Affiliated Managers Group, Inc. $AMG Stock Holdings Raised by Mitsubishi UFJ Trust & Banking Corp

Key Points

• Affiliated Managers Group reported a Q1 beat with economic EPS of $8.23 (vs. $8.10 expected) and revenue up 9.7% YoY, while assets under management reached a record near $882B with about $22.2B of net inflows.
• Mitsubishi UFJ Trust & Banking boosted its stake by 20.8% to 24,774 shares (≈$7.15M); institutional investors now own about 95.3% of AMG while insiders including the GC and COO recently trimmed holdings.
• Analysts hold a consensus “Moderate Buy” with an average target of $360.14, while AMG trades near $290 with a PE 11.74, implying potential upside relative to current valuation.

Mitsubishi UFJ Trust & Banking Corp grew its stake in Affiliated Managers Group, Inc. (NYSE:AMG - Free Report) by 20.8% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 24,774 shares of the asset manager's stock after purchasing an additional 4,258 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp owned approximately 0.09% of Affiliated Managers Group worth $7,149,000 as of its most recent filing with the SEC.

Other large investors have also modified their holdings of the company. Root Financial Partners LLC bought a new stake in Affiliated Managers Group in the third quarter valued at about $33,000. Meeder Asset Management Inc. bought a new position in Affiliated Managers Group during the 3rd quarter worth approximately $34,000. Hantz Financial Services Inc. lifted its holdings in Affiliated Managers Group by 189.8% during the 3rd quarter. Hantz Financial Services Inc. now owns 142 shares of the asset manager's stock worth $34,000 after buying an additional 93 shares during the last quarter. Millstone Evans Group LLC grew 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 acquiring an additional 52 shares in the last quarter. Finally, Global Retirement Partners LLC grew its position in shares of Affiliated Managers Group by 1,237.5% in the 3rd quarter. Global Retirement Partners LLC now owns 214 shares of the asset manager's stock worth $51,000 after acquiring an additional 198 shares in the last quarter. Institutional investors own 95.30% of the company's stock.

Affiliated Managers Group Price Performance

Shares of NYSE AMG opened at $290.13 on Friday. Affiliated Managers Group, Inc. has a 1-year low of $169.00 and a 1-year high of $334.78. The company has a debt-to-equity ratio of 0.64, a current ratio of 1.34 and a quick ratio of 1.34. The business's fifty day moving average price is $287.02 and its two-hundred day moving average price is $283.91. The firm has a market capitalization of $7.70 billion, a PE ratio of 11.74, a P/E/G ratio of 0.49 and a beta of 1.14.

Affiliated Managers Group (NYSE:AMG - Get Free Report) last announced its quarterly earnings results on Friday, May 1st. The asset manager reported $8.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $8.10 by $0.13. The company had revenue of $544.90 million during the quarter, compared to the consensus estimate of $544.01 million. Affiliated Managers Group had a net margin of 34.55% and a return on equity of 18.45%. The company's revenue for the quarter was up 9.7% compared to the same quarter last year. During the same quarter in the previous year, the company posted $5.37 earnings per share. On average, research analysts expect 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 paid a dividend of $0.01 per share. This represents a $0.04 dividend on an annualized basis and a yield of 0.0%. The ex-dividend date of this dividend is Monday, May 11th. Affiliated Managers Group's payout ratio is presently 0.17%.

Insider Transactions at Affiliated Managers Group

In other Affiliated Managers Group news, General Counsel Kavita Padiyar sold 2,200 shares of the company's stock in a transaction dated 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 owned 42,672 shares in the company, valued at approximately $11,873,057.28. This represents a 4.90% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, COO Thomas M. Wojcik sold 8,000 shares of the firm's 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 sale, the chief operating officer owned 159,465 shares in the company, valued at $45,654,829.50. The trade was a 4.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 4.20% of the company's stock.

Key Headlines 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

Analyst Ratings Changes

Several equities research analysts recently issued reports on the company. Wall Street Zen lowered Affiliated Managers Group from a "strong-buy" rating to a "buy" rating in a research report on Saturday, April 4th. Weiss Ratings reaffirmed a "buy (b-)" rating on shares of Affiliated Managers Group in a report on Wednesday, January 21st. TD Cowen reiterated a "buy" rating on shares of Affiliated Managers Group in a research note on Thursday, April 9th. Barrington Research reissued an "outperform" rating and set a $365.00 target price on shares of Affiliated Managers Group in a report on Monday, April 27th. Finally, Deutsche Bank Aktiengesellschaft set a $408.00 price target on shares of Affiliated Managers Group and gave the stock a "buy" rating in a research report on Friday, February 13th. Seven research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average target price of $360.14.

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.

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