Affiliated Managers Group, Inc. (AMG)

Affiliated Managers Group Statistics

Total Valuation

AMG has a market cap or net worth of $5.16 billion. The enterprise value is $6.96 billion.

Market Cap	5.16B
Enterprise Value	6.96B

Important Dates

The last earnings date was Thursday, May 8, 2025, before market open.

Earnings Date	May 8, 2025
Ex-Dividend Date	Feb 18, 2025

Share Statistics

AMG has 28.78 million shares outstanding. The number of shares has decreased by -18.99% in one year.

Current Share Class	28.78M
Shares Outstanding	28.78M
Shares Change (YoY)	-18.99%
Shares Change (QoQ)	-9.44%
Owned by Insiders (%)	3.00%
Owned by Institutions (%)	99.01%
Float	27.86M

Valuation Ratios

The trailing PE ratio is 13.59 and the forward PE ratio is 7.58. AMG's PEG ratio is 0.60.

PE Ratio	13.59
Forward PE	7.58
PS Ratio	2.66
Forward PS	2.40
PB Ratio	1.64
P/TBV Ratio	n/a
P/FCF Ratio	n/a
P/OCF Ratio	n/a
PEG Ratio	0.60

Enterprise Valuation

EV / Earnings	16.03
EV / Sales	3.42
EV / EBITDA	10.97
EV / EBIT	11.77
EV / FCF	n/a

Financial Position

Current Ratio	n/a
Quick Ratio	n/a
Debt / Equity	0.59
Debt / EBITDA	3.95
Debt / FCF	n/a
Interest Coverage	4.30

Financial Efficiency

Return on equity (ROE) is 13.67% and return on invested capital (ROIC) is 5.02%.

Return on Equity (ROE)	13.67%
Return on Assets (ROA)	4.17%
Return on Invested Capital (ROIC)	5.02%
Return on Capital Employed (ROCE)	n/a
Revenue Per Employee	$496,976
Profits Per Employee	$105,902
Employee Count	4,100
Asset Turnover	0.23
Inventory Turnover	n/a

Taxes

In the past 12 months, AMG has paid $154.60 million in taxes.

Income Tax	154.60M
Effective Tax Rate	19.43%

Stock Price Statistics

The stock price has increased by +14.29% in the last 52 weeks. The beta is 1.06, so AMG's price volatility has been similar to the market average.

Beta (5Y)	1.06
52-Week Price Change	+14.29%
50-Day Moving Average	163.95
200-Day Moving Average	176.02
Relative Strength Index (RSI)	66.29
Average Volume (20 Days)	224,214

Short Selling Information

The latest short interest is 912,710, so 3.17% of the outstanding shares have been sold short.

Short Interest	912,710
Short Previous Month	895,055
Short % of Shares Out	3.17%
Short % of Float	3.28%
Short Ratio (days to cover)	3.57

Income Statement

In the last 12 months, AMG had revenue of $2.04 billion and earned $434.20 million in profits. Earnings per share was $13.18.

Revenue	2.04B
Gross Profit	1.13B
Operating Income	591.70M
Pretax Income	845.20M
Net Income	434.20M
EBITDA	634.40M
EBIT	591.70M
Earnings Per Share (EPS)	$13.18

Balance Sheet

The company has $816.50 million in cash and $2.62 billion in debt, giving a net cash position of -$1.80 billion or -$62.68 per share.

Cash & Cash Equivalents	816.50M
Total Debt	2.62B
Net Cash	-1.80B
Net Cash Per Share	-$62.68
Equity (Book Value)	4.47B
Book Value Per Share	109.18
Working Capital	1.40B

Cash Flow

Operating Cash Flow	n/a
Capital Expenditures	n/a
Free Cash Flow	n/a
FCF Per Share	n/a

Margins

Gross margin is 55.58%, with operating and profit margins of 29.04% and 21.31%.

Gross Margin	55.58%
Operating Margin	29.04%
Pretax Margin	39.05%
Profit Margin	21.31%
EBITDA Margin	31.13%
EBIT Margin	29.04%
FCF Margin	n/a

Dividends & Yields

This stock pays an annual dividend of $0.04, which amounts to a dividend yield of 0.02%.

Dividend Per Share	$0.04
Dividend Yield	0.02%
Dividend Growth (YoY)	n/a
Years of Dividend Growth	n/a
Payout Ratio	0.30%
Buyback Yield	18.99%
Shareholder Yield	19.02%
Earnings Yield	8.42%
FCF Yield	n/a

Analyst Forecast

The average price target for AMG is $199.40, which is 11.29% higher than the current price. The consensus rating is "Buy".

Price Target	$199.40
Price Target Difference	11.29%
Analyst Consensus	Buy
Analyst Count	5
Revenue Growth Forecast (5Y)	2.22%
EPS Growth Forecast (5Y)	15.92%

Stock Splits

The last stock split was on March 30, 2004. It was a forward split with a ratio of 1.5:1.

Last Split Date	Mar 30, 2004
Split Type	Forward
Split Ratio	1.5:1

Scores

Altman Z-Score	n/a
Piotroski F-Score	4