Redwood Investment Management LLC Makes New $1.05 Million Investment in Affiliated Managers Group, Inc. $AMG

Redwood Investment Management LLC purchased a new stake in shares of Affiliated Managers Group, Inc. (NYSE:AMG) in the first quarter, according to its most recent disclosure with the SEC. The firm purchased 3,794 shares of the asset manager’s stock, valued at approximately $1,050,000.

Several other hedge funds also recently modified their holdings of the company. Pacer Advisors Inc. lifted its holdings in shares of Affiliated Managers Group by 31.2% in the first quarter. Pacer Advisors Inc. now owns 4,419 shares of the asset manager’s stock valued at $1,223,000 after buying an additional 1,052 shares during the period. Parallel Advisors LLC boosted its stake in Affiliated Managers Group by 4.3% during the first quarter. Parallel Advisors LLC now owns 1,016 shares of the asset manager’s stock valued at $281,000 after buying an additional 42 shares in the last quarter. Bank of America Corp DE grew its holdings in Affiliated Managers Group by 75.5% during the first quarter. Bank of America Corp DE now owns 409,578 shares of the asset manager’s stock worth $113,330,000 after acquiring an additional 176,246 shares during the period. EverSource Wealth Advisors LLC grew its holdings in Affiliated Managers Group by 45.5% during the first quarter. EverSource Wealth Advisors LLC now owns 179 shares of the asset manager’s stock worth $50,000 after acquiring an additional 56 shares during the period. Finally, California State Teachers Retirement System grew its holdings in Affiliated Managers Group by 22.7% during the first quarter. California State Teachers Retirement System now owns 32,852 shares of the asset manager’s stock worth $9,090,000 after acquiring an additional 6,087 shares during the period. 95.30% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Affiliated Managers Group

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

• Positive Sentiment: AMG reported second-quarter 2026 economic EPS of $8.29, up from $5.39 a year earlier and ahead of analysts’ estimates of approximately $7.90–$7.85. Diluted EPS was $6.95. AMG Reports Financial and Operating Results for the Second Quarter and First Half of 2026
• Positive Sentiment: Quarterly revenue reached approximately $640.7 million, exceeding the roughly $590.9 million consensus estimate. Results benefited from record assets under management, higher revenues and strong inflows into alternative strategies. Affiliated Managers’ Q2 Earnings Beat on Higher Revenues and Record AUM
• Positive Sentiment: Management’s earnings presentation and conference call highlighted operating momentum and asset-gathering trends that could support future fee revenue and earnings. The report also showed a 20.17% return on equity and a 35.55% net margin. AMG 2026 Q2 Results Earnings Call Presentation
• Neutral Sentiment: AMG declared a quarterly dividend of $0.01 per share, payable August 24 to shareholders of record August 10. The distribution has minimal direct impact because its annualized yield is approximately 0.0%.
• Negative Sentiment: Higher expenses partly offset the strong revenue and inflow performance, while some reported revenue figures varied by accounting presentation. Investors may continue watching expense control and organic growth for confirmation that the earnings improvement is sustainable.

Affiliated Managers Group Stock Up 0.2%

Shares of Affiliated Managers Group stock opened at $367.57 on Monday. The stock’s fifty day moving average is $345.89 and its 200-day moving average is $315.00. The firm has a market capitalization of $9.71 billion, a PE ratio of 12.73, a price-to-earnings-growth ratio of 0.56 and a beta of 1.11. The company has a quick ratio of 1.79, a current ratio of 1.24 and a debt-to-equity ratio of 0.76. Affiliated Managers Group, Inc. has a 12-month low of $200.00 and a 12-month high of $382.75.

Affiliated Managers Group (NYSE:AMG) last released its quarterly earnings results on Wednesday, July 29th. The asset manager reported $8.29 earnings per share for the quarter, beating analysts’ consensus estimates of $7.90 by $0.39. Affiliated Managers Group had a return on equity of 21.94% and a net margin of 37.72%.The business had revenue of $640.70 million during the quarter, compared to analyst estimates of $590.94 million. During the same quarter last year, the company posted $5.39 EPS. Affiliated Managers Group’s revenue for the quarter was up .0% on a year-over-year basis. Equities analysts anticipate that Affiliated Managers Group, Inc. will post 35.64 earnings per share for the current year.

Affiliated Managers Group Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, August 24th. Shareholders of record on Monday, August 10th will be paid a dividend of $0.01 per share. The ex-dividend date of this dividend is Monday, August 10th. This represents a $0.04 dividend on an annualized basis and a yield of 0.0%. Affiliated Managers Group’s dividend payout ratio is currently 0.14%.

Insider Activity at Affiliated Managers Group

In other news, CEO Jay C. Horgen sold 17,500 shares of Affiliated Managers Group stock in a transaction that occurred on Monday, June 8th. The shares were sold at an average price of $338.27, for a total value of $5,919,725.00. Following the transaction, the chief executive officer directly owned 204,706 shares of the company’s stock, valued at $69,245,898.62. This trade represents a 7.88% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Annette Franqui purchased 750 shares of the business’s stock in a transaction dated Monday, June 1st. The shares were purchased at an average price of $304.88 per share, for a total transaction of $228,660.00. Following the acquisition, the director directly owned 1,962 shares of the company’s stock, valued at $598,174.56. This trade represents a 61.88% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last ninety days, insiders sold 21,902 shares of company stock valued at $7,257,719. Corporate insiders own 2.90% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have weighed in on AMG shares. Wall Street Zen raised shares of Affiliated Managers Group from a “hold” rating to a “buy” rating in a report on Sunday, June 28th. The Goldman Sachs Group restated a “buy” rating and set a $405.00 price objective on shares of Affiliated Managers Group in a research report on Monday, May 4th. TD Cowen reaffirmed a “buy” rating and issued a $454.00 price objective on shares of Affiliated Managers Group in a research note on Wednesday, May 13th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $400.00 target price on shares of Affiliated Managers Group in a report on Monday, May 4th. Finally, Barrington Research set a $425.00 target price on shares of Affiliated Managers Group in a research note on Friday. Seven research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $370.86.

About Affiliated Managers Group

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.