AMG
BULLISH
$319.82
Live
Affiliated Managers Group, Inc. · NYSE
Target $364.14
(+13.9%)
$139.22
52W Range
$334.0
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated Jan 24, 2026
Market cap
$9.09B
P/E
19.73
ROE
16.2%
Profit margin
26.0%
Debt/Equity
0.56
Dividend yield
0.01%
AI Analysis
AI-powered fundamental assessment
Confidence
85%
AMG exhibits strong financial health with a Piotroski F-Score of 8/9, indicating robust fundamentals across profitability, leverage, and operating efficiency. Despite the absence of an Altman Z-Score, the company shows low distress risk with a healthy Debt/Equity ratio of 0.56 and exceptional liquidity (Current Ratio: 126.47). The stock trades above the Graham Number ($207.58) but below the growth-based intrinsic value ($478.2), supported by strong earnings growth (YoY EPS +81.8%) and analyst target consensus of $364.14. However, weak insider sentiment and minimal dividend yield temper near-term catalysts.
Key Strengths
Exceptionally high Piotroski F-Score of 8/9, signaling strong financial health and operational efficiency
Outstanding profitability metrics: 26.01% net margin, 28.79% operating margin, and 16.22% ROE
Very strong year-over-year earnings growth of 81.8%, with Q/Q EPS growth at 71.8%
Low leverage with Debt/Equity ratio of 0.56, well below sector average of 2.00
Massive liquidity position with Current and Quick Ratios exceeding 126, far above 1.0 threshold
Key Risks
Missing Altman Z-Score prevents definitive distress risk assessment, though low leverage suggests safety
Insider selling activity: $3.7M in sales with no buys in last 6 months, signaling bearish sentiment from executives
Minimal dividend yield (0.01%) and low dividend strength score (25/100) limit appeal for income investors
Revenue growth is weak at 2.2% YoY, lagging sector average of 40.63%
Technical trend score of 10/100 indicates short-term bearish momentum despite long-term strength
AI Fair Value Estimate
Based on comprehensive analysis
$425.0
+32.9% above current price
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
72
Strong
72
90
85
95
20
AI Verdict
Strong Buy
Key drivers: High Piotroski F-Score, Exceptional earnings growth, Superior profitability margins, Low financial leverage, Analyst target upside (~+13.8%)
Confidence
90%
Value
72/100
Ref P/E, PEG, Graham Number
Positives
- P/E of 19.73 below sector average of 21.57
- Forward P/E of 10.54 suggests earnings expansion
- Price below intrinsic value of $478.2
Watchpoints
- Current price ($319.82) significantly above Graham Number ($207.58)
- High Price/Sales ratio of 4.45 vs sector avg of N/A but implies premium valuation
Future
90/100
Ref Growth rates
Positives
- YoY earnings growth of 81.8%
- Q/Q earnings growth of 71.8%
- Forward P/E of 10.54 implies strong earnings expectations
Watchpoints
- Revenue growth only 2.2% YoY, raising sustainability concerns
Past
85/100
Ref Historical trends
Positives
- Long-term price appreciation: +181.7% over 5 years
- Consistent earnings beats in earlier quarters, including +60.9% surprise in Nov 2025
- Historical ROE of 16.22% above sector average
Watchpoints
- Recent earnings misses: 3 of last 4 quarters below estimates
Health
95/100
Ref Altman Z-Score, Piotroski F-Score
Positives
- Piotroski F-Score of 8/9 — among the strongest possible
- Debt/Equity ratio of 0.56 well below sector average of 2.00
- Current and Quick Ratios >126, indicating extreme liquidity
Watchpoints
- Altman Z-Score not available, limiting distress risk modeling
Dividend
20/100
Ref Yield, Payout
Positives
- Payout ratio of 0.24% is extremely low, leaving room for future increases
Watchpoints
- Dividend yield of 0.01% is negligible
- Dividend Strength score of 25/100 indicates weak income profile
- No meaningful dividend history or growth
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$319.82
Analyst Target
$364.14
Upside/Downside
+13.9%
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for AMG and closest competitors.
Updated 2026-01-23
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
AMG
Affiliated Managers Group, Inc.
Primary
|
+181.7% | +94.2% | +71.8% | +48.2% | +9.8% | -1.9% |
|
ZION
Zions Bancorporation, National Association
Peer
|
+36.1% | +149.2% | +46.0% | +23.1% | +11.4% | +1.8% |
|
FRHC
Freedom Holdings Corp.
Peer
|
+190.3% | +116.4% | +16.4% | -11.5% | +13.8% | -0.3% |
|
ONB
Old National Bancorp
Peer
|
+48.8% | +92.4% | +27.0% | +16.4% | +10.3% | +1.4% |
|
CFR
Cullen/Frost Bankers, Inc.
Peer
|
+40.2% | +54.4% | +25.3% | +15.0% | +4.5% | -1.4% |
AMG
Affiliated Managers Group, Inc.
Primary
5Y
+181.7%
3Y
+94.2%
1Y
+71.8%
6M
+48.2%
1M
+9.8%
1W
-1.9%
ZIO
Zions Bancorporation, National Association
Peer
5Y
+36.1%
3Y
+149.2%
1Y
+46.0%
6M
+23.1%
1M
+11.4%
1W
+1.8%
FRH
Freedom Holdings Corp.
Peer
5Y
+190.3%
3Y
+116.4%
1Y
+16.4%
6M
-11.5%
1M
+13.8%
1W
-0.3%
ONB
Old National Bancorp
Peer
5Y
+48.8%
3Y
+92.4%
1Y
+27.0%
6M
+16.4%
1M
+10.3%
1W
+1.4%
CFR
Cullen/Frost Bankers, Inc.
Peer
5Y
+40.2%
3Y
+54.4%
1Y
+25.3%
6M
+15.0%
1M
+4.5%
1W
-1.4%
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Historical data shows last 12 quarters (3 years)
Valuation Metrics
Key valuation ratios and pricing indicators
P/E Ratio
19.73
Forward P/E
10.54
PEG Ratio
N/A
P/B Ratio
2.71
P/S Ratio
4.45
EV/Revenue
5.96
EV/EBITDA
19.54
Market Cap
$9.09B
Profitability
Profit margins and return metrics
Profit Margin
26.01%
Operating Margin
28.79%
Gross Margin
51.7%
ROE
16.22%
ROA
3.56%
Growth
Revenue and earnings growth rates
Revenue Growth
+2.2%
Earnings Growth
+81.8%
Q/Q Revenue Growth
N/A
Q/Q Earnings Growth
+71.8%
Financial Health
Balance sheet strength and liquidity metrics
Debt/Equity
0.56
Moderate
Current Ratio
126.47
Strong
Quick Ratio
126.47
Excellent
Cash/Share
$19.96
Quarterly Earnings History
EPS performance vs analyst estimates
2026-02-05
$N/A
2025-11-03
$6.87
+60.9% surprise
2025-07-31
$2.8
-16.7% surprise
2025-05-08
$2.2
-31.5% surprise
Financial Services Sector Comparison
Comparing AMG against 820 companies in the Financial Services sector
(141 bullish, 351 neutral, 328 bearish)
P/E Ratio
19.73
This Stock
vs
36.01
Sector Avg
-45.2%
(Discount)
Return on Equity (ROE)
16.22%
This Stock
vs
-0.73%
Sector Avg
-2314.1%
(Below Avg)
Profit Margin
26.01%
This Stock
vs
91.62%
Sector Avg
-71.6%
(Weaker)
Debt to Equity
0.56
This Stock
vs
1.36
Sector Avg
-58.8%
(Less Debt)
Revenue Growth
2.2%
This Stock
vs
35.27%
Sector Avg
-93.8%
(Slower)
Current Ratio
126.47
This Stock
vs
3.18
Sector Avg
+3877.8%
(Stronger)
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
AMG
Affiliated Managers Group, Inc.
|
BULLISH | $9.09B | 19.73 | 16.2% | 26.0% | $319.82 | |
|
ZION
Zions Bancorporation,...
|
NEUTRAL | $9.21B | 9.73 | 14.1% | 28.4% | $62.63 | Compare |
|
FRHC
Freedom Holdings Corp.
|
BEARISH | $9.25B | 7557.5 | 0.2% | 0.2% | $151.15 | Compare |
|
ONB
Old National Bancorp
|
BULLISH | $9.26B | 13.58 | 9.0% | 29.1% | $23.77 | Compare |
|
CFR
Cullen/Frost Bankers, Inc.
|
NEUTRAL | $8.9B | 14.24 | 15.3% | 29.6% | $141.4 | Compare |
AMG
Affiliated...
BULLISH
Mkt Cap
$9.1B
P/E
19.7
ROE
16.2%
Price
$319.82
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2025-12-23 | HORGEN JAY C | Chief Executive Officer | Gift | 4,000 | - |
| 2025-11-25 | PALANDJIAN TRACY PUN | Director | Gift | 3,499 | - |
| 2025-11-07 | ALVINGHAM KAREN L. | Director | Option Exercise | 560 | $38,993 |
| 2025-09-09 | WOJCIK THOMAS M. | President | Sale | 16,000 | $3,696,480 |
| 2025-09-08 | WOJCIK THOMAS M. | President | Option Exercise | 169,303 | $12,611,380 |
| 2025-09-02 | HORGEN JAY C | Chief Executive Officer | Option Exercise | 75,000 | $5,586,750 |
| 2025-09-02 | PADIYAR KAVITA | General Counsel | Option Exercise | 47,731 | $3,523,025 |
| 2025-08-15 | CHURCHILL DWIGHT D | Director | Stock Award | 1,398 | - |
| 2025-08-15 | MATOS RODRIGUEZ FELIX V | Director | Stock Award | 1,102 | - |
| 2025-08-15 | FRANQUI ANNETTE V | Director | Stock Award | 664 | - |
| 2025-08-15 | STARR LOREN M | Director | Stock Award | 544 | - |
| 2025-08-15 | PALANDJIAN TRACY PUN | Director | Stock Award | 1,117 | - |
| 2025-08-15 | ALVINGHAM KAREN L. | Director | Stock Award | 1,092 | - |
| 2025-08-15 | RYAN DAVID CHRISTOPHER | Director | Stock Award | 1,092 | - |
| 2025-08-12 | HORGEN JAY C | Chief Executive Officer | Option Exercise | 75,000 | $5,586,750 |
HORGEN JAY C
Chief Executive Officer
2025-12-23
4,000 shares
PALANDJIAN TRACY PUN
Director
2025-11-25
3,499 shares
ALVINGHAM KAREN L.
Director
2025-11-07
560 shares
·
$38,993
WOJCIK THOMAS M.
President
2025-09-09
16,000 shares
·
$3,696,480
WOJCIK THOMAS M.
President
2025-09-08
169,303 shares
·
$12,611,380
HORGEN JAY C
Chief Executive Officer
2025-09-02
75,000 shares
·
$5,586,750
PADIYAR KAVITA
General Counsel
2025-09-02
47,731 shares
·
$3,523,025
CHURCHILL DWIGHT D
Director
2025-08-15
1,398 shares
MATOS RODRIGUEZ FELIX V
Director
2025-08-15
1,102 shares
FRANQUI ANNETTE V
Director
2025-08-15
664 shares
STARR LOREN M
Director
2025-08-15
544 shares
PALANDJIAN TRACY PUN
Director
2025-08-15
1,117 shares
ALVINGHAM KAREN L.
Director
2025-08-15
1,092 shares
RYAN DAVID CHRISTOPHER
Director
2025-08-15
1,092 shares
HORGEN JAY C
Chief Executive Officer
2025-08-12
75,000 shares
·
$5,586,750
Insider transactions can signal confidence or concerns about company prospects
Wall Street Analysts
Professional analyst ratings and price targets
Consensus
BUY
7 analysts
TD Cowen
2026-01-14
Buy
Buy
Goldman Sachs
2026-01-06
Buy
Buy
TD Cowen
2025-12-15
Buy
Buy
Barrington Research
2025-11-04
Outperform
Outperform
Barrington Research
2025-10-08
Outperform
Outperform
Goldman Sachs
2025-10-06
Buy
Buy
B of A Securities
2025-10-02
Buy
Buy
Barrington Research
2025-09-23
Outperform
Outperform
B of A Securities
2025-09-02
Neutral
Buy
TD Cowen
2025-08-04
Hold
Buy
Past News Coverage
Recent headlines mentioning AMG from our newsroom.
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