Financial Services
Live Price
Offline$23.39
+0.13% today
1Y Change
-0.51%
Window
Jun 25, 2025 โ Jun 18, 2026
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.
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.
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
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
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
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
Uses the longest available daily history for MGRE and SPY.

Company Overview
Affiliated Managers Group, Inc.
New York Stock Exchange
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.
Valuation, growth, profitability, and balance sheet signals.
Company announcements and filings-style updates.
Next Step
After the overview, the strongest next step is usually chart context or a tighter compare set.