MGR 📈 Affiliated Managers - Overview

Exchange: NYSE • Country: USA • Currency: USD • Type: Common Stock • ISIN: US0082528508

MGR: Mutual Funds, Institutional Clients, High Net Worth Individuals

Affiliated Managers Group, Inc. is a multifaceted asset management company that offers a wide range of investment management services to a diverse client base, including mutual funds, institutional clients, and high net worth individuals across the United States. The company's affiliates provide advisory or subadvisory services to mutual funds, which are then distributed to both retail and institutional clients through various channels, such as independent investment advisors, retirement plan sponsors, broker-dealers, and major fund marketplaces, as well as bank trust departments. This extensive distribution network enables the company to cater to a broad spectrum of investors, each with unique investment objectives and risk tolerance levels.

The company's investment product offerings are equally diverse, encompassing a variety of investment styles and asset classes. In the institutional distribution channel, for instance, Affiliated Managers Group provides investment products across different capitalization ranges, including small, small/mid, mid, and large capitalization value and growth equity, as well as emerging markets. Additionally, the company offers a range of quantitative, alternative, and fixed income products, which are designed to meet the specific needs of institutional clients, such as foundations and endowments, defined benefit and defined contribution plans for corporations and municipalities. This breadth of product offerings enables the company to provide tailored investment solutions to its clients, helping them achieve their investment goals and objectives.

As a provider of investment management and customized investment counseling services, Affiliated Managers Group also offers fiduciary services to its clients, which involves managing assets on their behalf and providing guidance on investment decisions. With a history dating back to 1993, when it was formed as a corporation under the laws of Delaware, the company has established itself as a reputable player in the asset management industry. Headquartered in Prides Crossing, Massachusetts, Affiliated Managers Group is listed on the New York Stock Exchange (NYSE) under the ticker symbol MGR, with its common stock classified under the GICS Sub Industry of Asset Management & Custody Banks, and an ISIN of US0082528508.

Additional Sources for MGR Stock

MGR Stock Overview

Market Cap in USD 5,146m
Sector Financials
Industry Investment Banking & Investment Services
GiC Sub-Industry Asset Management & Custody Banks
IPO / Inception 2019-03-29

MGR Stock Ratings

Growth 5y 22.8%
Fundamental 59.1%
Dividend 72.7%
Rel. Strength Industry -87.7
Analysts -
Fair Price Momentum 21.33 USD
Fair Price DCF -

MGR Dividends

Dividend Yield 12m 8.19%
Yield on Cost 5y 9.01%
Annual Growth 5y 5.69%
Payout Consistency 97.5%

MGR Growth Ratios

Growth Correlation 3m -86.6%
Growth Correlation 12m 60.5%
Growth Correlation 5y 26.5%
CAGR 5y 1.94%
CAGR/Mean DD 5y 0.29
Sharpe Ratio 12m 0.15
Alpha -12.96
Beta 0.66
Volatility 13.54%
Current Volume 22.4k
Average Volume 20d 35.9k
What is the price of MGR stocks?
As of December 21, 2024, the stock is trading at USD 22.42 with a total of 22,400 shares traded.
Over the past week, the price has changed by -0.13%, over one month by -4.96%, over three months by -8.57% and over the past year by +4.05%.
Is Affiliated Managers a good stock to buy?
Partly, yes. Based on ValueRay Fundamental Analyses, Affiliated Managers (NYSE:MGR) is currently (December 2024) ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 59.14 and therefor a somewhat positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of MGR as of December 2024 is 21.33. This means that MGR is currently overvalued and has a potential downside of -4.86%.
Is MGR a buy, sell or hold?
Affiliated Managers has no consensus analysts rating.
What are the forecast for MGR stock price target?
According to ValueRays Forecast Model, MGR Affiliated Managers will be worth about 23.1 in December 2025. The stock is currently trading at 22.42. This means that the stock has a potential upside of +2.9%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 23.1 2.9%