AFFILIATED MANAGERS GROUP, INC.(AMG)Stock Analysis
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Rank #858 of 2,879 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
AMG Stock Analysis & AI Quality Score
AI stock analysis and institutional research for AFFILIATED MANAGERS GROUP, INC. (AMG), a Financials sector company. 13F Pro's AI-powered ranking engine scores AMG at 60.3/100 on a 32-signal composite quality model, placing it at rank #858 of 2,879 stocks — the top half of the AI-ranked universe. AMG scores in the top quartile across free cash flow (92.6), profitability (82.0). Areas of concern include institutional flow (15.7) and earnings quality (24.8), which score below median versus the broader universe. Shareholder dilution risk is elevated at 24.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), AFFILIATED MANAGERS GROUP, INC. reports quarterly revenue of $506.5M, net income of $110.4M, free cash flow of $295.5M. 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. AFFILIATED MANAGERS GROUP, INC.'s 13F Pro composite quality score has ranged between 57 and 68 since 2021, currently 60.3 — an improving long-term trajectory across 28 quarterly and live scoring snapshots.
Revenue
Q1 2026
$506.5M
Net Income
Q1 2026
$110.4M
Free Cash Flow
Q1 2026
$295.5M
D/E Ratio
Q1 2026
0.94
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+0.8% YoYNet Income
+6.5% YoYOperating Income
EPS (Diluted)
+30.5% YoYTotal Assets
+1.6% YoYTotal Debt
+6.1% YoYOp. Cash Flow
+11.3% YoY| Metric | FY 2025 | FY 2023 | FY 2022 | FY 2020 | FY 2017 | FY 2016 |
|---|---|---|---|---|---|---|
| Revenue | $2.07B +0.8% | $2.06B -11.7% | $2.33B +14.9% | $2.03B -12.0% | $2.31B +5.0% | $2.19B |
| Net Income | $716.6M +6.5% | $672.9M -41.3% | $1.15B +466.7% | $202.2M -70.7% | $689.5M +45.8% | $472.8M |
| Operating Income | — | — | — | — | $1.11B +7.1% | $1.03B |
| EPS (Diluted) | $22.74 +30.5% | $17.42 -31.3% | $25.35 +485.5% | $4.33 -64.0% | $12.03 +40.4% | $8.57 |
| Total Assets | $9.21B +1.6% | $9.06B +2.0% | $8.88B +12.6% | $7.89B -9.3% | $8.70B -0.5% | $8.75B |
| Total Debt | $2.69B +6.1% | $2.54B +0.1% | $2.54B +9.7% | $2.31B +49.1% | $1.55B +78.5% | $868.6M |
| Operating Cash Flow | $973.2M +11.3% | $874.3M -17.1% | $1.05B +4.5% | $1.01B -13.8% | $1.17B +11.4% | $1.05B |
AI Insight: AMG Financial Trends
Net income surged 53% YoY in Q4 2025 while operating cash flow accelerated, but debt climbed 11% and equity contracted 7% into Q1 2026.
• Net income jumped to $348M in Q4 2025 from $162M in Q4 2024; Q1 2026 normalized to $110M but remains above mid-2025 levels.
• Operating cash flow averaged $263M over last four quarters vs. $233M in prior four quarters, demonstrating consistent conversion.
• Revenue grew 6% from Q4 2024 ($524M) to Q4 2025 ($557M); Q1 2026 at $545M suggests seasonal softness, not structural decline.
⚠ Total debt jumped 11% QoQ to $2.919B in Q1 2026, highest level in dataset; equity fell 7% to $3.090B, lowest on record.
⚠ Net income declined 68% from Q4 2025 ($348M) to Q1 2026 ($110M); assess whether this is typical Q1 seasonality or early-year headwind.
AI Insight: AMG Ratio Trends
AMG's profitability metrics collapsed in Q1 2026 after exceptional Q4 2025, signaling sharp seasonality or operational headwinds.
• Operating margin plunged from 94.4% in Q4 2025 to 35.4% in Q1 2026; net profit margin fell from 62.5% to 20.3%.
• ROIC contracted 22.6pp Q4 2025 to Q1 2026 (35.4% to 12.8%), worst quarter since Q2 2024; leverage rose to 0.94 D/E.
• TTM operating margin of 59.0% and ROIC of 20.8% remain well above Q2–Q3 2024 baseline, suggesting underlying strength.
⚠ Extreme quarter-to-quarter volatility: Q4 2025 margins ~60pp above Q1 2026. Verify if seasonal or structural.
⚠ D/E ratio spiked to 0.94 in Q1 2026 after declining to 0.71 in Q3 2025; monitor leverage trajectory.
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Available Research
13F Pro tracks comprehensive data for AFFILIATED MANAGERS GROUP, INC. including:
Top Institutional Holders of AMG
BlackRock, Inc.
$793.5M2,867,665 shMORGAN STANLEY
$479.4M1,732,512 shVANGUARD PORTFOLIO MANAGEMENT LLC
$376.3M1,359,793 shVANGUARD CAPITAL MANAGEMENT LLC
$325.1M1,174,746 shARIEL INVESTMENTS, LLC
$294.4M1,064,030 shBoston Partners
$268.7M971,247 shSTATE STREET CORP
$256.4M926,733 shFULLER & THALER ASSET MANAGEMENT, INC.
$210.4M760,213 shDIMENSIONAL FUND ADVISORS LP
$198.7M718,313 shGEODE CAPITAL MANAGEMENT, LLC
$176.0M635,778 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $793.5M | 2,867,665 |
| MORGAN STANLEY | $479.4M | 1,732,512 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $376.3M | 1,359,793 |
| VANGUARD CAPITAL MANAGEMENT LLC | $325.1M | 1,174,746 |
| ARIEL INVESTMENTS, LLC | $294.4M | 1,064,030 |
| Boston Partners | $268.7M | 971,247 |
| STATE STREET CORP | $256.4M | 926,733 |
| FULLER & THALER ASSET MANAGEMENT, INC. | $210.4M | 760,213 |
| DIMENSIONAL FUND ADVISORS LP | $198.7M | 718,313 |
| GEODE CAPITAL MANAGEMENT, LLC | $176.0M | 635,778 |
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Popular Research
Is AMG a good stock to buy?
13F Pro's AI-powered analysis of AFFILIATED MANAGERS GROUP, INC. (AMG) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for AMG are available on the AMG stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own AMG?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling AMG. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of AFFILIATED MANAGERS GROUP, INC.'s investment landscape.