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 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 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 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 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 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).
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 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 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 completes $450M issuance of 6.750% junior subordinated notes due 2064
$450M aggregate principal sold; 6.750% fixed coupon, maturity March 30, 2064.
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 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.
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