Affiliated Managers Group Stock Analysis
AMG Stock | USD 162.07 0.60 0.37% |
Affiliated Managers Group is fairly valued with Real Value of 160.68 and Target Price of 160.67. The main objective of Affiliated Managers stock analysis is to determine its intrinsic value, which is an estimate of what Affiliated Managers Group is worth, separate from its market price. There are two main types of Affiliated Managers' stock analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic factors that affect Affiliated Managers' performance, such as revenue growth, earnings, and financial stability. Technical analysis, on the other hand, focuses on the price and volume data of Affiliated Managers' stock to identify patterns and trends that may indicate its future price movements.
The Affiliated Managers stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. Affiliated Managers is usually not traded on Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day, Juneteenth Holiday, Independence Day, Labour Day. Affiliated Stock trading window is adjusted to America/New York timezone. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and Affiliated Managers' ongoing operational relationships across important fundamental and technical indicators.
Affiliated |
Affiliated Stock Analysis Notes
About 99.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 1.48. Some equities with similar Price to Book (P/B) outperform the market in the long run. Affiliated Managers has Price/Earnings To Growth (PEG) ratio of 0.7. The entity recorded earning per share (EPS) of 17.42. The firm last dividend was issued on the 14th of February 2024. Affiliated Managers had 3:2 split on the 30th of March 2004. Affiliated Managers Group, Inc., through its affiliates, operates as an investment management company providing investment management services to mutual funds, institutional clients,retails and high net worth individuals in the United States. Affiliated Managers Group, Inc. was formed in 1993 and is based in West Palm Beach, Florida with additional offices in Prides Crossing, Massachusetts Stamford, Connecticut London, United Kingdom Dubai, United Arab Emirates Sydney, Australia Hong Kong Tokyo, Japan, Zurich, Switzerland and Delaware. Affiliated Managers operates under Asset Management classification in the United States and is traded on New York Stock Exchange. It employs 4050 people. For more info on Affiliated Managers Group please contact Jay Horgen at 800-345-1100 or go to https://www.amg.com.Affiliated Managers Quarterly Total Revenue |
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Affiliated Managers Investment Alerts
Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Affiliated Managers' investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Affiliated Managers Group or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Over 99.0% of the company shares are held by institutions such as insurance companies | |
On 29th of February 2024 Affiliated Managers paid $ 0.01 per share dividend to its current shareholders | |
Latest headline from MacroaxisInsider: Disposition of 74085 shares by Kavita Padiyar of Affiliated Managers at 73.81 subject to Rule 16b-3 |
Affiliated Managers Upcoming and Recent Events
Earnings reports are used by Affiliated Managers to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Affiliated Managers previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
5th of February 2024 Upcoming Quarterly Report | View | |
6th of May 2024 Next Financial Report | View | |
31st of December 2023 Next Fiscal Quarter End | View | |
5th of February 2024 Next Fiscal Year End | View | |
30th of September 2023 Last Quarter Report | View | |
31st of December 2022 Last Financial Announcement | View |
Affiliated Largest EPS Surprises
Earnings surprises can significantly impact Affiliated Managers' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
---|---|---|---|---|---|---|---|
1998-02-10 | 1997-12-31 | 0.03 | 0.05 | 0.02 | 66 | ||
1999-07-21 | 1999-06-30 | 0.24 | 0.27 | 0.03 | 12 | ||
1998-07-22 | 1998-06-30 | 0.2 | 0.23 | 0.03 | 15 |
Affiliated Managers Thematic Classifications
In addition to having Affiliated Managers stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
FinTechA collection of large financial service, investment, and banking companies |
Affiliated Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Affiliated Managers is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Affiliated Managers Group backward and forwards among themselves. Affiliated Managers' institutional investor refers to the entity that pools money to purchase Affiliated Managers' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares | Lyrical Asset Management Lp | 2023-12-31 | 679 K | Geode Capital Management, Llc | 2023-12-31 | 595.1 K | Allianz Asset Management Ag | 2023-12-31 | 512 K | Channing Capital Management, Llc | 2023-12-31 | 474.5 K | Norges Bank | 2023-12-31 | 437.3 K | Lgt Capital Partners Ltd. | 2023-12-31 | 393.3 K | Bank Of New York Mellon Corp | 2023-12-31 | 389.2 K | Charles Schwab Investment Management Inc | 2023-12-31 | 350.4 K | Spyglass Capital Management Llc | 2023-12-31 | 342.1 K | Vanguard Group Inc | 2023-12-31 | 3.7 M | Blackrock Inc | 2023-12-31 | 3.3 M |
Affiliated Market Capitalization
The company currently falls under 'Mid-Cap' category with a total capitalization of 5.24 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Affiliated Managers's market, we take the total number of its shares issued and multiply it by Affiliated Managers's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.Affiliated Profitablity
Affiliated Managers' profitability indicators refer to fundamental financial ratios that showcase Affiliated Managers' ability to generate income relative to its revenue or operating costs. If, let's say, Affiliated Managers is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Affiliated Managers' executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Affiliated Managers' profitability requires more research than a typical breakdown of Affiliated Managers' financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin of 0.33 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.3 %, which entails that for every 100 dollars of revenue, it generated $0.3 of operating income. Last Reported | Projected for Next Year | ||
Return On Tangible Assets | 0.14 | 0.08 | |
Return On Capital Employed | 0.14 | 0.14 | |
Return On Assets | 0.07 | 0.04 | |
Return On Equity | 0.19 | 0.11 |
Management Efficiency
Affiliated Managers has Return on Asset of 0.0477 % which means that on every $100 spent on assets, it made $0.0477 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1887 %, implying that it generated $0.1887 on every 100 dollars invested. 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. The current Return On Tangible Assets is estimated to decrease to 0.08. The current Return On Capital Employed is estimated to decrease to 0.14. At this time, Affiliated Managers' Debt To Assets are most likely to increase slightly in the upcoming years. The Affiliated Managers' current Asset Turnover is estimated to increase to 0.37, while Non Current Assets Total are projected to decrease to roughly 4.3 B.Last Reported | Projected for Next Year | ||
Book Value Per Share | 102.22 | 107.33 | |
Net Current Asset Value | 0.00 | 0.00 | |
Tangible Asset Value | 0.00 | 0.00 | |
Tangible Book Value Per Share | 17.88 | 18.77 | |
Enterprise Value Over EBITDA | 6.86 | 9.97 | |
Price Book Value Ratio | 1.48 | 1.41 | |
Enterprise Value Multiple | 6.86 | 9.97 | |
Price Fair Value | 1.48 | 1.41 | |
Enterprise Value | 2.7 B | 1.8 B |
The analysis of Affiliated Managers' management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze Affiliated Managers' future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of Affiliated Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Dividend Yield 0.0002 | Forward Dividend Yield 0.0002 | Forward Dividend Rate 0.04 | Beta 1.315 |
Technical Drivers
As of the 25th of April, Affiliated Managers shows the risk adjusted performance of 0.0526, and Mean Deviation of 0.7803. 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. Put another way, you can use this information to find out if the firm will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We have collected data for nineteen technical drivers for Affiliated Managers Group, which can be compared to its peers. 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 162.07 per share. Given that Affiliated Managers has jensen alpha of (0), 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 Price Movement Analysis
The output start index for this execution was nine with a total number of output elements of fifty-two. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Affiliated Managers middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Affiliated Managers. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
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.
Affiliated Managers Outstanding 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.
US008252AP33 Corp BondUS008252AP33 | View | |
US008252AN84 Corp BondUS008252AN84 | View |
Affiliated Managers Predictive Daily 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
12th of April 2024 Other Reports | ViewVerify | |
F3 | 5th of April 2024 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
F4 | 28th of March 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 25th of March 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
22nd of March 2024 Certification of the accuracy of the financial statements and disclosures | ViewVerify | |
8K | 20th of March 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
FWP | 15th of March 2024 A written communication used by offering participants to offer securities to the public or to solicit securities transactions. | ViewVerify |
14th of March 2024 Other Reports | ViewVerify |
Affiliated Managers Forecast Models
Affiliated Managers' time-series forecasting models are one of many Affiliated Managers' stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Affiliated Managers' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.About Affiliated Stock Analysis
Stock analysis is the technique used by a trader or investor to examine and evaluate how Affiliated Managers prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Affiliated shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Affiliated Managers. By using and applying Affiliated Stock analysis, traders can create a robust methodology for identifying Affiliated entry and exit points for their positions.
Last Reported | Projected for Next Year | ||
Pretax Profit Margin | 0.53 | 0.56 | |
Operating Profit Margin | 0.59 | 0.62 | |
Net Profit Margin | 0.33 | 0.34 | |
Gross Profit Margin | 0.56 | 0.77 |
Current Affiliated Analysis - Recommendations
We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Affiliated analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Affiliated analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target Price | Advice | # of Analysts | |
160.67 | Strong Buy | 7 | Odds |
Most Affiliated analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Affiliated stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Affiliated Managers, talking to its executives and customers, or listening to Affiliated conference calls.
Affiliated Stock Analysis Indicators
Affiliated Managers Group stock analysis indicators help investors evaluate how Affiliated Managers stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Affiliated Managers shares will generate the highest return on investment. By understating and applying Affiliated Managers stock analysis, traders can identify Affiliated Managers position entry and exit signals to maximize returns.
Begin Period Cash Flow | 429.2 M | |
Total Stockholder Equity | 3.6 B | |
Total Liab | 4.1 B | |
Property Plant And Equipment Net | 67.3 M | |
Cash And Short Term Investments | 1.3 B | |
Cash | 813.6 M | |
50 Day M A | 160.7924 | |
Net Interest Income | -123.8 M | |
Total Current Liabilities | 628.5 M | |
Forward Price Earnings | 7.3529 | |
Investments | 264.5 M | |
Interest Expense | 123.8 M | |
Stock Based Compensation | 112.1 M | |
Long Term Debt | 2.5 B | |
Common Stock Shares Outstanding | 42.2 M | |
Tax Provision | 185.3 M | |
Quarterly Earnings Growth Y O Y | -0.716 | |
Other Current Assets | -1.6 B | |
Net Debt | 1.7 B | |
Other Operating Expenses | 1.3 B | |
Non Current Assets Total | 7.4 B | |
Liabilities And Stockholders Equity | 9.1 B | |
Non Currrent Assets Other | -219.9 M |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Affiliated Managers Group. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in population. You can also try the Pattern Recognition module to use different Pattern Recognition models to time the market across multiple global exchanges.
Complementary 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.
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Is Affiliated Managers' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? 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. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Affiliated Managers listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.72) | Dividend Share 0.04 | Earnings Share 17.42 | Revenue Per Share 58.627 | Quarterly Revenue Growth (0.07) |
The market value of Affiliated Managers is measured differently than its book value, which is the value of Affiliated that is recorded on the company's balance sheet. Investors also form their own opinion of Affiliated Managers' value that differs from its market value or its book value, called intrinsic value, which is Affiliated Managers' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Affiliated Managers' market value can be influenced by many factors that don't directly affect Affiliated Managers' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Affiliated Managers' value and its price as these two are different measures arrived at by different means. Investors typically determine if Affiliated Managers is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. 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.