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Last update at 2025-05-19T18:48:00Z
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Affiliated Managers Group First Quarter 2025 Earnings: EPS Misses Expectations
Tue 13 May 25, 12:52 PMAffiliated Managers Group Inc (AMG) Q1 2025 Earnings Call Highlights: Record Inflows and ...
Fri 09 May 25, 07:36 AMQ1 2025 Affiliated Managers Group Inc Earnings Call
Fri 09 May 25, 06:23 AMAMG Q1 Earnings Beat Estimates as AUM Increases, Stock Up
Thu 08 May 25, 12:56 PMAffiliated Managers Group (AMG) Q1 Earnings Top Estimates
Thu 08 May 25, 12:55 PMAMG Reports Financial and Operating Results for the First Quarter of 2025
Thu 08 May 25, 10:50 AMAMG and Qualitas Energy Announce Partnership
Thu 08 May 25, 10:45 AMMonroe Capital (MRCC) Q1 Earnings and Revenues Lag Estimates
Wed 07 May 25, 09:35 PMPeppertree Capital Management to Be Acquired by TPG
Tue 06 May 25, 08:31 PMAffiliated Managers Set to Report Q1 Earnings: What's in the Cards?
Tue 06 May 25, 01:05 PM| Breakdown | 2022-12-31 | 2021-12-31 | 2020-12-31 | 2019-12-31 | 2018-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2022-12-31 | 2021-12-31 | 2020-12-31 | 2019-12-31 | 2018-12-31 |
| Income before tax | 1746.40M | 1141.00M | 508.00M | 308.00M | 713.60M |
| Minority interest | -242.20000M | -324.40000M | 224.80M | 289.40M | 288.70M |
| Net income | 1388.10M | 890.00M | 427.00M | 305.10M | 532.30M |
| Selling general administrative | 1457.00M | 1394.20M | 321.00M | 376.80M | 417.70M |
| Selling and marketing expenses | - | - | - | - | - |
| Gross profit | 1258.10M | 2412.00M | 2027.00M | 1296.60M | 1391.20M |
| Reconciled depreciation | 67.40M | 52.30M | 159.60M | 165.80M | 136.80M |
| Ebit | 1860.80M | 1252.00M | 416.00M | 384.20M | 794.20M |
| Ebitda | 1912.40M | 1287.00M | 556.00M | 405.50M | 816.20M |
| Depreciation and amortization | 51.60M | 35.00M | 140.00M | 21.30M | 22.00M |
| Non operating income net other | 980.00M | 242.50M | -43.40000M | -338.00000M | -0.20000M |
| Operating income | 1860.80M | 1252.00M | 416.00M | 384.20M | 794.20M |
| Other operating expenses | 385.50M | 347.00M | 321.00M | 376.80M | 417.70M |
| Interest expense | 114.40M | 111.00M | -92.00000M | 76.20M | 80.60M |
| Tax provision | 358.30M | 251.00M | 81.40M | 2.90M | 181.30M |
| Interest income | 334.00M | 248.70M | 101.60M | 389.00M | 53.40M |
| Net interest income | -114.40000M | -111.40000M | -92.30000M | -76.20000M | -80.60000M |
| Extraordinary items | - | - | - | - | - |
| Non recurring | 114.40M | 111.40M | 92.30M | -76.20000M | -80.60000M |
| Other items | - | - | - | - | - |
| Income tax expense | 358.30M | 251.00M | 81.00M | 2.90M | 181.30M |
| Total revenue | 2329.60M | 2412.00M | 2027.00M | 2239.60M | 2378.40M |
| Total operating expenses | 385.50M | 347.00M | 321.00M | 376.80M | 417.70M |
| Cost of revenue | 1071.50M | 1047.10M | 883.70M | 943.00M | 987.20M |
| Total other income expense net | -114.40000M | -111.00000M | 92.00M | -76.20000M | -80.60000M |
| Discontinued operations | - | - | - | - | - |
| Net income from continuing ops | 1388.10M | 890.10M | 427.00M | 305.10M | 532.30M |
| Net income applicable to common shares | 1145.90M | 565.70M | 202.20M | 15.70M | 243.60M |
| Preferred stock and other adjustments | - | - | - | - | - |
| Breakdown | 2023-12-31 | 2022-12-31 | 2021-12-31 | 2020-12-31 | 2019-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2023-12-31 | 2022-12-31 | 2021-12-31 | 2020-12-31 | 2019-12-31 |
| Total assets | 9059.60M | 7470.30M | 8201.00M | 3779.00M | 3282.00M |
| Intangible assets | 1812.40M | 1876.00M | 1966.40M | 1048.80M | 1182.00M |
| Earning assets | - | - | - | - | - |
| Other current assets | -1648.90000M | 0.50M | 0.90M | -495.00000M | 38.90M |
| Total liab | 4096.10M | 4240.00M | 4491.00M | 3900.00M | 3237.00M |
| Total stockholder equity | 3587.90M | 3230.30M | 3710.00M | 2779.00M | 2937.00M |
| Deferred long term liab | - | 464.70M | 503.20M | 423.40M | 450.20M |
| Other current liab | 348.40M | -464.70000M | 789.10M | -1599.60000M | 184.90M |
| Common stock | 0.60M | 0.60M | 0.60M | 0.60M | 0.60M |
| Capital stock | 0.60M | 0.60M | 0.60M | 0.60M | 0.60M |
| Retained earnings | 6389.60M | 5718.20M | 4569.00M | 4005.00M | 3819.00M |
| Other liab | - | 867.40M | 2001.50M | 1588.00M | 751.60M |
| Good will | 2523.60M | 2648.70M | 2689.00M | 2661.00M | 2651.00M |
| Other assets | 5.90M | 265.20M | 1397.00M | 1117.00M | 224.20M |
| Cash | 813.60M | 429.20M | 908.00M | 1039.00M | 539.00M |
| Cash and equivalents | - | 429.20M | 908.50M | 1039.70M | 539.60M |
| Total current liabilities | 410.70M | 464.70M | 2490.00M | 2735.00M | 450.00M |
| Current deferred revenue | - | 464.70M | - | 423.00M | 450.00M |
| Net debt | 1723.90M | -429.20000M | 1582.00M | 1273.00M | 1254.00M |
| Short term debt | 39.10M | 0.00000M | 2490.00M | 2312.00M | 449.70M |
| Short long term debt | - | - | - | - | 449.70M |
| Short long term debt total | 2537.50M | 2535.30M | 2490.00M | 2312.00M | 1793.00M |
| Other stockholder equity | -2634.70000M | -2285.10000M | -772.60000M | -1128.60000M | -774.60000M |
| Property plant equipment | - | 68.50M | 73.90M | 79.60M | 92.30M |
| Total current assets | 1643.00M | 1462.10M | 1405.00M | 1039.00M | 539.00M |
| Long term investments | 2769.40M | 2561.10M | 2509.60M | 2332.00M | 2407.40M |
| Net tangible assets | - | -829.00000M | -1869.20000M | -259.00000M | 20.50M |
| Short term investments | 461.00M | 716.90M | 78.00M | 74.00M | 59.40M |
| Net receivables | 368.40M | 316.00M | 419.00M | 421.00M | 417.10M |
| Long term debt | 2537.50M | 2535.30M | 2490.40M | 2312.10M | 1793.80M |
| Inventory | 1648.90M | - | - | - | - |
| Accounts payable | - | 778.30M | 789.10M | 712.40M | 634.60M |
| Total permanent equity | - | - | - | - | - |
| Noncontrolling interest in consolidated entity | - | 945.30M | 924.20M | 537.60M | 561.60M |
| Temporary equity redeemable noncontrolling interests | - | - | - | - | - |
| Accumulated other comprehensive income | -167.60000M | -203.40000M | -87.00000M | -98.00000M | -108.00000M |
| Additional paid in capital | - | - | - | - | - |
| Common stock total equity | - | 0.60M | 0.60M | 0.60M | 0.60M |
| Preferred stock total equity | - | - | - | - | - |
| Retained earnings total equity | - | 5718.20M | 4569.50M | 4005.50M | 3819.80M |
| Treasury stock | - | -2980.60000M | -2347.40000M | -1857.00000M | -1481.30000M |
| Accumulated amortization | - | - | - | - | - |
| Non currrent assets other | 238.00M | -200.10000M | -272.10000M | -2497.00000M | -2645.80000M |
| Deferred long term asset charges | - | - | - | - | - |
| Non current assets total | 7410.70M | 5743.00M | 5399.00M | 2740.00M | 2743.00M |
| Capital lease obligations | - | - | - | - | - |
| Long term debt total | - | 2535.30M | 2490.40M | 2312.10M | 1793.80M |
| Breakdown | 2022-12-31 | 2021-12-31 | 2020-12-31 | 2019-12-31 | 2018-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2022-12-31 | 2021-12-31 | 2020-12-31 | 2019-12-31 | 2018-12-31 |
| Investments | -322.90000M | -579.70000M | -45.20000M | -14.80000M | 0.50M |
| Change to liabilities | 9.90M | 64.50M | -64.20000M | -56.10000M | -6.80000M |
| Total cashflows from investing activities | -109.90000M | -583.70000M | -53.70000M | -24.40000M | -18.20000M |
| Net borrowings | -60.80000M | 167.00M | 524.80M | -39.30000M | -30.60000M |
| Total cash from financing activities | -1402.90000M | -798.00000M | -455.00000M | -934.70000M | -983.10000M |
| Change to operating activities | 41.60M | 23.80M | 73.10M | -51.40000M | -11.70000M |
| Net income | 1388.10M | 890.00M | 427.00M | 305.10M | 532.30M |
| Change in cash | -478.80000M | -131.00000M | 500.00M | -25.90000M | 126.00M |
| Begin period cash flow | 908.00M | 1039.00M | 539.00M | 565.50M | 439.50M |
| End period cash flow | 429.20M | 908.00M | 1039.00M | 539.60M | 565.50M |
| Total cash from operating activities | 1056.60M | 1250.80M | -1695.00000M | 484.20M | 800.10M |
| Issuance of capital stock | 15.20M | 117.70M | - | - | 9.70M |
| Depreciation | 51.60M | 35.00M | 140.00M | 144.50M | 114.80M |
| Other cashflows from investing activities | 224.40M | 4.40M | 2.20M | 4.60M | 3.20M |
| Dividends paid | -1.60000M | -1.00000M | -16.00000M | -65.30000M | 64.40M |
| Change to inventory | - | - | - | - | - |
| Change to account receivables | 87.00M | 1.10M | 1.00M | -15.80000M | 14.40M |
| Sale purchase of stock | -713.80000M | -595.00000M | -335.00000M | -356.10000M | -505.80000M |
| Other cashflows from financing activities | -626.70000M | -169.00000M | 246.00M | -513.30000M | -422.60000M |
| Change to netincome | -422.90000M | 357.10M | 304.00M | 516.90M | 515.70M |
| Capital expenditures | 11.40M | 8.00M | 8.00M | 9.60M | 18.70M |
| Change receivables | 87.00M | 31.70M | 1.10M | -15.80000M | 14.40M |
| Cash flows other operating | -23.20000M | -100.80000M | 322.30M | 157.70M | 63.00M |
| Exchange rate changes | - | - | - | - | -10.10000M |
| Cash and cash equivalents changes | -458.10000M | -122.80000M | 500.20M | -30.00000M | 129.20M |
| Change in working capital | -1585.50000M | 611.00M | -1695.00000M | -123.30000M | -4.10000M |
| Stock based compensation | 113.80M | 126.00M | 119.00M | 90.40M | 101.10M |
| Other non cash items | -685.10000M | -1753.00000M | 983.00M | -484.20000M | -800.10000M |
| Free cash flow | 1045.20M | 1242.80M | -1703.00000M | 474.60M | 781.40M |
Sector: Financial Services Industry: Asset Management
| Company | Change (USD) | Price (USD) | Trailing PE (x) | Forward PE (x) | Price Sales TTM (x) | Price to Book Value (x) | Enterprise Value to Revenue (x) | Enterprise Value to EBITDA (x) |
|---|---|---|---|---|---|---|---|---|
| AMG Affiliated Managers Group Inc |
-0.86 0.47% | 182.57 | 11.99 | 7.80 | 2.77 | 1.68 | 3.52 | 6.48 |
| BX Blackstone Group Inc |
-1.34 0.91% | 145.36 | 44.45 | 29.85 | 14.38 | 14.06 | 11.73 | |
| BLK BlackRock Inc |
0.57 0.06% | 990.28 | 23.92 | 21.23 | 8.04 | 3.78 | 7.54 | 16.86 |
| APO Apollo Global Management LLC Class A |
-1.425 0.99% | 142.41 | 18.23 | 20.92 | 3.08 | 6.11 | 2.73 | 14.76 |
| IVSXF Investor AB (publ) |
- -% | 30.20 | 20.83 | - | 0.88 | 1.11 | 10.01 | 1.68 |
Affiliated Managers Group, Inc., through its affiliates, operates as an investment management company providing investment management services to mutual funds, institutional clients,retails and high net worth individuals in the United States. It provides advisory or sub-advisory services to mutual funds. These funds are distributed to retail, high net worth and institutional clients directly and through intermediaries, including independent investment advisors, retirement plan sponsors, broker-dealers, major fund marketplaces, and bank trust departments. The company also offers investment products in various investment styles in the institutional distribution channel, including small, small/mid, mid, and large capitalization value and growth equity, and emerging markets. In addition, it offers quantitative, alternative, and fixed income products, and manages assets for foundations and endowments, defined benefit, and defined contribution plans for corporations and municipalities. Affiliated Managers Group provides investment management or customized investment counseling and fiduciary services. Affiliated Managers Group, Inc. was formed in 1993 and is based in West Palm Beach, Florida with additional offices in Prides Crossing, Massachusetts; Stamford, Connecticut; London, United Kingdom; Dubai, United Arab Emirates; Sydney, Australia; Hong Kong; Tokyo, Japan, Zurich, Switzerland and Delaware.
777 South Flagler Drive, West Palm Beach, FL, United States, 33401
| Name | Title | Year Born |
|---|---|---|
| Mr. Jay C. Horgen | CEO, Pres & Director | 1971 |
| Mr. Thomas M. Wojcik | Chief Financial Officer | 1981 |
| Mr. David M. Billings | Gen. Counsel & Sec. | 1963 |
| Mr. Rizwan M. Jamal | Head of Affiliate Investments | 1975 |
| Mr. John R. Erickson | Co-Head of Affiliate Engagement | 1971 |
| Mr. Aaron M. Galis | MD & Chief Accounting Officer | NA |
| Mr. Stephen T. Pruell | MD & Chief Information Officer | NA |
| Ms. Alexandra K. Lynn | Chief Admin. Officer | NA |
| Ms. Anjali Aggarwal | Managing Director of Investor Relations | NA |
| Ms. Pam Price | Director of HR | NA |
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