APAM
NEUTRAL
$43.09
Live
Artisan Partners Asset Management Inc. · NYSE
Target $43.25
(+0.4%)
$32.75
52W Range
$48.5
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated Jan 24, 2026
Market cap
$3.04B
P/E
11.61
ROE
49.6%
Profit margin
22.9%
Debt/Equity
0.45
Dividend yield
7.12%
AI Analysis
AI-powered fundamental assessment
Confidence
75%
APAM exhibits strong financial health with a Piotroski F-Score of 7/9, indicating solid operational performance and balance sheet strength. The company trades at a significant premium to its Graham Number ($21.82) and intrinsic value estimate ($25.97), though its low P/E of 11.61 relative to sector average (21.34) suggests value appeal. However, declining earnings growth (YoY: -9.40%) and bearish insider activity offset strong profitability metrics like 49.58% ROE and 33.79% operating margin. Analysts hold a consensus 'hold' rating with a near-current target price of $43.25, aligning with muted expectations.
Key Strengths
Strong Piotroski F-Score of 7/9 indicates high financial stability and quality earnings
Exceptional profitability with ROE of 49.58%, ROA of 14.81%, and operating margin of 33.79%
Low P/E ratio of 11.61 well below sector average of 21.34, suggesting potential undervaluation
High dividend yield of 7.12%, among the highest in the sector
Healthy balance sheet with low Debt/Equity of 0.45 and strong liquidity (Current Ratio: 2.80)
Key Risks
Earnings declining YoY (-9.40%) and Q/Q (-8.40%), signaling potential operational headwinds
Stock trades at a premium to Graham Number ($21.82) and intrinsic value ($25.97), implying overvaluation on defensive metrics
Bearish technical trend (0/100) and weak short-term price momentum (6M: -4.3%)
High payout ratio of 82.75% may limit future dividend sustainability if earnings decline further
Insider selling activity (1 sale, $0.12M) with no buys in last 6 months, indicating lack of confidence
AI Fair Value Estimate
Based on comprehensive analysis
$27.5
-36.2% below current price
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
69
Strong
78
52
70
85
60
AI Verdict
Neutral with value appeal but growth concerns
Key drivers: High profitability and financial health, Attractive valuation relative to sector, Declining earnings trend, High dividend yield with elevated payout risk, Bearish insider and technical signals
Confidence
75%
Value
78/100
Ref P/E, PEG, Graham Number
Positives
- P/E of 11.61 below sector average of 21.34
- Forward P/E of 10.53 indicates improving valuation
- Price/Sales of 2.62 is reasonable for asset management
Watchpoints
- Current price ($43.09) is 97% above Graham Number ($21.82)
- Price 65% above intrinsic value ($25.97), suggesting overvaluation
Future
52/100
Ref Growth rates
Positives
- Recent Q/Q EPS growth of +22.9% shows possible rebound
- Revenue growth of 7.80% remains positive
Watchpoints
- Earnings growth YoY is -9.40%
- Q/Q earnings growth is -8.40%
- PEG Ratio unavailable, limiting growth-adjusted valuation
Past
70/100
Ref Historical trends
Positives
- Strong historical earnings beat rate: 3 out of last 4 quarters
- Average earnings surprise of +5.42% over last 4 quarters
- Long-term 5Y return of +22.7% outperforms many peers
Watchpoints
- Mixed earnings surprises over time, including misses in 2024
- Declining EPS trend since 2022 peak
Health
85/100
Ref Altman Z-Score, Piotroski F-Score
Positives
- Piotroski F-Score of 7/9 indicates strong financial health
- Debt/Equity of 0.45 is conservative
- Current and Quick Ratios above 2.7 signal strong liquidity
Watchpoints
- Altman Z-Score not available, limiting distress risk assessment
- ROIC not reported, reducing capital efficiency visibility
Dividend
60/100
Ref Yield, Payout
Positives
- High dividend yield of 7.12%
- Dividend strength score of 55/100 indicates moderate reliability
Watchpoints
- Payout ratio of 82.75% is high and may be unsustainable if earnings fall
- No 5-year average yield to assess consistency
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$43.09
Analyst Target
$43.25
Upside/Downside
+0.4%
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for APAM and closest competitors.
Updated 2026-01-23
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
APAM
Artisan Partners Asset Management Inc.
Primary
|
+22.7% | +53.3% | +5.4% | -4.3% | +3.2% | -2.8% |
|
SBCF
Seacoast Banking Corporation of Florida
Peer
|
-3.5% | +54.8% | +37.0% | +1.9% | +7.7% | -3.2% |
|
NMIH
NMI Holdings, Inc.
Peer
|
+69.7% | +66.2% | +13.1% | +7.1% | +4.2% | +1.8% |
|
ARX
Accelerant Holdings
Peer
|
-49.8% | -49.8% | -49.8% | -8.1% | +12.8% | +4.0% |
|
SFNC
Simmons First National Corporation
Peer
|
-10.6% | +51.1% | +29.3% | +20.3% | +16.0% | +5.0% |
APA
Artisan Partners Asset Management Inc.
Primary
5Y
+22.7%
3Y
+53.3%
1Y
+5.4%
6M
-4.3%
1M
+3.2%
1W
-2.8%
SBC
Seacoast Banking Corporation of Florida
Peer
5Y
-3.5%
3Y
+54.8%
1Y
+37.0%
6M
+1.9%
1M
+7.7%
1W
-3.2%
NMI
NMI Holdings, Inc.
Peer
5Y
+69.7%
3Y
+66.2%
1Y
+13.1%
6M
+7.1%
1M
+4.2%
1W
+1.8%
ARX
Accelerant Holdings
Peer
5Y
-49.8%
3Y
-49.8%
1Y
-49.8%
6M
-8.1%
1M
+12.8%
1W
+4.0%
SFN
Simmons First National Corporation
Peer
5Y
-10.6%
3Y
+51.1%
1Y
+29.3%
6M
+20.3%
1M
+16.0%
1W
+5.0%
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
11.61
Forward P/E
10.53
PEG Ratio
N/A
P/B Ratio
7.55
P/S Ratio
2.62
EV/Revenue
2.85
EV/EBITDA
8.51
Market Cap
$3.04B
Profitability
Profit margins and return metrics
Profit Margin
22.9%
Operating Margin
33.79%
Gross Margin
45.41%
ROE
49.58%
ROA
14.81%
Growth
Revenue and earnings growth rates
Revenue Growth
+7.8%
Earnings Growth
-9.4%
Q/Q Revenue Growth
N/A
Q/Q Earnings Growth
-8.4%
Financial Health
Balance sheet strength and liquidity metrics
Debt/Equity
0.45
Low debt
Current Ratio
2.8
Strong
Quick Ratio
2.7
Excellent
Cash/Share
$4.86
Quarterly Earnings History
EPS performance vs analyst estimates
2026-02-03
$N/A
2025-10-28
$1.02
+5.2% surprise
2025-07-29
$0.83
+0.8% surprise
2025-04-29
$0.83
+10.3% surprise
Financial Services Sector Comparison
Comparing APAM against 820 companies in the Financial Services sector
(141 bullish, 351 neutral, 328 bearish)
P/E Ratio
11.61
This Stock
vs
36.01
Sector Avg
-67.7%
(Discount)
Return on Equity (ROE)
49.58%
This Stock
vs
-0.73%
Sector Avg
-6865.8%
(Below Avg)
Profit Margin
22.9%
This Stock
vs
91.62%
Sector Avg
-75.0%
(Weaker)
Debt to Equity
0.45
This Stock
vs
1.36
Sector Avg
-66.8%
(Less Debt)
Revenue Growth
7.8%
This Stock
vs
35.27%
Sector Avg
-77.9%
(Slower)
Current Ratio
2.8
This Stock
vs
3.18
Sector Avg
-11.8%
(Weaker)
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
APAM
Artisan Partners Asset...
|
NEUTRAL | $3.04B | 11.61 | 49.6% | 22.9% | $43.09 | |
|
SBCF
Seacoast Banking...
|
NEUTRAL | $3.1B | 20.15 | 5.5% | 24.2% | $31.63 | Compare |
|
NMIH
NMI Holdings, Inc.
|
BULLISH | $2.96B | 7.96 | 16.2% | 55.1% | $38.85 | Compare |
|
ARX
Accelerant Holdings
|
NEUTRAL | $2.96B | - | -245.6% | -166.4% | $13.31 | Compare |
|
SFNC
Simmons First National Corporation
|
BEARISH | $3.12B | - | -10.4% | -% | $21.52 | Compare |
APAM
Artisan Partners...
NEUTRAL
Mkt Cap
$3.0B
P/E
11.6
ROE
49.6%
Price
$43.09
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2025-08-04 | RAMIREZ GREGORY K | Officer | Sale | 2,500 | $116,250 |
RAMIREZ GREGORY K
Officer
2025-08-04
2,500 shares
·
$116,250
Insider transactions can signal confidence or concerns about company prospects
Wall Street Analysts
Professional analyst ratings and price targets
Consensus
HOLD
4 analysts
Evercore ISI Group
2025-10-30
In-Line
In-Line
Evercore ISI Group
2025-10-09
In-Line
In-Line
TD Cowen
2025-09-15
Hold
Hold
Evercore ISI Group
2025-09-05
In-Line
In-Line
RBC Capital
2025-07-31
Outperform
Outperform
Past News Coverage
Recent headlines mentioning APAM from our newsroom.
Newest → oldest
No matching news yet.