PEAK6 LLC Makes New Investment in Affiliated Managers Group, Inc. $AMG

PEAK6 LLC bought a new stake in shares of Affiliated Managers Group, Inc. (NYSE:AMG) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 29,555 shares of the asset manager’s stock, valued at approximately $10,001,000.

Several other hedge funds have also made changes to their positions in AMG. BlackRock Inc. bought a new position in shares of Affiliated Managers Group during the 2nd quarter worth $938,294,000. Boston Partners raised its holdings in shares of Affiliated Managers Group by 2.1% in the third quarter. Boston Partners now owns 1,157,344 shares of the asset manager’s stock valued at $275,957,000 after acquiring an additional 24,217 shares in the last quarter. Dimensional Fund Advisors LP lifted its stake in Affiliated Managers Group by 2.7% in the first quarter. Dimensional Fund Advisors LP now owns 718,313 shares of the asset manager’s stock worth $198,746,000 after acquiring an additional 18,865 shares during the period. Fuller & Thaler Asset Management Inc. lifted its stake in Affiliated Managers Group by 20.2% in the fourth quarter. Fuller & Thaler Asset Management Inc. now owns 685,588 shares of the asset manager’s stock worth $197,641,000 after acquiring an additional 115,313 shares during the period. Finally, Geode Capital Management LLC grew its holdings in Affiliated Managers Group by 8.1% during the 4th quarter. Geode Capital Management LLC now owns 551,153 shares of the asset manager’s stock worth $158,916,000 after acquiring an additional 41,322 shares in the last quarter. 95.30% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Affiliated Managers Group

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

• Positive Sentiment: Value appeal remains a key catalyst. Zacks identified AMG as a top long-term value stock based on its Style Scores. The shares trade at approximately 12.3 times earnings, which may appeal to investors seeking relatively inexpensive exposure to asset management. Why Affiliated Managers Group is a Top Value Stock for the Long-Term
• Positive Sentiment: Zacks maintained a “Strong-Buy” rating while raising its FY2026 EPS forecast to $34.67 from $33.01, FY2027 to $34.57 from $34.07, and FY2028 to $39.29 from $39.22. Estimates were also increased for Q4 2026, Q3 2027, Q4 2027 and Q1 2028, signaling improved expectations for earnings growth. Zacks Research earnings estimates
• Positive Sentiment: Recent commentary emphasizes strong fundamentals. An analysis of AMG’s second quarter highlighted solid business fundamentals and potentially undervalued investment-grade bond holdings, while other coverage cited two reasons investors remain attracted to the company. AMG Q2 Analysis
• Neutral Sentiment: Forecast revisions were mixed. Zacks lowered its Q2 2028 EPS estimate to $9.03 from $9.56, partially offsetting the broader upward revisions. Its FY2026 estimate of $34.67 also remains below the broader consensus of $36.25, suggesting some analysts still expect more near-term earnings upside.

Insider Activity at Affiliated Managers Group

In other Affiliated Managers Group news, Director Annette Franqui purchased 750 shares of Affiliated Managers Group stock in a transaction dated Monday, June 1st. The shares were acquired at an average cost of $304.88 per share, with a total value of $228,660.00. Following the completion of the transaction, the director owned 1,962 shares in the company, valued at approximately $598,174.56. This trade represents a 61.88% increase in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Jay C. Horgen sold 17,500 shares of the stock in a transaction on Monday, June 8th. The shares were sold at an average price of $338.27, for a total value of $5,919,725.00. Following the sale, the chief executive officer owned 204,706 shares of the company’s stock, valued at approximately $69,245,898.62. This represents a 7.88% decrease in their position. The disclosure for this sale is available in the SEC filing. 2.90% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of research analysts have commented on the stock. TD Cowen reissued a “buy” rating and set a $454.00 target price on shares of Affiliated Managers Group in a research report on Wednesday, May 13th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $405.00 price target on shares of Affiliated Managers Group in a research report on Monday, May 4th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $400.00 price objective on shares of Affiliated Managers Group in a research note on Monday, May 4th. Weiss Ratings reissued a “buy (b)” rating on shares of Affiliated Managers Group in a research note on Friday, June 26th. Finally, Wall Street Zen upgraded Affiliated Managers Group from a “buy” rating to a “strong-buy” rating in a report on Saturday. One investment analyst has rated the stock with a Strong Buy rating and seven have assigned a Buy rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Buy” and an average target price of $370.86.

Affiliated Managers Group Stock Performance

Shares of Affiliated Managers Group stock opened at $356.08 on Monday. The company has a market capitalization of $9.21 billion, a PE ratio of 12.33, a P/E/G ratio of 0.48 and a beta of 1.11. The company has a debt-to-equity ratio of 0.76, a quick ratio of 1.24 and a current ratio of 1.24. The company has a 50-day simple moving average of $359.29 and a two-hundred day simple moving average of $320.20. Affiliated Managers Group, Inc. has a one year low of $218.21 and a one year high of $392.92.

Affiliated Managers Group (NYSE:AMG) last released its quarterly earnings results on Thursday, July 30th. The asset manager reported $8.29 earnings per share for the quarter, beating analysts’ consensus estimates of $7.90 by $0.39. Affiliated Managers Group had a net margin of 37.72% and a return on equity of 21.94%. The business had revenue of $640.70 million for the quarter, compared to analysts’ expectations of $590.94 million. During the same period last year, the business earned $5.39 EPS. The company’s revenue was up .0% compared to the same quarter last year. Research analysts expect that Affiliated Managers Group, Inc. will post 36.69 EPS for the current fiscal year.

Affiliated Managers Group Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, August 24th. Investors of record on Monday, August 10th will be given a dividend of $0.01 per share. The ex-dividend date of this dividend is Monday, August 10th. This represents a $0.04 dividend on an annualized basis and a yield of 0.0%. Affiliated Managers Group’s dividend payout ratio is presently 0.14%.

About Affiliated Managers Group

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.