AMG Cuplikan Saham Harga, kapitalisasi pasar, P/E, EPS, ROE, utang/ekuitas, kisaran 52 minggu

03
Harga $371.43
P/E (TTM) 16.3
EPS (TTM) $22.74
Pendapatan (TTM) $2.07B
ROE (TTM) 21.8%
Rentang 52M $230–$393

AMG Grafik Harga Saham OHLCV harian dengan indikator teknis — geser, perbesar, dan sesuaikan tampilan Anda

04
rentang
batang

Granularitas batang menyesuaikan dengan periode yang dipilih — arahkan kursor ke bagan untuk melihat buka/tinggi/rendah/tutup untuk sebuah batang.

Pemecahan saham 1
Tanggal ex-dividen Pemecahan Tipe
30 Maret 2004 3-for-2 Maju

Tentang Affiliated Managers Group, Inc. Common Stock Tinjauan perusahaan dari 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.

Sumber: Wikipedia (English), CC BY-SA 4.0 · Lihat di Wikipedia ↗

Wikidata ↗

sektorFinancial Services industriFinancial Services karyawan5.600 negaraUS

Kinerja 10 Tahun Tren Pendapatan, laba bersih, margin, dan EPS

06
Pendapatan$2.07B
2016-12-31 → 2025-12-31
EPS$22.74
2016-12-31 → 2025-12-31
Arus Kas Bebas$967M
2019-12-31 → 2025-12-31
Margin bersih34.5%
2019-12-31 → 2025-12-31
Valuasi & Rasio 07–12

Valuasi Rasio P/E, P/S, P/B, EV/EBITDA — apakah sahamnya mahal atau murah?

Metrik Tren 5 Tahun AMG rata-rata 5T Median Rekan Kesimpulan
P/E (TTM) 16.3rata-rata 5T ≈10.5 ≈10.5 15.5 Kurang nilai
PEG Ratio (Rasio PEG) ≈0.4 · · ·

Median rekan dihitung berdasarkan basis standar per metrik dan mungkin tidak selalu cocok dengan basis TTM/MRQ yang ditampilkan untuk saham ini.

nilai · ≈ rata-rata 5T · median industri · penilaian relatif terhadap median

Dividen Yield, rasio pembayaran, riwayat dividen, CAGR 5 tahun

13
Rasio Pembayaran Dividen0.14%
Pembayaran Tahunan≈$0.04Dibayar triwulanan
CAGR Dividen 5T≈0.00%Per saham, disesuaikan pemecahan saham
Tanggal ex-dividenJumlahMata UangImbal Hasil
Agu 10, 2026$0,01USD≈0.01%
Mei 11, 2026$0,01USD≈0.01%
Feb 23, 2026$0,01USD≈0.01%
Nov 13, 2025$0,01USD≈0.02%
Agu 11, 2025$0,01USD≈0.02%
Mei 19, 2025$0,01USD≈0.02%
Feb 18, 2025$0,01USD≈0.02%
Nov 14, 2024$0,01USD≈0.02%
Agu 8, 2024$0,01USD≈0.02%
Mei 15, 2024$0,01USD≈0.02%
Feb 14, 2024$0,01USD≈0.03%
Nov 15, 2023$0,01USD≈0.03%
Agu 4, 2023$0,01USD≈0.03%
Mei 10, 2023$0,01USD≈0.03%
Feb 15, 2023$0,01USD≈0.02%
Nov 16, 2022$0,01USD≈0.03%
Agu 10, 2022$0,01USD≈0.03%
Mei 11, 2022$0,01USD≈0.03%
Feb 16, 2022$0,01USD≈0.03%
Nov 9, 2021$0,01USD≈0.02%

Riwayat Pendapatan EPS aktual vs perkiraan, kejutan %, tingkat keberhasilan, tanggal pendapatan berikutnya

14
Kejutan Rata-rata 2.5%
Laporan Berikutnya Nov 02, 2026
PeriodeLaporanEPS AktualEPS EstimasiKejutan
30 Juni 2026 Jul 29, 2026 $8.29 $8.00 3.6%
31 Maret 2026 $8.23 $8.15 0.94%
31 Des. 2025 $9.48 $8.93 6.2%
30 Sep. 2025 $6.10 $5.95 2.6%
30 Juni 2025 $5.39 $5.34 0.95%
31 Maret 2025 $5.20 $5.15 0.92%

Fundamental Lengkap Semua metrik per tahun — laporan laba rugi, neraca, arus kas

15
Laporan Laba Rugi 13
Metrik Tren 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
Neraca 16
Metrik Tren 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
Arus Kas 17
Metrik Tren 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···
Profitabilitas 4
Metrik Tren 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%···
Efisiensi 1
Metrik Tren 2025202420232022202120202019201820172016
Asset Turnover 0.20.20.20.30.30.30.3···
Per Saham 6
Metrik Tren 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
Tingkat Pertumbuhan 10
Metrik Tren 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%·········
Valuasi (TTM) 12
Metrik Tren 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

Periode terbaru di sebelah kiri · nilai null ditampilkan sebagai ·

Laporan Keuangan Laporan laba rugi, neraca, arus kas — tahunan, 5 tahun terakhir

16
Metrik 2025-12-312024-12-312023-12-312022-12-312021-12-31
Pendapatan $2.07B $2.04B $2.06B $2.33B $2.41B
Laba Bersih $717M $512M $673M $1.15B $566M
EPS Dilusian $22.74 $15.13 $17.42 $25.35 $13.05

Pemilik institusional (13F) 606 pengaju · $9.0B total · Per tanggal 30 Sep. 2026

17

Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.

Pemegang 606
Nilai yang dipegang $9.0B
Posisi baru 80
Posisi yang keluar 52
Aktivitas institusional — Q2 2026 vs kuartal sebelumnya
Posisi baru Posisi yang keluar Meningkat Menurun Perubahan bersih saham
80 (-24 vs Kuartal sebelumnya) 52 (+9 vs Kuartal sebelumnya) 159 (-60 vs Kuartal sebelumnya) 218 (+90 vs Kuartal sebelumnya) +689K

Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.

Institusi Nilai Saham % dari 13F yang dilacak Tipe
BlackRock, Inc. $938.293.980 2.772.736 10,47% Saham
VANGUARD GROUP INC $773.623.884 2.683.585 8,64% Saham
MORGAN STANLEY $503.275.490 1.487.219 5,62% Saham
VANGUARD PORTFOLIO MANAGEMENT LLC $470.997.302 1.391.836 5,26% Saham
VANGUARD CAPITAL MANAGEMENT LLC $389.527.164 1.151.085 4,35% Saham
Boston Partners $339.149.256 1.001.967 3,79% Saham
ARIEL INVESTMENTS, LLC $338.290.358 999.676 3,78% Saham
STATE STREET CORP $298.916.503 883.323 3,34% Saham
MILLENNIUM MANAGEMENT LLC $296.139.254 875.116 3,31% Saham
FULLER & THALER ASSET MANAGEMENT, INC. $290.264.589 857.756 3,24% Saham
DIMENSIONAL FUND ADVISORS LP $226.804.617 670.195 2,53% Saham
GEODE CAPITAL MANAGEMENT, LLC $199.954.869 590.757 2,23% Saham
LYRICAL ASSET MANAGEMENT LP $160.024.622 472.886 1,79% Saham
Allianz Asset Management GmbH $153.629.877 453.989 1,71% Saham
BANK OF AMERICA CORP /DE/ $146.330.872 432.420 1,63% Saham
Invesco Ltd. $128.802.824 380.623 1,44% Saham
NORGES BANK $122.322.463 361.473 1,37% Saham
NORTHERN TRUST CORP $109.191.527 322.670 1,22% Saham
JANE STREET GROUP, LLC $104.610.945 309.134 1,17% Saham
Channing Capital Management, LLC $102.370.738 302.514 1,14% Saham
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $97.389.828 287.795 1,09% Saham
Bank of New York Mellon Corp $95.417.584 281.967 1,07% Saham
Qube Research & Technologies Ltd $90.940.601 268.737 1,02% Saham
GOLDMAN SACHS GROUP INC $87.419.211 258.331 0,98% Saham
Fisher Asset Management, LLC $83.403.362 246.463 0,93% Saham
RAYMOND JAMES FINANCIAL INC $80.957.494 239.235 0,90% Saham
Clarkston Capital Partners, LLC $77.386.327 228.683 0,86% Saham
BRUNI J V & CO /CO $71.095.810 210.094 0,79% Saham
CITADEL ADVISORS LLC $67.169.692 198.492 0,75% Saham
Kiltearn Partners LLP $62.463.902 184.586 0,70% Saham
Caisse de depot et placement du Quebec $61.602.674 182.041 0,69% Saham
FMR LLC $60.091.476 177.576 0,67% Saham
UBS Group AG $59.482.599 175.776 0,66% Saham
VANGUARD FIDUCIARY TRUST CO $56.120.933 165.842 0,63% Saham
ALLIANCEBERNSTEIN L.P. $52.500.781 189.739 0,59% Saham
JPMORGAN CHASE & CO $44.736.636 129.402 0,50% Saham
RENAISSANCE TECHNOLOGIES LLC $39.741.696 117.440 0,44% Saham
SEI INVESTMENTS CO $39.644.274 117.142 0,44% Saham
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $39.308.000 116.158 0,44% Saham
Quantinno Capital Management LP $36.796.654 108.737 0,41% Saham
LOOMIS SAYLES & CO L P $34.886.939 103.094 0,39% Saham
WELLS FARGO & COMPANY/MN $31.655.209 93.544 0,35% Saham
FIRST TRUST ADVISORS LP $30.541.615 90.253 0,34% Saham
NEW YORK STATE COMMON RETIREMENT FUND $30.147.718 89.089 0,34% Saham
Arbejdsmarkedets Tillaegspension $29.995.776 88.640 0,33% Saham
Polar Capital Holdings Plc $28.885.486 85.359 0,32% Saham
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $28.630.980 103.473 0,32% Saham
FRANKLIN RESOURCES INC $28.152.173 83.192 0,31% Saham
Empowered Funds, LLC $27.665.891 81.755 0,31% Saham
VICTORY CAPITAL MANAGEMENT INC $26.120.420 77.188 0,29% Saham

Tampilkan semua 606 pemilik institusional →

Aktivis & pemilik 5%+ 1 saham

18

Investor yang mengajukan Jadwal 13D SEC — kepemilikan manfaat di atas 5% dengan niat untuk memengaruhi penerbit (kepemilikan aktivis, kampanye dewan, M&A). Setiap baris menunjukkan status terbaru yang diketahui dari posisi pengaju tersebut.

Pengaju Diajukan Kepemilikan Status Tujuan Pengajuan
Affiliated Managers Group, Inc. 22 Des. 2009 · Pengajuan awal · 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.

Orang dalam perusahaan 38 orang dalam · 14 pejabat · 26 direktur

19
Orang Dalam Peran Aktivitas terakhir Saham dimiliki Beli 12m Jual 12m Bersih 12m
Jay C. Horgen President and CEO 8 Juni 2026 M 204.706 0 1 $-5.919.725
Dava Ritchea Chief Financial Officer 5 Maret 2026 A 309 0 0 $0
Darrell W Crate Executive V.P. and CFO 17 Feb. 2011 M 3.111 0 0 $0
Thomas M Wojcik President and COO 5 Maret 2026 M 159.465 0 1 $-2.290.400
Kavita Padiyar General Counsel & Corp. Sec. 5 Maret 2026 A 42.672 0 1 $-612.128
Rizwan M Jamal Head of Affiliate Investments 16 Okt. 2024 G 199.233 0 0 $0
John R Erickson Head of Affiliate Engagement 15 Agu 2023 M 58.054 0 0 $0
David M. Billings General Counsel and Secretary 15 Nov. 2022 M 18.965 0 0 $0
Hugh Cutler EVP, Global Distribution 3 Maret 2020 A 2.224 0 0 $0
Sean M Healey Executive Chairman 3 Maret 2020 A 161.021 0 0 $0
Peter W Macewen Chief Administrative Officer 2 Jan. 2018 F 26.135 0 0 $0
Andrew Dyson EVP(AMG Ltd.), Global Distrib. 1 Maret 2016 F 18.131 0 0 $0
John Kingston III Vice Chairman & Gen. Counsel 8 Mei 2014 M 15.325 0 0 $0
Seth W Brennan Executive Vice President 12 Des. 2006 A 36.985 0 0 $0
Annette Franqui Direktur 1 Juni 2026 P 1.962 1 0 $228.660
Rodriguez Felix V. Matos Direktur 8 Mei 2026 S 4.369 0 1 $-300.180
Staley G. Cates Direktur 6 Mei 2026 P 6.405 1 0 $458.745
David Christopher Ryan Direktur 6 Mei 2026 S 1.092 0 1 $-1.037.814
Marcy Engel Direktur 5 Maret 2026 A · 0 0 $0
Karen L. Alvingham Direktur 5 Maret 2026 A 13.043 0 0 $0
Tracy P. Palandjian Direktur 5 Maret 2026 A 15.254 0 0 $0
Loren M Starr Direktur 5 Maret 2026 A 1.937 0 0 $0
Dwight D. Churchill Direktur 15 Agu 2025 M 29.030 0 0 $0
Reuben Jeffery III Direktur 1 Jan. 2025 M 34.274 0 0 $0
Tracy A Atkinson Direktur 5 Maret 2024 M 4.020 0 0 $0
Glenn Earle Direktur 1 Jan. 2021 M 2.113 0 0 $0
Samuel T Byrne Direktur 28 Juli 2020 A 28.092 0 0 $0
Patrick T Ryan Direktur 28 Juli 2020 A 13.269 0 0 $0
Nathaniel Dalton Direktur 3 Maret 2020 F 206.589 0 0 $0
Niall Ferguson Direktur 4 Feb. 2020 A · 0 0 $0
Jide James Zeitlin Direktur 4 Feb. 2020 A 21.274 0 0 $0
William J Nutt Direktur 4 Mei 2015 M 131.478 0 0 $0
Harold J Meyerman Direktur 20 Jan. 2015 A 1.800 0 0 $0
Rita M Rodriguez Direktur 22 Juli 2014 A 14.652 0 0 $0
Richard E Floor Direktur 20 Jan. 2010 M 42.286 0 0 $0
Robert C Puff JR Direktur 26 Juli 2005 A 2.000 0 0 $0
Stephen J Lockwood Direktur 18 Mei 2005 M 7.500 0 0 $0
William F Weld Direktur 12 Feb. 2004 M 0 0 0 $0

Orang dalam dari pengajuan SEC Form 3/4/5; bersih = hanya P/S pasar terbuka

Kepemilikan ETF Dimiliki oleh 88 ETF

20

Bobot mencerminkan kepemilikan ekuitas langsung (N-PORT) saja; dana berbasis leverage atau derivatif mungkin memiliki eksposur swap tambahan yang tidak ditampilkan.

Dana Bobot Unit Per tanggal Sumber
PFI · Invesco Exchange-Traded Fund Trust 1,57% 2.351 SH 2 Okt. 2026 Harian
FXO · First Trust Exchange-Traded AlphaDE… 1,30% 40.028 NS 31 Juli 2026 N-PORT
XMMO · Invesco Exchange-Traded Fund Trust 1,08% 207.412 SH 2 Okt. 2026 Harian
PGX · Invesco Exchange-Traded Fund Trust … 0,93% 1.833.128 2 Okt. 2026 Harian
XMVM · Invesco Exchange-Traded Fund Trust 0,92% 12.446 SH 2 Okt. 2026 Harian
RFG · Invesco Exchange-Traded Fund Trust 0,81% 7.327 SH 2 Okt. 2026 Harian
FNY · First Trust Exchange-Traded AlphaDE… 0,69% 10.850 NS 31 Juli 2026 N-PORT
PAMC · Pacer Funds Trust 0,68% 991 NS 31 Juli 2026 N-PORT
PDP · Invesco Exchange-Traded Fund Trust 0,66% 26.282 SH 2 Okt. 2026 Harian
SMDX · Tidal Trust III 0,58% 2.067 NS 31 Juli 2026 N-PORT
FCPI · FIDELITY COVINGTON TRUST 0,57% 4.173 NS 31 Juli 2026 N-PORT
IVOG · VANGUARD ADMIRAL FUNDS 0,47% 26.061 SH 19 Agu 2026 Harian
PFF · iShares Trust 0,45% 3.009.469 SH 11 Sep. 2026 Harian
IQSM · New York Life Investments ETF Trust 0,36% 3.277 NS 31 Juli 2026 N-PORT
EWN · iShares, Inc. 0,36% 66.772 SH 11 Sep. 2026 Harian
QVMM · Invesco Exchange-Traded Fund Trust … 0,33% 3.639 SH 2 Okt. 2026 Harian
FNX · First Trust Exchange-Traded AlphaDE… 0,32% 12.176 NS 31 Juli 2026 N-PORT
PKW · Invesco Exchange-Traded Fund Trust 0,30% 13.629 SH 2 Okt. 2026 Harian
PTMC · Pacer Funds Trust 0,27% 2.897 NS 31 Juli 2026 N-PORT
LRGF · iShares Trust 0,26% 26.987 SH 11 Sep. 2026 Harian
IVOO · VANGUARD ADMIRAL FUNDS 0,24% 42.702 SH 19 Agu 2026 Harian
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0,24% 16.226 NS 31 Juli 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0,23% 15.738 NS 31 Juli 2026 N-PORT
VFMF · VANGUARD WELLINGTON FUND 0,23% 4.796 SH 19 Agu 2026 Harian
BKMC · BNY Mellon ETF Trust 0,23% 4.038 NS 31 Juli 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0,21% 11.591 NS 31 Juli 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0,21% 388 NS 31 Juli 2026 N-PORT
FAD · First Trust Exchange-Traded AlphaDE… 0,21% 3.258 NS 31 Juli 2026 N-PORT
DFAS · Dimensional ETF Trust 0,20% 85.132 NS 31 Juli 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0,18% 365.260 SH 19 Agu 2026 Harian
ISCG · iShares Trust 0,15% 4.057 SH 11 Sep. 2026 Harian
IYF · iShares Trust 0,14% 17.094 SH 10 Sep. 2026 Harian
IYG · iShares Trust 0,13% 8.021 SH 11 Sep. 2026 Harian
SMMD · iShares Trust 0,13% 13.678 SH 11 Sep. 2026 Harian
FNCL · FIDELITY COVINGTON TRUST 0,10% 6.661 NS 31 Juli 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,10% 302.695 SH 19 Agu 2026 Harian
VB · VANGUARD INDEX FUNDS 0,10% 575.547 SH 19 Agu 2026 Harian
VFH · VANGUARD WORLD FUND 0,10% 41.301 SH 19 Agu 2026 Harian
RWK · Invesco Exchange-Traded Fund Trust … 0,10% 3.346 SH 2 Okt. 2026 Harian
TILT · FlexShares Trust 0,10% 5.688 NS 31 Juli 2026 N-PORT
REVS · Columbia ETF Trust I 0,09% 849 NS 31 Juli 2026 N-PORT
WSML · iShares Trust 0,09% 3.285 SH 11 Sep. 2026 Harian
IWS · iShares Trust 0,09% 38.307 SH 11 Sep. 2026 Harian
ESML · iShares Trust 0,08% 6.556 SH 11 Sep. 2026 Harian
DXUV · Dimensional ETF Trust 0,08% 1.222 NS 31 Juli 2026 N-PORT
DFSU · Dimensional ETF Trust 0,08% 4.855 NS 31 Juli 2026 N-PORT
IEUS · iShares Trust 0,08% 3.813 SH 11 Sep. 2026 Harian
PICK · iShares, Inc. 0,07% 52.371 SH 11 Sep. 2026 Harian
VFVA · VANGUARD WELLINGTON FUND 0,07% 1.775 SH 19 Agu 2026 Harian
EQAL · Invesco Exchange-Traded Fund Trust … 0,07% 1.487 SH 2 Okt. 2026 Harian
IWR · iShares Trust 0,07% 104.407 SH 11 Sep. 2026 Harian
HDUS · Lattice Strategies Trust 0,05% 280 NS 31 Juli 2026 N-PORT
DCOR · Dimensional ETF Trust 0,05% 4.503 NS 31 Juli 2026 N-PORT
DFAC · Dimensional ETF Trust 0,05% 64.120 NS 31 Juli 2026 N-PORT
RECS · Columbia ETF Trust I 0,05% 7.510 NS 31 Juli 2026 N-PORT
IUS · Invesco Exchange-Traded Self-Indexe… 0,04% 1.005 SH 2 Okt. 2026 Harian
SCZ · iShares Trust 0,03% 118.395 SH 11 Sep. 2026 Harian
PRF · Invesco Exchange-Traded Fund Trust 0,03% 8.332 SH 2 Okt. 2026 Harian
DYNF · BlackRock ETF Trust 0,03% 35.348 SH 11 Sep. 2026 Harian
OMFL · Invesco Exchange-Traded Self-Indexe… 0,03% 3.717 SH 2 Okt. 2026 Harian
IUSG · iShares Trust 0,03% 23.284 SH 11 Sep. 2026 Harian
IWD · iShares Trust 0,02% 56.630 SH 11 Sep. 2026 Harian
VONV · VANGUARD SCOTTSDALE FUNDS 0,02% 15.395 SH 19 Agu 2026 Harian
DFAU · Dimensional ETF Trust 0,02% 6.488 NS 31 Juli 2026 N-PORT
IYY · iShares Trust 0,01% 1.176 SH 11 Sep. 2026 Harian
DFUS · Dimensional ETF Trust 0,01% 7.612 NS 31 Juli 2026 N-PORT
IWB · iShares Trust 0,01% 17.592 SH 11 Sep. 2026 Harian
ITOT · iShares Trust 0,01% 33.265 SH 11 Sep. 2026 Harian
IWV · iShares Trust 0,01% 6.999 SH 10 Sep. 2026 Harian
DFUV · Dimensional ETF Trust 0,01% 4.687 NS 31 Juli 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,01% 796.579 SH 19 Agu 2026 Harian
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,01% 21.936 SH 19 Agu 2026 Harian
VONE · VANGUARD SCOTTSDALE FUNDS 0,01% 4.224 SH 19 Agu 2026 Harian
VTHR · VANGUARD SCOTTSDALE FUNDS 0,01% 2.145 SH 19 Agu 2026 Harian
ESGV · VANGUARD WORLD FUND 0,01% 5.730 SH 19 Agu 2026 Harian
IEUR · iShares Trust 0,01% 17.367 SH 11 Sep. 2026 Harian
IEFA · iShares Trust 0,00% 254.887 SH 11 Sep. 2026 Harian
IXUS · iShares Trust 0,00% 55.818 SH 10 Sep. 2026 Harian
BSV · VANGUARD BOND INDEX FUNDS · · 15 Juli 2026 Harian
BND · VANGUARD BOND INDEX FUNDS · · 15 Juli 2026 Harian
VCSH · VANGUARD SCOTTSDALE FUNDS · · 15 Juli 2026 Harian
BNDW · VANGUARD SCOTTSDALE FUNDS · · 30 Juli 2026 Harian
IJH · iShares Trust · 926.882 SH 11 Sep. 2026 Harian
IJK · iShares Trust · 153.173 SH 11 Sep. 2026 Harian
XJH · iShares Trust · 3.608 SH 8 Sep. 2026 Harian
ISCB · iShares Trust · 1.194 SH 11 Sep. 2026 Harian
ISCV · iShares Trust · 3.164 SH 11 Sep. 2026 Harian
SMLF · iShares Trust · 44.958 SH 11 Sep. 2026 Harian

AMG Konsensus Analis Opini analis bullish dan bearish, target harga 12 bulan, potensi kenaikan

21
peringkat · 10 analis BELI
Target median $437.00 +17,7%
4 40,0% Beli Kuat
5 50,0% Beli
1 10,0% Tahan
0 0,0% Jual
0 0,0% Jual Kuat

Target Harga 12 Bulan

7 analis · 2026-10-01

Target rata-rata $437.57 +17,8%

Sekarang Harga saat ini $371.43
Rendah$360.00 Rata-rata$437.57 Tinggi$512.00

Perbandingan rekan (sub-industri GICS) Metrik utama vs rekan sektor

22

Dasar FY, harga per penutupan akhir tahun fiskal terakhir setiap perusahaan.

Ticker Kapitalisasi Pasar P/E Pendapatan YoY Margin Bersih ROE Margin Kotor
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% ·

Berita Terbaru Berita utama terbaru yang menyebutkan perusahaan ini

23

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26

Pilih metrik yang penting bagi Anda — klik + di sebelah baris mana pun di Fundamental Lengkap di atas.

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Sumber: SEC 10-K diajukan Feb 17, 2026