Affiliated Managers Group, Inc.

Affiliated Managers Group, Inc.verified

AMG

Price:

$187.6

Market Cap:

$5.67B

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 November 2024 (TTM) for Affiliated Managers Group, Inc. (AMG) is 15.78%

According to Affiliated Managers Group, Inc.’s latest financial reports and current stock price. The company's current ROE is 15.78%. This represents a change of 303.47% compared to the average of 3.91% 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 15.78% ROE has changed -14.90% 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 greater than BrightSphere Investment Group Inc. (-864.90%), less than Franklin Limited Duration Income Trust (12.82%), less than BlackRock Municipal Income Fund, Inc. (0.27%), less than BlackRock MuniVest Fund, Inc. (5.73%), less than BlackRock Floating Rate Income Strategies Fund, Inc. (13.77%), less than Brookfield Business Corporation (0%), greater than Focus Financial Partners Inc. (-5.29%), less than Avantax, Inc. (13.02%), less than Abrdn Emerging Markets Equity Income Fund Inc (0.51%), less than Blackrock Innovation & Growth Trust (22.40%), 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 (13.24%), less than DWS Municipal Income Trust (16.66%), less than AssetMark Financial Holdings, Inc. (3.59%), less than BlackRock MuniYield Fund, Inc. (11.13%), greater than null (-0.96%),

Build a custom stock screener for Affiliated Managers Group, Inc. (AMG) and other stocks

One of the best ways to find valuable stocks to invest in is to build a custom made screener in your Excel or Google Sheets spreadsheet. This allows you to compare thousands of companies like Affiliated Managers Group, Inc. using the financials and key metrics that matter to you in a single view.

The easiest way to set this up is to use the Wisesheets add-on and set your spreadsheet like this:

Custom stock screener in Wisesheets

Covering all these metrics from financial, data, dividend data, key metrics and more you can get all the data you want for over 50+ exchanges worldwide.

Get your free trial here.

Affiliated Managers Group, Inc. (AMG) and other stocks custom spreadsheet templates

The easiest way to analyze a company like Affiliated Managers Group, Inc. or any others is to create a spreadsheet model that automatically retrieves all of the stock data you need.

Using Wisesheets you can set up a spreadsheet model like this with simple spreadsheet formulas. If you change the ticker you can get all of the data automatically updated for you.

Custom stock templates in Wisesheets

Whether you need live data, historical price data, financials, dividend data, key metrics, analyst estimates, or anything else...Wisesheets has you covered.

Frequently asked questions❓

What is the ROE?

How can you use the ROE?

What is Affiliated Managers Group, Inc.'s ROE?

How is the ROE calculated for Affiliated Managers Group, Inc. (AMG)?

What is the highest ROE for Affiliated Managers Group, Inc. (AMG)?

What is the 3-year average ROE for Affiliated Managers Group, Inc. (AMG)?

What is the 5-year average ROE for Affiliated Managers Group, Inc. (AMG)?

How does the current ROE for Affiliated Managers Group, Inc. (AMG) compare to its historical average?