Company Dossier · Financials
Affiliated Managers Group
- Russell 1000
- MidCap 400
What Affiliated Managers Group is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $2.27 billion, up 12% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $1.06 billion, up 16% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.01 billion.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $0.71 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2025: $0.90 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 30, 2026): sentiment 0.80 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.90 of 1.Palanor Discourse
- Latest annual report (filed February 17, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q2 2026: $6.6 million on the open market.SEC Form 4
- 566 institutional managers reported a position at June 30, 2026 (+19 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 1.U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →Company Posture covers S&P 500 companies.
Credit
How these are built →Affiliated Managers Group's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Bonds priced, last 12 months
$0.4B
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Dec 8, 2025 | $425M | 5.500% | 2036 (10y) | +135bp | 5.520% |
| Aug 15, 2024 | $400M | 5.500% | 2034 (10y) | +165bp | 5.580% |
From the pricing term sheets Affiliated Managers Group filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Jun 9, 20268-KMaterial agreement signedItem 1.01
- May 28, 20268-KShareholder vote resultsItem 5.07
- Feb 26, 20268-KDirector or officer changeItem 5.02
- Feb 17, 202610-KAnnual report (10-K)0 risk factors added, 0 removed
- Feb 12, 20268-KDirector or officer changeItem 5.02
- Dec 11, 20258-KMaterial agreement signedItem 1.01
- Aug 14, 20258-KDirector or officer changeItem 5.02
- Jun 6, 20258-KDirector or officer changeItem 5.02
- May 22, 20258-KShareholder vote resultsItem 5.07
- Feb 14, 202510-KAnnual report (10-K)1 risk factors added, 1 removed
- Feb 3, 20258-KDirector or officer changeItem 5.02
- Nov 15, 20248-KMaterial agreement signedItem 1.01
- Feb 16, 202410-KAnnual report (10-K)1 risk factors added, 0 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| SEI Investments Company SEIC | $2.5B | $0.7B | Jun 30, 2026 |
| Brookfield Asset Management BAM | $4.1B | — | Jun 30, 2026 |
| Northern Trust NTRS | $5.3B | $0.5B | Jun 30, 2026 |
| Ares Management ARES | $6.0B | — | Jun 30, 2026 |
| Invesco IVZ | $6.9B | $1.9B | Jun 30, 2026 |
| T. Rowe Price TROW | $7.6B | $1.7B | Jun 30, 2026 |
| Franklin Resources BEN | $9.3B | $0.9B | Jun 30, 2026 |
| State Street Corporation STT | $15.1B | $2.0B | Jun 30, 2026 |