Affiliated Managers Group, Inc. (AMG)
Company Info
| ISIN | US0082521081 |
|---|---|
| CUSIP | 008252108 |
| Sector | Financial Services |
| Industry | Asset Management |
Highlights
| Market Cap | $5.47B |
|---|---|
| EPS (TTM) | $18.10 |
| PE Ratio | 9.49 |
| PEG Ratio | 0.70 |
| Total Revenue (TTM) | $1.53B |
| Gross Profit (TTM) | $1.06B |
| EBITDA (TTM) | $702.40M |
| Year Range | $120.20 - $174.74 |
| Target Price | $193.50 |
| Short % | 3.20% |
| Short Ratio | 2.25 |
Share Price Chart
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Compare to other instruments
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Popular comparisons: AMG vs. BLK, AMG vs. VOO, AMG vs. MSFT
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. had a return of 14.79% year-to-date (YTD) and 22.80% in the last 12 months. Over the past 10 years, Affiliated Managers Group, Inc. had an annualized return of -1.39%, while the S&P 500 had an annualized return of 10.58%, indicating that Affiliated Managers Group, Inc. did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 14.79% | 13.20% |
| 1 month | 8.66% | -1.28% |
| 6 months | 15.05% | 10.32% |
| 1 year | 22.80% | 18.23% |
| 5 years (annualized) | 14.38% | 12.31% |
| 10 years (annualized) | -1.39% | 10.58% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.70% | 5.03% | 7.14% | -6.79% | 4.17% | -3.92% | 14.79% | ||||||
| 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% |
| 2013 | 10.59% | 1.60% | 5.02% | 1.37% | 5.34% | -0.04% | 10.01% | -3.34% | 4.77% | 8.10% | 1.42% | 8.30% | 66.64% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of AMG is 56, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
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. granted a 0.02% dividend yield in the last twelve months. The annual payout for that period amounted to $0.04 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $0.04 | $0.04 | $0.04 | $0.04 | $0.35 | $1.28 | $1.20 | $0.80 |
Dividend yield | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.02 | |||||
| 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
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 85.92%, occurring on Nov 21, 2008. Recovery took 1035 trading sessions.
The current Affiliated Managers Group, Inc. drawdown is 21.29%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -85.92% | 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 7.39%, 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
P/E Ratio
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
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