(MGR) Affiliated Managers - Ratings and Ratios
Mutual Funds, Institutional Portfolios, Investment Advisory
MGR EPS (Earnings per Share)
MGR Revenue
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
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%) |
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%.
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%.
Affiliated Managers has no consensus analysts rating.
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% |