Affiliated Managers Group (MGR)
Takes equity stakes in independent investment firms while preserving their operating autonomy.
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Takes tailored equity stakes in independent investment firms serving institutional and wealth clients. Affiliate managers retain significant ownership and direct daily operations, while the platform participates economically and provides support.
Taking tailored equity stakes in independent partner-owned investment firms is the core model. Affiliates offer private-markets, liquid-alternative, and differentiated long-only strategies to institutional and wealth clients; their managers retain significant ownership and control investment processes and daily operations.
Strategic, marketing, product-development, and operational support is available when requested, alongside global distribution. The platform adds and adjusts affiliate interests, including partnerships in European private equity, energy-focused investing, and credit.
Client asset retention and fundraising, affiliate investment performance, the supply of suitable independent firms, and continued affiliate autonomy shape the business. Each affiliate operates through a separate legal entity and operating agreement.
Company facts
Categories
No analyst consensus on record.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $411.0M · Total debt $3.00B · Total assets $9.40B · Shareholders' equity $3.04B
- Revenue
- $640.7M
- Operating income
- $217.4M
- Net income
- $185.9M
Raised for 5 straight years — most recently to $0.3672 from $0.367 in Mar 2023. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Sep 29, 2026 | Sep 29 | Sep 30 | $0.3672 | upcoming |
| Jun 29, 2026 | Jun 29 | Jun 30 | $0.3672 | |
| Mar 27, 2026 | Mar 27 | Mar 30 | $0.3672 | |
| Dec 29, 2025 | Dec 29 | Dec 30 | $0.3672 | |
| Sep 29, 2025 | Sep 29 | Sep 30 | $0.3672 | |
| Jun 27, 2025 | Jun 27 | Jun 30 | $0.3672 | |
| Mar 28, 2025 | Mar 28 | Mar 31 | $0.3672 | |
| Dec 27, 2024 | Dec 27 | Dec 30 | $0.3672 | |
| Sep 27, 2024 | Sep 27 | Sep 30 | $0.3672 |
| Institutions2 holders · as of Mar 31, 2026 | 0.00% | 327 shares | |
| Otherremainder | 100.00% | 26.41M shares |
26.41M company shares as of Sep 3, 2026 · institutions as of Mar 31, 2026 · holders as of their latest filing
Two share counts disagree (26.41M in the company's Sep 3, 2026 report, 294.74M elsewhere); stakes use the report.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|---|---|---|
PNC Financial Services Group, Inc.Institution | 0.00% | 176 | 13Fas of Mar 31, 2026 |
First Command Advisory Services, Inc.Institution | 0.00% | 151 | 13Fas of Mar 31, 2026 |
BlackRock, Inc.Strategic | —9.10% of class, as filed | — | 13D/Gfiled Feb 1, 2022 ↗ |
Eaton Vance ManagementInstitution | —11.00% of class, as filed | — | 13D/Gfiled Feb 16, 2021 ↗ |
EdgePoint Investment Group Inc.Institution | —14.40% of class, as filed | — | 13Gfiled Feb 11, 2022 ↗ |
| See all 25 → | |||
13F — a manager's quarterly holdings · 13D/13G — an ownership statement filed at 5% or more
Insider tradesForm 4
Nothing filed in the last 12 months.
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ComparePre-market
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Affiliated Managers Group | $18.28 | −5.68% | $5.72B | 0.7 | 0.5 | 3.7 | +29.9% |
| Blue Owl Capital | $11.63 | +0.26% | $18.13B | 97.6 | 12.5 | 6.1 | +7.1% |
| Blackstone | $137.60 | +0.56% | $165.28B | 30.4 | 21.3 | 10.3 | +2.4% |
| Goldman Sachs | $1,004.82 | +0.00% | $296.31B | 15.5 | 14.4 | 2.5 | +39.5% |
| Victory Capital | $111.37 | 0.00% | $6.96B | 20.5 | 13.4 | 4.5 | +22.4% |
| Ares Management | $137.66 | −0.30% | $45.34B | 57.3 | 21.2 | 7.1 | +5.8% |
| Median | 30.4 | 14.4 | 6.1 | +7.1% |