AMG
Financial Services · Asset Management
Performance
AMG (AMG) Stock Analysis 2026
Rule-based · Updated daily · Not financial advice
AMG (AMG) operates in the Asset Management space within the Financial Services sector. With a market cap of $9.5B, it qualifies as a small-cap company. Growth is moderate and the business remains profitable, offering a balanced risk/reward profile compared to high-multiple peers.
- Low P/E of 14.7× suggests the stock may be undervalued relative to earnings
- Forward P/E (9.1×) is lower than trailing P/E (14.7×) — analysts expect earnings to improve
- Revenue growth of 10% YoY shows solid business momentum
- Earnings grew 74% YoY — bottom-line is expanding fast
- Exceptional profit margin of 35.5% — the business retains a large share of each dollar earned
- ROE of 21.8% shows management efficiently converts equity into profit
- Current ratio of 65.5× — ample short-term liquidity
- High debt-to-equity of 73.42× increases financial risk, especially with elevated interest rates
- Price is near its 52-week high — limited near-term upside, higher pullback risk
Verdict
Strong Buy
Multiple fundamental strengths with few red flags. Long-term buyers may find this compelling.
AI Insight
Powered by ClaudeAI-generated analysis for informational purposes only. Not financial advice.
Related Articles
Revenue & Results
Dividends
Current DY
0.01%
5Y Avg Annual
$0.0360
Last Payment
$0.0100
Ex-Date
05/11/2026
Annual dividends paid per share
| Ex-Date | Payment | Amount | Est. DY |
|---|---|---|---|
Latest05/11/2026 | 05/26/2026 | $0.0100 | 0.01% |
02/23/2026 | 03/10/2026 | $0.0100 | 0.01% |
11/13/2025 | 11/28/2025 | $0.0100 | 0.01% |
08/11/2025 | 08/26/2025 | $0.0100 | 0.01% |
05/19/2025 | 06/03/2025 | $0.0100 | 0.01% |
02/18/2025 | 03/05/2025 | $0.0100 | 0.01% |
11/14/2024 | 11/29/2024 | $0.0100 | 0.01% |
08/08/2024 | 08/23/2024 | $0.0100 | 0.01% |
Magic Number
Shares needed to self-fund your next purchase
$358.25
Price
$0.0100
Last div. (quarterly)
35,825
shares
Own 35,825 AMG shares ($12,834,306.25) and each quarterly dividend pays for 1 new share — the snowball runs on its own.
Investment target
$12,834,306.25
New shares / year
+4 shares
If You Had Invested…
Hypothetical return based on historical prices
* Dividend reinvestment calculated at ex-date price. For informational purposes only.
Earnings
Next Earnings
Jul 30, 2026
44
days
EPS (TTM)
$24.39
P/E (TTM)
14.7
Fwd P/E
9.1
Earnings History
SEC EDGAR · official filings
SEC Filings
Official EDGAR documents
Key Statistics
Valuation
Trading
Dividends
Profitability
Balance Sheet
Fair Value Estimates
Current price: $358.25
Graham Number
√(22.5 × EPS × Book Value)
$252.95
Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.
Bazin Ceiling Price
Avg. Annual DPS (5Y) ÷ 6%
$0.67
Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.
These are simplified estimates. Not financial advice.
Buy & Hold Checklist
Quality criteria for long-term holding
9/10
90% score
Pays dividends
9Y hist.9+ years of dividend history
Dividend consistency (5Y+)
9 yrsUninterrupted dividend payments for at least 5 years
ROE above 10%
21.8%Return on equity — measures how efficiently capital is used
Positive profit margin
35.5%Net profit margin must be positive — company earns more than it spends
Revenue growth (annual)
+9.7%Annual revenue must be growing compared to the prior year
Earnings growth (annual)
+73.6%Annual earnings must be growing compared to the prior year
Debt/Equity below 2×
73.42×Low financial leverage reduces risk of distress
Current ratio above 1
65.55×Short-term assets must cover short-term liabilities
Daily liquidity above $5M
$126M/dayHigh trading volume ensures easy entry and exit
Dividend yield above 0%
0.01%Stock must distribute income to shareholders
Related Assets
Financial Services
About AMG
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 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 capitalization value and growth equity, and emerging markets. In addition, it offers quantitative, alternative, and fixed income products, and manages assets for foundations and endowments, defined benefit, and defined contribution plans for corporations and municipalities. Affiliated Managers Group provides investment management or customized investment counseling and fiduciary services. Affiliated Managers Group, Inc. was formed in 1993 and is based in West Palm Beach, Florida with additional offices in Prides Crossing, Massachusetts; Stamford, Connecticut; London, United Kingdom; Dubai, United Arab Emirates; Sydney, Australia; Hong Kong; Tokyo, Japan, Zurich, Switzerland and Delaware.
Sector
Financial Services
Industry
Asset Management
Location
West Palm Beach, United States
Employees
5,600