(AAMI) Acadian Asset Management - Overview

Sector: Financial Services | Industry: Asset Management | Exchange: NYSE (USA) | Market Cap: 1.975m USD | Total Return: 137.8% in 12m

Equity, Fixed-Income, Alternatives, Mutual Funds
Total Rating 67
Safety 77
Buy Signal 2.04
Asset Management
Industry Rotation: -0.3
Market Cap: 1.97B
Avg Turnover: 14.5M USD
ATR: 3.97%
Peers RS (IBD): 95.9
Risk 5d forecast
Volatility40.8%
Rel. Tail Risk-11.7%
Reward TTM
Sharpe Ratio2.55
Alpha120.67
Character TTM
Beta1.272
Beta Downside2.107
Drawdowns 3y
Max DD34.72%
CAGR/Max DD1.13
EPS (Earnings per Share) EPS (Earnings per Share) of AAMI over the last years for every Quarter: "2021-03": 0.34, "2021-06": 0.4, "2021-09": 0.28, "2021-12": 0.53, "2022-03": 0.52, "2022-06": 0.41, "2022-09": 0.3, "2022-12": 0.67, "2023-03": 0.28, "2023-06": 0.27, "2023-09": 0.46, "2023-12": 0.77, "2024-03": 0.37, "2024-06": 0.29, "2024-09": 0.59, "2024-12": 1.3, "2025-03": 0.54, "2025-06": 0.64, "2025-09": 0.76, "2025-12": 1.32,
EPS CAGR: 28.20%
EPS Trend: 57.1%
Last SUE: -0.14
Qual. Beats: 0
Revenue Revenue of AAMI over the last years for every Quarter: 2021-03: 109.7, 2021-06: 133.3, 2021-09: 117.9, 2021-12: 162.9, 2022-03: 112.2, 2022-06: 95.5, 2022-09: 86.8, 2022-12: 122.7, 2023-03: 91.8, 2023-06: 96.3, 2023-09: 107.3, 2023-12: 131.2, 2024-03: 105.7, 2024-06: 109, 2024-09: 123.1, 2024-12: 167.8, 2025-03: 119.9, 2025-06: 127.4, 2025-09: 144.2, 2025-12: 202.8,
Rev. CAGR: 17.10%
Rev. Trend: 73.9%
Qual. Beats: 0

Warnings

No concerns identified

Tailwinds

Confidence

Description: AAMI Acadian Asset Management

BrightSphere Investment Group Inc., formerly BrightSphere Investment Group plc, is a publicly-owned asset-management holding company headquartered in Boston, Massachusetts. Founded in 1980, the firm delivers investment solutions to both individual and institutional clients through a network of subsidiaries, offering separate-account portfolios, equity mutual funds, and exposure to public equity, fixed-income, and alternative markets.

As of the latest filing (Q4 2025), Acadian Asset Management (AAMI) reported a market capitalization of roughly $1.9 billion and total assets under management of $45 billion, reflecting a 6 % year-over-year AUM growth driven by strong inflows into its multi-asset and ESG strategies. The asset-management sector continues to be shaped by fee-compression pressure and a rising demand for low-volatility, income-focused products amid a persistently higher-for-longer interest-rate environment.

For a deeper dive into the company’s fundamentals, consider reviewing ValueRay’s analytical platform.

Headlines to Watch Out For
  • Asset under management growth drives fee revenue
  • Market performance impacts investment valuations
  • Regulatory changes influence compliance costs
  • Interest rate fluctuations affect fixed income returns
Piotroski VR‑10 (Strict) 6.5
Net Income: 80.0m TTM > 0 and > 6% of Revenue
FCF/TA: -0.02 > 0.02 and ΔFCF/TA -8.58 > 1.0
NWC/Revenue: 18.88% < 20% (prev 14.77%; Δ 4.10% < -1%)
CFO/TA -0.00 > 3% & CFO -2.00m > Net Income 80.0m
Net Debt (221.6m) to EBITDA (181.5m): 1.22 < 3
Current Ratio: 1.67 > 1.5 & < 3
Outstanding Shares: last quarter (35.8m) vs 12m ago -4.79% < -2%
Gross Margin: 92.88% > 18% (prev 0.47%; Δ 9.24k% > 0.5%)
Asset Turnover: 86.12% > 50% (prev 71.90%; Δ 14.22% > 0%)
Interest Coverage Ratio: 7.60 > 6 (EBITDA TTM 181.5m / Interest Expense TTM 21.7m)
Altman Z'' 3.17
A: 0.17 (Total Current Assets 279.7m - Total Current Liabilities 167.5m) / Total Assets 677.0m
B: 0.08 (Retained Earnings 56.2m / Total Assets 677.0m)
C: 0.24 (EBIT TTM 164.9m / Avg Total Assets 690.1m)
D: 0.20 (Book Value of Equity 116.8m / Total Liabilities 593.0m)
Altman-Z'' Score: 3.17 = A
Beneish M -3.27
DSRI: 0.91 (Receivables 178.5m/167.7m, Revenue 594.3m/505.6m)
GMI: 0.51 (GM 92.88% / 47.31%)
AQI: 1.04 (AQ_t 0.52 / AQ_t-1 0.50)
SGI: 1.18 (Revenue 594.3m / 505.6m)
TATA: 0.12 (NI 80.0m - CFO -2.00m) / TA 677.0m)
Beneish M-Score: -3.27 (Cap -4..+1) = AA
What is the price of AAMI shares? As of April 10, 2026, the stock is trading at USD 61.86 with a total of 507,529 shares traded.
Over the past week, the price has changed by +11.90%, over one month by +20.22%, over three months by +20.66% and over the past year by +137.75%.
Is AAMI a buy, sell or hold? Acadian Asset Management has received a consensus analysts rating of 3.00. Therefor, it is recommend to hold AAMI.
  • StrongBuy: 0
  • Buy: 0
  • Hold: 3
  • Sell: 0
  • StrongSell: 0
What are the forecasts/targets for the AAMI price?
Analysts Target Price 55.7 -10%
Acadian Asset Management (AAMI) - Fundamental Data Overview as of 05 April 2026
P/E Trailing = 25.0136
P/E Forward = 12.7226
P/S = 3.5032
P/B = 33.1289
Revenue TTM = 594.3m USD
EBIT TTM = 164.9m USD
EBITDA TTM = 181.5m USD
Long Term Debt = 274.6m USD (from longTermDebt, two quarters ago)
Short Term Debt = 200.0m USD (from shortLongTermDebt, last quarter)
Debt = 322.8m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 221.6m USD (from netDebt column, last quarter)
Enterprise Value = 2.20b USD (1.97b + Debt 322.8m - CCE 101.2m)
Interest Coverage Ratio = 7.60 (Ebit TTM 164.9m / Interest Expense TTM 21.7m)
EV/FCF = -158.0x (Enterprise Value 2.20b / FCF TTM -13.9m)
FCF Yield = -0.63% (FCF TTM -13.9m / Enterprise Value 2.20b)
FCF Margin = -2.34% (FCF TTM -13.9m / Revenue TTM 594.3m)
Net Margin = 13.46% (Net Income TTM 80.0m / Revenue TTM 594.3m)
Gross Margin = 92.88% ((Revenue TTM 594.3m - Cost of Revenue TTM 42.3m) / Revenue TTM)
Gross Margin QoQ = none% (prev 37.59%)
Tobins Q-Ratio = 3.24 (Enterprise Value 2.20b / Total Assets 677.0m)
Interest Expense / Debt = 2.17% (Interest Expense 7.00m / Debt 322.8m)
Taxrate = 30.89% (16.4m / 53.1m)
NOPAT = 114.0m (EBIT 164.9m * (1 - 30.89%))
Current Ratio = 1.67 (Total Current Assets 279.7m / Total Current Liabilities 167.5m)
Debt / Equity = 5.33 (Debt 322.8m / totalStockholderEquity, last quarter 60.6m)
Debt / EBITDA = 1.22 (Net Debt 221.6m / EBITDA 181.5m)
 Debt / FCF = -15.94 (negative FCF - burning cash) (Net Debt 221.6m / FCF TTM -13.9m)
 Total Stockholder Equity = 28.0m (last 4 quarters mean from totalStockholderEquity)
RoA = 11.59% (Net Income 80.0m / Total Assets 677.0m)
RoE = 286.0% (Net Income TTM 80.0m / Total Stockholder Equity 28.0m)
RoCE = 54.50% (EBIT 164.9m / Capital Employed (Equity 28.0m + L.T.Debt 274.6m))
RoIC = 36.90% (NOPAT 114.0m / Invested Capital 308.9m)
WACC = 9.20% (E(1.97b)/V(2.30b) * Re(10.46%) + D(322.8m)/V(2.30b) * Rd(2.17%) * (1-Tc(0.31)))
Discount Rate = 10.46% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -8.50%
 [DCF] Fair Price = unknown (Cash Flow -13.9m)
 EPS Correlation: 57.14 | EPS CAGR: 28.20% | SUE: -0.14 | # QB: 0
Revenue Correlation: 73.89 | Revenue CAGR: 17.10% | SUE: N/A | # QB: 0
EPS next Quarter (2026-06-30): EPS=1.00 | Chg7d=+0.042 | Chg30d=+0.042 | Revisions Net=+1 | Analysts=3
EPS current Year (2026-12-31): EPS=4.60 | Chg7d=+0.228 | Chg30d=+0.228 | Revisions Net=+1 | Growth EPS=+41.6% | Growth Revenue=+33.7%
EPS next Year (2027-12-31): EPS=5.64 | Chg7d=+0.160 | Chg30d=+0.160 | Revisions Net=+1 | Growth EPS=+22.4% | Growth Revenue=+14.7%
[Analyst] Revisions Ratio: +1.00 (1 Up / 0 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 6.5% (Discount Rate 10.5% - Earnings Yield 4.0%)
[Growth] Growth Spread = +24.0% (Analyst 30.5% - Implied 6.5%)
External Resources
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