Affiliated Managers Group, Inc. $AMG Shares Acquired by LSV Asset Management

LSV Asset Management grew its stake in Affiliated Managers Group, Inc. (NYSE:AMG) by 0.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 479,624 shares of the asset manager’s stock after buying an additional 3,400 shares during the period. LSV Asset Management’s holdings in Affiliated Managers Group were worth $114,357,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in the stock. Norges Bank acquired a new position in shares of Affiliated Managers Group in the 2nd quarter valued at $71,779,000. Balyasny Asset Management L.P. grew its stake in Affiliated Managers Group by 3,811.8% during the 2nd quarter. Balyasny Asset Management L.P. now owns 311,383 shares of the asset manager’s stock valued at $61,271,000 after purchasing an additional 303,423 shares during the last quarter. Holocene Advisors LP acquired a new position in shares of Affiliated Managers Group in the second quarter valued at about $19,865,000. Treasurer of the State of North Carolina raised its stake in shares of Affiliated Managers Group by 124.5% in the second quarter. Treasurer of the State of North Carolina now owns 96,177 shares of the asset manager’s stock worth $18,925,000 after purchasing an additional 53,330 shares during the last quarter. Finally, Allianz Asset Management GmbH lifted its holdings in shares of Affiliated Managers Group by 14.6% during the third quarter. Allianz Asset Management GmbH now owns 393,161 shares of the asset manager’s stock worth $93,741,000 after purchasing an additional 50,219 shares during the period. 95.30% of the stock is owned by hedge funds and other institutional investors.

Affiliated Managers Group Price Performance

NYSE:AMG opened at $328.43 on Friday. The company has a debt-to-equity ratio of 0.56, a current ratio of 1.30 and a quick ratio of 1.30. The company has a 50 day moving average price of $300.35 and a 200-day moving average price of $259.62. Affiliated Managers Group, Inc. has a 1-year low of $139.22 and a 1-year high of $333.99. The firm has a market cap of $9.24 billion, a price-to-earnings ratio of 19.56, a price-to-earnings-growth ratio of 0.57 and a beta of 1.21.

Affiliated Managers Group (NYSE:AMG) last announced its quarterly earnings results on Thursday, February 12th. The asset manager reported $9.48 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $8.75 by $0.73. The firm had revenue of $556.60 million for the quarter, compared to the consensus estimate of $578.54 million. Affiliated Managers Group had a net margin of 26.01% and a return on equity of 16.75%. The firm’s quarterly revenue was up 6.2% compared to the same quarter last year. During the same period in the prior year, the firm posted $6.53 earnings per share. Equities research analysts forecast that Affiliated Managers Group, Inc. will post 22.86 EPS for the current year.

More Affiliated Managers Group News

Here are the key news stories impacting Affiliated Managers Group this week:

• Positive Sentiment: Q4 earnings materially beat expectations — economic EPS of $9.48 (diluted EPS and other metrics also reported) and full‑year results showed strong profitability, which directly drove the market reaction. AMG Reports Financial and Operating Results for the Fourth Quarter and Full Year 2025
• Positive Sentiment: Assets under management accelerated — AUM rose ~15% year‑over‑year, helping revenue and fee income growth and signaling continued client demand, especially in higher‑fee strategies. AMG’s Q4 Earnings Beat as AUM & Revenues Rise, Partners With HighBrook
• Positive Sentiment: Company announced a new share buyback program — buybacks reduce share count and are a near‑term EPS tailwind, supporting investor sentiment. AMG’s Q4 Earnings Beat as AUM & Revenues Rise, Partners With HighBrook
• Positive Sentiment: Strategic investments expand alternatives and private‑market exposure — AMG increased its stake in Garda Capital Partners (liquid alternatives) and acquired a minority interest in HighBrook (real estate/private markets), diversifying fee mix toward higher‑growth, higher‑margin strategies. AMG Expands Its Partnership with Garda Capital Partners with Increased Investment
• Positive Sentiment: Management tone on the earnings call highlighted strength in alternatives and ongoing partner-level performance, reinforcing the narrative that AMG’s affiliate model is delivering. Affiliated Managers Group Signals Strength in Alternatives
• Neutral Sentiment: Revenue growth was modest (reported ~6% YoY) despite strong AUM growth — indicates margin/fee mix effects that investors should monitor for sustainability. AMG Reports Financial and Operating Results for the Fourth Quarter and Full Year 2025
• Neutral Sentiment: Full earnings materials, slide deck and call transcript are available for deeper review — useful for investors who want detail on fee‑rate trends, affiliate flows and buyback specifics. View Press Release / Slide Deck

Analysts Set New Price Targets

Several equities analysts recently weighed in on the stock. Zacks Research downgraded shares of Affiliated Managers Group from a “strong-buy” rating to a “hold” rating in a report on Monday, December 15th. UBS Group set a $295.00 price objective on shares of Affiliated Managers Group in a report on Tuesday, November 4th. Wall Street Zen raised shares of Affiliated Managers Group from a “hold” rating to a “buy” rating in a report on Saturday, January 31st. Jefferies Financial Group restated a “buy” rating and set a $282.00 target price on shares of Affiliated Managers Group in a research report on Tuesday, November 4th. Finally, TD Cowen reaffirmed a “buy” rating on shares of Affiliated Managers Group in a research report on Wednesday, January 14th. Six investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat, Affiliated Managers Group has an average rating of “Moderate Buy” and an average price target of $340.50.

Affiliated Managers Group Profile

Affiliated Managers Group, Inc (NYSE: AMG) is a global asset management holding company that partners with boutique investment firms. Founded in 1993 and headquartered in West Palm Beach, Florida, AMG invests in and collaborates with independent investment managers to foster growth while preserving their entrepreneurial culture. Through equity stakes and strategic support, the company aims to enhance its affiliates’ distribution capabilities, operational infrastructure and access to capital.

The company’s core business activities include providing capital solutions, distribution services and operational support to affiliated investment firms.