AMG — Affiliated Managers Group, Inc.

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

Trend Edge Setup Score

Trend Edge rates AMG Bullish with a Setup Score of 0, net conviction 44, actionability 0. How the Setup Score works →

Total Setup Score0
Directional BiasBullish
Net Conviction44
Actionability0 (extended)

Key signals behind this score

About Affiliated Managers Group, Inc.

Affiliated Managers Group, Inc., through its affiliates, operates as an investment management company providing investment management services to mutual funds, institutional clients,retails and high net worth individuals in the United States. It provides advisory or sub-advisory services to mutual funds. These funds are distributed to retail, high net worth and institutional clients directly and through intermediaries, including independent inves… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$366.41
Market Cap$9.64B
Float25.4M
Shares Outstanding26.4M
P/E (Forward)10.19
P/E (TTM)14.62
Price/Sales (TTM)4.54
vs. Analyst Target+12.3% to analyst PT
Profit Margin35.55%
Operating Margin (TTM)22.10%
Revenue (TTM)$2.12B
Earnings Growth (YoY)73.60%
Dividend Rate0.0%
Analyst Target Price$411.43 (7 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $2.03B $202M $1.14B $760M
2021 $2.41B $566M $1.37B $1.30B
2022 $2.33B $1.15B $1.26B $1.93B
2023 $2.06B $673M $1.15B $1.28B
2024 $2.04B $512M $1.13B $1.10B
2025 $2.45B $717M $2.10B $1.49B

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $493M $84.3M
Sep 2025 $528M $212M
Dec 2025 $800M $348M
Mar 2026 $545M $110M

Ownership & Float

Insider Ownership4.1%
Institutional Ownership98.6%
Short Float4.9%
% of All Funds Holding6.24%
Number of Funds Holding513

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$329.88Near-term / short-term trend
Weekly40-Week SMA$293.17Medium-term trend
Weekly80-Week SMA$242.08Cyclical trend (business cycle)
Weekly200-Week SMA$189.02Secular trend (multi-year)
Monthly10-Month SMA$299.34Near-term monthly trend
Monthly20-Month SMA$245.83Medium-term monthly trend
Monthly40-Month SMA$200.72Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$303.00 support 1.10x 0 months ago
$268.00 support 1.08x 2 months ago
$267.00 support 1.77x 6 months ago
$248.00 support 1.27x 7 months ago
$196.00 support 1.08x 11 months ago

Historical Earnings Reactions (114 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.14% 0.02% 50.88% 3.46% -3.36%
1 Day 0.39% 0.18% 56.14% 12.91% -10.98%
1 Week 0.77% 0.55% 54.39% 16.50% -12.34%
2 Weeks 1.18% 0.95% 52.63% 33.33% -23.34%
1 Month 0.55% 1.55% 57.52% 41.50% -49.27%

Next earnings: July 30, 2026 (17 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan0.6%51.7%29
Feb1.0%51.7%29
Mar1.1%48.3%29
Apr3.0%65.5%29
May-1.1%48.3%29
Jun1.8%55.2%29
Jul1.6%60.7%28
Aug-1.8%50.0%28
Sep-0.7%50.0%28
Oct3.0%64.3%28
Nov3.0%75.0%28
Dec6.4%69.0%29

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.06% 49.0% 1352
Tuesday 0.08% 50.5% 1478
Wednesday 0.17% 52.0% 1478
Thursday 0.10% 51.3% 1447
Friday 0.07% 52.4% 1440

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 98.6%

Insider Transactions — Smart Summary

Total insider ownership: 4.1%

12-Month Insider Activity Summary

Total Filings8
Net Value-$37.4M
Net Shares Change55,959
% of Float0.2%
C-Suite Filings4
Clusters Detected1

Key Insiders

NameTitleNet ValueFilingsActivity
Wojcik Thomas M President and COO -$22.5M 2 2 sell
Horgen Jay C. President and CEO -$13.7M 1 1 sell
Padiyar Kavita General Counsel & Corp. Sec. -$1.3M 1 1 sell
Ryan David Christopher -$1.0M 1 1 sell
Cates G. Staley +$458,745 1 1 buy
Matos Rodriguez Felix V. -$300,180 1 1 sell
FRANQUI ANNETTE +$228,660 1 1 buy

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2026-05-06 – 2026-05-08 3 3 -$879,249.12

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-06-03 FRANQUI ANNETTE +$228,660 Transaction at $304.88, now +20.2%
2026-05-06 Cates G. Staley +$458,745 Transaction at $305.83, now +19.8%
2026-06-08 Horgen Jay C. President and CEO -$13.7M Transaction at $249.79, now +46.7%
2026-05-08 Ryan David Christopher -$1.0M Transaction at $305.06, now +20.1%
2026-05-08 Matos Rodriguez Felix V. -$300,180 Transaction at $300.18, now +22.1%
2026-03-09 Wojcik Thomas M President and COO -$5.0M Transaction at $292.74, now +25.2%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Affiliated Managers Group, Inc. (AMG) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for AMG on Trend Edge →