AMG Reports Record Growth and Strong Outlook for 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 11 hours ago
0mins
Source: seekingalpha
- Record Performance: AMG reported economic earnings per share of $26.05 for 2025, a 22% year-over-year increase, alongside approximately $29 billion in annual net client cash flows, demonstrating robust organic growth that solidifies its market position.
- Asset Management Growth: The company added approximately $97 billion in alternative assets under management in 2025, reflecting a 35% increase, which not only enhances its asset base but also lays the groundwork for future earnings growth.
- Share Repurchase Program: AMG repurchased $700 million in shares in 2025, representing 11% of outstanding shares, with $350 million repurchased in Q4 alone, marking the highest quarterly buyback in the company's history, indicating management's confidence in future growth.
- Optimistic Outlook: CFO Ritchea projected adjusted EBITDA for Q1 2026 to be between $310 million and $330 million, with expected fee-related earnings growth of 30%, suggesting that the company will continue to maintain strong growth momentum moving forward.
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Analyst Views on AMG
Wall Street analysts forecast AMG stock price to rise
4 Analyst Rating
4 Buy
0 Hold
0 Sell
Strong Buy
Current: 308.090
Low
295.00
Averages
388.50
High
485.00
Current: 308.090
Low
295.00
Averages
388.50
High
485.00
About AMG
Affiliated Managers Group, Inc. is a global independent investment management company. The Company is focused on investing in a range of partner-owned investment firms, known as Affiliates. Its Affiliates provide a diverse range of differentiated investment strategies designed to assist institutional and wealth clients worldwide in achieving their investment objectives. Its Affiliates also provide investment management and customized investment counseling and fiduciary services to high-net worth individuals and families and institutional clients. It manages its assets across a range of private markets, liquid alternative and differentiated long-only investment strategies. The Company’s Affiliates operate in a diverse number of areas with long-term structural tailwinds, including infrastructure, credit, private market solutions, and specialty areas including industrial decarbonization, life sciences, and multifamily real estate.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
AMG to Announce Q4 Earnings on February 12
- Earnings Announcement: AMG is set to release its Q4 2023 earnings report on February 12 before market open, with consensus EPS estimates at $8.84, reflecting a 35.4% year-over-year growth, which would further validate the company's ongoing profitability.
- Historical Performance: Over the past two years, AMG has exceeded EPS estimates 100% of the time, while only beating revenue estimates 13% of the time, indicating a mixed performance in meeting market expectations for revenue growth.
- Estimate Revision Trends: In the last three months, EPS estimates have seen four upward revisions with no downward adjustments, showcasing analysts' confidence in AMG's future earnings potential; however, revenue estimates have experienced two upward revisions and one downward adjustment, reflecting a cautious outlook on revenue growth.
- Investor Interest: AMG has performed well in the high-yield bond market, with a 30% increase since the last recommendation, and is expected to present its investment portfolio at the Goldman Sachs 2025 U.S. Financial Services Conference, further attracting investor attention.
See More
AMG Acquires Minority Stake in HighBrook Investors
- Strategic Partnership: AMG has announced its acquisition of a minority equity interest in HighBrook Investors, aiming to leverage AMG's strategic capabilities to enhance HighBrook's long-term success, further diversifying AMG's business and expanding its participation in global private markets.
- Investment Scale: Since its founding in 2010, HighBrook has committed over $2.3 billion in equity across more than 80 investments, totaling approximately $5.7 billion in gross asset value, demonstrating its strong performance in high-growth real estate sectors.
- Market Outlook: HighBrook focuses on long-term growth areas such as last-mile logistics driven by e-commerce and data centers, and AMG is confident in the firm's future prospects, believing this partnership will amplify HighBrook's success.
- Management Commitment: HighBrook's management team will continue to hold the majority of the firm's equity and direct its day-to-day operations, ensuring the continuity of its independence and entrepreneurial culture, while the collaboration with AMG will provide strategic capabilities and growth capital.
See More
AMG Reports Record Growth and Strong Outlook for 2026
- Record Performance: AMG reported economic earnings per share of $26.05 for 2025, a 22% year-over-year increase, alongside approximately $29 billion in annual net client cash flows, demonstrating robust organic growth that solidifies its market position.
- Asset Management Growth: The company added approximately $97 billion in alternative assets under management in 2025, reflecting a 35% increase, which not only enhances its asset base but also lays the groundwork for future earnings growth.
- Share Repurchase Program: AMG repurchased $700 million in shares in 2025, representing 11% of outstanding shares, with $350 million repurchased in Q4 alone, marking the highest quarterly buyback in the company's history, indicating management's confidence in future growth.
- Optimistic Outlook: CFO Ritchea projected adjusted EBITDA for Q1 2026 to be between $310 million and $330 million, with expected fee-related earnings growth of 30%, suggesting that the company will continue to maintain strong growth momentum moving forward.
See More
AMG Declares Quarterly Dividend of $0.01 per Share
- Quarterly Dividend Announcement: Affiliated Managers Group, Inc. declares a quarterly dividend of $0.01 per share, consistent with previous distributions, indicating the company's stability in the current economic environment.
- Dividend Yield: The forward yield of 0.01% reflects a cautious approach to shareholder returns, which may influence short-term investor decisions regarding the stock.
- Payment Schedule: The dividend is payable on March 9, with a record date of February 23 and an ex-dividend date also on February 23, ensuring shareholders receive their returns promptly.
- Market Reaction: While the dividend remains unchanged, market reactions to AMG may be influenced by its overall financial performance and future outlook, especially ahead of the upcoming Q4 2025 earnings report.
See More
Affiliated Managers Group Q4 Earnings Beat Expectations
- Earnings Beat: Affiliated Managers Group, Inc. reported a Q4 non-GAAP EPS of $9.48, exceeding expectations by $0.64, indicating strong profitability despite revenue challenges.
- Revenue Decline: The company’s revenue for Q4 was $524.2 million, down 5.8% year-over-year and missing market expectations by $54.34 million, highlighting revenue growth challenges in a competitive landscape.
- Strong Client Inflows: Projected net client cash inflows of approximately $29 billion for 2025, including about $12 billion in Q4, driven by ongoing momentum in alternative strategies, showcasing the firm’s continued appeal in asset management.
- Strategic Outlook: Despite the revenue decline, robust cash inflows and profitability suggest a solid foundation for future strategic development, potentially attracting more investor interest in the company’s long-term growth prospects.
See More
AMG Scheduled to Report Q4 and Full Year Results on February 12, 2026
- Earnings Report Schedule: AMG is set to release its financial and operating results for Q4 and the full year ended December 31, 2025, on February 12, 2026, reflecting the company's commitment to transparency and investor communication.
- Conference Call Timing: The call will take place at 8:30 a.m. Eastern Time on the same day, hosted by CEO Jay C. Horgen and other executives, with expectations of discussing management's outlook on future financial and operational results, which could influence investor confidence.
- Participation Details: Investors can join the call by dialing 1-877-407-8291 (U.S.) or 1-201-689-8345 (non-U.S.), ensuring broad investor participation and effective information dissemination.
- Replay Information: A replay will be available approximately one hour after the call concludes, accessible by dialing 1-877-660-6853 (U.S.) or 1-201-612-7415 (non-U.S.) and providing conference ID 13757877, enhancing information accessibility.
See More
AMG to Announce Q4 Earnings on February 12
- Earnings Announcement: AMG is set to release its Q4 2023 earnings report on February 12 before market open, with consensus EPS estimates at $8.84, reflecting a 35.4% year-over-year growth, which would further validate the company's ongoing profitability.
- Historical Performance: Over the past two years, AMG has exceeded EPS estimates 100% of the time, while only beating revenue estimates 13% of the time, indicating a mixed performance in meeting market expectations for revenue growth.
- Estimate Revision Trends: In the last three months, EPS estimates have seen four upward revisions with no downward adjustments, showcasing analysts' confidence in AMG's future earnings potential; however, revenue estimates have experienced two upward revisions and one downward adjustment, reflecting a cautious outlook on revenue growth.
- Investor Interest: AMG has performed well in the high-yield bond market, with a 30% increase since the last recommendation, and is expected to present its investment portfolio at the Goldman Sachs 2025 U.S. Financial Services Conference, further attracting investor attention.
See More
AMG Acquires Minority Stake in HighBrook Investors
- Strategic Partnership: AMG has announced its acquisition of a minority equity interest in HighBrook Investors, aiming to leverage AMG's strategic capabilities to enhance HighBrook's long-term success, further diversifying AMG's business and expanding its participation in global private markets.
- Investment Scale: Since its founding in 2010, HighBrook has committed over $2.3 billion in equity across more than 80 investments, totaling approximately $5.7 billion in gross asset value, demonstrating its strong performance in high-growth real estate sectors.
- Market Outlook: HighBrook focuses on long-term growth areas such as last-mile logistics driven by e-commerce and data centers, and AMG is confident in the firm's future prospects, believing this partnership will amplify HighBrook's success.
- Management Commitment: HighBrook's management team will continue to hold the majority of the firm's equity and direct its day-to-day operations, ensuring the continuity of its independence and entrepreneurial culture, while the collaboration with AMG will provide strategic capabilities and growth capital.
See More
AMG Reports Record Growth and Strong Outlook for 2026
- Record Performance: AMG reported economic earnings per share of $26.05 for 2025, a 22% year-over-year increase, alongside approximately $29 billion in annual net client cash flows, demonstrating robust organic growth that solidifies its market position.
- Asset Management Growth: The company added approximately $97 billion in alternative assets under management in 2025, reflecting a 35% increase, which not only enhances its asset base but also lays the groundwork for future earnings growth.
- Share Repurchase Program: AMG repurchased $700 million in shares in 2025, representing 11% of outstanding shares, with $350 million repurchased in Q4 alone, marking the highest quarterly buyback in the company's history, indicating management's confidence in future growth.
- Optimistic Outlook: CFO Ritchea projected adjusted EBITDA for Q1 2026 to be between $310 million and $330 million, with expected fee-related earnings growth of 30%, suggesting that the company will continue to maintain strong growth momentum moving forward.
See More
AMG Declares Quarterly Dividend of $0.01 per Share
- Quarterly Dividend Announcement: Affiliated Managers Group, Inc. declares a quarterly dividend of $0.01 per share, consistent with previous distributions, indicating the company's stability in the current economic environment.
- Dividend Yield: The forward yield of 0.01% reflects a cautious approach to shareholder returns, which may influence short-term investor decisions regarding the stock.
- Payment Schedule: The dividend is payable on March 9, with a record date of February 23 and an ex-dividend date also on February 23, ensuring shareholders receive their returns promptly.
- Market Reaction: While the dividend remains unchanged, market reactions to AMG may be influenced by its overall financial performance and future outlook, especially ahead of the upcoming Q4 2025 earnings report.
See More
Affiliated Managers Group Q4 Earnings Beat Expectations
- Earnings Beat: Affiliated Managers Group, Inc. reported a Q4 non-GAAP EPS of $9.48, exceeding expectations by $0.64, indicating strong profitability despite revenue challenges.
- Revenue Decline: The company’s revenue for Q4 was $524.2 million, down 5.8% year-over-year and missing market expectations by $54.34 million, highlighting revenue growth challenges in a competitive landscape.
- Strong Client Inflows: Projected net client cash inflows of approximately $29 billion for 2025, including about $12 billion in Q4, driven by ongoing momentum in alternative strategies, showcasing the firm’s continued appeal in asset management.
- Strategic Outlook: Despite the revenue decline, robust cash inflows and profitability suggest a solid foundation for future strategic development, potentially attracting more investor interest in the company’s long-term growth prospects.
See More
AMG Scheduled to Report Q4 and Full Year Results on February 12, 2026
- Earnings Report Schedule: AMG is set to release its financial and operating results for Q4 and the full year ended December 31, 2025, on February 12, 2026, reflecting the company's commitment to transparency and investor communication.
- Conference Call Timing: The call will take place at 8:30 a.m. Eastern Time on the same day, hosted by CEO Jay C. Horgen and other executives, with expectations of discussing management's outlook on future financial and operational results, which could influence investor confidence.
- Participation Details: Investors can join the call by dialing 1-877-407-8291 (U.S.) or 1-201-689-8345 (non-U.S.), ensuring broad investor participation and effective information dissemination.
- Replay Information: A replay will be available approximately one hour after the call concludes, accessible by dialing 1-877-660-6853 (U.S.) or 1-201-612-7415 (non-U.S.) and providing conference ID 13757877, enhancing information accessibility.
See More
