Highest-materiality recent filing
AMG enters $1.25B revolving credit facility maturing 2031, replacing prior facility
$1.25B senior unsecured multicurrency revolver matures June 9, 2031; replaces Nov 2024 facility.
AMG stockholders elect directors, approve exec compensation, ratify auditor at 2026 annual meeting
All seven director nominees elected with at least 97% of votes cast; broker non-votes 1,444,196 each.
AMG Reports Q1 2026 Results: Record AUM $882B, Economic EPS $8.23, Net Inflows $22B
Diluted EPS $3.84, Economic EPS $8.23, Net income $110.4M, up 58% YoY.
AMG appoints G. Staley Cates to board; Alvingham to retire; Horgen re-appointed President
G. Staley Cates appointed as independent director of AMG, effective April 1, 2026.
AMG President and COO Thomas Wojcik to step down effective March 6, 2026
Thomas M. Wojcik departs as President and COO; responsibilities allocated to other senior leaders.
AMG Q4 diluted EPS $11.21, economic EPS $9.48; full-year economic EPS up 22% to $26.05
Q4 net income $347.6M, diluted EPS $11.21; full-year net income $716.6M, diluted EPS $22.74.
AMG issues $425M of 5.500% Senior Notes due 2036 to refinance trust preferred
Issued $425M aggregate principal of 5.500% Senior Notes due February 15, 2036.
AMG to redeem all outstanding 5.15% Convertible Trust Preferred Securities due 2037
Redemption notice sent Dec 8, 2025; redemption date is Dec 29, 2025.
AMG Q3 2025: Diluted EPS $6.87 vs $3.78; Economic EPS $6.10 (+27% YoY); Net inflows $9B
Diluted EPS of $6.87 vs $3.78 YoY; net income $212M (controlling interest) includes ~$100M Peppertree gain.
AMG appoints Marcy Engel to Board; Dwight Churchill retiring after 15 years
Marcy Engel appointed as independent director of AMG, effective September 30, 2025.
AMG Q2 2025 diluted EPS $2.80, Economic EPS $5.39, net client flows >$8B
Diluted EPS $2.80 (vs $2.26 Q2 2024); Economic EPS $5.39 (vs $4.67), up 15% YoY.
AMG appoints Thomas M. Wojcik as President, retains COO role; RSU award of $5M
Thomas M. Wojcik appointed President effective June 3, 2025; continues as COO.
Affiliated Managers Group annual meeting elects directors, approves say-on-pay and auditor
All 8 director nominees elected with at least 96% of votes cast; broker non-votes of ~1.44M shares.
AMG Q1 EPS $2.20, Economic EPS $5.20; announces new alternative partnerships and $173M buyback
GAAP EPS $2.20, Economic EPS $5.20; net income $72.4M vs $149.8M YoY.
AMG files new shelf registration and extends $500M equity distribution program
Filed a new $500M at-the-market (ATM) equity program on March 7, 2025, replacing prior 2022 program.
AMG reports Q4 EPS $4.92, Economic EPS $6.53; full-year Economic EPS up 10%
GAAP diluted EPS $4.92 (Q4) and $15.13 (FY); net income controlling interest $512M (FY).
Director Reuben Jeffery III retires from AMG Board; Dwight Churchill named Chair
Reuben Jeffery III retired from AMG Board effective January 30, 2025.
AMG enters $1.25B revolving credit facility maturing 2029, replaces existing agreement
$1.25B senior unsecured multicurrency revolver, matures Nov 15, 2029.
AMG Q3 Economic EPS $4.82, up 18% YoY; net income $124M
GAAP diluted EPS $3.78; Economic EPS $4.82, up 18% YoY.
AMG issues $400M 5.500% Senior Notes due 2034
$400M aggregate principal, 5.500% interest, matures August 20, 2034.
AMG's Head of Affiliate Investments Rizwan Jamal to retire, remain as Managing Director
Rizwan M. Jamal steps down as Head of Affiliate Investments effective Jan 3, 2025, will stay as Managing Director, Affiliate Partnerships.
AMG Q2 2024: Economic EPS $4.67, up 5% YoY; positive net client flows; new buyback authorization
Q2 GAAP EPS $2.26 vs $3.25 YoY; Economic EPS $4.67 vs $4.45 prior year; net income $76M.
AMG shareholders elect all director nominees with ≥94% support and approve say-on-pay at 97%
All 9 director nominees elected with at least 94% of votes cast; largest against vote was 1,793,708 for Dwight D. Churchill.
AMG Q1 2024 Economic EPS $5.37, up 28% YoY; AUM $699.4B
GAAP diluted EPS $4.14 vs $3.47 YoY; Economic EPS $5.37 vs $4.18 YoY.
AMG names Thomas Wojcik as COO and Dava Ritchea as CFO, effective April 1, 2024
Thomas Wojcik appointed COO effective April 1, 2024; will oversee capital formation and report to CEO Jay Horgen.
AMG completes $450M issuance of 6.750% junior subordinated notes due 2064
$450M aggregate principal sold; 6.750% fixed coupon, maturity March 30, 2064.
AMG declares $0.01 quarterly dividend; Q4 earnings released but no figures in filing
Quarterly dividend of $0.01 per share declared, payable Feb 29, 2024, record date Feb 15, 2024.
AMG declares $0.01 dividend, authorizes 3.25M share buyback; Q3 results undisclosed
Quarterly dividend of $0.01 per share payable Nov 30, 2023 to holders of record Nov 16, 2023.
AMG appoints Loren M. Starr, former Invesco CFO, to Board of Directors
Loren M. Starr appointed as an independent director effective September 25, 2023.
AMG declares $0.01/share quarterly dividend; Q2 results released without detail
Dividend of $0.01 per share, payable Aug 21, 2023 to holders of record Aug 7, 2023.
AMG stockholders re-elect all eight directors, approve say-on-pay and auditor at annual meeting
Each director nominee received at least 96% of votes cast; all eight re-elected to one-year term.
AMG reports Q1 2023 results and declares $0.01 dividend
Quarterly dividend of $0.01 per share declared, payable May 25, 2023 to holders of record May 11, 2023.
AMG reports Q4/FY2022 results in press release; declares $0.01 quarterly dividend
Quarterly dividend of $0.01 per share declared, payable March 2, 2023; record date Feb 16, 2023.
AMG General Counsel David Billings to retire, stay as Senior Advisor
David M. Billings steps down as General Counsel effective December 31, 2022.
AMG extends revolver maturity to 2027; switches to Term SOFR from LIBOR
Revolving credit facility maturity extended by 1 year to October 25, 2027.
Quarterly dividend of $0.01 per share declared, payable Dec 1 to holders of record Nov 17.
AMG completes sale of BPEA stake to EQT for $240M cash and 28.68M shares
Pre-tax cash consideration of $240.0M plus 28.68M EQT ordinary shares received.
AMG issues Q2 2022 earnings and declares $0.01/share dividend
Quarterly dividend of $0.01 per share declared, payable Aug 25, 2022 to holders of record Aug 11, 2022.
All 8 director nominees elected with at least 97% of votes cast; broker non-votes of 979,428 on each.
AMG extends $500M equity distribution program; no current plans to issue shares
Filed prospectus supplement to extend $500M Equity Distribution Program for common stock; prior program terminated with no shares issued.
AMG declares $0.01 quarterly dividend; Q1 earnings details unavailable in filing
Board declared a quarterly dividend of $0.01 per share, payable May 26, 2022 to holders of record May 12, 2022.
AMG to sell BPEA stake to EQT for $1.1B; retains future carried interest
Total consideration $1.1B: $240M cash + 28.68M EQT shares; retains future carry in certain funds.
AMG declares $0.01 quarterly dividend; authorizes 2M share buyback
Quarterly dividend of $0.01 per share, payable March 3, 2022 to holders of record Feb 17, 2022.
Affiliated Managers Group (AMG) filed Q3 2021 earnings press release on November 1, 2021, for quarter ended September 30, 2021.
AMG refinances credit facilities with $1.25B revolver and $350M term loan due 2026
AMG enters into $1.25B senior unsecured multicurrency revolving credit facility maturing Oct 23, 2026.
AMG reports Q2 2021 results; declares $0.01 dividend
Quarterly financial results released; specific figures (EPS, revenue) not provided in the filing text.
AMG appoints David C. Ryan to Board of Directors effective July 21, 2021
David C. Ryan appointed as additional independent director of AMG's Board, effective July 21, 2021.
AMG issues $200M of 4.200% Junior Subordinated Notes due 2061
Issued $200M aggregate principal of 4.200% Junior Subordinated Notes maturing September 30, 2061.
Jay C. Horgen, previously President and Chief Executive Officer, will continue as Chief Executive Officer of the Company.
On June 3, 2025, Thomas M. Wojcik was appointed President of Affiliated Managers Group, Inc. (the “Company”).
“On behalf of our Board and AMG’s management team, we thank Reuben for his distinguished service and strategic insights,” stated Dwight D. Churchill, who has been named Chair of the Board.
On January 30, 2025, Reuben Jeffery III notified Affiliated Managers Group, Inc. (“AMG”) of his decision to retire from the Board of Directors (the “Board”), effective immediately.
Affiliated Managers Group, Inc. (the “Company”) announced that Rizwan M. Jamal has given notice of his intention to retire, and will step down as Head of Affiliate Investments effective January 3, 2025. Mr. Jamal will remain with the Company as Managing Director, Affiliate Partnerships.
the Company today announced the appointment of Thomas M. Wojcik as Chief Operating Officer of the Company, effective April 1, 2024.
The Company today also announced the appointment of Dava E. Ritchea as its next Chief Financial Officer, succeeding Mr. Wojcik, the Company’s current Chief Financial Officer, effective April 1, 2024.
On September 25, 2023, Affiliated Managers Group, Inc. (the “Company”) announced the appointment of Loren M. Starr to its Board of Directors, as an additional independent director, effective immediately.
David M. Billings has given notice of his intention to retire, and will step down as General Counsel effective December 31, 2022.
On July 21, 2021, Affiliated Managers Group, Inc. (the “Company” or “AMG”) announced the appointment of David C. Ryan to its Board of Directors, as an additional independent director, effective immediately.
Max materiality 0.90 · Median 0.50 · Most common event earnings