Highest-materiality recent filing
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.
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”).
Max materiality 0.90 · Median 0.55 · Most common event earnings