Affiliated Managers Group Statistics
Total Valuation
AMG has a market cap or net worth of $7.95 billion. The enterprise value is $10.58 billion.
| Market Cap | 7.95B |
| Enterprise Value | 10.58B |
Important Dates
The last earnings date was Friday, May 1, 2026, before market open.
| Earnings Date | May 1, 2026 |
| Ex-Dividend Date | May 11, 2026 |
Share Statistics
AMG has 26.41 million shares outstanding. The number of shares has decreased by -7.31% in one year.
| Current Share Class | 26.41M |
| Shares Outstanding | 26.41M |
| Shares Change (YoY) | -7.31% |
| Shares Change (QoQ) | -12.70% |
| Owned by Insiders (%) | 3.43% |
| Owned by Institutions (%) | 98.98% |
| Float | 25.40M |
Valuation Ratios
The trailing PE ratio is 12.19 and the forward PE ratio is 8.34. AMG's PEG ratio is 0.49.
| PE Ratio | 12.19 |
| Forward PE | 8.34 |
| PS Ratio | 3.74 |
| Forward PS | 3.36 |
| PB Ratio | 2.59 |
| P/TBV Ratio | n/a |
| P/FCF Ratio | 7.52 |
| P/OCF Ratio | 7.46 |
| PEG Ratio | 0.49 |
Enterprise Valuation
The stock's EV/EBITDA ratio is 19.39, with an EV/FCF ratio of 10.02.
| EV / Earnings | 14.02 |
| EV / Sales | 4.98 |
| EV / EBITDA | 19.39 |
| EV / EBIT | 28.19 |
| EV / FCF | 10.02 |
Financial Position
The company has a current ratio of 65.55, with a Debt / Equity ratio of 0.73.
| Current Ratio | 65.55 |
| Quick Ratio | 65.55 |
| Debt / Equity | 0.73 |
| Debt / EBITDA | 5.44 |
| Debt / FCF | 2.96 |
| Interest Coverage | 2.66 |
Financial Efficiency
Return on equity (ROE) is 21.83% and return on invested capital (ROIC) is 4.22%.
| Return on Equity (ROE) | 21.83% |
| Return on Assets (ROA) | 2.59% |
| Return on Invested Capital (ROIC) | 4.22% |
| Return on Capital Employed (ROCE) | 4.00% |
| Weighted Average Cost of Capital (WACC) | 8.53% |
| Revenue Per Employee | $379,054 |
| Profits Per Employee | $134,750 |
| Employee Count | 5,600 |
| Asset Turnover | 0.23 |
| Inventory Turnover | n/a |
Taxes
In the past 12 months, AMG has paid $301.40 million in taxes.
| Income Tax | 301.40M |
| Effective Tax Rate | 24.06% |
Stock Price Statistics
The stock price has increased by +63.38% in the last 52 weeks. The beta is 1.14, so AMG's price volatility has been higher than the market average.
| Beta (5Y) | 1.14 |
| 52-Week Price Change | +63.38% |
| 50-Day Moving Average | 287.04 |
| 200-Day Moving Average | 269.41 |
| Relative Strength Index (RSI) | 54.97 |
| Average Volume (20 Days) | 331,396 |
Short Selling Information
The latest short interest is 977,259, so 3.70% of the outstanding shares have been sold short.
| Short Interest | 977,259 |
| Short Previous Month | 476,318 |
| Short % of Shares Out | 3.70% |
| Short % of Float | 3.85% |
| Short Ratio (days to cover) | 2.71 |
Income Statement
In the last 12 months, AMG had revenue of $2.12 billion and earned $754.60 million in profits. Earnings per share was $24.69.
| Revenue | 2.12B |
| Gross Profit | 1.05B |
| Operating Income | 375.10M |
| Pretax Income | 1.25B |
| Net Income | 754.60M |
| EBITDA | 545.40M |
| EBIT | 375.10M |
| Earnings Per Share (EPS) | $24.69 |
Balance Sheet
The company has $475.40 million in cash and $3.12 billion in debt, with a net cash position of -$2.64 billion or -$100.08 per share.
| Cash & Cash Equivalents | 475.40M |
| Total Debt | 3.12B |
| Net Cash | -2.64B |
| Net Cash Per Share | -$100.08 |
| Equity (Book Value) | 4.25B |
| Book Value Per Share | 116.60 |
| Working Capital | 1.41B |
Cash Flow
In the last 12 months, operating cash flow was $1.06 billion and capital expenditures -$8.30 million, giving a free cash flow of $1.06 billion.
| Operating Cash Flow | 1.06B |
| Capital Expenditures | -8.30M |
| Depreciation & Amortization | 170.30M |
| Net Borrowing | 123.60M |
| Free Cash Flow | 1.06B |
| FCF Per Share | $39.96 |
Margins
Gross margin is 49.28%, with operating and profit margins of 17.67% and 35.55%.
| Gross Margin | 49.28% |
| Operating Margin | 17.67% |
| Pretax Margin | 59.01% |
| Profit Margin | 35.55% |
| EBITDA Margin | 25.69% |
| EBIT Margin | 17.67% |
| FCF Margin | 49.71% |
Dividends & Yields
This stock pays an annual dividend of $0.04, which amounts to a dividend yield of 0.01%.
| Dividend Per Share | $0.04 |
| Dividend Yield | 0.01% |
| Dividend Growth (YoY) | n/a |
| Years of Dividend Growth | n/a |
| Payout Ratio | 0.16% |
| Buyback Yield | 7.31% |
| Shareholder Yield | 7.32% |
| Earnings Yield | 9.51% |
| FCF Yield | 13.30% |
Analyst Forecast
The average price target for AMG is $373.75, which is 24.18% higher than the current price. The consensus rating is "Strong Buy".
| Price Target | $373.75 |
| Price Target Difference | 24.18% |
| Analyst Consensus | Strong Buy |
| Analyst Count | 4 |
| Revenue Growth Forecast (5Y) | 5.81% |
| EPS Growth Forecast (5Y) | 10.56% |
Fair Value
There are several formulas that can be used to estimate the intrinsic value of a stock.
| Lynch Fair Value | |
| Lynch Upside | |
| Graham Number | |
| Graham Upside |
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
AMG has an Altman Z-Score of 2.47 and a Piotroski F-Score of 6. A Z-score under 3 suggests an increased risk of bankruptcy.
| Altman Z-Score | 2.47 |
| Piotroski F-Score | 6 |