Acadian Asset Management (NYSE:AAMI) Stock Lifted to Strong-Buy by Wall Street Zen

Acadian Asset Management (NYSE:AAMI) was upgraded by investment analysts at Wall Street Zen from a “buy” rating to a “strong-buy” rating in a note issued to investors on Saturday, Wall Street Zen reports.

Several other research analysts have also issued reports on AAMI. Zacks Research lowered shares of Acadian Asset Management from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, August 25th. Royal Bank Of Canada upped their price objective on shares of Acadian Asset Management from $85.00 to $88.00 and gave the stock a “sector perform” rating in a report on Friday. Morgan Stanley raised their target price on shares of Acadian Asset Management from $95.00 to $97.00 and gave the company an “equal weight” rating in a research note on Wednesday. Weiss Ratings upgraded shares of Acadian Asset Management from a “buy (b)” rating to a “buy (b+)” rating in a report on Thursday, October 8th. Finally, Evercore set a $102.00 price target on Acadian Asset Management in a research note on Friday, October 9th. One equities research analyst has rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $95.67.

Acadian Asset Management Stock Down 2.7%

NYSE AAMI opened at $88.87 on Friday. The firm has a market capitalization of $3.15 billion, a PE ratio of 26.06 and a beta of 1.31. The stock’s 50 day moving average is $92.61 and its 200 day moving average is $73.69. Acadian Asset Management has a twelve month low of $41.47 and a twelve month high of $98.52.

Acadian Asset Management (NYSE:AAMI) last posted its quarterly earnings data on Thursday, October 29th. The company reported $1.36 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.22 by $0.14. Acadian Asset Management had a return on equity of 139.70% and a net margin of 17.02%. The business had revenue of $189.10 million during the quarter. On average, research analysts anticipate that Acadian Asset Management will post 5.42 earnings per share for the current year.

Institutional Trading of Acadian Asset Management

Several institutional investors have recently bought and sold shares of the company. Paulson & CO. Inc. purchased a new position in Acadian Asset Management in the second quarter worth about $417,912,000. BlackRock Inc. bought a new stake in shares of Acadian Asset Management during the second quarter valued at approximately $320,877,000. Jennison Associates LLC raised its holdings in Acadian Asset Management by 5.9% in the 1st quarter. Jennison Associates LLC now owns 2,022,207 shares of the company’s stock worth $110,049,000 after acquiring an additional 112,985 shares during the last quarter. Azora Capital LP purchased a new position in Acadian Asset Management in the 2nd quarter worth approximately $35,474,000. Finally, Allspring Global Investments Holdings LLC lifted its position in Acadian Asset Management by 13.9% in the 1st quarter. Allspring Global Investments Holdings LLC now owns 419,239 shares of the company’s stock valued at $23,561,000 after acquiring an additional 51,075 shares in the last quarter. 98.69% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Acadian Asset Management

Here are the key news stories impacting Acadian Asset Management this week:

• Positive Sentiment: Third-quarter adjusted earnings were $1.36 per share, exceeding the $1.22 consensus estimate and rising substantially from $0.76 a year earlier. Revenue reached approximately $191.2 million, up 32.6% year over year, while net income increased 135% to $35.5 million. Acadian Asset Management Surpasses Q3 Earnings Estimates
• Positive Sentiment: Business growth remained strong: assets under management rose 44% to $239.6 billion, management fees increased 38%, and quarterly net client cash flows totaled $2.6 billion. These trends support future fee revenue if investment performance and client demand remain favorable. AAMI Q3 Revenue Rises 33%
• Positive Sentiment: The board declared a quarterly dividend of $0.10 per share, payable December 23 to shareholders of record December 11, providing a modest recurring shareholder return.
• Neutral Sentiment: Royal Bank of Canada raised its price target from $85 to $88 but retained a “sector perform” rating. The revised target remains slightly below the stock’s recent trading level, signaling limited near-term upside rather than a bullish re-rating.
• Negative Sentiment: Management expects a 2026 variable compensation ratio of 34%–38% as it invests in continued growth, which could constrain operating-margin expansion even with rising revenue.
• Negative Sentiment: Recent reported insider activity was heavily weighted toward sales, including a large reduction by Paulson & Co. Investors may view these transactions as an additional supply or confidence concern, although they do not necessarily reflect current operating expectations.

Acadian Asset Management Company Profile

Acadian Asset Management Inc (NYSE:AAMI) is a global investment management firm specializing in systematic, research-driven investment strategies. The company uses quantitative analysis, data science and technology to evaluate investment opportunities and manage portfolios across global markets.

Its offerings include strategies in global and international equities, emerging markets, fixed income, multi-asset investing and alternative investments. Acadian also provides customized portfolio solutions and related investment management services for institutional clients, including pension plans, endowments, foundations, insurers, sovereign investors and wealth management organizations.

Founded in 1986, Acadian is headquartered in Boston and serves clients internationally through offices and operations in major financial centers, including London, Singapore and Sydney.