Latest revenue
$303.0M
as of 2026-03-31
Latest net income
$58.0M
as of 2026-03-31
Net margin
19.2%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $3.06B
- Enterprise value
- $3.06B
- P/E (trailing)
- 10.5×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 10.5%
- 52-wk high
- $48.50
- 52-wk low
- $34.99
- Beta
- —
- Shares out
- 81.1M
5-year trend
What this company does
Item 1. Business Overview Founded in 1994, Artisan is a global multi-asset investment platform focused on providing high value-added active investment strategies in growing asset classes to sophisticated clients around the world. Since our founding, we have maintained a business model that is designed to maximize our ability to produce attractive investment results for our clients, and we believe this model has contributed to our success in doing so. We focus on attracting, retaining and developing talented investment professionals by creating an environment in which each investment team is provided ample resources and support, transparent and direct financial incentives, a high degree of…
AI summary unavailable — showing raw filing excerpt
Generated from APAM's filing dated 2026-02-20
Key risks
Item 1A. Risk Factors Human Capital Risks The loss of key investment professionals or senior members of our distribution and management teams could have a material adverse effect on our business. Our success depends on our ability to attract, retain and motivate, including through competitive compensation packages, the portfolio managers who manage our investment strategies and have been primarily responsible for the historically strong investment performance we have achieved. The departure of a portfolio manager has in the past contributed to clients’ decisions to withdraw funds from an investment strategy and could in the future cause clients to withdraw funds or terminate their…
AI summary unavailable — showing raw filing excerpt
Generated from APAM's filing dated 2026-02-20
Profitability
Operating margin
33.4%
1.3%Net margin
24.3%
3.8%Return on equity
66.2%
0.9%Return on assets
18.4%
14.7%Leverage
Debt / equity
2.59×
18.0%Long-term debt / equity
0.43×
15.9%Debt / assets
72.2%
5.0%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $303.0M | +9.3% | $58.0M | -5.1% | 19.2% |
Q4 2025 2025-12-31 | $335.5M | +12.9% | $94.8M | +36.0% | 28.3% |
Q3 2025 2025-09-30 | $301.3M | +7.8% | $66.8M | -8.4% | 22.2% |
Q2 2025 2025-06-30 | $282.7M | +4.4% | $67.6M | +17.3% | 23.9% |
Q1 2025 2025-03-31 | $277.1M | +4.8% | $61.1M | +2.8% | 22.1% |
Q4 2024 2024-12-31 | $297.1M | — | $69.7M | — | 23.5% |
Q3 2024 2024-09-30 | $279.6M | +12.4% | $73.0M | +37.3% | 26.1% |
Q2 2024 2024-06-30 | $270.8M | +11.5% | $57.6M | +7.4% | 21.3% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Investment Advice · SIC 6282
Your notes
Keep private notes on APAM — thesis, target price, catalysts to watch.
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Insider activity
Insider buying
$0
Insider selling
$741.1K
Net activity
−$741.1K
Distinct insiders
2
Open-market trades over the last 365 days.
Recent transactions
| Date | Insider | Type | Shares | Price | Value | |
|---|---|---|---|---|---|---|
| 2025-08-04 | Gregory K Ramirez Executive Vice President | Sale | 2,500 | $46.50 | $116.3K | |
| 2025-06-04 | Charles J Daley JR Exec VP, CFO & Treasurer | Sale | 15,448 | $40.45 | $624.9K |
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns APAM
Institutional value
$1.37B
Total shares held
38.5M
Distinct holders
254
-123 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 10.4M | $377.0M | +187.1K (+1.8%) | Added |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.1M | $150.3M | — | New |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 3.0M | $110.3M | — | New |
| 4 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 2.6M | $94.2M | +289.1K (+12.6%) | Added |
| 5 | DIMENSIONAL FUND ADVISORS LP | 1.7M | $60.8M | +30.9K (+1.9%) | Added |
| 6 | WASATCH ADVISORS LP | 1.6M | $57.2M | -87.8K (-5.3%) | Trimmed |
| 7 | Fisher Asset Management, LLC | 1.3M | $47.7M | -130.3K (-9.0%) | Trimmed |
| 8 | Capital World Investors | 1.1M | $38.5M | +148.2K (+16.3%) | Added |
| 9 | ROYCE & ASSOCIATES LP | 973.2K | $35.4M | -58.1K (-5.6%) | Trimmed |
| 10 | FEDERATED HERMES, INC. | 758.0K | $27.6M | +79.1K (+11.7%) | Added |
| 11 | WELLS FARGO & COMPANY/MN | 625.6K | $22.8M | -63.5K (-9.2%) | Trimmed |
| 12 | Public Sector Pension Investment Board | 611.9K | $22.3M | +76.6K (+14.3%) | Added |
| 13 | Invesco Ltd. | 580.5K | $21.1M | +111.7K (+23.8%) | Added |
| 14 | NEW YORK STATE COMMON RETIREMENT FUND | 498.4K | $18.1M | +0 (+0.0%) | No change |
| 15 | VANGUARD FIDUCIARY TRUST CO | 468.4K | $17.0M | — | New |
| 16 | Bank of New York Mellon Corp | 396.6K | $14.4M | -36.2K (-8.4%) | Trimmed |
| 17 | Nuveen, LLC | 377.4K | $13.7M | +1.8K (+0.5%) | Added |
| 18 | SPROTT INC. | 362.1K | $13.2M | +0 (+0.0%) | No change |
| 19 | PRINCIPAL FINANCIAL GROUP INC | 343.2K | $12.5M | -103.6K (-23.2%) | Trimmed |
| 20 | UBS Group AG | 266.9K | $9.7M | -12.2K (-4.4%) | Trimmed |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once APAM's latest filing finishes processing.