Financials · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
Artisan Partners Asset Management Inc. (APAM) stock profile, AI quality score, and SEC EDGAR financial data, a Financials sector company. 13F Pro's AI-powered ranking engine scores APAM at 67.3/100 on a 32-signal composite quality model, placing it at rank #373 of 2,961 stocks — the top 25% of the AI-ranked universe. APAM scores in the top quartile across balance sheet strength (96.3), profitability (83.2). Areas of concern include earnings quality (26.4), which score below median versus the broader universe. Shareholder dilution risk is elevated at 37.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Artisan Partners Asset Management Inc. reports quarterly revenue of $307.9M, net income of $80.8M, an operating margin of 27.5%. Top institutional holders of APAM by reported 13-F value include BlackRock, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. APAM trades on the NYSE exchange and files with the SEC under CIK 1517302. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate APAM 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 Artisan Partners Asset Management Inc. directly from SEC EDGAR.
AI Quality Score
67.3/100
AI Rank
#373
Revenue
$307.9M
Net Income
$80.8M
Free Cash Flow
$115.4M
Operating Margin
27.5%
APAM key financials by period
Artisan Partners Asset Management Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$1.2B
$290.3M
33.4%
FY 2024
10-K
$1.1B
$259.7M
33.0%
FY 2023
10-K
$975.1M
$222.3M
31.1%
FY 2022
10-K
$993.3M
$206.8M
34.6%
FY 2021
10-K
$1.2B
$336.5M
44.0%
FY 2020
10-K
$899.6M
$212.6M
39.8%
Institutions holding APAM
Institutional investors reporting a position in Artisan Partners Asset Management Inc. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-07-31 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Revenue rose 9% YoY to $307.9M on higher average AUM, but the quarter saw $10.5B of net client outflows and the wind-down of the U.S. Value team after losing two large institutional mandates.
Biggest Revenue Drivers
Artisan Funds$180.6M+9% YoY
Historically higher effective fee rates reflecting the broader array of services provided to these pooled vehicles.
Separate accounts and other$109.9M+6% YoY
Includes traditional separate accounts, collective investment trusts, Artisan Private Funds, and custom Credit mandates.
Biggest Revenue Drivers
Total revenue: $307.9M+9% YoY
Artisan Funds$180.6M+9% YoY
Historically higher effective fee rates reflecting the broader array of services provided to these pooled vehicles.
Separate accounts and other$109.9M+6% YoY
Includes traditional separate accounts, collective investment trusts, Artisan Private Funds, and custom Credit mandates.
Artisan Global Funds$17.3M+27% YoY
UCITS fund fees, driven by growth in average AUM in this vehicle.
Largest Expense Items
Compensation and benefits$182.0M+10% YoY
Driven by a $7.4M rise in long-term incentive comp from market valuation changes, $4.5M higher incentive comp on higher revenue, and $3.0M of employee separation costs tied to the U.S. Value team wind-down.
Other operating expenses$41.3M+11% YoY
Primarily an increase in general and administrative costs, most notably professional fees.
Margins: GAAP operating margin declined to 27.5% from 28.2% YoY on higher compensation costs, while adjusted operating margin (which excludes market-valuation-driven comp swings) rose to 32.9% from 31.7%.
Watch Items from the Filing
Following the loss of two large institutional mandates, Artisan is winding down its U.S. Value team's business, expected to complete in Q3 2026; U.S. Value AUM fell from $7.5B to $1.8B in the quarter on $6.4B of client terminations.
Net client cash outflows were $10.5B in Q2 2026, with equity strategies seeing $11.5B of outflows, partially offset by $1.0B of net inflows into credit and alternative strategies.
Amounts payable under tax receivable agreements were $275.0M as of June 30, 2026, with the Company expecting to make ~$40.4M of TRA payments in fiscal 2026 ($30.3M already paid in Q2).
The International Value Group represented $58.4B, roughly 32% of total $183.4B AUM, making it by far the largest single revenue contributor among the firm's 12 investment teams.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
