Horizon Investments LLC Has $4.89 Million Stock Holdings in Affiliated Managers Group, Inc. $AMG

Horizon Investments LLC lifted its holdings in Affiliated Managers Group, Inc. (NYSE:AMG) by 21.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 16,961 shares of the asset manager’s stock after buying an additional 2,946 shares during the period. Horizon Investments LLC’s holdings in Affiliated Managers Group were worth $4,890,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of AMG. Root Financial Partners LLC acquired a new stake in Affiliated Managers Group during the third quarter valued at $33,000. Meeder Asset Management Inc. acquired a new stake in Affiliated Managers Group during the third quarter valued at $34,000. Hantz Financial Services Inc. boosted its position in Affiliated Managers Group by 189.8% during the third quarter. Hantz Financial Services Inc. now owns 142 shares of the asset manager’s stock valued at $34,000 after purchasing an additional 93 shares during the last quarter. Millstone Evans Group LLC boosted its position in Affiliated Managers Group by 41.9% during the third quarter. Millstone Evans Group LLC now owns 176 shares of the asset manager’s stock valued at $42,000 after purchasing an additional 52 shares during the last quarter. Finally, Global Retirement Partners LLC boosted its position in Affiliated Managers Group by 1,237.5% during the third quarter. Global Retirement Partners LLC now owns 214 shares of the asset manager’s stock valued at $51,000 after purchasing an additional 198 shares during the last quarter. Institutional investors and hedge funds own 95.30% of the company’s stock.

Affiliated Managers Group Price Performance

NYSE AMG opened at $290.13 on Monday. Affiliated Managers Group, Inc. has a fifty-two week low of $169.00 and a fifty-two week high of $334.78. The stock’s 50-day moving average is $287.02 and its two-hundred day moving average is $284.23. The company has a debt-to-equity ratio of 0.64, a current ratio of 1.34 and a quick ratio of 1.34. The firm has a market cap of $7.70 billion, a P/E ratio of 11.74, a price-to-earnings-growth ratio of 0.49 and a beta of 1.14.

Affiliated Managers Group (NYSE:AMG) last posted its earnings results on Friday, May 1st. The asset manager reported $8.23 earnings per share for the quarter, beating the consensus estimate of $8.10 by $0.13. Affiliated Managers Group had a return on equity of 19.92% and a net margin of 35.55%.The company had revenue of $544.90 million for the quarter, compared to analyst estimates of $544.01 million. During the same period last year, the company earned $5.37 earnings per share. The business’s revenue was up 9.7% compared to the same quarter last year. On average, analysts anticipate that Affiliated Managers Group, Inc. will post 32.95 earnings per share for the current fiscal year.

Affiliated Managers Group Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, May 26th. Shareholders of record on Monday, May 11th will be issued a dividend of $0.01 per share. This represents a $0.04 annualized dividend and a yield of 0.0%. The ex-dividend date is Monday, May 11th. Affiliated Managers Group’s dividend payout ratio (DPR) is 0.16%.

Affiliated Managers Group News Roundup

Here are the key news stories impacting Affiliated Managers Group this week:

• Positive Sentiment: Q1 beat — AMG reported economic EPS of $8.23 vs. consensus $8.10 and revenue growth of ~9.7% YoY; margins and return on equity were strong, which supports higher recurring fee revenue. AMG’s Q1 Earnings Beat on Higher Revenues & Record AUM, Shares Rise
• Positive Sentiment: Record AUM and strong flows — AUM reached a record (reported near $882B) with net inflows of about $22.2B, signaling durable client demand that should support fee revenue. Affiliated Managers Reports Record AUM and Strong Q1 2026
• Neutral Sentiment: Company materials & call — The press release, slide deck and conference call are available (useful for detail on segment trends, margin drivers and capital allocation plans). Investors will want to review management’s commentary for forward outlook. View Press Release / Slide Deck
• Neutral Sentiment: Analyst attention — Zacks and other outlets highlighted AMG as a momentum/value candidate after the beat; follow-up analyst notes may drive intraday moves. AMG Surpasses Q1 Earnings and Revenue Estimates
• Negative Sentiment: GAAP vs economic EPS divergence — Management reported diluted GAAP EPS of $3.84 alongside Economic EPS of $8.23; some investors may focus on the lower GAAP number or one-time items, tempering enthusiasm. AMG Reports Financial and Operating Results for Q1 2026
• Negative Sentiment: Short-term profit-taking / intraday reversal — Reports noted a premarket rise after the beat; subsequent intraday selling and above-average volume suggest some investors took profits, contributing to the share decline. AMG’s Q1 Earnings Beat on Higher Revenues & Record AUM, Shares Rise

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on the company. TD Cowen reissued a “buy” rating on shares of Affiliated Managers Group in a research report on Thursday, April 9th. Deutsche Bank Aktiengesellschaft set a $408.00 price objective on Affiliated Managers Group and gave the company a “buy” rating in a research report on Friday, February 13th. Wall Street Zen cut Affiliated Managers Group from a “strong-buy” rating to a “buy” rating in a research report on Saturday, April 4th. Barrington Research reissued an “outperform” rating and set a $365.00 price objective on shares of Affiliated Managers Group in a research report on Monday, April 27th. Finally, The Goldman Sachs Group lifted their price objective on Affiliated Managers Group from $300.00 to $341.00 and gave the company a “buy” rating in a research report on Tuesday, January 6th. Seven equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to MarketBeat, Affiliated Managers Group has a consensus rating of “Moderate Buy” and an average price target of $360.14.

Insider Activity

In other Affiliated Managers Group news, COO Thomas M. Wojcik sold 8,000 shares of the firm’s stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $286.30, for a total transaction of $2,290,400.00. Following the transaction, the chief operating officer directly owned 159,465 shares in the company, valued at $45,654,829.50. This trade represents a 4.78% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, General Counsel Kavita Padiyar sold 2,200 shares of the firm’s stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $278.24, for a total value of $612,128.00. Following the transaction, the general counsel owned 42,672 shares in the company, valued at approximately $11,873,057.28. This trade represents a 4.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 4.20% of the stock is owned by company insiders.

About Affiliated Managers Group

Affiliated Managers Group, Inc (NYSE: AMG) is a global asset management holding company that partners with boutique investment firms. Founded in 1993 and headquartered in West Palm Beach, Florida, AMG invests in and collaborates with independent investment managers to foster growth while preserving their entrepreneurial culture. Through equity stakes and strategic support, the company aims to enhance its affiliates’ distribution capabilities, operational infrastructure and access to capital.

The company’s core business activities include providing capital solutions, distribution services and operational support to affiliated investment firms.