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Affiliated Managers Group (AMG)

(Delayed Data from NYSE)

$159.58 USD

159.58
188,297

-2.49 (-1.54%)

Updated Apr 25, 2024 04:00 PM ET

After-Market: $159.71 +0.13 (0.08%) 7:58 PM ET

Zacks Rank:

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank Definition Annualized Return
1Strong Buy24.20%
2Buy18.04%
3Hold9.52%
4Sell5.20%
5Strong Sell2.60%
S&P50011.13%

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2-Buy of 5   2      

Style Scores:

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score A
Growth Score A
Momentum Score A
VGM Score A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

Zacks Style Scores Education - Learn more about the Zacks Style Scores

A Value F Growth B Momentum B VGM

Industry Rank:

The Zacks Industry Rank assigns a rating to each of the 265 X (Expanded) Industries based on their average Zacks Rank.

An industry with a larger percentage of Zacks Rank #1's and #2's will have a better average Zacks Rank than one with a larger percentage of Zacks Rank #4's and #5's.

The industry with the best average Zacks Rank would be considered the top industry (1 out of 265), which would place it in the top 1% of Zacks Ranked Industries. The industry with the worst average Zacks Rank (265 out of 265) would place in the bottom 1%.

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Zacks Industry Rank Education -- Learn more about the Zacks Industry Rank

Top 19% (47 out of 251)

Industry: Financial - Investment Management

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Better trading starts here.

Balance Sheet

Research for AMG

The Zacks Equity Research reports, or ZER for short, are our in-house, independently produced research reports.

The ever popular one-page Snapshot reports are generated for virtually every single Zacks Ranked stock. It's packed with all of the company's key stats and salient decision making information. Including the Zacks Rank, Zacks Industry Rank, Style Scores, the Price, Consensus & Surprise chart, graphical estimate analysis and how a stocks stacks up to its peers.

The detailed multi-page Analyst report does an even deeper dive on the company's vital statistics. In addition to all of the proprietary analysis in the Snapshot, the report also visually displays the four components of the Zacks Rank (Agreement, Magnitude, Upside and Surprise); provides a comprehensive overview of the company business drivers, complete with earnings and sales charts; a recap of their last earnings report; and a bulleted list of reasons to buy or sell the stock. It also includes an industry comparison table to see how your stock compares to its expanded industry, and the S&P 500.

Researching stocks has never been so easy or insightful as with the ZER Analyst and Snapshot reports.

Learn more about Zacks Equity Research reports

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Fiscal Year End for Affiliated Managers Group, Inc falls in the month of December.

All items in Millions except Per Share data.

12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Assets          
Cash & Equivalents 814 429 909 1,040 540
Receivables 368 316 419 422 417
Notes Receivable 0 0 0 0 0
Inventories 0 0 0 0 0
Other Current Assets 0 0 0 0 0
Total Current Assets 1,182 745 1,328 1,461 957
Net Property & Equipment 67 69 74 80 92
Investments & Advances 3,230 3,278 2,588 2,407 2,467
Other Non-Current Assets 0 0 0 0 0
Deferred Charges 0 0 0 0 0
Intangibles 4,336 4,525 4,656 3,710 3,834
Deposits & Other Assets 244 265 231 231 304
Total Assets 9,060 8,881 8,876 7,889 7,654
Liabilities & Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Notes Payable 0 0 0 0 0
Accounts Payable 629 778 789 712 635
Current Portion Long-Term Debt 2,538 2,535 2,490 2,312 1,794
Current Portion Capital Leases 0 0 0 0 0
Accrued Expenses 0 0 0 0 0
Income Taxes Payable 0 0 0 0 0
Other Current Liabilities 0 0 0 0 0
Total Current Liabilities 3,166 3,314 3,280 3,025 2,428
Mortgages 0 0 0 0 0
Deferred Taxes/Income 464 465 503 423 450
Convertible Debt 0 0 0 0 0
Long-Term Debt 0 0 0 0 0
Non-Current Capital Leases 0 0 0 0 0
Other Non-Current Liabilities 466 462 709 452 359
Minority Interest (Liabilities) 393 465 674 672 917
Total Liabilities 4,490 4,705 5,166 4,572 4,154
Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Preferred Stock 0 0 0 0 0
Common Stock (Par) 1 1 1 1 1
Capital Surplus 741 696 652 729 707
Retained Earnings 6,390 5,718 4,570 4,006 3,820
Other Equity 815 742 836 439 453
Treasury Stock 3,376 2,981 2,347 1,857 1,481
Total Shareholder's Equity 4,570 4,176 3,711 3,317 3,499
Total Liabilities & Shareholder's Equity 9,060 8,881 8,876 7,889 7,654
Total Common Equity 4,570 4,176 3,711 3,317 3,499
Shares Outstanding 33.80 37.60 40.60 45.30 49.20
Book Value Per Share 135.21 111.05 91.39 73.23 71.12

Fiscal Year End for Affiliated Managers Group, Inc falls in the month of December.

All items in Millions except Per Share data.

3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Assets          
Cash & Equivalents -99,999 814 999 786 833
Receivables NA 368 429 487 409
Notes Receivable NA 0 0 0 0
Inventories NA 0 0 0 0
Other Current Assets NA 0 0 0 0
Total Current Assets NA 1,182 1,428 1,273 1,241
Net Property & Equipment NA 67 64 66 67
Investments & Advances NA 3,230 2,955 2,845 2,804
Other Non-Current Assets NA 0 0 0 0
Deferred Charges NA 0 0 0 0
Intangibles NA 4,336 4,319 4,523 4,515
Deposits & Other Assets NA 244 238 260 268
Total Assets NA 9,060 9,004 8,966 8,896
Liabilities & Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Notes Payable NA 0 0 0 0
Accounts Payable NA 629 636 603 645
Current Portion Long-Term Debt NA 2,538 2,537 2,536 2,536
Current Portion Capital Leases NA 0 0 0 0
Accrued Expenses NA 0 0 0 0
Income Taxes Payable NA 0 0 0 0
Other Current Liabilities NA 0 0 0 0
Total Current Liabilities NA 3,166 3,173 3,139 3,181
Mortgages NA 0 0 0 0
Deferred Taxes/Income NA 464 452 488 476
Convertible Debt NA 0 0 0 0
Long-Term Debt NA 0 0 0 0
Non-Current Capital Leases NA 0 0 0 0
Other Non-Current Liabilities NA 482 470 486
Minority Interest (Liabilities) NA 393 432 501 533
Total Liabilities NA 4,490 4,539 4,598 4,676
Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Preferred Stock NA 0 0 0 0
Common Stock (Par) NA 1 1 1 1
Capital Surplus NA 741 722 652 564
Retained Earnings NA 6,390 6,194 5,977 5,852
Other Equity NA 815 789 809 769
Treasury Stock NA 3,376 3,242 3,071 2,967
Total Shareholder's Equity NA 4,570 4,464 4,368 4,219
Total Liabilities & Shareholder's Equity NA 9,060 9,004 8,966 8,896
Total Common Equity 0 4,570 4,464 4,368 4,219
Shares Outstanding 32.70 33.80 35.00 36.10 36.10
Book Value Per Share 0.00 135.21 127.55 121.01 116.88