Affiliated Managers Group, Inc. $AMG Shares Bought by Mitsubishi UFJ Trust & Banking Corp

Mitsubishi UFJ Trust & Banking Corp lifted its stake in shares of Affiliated Managers Group, Inc. (NYSE:AMG) by 20.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 24,774 shares of the asset manager’s stock after purchasing an additional 4,258 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp’s holdings in Affiliated Managers Group were worth $7,149,000 at the end of the most recent reporting period.

Other institutional investors have also bought and sold shares of the company. R Squared Ltd acquired a new position in Affiliated Managers Group during the 4th quarter valued at about $235,000. M&T Bank Corp lifted its stake in shares of Affiliated Managers Group by 28.8% in the 4th quarter. M&T Bank Corp now owns 1,646 shares of the asset manager’s stock worth $475,000 after acquiring an additional 368 shares during the period. Ashton Thomas Private Wealth LLC bought a new position in shares of Affiliated Managers Group in the fourth quarter valued at approximately $222,000. Pictet Asset Management Holding SA boosted its holdings in shares of Affiliated Managers Group by 9.5% in the fourth quarter. Pictet Asset Management Holding SA now owns 4,235 shares of the asset manager’s stock valued at $1,221,000 after acquiring an additional 367 shares in the last quarter. Finally, Inscription Capital LLC acquired a new position in shares of Affiliated Managers Group during the fourth quarter valued at approximately $227,000. Institutional investors and hedge funds own 95.30% of the company’s stock.

Insiders Place Their Bets

In other news, General Counsel Kavita Padiyar sold 2,200 shares of the business’s stock in a transaction on Monday, March 9th. The stock was sold at an average price of $278.24, for a total transaction of $612,128.00. Following the sale, the general counsel directly owned 42,672 shares of the company’s stock, valued at $11,873,057.28. The trade was a 4.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, COO Thomas M. Wojcik sold 8,000 shares of the company’s stock in a transaction on Friday, March 6th. The shares were sold at an average price of $286.30, for a total value of $2,290,400.00. Following the sale, the chief operating officer directly owned 159,465 shares of the company’s stock, valued at approximately $45,654,829.50. This represents a 4.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 4.20% of the company’s stock.

Key Headlines Impacting Affiliated Managers Group

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

• Positive Sentiment: Q1 beat — AMG reported economic EPS of $8.23 vs. consensus $8.10 and revenue growth of ~9.7% YoY; margins and return on equity were strong, which supports higher recurring fee revenue. AMG’s Q1 Earnings Beat on Higher Revenues & Record AUM, Shares Rise
• Positive Sentiment: Record AUM and strong flows — AUM reached a record (reported near $882B) with net inflows of about $22.2B, signaling durable client demand that should support fee revenue. Affiliated Managers Reports Record AUM and Strong Q1 2026
• Neutral Sentiment: Company materials & call — The press release, slide deck and conference call are available (useful for detail on segment trends, margin drivers and capital allocation plans). Investors will want to review management’s commentary for forward outlook. View Press Release / Slide Deck
• Neutral Sentiment: Analyst attention — Zacks and other outlets highlighted AMG as a momentum/value candidate after the beat; follow-up analyst notes may drive intraday moves. AMG Surpasses Q1 Earnings and Revenue Estimates
• Negative Sentiment: GAAP vs economic EPS divergence — Management reported diluted GAAP EPS of $3.84 alongside Economic EPS of $8.23; some investors may focus on the lower GAAP number or one-time items, tempering enthusiasm. AMG Reports Financial and Operating Results for Q1 2026
• Negative Sentiment: Short-term profit-taking / intraday reversal — Reports noted a premarket rise after the beat; subsequent intraday selling and above-average volume suggest some investors took profits, contributing to the share decline. AMG’s Q1 Earnings Beat on Higher Revenues & Record AUM, Shares Rise

Wall Street Analyst Weigh In

Several equities research analysts recently commented on the company. Wall Street Zen cut Affiliated Managers Group from a “strong-buy” rating to a “buy” rating in a report on Saturday, April 4th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Affiliated Managers Group in a research note on Wednesday, January 21st. TD Cowen reissued a “buy” rating on shares of Affiliated Managers Group in a research note on Thursday, April 9th. Deutsche Bank Aktiengesellschaft set a $408.00 price objective on Affiliated Managers Group and gave the company a “buy” rating in a report on Friday, February 13th. Finally, Barrington Research reaffirmed an “outperform” rating and set a $365.00 target price on shares of Affiliated Managers Group in a research note on Monday, April 27th. Seven equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat.com, Affiliated Managers Group presently has an average rating of “Moderate Buy” and an average price target of $360.14.

Affiliated Managers Group Stock Down 1.5%

NYSE AMG opened at $290.13 on Friday. Affiliated Managers Group, Inc. has a 12 month low of $169.00 and a 12 month high of $334.78. The company has a market capitalization of $7.70 billion, a P/E ratio of 11.74, a PEG ratio of 0.49 and a beta of 1.14. The company’s 50 day simple moving average is $287.02 and its 200 day simple moving average is $283.91. The company has a debt-to-equity ratio of 0.64, a current ratio of 1.34 and a quick ratio of 1.34.

Affiliated Managers Group (NYSE:AMG) last posted its quarterly earnings results on Friday, May 1st. The asset manager reported $8.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $8.10 by $0.13. The firm had revenue of $544.90 million for the quarter, compared to analyst estimates of $544.01 million. Affiliated Managers Group had a net margin of 34.55% and a return on equity of 18.45%. The firm’s quarterly revenue was up 9.7% compared to the same quarter last year. During the same quarter in the previous year, the business posted $5.37 earnings per share. Equities research analysts expect that Affiliated Managers Group, Inc. will post 32.95 earnings per share for the current fiscal year.

Affiliated Managers Group Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, May 26th. Investors of record on Monday, May 11th will be issued a $0.01 dividend. This represents a $0.04 dividend on an annualized basis and a dividend yield of 0.0%. The ex-dividend date is Monday, May 11th. Affiliated Managers Group’s payout ratio is presently 0.17%.

Affiliated Managers Group Company 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.