Affiliated Managers Group, Inc. $AMG Stake Lessened by UBS Group AG

UBS Group AG cut its stake in Affiliated Managers Group, Inc. (NYSE:AMG) by 15.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 295,418 shares of the asset manager’s stock after selling 54,794 shares during the period. UBS Group AG’s holdings in Affiliated Managers Group were worth $85,163,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. US Bancorp DE boosted its holdings in shares of Affiliated Managers Group by 1.4% in the third quarter. US Bancorp DE now owns 3,561 shares of the asset manager’s stock valued at $849,000 after acquiring an additional 49 shares in the last quarter. Procyon Advisors LLC boosted its holdings in shares of Affiliated Managers Group by 3.1% in the third quarter. Procyon Advisors LLC now owns 1,648 shares of the asset manager’s stock valued at $393,000 after acquiring an additional 50 shares in the last quarter. Millstone Evans Group LLC boosted its holdings in shares of Affiliated Managers Group by 41.9% in the third quarter. Millstone Evans Group LLC now owns 176 shares of the asset manager’s stock valued at $42,000 after acquiring an additional 52 shares in the last quarter. Quadrant Capital Group LLC boosted its holdings in shares of Affiliated Managers Group by 2.1% in the third quarter. Quadrant Capital Group LLC now owns 3,174 shares of the asset manager’s stock valued at $757,000 after acquiring an additional 64 shares in the last quarter. Finally, Glenmede Investment Management LP boosted its holdings in shares of Affiliated Managers Group by 3.9% in the third quarter. Glenmede Investment Management LP now owns 1,792 shares of the asset manager’s stock valued at $427,000 after acquiring an additional 67 shares in the last quarter. 95.30% of the stock is currently owned by institutional investors.

Insider Activity at Affiliated Managers Group

In other Affiliated Managers Group news, General Counsel Kavita Padiyar sold 2,200 shares of Affiliated Managers Group stock in a transaction that occurred on Monday, March 9th. The shares were sold at an average price of $278.24, for a total transaction of $612,128.00. Following the transaction, the general counsel directly owned 42,672 shares in the company, valued at approximately $11,873,057.28. The trade was a 4.90% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, COO Thomas M. Wojcik sold 8,000 shares of Affiliated Managers Group stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $286.30, for a total transaction of $2,290,400.00. Following the transaction, the chief operating officer owned 159,465 shares in the company, valued at approximately $45,654,829.50. The trade was a 4.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 4.20% of the company’s stock.

Affiliated Managers Group Stock Down 1.5%

AMG stock opened at $290.13 on Friday. Affiliated Managers Group, Inc. has a 12 month low of $169.00 and a 12 month high of $334.78. The firm has a market cap of $7.70 billion, a PE ratio of 11.74, a P/E/G ratio of 0.49 and a beta of 1.14. The firm has a 50 day simple moving average of $287.02 and a 200 day simple moving average of $283.91. The company has a debt-to-equity ratio of 0.64, a current ratio of 1.34 and a quick ratio of 1.34.

Affiliated Managers Group (NYSE:AMG) last released its earnings results on Friday, May 1st. The asset manager reported $8.23 EPS for the quarter, beating the consensus estimate of $8.10 by $0.13. Affiliated Managers Group had a net margin of 34.55% and a return on equity of 18.45%. The business had revenue of $544.90 million during the quarter, compared to analyst estimates of $544.01 million. During the same period in the prior year, the business earned $5.37 earnings per share. The business’s quarterly revenue was up 9.7% on a year-over-year basis. Equities research analysts forecast that Affiliated Managers Group, Inc. will post 32.95 earnings per share for the current fiscal year.

Affiliated Managers Group Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 26th. Investors of record on Monday, May 11th will be paid a $0.01 dividend. The ex-dividend date of this dividend is Monday, May 11th. This represents a $0.04 dividend on an annualized basis and a yield of 0.0%. Affiliated Managers Group’s dividend payout ratio (DPR) is currently 0.17%.

Analyst Ratings Changes

Several research firms have recently issued reports on AMG. Deutsche Bank Aktiengesellschaft set a $408.00 price objective on shares of Affiliated Managers Group and gave the company a “buy” rating in a report on Friday, February 13th. Weiss Ratings reissued a “buy (b-)” rating on shares of Affiliated Managers Group in a research note on Wednesday, January 21st. Wall Street Zen lowered shares of Affiliated Managers Group from a “strong-buy” rating to a “buy” rating in a research note on Saturday, April 4th. The Goldman Sachs Group increased their target price on shares of Affiliated Managers Group from $300.00 to $341.00 and gave the company a “buy” rating in a research note on Tuesday, January 6th. Finally, TD Cowen reissued a “buy” rating on shares of Affiliated Managers Group in a research note on Thursday, April 9th. Seven investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $360.14.

Key Stories Impacting Affiliated Managers Group

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

• Positive Sentiment: Q1 beat — AMG reported economic EPS of $8.23 vs. consensus $8.10 and revenue growth of ~9.7% YoY; margins and return on equity were strong, which supports higher recurring fee revenue. AMG’s Q1 Earnings Beat on Higher Revenues & Record AUM, Shares Rise
• Positive Sentiment: Record AUM and strong flows — AUM reached a record (reported near $882B) with net inflows of about $22.2B, signaling durable client demand that should support fee revenue. Affiliated Managers Reports Record AUM and Strong Q1 2026
• Neutral Sentiment: Company materials & call — The press release, slide deck and conference call are available (useful for detail on segment trends, margin drivers and capital allocation plans). Investors will want to review management’s commentary for forward outlook. View Press Release / Slide Deck
• Neutral Sentiment: Analyst attention — Zacks and other outlets highlighted AMG as a momentum/value candidate after the beat; follow-up analyst notes may drive intraday moves. AMG Surpasses Q1 Earnings and Revenue Estimates
• Negative Sentiment: GAAP vs economic EPS divergence — Management reported diluted GAAP EPS of $3.84 alongside Economic EPS of $8.23; some investors may focus on the lower GAAP number or one-time items, tempering enthusiasm. AMG Reports Financial and Operating Results for Q1 2026
• Negative Sentiment: Short-term profit-taking / intraday reversal — Reports noted a premarket rise after the beat; subsequent intraday selling and above-average volume suggest some investors took profits, contributing to the share decline. AMG’s Q1 Earnings Beat on Higher Revenues & Record AUM, Shares Rise

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.