Vanguard Group Inc. Lowers Stake in Affiliated Managers Group, Inc. $AMG

Key Points

• Vanguard Group trimmed its stake in Affiliated Managers Group by 3.2%, selling 88,693 shares and now holds 2,683,585 shares (~9.54%) valued at about $773.6 million.
• Q1 beat and record AUM: AMG reported Economic EPS of $8.23 vs. $8.10 consensus and revenue up 9.7% YoY, with record AUM near $882B and roughly $22.2B of net inflows, though GAAP EPS was lower at $3.84.
• Insiders sold stock (COO sold 8,000 shares; General Counsel sold 2,200), while analysts remain largely positive—consensus is a Moderate Buy with an average target around $360.

Vanguard Group Inc. lessened its position in shares of Affiliated Managers Group, Inc. (NYSE:AMG - Free Report) by 3.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 2,683,585 shares of the asset manager's stock after selling 88,693 shares during the period. Vanguard Group Inc. owned approximately 9.54% of Affiliated Managers Group worth $773,624,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Root Financial Partners LLC purchased a new stake in Affiliated Managers Group during the third quarter valued at about $33,000. Meeder Asset Management Inc. purchased a new stake in shares of Affiliated Managers Group in the third quarter worth about $34,000. Hantz Financial Services Inc. grew 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 valued at $34,000 after buying an additional 93 shares in the last quarter. Millstone Evans Group LLC grew its stake in shares of Affiliated Managers Group by 41.9% in the third quarter. Millstone Evans Group LLC now owns 176 shares of the asset manager's stock valued at $42,000 after buying an additional 52 shares in the last quarter. Finally, Global Retirement Partners LLC grew its stake in shares of Affiliated Managers Group by 1,237.5% in the third quarter. Global Retirement Partners LLC now owns 214 shares of the asset manager's stock valued at $51,000 after buying an additional 198 shares in the last quarter. Hedge funds and other institutional investors own 95.30% of the company's stock.

Trending Headlines about 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

Insider Activity

In related news, COO Thomas M. Wojcik sold 8,000 shares of the business's stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $286.30, for a total value of $2,290,400.00. Following the transaction, the chief operating officer owned 159,465 shares in the company, valued at approximately $45,654,829.50. The trade was a 4.78% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, General Counsel Kavita Padiyar sold 2,200 shares of the business's stock in a transaction dated Monday, March 9th. The stock was 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 trade represents a 4.90% 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.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on AMG shares. The Goldman Sachs Group increased their target price on Affiliated Managers Group from $300.00 to $341.00 and gave the company a "buy" rating in a research note on Tuesday, January 6th. Wall Street Zen lowered Affiliated Managers Group from a "strong-buy" rating to a "buy" rating in a research note on Saturday, April 4th. Weiss Ratings reiterated a "buy (b-)" rating on shares of Affiliated Managers Group in a research note on Wednesday, January 21st. Barrington Research reiterated an "outperform" rating and issued a $365.00 target price on shares of Affiliated Managers Group in a research note on Monday, April 27th. Finally, Deutsche Bank Aktiengesellschaft set a $408.00 target price on Affiliated Managers Group and gave the company a "buy" rating in a research note on Friday, February 13th. Seven equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, Affiliated Managers Group currently has a consensus rating of "Moderate Buy" and an average target price of $360.14.

Affiliated Managers Group Trading Down 1.5%

NYSE:AMG opened at $290.13 on Friday. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.34 and a current ratio of 1.34. Affiliated Managers Group, Inc. has a one year low of $169.00 and a one year high of $334.78. The business's 50-day simple moving average is $287.02 and its 200 day simple moving average is $283.91. 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.

Affiliated Managers Group (NYSE:AMG - Get Free Report) last released its quarterly 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 return on equity of 18.45% and a net margin of 34.55%.The business had revenue of $544.90 million for the quarter, compared to analysts' expectations of $544.01 million. During the same quarter in the previous year, the firm posted $5.37 earnings per share. The company's revenue was up 9.7% compared to the same quarter last year. As a group, sell-side analysts predict that Affiliated Managers Group, Inc. will post 32.95 earnings per share for the current fiscal year.

Affiliated Managers Group Announces Dividend

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

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.