(MGR) Affiliated Managers - Ratings and Ratios

Exchange: NYSE • Country: USA • Currency: USD • Type: Common Stock • ISIN: US0082528508

Mutual Funds, Institutional Portfolios, Investment Advisory

MGR EPS (Earnings per Share)

EPS (Earnings per Share) of MGR over the last years for every Quarter: "2020-03": -0.33, "2020-06": 0.65, "2020-09": 1.53, "2020-12": 2.55, "2021-03": 3.3, "2021-06": 2.44, "2021-09": 2.9, "2021-12": 4.06, "2022-03": 3.11, "2022-06": 2.46, "2022-09": 2.59, "2022-12": 16.91, "2023-03": 3.37, "2023-06": 2.98, "2023-09": 5, "2023-12": 4.75, "2024-03": 3.74, "2024-06": 2.15, "2024-09": 3.53, "2024-12": 4.5, "2025-03": 2.22,

MGR Revenue

Revenue of MGR over the last years for every Quarter: 2020-03: 507.3, 2020-06: 471.1, 2020-09: 494.8, 2020-12: 554.3, 2021-03: 559.1, 2021-06: 586.3, 2021-09: 575.2, 2021-12: 691.8, 2022-03: 607.3, 2022-06: 604.1, 2022-09: 578.6, 2022-12: 583.4, 2023-03: 517.4, 2023-06: 512.5, 2023-09: 525.2, 2023-12: 502.6, 2024-03: 499.9, 2024-06: 500.3, 2024-09: 516.4, 2024-12: 521, 2025-03: 496.6,

Description: MGR Affiliated Managers

Affiliated Managers Group Inc (NYSE:MGR) is a leading asset management company that provides investment management services to a diverse range of clients, including mutual funds, institutional clients, and high net worth individuals. The companys affiliates offer a broad array of investment products across various styles, including equity, fixed income, quantitative, and alternative strategies.

From a business perspective, MGRs revenue is largely driven by management fees earned on assets under management (AUM). As of the latest available data, the companys AUM stands at approximately $624 billion, with a diverse mix of client segments, including mutual funds, institutional clients, and high net worth individuals. Key performance indicators (KPIs) to monitor include AUM growth, revenue margin, and net flows.

In terms of investment products, MGR offers a range of strategies across different capitalization segments, including small-cap, mid-cap, and large-cap equity, as well as emerging markets and fixed income. The companys investment management capabilities are supported by a robust distribution network, including independent investment advisors, retirement plan sponsors, and broker-dealers. Notable KPIs for evaluating MGRs investment performance include alpha generation, tracking error, and information ratio.

From a financial perspective, MGRs profitability is driven by its ability to generate strong returns on equity (RoE), which currently stands at 13.17%. Other key financial metrics to monitor include revenue growth, operating margin, and free cash flow generation. The companys financial health is also reflected in its debt-to-equity ratio and interest coverage ratio.

Overall, MGRs diversified business model, robust investment management capabilities, and strong financial performance position the company for long-term success in the asset management industry. Key areas to monitor include the companys ability to attract and retain AUM, maintain strong investment performance, and navigate the evolving regulatory landscape.

Additional Sources for MGR Stock

News: Wall Street Journal | Benzinga | Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle

MGR Stock Overview

Market Cap in USD 5,146m
Sector Financials
Industry Investment Banking & Investment Services
GiC Sub-Industry Asset Management & Custody Banks
IPO / Inception 2019-03-29

MGR Stock Ratings

Growth Rating -9.03
Fundamental 26.1
Dividend Rating 57.1
Rel. Strength -19.1
Analysts -
Fair Price Momentum 20.75 USD
Fair Price DCF -

MGR Dividends

Dividend Yield 12m 6.90%
Yield on Cost 5y 7.23%
Annual Growth 5y 0.00%
Payout Consistency 97.1%
Payout Ratio 20.0%

MGR Growth Ratios

Growth Correlation 3m 61.7%
Growth Correlation 12m -73.1%
Growth Correlation 5y 12.7%
CAGR 5y 0.78%
CAGR/Max DD 5y 0.03
Sharpe Ratio 12m -1.11
Alpha -9.73
Beta 0.299
Volatility 12.59%
Current Volume 17.9k
Average Volume 20d 28.7k
Stop Loss 20.5 (-2.9%)
What is the price of MGR shares?
As of July 31, 2025, the stock is trading at USD 21.11 with a total of 17,891 shares traded.
Over the past week, the price has changed by +0.48%, over one month by +3.84%, over three months by +2.12% and over the past year by -1.25%.
Is Affiliated Managers a good stock to buy?
Neither. Based on ValueRay´s Fundamental Analyses, Affiliated Managers is currently (July 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 26.10 and therefor a neutral outlook according to the companies health.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of MGR is around 20.75 USD . This means that MGR is currently overvalued and has a potential downside of -1.71%.
Is MGR a buy, sell or hold?
Affiliated Managers has no consensus analysts rating.
What are the forecasts for MGR share price target?
According to our own proprietary Forecast Model, MGR Affiliated Managers will be worth about 22.6 in July 2026. The stock is currently trading at 21.11. This means that the stock has a potential upside of +6.87%.
Issuer Target Up/Down from current
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 22.6 6.9%