Skip to main content
AMGAffiliated Managers Group, Inc.Hold6.3·$336.62-0.06%
Open full analysis

Affiliated Managers Group, Inc. (AMG) Stock Analysis

HoldModerate Confidence

Financial Services · Asset Management

Hold if already holding. Not a fresh buy at $336.62, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (0.4% away).

AMG is a strategic partner to independent investment management firms (Affiliates), holding equity stakes generating structured revenue shares from firms managing ~$813B in AUM across alternatives, liquid alternatives, and differentiated long-only strategies globally. AMG does... Read more

$336.62+0.5% A.UpsideScore 6.3/10#13 of 109 Asset Management
QualityF-score9 / 9FCF yield2.67%
IncomeYield0.01%(5y avg 0.02%)Payout0.16%sustainable
Stop $316.82Target $338.17(resistance)A.R:R -0.1:1
Analyst target$381.00+13.2%7 analysts
$338.17our TP
$336.62price
$381.00mean
$300
$454

Hold if already holding. Not a fresh buy at $336.62, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (0.4% away). Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Score 6.3/10, moderate confidence.

Passes 6/8 gates (positive momentum, clean insider activity, news events none recent, earnings proximity 51d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-06-09
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Thu, Jul 30, 202651d to earnings· next earnings call

Thesis

Rewards
Sector modifier (Financial Services): +1.0
Strong earnings beat streak (3/4)
Strong growth profile
Risks
Analyst target reached - limited upside remaining
Near 52-week high (0.4% away)
Overbought (RSI 84)

Key Metrics

P/E (TTM)13.8
P/E (Fwd)8.6
Mkt Cap$8.9B
EV/EBITDA23.3
Profit Mgn35.5%
ROE21.8%
Rev Growth9.7%
Beta1.14
Dividend0.01%
Rating analysts10

Quality Signals

Piotroski F9/9MoatNarrow

Options Flow

P/C1.32bearish
IV56%elevated

Material Events(8-K, last 90d)

  • 2026-02-26Item 5.02LOW
    G. Staley Cates (former Vice Chairman of Southeastern Asset Management) appointed as independent director effective April 1, 2026. Routine board appointment.
    SEC filing →
  • 2026-02-12Item 5.02MEDIUM
    Thomas M. Wojcik (President & Chief Operating Officer) stepping down effective March 6, 2026. Responsibilities distributed to other members of the senior leadership team. No named successor for the President/COO role.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

Show full disclosure ▾

About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.

Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.

No paid promotion. TrendMatrix does not accept payment from any issuer, broker, or third party in exchange for coverage of any security. Our sole compensation is subscription revenue.

No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.

Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 floor-breaker

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Bollinger
0.0
Support Resistance
1.6
52w Position
9.5
GatesA.R:R -0.1=NEGATIVEExecutive change: officer departure/appointmentMomentum 8.3>=5.5Insider activity: OKNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 51d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Moderate
RSI
84 · Overbought
20D MA 50D MA 200D MAGOLDEN CROSSSupport $291.25Resistance $345.07

Price Targets

$317
$338
A.Upside+0.5%
A.R:R-0.1:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! Target reached (-1.5% upside)
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-07-30 (51d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is AMG stock a buy right now?

Hold if already holding. Not a fresh buy at $336.62, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (0.4% away). Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Target $338.17 (+0.5%), stop $316.82 (−6.2%), A.R:R -0.1:1. Score 6.3/10, moderate confidence.

What is the AMG stock price target?

Take-profit target: $338.17 (+0.5% upside). Target $338.17 (+0.5%), stop $316.82 (−6.2%), A.R:R -0.1:1. Stop-loss: $316.82.

What are the risks of investing in AMG?

Analyst target reached - limited upside remaining; Near 52-week high (0.4% away); Overbought (RSI 84).

Is AMG overvalued or undervalued?

Affiliated Managers Group, Inc. trades at a P/E of 13.8 (forward 8.6). TrendMatrix value score: 6.2/10. Verdict: Hold.

What do analysts say about AMG?

10 analysts cover AMG with a consensus score of 4.3/5. Average price target: $381.

What does Affiliated Managers Group, Inc. do?AMG is a strategic partner to independent investment management firms (Affiliates), holding equity stakes generating...

AMG is a strategic partner to independent investment management firms (Affiliates), holding equity stakes generating structured revenue shares from firms managing ~$813B in AUM across alternatives, liquid alternatives, and differentiated long-only strategies globally. AMG does not directly manage assets; its earnings depend on Affiliate performance and fee levels.

Related stocks: ETG (Eaton Vance Tax-Advantaged Glob) · AOD (Aberdeen Total Dynamic Dividend) · GAM (General American Investors, Inc) · SII (Sprott Inc.) · OTF (Blue Owl Technology Finance Cor)
Home Stocks AMG

Latest news

Latest News

MarketBeat41d ago
Yahoo Finance41d ago
TradingView41d agoEarnings
UBND thành phố Hải Phòng48d ago
Seeking Alpha49d ago
TipRanks21d agoEarnings
MarketBeat27d agoAnalyst
Yahoo Finance27d ago
MarketBeat28d ago
Investing.com34d ago
TradingView42d ago
DuPont REGISTRY50d ago
Yahoo Finance21d ago
MarketBeat22d ago
Sahm28d ago
StockStory41d agoEarnings
GlobeNewswire47d agoEarnings
MarketBeat47d ago
Investing.com UK26d agoMerger Acquisition
Investing.com Canada26d agoMerger Acquisition
Loading more...