AMG Q2 Analysis: Strong Fundamentals And Undervalued Investment Grade Bonds (NYSE:MGR)
Affiliated Managers Group (AMG) baby bonds are presented as an attractive investment due to their nearly 8% yield to maturity, trading below par, and investment-grade credit ratings. The company demonstrates strong financial health with low leverage and robust revenue growth, supporting the attractiveness of its debt instruments. While high duration sensitivity to interest rates and inflation poses a risk, the baby bonds offer significant capital appreciation potential compared to OTC peers.
Continued Positive Flows and Acquisitions Have Lifted AMG's Managed Assets
This article discusses how Affiliated Managers Group (AMG) has seen its managed assets increase due to positive cash flows and strategic acquisitions. Despite the challenges faced by traditional asset managers, AMG has leveraged these factors to grow its assets under management. The piece also highlights the broader struggles of U.S.-based traditional asset managers in achieving organic growth in a market increasingly dominated by low-cost index products.
Affiliated Managers (NYSE: AMG) director receives 654 shares in vesting
Affiliated Managers Group, Inc. (AMG) director Felix V. Matos Rodriguez reported the vesting and exercise of 654 Stock Units, which converted into 654 shares of Common Stock on August 15, 2026, at a price of $0.0000 per share. These transactions are part of previously granted equity awards vesting between 2023 and 2027. Following this, Matos Rodriguez directly holds 5,023 shares of Common Stock and 1,127 Stock Units.
OneDigital Investment Advisors LLC Acquires Shares of 4,109 Affiliated Managers Group, Inc. $AMG
OneDigital Investment Advisors LLC has acquired 4,109 shares of Affiliated Managers Group, Inc. (AMG) for approximately $1.39 million, marking a new position in the company. Institutional investors collectively hold 95.3% of AMG's outstanding stock, and the company recently reported strong quarterly earnings, beating analyst estimates. Analysts maintain a "Buy" rating for AMG, with an average target price of $370.86.
25,935 Shares in Affiliated Managers Group, Inc. $AMG Purchased by Chase Investment Counsel Corp
Chase Investment Counsel Corp acquired 25,935 shares of Affiliated Managers Group, Inc. (NYSE:AMG) during the second quarter, valued at approximately $8.78 million, making it their 21st largest position. Other institutional investors also adjusted their holdings, while insider transactions saw Director Annette Franqui purchase shares and CEO Jay C. Horgen sell shares. Analysts maintain a "Buy" rating for AMG, with an average price target of $370.86, following strong quarterly earnings that surpassed expectations.
Affiliated Managers Group (AMG) Stock May Still Be Cheap Despite Alternatives Momentum
Affiliated Managers Group (AMG) stock has seen a significant 170% return over the past three years, yet valuation models suggest it remains reasonably priced, or even undervalued, with its current share price close to intrinsic value estimates. The company's strong performance in its alternatives platform supports future cash flow expectations, but investors are considering whether this growth is fully reflected in the current stock price. Despite the gains, various metrics, including a P/E ratio well below industry averages, indicate AMG may still offer potential reward, although the "easy valuation win" might have passed.
AMG GW&K Small Cap Value Fund Q2 2026 Commentary
The AMG GW&K Small Cap Value Fund (Class N) significantly outperformed its benchmark, the Russell 2000® Value Index, in Q2 2026, returning 21.71% compared to 17.19%. U.S. Small Caps saw strong growth, widening their lead over large-cap stocks, driven by a remarkable 78.5% return in the information technology sector within the Russell 2000® Value Index. The fund's strong performance was despite its underweight position in IT and consumer discretionary, with contributions from holdings like Powell Industries, Solaris Energy Infrastructure, and Constellium.
Affiliated Managers Group (AMG): Morgan Stanley, Atlanta Capital detail 5.5% and 4.7% stakes
Morgan Stanley and Atlanta Capital Management Company, LLC have filed an amended Schedule 13G detailing their stakes in Affiliated Managers Group, Inc. As of June 30, 2026, Morgan Stanley beneficially owns 5.5% of AMG's common stock, while Atlanta Capital reports a 4.7% stake and has ceased to be a beneficial owner of more than five percent of the class. Both entities report shared voting and dispositive powers over their respective shares.
Oliver Luxxe Assets LLC Sells 2,757 Shares of Affiliated Managers Group, Inc. $AMG
Oliver Luxxe Assets LLC reduced its stake in Affiliated Managers Group (AMG) by 21% in the second quarter, selling 2,757 shares and retaining 10,344 shares valued at approximately $3.5 million. Despite this, institutional investors and hedge funds still own 95.3% of AMG, and analysts maintain an average "Buy" rating with a target price of $370.86. The company recently exceeded earnings expectations, reporting $8.29 EPS against a $7.90 consensus and $640.7 million in revenue against $590.94 million expected, and announced a quarterly dividend of $0.01 per share.
Reinhart Partners LLC. Sells 6,628 Shares of Affiliated Managers Group, Inc. $AMG
Reinhart Partners LLC. reduced its stake in Affiliated Managers Group, Inc. (NYSE:AMG) by 25.2% in the second quarter, selling 6,628 shares and retaining 19,657 shares valued at $6.65 million. Despite this, institutional investors collectively own 95.3% of AMG. The company reported strong quarterly earnings, surpassing analyst estimates, and maintains a consensus "Buy" rating with an average price target of $370.86.
Bank of America Corp DE Acquires 176,246 Shares of Affiliated Managers Group, Inc. $AMG
Bank of America Corp DE significantly increased its stake in Affiliated Managers Group, Inc. (AMG) by 75.5% in the first quarter, acquiring 176,246 additional shares and bringing its total holdings to 409,578 shares valued at $113.3 million. This move comes as AMG reported strong quarterly earnings, beating analyst expectations with $8.29 per share and $640.7 million in revenue. Analyst sentiment remains positive, with a consensus "Buy" rating and price targets indicating potential upside.
AMG GW&K Core Bond ESG Fund Q2 2026 Commentary (MBGVX)
The AMG GW&K Core Bond ESG Fund (MBGVX) outperformed its benchmark, the Bloomberg U.S. Aggregate Bond Index, in Q2 2026, returning 0.79% versus 0.67%. This outperformance was mainly driven by the fund's overweight allocation to spread products, particularly corporate credit, following a de-escalation of geopolitical tensions with Iran. The fund remains positioned with overweight corporate and high-quality securitized products, anticipating benefits from resilient growth and normalizing inflation.
Affiliated Managers Group, Inc. Stock 12‑Month Price Target Raised to $434.29, Implies 14% Upside
Affiliated Managers Group, Inc. (AMG) has seen its average 12-month price target raised to $434.29 from $430 by 7 analysts, implying a 14% potential upside from its Aug. 3 closing price. The consensus rating among 8 analysts remains a "Buy," with forecasts ranging from $337 to $512 per share.
What Makes Affiliated Managers Group (AMG) a Strong Momentum Stock: Buy Now?
Affiliated Managers Group (AMG) is identified as a strong momentum stock with a Zacks Rank of #2 (Buy) and a Momentum Style Score of B. The article highlights AMG's impressive short-term and long-term price performance, outperforming its industry and the S&P 500, alongside positive earnings estimate revisions, suggesting it's a promising pick for investors seeking growth.
Amg stock hits all-time high at 382.86 USD By Investing.com
Affiliated Managers Group Inc (AMG) stock has reached an all-time high of $382.86, trading just 1% below its 52-week high with a market capitalization of $10.11 billion. This surge reflects strong investor confidence and a 78.33% increase over the past year, with the stock maintaining an attractive valuation. The company also reported record-breaking Q2 2026 results, including an adjusted EBITDA of $316 million and economic earnings per share of $8.29, along with a 7% increase in assets under management to $942 billion.
Affiliated Managers: Q2 Earnings Snapshot
Affiliated Managers Group Inc. (AMG) reported Q2 profit of $185.9 million, or $6.95 per share, with adjusted earnings of $8.29 per share, surpassing Wall Street's expectation of $7.85 per share. The company posted revenue of $640.7 million. AMG shares have risen 25% year-to-date and 70% over the last 12 months.
Affiliated Managers Group, Inc. 5.875% Junior Subordinated Notes due 2059 Revenue Breakdown – NYSE:MGR
This page provides financial information for Affiliated Managers Group, Inc. 5.875% Junior Subordinated Notes due 2059 (NYSE:MGR). It details sections like overview, profile, financials, and news, offering insights into the company's fundamentals, statements, statistics, dividends, earnings, and segments. The content emphasizes revenue breakdown by source and country.
Affiliated Managers Group Inc reports results for the quarter ended June 30 - Earnings Summary
Affiliated Managers Group Inc has released its earnings summary for the quarter that ended on June 30. The report, sourced from Refinitiv via Reuters, indicates the financial performance of the company during this period. Readers can access the full details of this report on TradingView.
Earnings call transcript: AMG posts record Q2 2026 results as AUM hits $942 billion
Affiliated Managers Group (AMG) reported record Q2 2026 results, with adjusted EBITDA reaching $316 million and economic EPS climbing to $8.29. The firm's assets under management (AUM) grew to $942 billion, driven significantly by net inflows into alternative strategies which now constitute over 60% of earnings. AMG is actively repurchasing shares and expanding its capital deployment into new and existing affiliates, particularly in private markets and liquid alternatives, forecasting continued strong economic EPS growth for 2026.
Affiliated Managers Group (AMG) Tops Q2 Earnings and Revenue Estimates
Affiliated Managers Group (AMG) exceeded Q2 earnings and revenue estimates, reporting $8.29 per share against an $7.85 consensus and revenues of $640.7 million, significantly beating expectations. The company has consistently surpassed EPS estimates over the last four quarters and holds a Zacks Rank #2 (Buy), indicating potential for market outperformance. Investors are now looking to management commentary and future estimate revisions for further insights.
AMG Reports Financial and Operating Results for the Second Quarter and First Half of 2026
AMG announced strong financial results for Q2 and H1 2026, with diluted EPS of $6.95 and Economic EPS of $8.29, marking a 54% year-over-year increase. The company reported a record AUM of $942 billion, driven by significant net client cash flows, particularly in alternative strategies. AMG's President and CEO, Jay C. Horgen, highlighted the strategic execution and growth opportunities in alternative strategies, affirming the company's strong capital position and commitment to shareholder value.
Affiliated Managers earnings up next amid tax strategy scrutiny
Affiliated Managers Group Inc. is scheduled to report its second-quarter earnings, with investors keenly focused on how the company's management will address recent regulatory concerns regarding tax-aware investment strategies. Analysts predict earnings of $7.90 per share on revenue of $588.17 million. Despite a recent stock selloff due to potential Treasury scrutiny, Wall Street analysts largely maintain a bullish outlook on AMG.
Affiliated Managers Group (AMG) Q2 Earnings: What To Expect
Affiliated Managers Group (AMG) is set to report its Q2 earnings this Thursday, with analysts predicting a 19.2% year-on-year revenue growth. Last quarter, the company missed revenue expectations but beat EPS estimates. Peers BNY and State Street have already reported, showing revenue growth and mixed stock reactions, providing a glimpse into the sector's performance.
Affiliated Managers (AMG) Is Up 8.7% After Raising Q2 2026 Adjusted EBITDA and Revenue Guidance
Affiliated Managers Group (AMG) saw an 8.7% stock increase after raising its Q2 2026 adjusted EBITDA guidance to US$290 million to US$305 million and projecting better revenues. This positive outlook, supported by share repurchases and a focus on higher-fee alternative strategies, has heightened investor interest, despite ongoing risks from fee compression and concentration in traditional active equity. The company's narrative forecasts substantial revenue growth and a fair value of $411.43 by 2029.
3 Asset Managers With Positive Earnings Surprise Potential in Q2
This article identifies three asset management firms—Affiliated Managers Group (AMG), Franklin Resources (BEN), and KKR & Co. (KKR)—that show strong potential for positive earnings surprises in Q2 2026. These companies are highlighted using Zacks' proprietary methodology, combining a positive Earnings ESP with a Zacks Rank of #3 or better. The article details the market conditions and strategic moves, such as AUM growth and shifts to alternative investments, that are expected to drive their strong performance for the quarter.
Avoiding Lag: Real-Time Signals in (AMG) Movement
This article provides a real-time analysis of Affiliated Managers Group Inc. (AMG) stock, highlighting a neutral near and mid-term outlook with a potentially positive long-term bias. It outlines distinct AI-generated trading strategies—Position, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis, emphasizing entry and exit points, targets, and stop losses for different risk profiles. The report also notes an exceptional 29.8:1 risk-reward short setup for AMG.
Affiliated Managers Q2 Earnings on Deck: Here's What to Expect
Affiliated Managers Group Inc. (AMG) is set to release its second-quarter 2026 earnings, with expectations of improved year-over-year results stemming from strong AUM and higher revenues. The company has a notable earnings surprise history and is predicted to beat earnings again this quarter due to a positive Earnings ESP and a Zacks Rank #2 (Buy). Key financial projections for Q2 include adjusted EBITDA between $290-$305 million and economic net income between $203-$214 million.
Affiliated Managers Group Inc (AMG) Dividends & Stock Splits: Historical Payouts and Event Timeline
This article provides a historical timeline of dividend payouts for Affiliated Managers Group Inc (AMG), indicating that a total of 6.20M USD has been distributed in dividends over the past five years. It lists upcoming interim and final cash dividends with their corresponding record, payment, and ex-dividend dates, primarily showing a consistent gross dividend of USD 0.01 per share. The stock information provided shows AMG trading at 361.719 USD, with a market capitalization of 9.77B and a P/E TTM of 13.51.
Affiliated Managers Group Inc (AMG) Cash Flow
This article provides a detailed quarterly and annual cash flow statement for Affiliated Managers Group Inc (AMG), covering operating, investing, and financing activities. It presents financial data from FY2012Q1 through FY2026Q1, along with year-over-year percentage changes. The report also includes an FAQ section defining different types of cash flows and answering common questions about AMG's cash flow performance.
Clarkston Capital Partners LLC Reduces Stock Holdings in Affiliated Managers Group, Inc. $AMG
Clarkston Capital Partners LLC has reduced its stake in Affiliated Managers Group (AMG) by 65.3% in the first quarter, though AMG remains its third-largest holding. Despite the reduction by Clarkston, other institutional investors increased their positions, and analysts generally maintain a "Moderate Buy" rating with an average target price of $362.29. Affiliated Managers Group reported strong quarterly earnings, beating estimates with $8.23 EPS and a 9.7% rise in revenue year-over-year.
AMG4997162 Bond Profile — Key Metrics
This article provides a bond profile for AMG4997162, issued by Affiliated Managers Group, Inc. Key details include a 3.3% coupon rate, maturity on June 15, 2030, and an outstanding amount of $350 million USD. The bond has a face value of $1,000 USD and a minimum denomination of $2,000 USD.
MGRB Bond Risk Profile
This article provides a risk profile for the Affiliated Managers Group, Inc. 4.750% Junior Subordinated Notes due 2060 (MGRB). It highlights key metrics for credit risk assessment, including security level, inflation protection, and issuer rating. The platform allows users to access analyst ratings and detailed bond breakdowns to make informed investment decisions.
MGRD Bond Coupon Profile — Rate & Payments
This article provides a coupon profile for Affiliated Managers Group, Inc.'s (MGRD) 4.200% Junior Subordinated Notes due 2061. It details the current coupon rate of 4.20% and specifies that the next interest payment is scheduled for September 30, 2026. The information highlights essential coupon data for investors interested in the bond's payment schedule and rates.
MGRD Bond Risk Profile
This article provides an overview of the MGRD (Affiliated Managers Group, Inc.) 4.200% Junior Subordinated Notes due 2061. It highlights key metrics for risk analysis, including security level, inflation protection, and issuer rating, to help investors evaluate the reliability of these bonds. The profile also mentions access to exclusive analyst ratings for bonds.
Affiliated Managers Group, Inc. $AMG Shares Purchased by Illinois Municipal Retirement Fund
The Illinois Municipal Retirement Fund increased its stake in Affiliated Managers Group (AMG) by 46.6% in the first quarter, now owning 21,367 shares valued at $5.9 million. This comes as Wall Street analysts maintain a "Moderate Buy" consensus rating for AMG, with a target price of $362.29, following strong quarterly results where the company exceeded EPS and revenue estimates. Despite some insider selling, institutional ownership in AMG remains high at 95.30%.
Goodman Financial Corp Decreases Position in Affiliated Managers Group, Inc. $AMG
Goodman Financial Corp reduced its stake in Affiliated Managers Group (AMG) by 51.8% in the first quarter, selling 34,982 shares, bringing its total to 32,492 shares valued at approximately $8.99 million. Insider activity was mixed with director sales and purchases, resulting in a net insider sale of 21,902 shares over three months. Analysts maintain a "Moderate Buy" rating, with an average price target of $362.29, following AMG's strong quarterly earnings of $8.23 EPS, surpassing expectations, and a 9.7% year-over-year revenue increase.
Analysts’ Opinions Are Mixed on These Financial Stocks: Insurance Australia Group Limited (OtherIAUGF), JPMorgan Chase (JPM) and Affiliated Managers (AMG)
Analysts have mixed opinions on several financial stocks. Insurance Australia Group Limited received a "Moderate Buy" consensus with a "Buy" rating from Jefferies and TipRanks – OpenAI. JPMorgan Chase holds a "Moderate Buy" consensus, although Truist Financial and HSBC maintained "Hold" ratings. Affiliated Managers secured a "Strong Buy" consensus, with Goldman Sachs and Bank of America Securities both reiterating "Buy" ratings.
Livforsakringsbolaget Skandia Omsesidigt Buys 3,100 Shares of Affiliated Managers Group, Inc. $AMG
Livforsakringsbolaget Skandia Omsesidigt increased its stake in Affiliated Managers Group (AMG) by 9.7% in Q1 2026, acquiring 3,100 additional shares to hold a total of 34,950 shares valued at $9.67 million. Wall Street analysts maintain a "Moderate Buy" consensus for AMG with a $362.29 average target price, following several firms reaffirming buy ratings with targets up to $454. The company recently reported strong quarterly earnings of $8.23 per share, exceeding expectations, and its stock is trading near its 52-week high at $366.38.
Arbejdsmarkedets Tillaegspension Acquires 6,142 Shares of Affiliated Managers Group, Inc. $AMG
Arbejdsmarkedets Tillaegspension increased its stake in Affiliated Managers Group (AMG) by 7.2% in Q1 2026, purchasing 6,142 additional shares and bringing its total holding to 91,949 shares valued at approximately $25.4 million. The article also notes significant insider selling by CEO Jay C. Horgen and Director David Christopher Ryan, totaling $7.26 million in the last 90 days. AMG reported strong quarterly results, beating analyst expectations with an EPS of $8.23 and revenue of $544.9 million, and currently holds a "Moderate Buy" rating with a consensus price target of $362.29.
Affiliated Managers Group, Inc. (NYSE:AMG) Given Consensus Recommendation of "Moderate Buy" by Brokerages
Affiliated Managers Group (NYSE:AMG) has received a "Moderate Buy" consensus rating from eight brokerages, with an average 1-year target price of $362.29. The company recently exceeded quarterly earnings expectations, reporting EPS of $8.23 and revenue of $544.9 million, marking a 9.7% year-over-year growth. Despite mixed insider trading activity, institutional investors hold a significant 95.3% stake in the asset manager.
Q1 Earnings Roundup: Affiliated Managers Group (NYSE:AMG) And The Rest Of The Custody Bank Segment
The Q1 earnings season has concluded for the custody bank industry, showing strong performance with revenues beating consensus estimates by 2.5% and share prices rising 11.4% on average. Affiliated Managers Group (NYSE:AMG) reported a revenue increase but missed analyst expectations, while Franklin Resources (NYSE:BEN) had an exceptional quarter, exceeding both revenue and EPS estimates. Hamilton Lane (NASDAQ:HLNE) experienced the slowest revenue growth, falling short of expectations, illustrating varied performance within the segment.
Trading Systems Reacting to (MGRB) Volatility
This article analyzes the volatility of Affiliated Managers Group Inc. 4.750% Junior Subordinated Notes Due 2060 (NASDAQ: MGRB) using AI models. It identifies a strong near-term sentiment with potential neutral mid- and long-term outlooks, highlighting resistance testing and an exceptional risk-reward short setup. The article then details specific institutional trading strategies for various risk profiles and holding periods, including position, momentum breakout, and risk hedging strategies.
Louisiana State Employees Retirement System Takes Position in Affiliated Managers Group, Inc. $AMG
The Louisiana State Employees Retirement System has initiated a new position in Affiliated Managers Group (NYSE:AMG), purchasing 8,200 shares valued at approximately $2.27 million in the first quarter. This comes as institutional ownership in AMG remains high at 95.3%, with several other funds also recently adding to or starting positions. The company has demonstrated strong fundamentals, beating quarterly EPS estimates, and analysts generally rate it a "Moderate Buy" with a consensus price target of $362.29.
7,390 Shares in Affiliated Managers Group, Inc. $AMG Purchased by OP Asset Management Ltd
OP Asset Management Ltd recently acquired 7,390 shares of Affiliated Managers Group Inc. (AMG) for approximately $2.05 million. This purchase comes amidst notable insider selling, including CEO Jay C. Horgen's sale of 17,500 shares, yet analyst sentiment remains positive with a "Moderate Buy" consensus and an average price target of $362.29. The company also reported strong Q1 earnings, beating EPS expectations and achieving 9.7% year-over-year revenue growth.
AMG or BLK: Which Is the Better Value Stock Right Now?
This article compares Affiliated Managers Group (AMG) and BlackRock (BLK) to determine which is a better value stock. Utilizing the Zacks Rank and Style Scores, the analysis concludes that AMG, with a Zacks Rank of #2 (Buy) and better valuation metrics such as lower P/E, PEG, and P/B ratios compared to BlackRock's Zacks Rank of #3 (Hold), is the superior option for value investors.
All You Need to Know About Affiliated Managers (AMG) Rating Upgrade to Buy
Affiliated Managers Group (AMG) has received an upgrade to a Zacks Rank #2 (Buy), reflecting a positive shift in its earnings outlook. This upgrade is driven by an upward trend in earnings estimates, which Zacks identifies as a powerful predictor of stock price movements. The Zacks rating system highlights AMG's improved business fundamentals and strong potential for near-term market-beating returns.
0HAQ Forecast — Price Target — Prediction for 2027
This article provides a detailed forecast for Affiliated Managers Group, Inc. (0HAQ) stock, including analyst price targets, historical performance, and financial data. It highlights the current stock price, volatility, market capitalization, upcoming earnings reports, and dividend information. The report also includes technical analysis ratings, suggesting buy signals for various timeframes.
Behavioral Patterns of AMG and Institutional Flows
This article provides an AI-generated analysis of Affiliated Managers Group Inc. (NYSE: AMG), highlighting a weak near-term sentiment but strong mid and long-term outlooks. It details three distinct trading strategies with specific entry, target, and stop-loss levels, an exceptional 33.5:1 risk-reward setup, and multi-timeframe signal analysis for investors.
Affiliated Managers Group Inc (AMG) Financial Health: Profitability & Balance Sheet Analysis
Affiliated Managers Group Inc (AMG) has a robust financial status with an average operating efficiency, ranking 40th out of 122 in its industry. The company reported a significant year-over-year revenue increase of 8.50% and a net profit increase of 52.49% for its latest quarter. Its financial score is 7.22, indicating strong overall financial health despite some detailed financial data not yet being disclosed.
Affiliated Managers Group Inc (AMG) Earnings Forecast: Future EPS & Revenue Growth Estimates
Affiliated Managers Group Inc (AMG) has an earnings forecast score of 9.00, placing it 4th in its industry. Analysts have given AMG a "Strong Buy" rating with an average price target of $298.00. The company's expected revenue for the next quarter is $581.69 million, and its EPS for the previous quarter was $12.46, with an expectation of $7.76 for the next quarter.
