(MGR) Affiliated Managers - Ratings and Ratios
Exchange: NYSE • Country: USA • Currency: USD • Type: Common Stock • ISIN: US0082528508
MGR: Mutual Funds, Institutional Clients, High Net Worth Individuals
Affiliated Managers Group, Inc. (NYSE: MGR) is a leading global asset management company that partners with independent investment firms to deliver tailored investment solutions. Through its affiliates, AMG provides investment management services to a diverse range of clients, including mutual funds, institutional investors, and high net worth individuals across the United States and globally.
The companys distribution network is extensive, covering both retail and institutional channels. It works directly with clients as well as through intermediaries such as independent investment advisors, retirement plan sponsors, broker-dealers, major fund marketplaces, and bank trust departments. This multi-channel approach ensures broad accessibility to its investment products.
AMGs investment offerings are diverse, spanning various asset classes and strategies. It provides advisory and subadvisory services to mutual funds and institutional clients, focusing on equity, fixed income, quantitative, and alternative investment strategies. Specific areas include small, small/mid, mid, and large capitalization value and growth equity, as well as emerging markets. This diversity allows AMG to cater to a wide range of investment objectives and risk profiles.
In the institutional channel, AMG manages assets for foundations, endowments, defined benefit, and defined contribution plans for corporations and municipalities. This underscores its strong presence in the institutional market, a stable source of assets under management.
Founded in 1993 and headquartered in Prides Crossing, Massachusetts, AMG has established itself as a significant player in the asset management industry. With a market capitalization of approximately $5.14 billion, the companys size and longevity reflect its stability and market trust. However, current valuation metrics such as P/E and P/B are not publicly available, which is an important consideration for potential investors evaluating the stock.
Additional Sources for MGR Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
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 | 30.0% |
Fundamental | 55.3% |
Dividend | 67.0% |
Rel. Strength | -21.8 |
Analysts | - |
Fair Price Momentum | 20.50 USD |
Fair Price DCF | - |
MGR Dividends
Dividend Yield 12m | 6.80% |
Yield on Cost 5y | 8.68% |
Annual Growth 5y | 0.00% |
Payout Consistency | 97.1% |
MGR Growth Ratios
Growth Correlation 3m | -54.5% |
Growth Correlation 12m | 46.9% |
Growth Correlation 5y | 28.4% |
CAGR 5y | 4.71% |
CAGR/Max DD 5y | 0.20 |
Sharpe Ratio 12m | -1.14 |
Alpha | -11.88 |
Beta | 0.477 |
Volatility | 11.15% |
Current Volume | 21.3k |
Average Volume 20d | 21.7k |
As of April 03, 2025, the stock is trading at USD 21.29 with a total of 21,268 shares traded.
Over the past week, the price has changed by -0.80%, over one month by -4.06%, over three months by -3.11% and over the past year by -4.44%.
Partly, yes. Based on ValueRay Fundamental Analyses, Affiliated Managers (NYSE:MGR) is currently (April 2025) ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 55.33 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 April 2025 is 20.50. This means that MGR is currently overvalued and has a potential downside of -3.71%.
Affiliated Managers has no consensus analysts rating.
According to ValueRays Forecast Model, MGR Affiliated Managers will be worth about 22.2 in April 2026. The stock is currently trading at 21.29. This means that the stock has a potential upside of +4.04%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 22.2 | 4% |