Investment Advice · SIC 6282

AFFILIATED MANAGERS GROUP, INC.

MGRE

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Latest revenue

$544.9M

as of 2026-03-31

Latest net income

$110.4M

as of 2026-03-31

Net margin

20.3%

as of 2026-03-31

Price · 5Y

+3.4% / yr 10.3 pts / yr vs S&P 500 7.5% total
Compare:

Live market

delayed ≤15 min
$23.87
0.13%
Market cap
$630.5M
Enterprise value
$630.5M
P/E (trailing)
0.9×
Forward P/E
P/B
Dividend yield
7.1%
52-wk high
$25.59
52-wk low
$22.35
Beta
Shares out
26.4M

5-year trend

What this company does

AI

Item 1.Business Overview AMG is a strategic partner to leading independent investment firms globally. Our strategy is to generate long-term value by investing in high-quality independent partner-owned firms, which we refer to as “Affiliates,” through a proven partnership approach, and allocating resources across our unique opportunity set to the areas of highest growth and return. We believe that high-quality, partner-owned firms have fundamental competitive advantages in meeting client objectives. With their entrepreneurial, investment-centric cultures, and deep alignment of interests with clients through direct equity ownership by firm principals, independent firms have an ownership…

AI summary unavailable — showing raw filing excerpt

Generated from MGRE's filing dated 2026-02-17

Key risks

AI

Item 1A.Risk Factors We and our Affiliates face a variety of risks that are substantial and inherent in our businesses. The following are some of the more important factors that could affect our and our Affiliates’ businesses. Investors should carefully consider these risks, along with the other information contained in this Annual Report on Form 10-K, before making an investment decision regarding our common stock or other publicly-listed securities. There may be additional risks of which we are currently unaware, or which we currently consider immaterial. Any of these risks could have a material adverse effect on our financial condition, results of operations, and the market price of our…

AI summary unavailable — showing raw filing excerpt

Generated from MGRE's filing dated 2026-02-17

Profitability

Net margin

34.5%

37.8%

Return on equity

22.1%

44.7%

Return on assets

7.8%

34.3%

Leverage

Debt / equity

1.84×

12.4%

Long-term debt / equity

0.83×

6.1%

Debt / assets

64.8%

4.4%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$544.9M+9.7%$110.4M+52.5%20.3%

Q4 2025

2025-12-31

$556.6M+6.2%$347.5M+114.2%62.4%

Q3 2025

2025-09-30

$528.0M+2.2%$212.4M+71.8%40.2%

Q2 2025

2025-06-30

$493.2M-1.4%$84.3M+10.9%17.1%

Q1 2025

2025-03-31

$496.6M-0.7%$72.4M-51.7%14.6%

Q4 2024

2024-12-31

$524.3M$162.2M30.9%

Q3 2024

2024-09-30

$516.4M-1.7%$123.6M-43.0%23.9%

Q2 2024

2024-06-30

$500.3M-2.4%$76.0M-39.3%15.2%

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

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Insider activity

No insider transactions on file for MGRE in the last 12 months.

Source: SEC Form 4 filings. Backfill runs nightly.

Who owns MGRE

Institutional value

$410.7K

Total shares held

102.7K

Distinct holders

2

-1 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

#ManagerSharesValueQoQ changeAction
1Sterling Capital Management LLC18.2K$408.8K+0 (+0.0%)No change
2SHIKIAR ASSET MANAGEMENT INC84.5K$1.9K+4.6K (+5.8%)Added

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 MGRE's latest filing finishes processing.