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MGMGR

Affiliated Managers Group, Inc.

$MGR·$5.9B·Investment - Banking & Investment Services·Financial Services
$20.26+0.4%
Mentions · last 7 days
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Price updated 14m ago
MGMGR
$MGRAffiliated Managers Group, Inc.
$20.26+0.45%0 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $MGR, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

MGR is the AMG-affiliated-notes-issue at 19%-of-range — reflects AMG Q2 EPS +5% surprise plus multi-quarter beat streak plus stable investment-management franchise is the substance.

MGR is a specific US-listed Affiliated Managers Group notes issue — AMG operates as a strategic partner and long-term investor in independent investment firms globally. Flat today, YTD n/a, t12m n/a, sitting at just the 19th percentile of the 52-week range on a Q2-beat-plus-notes tape.

Where it stands (AMG common fundamentals):

  • The business is executing on scale-plus-margin: reported quarters at $528M-$832M revenue with 2-68% YoY change (Q1 +68% is accounting-mix), gross margin 51-83%, operating margin 9-39%, and EPS printing $7.47, $11.21, $4.12, $7.04 — the specific pattern of an investment-management franchise where multi-fund performance drives quarterly cadence.
  • The valuation is undemanding: TTM P/E of 12, forward P/E on common FY26 EPS estimates of $33.71 rising to FY27 $38.63 and FY28 $46.17 (n=3-4 analysts). Price-to-sales of 3.8, EV/EBITDA of 7.3, ROE 27.0%, and 8.7% FCF yield describe a specific value-plus-quality setup on the underlying AMG common. D/E 0.99 is moderate.
  • The 4-quarter earnings-beat streak is uniformly constructive: EPS $8.29 vs $7.90 (+5%), $8.23 vs $8.08 (+2%), $9.48 vs $8.86 (+7%), $6.44 vs $5.89 (+9%) — consensus consistently below the print.

Nov 9 Q3 earnings needs continued AMG-affiliate performance-plus-flow growth plus dated commentary on the FY27 EPS trajectory and capital-return plan to trigger the coiling tape; a specific fund-outflow or a further affiliate-margin disclosure would take the stock back toward recent lows.

What to watch: Nov 9 Q3 earnings — good = continued AMG-affiliate performance-plus-flow growth with dated commentary on the FY27 EPS trajectory and capital-return plan; bad = a specific fund-outflow or a further affiliate-margin disclosure, which takes the stock back toward recent lows.

On the calendar: 2026-11-09 — Q3 earnings

Read the AI verdict + X sentiment for $MGR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Affiliated Managers Group, Inc. is a strategic partner and long-term investor in independent investment firms globally. It focuses on generating long-term value by investing in a diverse array of high-quality independent partner-owned firms, through a proven partnership approach. The company was founded by William J. Nutt in December 1993 and is headquartered in West Palm Beach, FL.

Industry overviewAI analysisGenerated by AI from underlying data

Where Investment - Banking & Investment Services sits in its cycle right now — and what that implies for $MGR.

Investment - Banking & Investment Services · Financial Services

No material change from last week — high ADV benefits the automated electronic broker while the SEC's removal of the $25K PDT rule expands the addressable retail trader population.

Industry benchmark

5-name peer basket
+9.7%YTD
+15.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
11.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
30.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
8.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
26.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
79.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$8.29$7.90+4.9%
Q1 2026May 1, 2026$8.23$8.08+1.9%
Q4 2025Feb 12, 2026$9.48$8.86+7.0%
Q3 2025Nov 3, 2025$6.44$5.89+9.3%
Next earningsMon, Nov 9·consensus EPS $8.22

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$640.7M+29.9%50.7%33.9%$7.04$0
Q1 FY26$832.0M+67.5%65.5%9.4%$4.12$295.5M
Q4 FY25$800.4M+52.7%83.3%38.5%$11.21$265.4M
Q3 FY25$528.0M+2.2%52.0%33.0%$7.47$298.1M

Forward consensus

4-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.3B$2.2B – $2.5B$33.71$26.75 – $49.034
FY27$2.5B$2.4B – $2.7B$38.63$31.72 – $52.113
FY28$2.8B$2.7B – $3.0B$46.17$38.05 – $58.341
FY29$2.3B$2.2B – $2.4B$48.11$45.75 – $52.012

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.19%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+0.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-3.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 285.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.455-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3/ANew insider — initial holdingsJun 263/A
8-KMaterial agreementJun 98-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
8-KShareholder voteMay 288-K — Item 5.07: Shareholder vote
3New insider — initial holdingsApr 243
3New insider — initial holdingsApr 63
8-KOfficer or director changeFeb 268-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
8-KOfficer or director changeFeb 128-K — Item 5.02: Officer or director change
+ 15 other (5 13Gs · 3 8-Ks · 2 13F-NTs · 2 proxys) in window

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Voices on X · last 7 days

No standout posts about $MGR on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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