earnings
confidence high
sentiment positive
materiality 0.85
Acadian Q4 2025: Record AUM $177.5B; dividend raised 10x to $0.10; GAAP EPS $0.97 vs $1.13 YoY
Acadian Asset Management Inc.
2025-FY EPS reported
$2.21
revenue$563,700,000
- Net inflows $5.4B; AUM $177.5B (record); quarterly management fees $146.4M (+32% YoY).
- GAAP net income $34.7M (-18%); GAAP EPS $0.97 (-14%); ENI EPS $1.32 (+2%).
- ENI Operating Margin 45.7% (+338 bps); dividend raised to $0.10/share from $0.01 (payable March 27).
- Repurchased 1.8M shares for $48M in 2025 (5% reduction in shares outstanding).
- Redeemed $275M Senior Notes; funded with new $200M Term Loan and cash.