Affiliated Managers Group Statistics
Total Valuation
AMG has a market cap or net worth of $10.06 billion. The enterprise value is $12.65 billion.
| Market Cap | 10.06B |
| Enterprise Value | 12.65B |
Important Dates
The last earnings date was Thursday, July 30, 2026, before market open.
| Earnings Date | Jul 30, 2026 |
| Ex-Dividend Date | Aug 10, 2026 |
Share Statistics
AMG has 26.41 million shares outstanding. The number of shares has decreased by -10.56% in one year.
| Current Share Class | 26.41M |
| Shares Outstanding | 26.41M |
| Shares Change (YoY) | -10.56% |
| Shares Change (QoQ) | -2.18% |
| Owned by Insiders (%) | 3.36% |
| Owned by Institutions (%) | 96.52% |
| Float | 25.41M |
Valuation Ratios
The trailing PE ratio is 13.18 and the forward PE ratio is 9.57. AMG's PEG ratio is 0.52.
| PE Ratio | 13.18 |
| Forward PE | 9.57 |
| PS Ratio | 4.43 |
| Forward PS | 3.84 |
| PB Ratio | 3.31 |
| P/TBV Ratio | n/a |
| P/FCF Ratio | 9.53 |
| P/OCF Ratio | 9.46 |
| PEG Ratio | 0.52 |
Enterprise Valuation
The stock's EV/EBITDA ratio is 25.90, with an EV/FCF ratio of 11.99.
| EV / Earnings | 14.78 |
| EV / Sales | 5.57 |
| EV / EBITDA | 25.90 |
| EV / EBIT | 25.90 |
| EV / FCF | 11.99 |
Financial Position
| Current Ratio | n/a |
| Quick Ratio | n/a |
| Debt / Equity | 0.71 |
| Debt / EBITDA | 6.15 |
| Debt / FCF | 2.85 |
| Interest Coverage | 3.33 |
Financial Efficiency
Return on equity (ROE) is 24.26% and return on invested capital (ROIC) is 5.41%.
| Return on Equity (ROE) | 24.26% |
| Return on Assets (ROA) | 3.35% |
| Return on Invested Capital (ROIC) | 5.41% |
| Return on Capital Employed (ROCE) | n/a |
| Weighted Average Cost of Capital (WACC) | 8.87% |
| Revenue Per Employee | $405,393 |
| Profits Per Employee | $152,911 |
| Employee Count | 5,600 |
| Asset Turnover | 0.25 |
| Inventory Turnover | n/a |
Taxes
In the past 12 months, AMG has paid $335.70 million in taxes.
| Income Tax | 335.70M |
| Effective Tax Rate | 24.18% |
Stock Price Statistics
The stock price has increased by +83.95% in the last 52 weeks. The beta is 1.12, so AMG's price volatility has been higher than the market average.
| Beta (5Y) | 1.12 |
| 52-Week Price Change | +83.95% |
| 50-Day Moving Average | 345.38 |
| 200-Day Moving Average | 300.34 |
| Relative Strength Index (RSI) | 63.00 |
| Average Volume (20 Days) | 258,841 |
Short Selling Information
The latest short interest is 883,948, so 3.35% of the outstanding shares have been sold short.
| Short Interest | 883,948 |
| Short Previous Month | 1.26M |
| Short % of Shares Out | 3.35% |
| Short % of Float | 3.48% |
| Short Ratio (days to cover) | 3.00 |
Income Statement
In the last 12 months, AMG had revenue of $2.27 billion and earned $856.30 million in profits. Earnings per share was $28.91.
| Revenue | 2.27B |
| Gross Profit | 1.14B |
| Operating Income | 488.60M |
| Pretax Income | 1.39B |
| Net Income | 856.30M |
| EBITDA | 488.60M |
| EBIT | 488.60M |
| Earnings Per Share (EPS) | $28.91 |
Balance Sheet
The company has $411.00 million in cash and $3.00 billion in debt, with a net cash position of -$2.59 billion or -$98.17 per share.
| Cash & Cash Equivalents | 411.00M |
| Total Debt | 3.00B |
| Net Cash | -2.59B |
| Net Cash Per Share | -$98.17 |
| Equity (Book Value) | 4.20B |
| Book Value Per Share | 115.08 |
| Working Capital | 1.26B |
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 | 93.20M |
| Net Borrowing | 123.60M |
| Free Cash Flow | 1.06B |
| FCF Per Share | $39.96 |
Margins
Gross margin is 50.27%, with operating and profit margins of 21.52% and 37.72%.
| Gross Margin | 50.27% |
| Operating Margin | 21.52% |
| Pretax Margin | 61.15% |
| Profit Margin | 37.72% |
| EBITDA Margin | 21.52% |
| EBIT Margin | 21.52% |
| 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 | 0.14% |
| Buyback Yield | 10.56% |
| Shareholder Yield | 10.57% |
| Earnings Yield | 8.51% |
| FCF Yield | 10.49% |
Analyst Forecast
The average price target for AMG is $429.00, which is 12.63% higher than the current price. The consensus rating is "Strong Buy".
| Price Target | $429.00 |
| Price Target Difference | 12.63% |
| Analyst Consensus | Strong Buy |
| Analyst Count | 7 |
| Revenue Growth Forecast (3Y) | 11.51% |
| EPS Growth Forecast (3Y) | 22.26% |
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 2.62 and a Piotroski F-Score of 5. A Z-score under 3 suggests an increased risk of bankruptcy.
| Altman Z-Score | 2.62 |
| Piotroski F-Score | 5 |