LSV Asset Management Grows Stake in Affiliated Managers Group, Inc. $AMG

LSV Asset Management raised its position in shares of Affiliated Managers Group, Inc. (NYSE:AMG) by 0.7% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 479,624 shares of the asset manager’s stock after purchasing an additional 3,400 shares during the period. LSV Asset Management owned about 1.69% of Affiliated Managers Group worth $114,357,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also made changes to their positions in AMG. Goldman Sachs Group Inc. raised its holdings in shares of Affiliated Managers Group by 1.3% in the first quarter. Goldman Sachs Group Inc. now owns 113,353 shares of the asset manager’s stock valued at $19,047,000 after acquiring an additional 1,428 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in Affiliated Managers Group by 4.6% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 141,733 shares of the asset manager’s stock valued at $23,815,000 after purchasing an additional 6,262 shares during the period. Jane Street Group LLC bought a new stake in shares of Affiliated Managers Group in the 1st quarter valued at about $1,947,000. Truist Financial Corp raised its holdings in shares of Affiliated Managers Group by 6.1% in the 2nd quarter. Truist Financial Corp now owns 2,409 shares of the asset manager’s stock valued at $474,000 after purchasing an additional 139 shares in the last quarter. Finally, Callan Family Office LLC purchased a new stake in shares of Affiliated Managers Group in the 2nd quarter worth approximately $337,000. Institutional investors own 95.30% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts recently issued reports on the stock. The Goldman Sachs Group lifted their price objective on shares of Affiliated Managers Group from $300.00 to $341.00 and gave the company a “buy” rating in a report on Tuesday, January 6th. Zacks Research downgraded Affiliated Managers Group from a “strong-buy” rating to a “hold” rating in a report on Monday, December 15th. Wall Street Zen raised Affiliated Managers Group from a “hold” rating to a “buy” rating in a research report on Saturday, January 31st. TD Cowen reaffirmed a “buy” rating on shares of Affiliated Managers Group in a research report on Wednesday, January 14th. Finally, Jefferies Financial Group reiterated a “buy” rating and issued a $282.00 target price on shares of Affiliated Managers Group in a research note on Tuesday, November 4th. Six equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $340.50.

Affiliated Managers Group Stock Performance

Shares of AMG opened at $328.43 on Friday. The company has a current ratio of 1.30, a quick ratio of 1.30 and a debt-to-equity ratio of 0.56. The firm has a market cap of $9.24 billion, a PE ratio of 19.56, a P/E/G ratio of 0.57 and a beta of 1.21. Affiliated Managers Group, Inc. has a 12 month low of $139.22 and a 12 month high of $333.99. The stock has a fifty day moving average price of $300.35 and a 200-day moving average price of $259.62.

Affiliated Managers Group (NYSE:AMG) last announced its earnings results on Thursday, February 12th. The asset manager reported $9.48 earnings per share for the quarter, topping the consensus estimate of $8.75 by $0.73. Affiliated Managers Group had a return on equity of 16.75% and a net margin of 26.01%.The firm had revenue of $556.60 million for the quarter, compared to the consensus estimate of $578.54 million. During the same period in the previous year, the business earned $6.53 EPS. The firm’s revenue for the quarter was up 6.2% on a year-over-year basis. Equities research analysts predict that Affiliated Managers Group, Inc. will post 22.86 earnings per share for the current fiscal year.

More Affiliated Managers Group News

Here are the key news stories impacting Affiliated Managers Group this week:

• Positive Sentiment: Q4 earnings materially beat expectations — economic EPS of $9.48 (diluted EPS and other metrics also reported) and full‑year results showed strong profitability, which directly drove the market reaction. AMG Reports Financial and Operating Results for the Fourth Quarter and Full Year 2025
• Positive Sentiment: Assets under management accelerated — AUM rose ~15% year‑over‑year, helping revenue and fee income growth and signaling continued client demand, especially in higher‑fee strategies. AMG’s Q4 Earnings Beat as AUM & Revenues Rise, Partners With HighBrook
• Positive Sentiment: Company announced a new share buyback program — buybacks reduce share count and are a near‑term EPS tailwind, supporting investor sentiment. AMG’s Q4 Earnings Beat as AUM & Revenues Rise, Partners With HighBrook
• Positive Sentiment: Strategic investments expand alternatives and private‑market exposure — AMG increased its stake in Garda Capital Partners (liquid alternatives) and acquired a minority interest in HighBrook (real estate/private markets), diversifying fee mix toward higher‑growth, higher‑margin strategies. AMG Expands Its Partnership with Garda Capital Partners with Increased Investment
• Positive Sentiment: Management tone on the earnings call highlighted strength in alternatives and ongoing partner-level performance, reinforcing the narrative that AMG’s affiliate model is delivering. Affiliated Managers Group Signals Strength in Alternatives
• Neutral Sentiment: Revenue growth was modest (reported ~6% YoY) despite strong AUM growth — indicates margin/fee mix effects that investors should monitor for sustainability. AMG Reports Financial and Operating Results for the Fourth Quarter and Full Year 2025
• Neutral Sentiment: Full earnings materials, slide deck and call transcript are available for deeper review — useful for investors who want detail on fee‑rate trends, affiliate flows and buyback specifics. View Press Release / Slide Deck

Affiliated Managers Group Profile

Affiliated Managers Group, Inc (NYSE: AMG) is a global asset management holding company that partners with boutique investment firms. Founded in 1993 and headquartered in West Palm Beach, Florida, AMG invests in and collaborates with independent investment managers to foster growth while preserving their entrepreneurial culture. Through equity stakes and strategic support, the company aims to enhance its affiliates’ distribution capabilities, operational infrastructure and access to capital.

The company’s core business activities include providing capital solutions, distribution services and operational support to affiliated investment firms.