(AMG) Affiliated Managers - Ratings and Ratios

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US0082521081

Mutual Funds, Institutional Portfolios, Alternative Strategies, Fixed Income

Stock: Asset Management & Custody Banks
Age 28.2y

MCap 9,364m
Avg Vol 397K (122M USD)

Beta 1.166
Volatility 29.63%

EPS (Earnings per Share)

EPS CAGR: 0.00%
EPS Trend: 21.4%

Last SUE: 0.95
Qual. Beats: 1

Revenue

Rev. CAGR: -6.95%
Rev. Trend: -65.8%

Last SUE: -1.27
Qual. Beats: 0

Dividends

Dividend Yield	0.02%
Yield on Cost 5y	0.04%
Yield CAGR 5y	0.00%
Payout Consistency	81.7%
Payout Ratio	0.2%

Risk via 5d forecast
Volatility	29.6%
Value at Risk 5%th	45.9%
Relative Tail Risk	-5.86%

Reward TTM
Sharpe Ratio	1.68
Alpha	47.10
CAGR/Max DD	0.68

Character TTM
Hurst Exponent	0.311
Beta	1.166
Beta Downside	1.110

Drawdowns 3y
Max DD	31.33%
Mean DD	11.00%
Median DD	9.83%

Description: AMG Affiliated Managers January 08, 2026

Affiliated Managers Group, Inc. (NYSE: AMG) operates a network of boutique investment managers that deliver advisory and sub-advisory services to mutual funds, institutional accounts, retail investors, and high-net-worth clients across the United States and globally.

Through its affiliates, AMG distributes equity strategies spanning small-cap to large-cap value and growth, as well as emerging-market funds, and supplements these with quantitative, alternative, and fixed-income products for foundations, endowments, and corporate pension plans.

Key operating metrics (as of the most recent FY) include approximately $800 billion in assets under management (AUM), a fee-related revenue growth rate of 4 % YoY, and an operating margin near 30 %, reflecting the firm’s scalable fee-based model and relatively low fixed-cost structure.

Sector drivers that materially affect AMG’s outlook are the continued shift toward fee-compression pressure from passive indexing, balanced by growing institutional demand for diversified alternative-asset allocations and the macro-trend of low-interest-rate environments that boost the appeal of equity-focused discretionary mandates.

For a deeper, data-driven view of AMG’s valuation dynamics, you may find the analytics on ValueRay worth a quick look.

Piotroski VR‑10 (Strict, 0-10) 7.5

Net Income: 531.2m TTM > 0 and > 6% of Revenue
FCF/TA: 0.10 > 0.02 and ΔFCF/TA -0.51 > 1.0
NWC/Revenue: 12.93% < 20% (prev 44.98%; Δ -32.05% < -1%)
CFO/TA 0.10 > 3% & CFO 929.3m > Net Income 531.2m
Net Debt (1.90b) to EBITDA (1.19b): 1.60 < 3
Current Ratio: 1.30 > 1.5 & < 3
Outstanding Shares: last quarter (33.0m) vs 12m ago -5.71% < -2%
Gross Margin: 51.70% > 18% (prev 0.54%; Δ 5116 % > 0.5%)
Asset Turnover: 22.90% > 50% (prev 22.68%; Δ 0.22% > 0%)
Interest Coverage Ratio: 7.82 > 6 (EBITDA TTM 1.19b / Interest Expense TTM 137.0m)

Altman Z'' 5.37

A: 0.03 (Total Current Assets 1.14b - Total Current Liabilities 879.7m) / Total Assets 8.93b
B: 0.81 (Retained Earnings 7.27b / Total Assets 8.93b)
C: 0.12 (EBIT TTM 1.07b / Avg Total Assets 8.92b)
D: 1.63 (Book Value of Equity 7.16b / Total Liabilities 4.39b)
Altman-Z'' Score: 5.37 = AAA

Beneish M -2.62

DSRI: 1.44 (Receivables 667.7m/457.1m, Revenue 2.04b/2.02b)
GMI: 1.05 (GM 51.70% / 54.39%)
AQI: 1.05 (AQ_t 0.87 / AQ_t-1 0.82)
SGI: 1.01 (Revenue 2.04b / 2.02b)
TATA: -0.04 (NI 531.2m - CFO 929.3m) / TA 8.93b)
Beneish M-Score: -2.62 (Cap -4..+1) = A

ValueRay F-Score (Strict, 0-100) 72.57

1. Piotroski: 7.50pt
2. FCF Yield: 8.21%
3. FCF Margin: 45.25%
4. Debt/Equity: 0.71
5. Debt/Ebitda: 1.60
6. ROIC - WACC: 6.36%
7. RoE: 16.20%
8. Revenue Trend: -65.76%
9. EPS Trend: 21.38%

What is the price of AMG shares?

As of January 28, 2026, the stock is trading at USD 307.56 with a total of 487,850 shares traded.
Over the past week, the price has changed by -3.52%, over one month by +5.30%, over three months by +27.09% and over the past year by +65.63%.

Is AMG a buy, sell or hold?

Affiliated Managers has received a consensus analysts rating of 4.00. Therefore, it is recommended to buy AMG.

Strong Buy: 3
Buy: 1
Hold: 3
Sell: 0
Strong Sell: 0

What are the forecasts/targets for the AMG price?

Issuer	Target	Up/Down from current
Wallstreet Target Price	364.1	18.4%
Analysts Target Price	364.1	18.4%
ValueRay Target Price	376	22.2%

AMG Fundamental Data Overview January 24, 2026

P/E Trailing = 19.7229
P/E Forward = 11.1359
P/S = 4.5854
P/B = 2.7592
P/EG = 0.6964
Revenue TTM = 2.04b USD
EBIT TTM = 1.07b USD
EBITDA TTM = 1.19b USD
Long Term Debt = 2.37b USD (from longTermDebt, last quarter)
Short Term Debt = unknown (none)
Debt = 2.37b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 1.90b USD (from netDebt column, last quarter)
Enterprise Value = 11.26b USD (9.36b + Debt 2.37b - CCE 476.1m)
Interest Coverage Ratio = 7.82 (Ebit TTM 1.07b / Interest Expense TTM 137.0m)
EV/FCF = 12.19x (Enterprise Value 11.26b / FCF TTM 924.0m)
FCF Yield = 8.21% (FCF TTM 924.0m / Enterprise Value 11.26b)
FCF Margin = 45.25% (FCF TTM 924.0m / Revenue TTM 2.04b)
Net Margin = 26.01% (Net Income TTM 531.2m / Revenue TTM 2.04b)
Gross Margin = 51.70% ((Revenue TTM 2.04b - Cost of Revenue TTM 986.3m) / Revenue TTM)
Gross Margin QoQ = 51.99% (prev 46.53%)
Tobins Q-Ratio = 1.26 (Enterprise Value 11.26b / Total Assets 8.93b)
Interest Expense / Debt = 1.40% (Interest Expense 33.2m / Debt 2.37b)
Taxrate = 19.75% (71.6m / 362.5m)
NOPAT = 859.8m (EBIT 1.07b * (1 - 19.75%))
Current Ratio = 1.30 (Total Current Assets 1.14b / Total Current Liabilities 879.7m)
Debt / Equity = 0.71 (Debt 2.37b / totalStockholderEquity, last quarter 3.34b)
Debt / EBITDA = 1.60 (Net Debt 1.90b / EBITDA 1.19b)
Debt / FCF = 2.05 (Net Debt 1.90b / FCF TTM 924.0m)
Total Stockholder Equity = 3.28b (last 4 quarters mean from totalStockholderEquity)
RoA = 5.96% (Net Income 531.2m / Total Assets 8.93b)
RoE = 16.20% (Net Income TTM 531.2m / Total Stockholder Equity 3.28b)
RoCE = 18.96% (EBIT 1.07b / Capital Employed (Equity 3.28b + L.T.Debt 2.37b))
RoIC = 14.73% (NOPAT 859.8m / Invested Capital 5.84b)
WACC = 8.37% (E(9.36b)/V(11.74b) * Re(10.21%) + D(2.37b)/V(11.74b) * Rd(1.40%) * (1-Tc(0.20)))
Discount Rate = 10.21% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -10.61%
[DCF Debug] Terminal Value 76.18% ; FCFF base≈941.0m ; Y1≈908.7m ; Y5≈897.2m
Fair Price DCF = 459.1 (EV 14.81b - Net Debt 1.90b = Equity 12.91b / Shares 28.1m; r=8.37% [WACC]; 5y FCF grow -4.65% → 2.90% )
EPS Correlation: 21.38 | EPS CAGR: 0.0% | SUE: 0.95 | # QB: 1
Revenue Correlation: -65.76 | Revenue CAGR: -6.95% | SUE: -1.27 | # QB: 0
EPS next Quarter (2026-03-31): EPS=6.59 | Chg30d=-0.078 | Revisions Net=-1 | Analysts=4
EPS next Year (2026-12-31): EPS=30.34 | Chg30d=+0.534 | Revisions Net=+4 | Growth EPS=+18.9% | Growth Revenue=+13.9%

Additional Sources for AMG Stock

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Fund Manager Positions: Dataroma | Stockcircle