MGR Affiliated Managers Group, Inc. 5.875% Junior Subordinated Notes due 2059
NYSE · Financial Services · Lihat di SEC EDGAR ↗ tutup Okt 5, 2026 10-K/10-Q Nov 7, 2022MGR Cuplikan Saham Harga, kapitalisasi pasar, P/E, EPS, ROE, utang/ekuitas, kisaran 52 minggu
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Tentang Affiliated Managers Group, Inc. 5.875% Junior Subordinated Notes due 2059 Tinjauan perusahaan dari 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.
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 ↗
Kinerja 10 Tahun Tren Pendapatan, laba bersih, margin, dan EPS
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Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca
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Pertumbuhan Pertumbuhan Pendapatan, EPS, dan Laba Bersih: YoY, CAGR 3T, CAGR 5T
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Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang
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nilai · ≈ rata-rata 5T · median industri · penilaian relatif terhadap median
Dividen Yield, rasio pembayaran, riwayat dividen, CAGR 5 tahun
| Tanggal ex-dividen | Jumlah | Mata Uang | Imbal Hasil |
|---|---|---|---|
| Sep 29, 2026 | $0,37 | USD | ≈7.6% |
| Jun 29, 2026 | $0,37 | USD | ≈7.5% |
| Mar 27, 2026 | $0,37 | USD | ≈7.4% |
| Des 29, 2025 | $0,37 | USD | ≈7.0% |
| Sep 29, 2025 | $0,37 | USD | ≈6.6% |
| Jun 27, 2025 | $0,37 | USD | ≈7.2% |
| Mar 28, 2025 | $0,37 | USD | ≈6.8% |
| Des 27, 2024 | $0,37 | USD | ≈6.7% |
| Sep 27, 2024 | $0,37 | USD | ≈5.9% |
| Jun 28, 2024 | $0,37 | USD | ≈6.6% |
| Mar 27, 2024 | $0,37 | USD | ≈6.1% |
| Des 28, 2023 | $0,37 | USD | ≈6.5% |
| Sep 28, 2023 | $0,37 | USD | ≈6.9% |
| Jun 28, 2023 | $0,37 | USD | ≈6.6% |
| Mar 28, 2023 | $0,37 | USD | ≈6.7% |
| Des 28, 2022 | $0,37 | USD | ≈6.9% |
| Sep 28, 2022 | $0,37 | USD | ≈6.4% |
| Jun 28, 2022 | $0,37 | USD | ≈6.1% |
| Mar 28, 2022 | $0,37 | USD | ≈5.9% |
| Des 28, 2021 | $0,37 | USD | ≈5.5% |
Riwayat Pendapatan EPS aktual vs perkiraan, kejutan %, tingkat keberhasilan, tanggal pendapatan berikutnya
| Periode | Laporan | EPS Aktual | EPS Estimasi | Kejutan |
|---|---|---|---|---|
| 30 Juni 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
Kami belum memiliki pengajuan SEC untuk ticker ini.
Per Saham
| Metrik | Tren | Q4 2022 | Q4 2019 | Q4 2017 | Q4 2014 |
|---|---|---|---|---|---|
| EPS (TTM) | $13.01 | $-2.17 | $9.04 | $7.82 |
Valuasi (TTM)
| Metrik | Tren | Q4 2022 | Q4 2019 | Q4 2017 | Q4 2014 |
|---|---|---|---|---|---|
| Revenue TTM | $2.48B | $2.30B | · | · | |
| Net Income TTM | $546M | $-120M | $509M | $438M | |
| P/E | 1.8 | -11.8 | · | · | |
| Earnings Yield | 56.7% | -8.5% | · | · | |
| Annual Payout | $2M | $65M | $23M | · |
Periode terbaru di sebelah kiri · nilai null ditampilkan sebagai ·
Pemilik institusional (13F) 2 pengaju · $13K total · Per tanggal 30 Juni 2026
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.
| Posisi baru | Posisi yang keluar | Meningkat | Menurun | Perubahan bersih saham |
|---|---|---|---|---|
| 0 (-1 vs Kuartal sebelumnya) | 0 (-1 vs Kuartal sebelumnya) | 1 (+1 vs Kuartal sebelumnya) | 0 (0 vs Kuartal sebelumnya) | +320 |
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 |
|---|---|---|---|---|
| First Command Advisory Services, Inc. | $9.293 | 471 | 72,80% | Saham |
| PNC Financial Services Group, Inc. | $3.472 | 176 | 27,20% | Saham |
Kepemilikan ETF Dimiliki oleh 20 ETF
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 |
|---|---|---|---|---|
| IFGL · iShares Trust | 0,74% | 455.906 SH | 11 Sep. 2026 | Harian |
| VNQI · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,45% | 14.217.707 SH | 19 Agu 2026 | Harian |
| IDLV · Invesco Exchange-Traded Fund Trust … | 0,44% | 1.126.219 | 2 Okt. 2026 | Harian |
| REET · iShares Trust | 0,28% | 10.794.850 SH | 11 Sep. 2026 | Harian |
| ERET · iShares Trust | 0,24% | 25.340 SH | 11 Sep. 2026 | Harian |
| SCZ · iShares Trust | 0,14% | 13.899.532 SH | 11 Sep. 2026 | Harian |
| FPE · First Trust Exchange-Traded Fund III | 0,10% | 310.069 NS | 31 Juli 2026 | N-PORT |
| IPAC · iShares Trust | 0,05% | 1.135.855 SH | 11 Sep. 2026 | Harian |
| WSML · iShares Trust | 0,05% | 236.992 SH | 11 Sep. 2026 | Harian |
| VPL · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,04% | 4.197.934 SH | 19 Agu 2026 | Harian |
| PXF · Invesco Exchange-Traded Fund Trust … | 0,03% | 719.133 | 2 Okt. 2026 | Harian |
| IMFL · Invesco Exchange-Traded Self-Indexe… | 0,03% | 235.839 | 2 Okt. 2026 | Harian |
| IEFA · iShares Trust | 0,02% | 29.278.123 SH | 11 Sep. 2026 | Harian |
| IDEV · iShares Trust | 0,02% | 4.170.010 SH | 11 Sep. 2026 | Harian |
| IXUS · iShares Trust | 0,01% | 5.407.340 SH | 11 Sep. 2026 | Harian |
| VXUS · VANGUARD STAR FUNDS | 0,01% | 59.096.829 SH | 19 Agu 2026 | Harian |
| VEU · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 9.303.745 SH | 19 Agu 2026 | Harian |
| VEA · VANGUARD TAX-MANAGED FUNDS | 0,01% | 38.454.073 SH | 19 Agu 2026 | Harian |
| VSGX · VANGUARD WORLD FUND | 0,01% | 828.224 SH | 19 Agu 2026 | Harian |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 3.141.993 SH | 19 Agu 2026 | Harian |
MGR Konsensus Analis Opini analis bullish dan bearish, target harga 12 bulan, potensi kenaikan
Perbandingan rekan (sub-industri GICS) Metrik utama vs rekan sektor
Dasar FY, harga per penutupan akhir tahun fiskal terakhir setiap perusahaan.
| Ticker | Kapitalisasi Pasar | P/E | Pendapatan YoY | Margin Bersih | ROE | Margin Kotor |
|---|---|---|---|---|---|---|
| MGR | · | · | · | · | · | · |
| 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% |
| 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% | · |
| BXSL | $6.11B | 10.7 | · | · | 9.0% | · |
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