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Affiliated Managers Group, Inc. (AMG) Stock Analysis

Range Bound setup

Buy WaitVALUE-TRAP 1/5Moderate Confidence

Financial Services · Asset Management

Earnings in 0 days (2026-05-01). Expect elevated volatility around the report — consider waiting for post-earnings price action before new entries.

Wait for pullback to $276.30. At $292.72 the A.R:R is 0.9:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $276.30 (Ma50 Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum.

Affiliated Managers Group is a strategic holding company with meaningful equity interests in independent investment management firms (Affiliates), spanning alternatives and differentiated long-only strategies globally. Revenue is derived from structured participations in... Read more

$292.72+13.3% A.UpsideScore 5.8/10#38 of 109 Asset Management
Entry $276.30(Ma50 Sticky)Stop $255.46Target $326.37(analyst − 13%)A.R:R 0.9:1Setup A.R:R 1.9:1
Analyst target$375.14+28.2%7 analysts
$326.37our TP
$292.72price
$375.14mean
$463

Wait for pullback to $276.30. At $292.72 the A.R:R is 0.9:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $276.30 (Ma50 Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Chart setup: RSI 56 mid-range, Bollinger mid-band. Earnings in 0 days. Wait until post-earnings. Score 5.8/10, moderate confidence.

Passes 5/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, semi cycle peak clear). Fails on favorable risk/reward ratio and earnings proximity 0d<=7d. Suitability: moderate.

Val6.9Qual6.5Grw7.0Mom5.1Sent7.2Ins3.8Peer4.6Tech4.9Risk6.15.8OVERALL

Thesis

Rewards
No bull case signals
Risks
No bear case signals

Key Metrics

P/E (TTM)12.7
P/E (Fwd)7.7
Mkt Cap$7.7B
EV/EBITDA19.2
Profit Mgn34.5%
ROE19.9%
Rev Growth6.2%
Beta1.20
Dividend0.01%
Rating analysts10

Quality Signals

Piotroski F9/9

Options Flow

P/C0.32bullish
IV59%elevated
Max Pain$260-11.2% vs spot

Material Events(8-K, last 90d)

  • 2026-02-12Item 5.02MEDIUM
    Thomas M. Wojcik stepping down as President and Chief Operating Officer effective March 6, 2026. Responsibilities will be allocated to other members of the senior leadership team. No successor named. No reason cited beyond departure. Cash payments totaling $5,025,000 in 2026 subject to separation agreement.
    SEC filing →
  • 2026-02-26Item 5.02LOW
    G. Staley Cates appointed as independent director effective April 1, 2026. Cates served as Vice Chairman of Southeastern Asset Management from 2015-2024 and as President from 1989-2015. No committee assignments disclosed.
    SEC filing →

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

Rating Breakdown

1 floor-breaker

No near-term catalyst priced in. Thesis progression will come from fundamentals grinding, not event reaction.static

Surprise Avg
0.0
Dividend
2.0
Earnings History
3.3
Erm
5.0
Earnings Timing
5.0
Earnings concerns: 2B/2MEarnings in 0 days
GatesA.R:R 0.9 < 1.5@spotEARNINGS PROXIMITY 0d<=7dMomentum 5.1<5.5 (soft — BUY_NOW allowed but watch)Momentum 5.1>=4.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTSEMI CYCLE PEAK CLEARRange BoundSuitability: Moderate
RSI
56 · Neutral
↑ 20D MA↑ 50D MA↑ 200D MAGOLDEN CROSSSupport $254.44Resistance $308.06

Price Targets

$255
$276
$326
A.Upside+11.5%
A.R:R0.9:1
Setup A.R:R (at entry)1.9:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeCautious

Risk Alerts

! Earnings in 0 days - binary event risk
! Reward/Risk 0.9:1 at current price — below 1.5:1 minimum
! EARNINGS_PROXIMITY:0d<=7d

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-05-01 (0d)

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?

Wait for pullback to $276.30. At $292.72 the A.R:R is 0.9:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $276.30 (Ma50 Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Chart setup: RSI 56 mid-range, Bollinger mid-band. Earnings in 0 days. Wait until post-earnings. Target $326.37 (+11.5%), stop $255.46 (−14.6%), Setup A.R:R 1.9:1. Score 5.8/10, moderate confidence.

What is the AMG stock price target?

Take-profit target: $326.37 (+13.3% upside). Target $326.37 (+11.5%), stop $255.46 (−14.6%), Setup A.R:R 1.9:1. Stop-loss: $255.46.

Is AMG overvalued or undervalued?

Affiliated Managers Group, Inc. trades at a P/E of 12.7 (forward 7.7). TrendMatrix value score: 6.9/10. Verdict: Buy (Wait for Entry).

What do analysts say about AMG?

10 analysts cover AMG with a consensus score of 4.3/5. Average price target: $375.

What does Affiliated Managers Group, Inc. do?Affiliated Managers Group is a strategic holding company with meaningful equity interests in independent investment...

Affiliated Managers Group is a strategic holding company with meaningful equity interests in independent investment management firms (Affiliates), spanning alternatives and differentiated long-only strategies globally. Revenue is derived from structured participations in Affiliates' revenues and earnings across numerous managers and asset classes.

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