Back to Screener

Financial Services

Affiliated Managers Group, Inc.(MGRE)

Live Price

Offline

$23.39

+0.13% today

1Y Change

-0.51%

Window

Jun 25, 2025 โ†’ Jun 18, 2026

Market Cap
$7.77B
Revenue Growth
+19.8%
EPS Growth
+53.1%
Dividend Yield
0.0%

Coverage: 247 bars ยท Jun 25, 2025 โ†’ Jun 18, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

Affiliated Managers Group, Inc. (MGRE) is a Financial Services stock with a market cap of $7.77B and listed on NYSE. The stock last traded around $23.39 and down 0.5% across the available one-year price window (Jun 25, 2025 โ†’ Jun 18, 2026). Baseline metrics include revenue growth of +19.8%, EPS growth of +53.1%, a dividend yield of 0.0%. What stands out right now is revenue +19.8%, EPS +53.1%, free cash flow +8.2% with operating margin 29.5% and ROIC 5.7%. The dividend is present but secondary, with a yield around 0.0%. Valuation is more restrained than many high-expectation growth names at P/E 11.2 and price/sales 3.4. Stock Foundry combines MGRE price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.

Sector Context

How this name stacks up against nearby peers on first-pass metrics.

Revenue Growth

Above sector median

+19.8% vs +3.4% peer median

Operating Margin

Above sector median

+29.5% vs +4.7% peer median

What Changed This Quarter

Latest report context and the signals most likely to have changed the story.

Latest report is on the board

2026 was reported on May 4, 2026, but the surprise data is still limited.

The operating story is still moving forward

Revenue is running at +19.8% and EPS at +53.1%, with operating margin around 29.5%.

Shareholder return is still part of the story

The stock is still offering a dividend yield around 0.0%, which matters if the thesis depends on income as much as growth.

Earnings Reaction Memory

How the stock has tended to move after recent reports.

Across the last 3 reported quarters, the stock averaged +0.6% over the next 5 trading days and finished higher after 3 of those reports.

View quarter-by-quarter reaction table
QuarterEPS ฮ”1D5D20D
2026
May 4, 2026
โ€”+0.5%+0.8%+0.1%
2026
Feb 12, 2026
+7.0%-0.2%+0.4%-2.8%
2025
Nov 3, 2025
+9.3%-0.0%+0.8%-1.8%

Benchmark Edge

MGRE vs SPY, QQQ, and Sector ETFs

Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.

Shared 1Y chart + MAX history table

MGRE

โ€”

Normalized return

SPY

--

S&P 500

Excess Return

--

Relative to SPY

MGRE Max Drawdown

-12.12%

Trailing 1Y

SPY Max Drawdown

โ€”

Trailing 1Y

Benchmark comparison is loading or unavailable right now.

Calendar-Year Returns

Uses the longest available daily history for MGRE and SPY.

Calendar-year return history is still loading or unavailable.
Affiliated Managers Group, Inc. logo

Company Overview

Affiliated Managers Group, Inc.

New York Stock Exchange

West Palm Beach, FL, US

Affiliated Managers Group, Inc., through its affiliates, operates as an asset management company providing investment management services to mutual funds, institutional clients, and high net worth individuals in the United States. It provides advisory or subadvisory services to mutual funds. These funds are distributed to retail and institutional clients directly and through intermediaries, including independent investment advisors, retirement plan sponsors, broker-dealers, major fund marketplaces, and bank trust departments. The company also offers investment products in various investment styles in the institutional distribution channel, including small, small/mid, mid, and large capitalization value and growth equity, and emerging markets. In addition, it offers quantitative, alternative, and fixed income products, and manages assets for foundations and endowments, defined benefit, and defined contribution plans for corporations and municipalities. Affiliated Managers Group provides investment management or customized investment counseling and fiduciary services. Affiliated Managers Group, Inc. was formed in 1993 and is based in West Palm Beach, Florida with additional offices in Prides Crossing, Massachusetts; Stamford, Connecticut; London, United Kingdom; Dubai, United Arab Emirates; Sydney, Australia; Hong Kong; Tokyo, Japan, Zurich, Switzerland and Delaware.

Leadership
Laura M. Thompson
IPO Date
Mar 27, 2024
Employees
4.1k
Street Address
777 South Flagler Drive
Mailing
West Palm Beach, FL, 33401
Region
West Palm Beach, FL, US
Reporting Currency
USD
Investor Line
800-345-1100
Last Updated
May 2, 2026
CIK: 0001004434ISIN: US0082528276
Reports in USDSEC Registered

Key Fundamentals

Valuation, growth, profitability, and balance sheet signals.

Valuation

P/E
11.2
EV/EBITDA
6.6
Price/Sales
3.4
Price/Book
2.5

Growth

Revenue
+19.8%
EPS
+53.1%
Free Cash Flow
+8.2%

Profitability

Gross Margin
62.0%
Operating Margin
29.5%
Net Margin
30.9%
ROE
22.0%
ROIC
5.7%

Balance Sheet

Debt/Equity
0.83
Current Ratio
โ€”

Earnings Reports

๐Ÿ“… Last reportedMay 4, 2026
PeriodB/MEPSEPS ฮ”RevenueRev ฮ”
โ€”
May 4, 26
โ€”
Est 8.15
โ€”
โ€”
Est 544536.3B
โ€”
โ€”
Feb 12, 26
โœ“
9.48
Est 8.86
+7.0%
556600.0B
Est 578542.0B
-3.8%
โ€”
Nov 3, 25
โœ“
6.44
Est 5.89
+9.3%
528000.0B
Est 544638.4B
-3.0%
โ€”
Jul 31, 25
โœ—
2.61
Est 5.29
-50.7%
493200.0B
Est 506463.7B
-2.6%
โ€”
May 8, 25
โœ—
2.22
Est 5.10
-56.5%
496500.0B
Est 499906.2B
-0.7%

Latest News

No news articles available

Official Releases

Company announcements and filings-style updates.

Official
No official releases available

Next Step

Keep the research moving

After the overview, the strongest next step is usually chart context or a tighter compare set.