Acadian Asset Management (NYSE:AAMI) Issues Earnings Results

Acadian Asset Management (NYSE:AAMI) announced its quarterly earnings data on Thursday. The company reported $1.33 earnings per share for the quarter, topping the consensus estimate of $1.03 by $0.30, FiscalAI reports. The company had revenue of $183.20 million during the quarter. Acadian Asset Management had a net margin of 15.17% and a return on equity of 189.32%.

Here are the key takeaways from Acadian Asset Management’s conference call:

• Record growth continued: AUM reached $232.7 billion, up 54% year over year, while Q2 net inflows were $4.3 billion, representing a 9% annualized organic growth rate and the 10th consecutive quarter of positive flows.
• Q2 financial results were substantially higher year over year, with ENI revenue up 47% to $183 million, management fees up 44% to $177 million, ENI diluted EPS up 108% to $1.33, and the operating margin expanding to 40.3% from 30.7%.
• Management reported broad-based investment outperformance, with 96% of strategies by revenue outperforming their benchmarks over three-, five-, and 10-year periods; demand remains strongest for Enhanced and Extension strategies, with a healthy global pipeline.
• The company is expanding its capabilities through a Co-CIO appointment effective January 2027, additional systematic-investing talent, and new tax-aware products; its two tax-aware funds had reached $100 million in combined assets shortly after launch.
• The blended fee rate declined meaningfully year over year as lower-fee Enhanced strategies grew to roughly one-third of AUM, although management expects relative stability around the current level; future growth in these products could continue to pressure pricing.

Acadian Asset Management Trading Up 3.2%

AAMI traded up $2.69 on Friday, hitting $86.64. 566,221 shares of the company’s stock were exchanged, compared to its average volume of 400,080. The stock has a fifty day moving average of $77.39 and a two-hundred day moving average of $64.76. Acadian Asset Management has a twelve month low of $39.20 and a twelve month high of $88.30. The firm has a market cap of $3.09 billion, a PE ratio of 30.62 and a beta of 1.32.

Acadian Asset Management Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, September 25th. Investors of record on Friday, September 11th will be given a dividend of $0.10 per share. This represents a $0.40 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend is Friday, September 11th. Acadian Asset Management’s dividend payout ratio is currently 14.13%.

Insider Buying and Selling

In other news, CAO Richard Jonathan Hart sold 100,000 shares of the company’s stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $66.97, for a total transaction of $6,697,000.00. Following the completion of the transaction, the chief accounting officer directly owned 73,863 shares of the company’s stock, valued at approximately $4,946,605.11. This represents a 57.52% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 22.60% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Jennison Associates LLC increased its position in Acadian Asset Management by 5.9% in the first quarter. Jennison Associates LLC now owns 2,022,207 shares of the company’s stock worth $110,049,000 after buying an additional 112,985 shares during the period. State Street Corp boosted its holdings in shares of Acadian Asset Management by 0.5% during the fourth quarter. State Street Corp now owns 1,206,244 shares of the company’s stock valued at $56,693,000 after acquiring an additional 5,541 shares during the period. Impax Asset Management Group plc grew its position in shares of Acadian Asset Management by 10.4% during the fourth quarter. Impax Asset Management Group plc now owns 845,451 shares of the company’s stock worth $39,736,000 after acquiring an additional 79,967 shares during the last quarter. Soros Fund Management LLC grew its position in shares of Acadian Asset Management by 61.3% during the fourth quarter. Soros Fund Management LLC now owns 737,367 shares of the company’s stock worth $34,656,000 after acquiring an additional 280,239 shares during the last quarter. Finally, Geode Capital Management LLC increased its holdings in shares of Acadian Asset Management by 4.4% in the 4th quarter. Geode Capital Management LLC now owns 685,272 shares of the company’s stock worth $32,212,000 after acquiring an additional 29,082 shares during the period. Institutional investors and hedge funds own 98.69% of the company’s stock.

Key Stories Impacting Acadian Asset Management

Here are the key news stories impacting Acadian Asset Management this week:

• Positive Sentiment: Quarterly earnings significantly beat expectations. Acadian reported second-quarter earnings of $1.33 per share, up from $0.64 a year earlier and $0.30 above the $1.03 analyst consensus. Revenue totaled $183.2 million. The earnings surprise supports the view that operating performance is strengthening. Acadian Asset Management Q2 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Zacks upgraded AAMI from “hold” to “strong-buy.” The upgrade may add buying interest and reinforces the positive reaction to the company’s earnings momentum. Zacks
• Positive Sentiment: Acadian declared a quarterly dividend of $0.10 per share. Shareholders of record on September 11 will receive payment on September 25. The dividend equates to approximately $0.40 annually and a 0.5% yield, providing a modest shareholder return. Acadian Asset Management dividend announcement
• Neutral Sentiment: Management held its second-quarter earnings call to discuss results for the period ended June 30, 2026. The transcript and presentation provide additional details, but the reported information does not identify a specific new catalyst beyond the earnings beat. Acadian Asset Management Q2 2026 Earnings Call Transcript

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on AAMI shares. Weiss Ratings cut shares of Acadian Asset Management from a “buy (b)” rating to a “buy (b-)” rating in a research report on Monday, May 11th. Zacks Research raised Acadian Asset Management from a “hold” rating to a “strong-buy” rating in a report on Tuesday. Morgan Stanley set a $81.00 price objective on Acadian Asset Management in a research note on Wednesday. Wall Street Zen upgraded Acadian Asset Management from a “buy” rating to a “strong-buy” rating in a research report on Sunday, May 10th. Finally, Evercore set a $84.00 price target on Acadian Asset Management in a report on Friday, July 10th. One research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $81.67.

Acadian Asset Management Company Profile

Acadian Asset Management is a global investment management firm specializing in quantitative research and systematic strategies. Since its founding in 1986, the firm has developed data-driven models designed to identify and capture investment opportunities across equity and fixed income markets. By integrating advanced analytics, proprietary risk management tools and a disciplined investment process, Acadian seeks to deliver consistent performance for institutional clients.

The firm’s core offerings include institutional equity portfolios, fixed income strategies and multi-asset solutions.