Affiliated Managers Group, Inc.

Affiliated Managers Group, Inc.verified

AMG

Price:

$173.319

Market Cap:

$5.17B

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 plan sponsors, broker-dealers, major fund marketplaces, and bank trust departments. The company also offers investment products in various investment styles in the institutional distribution channel, including small, small/mid, mid, and large capitaliz...[Read more]

Industry

Asset Management

IPO Date

1997-11-21

Stock Exchange

NYSE

Ticker

AMG

The ROE as of September 2024 (TTM) for Affiliated Managers Group, Inc. (AMG) is 18.25%

According to Affiliated Managers Group, Inc.’s latest financial reports and current stock price. The company's current ROE is 18.25%. This represents a change of 302.66% compared to the average of 4.53% of the last 4 quarters.

Affiliated Managers Group, Inc. (AMG) Historical ROE (quarterly & annually)

How has AMG ROE performed in the past?

The mean historical ROE of Affiliated Managers Group, Inc. over the last ten years is 18.55%. The current 18.25% ROE has changed -1.60% with respect to the historical average. Over the past ten years (40 quarters), AMG's ROE was at its highest in in the December 2022 quarter at 24.08%. The ROE was at its lowest in in the March 2019 quarter at -6.39%.

Quarterly (TTM)
Annual

Average

18.55%

Median

17.62%

Minimum

7.05%

Maximum

35.47%

Affiliated Managers Group, Inc. (AMG) ROE by Quarter and Year

Discovering the peaks and valleys of Affiliated Managers Group, Inc. ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 107.95%

Maximum Annual ROE = 35.47%

Minimum Annual Increase = -60.94%

Minimum Annual ROE = 7.05%

Quarterly (TTM)
Annual
YearROEChange
202318.75%-47.13%
202235.47%11.05%
202131.94%107.95%
202015.36%47.90%
201910.39%47.41%
20187.05%-60.94%
201718.04%38.10%
201613.06%-28.18%
201518.19%5.68%
201417.21%1.88%

Affiliated Managers Group, Inc. (AMG) Average ROE

How has AMG ROE performed in the past?

The current ROE of Affiliated Managers Group, Inc. (AMG) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

28.72%

5-year avg

22.38%

10-year avg

18.55%

Affiliated Managers Group, Inc. (AMG) ROE vs. Peers

How is AMG’s ROE compared to its peers?

Affiliated Managers Group, Inc.’s ROE is less than BrightSphere Investment Group Inc. (2.57%), less than Franklin Limited Duration Income Trust (18.27%), greater than BlackRock Municipal Income Fund, Inc. (-0.11%), less than BlackRock MuniVest Fund, Inc. (4.18%), less than BlackRock Floating Rate Income Strategies Fund, Inc. (20.91%), less than Brookfield Business Corporation (0%), less than Focus Financial Partners Inc. (73.79%), less than Avantax, Inc. (5.01%), greater than Abrdn Emerging Markets Equity Income Fund Inc (0.05%), less than Blackrock Innovation & Growth Trust (33.43%), less than BlackRock Health Sciences Trust II (10.44%), greater than Blackrock Resources & Commodities Strategy Trust (0%), less than Virtus Diversified Income & Convertible Fund (4.30%), less than BlackRock ESG Capital Allocation Trust (9.35%), less than DWS Municipal Income Trust (16.66%), less than AssetMark Financial Holdings, Inc. (2.78%), less than BlackRock MuniYield Fund, Inc. (11.13%), greater than null (-0.01%),

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