Stock analysis, trade plans, and proprietary indicators by Trend Edge.
Trend Edge Setup Score
Trend Edge rates MGR Bearish with a Setup Score of 53, net conviction 45, actionability 62. How the Setup Score works →
Total Setup Score
53
Directional Bias
Bearish
Net Conviction
45
Actionability
62 (in range)
Key signals behind this score
Weak Trend — TE 0.00 (=0)
80wk Downtrend — falling+below (sma 21.31 vs px 20.11)
200wk Downtrend — falling+below (sma 22.25 vs px 20.11)
Insider Selling — unplanned ≥$50k sell (8wk)
Near 52wk Low — ≤3% from low (2.2%)
About Affiliated Managers Group, Inc.
Affiliated Managers Group, Inc., through its affiliates, operates as an asset management company providing investment management services to mutual funds, institutional clients, and high net worth individuals in the United States. It provides advisory or subadvisory services to mutual funds. These funds are distributed to retail and institutional clients directly and through intermediaries, including independent investment advisors, retirement pl… Read full Trend Edge analysis →
Sector: Financial Services
Industry: Capital Markets
Exchange: NYSE
IPO Date: March 29, 2019
Employees: 4,100
Trend Edge Proprietary Indicators
Trend Edge Score: 0.0
Hidden Gem: No
Founder-Led: No
Key Metrics
Current Price
$20.11
Market Cap
$5.15B
Dividend Rate
None
Financial History
Annual Revenue & Earnings History
Year
Revenue
Net Income
Gross Profit
EBITDA
2020
$2.03B
$202M
$1.14B
$770M
2021
$2.41B
$566M
$1.37B
$945M
2022
$2.33B
$1.15B
$1.26B
$838M
2023
$2.06B
$673M
$1.15B
$746M
2024
$2.04B
$512M
$1.13B
$709M
2025
$2.32B
$717M
$1.44B
$1.15B
Recent Quarterly Revenue & Net Income
Quarter
Revenue
Net Income
Jun 2025
$493M
$84.3M
Sep 2025
$528M
$212M
Dec 2025
$800M
$348M
Mar 2026
$545M
$146M
Ownership & Float
% of All Funds Holding
6.24%
Number of Funds Holding
513
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.
Timeframe
SMA
Value
Trend Context
Weekly
10-Week SMA
$20.24
Near-term / short-term trend
Weekly
40-Week SMA
$21.05
Medium-term trend
Weekly
80-Week SMA
$21.31
Cyclical trend (business cycle)
Weekly
200-Week SMA
$22.25
Secular trend (multi-year)
Monthly
10-Month SMA
$20.90
Near-term monthly trend
Monthly
20-Month SMA
$21.31
Medium-term monthly trend
Monthly
40-Month SMA
$22.08
Secular 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 Level
Type
Volume Ratio
Age
$21.00
resistance
1.09x
2 months ago
$22.20
resistance
1.07x
7 months ago
$22.70
resistance
1.25x
14 months ago
$23.60
resistance
1.85x
17 months ago
$24.60
resistance
1.22x
18 months ago
Historical Earnings Reactions (14 events)
Timeframe
Avg Return
Median
Win Rate
Best
Worst
Gap
0.04%
0.00%
35.71%
1.31%
-0.54%
1 Day
-0.21%
-0.24%
35.71%
0.30%
-0.91%
1 Week
-0.11%
-0.26%
35.71%
1.96%
-1.26%
2 Weeks
0.02%
-0.01%
50.00%
3.41%
-2.64%
1 Month
0.29%
0.53%
50.00%
7.89%
-6.50%
Seasonality & Day-of-Week Patterns
Monthly Seasonality
Month
Avg Return
Win Rate
Samples
Jan
4.5%
71.4%
7
Feb
-2.4%
14.3%
7
Mar
-4.2%
14.3%
7
Apr
1.7%
62.5%
8
May
-0.2%
62.5%
8
Jun
-1.0%
42.9%
7
Jul
3.4%
100.0%
7
Aug
-1.4%
42.9%
7
Sep
-0.1%
28.6%
7
Oct
-2.5%
28.6%
7
Nov
1.6%
57.1%
7
Dec
-1.0%
57.1%
7
Day-of-Week Tendencies
Day
Avg Return
Win Rate
Samples
Monday
-0.13%
47.5%
339
Tuesday
0.08%
47.5%
375
Wednesday
-0.00%
53.4%
371
Thursday
-0.02%
48.5%
363
Friday
0.06%
46.8%
363
Top Institutional Holders
Institutional holder breakdown coming soon.
Insider Transactions — Smart Summary
Full insider transaction history and smart buy/sell sentiment summary available on
Trend Edge.
AI Consult Analysis
Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Affiliated Managers Group, Inc.
(MGR) 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.