Affiliated Managers Group, Inc. (AMG)
Company Info
Highlights
$4.97B
$15.14
11.40
0.77
$1.54B
$860.10M
$790.10M
$139.22 - $199.50
$188.14
4.30%
3.57
Share Price Chart
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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.
Returns By Period
Affiliated Managers Group, Inc. (AMG) returned -2.03% year-to-date (YTD) and 15.59% over the past 12 months. Over the past 10 years, AMG returned -1.75% annually, underperforming the S&P 500 benchmark at 10.43%.
AMG
-2.03%
26.38%
-1.09%
15.59%
22.39%
-1.75%
^GSPC (Benchmark)
-3.70%
13.67%
-5.18%
9.18%
14.14%
10.43%
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.63% | -9.09% | -1.65% | -1.43% | 9.38% | -2.03% | |||||||
| 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% |
| 2023 | 9.03% | -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% |
| 2021 | 8.35% | 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% |
| 2019 | 7.71% | 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% |
| 2017 | 4.86% | 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 67, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.
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.
Dividends
Dividend History
Affiliated Managers Group, Inc. provided a 0.02% 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.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.35 | $1.28 | $1.20 | $0.80 |
Dividend yield | 0.02% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.01 | $0.00 | $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
Affiliated Managers Group, Inc. has a dividend yield of 0.02%, 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
Affiliated Managers Group, Inc. has a payout ratio of 0.26%, 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.
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 17.95%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -85.93% | Oct 15, 2007 | 281 | Nov 21, 2008 | 1035 | Jan 4, 2013 | 1316 |
| -79.58% | Apr 29, 2015 | 1234 | Mar 23, 2020 | — | — | — |
| -65.07% | May 6, 1998 | 89 | Sep 10, 1998 | 330 | Dec 31, 1999 | 419 |
| -49.76% | Mar 6, 2002 | 257 | Mar 12, 2003 | 208 | Jan 7, 2004 | 465 |
| -37.25% | Mar 24, 2000 | 44 | May 25, 2000 | 49 | Aug 4, 2000 | 93 |
Volatility
Volatility Chart
The current Affiliated Managers Group, Inc. volatility is 13.58%, 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.
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.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Affiliated Managers Group, Inc., comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -5.0%.
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
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 11.4. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
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 0.8. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
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 2.4. 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
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 1.5. 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.
Income Statement
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