(AMG) Affiliated Managers - Ratings and Ratios
Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US0082521081
AMG: Investment Management, Mutual Funds, Equities, Fixed Income, Alternatives
Affiliated Managers Group, Inc. (NYSE: AMG) is a global investment management company that operates through a partnership model, enabling its affiliates to retain operational autonomy while benefiting from centralized resources. The firm provides investment management services to a diverse range of clients, including mutual funds, institutional investors, retail investors, and high net worth individuals. Its distribution channels include direct sales, independent investment advisors, retirement plan sponsors, broker-dealers, major fund marketplaces, and bank trust departments. AMGs product offerings span multiple investment strategies, including small, small/mid, mid, and large capitalization value and growth equity, emerging markets, quantitative, alternative, and fixed income solutions. The company also manages assets for institutional clients such as foundations, endowments, defined benefit, and defined contribution plans for corporations and municipalities. AMG was founded in 1993 and is headquartered in West Palm Beach, Florida, with additional offices in Prides Crossing, Massachusetts; Stamford, Connecticut; London, United Kingdom; Dubai, United Arab Emirates; Sydney, Australia; Hong Kong; Tokyo, Japan; Zurich, Switzerland; and Delaware. Web URL: https://www.amg.com.
AMGs business model focuses on acquiring majority stakes in boutique investment firms, allowing these affiliates to maintain their entrepreneurial culture while leveraging AMGs infrastructure for distribution, marketing, and operational support. This approach enables AMG to offer a broad range of investment strategies while maintaining a diversified portfolio of assets under management. The companys global presence and multi-channel distribution network provide access to a wide range of investors, from retail to institutional clients, across various geographic regions.
3-Month Forecast: Based on
Additional Sources for AMG Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
AMG Stock Overview
Market Cap in USD | 4,493m |
Sector | Financial Services |
Industry | Asset Management |
GiC Sub-Industry | Asset Management & Custody Banks |
IPO / Inception | 1997-11-21 |
AMG Stock Ratings
Growth Rating | 59.1 |
Fundamental | 43.7 |
Dividend Rating | 10.2 |
Rel. Strength | -13.5 |
Analysts | 3.71/5 |
Fair Price Momentum | 155.59 USD |
Fair Price DCF | 709.13 USD |
AMG Dividends
Dividend Yield 12m | 0.02% |
Yield on Cost 5y | 0.06% |
Annual Growth 5y | -35.20% |
Payout Consistency | 80.2% |
AMG Growth Ratios
Growth Correlation 3m | -66.7% |
Growth Correlation 12m | 26.5% |
Growth Correlation 5y | 58% |
CAGR 5y | 20.30% |
CAGR/Max DD 5y | 0.49 |
Sharpe Ratio 12m | 1.19 |
Alpha | -4.30 |
Beta | 0.811 |
Volatility | 34.14% |
Current Volume | 192.2k |
Average Volume 20d | 205.9k |
As of May 01, 2025, the stock is trading at USD 165.63 with a total of 192,159 shares traded.
Over the past week, the price has changed by +4.41%, over one month by -1.43%, over three months by -11.87% and over the past year by +6.13%.
Partly, yes. Based on ValueRay Fundamental Analyses, Affiliated Managers (NYSE:AMG) is currently (May 2025) ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 43.72 and therefor a somewhat positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of AMG as of May 2025 is 155.59. This means that AMG is currently overvalued and has a potential downside of -6.06%.
Affiliated Managers has received a consensus analysts rating of 3.71. Therefor, it is recommend to hold AMG.
- Strong Buy: 2
- Buy: 1
- Hold: 4
- Sell: 0
- Strong Sell: 0
According to ValueRays Forecast Model, AMG Affiliated Managers will be worth about 169.5 in May 2026. The stock is currently trading at 165.63. This means that the stock has a potential upside of +2.35%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 188.1 | 13.6% |
Analysts Target Price | 203.1 | 22.6% |
ValueRay Target Price | 169.5 | 2.4% |