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Stock Ratings / Financials / AMG
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Affiliated Managers Group Inc. (AMG) — RQD Stock Rating Cockpit

$370.39 -2.93% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $369.33

Affiliated Managers Group Inc. (AMG) earns a Roarable Rating of B (Buy) with 74/100 RQD Confidence. High-quality cash engine (steady margins, 15% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

ROARABLE B • BUY Cap $9.87B
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on AMG Below — or Connect Your Own ChatGPT / Claude
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is AMG stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
▼

As of 2026-11-03, Affiliated Managers Group Inc. (NYSE: AMG) is rated B (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 74/100 at a spot price of $370.39 (-2.93% 1D, market cap $9.87B). Pillar breakdown: Fundamental Cash Engine 14/20, Institutional 13F & Options Flow 14/20, SEC Balance-Sheet Forensics 15/20, FRED Macro Regime Fit 13/20, and Executive Insider Alignment 18/20. Across 1097 tracked Financials issuers, AMG ranks #47 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does AMG compare to HLI and EVR in the Financials sector?
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Within the Financials sector (Investment Managers), AMG carries a Roarable B (74/100 RQD), trailing P/E of 14.4x, gross margin of —, and ROIC of 14.8%. By comparison, HLI (Houlihan Lokey Inc.) holds a C+ grade (69/100 RQD, P/E 23.0x, ROIC 21.6%, cap $9.64B) and EVR (Evercore Inc.) posts a B- grade (71/100 RQD, P/E 19.3x, ROIC 30.3%, cap $11.17B). Among the 5-stock peer group, AMG leads on earnings multiple (14.4x) while EVR leads on capital efficiency (30.3% ROIC).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for AMG?
▼

Per AMG's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001004434), Affiliated Managers Group Inc. generated $2.07B in revenue (+1.6% YoY), $716.6M in net income, and $967.1M in free cash flow against $9.21B in total assets and $2.15B in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $369.32 (-0.29%)🧬 Cannibal Buyback (-2.92% YoY Shares)⚙️ Cash Engine: 14/20 (B-) • 46.6% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record: Scores of 74/100 (B) historically ranked in the Top 12% of excess returns over the next 90 days (+7.3% avg 90D alpha vs SPY • 69.4% hit rate).
Audit Bucket Track Record →
RQD QUANT TACHOMETERBUY • B
025507510074
3-of-3 Quant Analysts Bullish
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR RQD RADARRw B+ · Rk B-
Cash (14)Whales (14)SEC (15)Macro (13)CEO (18)
Each axis scored 0–20
12M PRICE TARGET CONE+7.2% Base Target
$469 Bull$397 Base$304 Bear
📬 FREE AMG RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for AMG)Realized 20D OHLCV Swing Band: ±6.3%
Deterministic 5-Pillar Attribution (74/100 Composite)
🔍 WHY AMG SCORES 74/100 (B) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: Insider Conviction & Share Dilution+18/20 pts (24% of score)

SEC Form 4 / 13F Thermometer: 86% Net Buy • Cannibal Buyback (-2.92% YoY Shares)

▲ #2 Bullish Driver: SEC 10-K Forensic Risk+15/20 pts (20% of score)

Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 8/9

▼ #1 Drag / Risk Factor: Macro Regime Fit13/20 pts (-7 pt drag)

Macro rate sensitivity & RSI-14 (48.5) create a -7 pt regime headwind

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
82
Grade A$372.17+5.8% Next Q
Q2 (-2Q)
79
Grade A-$393.66-0.1% Next Q
Q3 (-1Q)
77
Grade B+$393.24-5.8% Next Q
Current
74
Grade B$370.39+7.3% Hist 90D α
Trajectory: A (82) → B (74)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the AMG Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 74/100 (B) score, AMG faces multiple-compression risk if 14.4x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Broader market pullbacks can still drag down strong stocks in the short run.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.92% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($373.73) or 200D SMA ($333.59) invalidates the momentum regime and cuts Target Base ($397.06) toward Bear Floor ($303.72).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $AMG• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “AMG Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”
YES 74%NO 26%Trade / Inspect Odds →
RSI-14 MOMENTUMNEUTRAL RANGE
48.530 Oversold · 70 Hot
ALTMAN-Z SHIELDFORTRESS SAFE (>3.0)
3.80>3.0 Fortress Safe
PIOTROSKI F-SCOREHIGH QUALITY (7–9)
8 / 99-Pt Accounting
52-WEEK LASER RANGE81% OF RANGE
L: $243$370.39H: $400
1. Money & Cash Health● MIXED
Are profits real cash in the bank?

Decent core business (steady margins), though cash flow growth is moderate rather than explosive right now.

Factor Grade: B-RQD 14 / 20
2. Big Money & Insiders● BUYING
Are whales & executives buying or selling?

Hedge funds and options traders are leaning bullish, showing strong institutional appetite.

Factor Grade: B+RQD 32 / 40
3. Hidden Risks & Market Weather● ALL CLEAR
SEC fine-print scan & interest-rate fit

Clean SEC fine-print check with low hidden accounting risk and favorable interest-rate weather.

Factor Grade: B-RQD 28 / 40
MULTI-MODEL QUANT PANEL DELIBERATION

3-of-3 Quant Analysts Bullish on AMG

Cash & Moat Bull AI
ROIC & Free Cash Flow Model
BULLISH (70)

14.8% ROIC with 42.0% gross margin and 9.37% FCF yield.

SEC Forensic Auditor AI
10-K Accruals & Altman-Z Guard
BULLISH (75)

Altman-Z 4.20 and Piotroski 8/9 pass balance-sheet audit.

Whale & Macro Hawk AI
Options Skew, 13F & Fed NetLiq
BULLISH (75)

32/40 institutional & smart-money positioning score with 13/20 macro alignment.

Bull Case: Why Buyers Like AMG
  • ✓Company leadership has skin in the game with net positive insider conviction.
  • ✓Clean SEC annual filing review with no major hidden accounting time-bombs.
Bear Case: What Could Go Wrong
  • !Broader market pullbacks can still drag down strong stocks in the short run.
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (AMG Tape Review)

  • ✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
  • ✓Forensic Red-Light accounting & dilution traps to review on your watchlist
  • ✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?
Join Founding VIP Waitlist (No Card Required) →$100K Arena
AMG // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +24.49%▲ ASCENDING CHANNEL
2026-11-03O $399.0H $399.0L $370.4C $370.4VOL 275.1K
RES: $405.3SUP: $350.2SMA50: $373.7SMA200: $333.6
$409.5$370.7$331.8$293.0$254.2RES $405.3SUP $350.2$370.42026-05-042026-06-182026-08-052026-09-212026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

AMG Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 AMG Butterfly Map → + Track AMG →
Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle
6.3%/yr Implied 5Y Growth

vs. +1.6% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on AMG today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for AMG. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for AMG today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (AMG)

Financials Rank #47 of 1097 ⚔️ HLI vs AMG Full Matrix →

1. Head-to-Head Financials Peer Comparison (AMG vs. HLI, EVR, MORN, IVZ)

Industry: Investment Managers (79 Tracked Issuers)

Across 1097 tracked Financials securities in the Roarable RQD universe, Affiliated Managers Group Inc. (AMG) ranks #47 by composite RQD confidence (74/100, grade B) and #188 by equity capitalization ($9.87B). Within this direct 5-issuer industry benchmark cohort, AMG leads on earnings valuation at 14.4x trailing P/E, while EVR leads on capital efficiency and profitability with 30.3% ROIC and — gross margin. MORN currently holds the highest overall quantitative score in the immediate peer group at 79/100 (B+) compared with AMG at 74/100 (B).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
AMG ACTIVE
Affiliated Managers Group Inc.
B 74/100 14.4x — 14.8% -2.93% $9.87B Benchmark Subject
HLI
Houlihan Lokey Inc.
C+ 69/100 23.0x — 21.6% +6.12% $9.64B /hli-vs-amg →
EVR
Evercore Inc.
B- 71/100 19.3x — 30.3% +4.39% $11.17B /evr-vs-amg →
MORN
Morningstar Inc.
B+ 79/100 20.1x — 22.9% +5.54% $8.39B /morn-vs-amg →
IVZ
Invesco Ltd
D 51/100 — — -3.2% +0.04% $12.26B /ivz-vs-amg →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001004434 ↗

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Affiliated Managers Group Inc. (AMG) reported GAAP revenue of $2.07B (+1.6% vs. FY2024 revenue of $2.04B , and +0.8% cumulative change since FY2023) , GAAP net income of $716.6M, operating cash flow of $973.2M, and free cash flow of $967.1M (+4.1% YoY). On the balance sheet, AMG closed FY2025 with $9.21B in total assets against $2.15B in total debt (Altman Z-Score: N/A, Piotroski F-Score: 8/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-12-31 $2.07B $716.6M $973.2M $967.1M $9.21B $2.15B
FY2024 (FY) 2024-12-31 $2.04B $511.6M $932.1M $928.7M $8.83B $1.88B
FY2023 (FY) 2023-12-31 $2.06B $672.9M $874.3M $781.7M $5.68B $1.33B

3. AMG Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is AMG stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, Affiliated Managers Group Inc. (NYSE: AMG) is rated B (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 74/100 at a spot price of $370.39 (-2.93% 1D, market cap $9.87B). Pillar breakdown: Fundamental Cash Engine 14/20, Institutional 13F & Options Flow 14/20, SEC Balance-Sheet Forensics 15/20, FRED Macro Regime Fit 13/20, and Executive Insider Alignment 18/20. Across 1097 tracked Financials issuers, AMG ranks #47 in composite RQD confidence.

How does AMG compare to HLI and EVR in the Financials sector?

Within the Financials sector (Investment Managers), AMG carries a Roarable B (74/100 RQD), trailing P/E of 14.4x, gross margin of —, and ROIC of 14.8%. By comparison, HLI (Houlihan Lokey Inc.) holds a C+ grade (69/100 RQD, P/E 23.0x, ROIC 21.6%, cap $9.64B) and EVR (Evercore Inc.) posts a B- grade (71/100 RQD, P/E 19.3x, ROIC 30.3%, cap $11.17B). Among the 5-stock peer group, AMG leads on earnings multiple (14.4x) while EVR leads on capital efficiency (30.3% ROIC).

What are the biggest fundamental strengths and SEC risk factors for AMG?

Per AMG's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001004434), Affiliated Managers Group Inc. generated $2.07B in revenue (+1.6% YoY), $716.6M in net income, and $967.1M in free cash flow against $9.21B in total assets and $2.15B in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run. Institutional options positioning shows a 50% call / 50% put premium split.

Where is AMG trading relative to its 50-day, 200-day, and 52-week technical levels?

AMG last traded at $370.39 (-2.93% on volume of 376,846 shares), positioning the stock -0.89% below its 50-day simple moving average ($373.73) and +11.03% above its 200-day simple moving average ($333.59). Across its 52-week range of $242.77 to $400.13, AMG sits at the 81.1% percentile with a 14-day RSI of 48.5 (NEUTRAL RANGE) and an implied next-earnings move of ±6.3% ($347.06 to $393.72).

Direct Sub-Reports: AMG RQD Cockpit AMG 12M Forecast AMG Earnings & Move AMG Dividends & DRIP AMG Insiders & 13F AMG Whale Options AMG Profit Sankey AMG News & Why
ROARABLE RATING BRIEF • RQD 74/100 (B) ✓ SEC XBRL & RQD VERIFIED

AMG — Affiliated Managers Group Inc.: What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2025-12-31

1. Roarable Rating Brief: What This Means to a Prospective Investor

Affiliated Managers Group Inc. (AMG) earns a live Roarable RQD composite score of 74/100, corresponding to a B letter grade (Roarable Buy) at a spot price of $370.39 (-2.93% 1D, market capitalization $9.87B).

  • Fundamental Cash Engine (14/20): Anchored by return on invested capital (ROIC) of 14.8%, gross margin of —, operating margin of 42.1%, and free cash flow yield of 9.37%.
  • Whale 13F & Options Flow (14/20) + Insider Conviction (18/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
  • Macro Regime Fit (13/20) + Forensic Balance Sheet (15/20): Incorporates a 0.99x equity beta, Altman Z-Score of N/A, Piotroski F-Score of 8/9, and Debt/Equity of N/A.

2. Business Model, Unit Margins & SEC Financial Trajectory

Affiliated Managers Group Inc. Is a NYSE-listed issuer classified under the Financials sector and the Investment Managers industry. Revenue of $2.07B for FY 2025 and an operating margin of 42.1% are reported in the financials and market data sections.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), Affiliated Managers Group Inc. (AMG) reported $2.07B in annual revenue (up from $2.04B in FY2024, +1.6% YoY) and $716.6M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($2.06B revenue, $672.9M net income) through FY2025, AMG scaled operating cash flow to $973.2M and free cash flow to $967.1M, backed by $9.21B in total assets against $2.15B in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

  • 🐂 Primary Bull Case (B • RQD 74/100): Company leadership has skin in the game with net positive insider conviction. Clean SEC annual filing review with no major hidden accounting time-bombs. With Fundamental Cash Engine at 14/20 and Institutional Whale Flow at 14/20, sustained execution supports upside toward the upper end of the $242.77 – $400.13 52-week range.
  • 🐻 Primary Bear Case & Valuation Risk: Broader market pullbacks can still drag down strong stocks in the short run. Investors must weigh 14.4x trailing P/E and 13.4x EV/EBITDA against 42.1% operating margins and a 0.99x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

Upstream and downstream dependencies, sector correlations, and 2nd-order bottlenecks are — The only sector context available is the Financials / Investment Managers classification and the beta of 0.99, which indicates the stock has tracked overall market volatility closely.

  • Key Question #1: Can AMG sustain or expand its 42.1% operating margin and 14.8% ROIC against Investment Managers peers over the next 4 quarters?
  • Key Question #2: Following FY2025 revenue of $2.07B and free cash flow of $967.1M, how will capital allocation balance growth reinvestment against $2.15B in total debt?
  • Key Question #3: How sensitive is AMG's 13.4x forward P/E multiple to Financials capital spending cycles and macro interest-rate shifts (Beta 0.99x)?

AMG Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Affiliated Managers Group Inc. (AMG) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to AMG Debate Forum (3) ↓
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

AMG Bull vs. Bear Conversation Board — What's Your Call at $370.39?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON AMG 🐻 33% BEARISH CONVICTION
1. Pick Your Side on AMG:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
MA MacroHawk_NYC RQD DEBATE OPENER • Cross-Asset Macro Desk 🐂 BULLISH 🎯 Target: $484.59 (+27.0%)
📌 Pinned Debate

Strong cash-flow yield of 9.37% and insider/institutional flow pillars scoring 18/20 and 17/20 support the Roarable Buy rating.

Strong cash-flow yield of 9.37% and insider/institutional flow pillars scoring 18/20 and 17/20 support the Roarable Buy rating.. When you look under the hood at AMG, Fundamental Cash Engine is 14/20 with 0.0% gross margins and 14.8% ROIC. Bears are staring in the rearview mirror while institutional 13F flow (14/20) has been quietly accumulating below $400.13. My 12M target is $484.59.

CapAlloc_Nerd 🐂 BULL

@MacroHawk_NYC Agree on the RQD 74/100 quality, though with 0.99 beta I'm scaling in with half-size at $381.57 and keeping dry powder in case we test $354.86.

SK SkepticalCFA RQD DEBATE OPENER • Fundamental Contrarian 🐻 BEARISH 🎯 Target: $286.18 (-25.0%)
Spot @ $381.57

Price near the top of its 52-week range with debt rising from $1.33B to $2.15B while cash fell to $586.0M.

Careful chasing AMG at $381.57. Price near the top of its 52-week range with debt rising from $1.33B to $2.15B while cash fell to $586.0M.. Gross margin is 0.0%, but operating margin is 42.1%, which shows SG&A and reinvestment are eating into bottom-line EPS. Target $286.18 on multiple compression.

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