Kiltearn Partners LLP Makes New Investment in Affiliated Managers Group, Inc. $AMG

Kiltearn Partners LLP purchased a new position in shares of Affiliated Managers Group, Inc. (NYSE:AMG) during the 2nd quarter, Holdings Channel reports. The institutional investor purchased 184,586 shares of the asset manager’s stock, valued at approximately $62,464,000. Affiliated Managers Group comprises about 15.2% of Kiltearn Partners LLP’s portfolio, making the stock its biggest position.

A number of other hedge funds have also recently modified their holdings of AMG. N.E.W. Advisory Services LLC purchased a new stake in shares of Affiliated Managers Group in the 2nd quarter worth $25,000. Leonteq Securities AG purchased a new position in Affiliated Managers Group during the fourth quarter valued at $30,000. Caitong International Asset Management Co. Ltd purchased a new position in Affiliated Managers Group during the fourth quarter valued at $42,000. Mitsubishi UFJ Asset Management Co. Ltd. bought a new stake in Affiliated Managers Group during the second quarter valued at about $48,000. Finally, EverSource Wealth Advisors LLC grew its holdings in Affiliated Managers Group by 45.5% during the first quarter. EverSource Wealth Advisors LLC now owns 179 shares of the asset manager’s stock valued at $50,000 after purchasing an additional 56 shares during the period. Institutional investors own 95.30% of the company’s stock.

Affiliated Managers Group Trading Up 1.0%

Shares of Affiliated Managers Group stock opened at $356.08 on Friday. The company has a market capitalization of $9.21 billion, a P/E ratio of 12.33, a P/E/G ratio of 0.50 and a beta of 1.11. The company has a debt-to-equity ratio of 0.76, a quick ratio of 1.24 and a current ratio of 1.24. The company has a fifty day moving average of $359.29 and a 200 day moving average of $320.17. Affiliated Managers Group, Inc. has a fifty-two week low of $218.21 and a fifty-two week high of $392.92.

Affiliated Managers Group (NYSE:AMG) last issued its quarterly earnings results on Thursday, July 30th. The asset manager reported $8.29 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $7.90 by $0.39. The business had revenue of $640.70 million during the quarter, compared to analyst estimates of $590.94 million. Affiliated Managers Group had a return on equity of 21.94% and a net margin of 37.72%.Affiliated Managers Group’s revenue for the quarter was up .0% compared to the same quarter last year. During the same quarter in the prior year, the business posted $5.39 EPS. On average, sell-side analysts anticipate that Affiliated Managers Group, Inc. will post 36.69 earnings per share for the current fiscal year.

Affiliated Managers Group Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, August 24th. Investors of record on Monday, August 10th will be given a dividend of $0.01 per share. The ex-dividend date is Monday, August 10th. This represents a $0.04 annualized dividend and a dividend yield of 0.0%. Affiliated Managers Group’s dividend payout ratio (DPR) is currently 0.14%.

More Affiliated Managers Group News

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

• Positive Sentiment: Value appeal remains a key catalyst. Zacks identified AMG as a top long-term value stock based on its Style Scores. The shares trade at approximately 12.3 times earnings, which may appeal to investors seeking relatively inexpensive exposure to asset management. Why Affiliated Managers Group is a Top Value Stock for the Long-Term
• Positive Sentiment: Zacks maintained a “Strong-Buy” rating while raising its FY2026 EPS forecast to $34.67 from $33.01, FY2027 to $34.57 from $34.07, and FY2028 to $39.29 from $39.22. Estimates were also increased for Q4 2026, Q3 2027, Q4 2027 and Q1 2028, signaling improved expectations for earnings growth. Zacks Research earnings estimates
• Positive Sentiment: Recent commentary emphasizes strong fundamentals. An analysis of AMG’s second quarter highlighted solid business fundamentals and potentially undervalued investment-grade bond holdings, while other coverage cited two reasons investors remain attracted to the company. AMG Q2 Analysis
• Neutral Sentiment: Forecast revisions were mixed. Zacks lowered its Q2 2028 EPS estimate to $9.03 from $9.56, partially offsetting the broader upward revisions. Its FY2026 estimate of $34.67 also remains below the broader consensus of $36.25, suggesting some analysts still expect more near-term earnings upside.

Insider Activity

In related news, CEO Jay C. Horgen sold 17,500 shares of the business’s stock in a transaction that occurred on Monday, June 8th. The stock was sold at an average price of $338.27, for a total value of $5,919,725.00. Following the transaction, the chief executive officer directly owned 204,706 shares of the company’s stock, valued at approximately $69,245,898.62. The trade was a 7.88% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Annette Franqui purchased 750 shares of the company’s stock in a transaction on Monday, June 1st. The stock was acquired at an average price of $304.88 per share, with a total value of $228,660.00. Following the completion of the purchase, the director directly owned 1,962 shares in the company, valued at $598,174.56. This trade represents a 61.88% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Company insiders own 2.90% of the company’s stock.

Analyst Ratings Changes

A number of analysts have commented on AMG shares. Zacks Research upgraded Affiliated Managers Group from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, August 4th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Affiliated Managers Group in a research report on Friday, June 26th. Barrington Research set a $425.00 price objective on Affiliated Managers Group in a research note on Friday, July 31st. Wall Street Zen raised shares of Affiliated Managers Group from a “buy” rating to a “strong-buy” rating in a report on Saturday. Finally, TD Cowen restated a “buy” rating and set a $454.00 target price on shares of Affiliated Managers Group in a research note on Wednesday, May 13th. One analyst has rated the stock with a Strong Buy rating and seven have given a Buy rating to the company. According to data from MarketBeat.com, Affiliated Managers Group has a consensus rating of “Buy” and an average target price of $370.86.

About Affiliated Managers Group

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.