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Artisan Partners Asset Management Inc. is publicly owned investment manager. It provides its services to pension and profit sharing plans, trusts, endowments, foundations, charitable organizations, government entities, private funds and non-U.S. funds, as well as mutual funds, non-U.S. funds and collective trusts. It manages separate client-focused equity and fixed income portfolios. The firm invests in the public equity and fixed income markets across the globe. It invests in growth and value stocks of companies across all market capitalization. For fixed income component of its portfolio the firm invests in non-investment grade corporate bonds and secured and unsecured loans. It employs fundamental analysis to create its portfolios. Artisan Partners Asset Management Inc. was founded in 1994 and is based in Milwaukee, Wisconsin with additional offices in Atlanta, Georgia; New York City; San Francisco, California; Leawood, Kansas; and London, United Kingdom.
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A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.
Artisan Partners Asset Management is a global investment manager offering actively managed equity and fixed-income strategies to institutions and retail clients, earning fee revenue tied to assets under management. Long-term growth drivers include distribution expansion and product diversification that could support net inflows and margins. The firm may appeal to investors for its recurring-fee business, portfolio teams and potential operating leverage as AUM grows.
Material risks include sensitivity of revenue to market moves and client redemptions, fee compression, competition for investment talent, and regulatory or execution risks investors should monitor.
Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.
| Breakdown | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
| Income before tax | 489.14M | 440.55M | 383.69M | 311.80M | 551.60M |
| Minority interest | -87.56M | -89.90M | -74.96M | -41.60M | -108.00M |
| Net income | 290.32M | 259.75M | 222.29M | 206.80M | 336.50M |
| Selling general administrative | 112.30M | 125.29M | 118.52M | 114.20M | 92.00M |
| Selling and marketing expenses | 35.18M | 25.76M | 23.62M | 24.60M | 31.70M |
| Gross profit | 547.10M | 517.68M | 445.74M | 482.90M | 664.20M |
| Reconciled depreciation | 9.38M | 9.86M | 9.07M | 7.80M | 6.93M |
| Ebit | 479.59M | 449.16M | 392.26M | 344.10M | 540.50M |
| Ebitda | 488.89M | 459.02M | 401.61M | 345.10M | 540.90M |
| Depreciation and amortization | 9.30M | 9.86M | 9.35M | 1.00M | 0.40M |
| Non operating income net other | - | - | - | - | 21.86M |
| Operating income | 399.63M | 366.63M | 303.59M | 344.10M | 540.50M |
| Other operating expenses | 797.06M | 745.17M | 671.54M | 649.20M | 686.70M |
| Interest expense | 8.55M | 8.61M | 8.57M | 9.90M | 10.80M |
| Tax provision | 111.25M | 90.90M | 68.35M | 63.40M | 107.10M |
| Interest income | 9.36M | 9.61M | 6.30M | - | - |
| Net interest income | 0.81M | 1.00M | -4.85M | -9.90M | -10.80M |
| Income tax expense | 111.25M | 90.90M | 71.89M | 63.40M | 107.10M |
| Total revenue | 1196.68M | 1111.80M | 975.13M | 993.30M | 1227.20M |
| Total operating expenses | 147.48M | 151.05M | 142.14M | 138.80M | 123.70M |
| Cost of revenue | 649.58M | 594.12M | 529.39M | 510.40M | 563.00M |
| Total other income expense net | 89.51M | 73.92M | 80.10M | -32.30M | 11.10M |
| Net income from continuing ops | 377.88M | 349.65M | 285.30M | 248.40M | 444.50M |
| Net income applicable to common shares | - | - | - | 183.95M | 336.50M |
| Breakdown | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
| Total assets | 1577.29M | 1618.76M | 1405.86M | 1313.70M | 1208.00M |
| Intangible assets | - | - | -1022.31M | - | - |
| Other current assets | - | 13.54M | 14.79M | 15.72M | 13.17M |
| Total liab | 794.87M | 868.84M | 802.10M | 899.00M | 912.00M |
| Total stockholder equity | 438.83M | 388.92M | 324.15M | 279.40M | 296.00M |
| Other current liab | 134.30M | 20.55M | 2.77M | 398.80M | 425.40M |
| Common stock | 0.81M | 0.80M | 0.80M | 0.80M | 0.79M |
| Capital stock | 0.81M | 0.80M | 0.80M | 0.80M | 0.79M |
| Retained earnings | 203.39M | 170.04M | 132.13M | 93.09M | 134.89M |
| Other liab | - | - | - | 386.34M | 464.70M |
| Good will | - | - | 436.53M | - | - |
| Other assets | 520.40M | 555.90M | 435.25M | 481.35M | 233.24M |
| Cash | 255.51M | 268.22M | 178.47M | 114.80M | 189.20M |
| Total current liabilities | 20.69M | 501.40M | 427.64M | 453.00M | 462.00M |
| Current deferred revenue | - | - | 364.05M | - | - |
| Net debt | 154.70M | 32.49M | 134.19M | 205.10M | 110.50M |
| Short term debt | 20.69M | 20.75M | 19.00M | - | - |
| Short long term debt total | 410.21M | 300.71M | 312.66M | 319.90M | 299.70M |
| Other stockholder equity | 236.33M | 220.84M | 193.72M | 188.59M | 161.63M |
| Property plant equipment | - | - | - | 149.51M | 88.60M |
| Total current assets | 420.72M | 409.41M | 307.77M | 213.40M | 305.10M |
| Long term investments | 638.28M | 670.93M | 514.62M | 453.70M | 260.20M |
| Net tangible assets | - | - | - | 262.22M | 296.00M |
| Short term investments | - | 208.79M | 150.52M | 85415.00M | 47878.00M |
| Net receivables | 165.22M | 127.65M | 114.51M | 98.60M | 115.90M |
| Long term debt | 189.14M | 199.43M | 199.27M | 199.10M | 199.40M |
| Inventory | - | - | 0.00M | -15.72M | -13.17M |
| Accounts payable | 32.40M | 139.39M | 60.82M | 54.20M | 36.60M |
| Noncontrolling interest in consolidated entity | - | - | - | - | 19.76M |
| Accumulated other comprehensive income | -1.69M | -2.76M | -2.50M | -3.08M | -1.31M |
| Common stock total equity | - | - | - | - | 0.79M |
| Retained earnings total equity | - | - | - | - | 134.89M |
| Non currrent assets other | 25.29M | 4.19M | 591.34M | 68.20M | 56.20M |
| Non current assets total | 1156.57M | 1209.35M | 1098.09M | 1100.30M | 902.90M |
| Capital lease obligations | 120.88M | 101.28M | 113.39M | 120.80M | 100.30M |
| Long term debt total | - | - | - | - | 624.87M |
| Breakdown | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
| Investments | 35.92M | -24.87M | -39.80M | -63.73M | -21.01M |
| Change to liabilities | - | - | - | 16.46M | -1.30M |
| Total cashflows from investing activities | 35.25M | -24.87M | -67.18M | -63.73M | -26.97M |
| Net borrowings | -10.00M | 0.00M | 0.00M | - | - |
| Total cash from financing activities | -182.96M | -254.22M | -270.62M | -306.40M | -335.43M |
| Change to operating activities | - | - | - | 49.32M | -33.97M |
| Net income | 377.88M | 349.65M | 202.41M | 248.38M | 444.52M |
| Change in cash | -12.71M | 89.75M | 35.22M | -57.52M | 1.32M |
| Begin period cash flow | 268.22M | 178.47M | 143.25M | 200.77M | 199.45M |
| End period cash flow | 255.51M | 268.22M | 178.47M | 143.25M | 200.77M |
| Total cash from operating activities | 171.99M | 372.84M | 377.71M | 312.61M | 398.55M |
| Issuance of capital stock | - | - | 0.00M | 0.00M | 46.93M |
| Depreciation | 9.38M | 9.86M | 9.35M | 7.80M | 6.93M |
| Other cashflows from investing activities | -60.52M | 96.27M | -377.30M | - | -3.53M |
| Dividends paid | 257.11M | 221.96M | 183.38M | -305.89M | -367.93M |
| Change to inventory | - | - | - | - | 1301.00M |
| Change to account receivables | -34.70M | -16.90M | 0.12M | 16.62M | -15.96M |
| Sale purchase of stock | - | -6.83M | -6.76M | 0.00M | -46.93M |
| Other cashflows from financing activities | 84.14M | -25.43M | -87.25M | 89.49M | 32.50M |
| Change to netincome | - | - | - | 15.22M | 38.39M |
| Capital expenditures | 0.68M | 4.75M | 8.63M | 19.56M | 5.97M |
| Change receivables | - | - | - | - | -15.96M |
| Cash flows other operating | - | - | - | - | -74.45M |
| Cash and cash equivalents changes | - | - | - | - | 36.14M |
| Change in working capital | 21.49M | 105.43M | 62.53M | 82.40M | -51.23M |
| Stock based compensation | 28.55M | 32.48M | 33.70M | 41.53M | 39.65M |
| Other non cash items | -320.46M | -168.76M | 103.42M | -96.75M | -79.35M |
| Free cash flow | 171.31M | 368.09M | 369.07M | 293.05M | 392.58M |
Sector: Financial Services Industry: Asset Management
|
Stock Name
|
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) |
|---|---|---|---|---|---|---|---|---|
| APAM Artisan Partners Asset Management Inc |
1.53 4.61% |
34.73 | 9.37 | 9.29 | 2.25 | 6.08 | 2.28 | 5.37 |
| BLK BlackRock Inc |
21.83 1.92% |
1157.88 | 26.25 | 19.57 | 6.33 | 2.90 | 6.35 | 17.13 |
| BX Blackstone Group Inc |
0.36 0.31% |
117.06 | 33.20 | 20.12 | 11.05 | 11.56 | 9.14 | 15.74 |
| IVSBF Investor AB ser. B |
0.01 0.01% |
41.67 | 4.67 | 3.83 | 3.78 | 1.13 | 4.15 | 1.68 |
| KKR KKR & Co. Inc. |
1.12 1.22% |
93.04 | 32.68 | 13.66 | 3.58 | 3.22 | 0.68 | 1.47 |
Artisan Partners Asset Management Inc. is publicly owned investment manager. It provides its services to pension and profit sharing plans, trusts, endowments, foundations, charitable organizations, government entities, private funds and non-U.S. funds, as well as mutual funds, non-U.S. funds and collective trusts. It manages separate client-focused equity and fixed income portfolios. The firm invests in the public equity and fixed income markets across the globe. It invests in growth and value stocks of companies across all market capitalization. For fixed income component of its portfolio the firm invests in non-investment grade corporate bonds and secured and unsecured loans. It employs fundamental analysis to create its portfolios. Artisan Partners Asset Management Inc. was founded in 1994 and is based in Milwaukee, Wisconsin with additional offices in Atlanta, Georgia; New York City; San Francisco, California; Leawood, Kansas; and London, United Kingdom.
875 East Wisconsin Avenue, Milwaukee, WI, United States, 53202
414 390 6100
567
| Name | Title | Year Born |
|---|---|---|
| Mr. Eric Richard Colson C.F.A., CFA | CEO & Director | 1969 |
| Mr. Jason A. Gottlieb | Pres | 1970 |
| Mr. Charles James Daley Jr., CPA | Exec. VP, CFO & Treasurer | 1963 |
| Ms. Sarah Anne Johnson | Exec. VP, Chief Legal Officer & Sec. | 1972 |
| Mr. Christopher Jon Krein | Exec. VP & Head of Global Distribution | 1972 |
| Ms. Eileen Lee Kwei | Exec. VP & Chief Admin. Officer | 1979 |
| Ms. Makela Taphorn | Director of Management Reporting & Investor Relations | NA |
| Mr. Gregory Kenneth Ramirez CPA | Exec. VP and Head of Securities & Trade Operations & Vehicle Admin. | 1971 |
| Mr. Daniel J. O'Keefe | MD and Lead Portfolio Mang. of Global Value & Select Equity Strategies | NA |
| Mr. James Stephen Hamman Jr. | Exec. VP | 1970 |
Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine is not liable for any errors or omissions in the information provided or for any actions taken in reliance on it. You should seek advice from a financial adviser, stockbroker or other professional adviser (including taxation and legal advice) as necessary before acting on this information.
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