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

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
What is the price of AMG stocks?
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%.
Is Affiliated Managers a good stock to buy?
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%.
Is AMG a buy, sell or hold?
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
What are the forecast for AMG stock price target?
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%