AMG 📈 Affiliated Managers - Overview
Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US0082521081
AMG: Mutual Funds, Institutional Investments, Retail Investments, Wealth Management
Affiliated Managers Group, Inc. is a global investment management company that operates through its affiliates to provide a wide range of investment management services to various clients. These clients include mutual funds, institutional investors, retail investors, and high net worth individuals in the United States and globally. The company's services encompass advisory and sub-advisory roles for mutual funds, which are then distributed to clients through multiple channels, such as independent investment advisors, retirement plan sponsors, broker-dealers, and major fund marketplaces.
The company's investment products are diverse, catering to different investment styles and preferences. In the institutional distribution channel, Affiliated Managers Group offers products across various capitalization ranges, including small, small/mid, mid, and large capitalization value and growth equity, as well as emerging markets. Additionally, the company provides quantitative, alternative, and fixed income products, further expanding its offerings to meet the complex needs of its clients. Its client base also includes foundations and endowments, defined benefit and defined contribution plans for corporations and municipalities, for which it manages assets and provides customized investment counseling and fiduciary services.
With a history dating back to 1993, Affiliated Managers Group, Inc. has established itself as a significant player in the asset management industry. The company is headquartered in West Palm Beach, Florida, and maintains a global presence with offices in key locations such as Prides Crossing, Massachusetts; Stamford, Connecticut; London, United Kingdom; Dubai, United Arab Emirates; Sydney, Australia; Hong Kong; Tokyo, Japan; and Zurich, Switzerland. This strategic presence allows the company to effectively serve its global client base and navigate the complexities of international investment markets. More information about the company can be found on its website, and it is listed on the New York Stock Exchange (NYSE) under the ticker symbol AMG, with the ISIN US0082521081, classified as a common stock within the Asset Management & Custody Banks sub-industry.
Additional Sources for AMG Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
AMG Stock Overview
Market Cap in USD | 5,696m |
Sector | Financial Services |
Industry | Asset Management |
GiC Sub-Industry | Asset Management & Custody Banks |
IPO / Inception | 1997-11-21 |
AMG Stock Ratings
Growth 5y | 65.4% |
Fundamental | 39.6% |
Dividend | 10.4% |
Rel. Strength Industry | -31.9 |
Analysts | 3.86/5 |
Fair Price Momentum | 186.55 USD |
Fair Price DCF | 844.41 USD |
AMG Dividends
Dividend Yield 12m | 0.02% |
Yield on Cost 5y | 0.05% |
Annual Growth 5y | -50.00% |
Payout Consistency | 78.4% |
AMG Growth Ratios
Growth Correlation 3m | 13.1% |
Growth Correlation 12m | 86.5% |
Growth Correlation 5y | 61.8% |
CAGR 5y | 16.40% |
CAGR/Mean DD 5y | 0.92 |
Sharpe Ratio 12m | 0.72 |
Alpha | -10.54 |
Beta | 1.24 |
Volatility | 42.52% |
Current Volume | 794.9k |
Average Volume 20d | 217.1k |
As of December 21, 2024, the stock is trading at USD 182.53 with a total of 794,943 shares traded.
Over the past week, the price has changed by -2.18%, over one month by -1.53%, over three months by +2.41% and over the past year by +22.46%.
Partly, yes. Based on ValueRay Fundamental Analyses, Affiliated Managers (NYSE:AMG) is currently (December 2024) ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 39.56 and therefor a somewhat positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of AMG as of December 2024 is 186.55. This means that AMG is currently overvalued and has a potential downside of 2.2%.
Affiliated Managers has received a consensus analysts rating of 3.86. Therefor, it is recommend to buy AMG.
- Strong Buy: 2
- Buy: 2
- Hold: 3
- Sell: 0
- Strong Sell: 0
According to ValueRays Forecast Model, AMG Affiliated Managers will be worth about 204.5 in December 2025. The stock is currently trading at 182.53. This means that the stock has a potential upside of +12.04%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 195.7 | 7.2% |
Analysts Target Price | 160.7 | -12% |
ValueRay Target Price | 204.5 | 12% |