Affiliated Managers Group, Inc. $AMG Position Cut by Kiltearn Partners LLP

Kiltearn Partners LLP decreased its stake in Affiliated Managers Group, Inc. (NYSE:AMG) by 5.4% in the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 283,814 shares of the asset manager’s stock after selling 16,300 shares during the quarter. Affiliated Managers Group comprises 13.6% of Kiltearn Partners LLP’s portfolio, making the stock its biggest holding. Kiltearn Partners LLP owned about 1.01% of Affiliated Managers Group worth $67,670,000 as of its most recent filing with the SEC.

Several other large investors have also recently modified their holdings of AMG. Dimensional Fund Advisors LP raised its holdings in Affiliated Managers Group by 1.2% during the 3rd quarter. Dimensional Fund Advisors LP now owns 684,116 shares of the asset manager’s stock valued at $163,113,000 after buying an additional 7,891 shares during the period. LSV Asset Management boosted its stake in Affiliated Managers Group by 0.7% during the third quarter. LSV Asset Management now owns 479,624 shares of the asset manager’s stock worth $114,357,000 after buying an additional 3,400 shares during the period. Allianz Asset Management GmbH boosted its stake in Affiliated Managers Group by 14.6% during the third quarter. Allianz Asset Management GmbH now owns 393,161 shares of the asset manager’s stock worth $93,741,000 after buying an additional 50,219 shares during the period. Norges Bank bought a new position in Affiliated Managers Group during the second quarter valued at $71,779,000. Finally, Balyasny Asset Management L.P. increased its position in Affiliated Managers Group by 3,811.8% during the second quarter. Balyasny Asset Management L.P. now owns 311,383 shares of the asset manager’s stock valued at $61,271,000 after acquiring an additional 303,423 shares during the last quarter. Institutional investors own 95.30% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on AMG. Wall Street Zen upgraded shares of Affiliated Managers Group from a “buy” rating to a “strong-buy” rating in a report on Saturday, February 21st. TD Cowen reiterated a “buy” rating on shares of Affiliated Managers Group in a report on Wednesday, January 14th. Weiss Ratings reissued a “buy (b-)” rating on shares of Affiliated Managers Group in a research report on Wednesday, January 21st. The Goldman Sachs Group raised their price objective on shares of Affiliated Managers Group from $300.00 to $341.00 and gave the stock a “buy” rating in a research note on Tuesday, January 6th. Finally, Deutsche Bank Aktiengesellschaft set a $408.00 target price on Affiliated Managers Group and gave the company a “buy” rating in a research report on Friday, February 13th. Seven equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $350.14.

Trending Headlines about Affiliated Managers Group

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

• Positive Sentiment: Consensus analyst stance remains constructive — AMG carries an average/“Moderate Buy” analyst rating, which provides some baseline support versus a deeper rout. Article Title
• Neutral Sentiment: Board refresh and governance debate — reporting says a board refresh at AMG is being linked to a broader debate over valuation and strategy. Governance changes can be constructive long term but introduce near‑term uncertainty as investors reassess strategy, capital allocation and potential changes in oversight. Article Title
• Negative Sentiment: Sector/market shock — AMG was called out among financial names that “plummeted” in morning headlines, indicating the move is partly driven by a broader financial sector decline rather than company‑specific fundamentals alone. This amplifies short‑term selling pressure. Article Title
• Negative Sentiment: Analyst model cuts — Zacks reduced EPS forecasts across multiple upcoming quarters and trimmed FY2026–FY2027 estimates significantly, and currently has a “Hold” rating. Lower EPS trajectories make AMG’s valuation less attractive near term and likely pressured the stock. (Zacks research note summarized in market reports.)

Affiliated Managers Group Stock Performance

AMG stock opened at $286.90 on Monday. Affiliated Managers Group, Inc. has a twelve month low of $139.22 and a twelve month high of $334.78. The firm has a market cap of $7.65 billion, a price-to-earnings ratio of 12.43, a PEG ratio of 0.47 and a beta of 1.18. The business’s fifty day simple moving average is $309.85 and its two-hundred day simple moving average is $270.97. The company has a quick ratio of 1.34, a current ratio of 1.34 and a debt-to-equity ratio of 0.64.

Affiliated Managers Group (NYSE:AMG) last issued its earnings results on Thursday, February 12th. The asset manager reported $9.48 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $8.75 by $0.73. The firm had revenue of $556.60 million during the quarter, compared to analyst estimates of $578.54 million. Affiliated Managers Group had a net margin of 34.55% and a return on equity of 18.45%. The business’s revenue was up 6.2% on a year-over-year basis. During the same period in the previous year, the firm earned $6.53 earnings per share. Analysts predict that Affiliated Managers Group, Inc. will post 22.86 earnings per share for the current year.

Affiliated Managers Group Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 9th. Shareholders of record on Monday, February 23rd will be given a $0.01 dividend. This represents a $0.04 annualized dividend and a yield of 0.0%. The ex-dividend date of this dividend is Monday, February 23rd. Affiliated Managers Group’s payout ratio is 0.17%.

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.