Artisan Partners Asset Management Inc. (APAM)
Company Info
Highlights
$3.33B
$3.60
13.18
1.38
$1.13B
$522.28M
$378.89M
$33.88 - $48.67
$44.25
6.13%
7.08
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Artisan Partners Asset Management 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
Artisan Partners Asset Management Inc. had a return of 16.17% year-to-date (YTD) and 38.27% in the last 12 months. Over the past 10 years, Artisan Partners Asset Management Inc. had an annualized return of 8.66%, while the S&P 500 had an annualized return of 11.21%, indicating that Artisan Partners Asset Management Inc. did not perform as well as the benchmark.
APAM
16.17%
12.37%
9.66%
38.27%
19.74%
8.66%
^GSPC (Benchmark)
25.15%
2.97%
12.53%
31.00%
13.95%
11.21%
Monthly Returns
The table below presents the monthly returns of APAM, 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 | -5.16% | 5.39% | 6.27% | -10.57% | 9.01% | -6.27% | 7.00% | -4.14% | 4.16% | 1.80% | 16.17% | ||
| 2023 | 23.97% | -8.16% | -3.00% | 8.41% | -6.27% | 22.84% | 5.55% | -5.86% | -2.60% | -11.81% | 16.08% | 17.34% | 60.26% |
| 2022 | -9.30% | -7.96% | 3.25% | -18.32% | 22.14% | -7.39% | 11.78% | -13.75% | -20.23% | 5.87% | 23.74% | -14.38% | -31.31% |
| 2021 | -3.85% | 0.55% | 9.83% | -2.40% | 2.08% | -0.51% | -5.37% | 10.16% | -5.85% | 1.27% | -7.78% | 6.51% | 2.74% |
| 2020 | 3.34% | -11.46% | -24.81% | 36.99% | 0.67% | 12.19% | 11.48% | 8.73% | 0.72% | 2.74% | 14.48% | 11.87% | 71.01% |
| 2019 | 5.47% | 20.37% | -4.30% | 12.59% | -14.70% | 16.36% | 7.52% | -7.86% | 6.01% | -3.15% | 10.95% | 8.93% | 66.94% |
| 2018 | -0.89% | -10.31% | -1.33% | -3.45% | 2.34% | -6.66% | 14.26% | -1.97% | -2.26% | -15.40% | 1.64% | -18.80% | -38.17% |
| 2017 | -2.69% | 1.45% | -2.99% | 6.16% | -1.32% | 8.48% | 8.31% | -5.82% | 6.19% | 5.52% | 16.76% | 0.00% | 45.24% |
| 2016 | -13.20% | -5.91% | 8.67% | 4.77% | 3.11% | -15.30% | 1.01% | -4.39% | 4.01% | -4.41% | 17.23% | -0.17% | -8.74% |
| 2015 | -4.47% | 3.82% | -6.27% | -1.47% | -0.19% | 5.33% | 2.78% | -13.29% | -13.80% | 8.57% | 3.79% | -7.75% | -23.11% |
| 2014 | -2.72% | 3.35% | 1.71% | -9.62% | 0.03% | -1.46% | -8.08% | 7.55% | -6.18% | -6.86% | 7.97% | -2.36% | -17.02% |
| 2013 | 1.60% | -5.45% | 25.28% | 6.80% | 6.19% | -8.70% | 9.11% | 14.34% | 3.82% | 5.62% | 70.48% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of APAM is 78, placing it in the top 22% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Artisan Partners Asset Management Inc. (APAM) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Artisan Partners Asset Management Inc. provided a 6.62% dividend yield over the last twelve months, with an annual payout of $3.16 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.16 | $2.66 | $3.67 | $4.23 | $3.39 | $3.39 | $3.19 | $2.76 | $2.80 | $3.35 | $3.83 | $0.86 |
Dividend yield | 6.62% | 6.02% | 12.36% | 8.88% | 6.73% | 10.49% | 14.43% | 6.99% | 9.41% | 9.29% | 7.58% | 1.32% |
Monthly Dividends
The table displays the monthly dividend distributions for Artisan Partners Asset Management 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 | $1.02 | $0.00 | $0.00 | $0.61 | $0.00 | $0.00 | $0.71 | $0.00 | $0.00 | $0.82 | $3.16 | |
| 2023 | $0.00 | $0.90 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.61 | $0.00 | $0.00 | $0.65 | $0.00 | $2.66 |
| 2022 | $0.00 | $1.75 | $0.00 | $0.00 | $0.76 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.56 | $0.00 | $3.67 |
| 2021 | $0.00 | $1.28 | $0.00 | $0.00 | $0.88 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | $1.07 | $0.00 | $4.23 |
| 2020 | $0.00 | $1.28 | $0.00 | $0.00 | $0.61 | $0.00 | $0.00 | $0.67 | $0.00 | $0.00 | $0.83 | $0.00 | $3.39 |
| 2019 | $0.00 | $1.59 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.65 | $0.00 | $3.39 |
| 2018 | $0.00 | $1.39 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.60 | $0.00 | $3.19 |
| 2017 | $0.00 | $0.96 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.60 | $0.00 | $2.76 |
| 2016 | $0.00 | $1.00 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.60 | $0.00 | $2.80 |
| 2015 | $0.00 | $1.55 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.60 | $0.00 | $3.35 |
| 2014 | $0.00 | $2.18 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.55 | $0.00 | $3.83 |
| 2013 | $0.43 | $0.00 | $0.00 | $0.43 | $0.00 | $0.86 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
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 Artisan Partners Asset Management 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 Artisan Partners Asset Management Inc. was 59.70%, occurring on Feb 10, 2016. Recovery took 1129 trading sessions.
The current Artisan Partners Asset Management Inc. drawdown is 1.30%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.7% | Jan 23, 2014 | 517 | Feb 10, 2016 | 1129 | Aug 5, 2020 | 1646 |
| -47.38% | Apr 16, 2021 | 383 | Oct 20, 2022 | 290 | Dec 15, 2023 | 673 |
| -17.53% | Apr 10, 2024 | 83 | Aug 7, 2024 | 49 | Oct 16, 2024 | 132 |
| -15.66% | Jun 19, 2013 | 51 | Aug 29, 2013 | 37 | Oct 22, 2013 | 88 |
| -13.28% | Jan 14, 2021 | 34 | Mar 4, 2021 | 9 | Mar 17, 2021 | 43 |
Volatility
Volatility Chart
The current Artisan Partners Asset Management Inc. volatility is 11.22%, 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
Valuation
The Valuation section provides an assessment of the market value of Artisan Partners Asset Management Inc. compared to its peers in the Asset Management industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for APAM in comparison to other companies of the Asset Management industry. Currently, APAM has a PE value of 13.2. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for APAM in comparison to other companies of the Asset Management industry. Currently, APAM has a PEG value of 1.4. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Artisan Partners Asset Management Inc..
Loading data...
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 | — |