Northwestern Mutual Wealth Management Co. Acquires 192,715 Shares of Affiliated Managers Group, Inc. $AMG
Northwestern Mutual Wealth Management Co. significantly increased its stake in Affiliated Managers Group (AMG) by purchasing an additional 192,715 shares in Q4, bringing its total holding to 193,392 shares valued at approximately $58.24 million. This increased ownership comes as AMG reported strong Q1 results, surpassing analyst expectations with EPS of $8.23 and a 9.7% revenue increase year-over-year. Analysts maintain a largely positive outlook on AMG, with a consensus "Moderate Buy" rating and a price target of $362.29, compared to the recent trading price of around $293.75.
Chase Investment Counsel Corp Purchases Shares of 17,215 Affiliated Managers Group, Inc. $AMG
Chase Investment Counsel Corp initiated a new position in Affiliated Managers Group (AMG) in Q4, acquiring 17,215 shares valued at $4.96 million, representing 1.4% of its holdings. This comes as AMG reported strong quarterly earnings, surpassing analyst expectations with an EPS of $8.23 and revenue up 9.7% year-over-year. Despite recent insider selling, analysts maintain a "Moderate Buy" rating for AMG with a consensus price target of $362.29.
Affiliated Managers Group Q1 2026 Earnings Call: Complete Transcript
Affiliated Managers Group (AMG) reported record Q1 2026 results, with adjusted EBITDA of $317 million and economic earnings per share of $8.23, driven by strong demand for liquid alternatives and private markets, resulting in over $22 billion in net client cash flows. The company highlighted its strategic focus on infrastructure, secondary solutions, absolute return, and tax-aware strategies, and repurchased $186 million in shares during the quarter. AMG expects continued growth, projecting Q2 2026 adjusted EBITDA between $290 million and $305 million, reflecting confidence in its diversified business model and capital allocation strategy.
Affiliated Managers Group (AMG) reports next week: Wall Street expects earnings growth
Affiliated Managers Group (AMG) is expected to report an increase in earnings for its upcoming fiscal quarter, with Wall Street analysts forecasting a 16.4% year-over-year rise to $4.76 per share. Revenue is also projected to increase by 5.3% to $1.15 billion. The report will be closely watched for insights into AMG's asset management business and its future performance outlook.
Crossmark Global Holdings Inc. Acquires Shares of 6,127 Affiliated Managers Group, Inc. $AMG
Crossmark Global Holdings Inc. has acquired a new stake of 6,127 shares, valued at $1.77 million, in Affiliated Managers Group (AMG) during the fourth quarter. This comes amidst insider selling by AMG's COO and General Counsel totaling over $2.9 million in March. Despite the insider sales, AMG reported better-than-expected Q1 earnings, and analysts largely maintain a "Moderate Buy" rating with a consensus price target of $362.29.
A Look At Affiliated Managers Group (AMG) Valuation After Strong Q1 Earnings And Buyback Activity
Affiliated Managers Group (AMG) reported strong Q1 earnings with increased sales and net income, alongside ongoing share repurchases and a quarterly dividend. Despite a significant one-year share price return of 64.75%, the stock, currently trading at $302.80, is considered undervalued by some analysts with a fair value target of $382. The article highlights AMG's disciplined capital allocation as a key driver for future per-share earnings growth.
[Form 4] AFFILIATED MANAGERS GROUP, INC. Insider Trading Activity
Affiliated Managers Group (NYSE: AMG) director Ryan David Christopher sold 3,402 shares of common stock in an open-market transaction on May 6, 2026. The shares were sold at a weighted average price of $305.06, with individual trades ranging from $303.54 to $307.71, totaling approximately $1.04 million. Following this transaction, Christopher directly owns 1,092 shares of AMG.
[Form 4] AFFILIATED MANAGERS GROUP, INC. Insider Trading Activity
A recent Form 4 SEC filing reveals insider trading activity for Affiliated Managers Group, Inc. (AMG). Insider Felix V. Matos Rodriguez sold 1,000 shares of common stock at a price of $300.18 per share, totaling approximately $300,180. This transaction leaves the insider with 4,369 shares of common stock after the sale.
AMG SEC Filings - Affiliated Managers Group Inc 10-K, 10-Q, 8-K Forms
This page provides access to Affiliated Managers Group (AMG) SEC filings, including 10-K, 10-Q, 8-K reports, and insider trading forms. It highlights recent 8-K filings detailing debt issuance, redemption notices, and dividend declarations, and notes that AI-powered summaries are used to simplify understanding of these documents. The article also provides recent insider transaction details for CEO Jay C. Horgen and lists various AMG rankings and stock data.
Cates G. Staley buys $458,745 in Affiliated Managers Group stock
Cates G. Staley, a director at Affiliated Managers Group (NASDAQ:AMG), purchased 1,500 shares for $458,745, signaling confidence in the company which has seen a 77% return over the past year. InvestingPro analysis indicates the stock is undervalued, and recent Q1 2026 earnings beat expectations despite a slight revenue miss. Goldman Sachs also raised its price target for AMG to $405 with a Buy rating reflecting strong performance and an improved EBITDA outlook.
AMG's Q1 earnings beat on higher revenues & record AUM, shares rise
AMG reported better-than-expected Q1 earnings, driven by higher revenues and record assets under management (AUM). The company's Q1 adjusted EPS rose 13% year-over-year to $4.76, while revenues increased by 11% to $1.15 billion, both surpassing analyst estimates. This strong performance, especially the 21% increase in average AUM to a record $777 billion, led to a rise in AMG's share price.
How Record Inflows and Alternative Assets Will Impact Affiliated Managers Group (AMG) Investors
Affiliated Managers Group (AMG) recently reported strong first-quarter 2026 results, including record assets under management and net client cash flows, driven by alternative investment strategies. The article discusses how these record inflows and the company's growing focus on alternatives will influence AMG's investment narrative, highlighting both opportunities and risks. It also forecasts AMG's revenue and earnings by 2029 and suggests an estimated fair value for its stock.
TD Cowen Lowers Affiliated Managers Group (NYSE:AMG) Price Target to $454.00
TD Cowen has reduced its price target for Affiliated Managers Group (NYSE:AMG) to $454 from $463, while maintaining a "buy" rating, indicating a potential 53% upside. The company also reported a strong Q1 earnings beat with $8.23 EPS against an $8.10 consensus and revenue of $544.9M, a 9.7% increase year-over-year. Affiliated Managers Group holds a "Moderate Buy" consensus rating from analysts, with seven "Buy" ratings and one "Hold."
Why Affiliated Managers Group (AMG) Stock Is Up Today
Shares of Affiliated Managers Group (AMG) rose 3.2% after the company reported strong first-quarter 2026 financial results. The asset management company achieved record investor inflows of over $22 billion and significantly grew its Economic EPS by 58% year-over-year, beating analyst expectations. This performance was driven by strong demand for its investment products, leading to record assets under management of $882 billion.
Affiliated Managers Group, Inc. (AMG) Q1 2026 Earnings Call Transcript Summary
This document is a summary of the Q1 2026 earnings call transcript for Affiliated Managers Group, Inc. (AMG). It provides key insights and discussions from the company's recent financial performance update.
Affiliated Managers Group (NYSE:AMG) Releases Earnings Results, Beats Estimates By $0.13 EPS
Affiliated Managers Group (NYSE:AMG) announced its quarterly earnings, surpassing analyst estimates by $0.13 with an Economic EPS of $8.23. The asset manager reported record Q1 results, including $882 billion in AUM and over $22 billion in net inflows, driven by a strategic focus on alternative investments. The company also confirmed active capital allocation, repurchasing approximately $186 million in shares during Q1 and setting a target of around $500 million for the year.
Record $882B AUM and 58% Economic EPS growth at AMG (NYSE: AMG)
Affiliated Managers Group (AMG) reported strong first-quarter 2026 results, achieving a record $882 billion in assets under management (AUM) and a 58% year-over-year increase in Economic EPS to $8.23. The company also generated record positive net client cash flows of $22.5 billion, primarily driven by alternative strategies. AMG repurchased $186 million of common stock and declared a quarterly dividend of $0.01 per share.
Affiliated Managers: Q1 Earnings Snapshot
Affiliated Managers Group Inc. (AMG) reported strong first-quarter results, with net income of $110.4 million and adjusted earnings of $8.23 per share, surpassing Wall Street estimates. The asset manager's revenue of $544.9 million also exceeded forecasts. AMG shares have seen a significant rise of 78% over the past 12 months.
Affiliated Managers Group (AMG) To Report Earnings Tomorrow: Here Is What To Expect
Affiliated Managers Group (AMG) is scheduled to report earnings tomorrow. The market anticipates an 11.8% year-on-year revenue increase, a significant improvement from last year's flat revenue. Peers Franklin Resources and BNY have already reported strong Q1 results, suggesting positive sentiment in the custody bank segment.
Short seller targets AQR backer over tax-loss harvesting
The short seller Muddy Waters has targeted a company connected to AQR Capital Management, alleging that it was inflating its market value through tax-loss harvesting. The report by Muddy Waters claims that the targeted company's business model is unsound and that its valuation is significantly overstated.
How Affiliated Managers Group Inc. 5.875% Junior Subordinated Notes Due 2059 (MGR) Affects Rotational Strategy Timing
This article analyzes the Affiliated Managers Group Inc. 5.875% Junior Subordinated Notes Due 2059 (MGR), identifying a neutral sentiment across all time horizons and suggesting a wait-and-see approach. It highlights an exceptional 14.5:1 risk-reward setup targeting a 4.3% gain against a 0.3% risk. The analysis provides specific trading strategies, including long, breakout, and short positions, along with support and resistance levels.
Lecap Asset Management Ltd. Acquires New Position in Affiliated Managers Group, Inc. $AMG
Lecap Asset Management Ltd. has taken a new position in Affiliated Managers Group (NYSE:AMG) during the fourth quarter, purchasing 3,685 shares valued at approximately $1.06 million, contributing to institutional investors owning around 95.3% of the company. Analysts maintain a positive outlook with a "Moderate Buy" consensus rating and a target price of $350.14. Affiliated Managers Group notably surpassed Q4 earnings per share estimates, reporting $9.48 against an $8.75 consensus, with revenue growth of 6.2% year-over-year.
Short Seller Orso Partners Has Amassed A Bet Against Affiliated Managers Group Inc. - Bloomberg News
Short seller Orso Partners has reportedly built a significant bet against Affiliated Managers Group Inc. This information comes from a Bloomberg News report. The news outlet TradingView News highlighted this development.
CWC Advisors LLC. Reduces Holdings in Affiliated Managers Group, Inc. $AMG
CWC Advisors LLC significantly cut its stake in Affiliated Managers Group (NYSE:AMG) by 26.4% in the fourth quarter, selling 4,309 shares and leaving 12,000 shares valued at $3.459 million. Despite this reduction, AMG remains CWC Advisors' 21st largest holding. Analysts, however, largely maintain a positive outlook on AMG, with strong buy ratings and an average target price of $350.14, and the company recently beat EPS estimates, though revenue slightly missed.
Robeco Institutional Asset Management B.V. Buys 15,432 Shares of Affiliated Managers Group, Inc. $AMG
Robeco Institutional Asset Management B.V. significantly increased its stake in Affiliated Managers Group, Inc. (NYSE:AMG) by 79.2% in the fourth quarter, purchasing an additional 15,432 shares to bring its total holding to 34,908 shares worth approximately $10.06 million. Analysts maintain a "Moderate Buy" rating for AMG, with a consensus target price of $350.14, following a strong Q4 earnings report where the company beat EPS estimates but missed on revenue. Insider selling by top executives was also noted, reducing their ownership percentages.
Altfest L J & Co. Inc. Buys Stake in Affiliated Managers Group
Altfest L J & Co. Inc. has acquired a new stake of 4,089 shares in Affiliated Managers Group (NYSE:AMG) during the fourth quarter of 2025, valued at approximately $1,179,000. This investment signals Altfest L J & Co. Inc.'s confidence in AMG's business model, institutional capabilities, and future growth prospects as a global asset management holding company. The transaction suggests that the investment firm sees value in AMG's strategy of partnering with boutique investment firms.
Altfest L J & Co. Inc. Buys Shares of 4,089 Affiliated Managers Group, Inc. $AMG
Altfest L J & Co. Inc. recently acquired 4,089 shares of Affiliated Managers Group (AMG) valued at approximately $1.18 million, contributing to institutional ownership of about 95.3%. Despite missing revenue estimates, AMG's Q4 earnings per share beat expectations, and the company maintains a "Moderate Buy" consensus rating. Insider transactions show recent share sales by the General Counsel and COO, who collectively own around 4.2% of the stock.
Affiliated Managers Group (AMG) Is Up 7.8% After Doubling Down On Alternatives And Capital Returns - What's Changed
Affiliated Managers Group (AMG) saw a strong 2025 by committing over US$1 billion to alternative growth investments, expanding wealth market collaborations, and repurchasing US$700 million in shares, contributing to a 7.8% stock increase. This strategy highlights a shift towards high-fee growth segments and a tightened capital structure, although it introduces increased exposure to potentially volatile alternative assets. The company's future projections include $2.7 billion in revenue and $578.8 million in earnings by 2029, suggesting a fair value of $382.00.
Is It Too Late To Consider Affiliated Managers Group (AMG) After Its 79% One Year Run?
Affiliated Managers Group (AMG) has seen a significant 79.3% return over the last year, leading investors to question its current valuation. According to Simply Wall St's analysis, the stock appears approximately 14.9% undervalued based on the Excess Returns model, while its P/E ratio is "About Right" when compared to its fair ratio. The article also presents bullish and bearish narratives, suggesting potential fair values of US$382 and US$255, respectively, enabling investors to align the company's valuation with their own future expectations.
Affiliated Managers Group’s 2025 in Review: Liquid Alts, Private Markets, and Aggressive Capital Allocation
Affiliated Managers Group (AMG) reported a strong 2025, driven by significant growth in liquid alternatives and private markets, achieving $813 billion in AUM and a 22% increase in Economic EPS. The company strategically invested over $1 billion in new growth opportunities within alternative strategies and aggressively allocated capital through share repurchases and debt refinancing. AMG's management highlighted the successful execution of its strategic pivot and anticipates continued growth in 2026.
Affiliated Managers Group (NYSE:AMG) Rating Lowered to Buy at Wall Street Zen
Wall Street Zen downgraded Affiliated Managers Group (NYSE:AMG) from a "strong-buy" to a "buy" rating, though analysts generally remain positive with a consensus "Moderate Buy" and an average price target of $350.14. The asset manager surpassed EPS expectations with $9.48 versus an estimated $8.75 and reported a 6.2% year-over-year revenue increase to $556.6 million, despite slightly missing consensus revenue. Recent insider sales have also been noted.
Purchase 3 AMG Mutual Funds for Balanced Risk and Return
This article recommends three AMG mutual funds (AMG Yacktman, AMG River Road Focused Absolute Value, and AMG River Road Large Cap Value Select) for investors seeking long-term growth due to their strong Zacks Mutual Fund Ranks, impressive annualized returns, and below-average expense ratios. It details the investment strategies, key holdings, and performance metrics for each fund. The article also provides a brief overview of Affiliated Managers Group (AMG) and suggests resources for further investment research.
Buy 3 AMG Mutual Funds for Risk-Adjusted Returns
The article recommends three AMG mutual funds—AMG Yacktman (YACKX), AMG River Road Focused Absolute Value (ARRFX), and AMG River Road Large Cap Value Select (FQUAX)—for long-term investment. These funds are highlighted for their strong Zacks Mutual Fund Ranks, positive multi-year annualized returns, and lower-than-average expense ratios. The article details holdings and performance for each fund, emphasizing their potential for risk-adjusted returns.
Weaker Equity and Credit Markets in the Near Term Won't Sidetrack AMG's Improving Flow Forecast
The article discusses the challenges faced by traditional US-based asset managers in generating organic asset under management growth, primarily due to poor active equity investment performance and the rise of low-cost index products. It highlights that Affiliated Managers Group (AMG) falls short in several areas crucial for distribution platform placement. Despite these challenges, the forecast expects weaker equity and credit markets in the near term not to derail AMG's improving flow projections, partially driven by improved private capital flows.
Affiliated Managers Group (AMG) Advanced on Strong Demand for Alternative Investment Solutions
Affiliated Managers Group (AMG) saw advancements driven by strong demand for its alternative investment solutions, particularly in the U.S. wealth channel. Ariel Focus Fund highlighted AMG in its Q4 2025 investor letter, noting the company's momentum in differentiated, tax-aware strategies and its partnership with Brown Brother Harriman. AMG anticipates meaningful earnings growth from record inflows into alternatives and strategic capital allocation.
Goldman Sachs Maintains Affiliated Managers Group, Inc. - Corporate Bond (MGR) Buy Recommendation
Goldman Sachs has reiterated its Buy recommendation for Affiliated Managers Group, Inc.'s Corporate Bond (MGR). This suggests a positive outlook from the investment bank regarding the bond's performance. Investors may view this as an endorsement to consider MGR's corporate bond.
The Technical Signals Behind (AMG) That Institutions Follow
The article discusses the technical signals for Affiliated Managers Group Inc. (NYSE: AMG), highlighting divergent sentiment across all horizons and an ongoing breakdown in the stock. It presents AI-generated institutional trading strategies for long, breakout, and short positions, along with multi-timeframe signal analysis indicating varying strengths and support/resistance levels. The analysis suggests choppy conditions and elevated downside risk for AMG.
Goodman Financial Reduces Stake in Affiliated Managers Group
Goodman Financial Corp, an institutional investor, decreased its stake in Affiliated Managers Group (NYSE:AMG) by 15.9% in the fourth quarter of 2026, selling 12,787 shares and reducing its total holding to 67,474 shares. This transaction, part of a portfolio rebalancing, means Goodman Financial now owns approximately 0.24% of the asset manager's stock. The reduction does not necessarily indicate broader concerns about Affiliated Managers Group's fundamentals but rather reflects shifting ownership dynamics among institutional investors.
JPMorgan Chase & Co. Lowers Stock Holdings in Affiliated Managers Group, Inc. $AMG
JPMorgan Chase & Co. reduced its stake in Affiliated Managers Group (AMG) by 9.5% in the third quarter, selling 13,222 shares and retaining 125,643 shares valued at $29.96 million. Despite institutional selling and some insider trimming, AMG surpassed EPS estimates in its latest quarterly report, though revenue missed expectations. The company maintains a "Moderate Buy" consensus rating from analysts with an average price target of $350.14.
Oliver Luxxe Assets LLC Increases Stock Position in Affiliated Managers Group, Inc. $AMG
Oliver Luxxe Assets LLC significantly increased its stake in Affiliated Managers Group (NYSE:AMG) by 64.2% in the fourth quarter, now holding 18,407 shares worth about $5.31 million. This increase occurred despite recent insider selling by the COO and General Counsel. The company reported strong Q4 EPS of $9.48, beating estimates, and maintains a "Moderate Buy" consensus analyst rating with a target price of $350.14.
Private Client Services LLC Makes New Investment in Affiliated Managers Group, Inc. $AMG
Private Client Services LLC has made a new investment in Affiliated Managers Group (AMG), acquiring 5,294 shares valued at $1.53 million in Q4, contributing to institutional ownership of approximately 95.30%. AMG exceeded EPS expectations but slightly missed revenue estimates, reporting strong net margins and ROE. Equity analysts maintain a "Moderate Buy" rating with an average price target of $350.14.
Understanding the Setup: (MGR) and Scalable Risk
This article from Stock Traders Daily provides an AI-driven analysis of Affiliated Managers Group Inc.'s (MGR) 5.875% Junior Subordinated Notes Due 2059. It indicates a neutral sentiment across all time horizons, suggesting a wait-and-see approach due to elevated downside risk and no clear price positioning signals. The analysis also outlines specific institutional trading strategies (Long Position, Momentum Breakout, and Risk Hedging) with defined entry zones, targets, and stop losses.
Price-Driven Insight from (MGRB) for Rule-Based Strategy
This article provides a price-driven analysis for Affiliated Managers Group Inc. 4.750% Junior Subordinated Notes Due 2060 (MGRB), indicating weak near and mid-term sentiment, potentially pressuring a neutral long-term outlook. It outlines three AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—tailored for different risk profiles and holding periods, along with multi-timeframe signal analysis. The analysis suggests elevated downside risk due to a lack of additional long-term support signals.
Millennium Management Reduces Stake in Affiliated Managers Group
Millennium Management LLC significantly reduced its stake in Affiliated Managers Group (NYSE:AMG) during the third quarter of 2025, selling 552,213 shares and decreasing its holdings by 35.2%. This sale leaves the hedge fund with approximately 3.62% of AMG's stock. The transaction highlights shifting investment trends among large institutional investors, though no specific reasons for the reduction were provided.
Q4 Earnings Highlights: Affiliated Managers Group (NYSE:AMG) Vs The Rest Of The Custody Bank Stocks
This article analyzes the Q4 earnings performance of Affiliated Managers Group (AMG) and compares it to other custody bank stocks. While the broader custody bank sector reported strong Q4 revenues, AMG's results were mixed, missing revenue expectations but beating EBITDA estimates, leading to a stock decline. The article also highlights WisdomTree as the top performer and Voya Financial as the weakest, alongside results for Ameriprise Financial and T. Rowe Price.
Algert Global LLC Boosts Stake in Affiliated Managers Group
Algert Global LLC has increased its stake in Affiliated Managers Group (NYSE:AMG) by 23.9% in the third quarter of 2026, bringing its total holdings to 70,890 shares valued at approximately $16.9 million. This move reflects institutional investor confidence in AMG's diverse portfolio of boutique investment managers. Algert Global, specializing in quantitative investment strategies, now owns about 0.25% of AMG's outstanding shares.
A Look At Affiliated Managers Group’s Valuation After Recent Mixed Share Performance
Affiliated Managers Group (AMG) has shown mixed share performance recently, with short-term declines but strong longer-term returns. Despite slower headline growth forecasts, analysts see potential for upside, with the company's disciplined capital allocation supporting a 31% undervaluation narrative, placing its fair value around $392 per share compared to its current trading price of $271.95. Investors should consider both risks, such as potential fee pressure and earnings concentration, and rewards when evaluating AMG.
Algert Global LLC Acquires 13,670 Shares of Affiliated Managers Group, Inc. $AMG
Algert Global LLC increased its stake in Affiliated Managers Group, Inc. (NYSE:AMG) by 23.9% in the 3rd quarter, acquiring an additional 13,670 shares. Following this purchase, the firm now owns 70,890 shares valued at $16,902,000. Other institutional investors also adjusted their positions in AMG, and the company recently reported strong quarterly earnings, beating analyst estimates, and declared a quarterly dividend.
How Earnings Surge and Private Markets Push At Affiliated Managers Group (AMG) Has Changed Its Investment Story
Affiliated Managers Group (AMG) recently reported strong Q4 and full-year 2025 results, with a 22% increase in annual economic EPS, and announced plans to expand its global private markets presence. These investments in HighBrook Investors and Garda Capital Partners aim to strengthen AMG's position in higher-fee private markets and diversify investment returns. While these moves support AMG's multi-boutique model, they also introduce execution and fundraising risks in a more concentrated portfolio of affiliates.
How Earnings Surge and Private Markets Push At Affiliated Managers Group (AMG) Has Changed Its Investment Story
Affiliated Managers Group (AMG) recently reported a 22% increase in annual economic earnings per share for 2025 and plans to expand its global private markets presence. This strategy, involving investments in HighBrook Investors and Garda Capital Partners, aims to reinforce its position in higher-fee private markets and broaden exposure to differentiated investment returns. While supporting AMG's multi-boutique model, the move also introduces risks related to fundraising, execution, and increased concentration among affiliates.
