EP Wealth Advisors LLC Invests $976,000 in Affiliated Managers Group, Inc. $AMG

Posted by Stanley Muller on Aug 24th, 2026

EP Wealth Advisors LLC bought a new position in shares of Affiliated Managers Group, Inc. (NYSE:AMG – Free Report) during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund bought 2,883 shares of the asset manager’s stock, valued at approximately $976,000.

Several other hedge funds have also modified their holdings of the stock. BlackRock Inc. acquired a new position in shares of Affiliated Managers Group in the second quarter worth about $938,294,000. Norges Bank acquired a new stake in Affiliated Managers Group during the 4th quarter valued at $113,743,000. Balyasny Asset Management L.P. lifted its holdings in shares of Affiliated Managers Group by 3,811.8% in the second quarter. Balyasny Asset Management L.P. now owns 311,383 shares of the asset manager’s stock valued at $61,271,000 after purchasing an additional 303,423 shares in the last quarter. Alyeska Investment Group L.P. purchased a new stake in shares of Affiliated Managers Group in the third quarter valued at $70,356,000. Finally, Bank of New York Mellon Corp acquired a new stake in shares of Affiliated Managers Group in the second quarter worth $95,418,000. 95.30% of the stock is owned by hedge funds and other institutional investors.

Affiliated Managers Group Trading Down 0.0%

NYSE:AMG opened at $356.08 on Monday. The company has a market capitalization of $9.21 billion, a P/E ratio of 12.33, a P/E/G ratio of 0.48 and a beta of 1.11. The stock’s 50 day moving average price is $359.29 and its 200 day moving average price is $320.20. The company has a debt-to-equity ratio of 0.76, a quick ratio of 1.24 and a current ratio of 1.24. Affiliated Managers Group, Inc. has a 52 week low of $218.21 and a 52 week high of $392.92.

Affiliated Managers Group (NYSE:AMG – Get Free Report) last posted its earnings results on Thursday, July 30th. The asset manager reported $8.29 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $7.90 by $0.39. The firm had revenue of $640.70 million during the quarter, compared to analysts’ expectations of $590.94 million. Affiliated Managers Group had a net margin of 37.72% and a return on equity of 21.94%. The company’s revenue was up .0% compared to the same quarter last year. During the same period in the previous year, the company earned $5.39 earnings per share. On average, research analysts forecast that Affiliated Managers Group, Inc. will post 36.69 EPS for the current fiscal year.

Affiliated Managers Group Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, August 24th. Investors of record on Monday, August 10th will be issued a $0.01 dividend. This represents a $0.04 annualized dividend and a yield of 0.0%. The ex-dividend date is Monday, August 10th. Affiliated Managers Group’s dividend payout ratio (DPR) is 0.14%.

Insiders Place Their Bets

In other Affiliated Managers Group news, Director Annette Franqui acquired 750 shares of the business’s stock in a transaction that occurred on Monday, June 1st. The stock was acquired at an average price of $304.88 per share, with a total value of $228,660.00. Following the transaction, the director owned 1,962 shares of the company’s stock, valued at approximately $598,174.56. This trade represents a 61.88% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Jay C. Horgen sold 17,500 shares of Affiliated Managers Group stock in a transaction that occurred on Monday, June 8th. The stock was sold at an average price of $338.27, for a total value of $5,919,725.00. Following the completion of the transaction, the chief executive officer directly owned 204,706 shares in the company, valued at approximately $69,245,898.62. This represents a 7.88% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 2.90% of the stock is owned by insiders.

Affiliated Managers Group News Roundup

Here are the key news stories impacting Affiliated Managers Group this week:

Positive Sentiment: Value appeal remains a key catalyst. Zacks identified AMG as a top long-term value stock based on its Style Scores. The shares trade at approximately 12.3 times earnings, which may appeal to investors seeking relatively inexpensive exposure to asset management. Why Affiliated Managers Group is a Top Value Stock for the Long-Term
Positive Sentiment: Zacks maintained a “Strong-Buy” rating while raising its FY2026 EPS forecast to $34.67 from $33.01, FY2027 to $34.57 from $34.07, and FY2028 to $39.29 from $39.22. Estimates were also increased for Q4 2026, Q3 2027, Q4 2027 and Q1 2028, signaling improved expectations for earnings growth. Zacks Research earnings estimates
Positive Sentiment: Recent commentary emphasizes strong fundamentals. An analysis of AMG’s second quarter highlighted solid business fundamentals and potentially undervalued investment-grade bond holdings, while other coverage cited two reasons investors remain attracted to the company. AMG Q2 Analysis
Neutral Sentiment: Forecast revisions were mixed. Zacks lowered its Q2 2028 EPS estimate to $9.03 from $9.56, partially offsetting the broader upward revisions. Its FY2026 estimate of $34.67 also remains below the broader consensus of $36.25, suggesting some analysts still expect more near-term earnings upside.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on AMG shares. Weiss Ratings reissued a “buy (b)” rating on shares of Affiliated Managers Group in a research note on Friday, June 26th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $400.00 target price on shares of Affiliated Managers Group in a research note on Monday, May 4th. Zacks Research upgraded Affiliated Managers Group from a “hold” rating to a “strong-buy” rating in a report on Tuesday, August 4th. Barrington Research set a $425.00 price target on shares of Affiliated Managers Group in a research report on Friday, July 31st. Finally, TD Cowen restated a “buy” rating and set a $454.00 price target on shares of Affiliated Managers Group in a report on Wednesday, May 13th. One investment analyst has rated the stock with a Strong Buy rating and seven have given a Buy rating to the company. Based on data from MarketBeat.com, Affiliated Managers Group currently has a consensus rating of “Buy” and a consensus target price of $370.86.

Check Out Our Latest Stock Analysis on Affiliated Managers Group

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.