Kiltearn Partners LLP Takes $62.46 Million Position in Affiliated Managers Group, Inc. $AMG

Kiltearn Partners LLP bought a new position in Affiliated Managers Group, Inc. (NYSE:AMG) during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 184,586 shares of the asset manager’s stock, valued at approximately $62,464,000. Affiliated Managers Group makes up approximately 15.2% of Kiltearn Partners LLP’s portfolio, making the stock its biggest holding. Kiltearn Partners LLP owned 0.71% of Affiliated Managers Group at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. N.E.W. Advisory Services LLC bought a new stake in Affiliated Managers Group during the 2nd quarter valued at about $25,000. Leonteq Securities AG purchased a new position in Affiliated Managers Group in the fourth quarter worth about $30,000. Caitong International Asset Management Co. Ltd bought a new position in shares of Affiliated Managers Group in the fourth quarter worth approximately $42,000. Mitsubishi UFJ Asset Management Co. Ltd. bought a new position in shares of Affiliated Managers Group in the second quarter worth approximately $48,000. Finally, EverSource Wealth Advisors LLC grew its holdings in shares of Affiliated Managers Group by 45.5% during the first quarter. EverSource Wealth Advisors LLC now owns 179 shares of the asset manager’s stock valued at $50,000 after buying an additional 56 shares during the last quarter. Institutional investors own 95.30% of the company’s stock.

Affiliated Managers Group News Summary

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

• Positive Sentiment: Value appeal remains a key catalyst. Zacks identified AMG as a top long-term value stock based on its Style Scores. The shares trade at approximately 12.3 times earnings, which may appeal to investors seeking relatively inexpensive exposure to asset management. Why Affiliated Managers Group is a Top Value Stock for the Long-Term
• Positive Sentiment: Zacks maintained a “Strong-Buy” rating while raising its FY2026 EPS forecast to $34.67 from $33.01, FY2027 to $34.57 from $34.07, and FY2028 to $39.29 from $39.22. Estimates were also increased for Q4 2026, Q3 2027, Q4 2027 and Q1 2028, signaling improved expectations for earnings growth. Zacks Research earnings estimates
• Positive Sentiment: Recent commentary emphasizes strong fundamentals. An analysis of AMG’s second quarter highlighted solid business fundamentals and potentially undervalued investment-grade bond holdings, while other coverage cited two reasons investors remain attracted to the company. AMG Q2 Analysis
• Neutral Sentiment: Forecast revisions were mixed. Zacks lowered its Q2 2028 EPS estimate to $9.03 from $9.56, partially offsetting the broader upward revisions. Its FY2026 estimate of $34.67 also remains below the broader consensus of $36.25, suggesting some analysts still expect more near-term earnings upside.

Insiders Place Their Bets

In related news, CEO Jay C. Horgen sold 17,500 shares of Affiliated Managers Group stock in a transaction on Monday, June 8th. The stock was sold at an average price of $338.27, for a total value of $5,919,725.00. Following the completion of the sale, the chief executive officer owned 204,706 shares of the company’s stock, valued at $69,245,898.62. The trade was a 7.88% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Annette Franqui acquired 750 shares of Affiliated Managers Group stock in a transaction that occurred on Monday, June 1st. The shares were purchased at an average price of $304.88 per share, with a total value of $228,660.00. Following the transaction, the director owned 1,962 shares of the company’s stock, valued at $598,174.56. The trade was a 61.88% increase in their position. The disclosure for this purchase is available in the SEC filing. Company insiders own 2.90% of the company’s stock.

Affiliated Managers Group Stock Up 1.0%

AMG opened at $356.08 on Friday. The stock has a market capitalization of $9.21 billion, a price-to-earnings ratio of 12.33, a PEG ratio of 0.50 and a beta of 1.11. The firm has a 50 day moving average price of $359.29 and a 200-day moving average price of $320.17. Affiliated Managers Group, Inc. has a twelve month low of $218.21 and a twelve month high of $392.92. The company has a quick ratio of 1.24, a current ratio of 1.24 and a debt-to-equity ratio of 0.76.

Affiliated Managers Group (NYSE:AMG) last issued its earnings results on Thursday, July 30th. The asset manager reported $8.29 earnings per share (EPS) for the quarter, topping the consensus estimate of $7.90 by $0.39. Affiliated Managers Group had a net margin of 37.72% and a return on equity of 21.94%. The company had revenue of $640.70 million for the quarter, compared to analysts’ expectations of $590.94 million. During the same quarter last year, the company posted $5.39 earnings per share. The firm’s quarterly revenue was up .0% on a year-over-year basis. Equities research analysts forecast that Affiliated Managers Group, Inc. will post 36.69 earnings per share for the current year.

Affiliated Managers Group Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, August 24th. Stockholders of record on Monday, August 10th will be paid a $0.01 dividend. This represents a $0.04 dividend on an annualized basis and a dividend yield of 0.0%. The ex-dividend date is Monday, August 10th. Affiliated Managers Group’s dividend payout ratio (DPR) is 0.14%.

Analyst Upgrades and Downgrades

AMG has been the subject of several analyst reports. TD Cowen reissued a “buy” rating and set a $454.00 price target on shares of Affiliated Managers Group in a research report on Wednesday, May 13th. Barrington Research set a $425.00 price objective on Affiliated Managers Group in a research report on Friday, July 31st. The Goldman Sachs Group reiterated a “buy” rating and set a $405.00 target price on shares of Affiliated Managers Group in a research note on Monday, May 4th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $400.00 target price on shares of Affiliated Managers Group in a report on Monday, May 4th. Finally, Wall Street Zen upgraded Affiliated Managers Group from a “buy” rating to a “strong-buy” rating in a research note on Saturday. One investment analyst has rated the stock with a Strong Buy rating and seven have issued a Buy rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus target price of $370.86.

Affiliated Managers Group Profile

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.