Corient Private Wealth LLC Grows Position in Affiliated Managers Group, Inc. $AMG

Posted by Geri Gentry on Jun 27th, 2026

Corient Private Wealth LLC raised its stake in shares of Affiliated Managers Group, Inc. (NYSE:AMG – Free Report) by 46.7% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 13,468 shares of the asset manager’s stock after purchasing an additional 4,288 shares during the period. Corient Private Wealth LLC’s holdings in Affiliated Managers Group were worth $3,883,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of the stock. Captrust Financial Advisors grew its position in Affiliated Managers Group by 3.5% during the fourth quarter. Captrust Financial Advisors now owns 1,003 shares of the asset manager’s stock valued at $289,000 after acquiring an additional 34 shares during the period. AlphaCore Capital LLC raised its holdings in shares of Affiliated Managers Group by 3.4% in the 4th quarter. AlphaCore Capital LLC now owns 1,083 shares of the asset manager’s stock worth $312,000 after purchasing an additional 36 shares during the period. Allworth Financial LP raised its holdings in shares of Affiliated Managers Group by 10.3% in the 4th quarter. Allworth Financial LP now owns 482 shares of the asset manager’s stock worth $139,000 after purchasing an additional 45 shares during the period. Coldstream Capital Management Inc. lifted its stake in shares of Affiliated Managers Group by 2.0% in the 4th quarter. Coldstream Capital Management Inc. now owns 2,400 shares of the asset manager’s stock valued at $692,000 after purchasing an additional 46 shares in the last quarter. Finally, Quadrant Capital Group LLC lifted its stake in shares of Affiliated Managers Group by 1.4% in the 4th quarter. Quadrant Capital Group LLC now owns 3,220 shares of the asset manager’s stock valued at $928,000 after purchasing an additional 46 shares in the last quarter. Hedge funds and other institutional investors own 95.30% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on AMG shares. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $400.00 target price on shares of Affiliated Managers Group in a research report on Monday, May 4th. Barrington Research reiterated an “outperform” rating and set a $365.00 price objective on shares of Affiliated Managers Group in a research note on Monday, April 27th. The Goldman Sachs Group reissued a “buy” rating and issued a $405.00 price objective on shares of Affiliated Managers Group in a research report on Monday, May 4th. TD Cowen reissued a “buy” rating and issued a $454.00 target price on shares of Affiliated Managers Group in a research note on Wednesday, May 13th. Finally, Wall Street Zen lowered shares of Affiliated Managers Group from a “buy” rating to a “hold” rating in a report on Saturday, June 20th. Seven equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $362.29.

Check Out Our Latest Stock Analysis on Affiliated Managers Group

Affiliated Managers Group Stock Performance

Affiliated Managers Group stock opened at $342.25 on Friday. The company has a debt-to-equity ratio of 0.73, a current ratio of 1.79 and a quick ratio of 1.79. Affiliated Managers Group, Inc. has a 12 month low of $193.99 and a 12 month high of $363.89. The company has a fifty day moving average price of $315.79 and a two-hundred day moving average price of $302.67. The company has a market cap of $9.04 billion, a PE ratio of 13.85, a P/E/G ratio of 0.57 and a beta of 1.13.

Affiliated Managers Group (NYSE:AMG – Get Free Report) last issued its earnings results on Friday, May 1st. The asset manager reported $8.23 earnings per share for the quarter, topping analysts’ consensus estimates of $8.10 by $0.13. Affiliated Managers Group had a net margin of 35.55% and a return on equity of 20.17%. The company had revenue of $544.90 million for the quarter, compared to analysts’ expectations of $544.01 million. During the same period in the prior year, the company earned $5.37 earnings per share. The firm’s revenue was up 9.7% compared to the same quarter last year. Research analysts expect that Affiliated Managers Group, Inc. will post 34.88 earnings per share for the current year.

Affiliated Managers Group Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, May 26th. Investors of record on Monday, May 11th were paid a dividend of $0.01 per share. The ex-dividend date was Monday, May 11th. This represents a $0.04 annualized dividend and a yield of 0.0%. Affiliated Managers Group’s dividend payout ratio is 0.16%.

Insider Transactions at Affiliated Managers Group

In other news, Director Rodriguez Felix V. Matos sold 1,000 shares of the company’s stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $300.18, for a total transaction of $300,180.00. Following the completion of the transaction, the director directly owned 4,369 shares of the company’s stock, valued at approximately $1,311,486.42. This represents a 18.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Annette Franqui purchased 750 shares of the company’s stock in a transaction dated Monday, June 1st. The shares were bought at an average price of $304.88 per share, for a total transaction of $228,660.00. Following the completion of the transaction, the director directly owned 1,962 shares in the company, valued at approximately $598,174.56. This trade represents a 61.88% increase in their position. The SEC filing for this purchase provides additional information. Insiders have sold a total of 21,902 shares of company stock valued at $7,257,719 over the last ninety days. Insiders own 2.90% of the company’s stock.

About Affiliated Managers Group

(Free Report)

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.