MGR Affiliated Managers Group, Inc. 5.875% Junior Subordinated Notes due 2059

NYSE · Financial Services
$19,70
Harga · Agu 19, 2026

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.

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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.

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

Harga
$19.70
Kapitalisasi Pasar
P/E (TTM)
EPS (TTM)
Pendapatan (TTM)
Imbal Hasil Dividen
ROE
D/E Utang/Ekuitas
Rentang 52M
$19 – $23

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

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

Pendapatan & Laba Bersih
EPS
Arus Kas Bebas
Margin

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

Metrik
Tren 5 Tahun
MGR
Median Rekan

Profitabilitas Margin kotor, operasional, dan bersih; ROE, ROA, ROIC

Metrik
Tren 5 Tahun
MGR
Median Rekan

Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca

Metrik
Tren 5 Tahun
MGR
Median Rekan

Pertumbuhan Pertumbuhan Pendapatan, EPS, dan Laba Bersih: YoY, CAGR 3T, CAGR 5T

Metrik
Tren 5 Tahun
MGR
Median Rekan

Metrik Per Saham EPS, nilai buku per saham, arus kas per saham, dividen per saham

Metrik
Tren 5 Tahun
MGR
Median Rekan

Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang

Metrik
Tren 5 Tahun
MGR
Median Rekan

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

Imbal Hasil Dividen
Rasio Pembayaran Dividen
CAGR Dividen 5T
Tanggal ex-dividenJumlah
29 Juni 2026$0,3670
27 Maret 2026$0,3670
29 Des. 2025$0,3670
29 Sep. 2025$0,3670
27 Juni 2025$0,3670
28 Maret 2025$0,3670
27 Des. 2024$0,3670
27 Sep. 2024$0,3670
28 Juni 2024$0,3670
27 Maret 2024$0,3670
28 Des. 2023$0,3670
28 Sep. 2023$0,3670
28 Juni 2023$0,3670
28 Maret 2023$0,3670
28 Des. 2022$0,3670
28 Sep. 2022$0,3670
28 Juni 2022$0,3670
28 Maret 2022$0,3670
28 Des. 2021$0,3670
28 Sep. 2021$0,3670

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

BELI 10 analis
  • Beli Kuat 4 40,0%
  • Beli 5 50,0%
  • Tahan 1 10,0%
  • Jual 0 0,0%
  • Jual Kuat 0 0,0%

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

Kejutan Rata-rata
0.20%
Periode EPS Aktual EPS Estimasi Kejutan
30 Juni 2026 $8.29 $8.00 0.29%
31 Maret 2026 $8.23 $8.15 0.08%
31 Des. 2025 $9.48 $8.93 0.56%
30 Sep. 2025 $6.10 $5.95 0.15%
30 Juni 2025 $5.39 $5.34 0.05%
31 Maret 2025 $5.20 $5.15 0.05%

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

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

Aktivitas institusional — Q2 2026 vs kuartal sebelumnya
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 21 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 0,70% 453.316 SH 8 Agu 2026 Harian
VNQI · VANGUARD INTERNATIONAL EQUITY INDEX… 0,45% 14.217.707 SH 8 Agu 2026 Harian
IDLV · Invesco Exchange-Traded Fund Trust … 0,44% 1.165.435 8 Agu 2026 Harian
REET · iShares Trust 0,27% 10.842.786 SH 8 Agu 2026 Harian
ERET · iShares Trust 0,23% 25.340 SH 8 Agu 2026 Harian
SCZ · iShares Trust 0,14% 14.424.101 SH 8 Agu 2026 Harian
FPE · First Trust Exchange-Traded Fund III 0,10% 310.069 NS 30 April 2026 N-PORT
GPRF · Goldman Sachs ETF Trust 0,09% 4.168 NS 31 Mei 2026 N-PORT
FPFD · Fidelity Covington Trust 0,07% 2.700 NS 31 Mei 2026 N-PORT
IPAC · iShares Trust 0,05% 1.124.773 SH 8 Agu 2026 Harian
WSML · iShares Trust 0,04% 234.524 SH 8 Agu 2026 Harian
VPL · VANGUARD INTERNATIONAL EQUITY INDEX… 0,04% 4.197.934 SH 8 Agu 2026 Harian
PXF · Invesco Exchange-Traded Fund Trust … 0,03% 636.308 8 Agu 2026 Harian
IEFA · iShares Trust 0,02% 28.905.919 SH 8 Agu 2026 Harian
IDEV · iShares Trust 0,02% 4.105.650 SH 8 Agu 2026 Harian
IXUS · iShares Trust 0,01% 5.414.414 SH 8 Agu 2026 Harian
VXUS · VANGUARD STAR FUNDS 0,01% 59.096.829 SH 8 Agu 2026 Harian
VEU · VANGUARD INTERNATIONAL EQUITY INDEX… 0,01% 9.303.745 SH 8 Agu 2026 Harian
VEA · VANGUARD TAX-MANAGED FUNDS 0,01% 38.454.073 SH 8 Agu 2026 Harian
VSGX · VANGUARD WORLD FUND 0,01% 828.224 SH 8 Agu 2026 Harian
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,00% 3.141.993 SH 8 Agu 2026 Harian