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MGMGRD

Affiliated Managers Group, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 33% YoY at strong marginsCoiling in a constructive baseQuiet on X (0 mentions/wk)
$MGRD·$9.4B·Asset Management·Financial Services
$14.54+0.5%YTD-6.2%1Y-13.8%
Price updated 4m ago·X counts updated 4d ago
MGMGRD
$MGRDAffiliated Managers Group, Inc.
$14.54+0.52%0 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $MGRD on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

0X posts · last 7 days
Aug 31Sep 13

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $MGRD — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-17

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

AMG at 4.6% of 52w — Q2 rev +33% YoY, 30% op margin, defensive-value asset manager setup.

Affiliated Managers Group is the diversified investment-management franchise down 6.2% YTD and 14% over 12 months at 4.6% of 52w. Q2 revenue grew 32.9% YoY to $655M at 97% gross margin. FY27 EPS estimate $38.63 signals real earnings power ahead.

  • Business compounds: Q2 revenue grew 32.9% YoY to $655M at 97% gross margin and 30% op margin — real asset-management-holding scaling on $9.38B mcap with 27% ROE.
  • Valuation cheap: 11.77x P/E and 3.83x sales with 8.7% FCF yield — attractive for a compounder with 6% ROIC and beta 1.18.
  • Jul 30 Q2 press release + 32.9% growth trajectory + Q4 2025 52.7% growth base + $33.71 FY26 EPS estimate — real earnings-power inflection at 4.6% of 52w.

Nov 9: EPS above $8.22 and AUM / boutique-manager commentary breaks the coil; a fee-decel cools 4.6%-of-52w.

What to watch: The Nov 9 Q3 print — EPS above $8.22 and AUM/boutique-manager commentary. A fee-decel is what cools 4.6%-of-52w.

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

earnings within 60ddeep value asset managerhigh op margin

Read the AI verdict on $MGRD

  • 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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

Preferred shares of Affiliated Managers Group, an asset management holding company with stakes in 35+ boutique investment firms.

Industry overviewAI analysisGenerated by AI from underlying data

Where Asset Management sits in its cycle right now — and what that implies for $MGRD.

Asset Management · Financial Services

Alternative asset managers (private credit, infrastructure, real estate) continue gaining institutional AUM as yield-seeking persists; Innventure faces multiple securities fraud class actions with Oct 27 deadline, dominating this week's industry news. Strive's SATA passed $1B notional outstanding in its Bitcoin-accumulation preferred structure.

What this means for $MGRD

Neutral — Preferred shares of AMG asset management holding company; income security with limited participation in AUM growth upside versus AMG common equity.

Top industry ETF

$IAIiShares U.S. Broker-Dealers & Securities Exchanges ETF
+0.6%YTD
+3.1%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$6.10$5.89+3.6%
Next earningsMon, Nov 9·consensus EPS $8.22

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$655.3M+32.9%97.1%31.9%$7.05$0
Q1 FY26$544.9M+9.7%81.0%14.2%$4.12$299.5M
Q4 FY25$800.4M+52.7%83.3%38.5%$12.53$265.4M
Q3 FY25$528.0M+2.2%52.0%31.3%$7.47$275.9M

Forward consensus

4-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.3B$2.3B – $2.3B$33.71$33.71 – $33.711
FY27$2.5B$2.5B – $2.5B$38.63$38.63 – $38.631
FY28$2.8B$2.8B – $2.8B$46.17$46.17 – $46.171
FY29$2.5B$2.5B – $2.5B$48.11$48.11 – $48.111

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.0.8×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.5%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.-2.4%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.-4.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 25.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.1% 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.β1.185-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.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 8Jay C. HorgenCEO17.5K sh$5.9MSellMay 8Matos Rodriguez Felix V.Director1.0K sh$300KSellMay 6Ryan David ChristopherDirector3.4K sh$1.0MBuyMay 6Cates G. StaleyDirector1.5K sh$459K
+ 15 other (7 awards · 6 exempts · 2 inkinds) in window

See when $MGRD insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

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
AI summary

Affiliated Managers Group (AMG/MGRD) filed a Form 3/A for Kavita Padiyar to add inadvertently omitted RSUs: 2,751 units vesting 1,261/795/498/197 annually from March 2027 to 2030. This is the MGRD share class version of the same administrative correction filed across all four AMG share classes.

8-KMaterial agreementJun 98-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Affiliated Managers Group (AMG/MGRD) entered into the same Fourth Amended and Restated Credit Agreement on June 9, 2026: $1.25B senior unsecured multicurrency revolver maturing June 9, 2031, upsizable by $750M, with Bank of America. This 8-K is filed for the MGRD share class, the fourth AMG share class filing the same credit facility announcement.

8-KShareholder voteMay 288-K — Item 5.07: Shareholder vote
3New insider — initial holdingsApr 243
3New insider — initial holdingsApr 63
+ 14 other (4 13Gs · 2 13F-NTs · 2 10-Qs · 2 8-Ks) in window

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Voices on X · last 7 days

No standout posts about $MGRD 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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