Affiliated Managers Group Net Income
| MGR Stock | USD 21.41 0.03 0.14% |
As of the 15th of February 2026, Affiliated Managers shows the mean deviation of 0.3975, and Risk Adjusted Performance of (0.01). In respect to fundamental indicators, the technical analysis model gives you tools to check existing technical drivers of Affiliated Managers, as well as the relationship between them. Please confirm Affiliated Managers coefficient of variation and maximum drawdown to decide if Affiliated Managers is priced correctly, providing market reflects its regular price of 21.41 per share. Given that Affiliated Managers has information ratio of (0.15), 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 |
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| Last Reported | Projected for Next Year | ||
| Net Income | 588.3 M | 617.8 M | |
| Net Income From Continuing Ops | 1.6 B | 833.7 M | |
| Net Income Applicable To Common Shares | 1.3 B | 1.4 B | |
| Net Income Per Share | 31.72 | 33.31 | |
| Net Income Per E B T | 0.76 | 0.80 |
Affiliated | Net Income | Build AI portfolio with Affiliated Stock |
Evaluating Affiliated Managers's Net Income across multiple reporting periods reveals the company's ability to sustain growth and manage resources effectively. This longitudinal analysis highlights inflection points, cyclical patterns, and structural changes that short-term snapshots might miss, offering deeper insight into Affiliated Managers Group's fundamental strength.
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 511.6 M | 10 Years Trend |
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Net Income |
| Timeline |
Affiliated Net Income Regression Statistics
| Arithmetic Mean | 562,211,765 | |
| Coefficient Of Variation | 63.96 | |
| Mean Deviation | 293,565,398 | |
| Median | 511,600,000 | |
| Standard Deviation | 359,578,854 | |
| Sample Variance | 129297T | |
| Range | 1.1B | |
| R-Value | 0.53 | |
| Mean Square Error | 99005.9T | |
| R-Squared | 0.28 | |
| Significance | 0.03 | |
| Slope | 37,822,549 | |
| Total Sum of Squares | 2068751.2T |
Affiliated Net Income History
Other Fundumenentals of Affiliated Managers
| Net Income From Continuing Ops | ||
| Net Income Applicable To Common Shares | ||
| 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. Expected growth trajectory for Affiliated significantly influences the price investors are willing to assign. 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.
Investors evaluate Affiliated Managers using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating Affiliated Managers' intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Market participants employ diverse analytical approaches to determine fair value and identify buying opportunities when prices dip below calculated worth. External factors like market trends, sector rotation, and investor psychology can cause Affiliated Managers' market price to deviate significantly from intrinsic 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. Conversely, Affiliated Managers' market price signifies the transaction level at which participants voluntarily complete trades.
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.
| 11/17/2025 |
| 02/15/2026 |
If you would invest 0.00 in Affiliated Managers on November 17, 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 Hanover Insurance, Axa Equitable, MGIC Investment, MarketAxess Holdings, Carlyle, Blue Owl, and Prosperity Bancshares. Affiliated Managers Group, Inc., through its affiliates, operates as an asset management company providing investment management services to mutual funds, institutional clients, and high net worth individuals in the United States. 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.
| Information Ratio | (0.15) | |||
| Maximum Drawdown | 1.87 | |||
| Value At Risk | (0.89) | |||
| Potential Upside | 0.8091 |
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 | (0.01) | |||
| Jensen Alpha | (0.03) | |||
| Total Risk Alpha | (0.05) | |||
| Treynor Ratio | (0.08) |
Affiliated Managers February 15, 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 | (0.01) | |||
| Market Risk Adjusted Performance | (0.07) | |||
| Mean Deviation | 0.3975 | |||
| Coefficient Of Variation | (9,549) | |||
| Standard Deviation | 0.4927 | |||
| Variance | 0.2427 | |||
| Information Ratio | (0.15) | |||
| Jensen Alpha | (0.03) | |||
| Total Risk Alpha | (0.05) | |||
| Treynor Ratio | (0.08) | |||
| Maximum Drawdown | 1.87 | |||
| Value At Risk | (0.89) | |||
| Potential Upside | 0.8091 | |||
| Skewness | (0.17) | |||
| Kurtosis | (0.59) |
Affiliated Managers Backtested Returns
Currently, Affiliated Managers Group is very steady. Affiliated Managers secures Sharpe Ratio (or Efficiency) of 0.0603, which signifies that the company had a 0.0603 % return per unit of standard deviation over the last 3 months. We have found twenty-three technical indicators for Affiliated Managers Group, which you can use to evaluate the volatility of the firm. Please confirm Affiliated Managers' risk adjusted performance of (0.01), and Mean Deviation of 0.3975 to double-check if the risk estimate we provide is consistent with the expected return of 0.0293%. Affiliated Managers has a performance score of 4 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.19, which signifies not very significant fluctuations relative to the market. 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. Affiliated Managers right now shows a risk of 0.49%. Please confirm Affiliated Managers maximum drawdown, as well as the relationship between the accumulation distribution and market facilitation index , to decide if Affiliated Managers will be following its price patterns.
Auto-correlation | -0.6 |
Good reverse predictability
Affiliated Managers Group has good reverse predictability. Overlapping area represents the amount of predictability between Affiliated Managers time series from 17th of November 2025 to 1st of January 2026 and 1st of January 2026 to 15th 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 -0.6 indicates that roughly 60.0% of current Affiliated Managers price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.6 | |
| Spearman Rank Test | -0.12 | |
| Residual Average | 0.0 | |
| Price Variance | 0.02 |
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 511.6 M. This is 59.43% higher than that of the Capital Markets sector and significantly higher than that of the Financials industry. The net income for all United States stocks is 10.4% higher than that of the company.
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 Fundamentals
| Return On Equity | 0.2 | ||||
| Price To Earning | 2.90 X | ||||
| EBITDA | 1.33 B | ||||
| Net Income | 511.6 M | ||||
| Cash And Equivalents | 409.1 M | ||||
| Cash Per Share | 7.23 X | ||||
| Total Debt | 2.65 B | ||||
| Debt To Equity | 39.70 % | ||||
| Book Value Per Share | 63.33 X | ||||
| Cash Flow From Operations | 947.1 M | ||||
| Number Of Employees | 4.1 K | ||||
| Market Capitalization | 5.15 B | ||||
| Total Asset | 8.83 B | ||||
| Retained Earnings | 6.9 B | ||||
| Annual Yield | 0.06 % | ||||
| Net Asset | 8.83 B | ||||
| Last Dividend Paid | 0.37 |
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.
Pair Trading with Affiliated Managers
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Affiliated Managers position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Affiliated Managers will appreciate offsetting losses from the drop in the long position's value.Moving together with Affiliated Stock
Moving against Affiliated Stock
| 0.58 | MFG | Magellan Financial Earnings Call This Week | PairCorr |
| 0.5 | 55O1 | Apollo Investment Corp | PairCorr |
| 0.37 | DMYY | dMY Squared Technology | PairCorr |
The ability to find closely correlated positions to Affiliated Managers could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Affiliated Managers when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Affiliated Managers - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Affiliated Managers Group to buy it.
The correlation of Affiliated Managers is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Affiliated Managers moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Affiliated Managers moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Affiliated Managers can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for Affiliated Stock Analysis
When running Affiliated Managers' price analysis, check to measure Affiliated Managers' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Affiliated Managers is operating at the current time. Most of Affiliated Managers' value examination focuses on studying past and present price action to predict the probability of Affiliated Managers' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Affiliated Managers' price. Additionally, you may evaluate how the addition of Affiliated Managers to your portfolios can decrease your overall portfolio volatility.