Affiliated Managers Group Net Income
| AMG Stock | USD 308.38 6.24 2.07% |
As of the 25th of February, Affiliated Managers shows the risk adjusted performance of 0.1114, and Mean Deviation of 1.53. Affiliated Managers technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices. Please confirm Affiliated Managers downside deviation, treynor ratio, expected short fall, as well as the relationship between the variance and potential upside to decide if Affiliated Managers is priced correctly, providing market reflects its regular price of 308.38 per share. Given that Affiliated Managers has jensen alpha of 0.2238, we suggest you to validate Affiliated Managers Group's prevailing market performance to make sure the company can sustain itself at a future point.
Affiliated Managers Total Revenue |
|
Gross Profit | Profit Margin | Market Capitalization | Enterprise Value Revenue 4.4233 | Revenue |
| Last Reported | Projected for Next Year | ||
| Net Income | 904 M | 453.4 M | |
| Net Income Applicable To Common Shares | 716.6 M | 752.4 M | |
| Net Income From Continuing Ops | 851.7 M | 805 M | |
| Net Income Per Share | 25.14 | 26.40 | |
| Net Income Per E B T | 0.60 | 0.63 |
Affiliated | Net Income | Build AI portfolio with Affiliated Stock |
The Net Income trend for Affiliated Managers Group offers valuable insights into the company's financial trajectory and strategic direction. By examining multi-year patterns, investors can identify whether Affiliated Managers is strengthening or weakening its position, and how this metric correlates with broader market conditions and industry benchmarks.
Latest Affiliated Managers' Net Income Growth Pattern
Below is the plot of the Net Income of Affiliated Managers Group over the last few years. Net income is one of the most important fundamental items in finance. It plays a large role in Affiliated Managers financial statement analysis. It represents the amount of money remaining after all of Affiliated Managers Group operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue. It is Affiliated Managers' Net Income historical data analysis aims to capture in quantitative terms the overall pattern of either growth or decline in Affiliated Managers' overall financial position and show how it may be relating to other accounts over time.
| View | Last Reported 904 M | 10 Years Trend |
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Net Income |
| Timeline |
Affiliated Net Income Regression Statistics
| Arithmetic Mean | 448,784,118 | |
| Coefficient Of Variation | 66.80 | |
| Mean Deviation | 235,043,875 | |
| Median | 472,800,000 | |
| Standard Deviation | 299,801,232 | |
| Sample Variance | 89880.8T | |
| Range | 1.1B | |
| R-Value | 0.63 | |
| Mean Square Error | 57674.1T | |
| R-Squared | 0.40 | |
| Significance | 0.01 | |
| Slope | 37,474,853 | |
| Total Sum of Squares | 1438092.5T |
Affiliated Net Income History
Other Fundumenentals of Affiliated Managers
| Net Income Applicable To Common Shares | ||
| Net Income From Continuing Ops | ||
| Net Income Per Share | ||
| Net Income Per E B T |
Affiliated Managers Net Income component correlations
Affiliated Net Income Driver Correlations
Understanding the fundamental principles of building solid financial models for Affiliated Managers is extremely important. It helps to project a fair market value of Affiliated Stock properly, considering its historical fundamentals such as Net Income. Since Affiliated Managers' main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Affiliated Managers' historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Affiliated Managers' interrelated accounts and indicators.
Click cells to compare fundamentals
Can Asset Management & Custody Banks industry sustain growth momentum? Does Affiliated have expansion opportunities? Factors like these will boost the valuation of Affiliated Managers. If investors know Affiliated will grow in the future, the company's valuation will be higher. Determining accurate worth demands scrutiny of both present operating results and projected expansion capacity. Evaluating Affiliated Managers demands reviewing these metrics collectively while recognizing certain factors exert disproportionate influence.
Quarterly Earnings Growth 1.221 | Dividend Share 0.04 | Earnings Share 22.75 | Revenue Per Share | Quarterly Revenue Growth 0.062 |
Affiliated Managers's market price often diverges from its book value, the accounting figure shown on Affiliated's balance sheet. Smart investors calculate Affiliated Managers' intrinsic value - its true economic worth - which may differ significantly from both market price and book value. Market participants employ diverse analytical approaches to determine fair value and identify buying opportunities when prices dip below calculated worth. Since Affiliated Managers' trading price responds to investor sentiment, macroeconomic conditions, and market psychology, it can swing far from fundamental value.
Understanding that Affiliated Managers' value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether Affiliated Managers represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. However, Affiliated Managers' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Affiliated Managers 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Affiliated Managers' stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Affiliated Managers.
| 11/27/2025 |
| 02/25/2026 |
If you would invest 0.00 in Affiliated Managers on November 27, 2025 and sell it all today you would earn a total of 0.00 from holding Affiliated Managers Group or generate 0.0% return on investment in Affiliated Managers over 90 days. Affiliated Managers is related to or competes with Oxford Lane, XAI Octagon, Cornerstone Total, Cornerstone Strategic, Carlyle Secured, Hercules Capital, and BlackRock TCP. Affiliated Managers Group, Inc., through its affiliates, operates as an investment management company providing investme... More
Affiliated Managers Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Affiliated Managers' stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Affiliated Managers Group upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 2.57 | |||
| Information Ratio | 0.0921 | |||
| Maximum Drawdown | 17.49 | |||
| Value At Risk | (2.58) | |||
| Potential Upside | 3.15 |
Affiliated Managers Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Affiliated Managers' investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Affiliated Managers' standard deviation. In reality, there are many statistical measures that can use Affiliated Managers historical prices to predict the future Affiliated Managers' volatility.| Risk Adjusted Performance | 0.1114 | |||
| Jensen Alpha | 0.2238 | |||
| Total Risk Alpha | 0.0307 | |||
| Sortino Ratio | 0.0816 | |||
| Treynor Ratio | 0.3559 |
Affiliated Managers February 25, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1114 | |||
| Market Risk Adjusted Performance | 0.3659 | |||
| Mean Deviation | 1.53 | |||
| Semi Deviation | 2.21 | |||
| Downside Deviation | 2.57 | |||
| Coefficient Of Variation | 732.79 | |||
| Standard Deviation | 2.28 | |||
| Variance | 5.18 | |||
| Information Ratio | 0.0921 | |||
| Jensen Alpha | 0.2238 | |||
| Total Risk Alpha | 0.0307 | |||
| Sortino Ratio | 0.0816 | |||
| Treynor Ratio | 0.3559 | |||
| Maximum Drawdown | 17.49 | |||
| Value At Risk | (2.58) | |||
| Potential Upside | 3.15 | |||
| Downside Variance | 6.6 | |||
| Semi Variance | 4.88 | |||
| Expected Short fall | (1.62) | |||
| Skewness | (1.34) | |||
| Kurtosis | 8.17 |
Affiliated Managers Backtested Returns
Affiliated Managers appears to be very steady, given 3 months investment horizon. Affiliated Managers secures Sharpe Ratio (or Efficiency) of 0.0953, which signifies that the company had a 0.0953 % return per unit of standard deviation over the last 3 months. We have found thirty technical indicators for Affiliated Managers Group, which you can use to evaluate the volatility of the firm. Please makes use of Affiliated Managers' risk adjusted performance of 0.1114, and Mean Deviation of 1.53 to double-check if our risk estimates are consistent with your expectations. On a scale of 0 to 100, Affiliated Managers holds a performance score of 7. The firm shows a Beta (market volatility) of 0.85, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Affiliated Managers' returns are expected to increase less than the market. However, during the bear market, the loss of holding Affiliated Managers is expected to be smaller as well. Please check Affiliated Managers' treynor ratio, expected short fall, and the relationship between the jensen alpha and potential upside , to make a quick decision on whether Affiliated Managers' price patterns will revert.
Auto-correlation | -0.33 |
Poor reverse predictability
Affiliated Managers Group has poor reverse predictability. Overlapping area represents the amount of predictability between Affiliated Managers time series from 27th of November 2025 to 11th of January 2026 and 11th of January 2026 to 25th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Affiliated Managers price movement. The serial correlation of -0.33 indicates that nearly 33.0% of current Affiliated Managers price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.33 | |
| Spearman Rank Test | -0.28 | |
| Residual Average | 0.0 | |
| Price Variance | 117.24 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Affiliated Accumulated Other Comprehensive Income
Accumulated Other Comprehensive Income |
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Based on the recorded statements, Affiliated Managers Group reported net income of 904 M. This is 29.23% lower than that of the Capital Markets sector and 231.83% higher than that of the Financials industry. The net income for all United States stocks is 58.32% lower than that of the firm.
Affiliated Net Income Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Affiliated Managers' direct or indirect competition against its Net Income to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Affiliated Managers could also be used in its relative valuation, which is a method of valuing Affiliated Managers by comparing valuation metrics of similar companies.Affiliated Managers is currently under evaluation in net income category among its peers.
Affiliated Managers ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Affiliated Managers' sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Affiliated Managers' managers, analysts, and investors.Environmental | Governance | Social |
Affiliated Managers Institutional Holders
Institutional Holdings refers to the ownership stake in Affiliated Managers that is held by large financial organizations, pension funds or endowments. Institutions may hold large blocks of Affiliated Managers' outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Affiliated Managers' value.| Shares | Lyrical Asset Management Lp | 2025-06-30 | 539 K | Geode Capital Management, Llc | 2025-06-30 | 504.4 K | Lsv Asset Management | 2025-06-30 | 476.2 K | Channing Capital Management, Llc | 2025-06-30 | 430.5 K | Norges Bank | 2025-06-30 | 364.8 K | Allianz Asset Management Ag | 2025-06-30 | 342.9 K | Northern Trust Corp | 2025-06-30 | 335.2 K | Balyasny Asset Management Llc | 2025-06-30 | 311.4 K | Charles Schwab Investment Management Inc | 2025-06-30 | 311.4 K | Blackrock Inc | 2025-06-30 | 2.8 M | Vanguard Group Inc | 2025-06-30 | 2.8 M |
Affiliated Fundamentals
| Return On Equity | 0.2 | ||||
| Return On Asset | 0.0281 | ||||
| Profit Margin | 0.35 % | ||||
| Operating Margin | 0.12 % | ||||
| Current Valuation | 8.98 B | ||||
| Shares Outstanding | 26.68 M | ||||
| Shares Owned By Insiders | 4.46 % | ||||
| Shares Owned By Institutions | 95.54 % | ||||
| Number Of Shares Shorted | 444.68 K | ||||
| Price To Earning | 19.39 X | ||||
| Price To Book | 2.08 X | ||||
| Price To Sales | 3.95 X | ||||
| Revenue | 2.45 B | ||||
| Gross Profit | 1.05 B | ||||
| EBITDA | 1.49 B | ||||
| Net Income | 904 M | ||||
| Cash And Equivalents | 586 M | ||||
| Cash Per Share | 17.62 X | ||||
| Total Debt | 2.69 B | ||||
| Debt To Equity | 0.67 % | ||||
| Current Ratio | 46.32 X | ||||
| Book Value Per Share | 109.41 X | ||||
| Cash Flow From Operations | 979.2 M | ||||
| Short Ratio | 1.14 X | ||||
| Earnings Per Share | 22.75 X | ||||
| Price To Earnings To Growth | 0.69 X | ||||
| Target Price | 393.29 | ||||
| Number Of Employees | 5.6 K | ||||
| Beta | 1.18 | ||||
| Market Capitalization | 8.19 B | ||||
| Total Asset | 9.21 B | ||||
| Retained Earnings | 7.62 B | ||||
| Working Capital | 777.2 M | ||||
| Current Asset | 912.3 M | ||||
| Current Liabilities | 375.8 M | ||||
| Annual Yield | 0.0001 % | ||||
| Five Year Return | 0.70 % | ||||
| Net Asset | 9.21 B | ||||
| Last Dividend Paid | 0.04 |
About Affiliated Managers Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Affiliated Managers Group's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Affiliated Managers using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Affiliated Managers Group based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Can Asset Management & Custody Banks industry sustain growth momentum? Does Affiliated have expansion opportunities? Factors like these will boost the valuation of Affiliated Managers. If investors know Affiliated will grow in the future, the company's valuation will be higher. Determining accurate worth demands scrutiny of both present operating results and projected expansion capacity. Evaluating Affiliated Managers demands reviewing these metrics collectively while recognizing certain factors exert disproportionate influence.
Quarterly Earnings Growth 1.221 | Dividend Share 0.04 | Earnings Share 22.75 | Revenue Per Share | Quarterly Revenue Growth 0.062 |
Affiliated Managers's market price often diverges from its book value, the accounting figure shown on Affiliated's balance sheet. Smart investors calculate Affiliated Managers' intrinsic value - its true economic worth - which may differ significantly from both market price and book value. Market participants employ diverse analytical approaches to determine fair value and identify buying opportunities when prices dip below calculated worth. Since Affiliated Managers' trading price responds to investor sentiment, macroeconomic conditions, and market psychology, it can swing far from fundamental value.
Understanding that Affiliated Managers' value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether Affiliated Managers represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. However, Affiliated Managers' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.