Affiliated Managers Group, Inc.

NYSE:AMG 주식 리포트

시가총액: US$8.0b

Affiliated Managers Group 과거 순이익 실적

과거 기준 점검 5/6

Affiliated Managers Group은 연평균 1.3%의 비율로 수입이 증가해 온 반면, Capital Markets 산업은 수입이 6.1% 증가했습니다. 매출은 연평균 3.1%의 비율로 감소했습니다. Affiliated Managers Group의 자기자본이익률은 22.4%이고 순이익률은 35.5%입니다.

핵심 정보

1.34%

순이익 성장률

9.44%

주당순이익(EPS) 성장률

Capital Markets 산업 성장률10.26%
매출 성장률-3.14%
자기자본이익률22.39%
순이익률35.55%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 May 08

AMG: Extensive Share Repurchases Will Support Future Upside Potential

Analysts now set a lower price target for Affiliated Managers Group at $454, down from $463, reflecting updated assumptions that combine slightly higher revenue growth expectations with a somewhat lower profit margin outlook and a modestly reduced future P/E multiple. What's in the News Affiliated Managers Group completed a share repurchase program announced on July 29, 2024, buying back 4,014,662 shares, or 13.87% of its stock, for a total of US$906.27 million.
Seeking Alpha May 04

Tracking AMG's Yacktman Asset Management Portfolio - Q1 2026 Update

Summary Yacktman Asset Management's Q1 2026 13F portfolio rose to ~$7.5B, with 76 holdings and 11.5% cash, led by Canadian Natural Resources at 10.75%. Portfolio concentration remains high, with the top five positions—CNQ, MSFT, SCHW, FOX, and GOOGL—comprising ~29% of assets. Significant new stakes include PayPal, FactSet, and Avantor, while Warner Bros. Discovery was fully exited. Key activity featured incremental increases in MSFT, UHAL, and PG and continued trimming of large positions like CNQ, SCHW, FOX, and GOOGL. Read the full article on Seeking Alpha
내러티브 업데이트 Apr 20

AMG: Share Repurchases And Higher Future P/E Will Support Upside

Analysts have nudged their price target for Affiliated Managers Group to $463 from $457, reflecting updated assumptions around slightly different revenue growth, profit margin, discount rate and future P/E expectations. What's in the News Affiliated Managers Group, Inc.
내러티브 업데이트 Apr 06

AMG: Ongoing Share Repurchases And Modest Margin Reset Will Support Upside

Analysts have nudged their price target on Affiliated Managers Group down by about $10 to $382. This reflects updated assumptions for slightly lower profit margins alongside a somewhat higher future P/E multiple applied to their fair value estimate.
내러티브 업데이트 Mar 23

AMG: Ongoing Share Repurchases Will Support Future Upside Potential

Analysts have kept their $392.29 price target for Affiliated Managers Group unchanged, citing consistent assumptions regarding the discount rate, revenue growth, profit margin and future P/E as the basis for maintaining their view. What's in the News Affiliated Managers Group announced a share repurchase program allowing the buyback of up to 4,200,000 common shares, with no stated expiration date (Key Developments).
내러티브 업데이트 Mar 08

AMG: Ongoing Share Repurchases Will Support Future Upside Potential

Analysts have lifted their price target for Affiliated Managers Group by roughly $47, to around $392, as they factor in updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E expectations. What's in the News Affiliated Managers Group, Inc.
내러티브 업데이트 Feb 21

AMG: Ongoing Share Repurchases Will Support Strong Upside Potential

Analysts have reduced their price target on Affiliated Managers Group from $495.00 to $457.00. This reflects updated assumptions that combine higher projected revenue growth and a slightly higher future P/E with a lower fair value estimate and a reduced profit margin outlook.
내러티브 업데이트 Feb 07

AMG: Lower Discount Rate Will Likely Leave Shares Overextended

Analysts have raised their price target for Affiliated Managers Group from $195.00 to $255.00, citing updated assumptions that include higher revenue growth estimates, a slightly higher future P/E multiple, a modestly stronger profit margin profile, and a lower discount rate in their valuation work. Valuation Changes Fair Value Estimate: Target price updated from US$195.00 to US$255.00 per share.
내러티브 업데이트 Jan 24

AMG: Share Repurchases And Refined Forecasts Will Support Strong Upside Potential

Analysts have nudged their price target on Affiliated Managers Group up by $10 to $495, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E that slightly refine their outlook on the shares. What's in the News From July 1, 2025 to September 30, 2025, Affiliated Managers Group repurchased 334,572 shares, representing 1.18% of shares, for a total of $76.97 million under its current buyback program (Key Developments).
내러티브 업데이트 Jan 09

AMG: Ongoing Buybacks And Improved Assumptions Will Support Future Upside

Analysts have raised their price target for Affiliated Managers Group from about $308 to roughly $346, citing updated assumptions around revenue growth, profit margins, future P/E, and a slightly lower discount rate in their valuation work. What's in the News Affiliated Managers Group repurchased 334,572 shares between July 1, 2025 and September 30, 2025, representing 1.18% of shares for US$76.97 million (company disclosure).
내러티브 업데이트 Dec 24

AMG Share Repurchases Are Expected To Drive Strong Shareholder Upside

Analysts have raised their price target on Affiliated Managers Group from approximately $331 to $485 per share, citing expectations for stronger revenue growth, improving profit margins, a modestly lower discount rate, and a higher future earnings multiple. What's in the News Affiliated Managers Group completed a major share repurchase program, buying back 2,048,530 shares, or about 7.02% of shares outstanding, for a total of $370.28 million under its July 29, 2024 authorization (Key Developments).
내러티브 업데이트 Dec 10

AMG: Ongoing Buybacks Will Drive Future Upside Potential

Analysts have modestly increased their price target on Affiliated Managers Group to approximately $308 per share, reflecting slightly higher long term discount rate and valuation multiple assumptions. This suggests a marginally more favorable risk reward profile despite unchanged core fundamentals.
내러티브 업데이트 Nov 26

AMG: Share Repurchases And New Credit Partnership Will Lift Future Profits

Analysts have slightly lowered their price target for Affiliated Managers Group to $307.71, down from $308. They cited modest adjustments to projected revenue growth and discount rate assumptions.
내러티브 업데이트 Nov 05

AMG: Expanded Credit Partnership And Share Buybacks Will Drive Profitability

Narrative Update on Affiliated Managers Group: Analyst Price Target Raised Analysts have raised their price target for Affiliated Managers Group from $288.71 to $308.00. They cite improved profit margin projections and a lower discount rate as key factors.
내러티브 업데이트 Oct 22

Analysts Lift Affiliated Managers Group Price Target as Valuation Metrics Improve Following Strategic Moves

Analysts have raised their price target for Affiliated Managers Group from $274.86 to $288.71. They cite incremental improvements to valuation metrics and discount rates in their latest models.
내러티브 업데이트 Oct 08

Persistent Global Demand And Private Markets Will Unlock Value

Analysts have raised their price target for Affiliated Managers Group, increasing it by $11 to $274.86. This change reflects more optimistic revenue growth forecasts, despite a slightly higher discount rate and minor adjustments to profit margin expectations.
내러티브 업데이트 Sep 24

Persistent Global Demand And Private Markets Will Unlock Value

The upward revision in Affiliated Managers Group’s price target reflects stronger revenue growth forecasts and a lower future P/E multiple, resulting in a new consensus fair value of $263.86. What's in the News Repurchased 592,682 shares for $100 million from April 1 to June 30, 2025, totaling 1,713,958 shares (5.78%) for $293.31 million under the current buyback program.
내러티브 업데이트 Sep 03

Persistent Global Demand And Private Markets Will Unlock Value

The upward revision in Affiliated Managers Group's consensus price target is primarily driven by a higher future P/E multiple, underscoring increased investor confidence in growth prospects, with fair value now estimated at $253.86. What's in the News Repurchased 592,682 shares (2%) for $100 million in Q2 2025, completing a total buyback of 1,713,958 shares (5.78%) for $293.31 million under the July 2024 program.
Seeking Alpha Feb 19

In Search For 7% Investment-Grade Yields For The Long Term, Part 1: Affiliated Managers Group And Its Baby Bonds

Summary AMG offers a unique investment opportunity in diverse, cash-generating firms, despite underperforming common stock and declining revenue. Investment-grade AMG bonds present a 6.4% yield with potential capital appreciation if long-term yields decline, making them attractive in the current environment. AMG's solid credibility and investment-grade rating, despite declining revenue, make its bonds a safer bet compared to its stock. MGRD bonds offer a decent yield spread over treasury benchmarks, with high capital appreciation potential if yields move lower, balancing interest rate risk. Read the full article on Seeking Alpha
Seeking Alpha Nov 05

Affiliated Managers Group: Unfavorable Outlook Is Priced In (Rating Downgrade)

Summary I downgrade my rating for Affiliated Managers Group to a Hold after evaluating the stock's financial outlook and valuation metrics. AMG's Q3 2024 financial results and Q4 2024 guidance failed to meet the market's expectations. The stock's valuations are already reflective of the company's unfavorable prospects. AMG is currently trading at a high-single-digit forward P/E and a 2024 buyback yield of above 10%. Read the full article on Seeking Alpha
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새로운 내러티브 Aug 29

High-Growth Strategies Boost Prospects Despite Risks Of Shrinking Margins And Earnings Pressure

Investments in high-growth areas and strategic U.S. wealth market expansion are set to drive organic growth and broaden investor access.
Seeking Alpha Jul 29

Affiliated Managers Group: Growing EPS And Fed Pivot Beneficiary

Summary AMG manages $701 billion in assets, primarily in Alternatives and Equities. AMG has marginally underperformed the iShares U.S. Financials ETF in 2024. The company reported positive net client flows in Q2 2024 and Economic EPS growth of 5% Y/Y boosted by aggressive share repurchases. The investment case rests on an attractive valuation, stable fixed-rate long-term financing, and a tailwind for alternative managers from lower Fed rates. Key risks to mention are increased competition from banks, potential delay in Fed rate cuts, and a balance sheet dominated by intangibles. Read the full article on Seeking Alpha

매출 및 비용 세부 내역

Affiliated Managers Group가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NYSE:AMG 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 262,1237554210
31 Dec 252,0747174090
30 Sep 252,0425313890
30 Jun 252,0304433860
31 Mar 252,0384343800
31 Dec 242,0415123770
30 Sep 242,0195463630
30 Jun 242,0286393570
31 Mar 242,0406883530
31 Dec 232,0586733580
30 Sep 232,0951,2553830
30 Jun 232,1481,1503850
31 Mar 232,2401,1343930
31 Dec 222,3301,1463860
30 Sep 222,4825463730
30 Jun 222,4785623620
31 Mar 222,4615623580
31 Dec 212,4125663470
30 Sep 212,2755033340
30 Jun 212,1954463250
31 Mar 212,0793683100
31 Dec 202,0282023210
30 Sep 202,0291093310
30 Jun 202,0831243490
31 Mar 202,2042013720
31 Dec 192,240163770
30 Sep 192,249-1583870
30 Jun 192,301-1193980
31 Mar 192,309-1104070
31 Dec 182,3782444180
30 Sep 182,4187104180
30 Jun 182,4027114070
31 Mar 182,3737203910
31 Dec 172,3056903730
30 Sep 172,2515253810
30 Jun 172,2105093830
31 Mar 172,1944913920
31 Dec 162,1954733980
30 Sep 162,2344704000
30 Jun 162,3024684130
31 Mar 162,3954864300
31 Dec 152,4855104440
30 Sep 152,5365354570
30 Jun 152,5635304630

양질의 수익: AMG는 $445.7M 규모의 큰 일회성 이익이 있어 31st March, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.

이익 마진 증가: AMG의 현재 순 이익률 (35.5%)은 지난해 (21.3%)보다 높습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: AMG의 수익은 지난 5년 동안 연평균 1.3% 증가했습니다.

성장 가속화: 지난 1년간 AMG 의 수익 증가율(73.8%)은 연간 평균(1.3%)을 초과합니다.

수익 대 산업: AMG의 지난 1년 수익 증가율(73.8%)은 Capital Markets 업계의 36.1%를 상회했습니다.


자기자본이익률

높은 ROE: AMG의 자본 수익률(22.4%)은 높음으로 평가됩니다.


총자산이익률


투하자본수익률


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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 07:54
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

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분석가 소스

Affiliated Managers Group, Inc.는 13명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Alexander ParisBarrington Research Associates, Inc.
Craig SiegenthalerBofA Global Research
William KatzCitigroup Inc