AFFILIATED MANAGERS GROUP, INC.(AMG)— Stock Profile, AI Score & Financials
Financials · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
AFFILIATED MANAGERS GROUP, INC. (AMG) stock profile, AI quality score, and SEC EDGAR financial data, a Financials sector company. 13F Pro's AI-powered ranking engine scores AMG at 56.1/100 on a 32-signal composite quality model, placing it at rank #1,198 of 2,961 stocks — the top half of the AI-ranked universe. AMG scores in the top quartile across free cash flow (93.9), earnings quality (91.5), institutional flow (76.9). Shareholder dilution risk is elevated at 23.9/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), AFFILIATED MANAGERS GROUP, INC. reports quarterly revenue of $600.2M, net income of $185.9M, free cash flow of $239.0M. Top institutional holders of AMG by reported 13-F value include BlackRock, MORGAN STANLEY, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. AMG trades on the NYSE exchange and files with the SEC under CIK 1004434. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate AMG daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for AFFILIATED MANAGERS GROUP, INC. directly from SEC EDGAR.
AI Quality Score
56.1/100
AI Rank
#1,198
Revenue
$600.2M
Net Income
$185.9M
Free Cash Flow
$239.0M
AMG key financials by period
AFFILIATED MANAGERS GROUP, INC. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$2.1B
$716.6M
57.2%
FY 2024
10-K
$2.0B
$511.6M
45.2%
FY 2023
10-K
$2.1B
$672.9M
53.0%
FY 2022
10-K
$2.3B
$1.1B
75.0%
FY 2021
10-K
$2.4B
$565.7M
47.3%
FY 2020
10-K
$2.0B
$202.2M
25.1%
Institutions holding AMG
Institutional investors reporting a position in AFFILIATED MANAGERS GROUP, INC. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-07 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Consolidated revenue rose 30% YoY to $640.7M in Q2 FY2026 on broad-based asset- and performance-fee growth, while controlling-interest net income more than doubled to $185.9M aided by a 90% jump in equity method income.
Biggest Revenue Drivers
Asset-based fees (contribution to growth)+$86.3M+18% YoY
Increase in consolidated Affiliates' average AUM, primarily in private markets and multi-asset and fixed income strategies, including market appreciation
Performance-based fees (contribution to growth)+$61.2M+12% YoY
Primarily driven by private markets strategies
Biggest Revenue Drivers
Total revenue: $640.7M+30% YoY
Asset-based fees (contribution to growth)+$86.3M+18% YoY
Increase in consolidated Affiliates' average AUM, primarily in private markets and multi-asset and fixed income strategies, including market appreciation
Performance-based fees (contribution to growth)+$61.2M+12% YoY
Primarily driven by private markets strategies
Largest Expense Items
Compensation and related expenses$316.1M+20% YoY
A $90.7 million increase in compensation accruals, partially offset by a $37.6 million decrease in Affiliate equity expense
Selling, general and administrative$107.4M+12% YoY
A $10.3 million increase in distribution and investment-related expenses tied to higher average AUM
Interest expense$40.5M+17% YoY
A $7.7 million increase from revolver borrowings and $6.0 million increase from the 2036 senior notes
Other expenses (net)$13.3M+33% YoY
A $1.1 million increase in rent and office costs and $0.7 million increase from changes in contingent payment obligation values
Margins: Adjusted EBITDA (controlling interest) grew 44% YoY, slower than the 42% aggregate fee growth, because a larger share of performance-based fees was earned by Affiliates in which AMG holds a lesser economic interest; equity method pre-tax earnings grew faster than equity method revenue due to margin expansion at certain Affiliates.
Watch Items from the Filing
One equity-method Affiliate deemed 'significant' under SEC Reg S-X generated $901.0M of revenue and $642.8M of net income for the six months ended June 30, 2026, underscoring concentration in a single Affiliate.
AUM flows diverged by strategy: liquid alternatives and private markets saw strong net inflows in Q2, while equity strategies experienced net outflows 'in line with trends across the industry.'
AMG is contingently liable for up to $569.6 million tied to Affiliates achieving financial targets, with $360.1 million potentially payable in 2027.
Debt rose to $3,004.0M from $2,691.3M as the company drew $650.0 million on its revolver (after redeeming junior convertible securities and closing the BBH-related investments), incurring a ~$56 million cash tax liability from interest-deduction recapture.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
