 2026 Daily
IQSM · New York Life Investments ETF Trust 0.36% 3,277 NS July 31, 2026 N-PORT
EWN · iShares, Inc. 0.36% 66,772 SH Sept. 11, 2026 Daily
QVMM · Invesco Exchange-Traded Fund Trust … 0.33% 3,639 SH Oct. 2, 2026 Daily
FNX · First Trust Exchange-Traded AlphaDE… 0.32% 12,176 NS July 31, 2026 N-PORT
PKW · Invesco Exchange-Traded Fund Trust 0.30% 13,629 SH Oct. 2, 2026 Daily
PTMC · Pacer Funds Trust 0.27% 2,897 NS July 31, 2026 N-PORT
LRGF · iShares Trust 0.26% 26,987 SH Sept. 11, 2026 Daily
IVOO · VANGUARD ADMIRAL FUNDS 0.24% 42,702 SH Aug. 19, 2026 Daily
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0.24% 16,226 NS July 31, 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0.23% 15,738 NS July 31, 2026 N-PORT
VFMF · VANGUARD WELLINGTON FUND 0.23% 4,796 SH Aug. 19, 2026 Daily
BKMC · BNY Mellon ETF Trust 0.23% 4,038 NS July 31, 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.21% 11,591 NS July 31, 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0.21% 388 NS July 31, 2026 N-PORT
FAD · First Trust Exchange-Traded AlphaDE… 0.21% 3,258 NS July 31, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.20% 85,132 NS July 31, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.18% 365,260 SH Aug. 19, 2026 Daily
ISCG · iShares Trust 0.15% 4,057 SH Sept. 11, 2026 Daily
IYF · iShares Trust 0.14% 17,094 SH Sept. 10, 2026 Daily
IYG · iShares Trust 0.13% 8,021 SH Sept. 11, 2026 Daily
SMMD · iShares Trust 0.13% 13,678 SH Sept. 11, 2026 Daily
FNCL · FIDELITY COVINGTON TRUST 0.10% 6,661 NS July 31, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.10% 302,695 SH Aug. 19, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.10% 575,547 SH Aug. 19, 2026 Daily
VFH · VANGUARD WORLD FUND 0.10% 41,301 SH Aug. 19, 2026 Daily
RWK · Invesco Exchange-Traded Fund Trust … 0.10% 3,346 SH Oct. 2, 2026 Daily
TILT · FlexShares Trust 0.10% 5,688 NS July 31, 2026 N-PORT
REVS · Columbia ETF Trust I 0.09% 849 NS July 31, 2026 N-PORT
WSML · iShares Trust 0.09% 3,285 SH Sept. 11, 2026 Daily
IWS · iShares Trust 0.09% 38,307 SH Sept. 11, 2026 Daily
ESML · iShares Trust 0.08% 6,556 SH Sept. 11, 2026 Daily
DXUV · Dimensional ETF Trust 0.08% 1,222 NS July 31, 2026 N-PORT
DFSU · Dimensional ETF Trust 0.08% 4,855 NS July 31, 2026 N-PORT
IEUS · iShares Trust 0.08% 3,813 SH Sept. 11, 2026 Daily
PICK · iShares, Inc. 0.07% 52,371 SH Sept. 11, 2026 Daily
VFVA · VANGUARD WELLINGTON FUND 0.07% 1,775 SH Aug. 19, 2026 Daily
EQAL · Invesco Exchange-Traded Fund Trust … 0.07% 1,487 SH Oct. 2, 2026 Daily
IWR · iShares Trust 0.07% 104,407 SH Sept. 11, 2026 Daily
HDUS · Lattice Strategies Trust 0.05% 280 NS July 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.05% 4,503 NS July 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.05% 64,120 NS July 31, 2026 N-PORT
RECS · Columbia ETF Trust I 0.05% 7,510 NS July 31, 2026 N-PORT
IUS · Invesco Exchange-Traded Self-Indexe… 0.04% 1,005 SH Oct. 2, 2026 Daily
SCZ · iShares Trust 0.03% 118,395 SH Sept. 11, 2026 Daily
PRF · Invesco Exchange-Traded Fund Trust 0.03% 8,332 SH Oct. 2, 2026 Daily
DYNF · BlackRock ETF Trust 0.03% 35,348 SH Sept. 11, 2026 Daily
OMFL · Invesco Exchange-Traded Self-Indexe… 0.03% 3,717 SH Oct. 2, 2026 Daily
IUSG · iShares Trust 0.03% 23,284 SH Sept. 11, 2026 Daily
IWD · iShares Trust 0.02% 56,630 SH Sept. 11, 2026 Daily
VONV · VANGUARD SCOTTSDALE FUNDS 0.02% 15,395 SH Aug. 19, 2026 Daily
DFAU · Dimensional ETF Trust 0.02% 6,488 NS July 31, 2026 N-PORT
IYY · iShares Trust 0.01% 1,176 SH Sept. 11, 2026 Daily
DFUS · Dimensional ETF Trust 0.01% 7,612 NS July 31, 2026 N-PORT
IWB · iShares Trust 0.01% 17,592 SH Sept. 11, 2026 Daily
ITOT · iShares Trust 0.01% 33,265 SH Sept. 11, 2026 Daily
IWV · iShares Trust 0.01% 6,999 SH Sept. 10, 2026 Daily
DFUV · Dimensional ETF Trust 0.01% 4,687 NS July 31, 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0.01% 796,579 SH Aug. 19, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.01% 21,936 SH Aug. 19, 2026 Daily
VONE · VANGUARD SCOTTSDALE FUNDS 0.01% 4,224 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.01% 2,145 SH Aug. 19, 2026 Daily
ESGV · VANGUARD WORLD FUND 0.01% 5,730 SH Aug. 19, 2026 Daily
IEUR · iShares Trust 0.01% 17,367 SH Sept. 11, 2026 Daily
IEFA · iShares Trust 0.00% 254,887 SH Sept. 11, 2026 Daily
IXUS · iShares Trust 0.00% 55,818 SH Sept. 10, 2026 Daily
BSV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BND · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
VCSH · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
BNDW · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
IJH · iShares Trust · 926,882 SH Sept. 11, 2026 Daily
IJK · iShares Trust · 153,173 SH Sept. 11, 2026 Daily
XJH · iShares Trust · 3,608 SH Sept. 8, 2026 Daily
ISCB · iShares Trust · 1,194 SH Sept. 11, 2026 Daily
ISCV · iShares Trust · 3,164 SH Sept. 11, 2026 Daily
SMLF · iShares Trust · 44,958 SH Sept. 11, 2026 Daily

AMG Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 10 analysts BUY
Median target $437.00 +17.7%
4 40.0% Strong Buy
5 50.0% Buy
1 10.0% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

7 analysts · 2026-10-01

Mean target $437.57 +17.8%

Now Current price $371.43
Low$360.00 Mean$437.57 High$512.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
AMG · 12.7 1.6% 34.5% 21.8% ·
CG · · · · · ·
OWL · 149.4 7.6% 13.9% 3.6% ·
ARCC · 10.9 · · · ·
IVZ $11.66B -16.4 5.1% -2.7% -1.3% ·
SEIC $10.03B 14.6 8.1% 31.1% 29.9% 35.2%
GLXY · · 41.8% -0.40% -11.6% ·
VCTR $4.05B 15.5 46.2% 25.3% 13.5% ·
STEP · -7.0 69.7% -26.9% 457.6% ·
BXSL $6.11B 10.7 · · 9.0% ·
MAIN $5.43B 15.3 · · 16.8% ·

Latest News Recent headlines mentioning this company

23
Amgen Q2 2026 earnings beat, raises full-year outlook, drops AMG 513 Yahoo Finance · 1 month, 3 weeks ago Snatch This Deal Even Lower Than Director Cates Did Nasdaq · 4 months, 3 weeks ago Affiliated Managers Group, Inc. Announces Climb In Q1 Bottom Line Nasdaq · 5 months ago

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 10-K filed Feb 17, 2026