Is Affiliated Managers Stock a Good Investment?
Affiliated Managers Investment Advice | MGR |
- Examine Affiliated Managers' financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Affiliated Managers' leadership team and their track record. Good management can help Affiliated Managers navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Asset Management & Custody Banks space and any emerging trends that could impact Affiliated Managers' business and its evolving consumer preferences.
- Compare Affiliated Managers' performance and market position to its competitors. Analyze how Affiliated Managers is positioned in terms of product offerings, innovation, and market share.
- Check if Affiliated Managers pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Affiliated Managers' stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Affiliated Managers Group stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Affiliated Managers Group is a good investment.
Sell | Buy |
Hold
Market Performance | Insignificant | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Not Available | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Affiliated Managers Stock
Researching Affiliated Managers' stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). The company last dividend was issued on the 30th of December 2024.
To determine if Affiliated Managers is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Affiliated Managers' research are outlined below:
| Affiliated Managers has a strong financial position based on the latest SEC filings | |
| On 30th of September 2024 Affiliated Managers paid $ 0.3672 per share dividend to its current shareholders | |
| Latest headline from thelincolnianonline.com: Wilkinson Global Asset Management LLC Sells 200 Shares of Affiliated Managers Group, Inc. |
Affiliated Managers Quarterly Cost Of Revenue |
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Affiliated Managers' market capitalization trends
The company currently falls under 'Mid-Cap' category with a total capitalization of 5.15 B.Market Cap |
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Affiliated Managers' profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.14 | 0.08 | |
| Return On Capital Employed | 0.09 | 0.14 | |
| Return On Assets | 0.07 | 0.04 | |
| Return On Equity | 0.19 | 0.11 |
Determining Affiliated Managers' profitability involves analyzing its financial statements and using various financial metrics to determine if Affiliated Managers is a good buy. For example, gross profit margin measures Affiliated Managers' profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Affiliated Managers' profitability and make more informed investment decisions.
Evaluate Affiliated Managers' management efficiency
As of 11/21/2024, Return On Capital Employed is likely to grow to 0.14, while Return On Tangible Assets are likely to drop 0.08. At this time, Affiliated Managers' Non Currrent Assets Other are relatively stable compared to the past year. As of 11/21/2024, Total Current Assets is likely to grow to about 1.7 B, while Non Current Assets Total are likely to drop slightly above 4.3 B. Affiliated Managers' management efficiency ratios could be used to measure how well Affiliated Managers manages its routine affairs as well as how well it operates its assets and liabilities.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 141.41 | 148.48 | |
| Tangible Book Value Per Share | 17.88 | 18.77 | |
| Enterprise Value Over EBITDA | 9.43 | 11.03 | |
| Price Book Value Ratio | 1.48 | 1.41 | |
| Enterprise Value Multiple | 9.43 | 11.03 | |
| Price Fair Value | 1.48 | 1.41 | |
| Enterprise Value | 2.7 B | 1.8 B |
At Affiliated Managers, effective management practices are pivotal to sustaining long-term profitability. We delve into financial metrics and market conditions to provide a comprehensive analysis of the stock's prospects.
Dividend Yield 0.0646 | Forward Dividend Yield 0.0646 |
Basic technical analysis of Affiliated Stock
As of the 21st of November, Affiliated Managers shows the mean deviation of 0.4531, and Risk Adjusted Performance of 0.0571. 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 information ratio, as well as the relationship between the potential upside and kurtosis to decide if Affiliated Managers is priced correctly, providing market reflects its regular price of 23.59 per share. Given that Affiliated Managers has jensen alpha of 0.0258, 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' insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Affiliated Managers insiders, such as employees or executives, is commonly permitted as long as it does not rely on Affiliated Managers' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Affiliated Managers insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Tracy Palandjian over a month ago Disposition of 1268 shares by Tracy Palandjian of Affiliated Managers at 150.38 subject to Rule 16b-3 |
Affiliated Managers' Outstanding Corporate Bonds
Affiliated Managers issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Affiliated Managers uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Affiliated bonds can be classified according to their maturity, which is the date when Affiliated Managers Group has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Understand Affiliated Managers' technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Affiliated Managers' various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0571 | |||
| Market Risk Adjusted Performance | 0.2847 | |||
| Mean Deviation | 0.4531 | |||
| Semi Deviation | 0.5519 | |||
| Downside Deviation | 0.6595 | |||
| Coefficient Of Variation | 1261.95 | |||
| Standard Deviation | 0.5984 | |||
| Variance | 0.358 | |||
| Information Ratio | (0.08) | |||
| Jensen Alpha | 0.0258 | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.07) | |||
| Treynor Ratio | 0.2747 | |||
| Maximum Drawdown | 2.85 | |||
| Value At Risk | (1.13) | |||
| Potential Upside | 0.8677 | |||
| Downside Variance | 0.4349 | |||
| Semi Variance | 0.3046 | |||
| Expected Short fall | (0.46) | |||
| Skewness | (0.26) | |||
| Kurtosis | 0.2644 |
| Risk Adjusted Performance | 0.0571 | |||
| Market Risk Adjusted Performance | 0.2847 | |||
| Mean Deviation | 0.4531 | |||
| Semi Deviation | 0.5519 | |||
| Downside Deviation | 0.6595 | |||
| Coefficient Of Variation | 1261.95 | |||
| Standard Deviation | 0.5984 | |||
| Variance | 0.358 | |||
| Information Ratio | (0.08) | |||
| Jensen Alpha | 0.0258 | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.07) | |||
| Treynor Ratio | 0.2747 | |||
| Maximum Drawdown | 2.85 | |||
| Value At Risk | (1.13) | |||
| Potential Upside | 0.8677 | |||
| Downside Variance | 0.4349 | |||
| Semi Variance | 0.3046 | |||
| Expected Short fall | (0.46) | |||
| Skewness | (0.26) | |||
| Kurtosis | 0.2644 |
Consider Affiliated Managers' intraday indicators
Affiliated Managers intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Affiliated Managers stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Affiliated Managers Corporate Filings
8K | 15th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 13th of November 2024 Other Reports | ViewVerify | |
10Q | 7th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
13A | 6th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
Affiliated Stock media impact
Far too much social signal, news, headlines, and media speculation about Affiliated Managers that are available to investors today. That information is available publicly through Affiliated media outlets and privately through word of mouth or via Affiliated internal channels. However, regardless of the origin, that massive amount of Affiliated data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Affiliated Managers news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Affiliated Managers relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Affiliated Managers' headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Affiliated Managers alpha.
Affiliated Managers Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Affiliated Managers can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Affiliated Managers Corporate Directors
| Karen Yerburgh | Independent Director | Profile | |
| Patrick Ryan | Lead Independent Director | Profile | |
| Glenn Earle | Independent Director | Profile | |
| Reuben Jeffery | Independent Director | Profile |
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.