Affiliated Managers Group, Inc. $AMG Stock Holdings Decreased by UBS Group AG

Key Points

• UBS trimmed its position: UBS Group AG reduced its stake in Affiliated Managers Group by 15.6% to 295,418 shares (a 1.05% holding worth about $85.16M), and institutional investors now own roughly 95.3% of the stock.
• Strong Q1 results but GAAP/economic split: AMG reported economic EPS of $8.23 vs. $8.10 and revenue up ~9.7% YoY with record AUM near $882B and ~$22.2B of net inflows, though diluted GAAP EPS was $3.84, a divergence that could temper some investor enthusiasm.
• Insider selling and bullish analyst backdrop: Company insiders (including the GC and COO) sold shares, modestly reducing their holdings, while most analysts rate AMG a Buy with a consensus price target of about $360 and the stock trading near $290 (P/E ~11.7).

UBS Group AG lowered its stake in Affiliated Managers Group, Inc. (NYSE:AMG - Free Report) by 15.6% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 295,418 shares of the asset manager's stock after selling 54,794 shares during the period. UBS Group AG owned 1.05% of Affiliated Managers Group worth $85,163,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of AMG. Root Financial Partners LLC bought a new stake in shares of Affiliated Managers Group in the 3rd quarter worth about $33,000. Meeder Asset Management Inc. bought a new stake in shares of Affiliated Managers Group in the 3rd quarter worth about $34,000. Hantz Financial Services Inc. increased its position in shares of Affiliated Managers Group by 189.8% in the 3rd quarter. Hantz Financial Services Inc. now owns 142 shares of the asset manager's stock worth $34,000 after purchasing an additional 93 shares during the last quarter. Millstone Evans Group LLC increased its position in shares of Affiliated Managers Group by 41.9% in the 3rd quarter. Millstone Evans Group LLC now owns 176 shares of the asset manager's stock worth $42,000 after purchasing an additional 52 shares during the last quarter. Finally, Global Retirement Partners LLC grew its holdings in shares of Affiliated Managers Group by 1,237.5% during the third quarter. Global Retirement Partners LLC now owns 214 shares of the asset manager's stock valued at $51,000 after purchasing an additional 198 shares during the last quarter. Institutional investors own 95.30% of the company's stock.

Key Affiliated Managers Group News

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 Price Performance

NYSE AMG opened at $290.13 on Friday. Affiliated Managers Group, Inc. has a 52 week low of $169.00 and a 52 week 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 stock has a market cap of $7.70 billion, a price-to-earnings ratio of 11.74, a price-to-earnings-growth ratio of 0.49 and a beta of 1.14. The company has a 50-day moving average price of $287.02 and a two-hundred day moving average price of $283.91.

Affiliated Managers Group (NYSE:AMG - Get Free Report) last posted its earnings results on Friday, May 1st. The asset manager reported $8.23 EPS for the quarter, topping 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 firm had revenue of $544.90 million during the quarter, compared to analysts' expectations of $544.01 million. During the same quarter in the prior year, the firm earned $5.37 EPS. Affiliated Managers Group's quarterly revenue was up 9.7% on a year-over-year basis. Analysts forecast that Affiliated Managers Group, Inc. will post 32.95 EPS for the current year.

Affiliated Managers Group Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, May 26th. Shareholders of record on Monday, May 11th will be given a $0.01 dividend. The ex-dividend date is Monday, May 11th. This represents a $0.04 annualized dividend and a yield of 0.0%. Affiliated Managers Group's dividend payout ratio is 0.17%.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on the company. Deutsche Bank Aktiengesellschaft set a $408.00 price target on Affiliated Managers Group and gave the stock a "buy" rating in a research report on Friday, February 13th. Barrington Research reiterated an "outperform" rating and set a $365.00 price target on shares of Affiliated Managers Group in a research report on Monday, April 27th. The Goldman Sachs Group increased their price target on Affiliated Managers Group from $300.00 to $341.00 and gave the stock a "buy" rating in a research report on Tuesday, January 6th. TD Cowen reiterated a "buy" rating on shares of Affiliated Managers Group in a research report on Thursday, April 9th. Finally, Wall Street Zen cut Affiliated Managers Group from a "strong-buy" rating to a "buy" rating in a research report on Saturday, April 4th. Seven investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $360.14.

Insider Activity

In other news, General Counsel Kavita Padiyar sold 2,200 shares of the stock in a transaction that occurred on Monday, March 9th. The shares were sold at an average price of $278.24, for a total value of $612,128.00. Following the completion of the transaction, the general counsel directly owned 42,672 shares in the company, valued at $11,873,057.28. This trade represents a 4.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, COO Thomas M. Wojcik sold 8,000 shares of the stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $286.30, for a total transaction of $2,290,400.00. Following the completion of the transaction, the chief operating officer owned 159,465 shares of the company's stock, valued at $45,654,829.50. This trade represents a 4.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 4.20% of the stock is currently owned by corporate insiders.

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.

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