MGR Affiliated Managers Group, Inc. 5.875% Junior Subordinated Notes due 2059
Acerca de Affiliated Managers Group, Inc. 5.875% Junior Subordinated Notes due 2059 Descripción general de la empresa de Wikipedia
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.
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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.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
MGR Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
MGR Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto |
|---|---|
| 29 de junio de 2026 | $0,3670 |
| 27 de marzo de 2026 | $0,3670 |
| 29 de diciembre de 2025 | $0,3670 |
| 29 de septiembre de 2025 | $0,3670 |
| 27 de junio de 2025 | $0,3670 |
| 28 de marzo de 2025 | $0,3670 |
| 27 de diciembre de 2024 | $0,3670 |
| 27 de septiembre de 2024 | $0,3670 |
| 28 de junio de 2024 | $0,3670 |
| 27 de marzo de 2024 | $0,3670 |
| 28 de diciembre de 2023 | $0,3670 |
| 28 de septiembre de 2023 | $0,3670 |
| 28 de junio de 2023 | $0,3670 |
| 28 de marzo de 2023 | $0,3670 |
| 28 de diciembre de 2022 | $0,3670 |
| 28 de septiembre de 2022 | $0,3670 |
| 28 de junio de 2022 | $0,3670 |
| 28 de marzo de 2022 | $0,3670 |
| 28 de diciembre de 2021 | $0,3670 |
| 28 de septiembre de 2021 | $0,3670 |
MGR Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 4 40,0%
- Compra 5 50,0%
- Mantener 1 10,0%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $8.29 | $8.00 | 0.29% |
| 31 de marzo de 2026 | $8.23 | $8.15 | 0.08% |
| 31 de diciembre de 2025 | $9.48 | $8.93 | 0.56% |
| 30 de septiembre de 2025 | $6.10 | $5.95 | 0.15% |
| 30 de junio de 2025 | $5.39 | $5.34 | 0.05% |
| 31 de marzo de 2025 | $5.20 | $5.15 | 0.05% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| MGR | — | — | — | — | — | — |
| BEN | $12.05B | 25.4 | 3.5% | 6.0% | 4.3% | — |
| PS | — | — | — | — | — | — |
| IVZ | $11.66B | -16.4 | 5.1% | -2.7% | -1.3% | — |
| ARCC | — | 10.9 | — | — | — | — |
| SEIC | $10.03B | 14.6 | 8.1% | 31.1% | 29.9% | 35.2% |
| AMG | — | 12.7 | 1.6% | 34.5% | 21.8% | — |
| 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% | — |
| OBDC | $6.21B | 10.0 | — | — | 8.3% | — |
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Propietarios institucionales (13F) 2 declarantes · $13K total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 0 (-1 vs trimestre anterior) | 0 (-1 vs trimestre anterior) | 1 (+1 vs trimestre anterior) | 0 (0 vs trimestre anterior) | +320 |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| First Command Advisory Services, Inc. | $9 293 | 471 | 72,80% | Acciones |
| PNC Financial Services Group, Inc. | $3 472 | 176 | 27,20% | Acciones |
Propiedad de ETFs Mantenido por 21 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| IFGL · iShares Trust | 0,70% | 453 316 SH | 8 de agosto de 2026 | Diario |
| VNQI · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,45% | 14 217 707 SH | 8 de agosto de 2026 | Diario |
| IDLV · Invesco Exchange-Traded Fund Trust … | 0,44% | 1 165 435 | 8 de agosto de 2026 | Diario |
| REET · iShares Trust | 0,27% | 10 842 786 SH | 8 de agosto de 2026 | Diario |
| ERET · iShares Trust | 0,23% | 25 340 SH | 8 de agosto de 2026 | Diario |
| SCZ · iShares Trust | 0,14% | 14 424 101 SH | 8 de agosto de 2026 | Diario |
| FPE · First Trust Exchange-Traded Fund III | 0,10% | 310 069 NS | 30 de abril de 2026 | N-PORT |
| GPRF · Goldman Sachs ETF Trust | 0,09% | 4 168 NS | 31 de mayo de 2026 | N-PORT |
| FPFD · Fidelity Covington Trust | 0,07% | 2 700 NS | 31 de mayo de 2026 | N-PORT |
| IPAC · iShares Trust | 0,05% | 1 124 773 SH | 8 de agosto de 2026 | Diario |
| WSML · iShares Trust | 0,04% | 234 524 SH | 8 de agosto de 2026 | Diario |
| VPL · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,04% | 4 197 934 SH | 8 de agosto de 2026 | Diario |
| PXF · Invesco Exchange-Traded Fund Trust … | 0,03% | 636 308 | 8 de agosto de 2026 | Diario |
| IEFA · iShares Trust | 0,02% | 28 905 919 SH | 8 de agosto de 2026 | Diario |
| IDEV · iShares Trust | 0,02% | 4 105 650 SH | 8 de agosto de 2026 | Diario |
| IXUS · iShares Trust | 0,01% | 5 414 414 SH | 8 de agosto de 2026 | Diario |
| VXUS · VANGUARD STAR FUNDS | 0,01% | 59 096 829 SH | 8 de agosto de 2026 | Diario |
| VEU · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 9 303 745 SH | 8 de agosto de 2026 | Diario |
| VEA · VANGUARD TAX-MANAGED FUNDS | 0,01% | 38 454 073 SH | 8 de agosto de 2026 | Diario |
| VSGX · VANGUARD WORLD FUND | 0,01% | 828 224 SH | 8 de agosto de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 3 141 993 SH | 8 de agosto de 2026 | Diario |