Affiliated Managers Group, Inc. $AMG Holdings Lowered by First Trust Advisors LP

First Trust Advisors LP reduced its stake in Affiliated Managers Group, Inc. (NYSE:AMG) by 44.9% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 56,242 shares of the asset manager’s stock after selling 45,792 shares during the period. First Trust Advisors LP’s holdings in Affiliated Managers Group were worth $15,562,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in AMG. Leonteq Securities AG bought a new stake in Affiliated Managers Group during the fourth quarter worth approximately $30,000. Caitong International Asset Management Co. Ltd acquired a new stake in Affiliated Managers Group in the fourth quarter worth approximately $42,000. EverSource Wealth Advisors LLC boosted its stake in Affiliated Managers Group by 89.9% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 281 shares of the asset manager’s stock valued at $55,000 after purchasing an additional 133 shares in the last quarter. Arax Advisory Partners boosted its stake in Affiliated Managers Group by 94.1% during the 4th quarter. Arax Advisory Partners now owns 198 shares of the asset manager’s stock valued at $57,000 after purchasing an additional 96 shares in the last quarter. Finally, CIBC Private Wealth Group LLC increased its position in shares of Affiliated Managers Group by 676.7% during the 4th quarter. CIBC Private Wealth Group LLC now owns 233 shares of the asset manager’s stock valued at $67,000 after purchasing an additional 203 shares during the period. 95.30% of the stock is currently owned by institutional investors.

Trending Headlines about Affiliated Managers Group

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

• Positive Sentiment: Quarterly earnings exceeded expectations. AMG reported second-quarter economic EPS of $8.29, up from $5.39 a year earlier and above consensus estimates of approximately $7.85–$7.90. Diluted EPS was $6.95. Affiliated Managers Group Q2 Earnings Beat
• Positive Sentiment: Record AUM and alternative-strategy inflows supported results. Strong asset levels, higher revenues and continued demand for alternative investment strategies helped offset rising operating expenses. The company had previously raised its second-quarter adjusted EBITDA and revenue guidance, reinforcing investor confidence in its near-term outlook. AMG Q2 Earnings Beat on Higher Revenues and Record AUM
• Positive Sentiment: Management discussed the quarter and outlook on the earnings call. The earnings-call transcript provides additional context on AMG’s operating performance, capital allocation and growth priorities. AMG Q2 2026 Earnings Call Transcript
• Neutral Sentiment: AMG declared a quarterly dividend of $0.01 per share. Shareholders of record on August 10 will be paid on August 24; the payout represents a minimal yield and is unlikely to be a major stock-price catalyst.
• Negative Sentiment: Revenue results were mixed. One report cited quarterly revenue of $493.2 million, below the consensus estimate, while other coverage emphasized year-over-year revenue improvement. Rising expenses also moderated the benefit from stronger inflows and earnings. AMG EPS Beat and Revenue Miss

Wall Street Analysts Forecast Growth

A number of analysts have recently commented on AMG shares. Barrington Research reissued an “outperform” rating and issued a $365.00 price objective on shares of Affiliated Managers Group in a research note on Monday, April 27th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Affiliated Managers Group in a research note on Friday, June 26th. Wall Street Zen raised Affiliated Managers Group from a “hold” rating to a “buy” rating in a report on Sunday, June 28th. TD Cowen reaffirmed a “buy” rating and set a $454.00 target price on shares of Affiliated Managers Group in a report on Wednesday, May 13th. Finally, The Goldman Sachs Group reiterated a “buy” rating and issued a $405.00 price target on shares of Affiliated Managers Group in a research report on Monday, May 4th. Seven investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat, Affiliated Managers Group presently has an average rating of “Moderate Buy” and a consensus price target of $362.29.

Insider Buying and Selling at Affiliated Managers Group

In other news, Director Rodriguez Felix V. Matos sold 1,000 shares of the business’s stock in a transaction on Friday, May 8th. The stock was sold at an average price of $300.18, for a total transaction of $300,180.00. Following the sale, the director directly owned 4,369 shares of the company’s stock, valued at $1,311,486.42. The trade was a 18.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Annette Franqui bought 750 shares of Affiliated Managers Group stock in a transaction dated Monday, June 1st. The shares were bought at an average cost of $304.88 per share, with a total value of $228,660.00. Following the completion of the acquisition, the director owned 1,962 shares of the company’s stock, valued at $598,174.56. The trade was a 61.88% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last quarter, insiders sold 21,902 shares of company stock worth $7,257,719. 2.90% of the stock is owned by insiders.

Affiliated Managers Group Stock Up 2.0%

AMG stock opened at $367.17 on Friday. The firm has a market cap of $9.70 billion, a PE ratio of 14.85, a P/E/G ratio of 0.55 and a beta of 1.12. Affiliated Managers Group, Inc. has a 12 month low of $200.00 and a 12 month high of $382.75. The company has a debt-to-equity ratio of 0.73, a current ratio of 1.79 and a quick ratio of 1.79. The firm has a 50 day simple moving average of $344.58 and a 200 day simple moving average of $314.60.

Affiliated Managers Group (NYSE:AMG) last posted its quarterly earnings results on Wednesday, July 29th. The asset manager reported $8.29 earnings per share (EPS) for the quarter, topping the consensus estimate of $7.90 by $0.39. The firm had revenue of $640.70 million for the quarter, compared to analyst estimates of $590.94 million. Affiliated Managers Group had a net margin of 35.55% and a return on equity of 20.17%. The firm’s quarterly revenue was up .0% compared to the same quarter last year. During the same quarter in the previous year, the business posted $5.39 earnings per share. Equities research analysts forecast that Affiliated Managers Group, Inc. will post 35.48 earnings per share for the current fiscal year.

Affiliated Managers Group Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, August 24th. Stockholders of record on Monday, August 10th will be paid a dividend of $0.01 per share. The ex-dividend date of this dividend is Monday, August 10th. This represents a $0.04 annualized dividend and a dividend yield of 0.0%. Affiliated Managers Group’s dividend payout ratio (DPR) is currently 0.16%.

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.