Affiliated Managers Group, Inc. (AMG) Stock Analysis
Financial Services · Asset Management
Hold if already holding. Not a fresh buy at $342.12, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (0.9% away).
AMG is a strategic partner to independent investment management firms (Affiliates), holding equity stakes generating structured revenue shares from firms managing ~$813B in AUM across alternatives, liquid alternatives, and differentiated long-only strategies globally. AMG does... Read more
Hold if already holding. Not a fresh buy at $342.12, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (0.9% away). Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Score 6.2/10, moderate confidence.
Passes 6/8 gates (positive momentum, clean insider activity, news events none recent, earnings proximity 50d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.
About Affiliated Managers Group, Inc.
About Affiliated Managers Group, Inc.
Affiliated Managers Group's Affiliates managed $813 billion in AUM at December 31, 2025—$146 billion in private markets, $227 billion in liquid alternatives, $312 billion in equities, and $128 billion in multi-asset/fixed income. The majority of Affiliates are registered with the SEC under the Investment Advisers Act of 1940, with UK-active Affiliates regulated by the Financial Conduct Authority. AMG employed approximately 250 direct staff of the roughly 5,600 total AMG and Affiliate employees at year-end 2025.
AMG's revenue derives from structured partnership interests in each Affiliate under two primary structures: a contractual share of Affiliate revenue without regard to expenses (comprising Affiliates that generate a majority of consolidated revenue), or a share of revenue less agreed-upon expenses. Fee income varies by Affiliate investment performance, product mix, and AUM levels. Performance-based fees—which include high-watermark provisions requiring underperforming products to recover prior losses before new fees accrue—can fluctuate significantly period to period. Growth investments have shifted over more than three decades toward alternative strategies in private markets and liquid alternatives. Distribution capabilities extend to institutional and wealth clients across the U.S., Europe, UK, Middle East, and Asia. AMG's U.S. wealth distribution subsidiary is registered with the SEC and sponsors mutual funds under the Investment Company Act; its UK institutional subsidiary is regulated by the Financial Conduct Authority.
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The filing discloses that certain Affiliates contribute more significantly to AMG's results and that changes in their fee levels 'could have a disproportionate adverse impact' on the company's financial condition. This exposure is compounded by investment management contracts that are typically terminable without penalty on notice not longer than 60 days, making high-contribution Affiliates' client bases sensitive to rapid withdrawal. AMG carried $2.7 billion in outstanding debt and $285.0 million in unfunded general partner and seed capital commitments at December 31, 2025, meaning any sudden Affiliate AUM contraction could simultaneously compress revenues and constrain financial flexibility.
See also: Financial Services · Asset Management
From Affiliated Managers Group, Inc.'s most recent 10-K filing, extracted June 9, 2026.
Recent developments
updated 2026-06-10Recent Developments — Affiliated Managers Group, Inc.
Latest news
- NEWS Short Interest in Affiliated Managers Group, Inc. (NYSE:AMG) Rises By 28.9% - MarketBeat — MarketBeat negative
- NEWS Why Affiliated Managers Group (AMG) is a Top Value Stock for the Long-Term - Yahoo Finance — Yahoo Finance positive
- NEWS Affiliated Managers to Report Q1 Earnings: What's in the Cards? - TradingView — TradingView positive
- NEWS Affil Mgmt (AMG) Stock: Price Pattern Formation | Q4 2025: Better Than Expected - Real Trader Network - UBND thành phố H — UBND thành phố Hải Phòng positive
- NEWS Affiliated Managers Group: Undervalued Opportunities In Baby Bonds Amid Stable Growth - Seeking Alpha — Seeking Alpha positive
Generated 2026-06-15T18:11:46Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Material Events(8-K, last 90d)
- 2026-02-26Item 5.02LOWG. Staley Cates (former Vice Chairman of Southeastern Asset Management) appointed as independent director effective April 1, 2026. Routine board appointment.SEC filing →
- 2026-02-12Item 5.02MEDIUMThomas M. Wojcik (President & Chief Operating Officer) stepping down effective March 6, 2026. Responsibilities distributed to other members of the senior leadership team. No named successor for the President/COO role.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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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 $342.12, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (0.9% away). Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Target $341.19 (-0.3%), stop $321.02 (−6.6%), A.R:R -0.2:1. Score 6.2/10, moderate confidence.
Take-profit target: $341.19 (-0.3% upside). Target $341.19 (-0.3%), stop $321.02 (−6.6%), A.R:R -0.2:1. Stop-loss: $321.02.
Analyst target reached - limited upside remaining; Near 52-week high (0.9% away); Overbought (RSI 88).
Affiliated Managers Group, Inc. trades at a P/E of 13.8 (forward 8.6). TrendMatrix value score: 6.2/10. Verdict: Hold.
10 analysts cover AMG with a consensus score of 4.3/5. Average price target: $381.
What does Affiliated Managers Group, Inc. do?AMG is a strategic partner to independent investment management firms (Affiliates), holding equity stakes generating...
AMG is a strategic partner to independent investment management firms (Affiliates), holding equity stakes generating structured revenue shares from firms managing ~$813B in AUM across alternatives, liquid alternatives, and differentiated long-only strategies globally. AMG does not directly manage assets; its earnings depend on Affiliate performance and fee levels.