Affiliated Managers Group, Inc. (AMG) Stock Analysis
Breakout setup
Financial Services · Asset Management
Hold if already holding. Not a fresh buy at $308.61, but acceptable to hold if already in. Reason: Thin upside margin: 6.7%.
Affiliated Managers Group is a strategic holding company with meaningful equity interests in independent investment management firms (Affiliates), spanning alternatives and differentiated long-only strategies globally. Revenue is derived from structured participations in... Read more
Hold if already holding. Not a fresh buy at $308.61, but acceptable to hold if already in. Reason: Thin upside margin: 6.7%. Chart setup: Golden cross, above all MAs, RSI 60, MACD bullish. Maintain position. Not compelling to add more. Score 6.1/10, moderate confidence.
Passes 5/6 gates (positive momentum, clean insider activity, no SEC red flags, earnings proximity no date, semi cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.
Thesis
Key Metrics
Quality Signals
Options Flow
Material Events(8-K, last 90d)
- 2026-02-12Item 5.02MEDIUMThomas M. Wojcik stepping down as President and Chief Operating Officer effective March 6, 2026. Responsibilities will be allocated to other members of the senior leadership team. No successor named. No reason cited beyond departure. Cash payments totaling $5,025,000 in 2026 subject to separation agreement.SEC filing →
- 2026-02-26Item 5.02LOWG. Staley Cates appointed as independent director effective April 1, 2026. Cates served as Vice Chairman of Southeastern Asset Management from 2015-2024 and as President from 1989-2015. No committee assignments disclosed.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer
Rating Breakdown
1 floor-breaker
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $308.61, but acceptable to hold if already in. Reason: Thin upside margin: 6.7%. Chart setup: Golden cross, above all MAs, RSI 60, MACD bullish. Maintain position. Not compelling to add more. Target $326.37 (+5.8%), stop $284.51 (−8.5%), A.R:R 0.5:1. Score 6.1/10, moderate confidence.
Take-profit target: $326.37 (+6.7% upside). Target $326.37 (+5.8%), stop $284.51 (−8.5%), A.R:R 0.5:1. Stop-loss: $284.51.
Thin upside margin: 6.7%.
Affiliated Managers Group, Inc. trades at a P/E of 13.0 (forward 7.8). TrendMatrix value score: 6.8/10. Verdict: Hold.
10 analysts cover AMG with a consensus score of 4.3/5. Average price target: $375.
What does Affiliated Managers Group, Inc. do?Affiliated Managers Group is a strategic holding company with meaningful equity interests in independent investment...
Affiliated Managers Group is a strategic holding company with meaningful equity interests in independent investment management firms (Affiliates), spanning alternatives and differentiated long-only strategies globally. Revenue is derived from structured participations in Affiliates' revenues and earnings across numerous managers and asset classes.