Paragon Associates & Paragon Associates II Joint Venture Invests $5.36 Million in Affiliated Managers Group, Inc. $AMG

Paragon Associates & Paragon Associates II Joint Venture acquired a new stake in shares of Affiliated Managers Group, Inc. (NYSE:AMG) during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm acquired 22,467 shares of the asset manager’s stock, valued at approximately $5,357,000. Affiliated Managers Group accounts for about 9.6% of Paragon Associates & Paragon Associates II Joint Venture’s investment portfolio, making the stock its 5th largest position. Paragon Associates & Paragon Associates II Joint Venture owned 0.08% of Affiliated Managers Group at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Mitsubishi UFJ Asset Management Co. Ltd. raised its holdings in Affiliated Managers Group by 428.0% during the second quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 132 shares of the asset manager’s stock valued at $26,000 after acquiring an additional 107 shares during the period. Root Financial Partners LLC purchased a new position in shares of Affiliated Managers Group in the third quarter valued at about $33,000. Meeder Asset Management Inc. bought a new position in shares of Affiliated Managers Group in the third quarter worth about $34,000. Hantz Financial Services Inc. boosted its stake in shares of Affiliated Managers Group by 189.8% in the third quarter. Hantz Financial Services Inc. now owns 142 shares of the asset manager’s stock worth $34,000 after acquiring an additional 93 shares during the period. Finally, Millstone Evans Group LLC grew its position in shares of Affiliated Managers Group by 41.9% during the third quarter. Millstone Evans Group LLC now owns 176 shares of the asset manager’s stock worth $42,000 after purchasing an additional 52 shares in the last quarter. Hedge funds and other institutional investors own 95.30% of the company’s stock.

Affiliated Managers Group News Summary

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

• Positive Sentiment: AMG’s pivot into alternative strategies is producing record inflows, new partnerships and rising market share — the business is targeting roughly two-thirds of profits from alternatives, which supports longer‑term revenue diversification and margin upside. AMG Pivots Toward Alternatives Strategies
• Positive Sentiment: Analyst consensus remains skewed toward buy-side support — an industry roundup shows AMG with an average analyst rating of “Moderate Buy,” which could provide support if management continues to convert alternatives momentum into steady fee growth. Affiliated Managers Group Given Average Rating of Moderate Buy
• Neutral Sentiment: Zacks’ longer-term view still models growth beyond FY2026 — they project FY2027 at $24.40 and FY2028 at $26.66 per share, implying recovery over time even after near‑term cuts. No price-target change was cited in the note, and Zacks retains a “Hold” rating, so the downgrade is an EPS reforecast rather than a full scale revision to conviction.
• Negative Sentiment: Zacks Research issued broad downward revisions to AMG’s near-term EPS: multiple quarterly cuts across FY2026 and FY2027 (examples: FY2026 now $22.24 vs prior $27.94; FY2027 now $24.40 vs prior $32.27). Q1–Q4 estimates for 2026–2027 were trimmed materially (several quarters cut by 20–40% versus prior forecasts). Zacks keeps a “Hold” rating — the revisions signal weaker near‑term earnings power and are the primary reason shares are trading down today.

Affiliated Managers Group Price Performance

AMG stock opened at $286.90 on Friday. Affiliated Managers Group, Inc. has a 12 month low of $139.22 and a 12 month high of $334.78. The company has a current ratio of 1.34, a quick ratio of 1.34 and a debt-to-equity ratio of 0.64. The company has a 50-day moving average price of $309.85 and a 200 day moving average price of $270.22. The stock has a market cap of $7.65 billion, a PE ratio of 12.43, a P/E/G ratio of 0.48 and a beta of 1.18.

Affiliated Managers Group (NYSE:AMG) last posted its quarterly earnings data on Thursday, February 12th. The asset manager reported $9.48 earnings per share for the quarter, topping analysts’ consensus estimates of $8.75 by $0.73. The company had revenue of $556.60 million for the quarter, compared to analyst estimates of $578.54 million. Affiliated Managers Group had a net margin of 34.55% and a return on equity of 18.45%. The firm’s revenue for the quarter was up 6.2% on a year-over-year basis. During the same period in the prior year, the company posted $6.53 EPS. Equities research analysts anticipate that Affiliated Managers Group, Inc. will post 22.86 earnings per share for the current year.

Affiliated Managers Group Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 9th. Stockholders of record on Monday, February 23rd will be paid a dividend of $0.01 per share. The ex-dividend date of this dividend is Monday, February 23rd. This represents a $0.04 dividend on an annualized basis and a dividend yield of 0.0%. Affiliated Managers Group’s dividend payout ratio is currently 0.17%.

Analyst Ratings Changes

A number of research firms recently commented on AMG. Deutsche Bank Aktiengesellschaft set a $408.00 price target on Affiliated Managers Group and gave the stock a “buy” rating in a report on Friday, February 13th. The Goldman Sachs Group increased their price objective on shares of Affiliated Managers Group from $300.00 to $341.00 and gave the company a “buy” rating in a report on Tuesday, January 6th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Affiliated Managers Group in a research report on Wednesday, January 21st. TD Cowen reissued a “buy” rating on shares of Affiliated Managers Group in a report on Wednesday, January 14th. Finally, Wall Street Zen upgraded shares of Affiliated Managers Group from a “buy” rating to a “strong-buy” rating in a research report on Saturday, February 21st. Seven investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $350.14.

Affiliated Managers Group Company 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.