Acadian Asset Management (NYSE:AAMI) Announces Quarterly Earnings Results, Misses Estimates By $0.06 EPS

Posted by Trevor Kearing on Feb 6th, 2026

Acadian Asset Management (NYSE:AAMI – Get Free Report) released its quarterly earnings results on Thursday. The company reported $1.32 earnings per share for the quarter, missing analysts’ consensus estimates of $1.38 by ($0.06), FiscalAI reports. The company had revenue of $169.70 million during the quarter. Acadian Asset Management had a return on equity of 166.57% and a net margin of 15.70%.

Here are the key takeaways from Acadian Asset Management’s conference call:

Acadian reported record net client cash flows of $29.4 billion for 2025 and ended the year with a record $177.5 billion in AUM, driven by diversified inflows across enhanced, extension, and emerging markets strategies.
Operating performance strengthened: full‑year ENI revenue rose ~9% to nearly $549 million, ENI EPS reached a record $3.25, Adjusted EBITDA grew, and ENI operating margin expanded to 35.5% (45.7% in Q4 on an operating basis).
U.S. GAAP net income and EPS declined (Q4 net income down 18%, EPS down 14%; full‑year net income down 6%), primarily due to increased non‑cash expenses from valuation changes in Acadian LLC equity and profits interests.
Balance sheet and capital allocation improved: management refinanced senior notes, cut gross leverage to ~1.0x (net ~0.5x), paused repurchases during refinancing but plans to resume buybacks, and raised the quarterly dividend to $0.10 per share.
Investment track record and pipeline remain strong, with >95% of strategies by revenue outperforming benchmarks over multi‑year periods and a durable, diverse institutional pipeline supporting continued growth in 2026.

Acadian Asset Management Stock Up 4.8%

AAMI stock traded up $2.34 during trading on Friday, hitting $50.86. 83,690 shares of the company’s stock traded hands, compared to its average volume of 249,544. The stock has a fifty day moving average price of $50.02 and a two-hundred day moving average price of $47.35. Acadian Asset Management has a 52 week low of $22.60 and a 52 week high of $56.46. The stock has a market capitalization of $1.82 billion, a price-to-earnings ratio of 21.46 and a beta of 1.31.

Acadian Asset Management Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, March 27th. Shareholders of record on Friday, March 13th will be issued a $0.10 dividend. This is a boost from Acadian Asset Management’s previous quarterly dividend of $0.01. This represents a $0.40 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend is Friday, March 13th. Acadian Asset Management’s dividend payout ratio is presently 1.69%.

Institutional Investors Weigh In On Acadian Asset Management

Institutional investors and hedge funds have recently bought and sold shares of the business. EverSource Wealth Advisors LLC bought a new position in shares of Acadian Asset Management during the second quarter valued at approximately $31,000. CWM LLC bought a new position in Acadian Asset Management during the 2nd quarter worth $55,000. Blue Trust Inc. bought a new position in Acadian Asset Management during the 2nd quarter worth $57,000. Raymond James Financial Inc. acquired a new stake in Acadian Asset Management in the second quarter worth $61,000. Finally, WealthCollab LLC bought a new stake in Acadian Asset Management in the second quarter valued at $65,000. Institutional investors and hedge funds own 98.69% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on AAMI shares. Weiss Ratings reiterated a “buy (b)” rating on shares of Acadian Asset Management in a report on Monday, December 29th. Royal Bank Of Canada boosted their price target on Acadian Asset Management from $52.00 to $54.00 and gave the stock a “sector perform” rating in a research note on Friday. Morgan Stanley raised their price objective on Acadian Asset Management from $49.00 to $50.00 and gave the company an “equal weight” rating in a research note on Tuesday. Evercore ISI set a $52.00 price objective on Acadian Asset Management in a report on Thursday, November 6th. Finally, Wall Street Zen cut Acadian Asset Management from a “buy” rating to a “hold” rating in a research note on Sunday, January 18th. One analyst has rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $52.00.

View Our Latest Report on AAMI

Acadian Asset Management News Roundup

Here are the key news stories impacting Acadian Asset Management this week:

Positive Sentiment: Company reported $5.4 billion of net client inflows in Q4 and set a record for assets under management — a clear driver of recurring fee revenue and proof of client demand that supports higher valuation expectations. Acadian signals continued positive momentum with $5.4B Q4 net client inflows and record AUM
Positive Sentiment: Board sharply raised the quarterly dividend to $0.10 (from $0.01), a 900% increase and ~0.8% yield — signals confidence in cash flow and returns to shareholders, which tends to support the stock multiple.
Positive Sentiment: Management framed the quarter as part of a “record year” on the earnings call and slide deck, emphasizing operating momentum and scalable AUM growth that underpin longer‑term profitability. Acadian (AAMI) Q4 2025 Earnings Call Transcript
Neutral Sentiment: The company posted detailed Q4 results and provided an investor presentation and webcast; this gives analysts and investors more data to model forward fee revenue sensitivity to AUM and flows. Acadian Asset Management Inc. Reports Financial and Operating Results for the Fourth Quarter Ended December 31, 2025
Negative Sentiment: Reported EPS of $1.32 missed the consensus of $1.38 and revenue commentary was softer than some expectations — a near-term negative that could temper estimates if flows or fee margins slow. Acadian Asset Management (AAMI) Misses Q4 Earnings and Revenue Estimates

Acadian Asset Management Company Profile

(Get Free Report)

Acadian Asset Management is a global investment management firm specializing in quantitative research and systematic strategies. Since its founding in 1986, the firm has developed data-driven models designed to identify and capture investment opportunities across equity and fixed income markets. By integrating advanced analytics, proprietary risk management tools and a disciplined investment process, Acadian seeks to deliver consistent performance for institutional clients.

The firm’s core offerings include institutional equity portfolios, fixed income strategies and multi-asset solutions.