Callan Family Office LLC Purchases Shares of 6,241 Affiliated Managers Group, Inc. $AMG

Callan Family Office LLC purchased a new position in Affiliated Managers Group, Inc. (NYSE:AMG - Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 6,241 shares of the asset manager's stock, valued at approximately $2,112,000.

A number of other large investors have also modified their holdings of AMG. N.E.W. Advisory Services LLC acquired a new stake in shares of Affiliated Managers Group in the second quarter valued at $25,000. Leonteq Securities AG purchased a new stake in Affiliated Managers Group during the 4th quarter worth about $30,000. Mitsubishi UFJ Asset Management Co. Ltd. acquired a new stake in Affiliated Managers Group in the 2nd quarter valued at about $48,000. Caitong International Asset Management Co. Ltd acquired a new stake in Affiliated Managers Group in the 4th quarter valued at about $42,000. Finally, EverSource Wealth Advisors LLC raised its position in Affiliated Managers Group by 45.5% in the 1st quarter. EverSource Wealth Advisors LLC now owns 179 shares of the asset manager's stock valued at $50,000 after purchasing an additional 56 shares in the last quarter. Hedge funds and other institutional investors own 95.30% of the company's stock.

Affiliated Managers Group Stock Performance

Shares of AMG opened at $356.08 on Friday. The stock has a 50 day moving average price of $359.29 and a 200 day moving average price of $320.17. The company has a quick ratio of 1.24, a current ratio of 1.24 and a debt-to-equity ratio of 0.76. The company has a market capitalization of $9.21 billion, a price-to-earnings ratio of 12.33, a price-to-earnings-growth ratio of 0.50 and a beta of 1.11. Affiliated Managers Group, Inc. has a 52-week low of $218.21 and a 52-week high of $392.92.

Affiliated Managers Group (NYSE:AMG - Get Free Report) last announced its quarterly earnings results on Thursday, July 30th. The asset manager reported $8.29 EPS for the quarter, beating the consensus estimate 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 company had revenue of $640.70 million for the quarter, compared to analyst estimates of $590.94 million. During the same period in the prior year, the firm posted $5.39 earnings per share. The firm's revenue was up .0% on a year-over-year basis. Research analysts predict that Affiliated Managers Group, Inc. will post 36.69 EPS for the current fiscal year.

Affiliated Managers Group Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, August 24th. Investors of record on Monday, August 10th will be paid a dividend of $0.01 per share. This represents a $0.04 annualized dividend and a yield of 0.0%. The ex-dividend date is Monday, August 10th. Affiliated Managers Group's dividend payout ratio (DPR) is currently 0.14%.

Insider Buying and Selling at Affiliated Managers Group

In other news, Director Annette Franqui bought 750 shares of the business's stock in a transaction dated Monday, June 1st. The shares were acquired at an average price of $304.88 per share, for a total transaction of $228,660.00. Following the completion of the transaction, the director owned 1,962 shares of the company's stock, valued at approximately $598,174.56. This trade represents a 61.88% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Jay C. Horgen sold 17,500 shares of Affiliated Managers Group stock in a transaction dated Monday, June 8th. The stock was 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 in the company, valued at $69,245,898.62. This trade represents a 7.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 2.90% of the stock is owned by company insiders.

Affiliated Managers Group News Summary

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.

Analyst Ratings Changes

A number of equities analysts have recently commented on AMG shares. Wall Street Zen raised Affiliated Managers Group from a "buy" rating to a "strong-buy" rating in a research report on Saturday. Zacks Research upgraded shares of Affiliated Managers Group from a "hold" rating to a "strong-buy" rating in a report on Tuesday, August 4th. TD Cowen reissued a "buy" rating and issued a $454.00 price objective on shares of Affiliated Managers Group in a research report on Wednesday, May 13th. Barrington Research set a $425.00 price objective on shares of Affiliated Managers Group in a report on Friday, July 31st. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating and set a $400.00 price objective on shares of Affiliated Managers Group in a research report on Monday, May 4th. One equities research analyst has rated the stock with a Strong Buy rating and seven have given a Buy rating to the company's stock. According to MarketBeat, the company presently has a consensus rating of "Buy" and an average target price of $370.86.

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.

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