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Affiliated Managers Group, Inc. (AMG)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US0082521081

CUSIP

008252108

Sector

Financial Services

IPO Date

Nov 21, 1997

Highlights

Market Cap

$4.57B

EPS (TTM)

$15.13

PE Ratio

10.49

PEG Ratio

0.70

Total Revenue (TTM)

$1.54B

Gross Profit (TTM)

$1.07B

EBITDA (TTM)

$790.10M

Year Range

$139.22 - $199.50

Target Price

$188.14

Short %

3.53%

Short Ratio

2.63

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
AMG vs. BLK AMG vs. MSFT AMG vs. VOO AMG vs. SEIC AMG vs. ARES
Popular comparisons:
AMG vs. BLK AMG vs. MSFT AMG vs. VOO AMG vs. SEIC AMG vs. ARES

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Affiliated Managers Group, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


400.00%500.00%600.00%700.00%800.00%900.00%1,000.00%NovemberDecember2025FebruaryMarchApril
827.81%
460.35%
AMG (Affiliated Managers Group, Inc.)
Benchmark (^GSPC)

Returns By Period

Affiliated Managers Group, Inc. had a return of -14.17% year-to-date (YTD) and -1.45% in the last 12 months. Over the past 10 years, Affiliated Managers Group, Inc. had an annualized return of -2.82%, while the S&P 500 had an annualized return of 10.02%, indicating that Affiliated Managers Group, Inc. did not perform as well as the benchmark.


AMG

YTD

-14.17%

1M

-2.70%

6M

-16.86%

1Y

-1.45%

5Y*

21.63%

10Y*

-2.82%

^GSPC (Benchmark)

YTD

-8.25%

1M

-4.30%

6M

-7.20%

1Y

6.61%

5Y*

14.07%

10Y*

10.02%

*Annualized

Monthly Returns

The table below presents the monthly returns of AMG, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20251.63%-9.09%-1.65%-5.55%-14.17%
2024-1.70%5.03%7.14%-6.79%4.17%-3.92%18.81%-6.35%2.28%9.06%-3.27%-1.40%22.15%
20239.03%-7.71%-10.66%1.38%-3.66%7.76%-7.51%-3.33%-2.74%-5.82%10.43%11.71%-4.40%
2022-11.12%-5.36%1.87%-10.91%6.42%-12.74%8.39%0.78%-12.18%11.01%29.21%-1.24%-3.67%
20218.35%27.03%6.47%8.15%1.76%-5.97%2.74%7.37%-11.18%11.11%1.35%-3.30%61.80%
2020-5.77%-5.43%-21.38%18.30%-4.76%11.92%-7.74%-0.19%-0.39%10.22%15.60%16.74%20.53%
20197.71%4.76%-2.28%3.56%-24.17%9.93%-6.89%-10.32%8.77%-4.16%7.27%-0.74%-11.79%
2018-2.74%-5.00%0.12%-13.04%-3.22%-6.65%7.63%-8.52%-6.41%-16.87%-1.98%-12.31%-52.15%
20174.86%10.36%-2.38%1.01%-6.97%7.81%12.04%-4.81%7.44%-1.75%6.64%3.31%41.93%
2016-16.01%3.35%17.10%4.88%1.88%-18.87%4.27%-3.22%1.87%-8.32%11.64%-1.89%-9.05%
2015-3.17%5.30%-0.76%5.28%-1.09%-2.26%-4.89%-10.32%-8.29%5.42%-1.68%-9.86%-24.73%
2014-8.13%-5.62%6.38%-0.92%-4.84%8.91%-2.99%5.97%-5.11%-0.28%1.90%4.25%-2.14%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AMG is 49, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of AMG is 4949
Overall Rank
The Sharpe Ratio Rank of AMG is 5252
Sharpe Ratio Rank
The Sortino Ratio Rank of AMG is 4545
Sortino Ratio Rank
The Omega Ratio Rank of AMG is 4545
Omega Ratio Rank
The Calmar Ratio Rank of AMG is 5252
Calmar Ratio Rank
The Martin Ratio Rank of AMG is 5151
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Affiliated Managers Group, Inc. (AMG) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for AMG, currently valued at -0.07, compared to the broader market-2.00-1.000.001.002.003.00
AMG: -0.07
^GSPC: 0.28
The chart of Sortino ratio for AMG, currently valued at 0.11, compared to the broader market-6.00-4.00-2.000.002.004.00
AMG: 0.11
^GSPC: 0.53
The chart of Omega ratio for AMG, currently valued at 1.01, compared to the broader market0.501.001.502.00
AMG: 1.01
^GSPC: 1.08
The chart of Calmar ratio for AMG, currently valued at -0.06, compared to the broader market0.001.002.003.004.00
AMG: -0.06
^GSPC: 0.28
The chart of Martin ratio for AMG, currently valued at -0.24, compared to the broader market-5.000.005.0010.0015.0020.00
AMG: -0.24
^GSPC: 1.31

The current Affiliated Managers Group, Inc. Sharpe ratio is -0.07. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Affiliated Managers Group, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.07
0.28
AMG (Affiliated Managers Group, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Affiliated Managers Group, Inc. provided a 0.03% dividend yield over the last twelve months, with an annual payout of $0.04 per share. The company has been increasing its dividends for 3 consecutive years.


0.00%0.50%1.00%1.50%$0.00$0.20$0.40$0.60$0.80$1.00$1.2020172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017
Dividend$0.04$0.04$0.04$0.04$0.04$0.35$1.28$1.20$0.80

Dividend yield

0.03%0.02%0.03%0.03%0.02%0.34%1.51%1.23%0.39%

Monthly Dividends

The table displays the monthly dividend distributions for Affiliated Managers Group, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.01$0.00$0.00$0.01
2024$0.00$0.01$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.04
2023$0.00$0.01$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.04
2022$0.00$0.01$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.04
2021$0.00$0.01$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.04
2020$0.00$0.32$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.35
2019$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.32$0.00$1.28
2018$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.30$0.00$1.20
2017$0.20$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.80

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
AMG: 0.0%
Affiliated Managers Group, Inc. has a dividend yield of 0.03%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%1,200.0%
AMG: 0.2%
Affiliated Managers Group, Inc. has a payout ratio of 0.19%, which is below the market average. This means Affiliated Managers Group, Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-28.11%
-12.17%
AMG (Affiliated Managers Group, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Affiliated Managers Group, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Affiliated Managers Group, Inc. was 85.93%, occurring on Nov 21, 2008. Recovery took 1035 trading sessions.

The current Affiliated Managers Group, Inc. drawdown is 28.11%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-85.93%Oct 15, 2007281Nov 21, 20081035Jan 4, 20131316
-79.58%Apr 29, 20151234Mar 23, 2020
-65.07%May 6, 199889Sep 10, 1998330Dec 31, 1999419
-49.76%Mar 6, 2002257Mar 12, 2003208Jan 7, 2004465
-37.25%Mar 24, 200044May 25, 200049Aug 4, 200093

Volatility

Volatility Chart

The current Affiliated Managers Group, Inc. volatility is 17.31%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
17.31%
13.54%
AMG (Affiliated Managers Group, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Affiliated Managers Group, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Affiliated Managers Group, Inc. is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
20.040.060.080.0100.0
AMG: 10.5
The chart displays the Price-to-Earnings (P/E) ratio for AMG, comparing it with other companies in the Asset Management industry. Currently, AMG has a P/E ratio of 10.5. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
2.04.06.08.010.0
AMG: 0.7
The chart shows the Price/Earnings to Growth (PEG) ratio for AMG compared to other companies in the Asset Management industry. AMG currently has a PEG ratio of 0.7. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
2.04.06.08.010.0
AMG: 2.2
This chart shows the Price-to-Sales (P/S) ratio for AMG relative to other companies in the Asset Management industry. Currently, AMG has a P/S ratio of 2.2. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
2.04.06.08.010.0
AMG: 1.4
The chart illustrates the Price-to-Book (P/B) ratio for AMG in comparison with other companies in the Asset Management industry. Currently, AMG has a P/B value of 1.4. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Affiliated Managers Group, Inc..


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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