---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-263845"
form_type: "8-K"
ticker: "AMG"
cik: "0001004434"
company_name: "AFFILIATED MANAGERS GROUP, INC."
filed_at: "2026-06-09T20:30:27+00:00"
generated_at: "2026-06-09T20:39:11.903561+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# AMG enters $1.25B revolving credit facility maturing 2031, replacing prior facility

## Summary
- $1.25B senior unsecured multicurrency revolver matures June 9, 2031; replaces Nov 2024 facility.
- Facility includes accordion feature allowing increase up to $750M, subject to conditions.
- Proceeds for working capital, affiliate investments, debt repayment, stock buybacks, dividends.
- Joint book runners: BofA Securities, Citizens, Wells Fargo; lead arrangers: Barclays, Citi, JPMorgan, MS, RBC, M&T.

## SEC filing metadata
- accession: 0001193125-26-263845
- form_type: 8-K
- ticker: AMG
- cik: 0001004434
- company_name: AFFILIATED MANAGERS GROUP, INC.
- filed_at: 2026-06-09T20:30:27+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 1.01, 2.03, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1004434/000119312526263845/0001193125-26-263845-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1004434/000119312526263845/d155271d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-263845
- JSON: https://secwatch.observer/filing/0001193125-26-263845.json
- Plain text: https://secwatch.observer/filing/0001193125-26-263845.txt

## Key facts
- Debt Financings
  AFFILIATED MANAGERS GROUP, INC. incurred revolving credit of $1.25 billion with Bank of America, N.A. maturing June 9, 2031.
  - Instrument: revolving credit
  - Principal: $1.25 billion
  - Counterparty: Bank of America, N.A.
  - Maturity: June 9, 2031
  - Event: incurrence
  source text: On June 9, 2026, Affiliated Managers Group, Inc. (the “Company”) entered into a Fourth Amended and Restated Credit Agreement (the “Revolving Credit Agreement”), providing for a $1.25 billion senior unsecured multicurrency revolving credit facility maturing on June 9, 2031
  evidence_url: https://www.sec.gov/Archives/edgar/data/1004434/000119312526263845/0001193125-26-263845-index.htm
- Material Agreements
  AFFILIATED MANAGERS GROUP, INC. entered into Fourth Amended and Restated Credit Agreement with Bank of America, N.A. valued at $1.25 billion senior unsecured multicurrency revolving credit facility maturing on June 9, 2031 (effective 2026-06-09).
  - Action: entry
  - Agreement: credit facility
  - Counterparty: Bank of America, N.A.
  - Value: $1.25 billion senior unsecured multicurrency revolving credit facility maturing on June 9, 2031
  - Effective: 2026-06-09
  source text: On June 9, 2026, Affiliated Managers Group, Inc. (the “Company”) entered into a Fourth Amended and Restated Credit Agreement (the “Revolving Credit Agreement”), providing for a $1.25 billion senior unsecured multicurrency revolving credit facility maturing on June 9, 2031, with Bank of America, N.A., as administrative agent, letter of credit issuer and swingline lender, and the other lending institutions from time to time party thereto, which amended and restated the Company’s existing Third Amended and Restated Credit Agreement, dated as of November 15, 2024.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1004434/000119312526263845/0001193125-26-263845-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.