Security
Affiliated Managers Group, Inc. 5.875% Junior Subordinated Notes due 2059 · MGR
MGRNYSEotherCurrentCIK 1004434Updated Oct 6, 2026
Name history
AFFILIATED MANAGERS GROUP INC · through Sep 20, 2013
MGR price & chart
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Recent filings
Results of Operations and Financial Condition · Other Events
Items 2.02, 8.01, 9.01
N-PX filing
4 filing
4 filing
4 filing
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Financials
FY 2025 · USDSource
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balance sheet · annual statements
| Line item | Q3 2025 | Q3 2024 | Q2 2026 | Q2 2025 | Q2 2024 | Q1 2026 | Q1 2025 | Q1 2024 | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ASSETS | ||||||||||||
| AssetsUSD | 8,928,200,000Source | 8,903,000,000Source | 9,403,500,000Source | 8,807,600,000Source | 8,845,000,000Source | 9,396,100,000Source | 8,714,100,000Source | 9,024,600,000Source | 9,207,400,000Source | 8,830,900,000Source | 9,059,600,000Source | 8,881,000,000Source |
| Property, Plant and Equipment, NetUSD | 55,200,000Source | 61,000,000Source | 53,400,000Source | 56,700,000Source | 62,800,000Source | 69,700,000Source | 56,900,000Source | 65,600,000Source | 54,400,000Source | 57,600,000Source | 67,300,000Source | 68,500,000Source |
| GoodwillUSD | 2,528,200,000Source | 2,532,000,000Source | 2,511,600,000Source | 2,537,600,000Source | 2,516,100,000Source | 2,524,100,000Source | 2,512,500,000Source | 2,517,500,000Source | 2,531,200,000Source | 2,504,900,000Source | 2,523,600,000Source | 2,648,700,000Source |
| Intangible Assets, Net (Excluding Goodwill)USD | 1,703,300,000Source | 1,807,100,000Source | 1,577,600,000Source | 1,716,100,000Source | 1,795,600,000Source | 1,585,700,000Source | 1,703,900,000Source | 1,802,300,000Source | 1,639,300,000Source | 1,777,800,000Source | 1,812,400,000Source | 1,876,000,000Source |
| Current assets: | ||||||||||||
| Cash and Cash Equivalents, at Carrying ValueUSD | 476,100,000Source | 1,010,700,000Source | 411,000,000Source | 361,000,000Source | 865,500,000Source | 376,100,000Source | 816,500,000Source | 793,400,000Source | 586,000,000Source | 950,000,000Source | 813,600,000Source | 429,200,000Source |
| Accounts Receivable | —Source | —Source | —Source | —Source | —Source | —Source | —Source | —Source | —Source | —Source | —Source | —Source |
| LIABILITIES AND EQUITY | ||||||||||||
| LiabilitiesUSD | 4,388,200,000Source | 4,231,900,000Source | 5,199,600,000Source | 4,332,800,000Source | 4,191,300,000Source | 5,148,200,000Source | 4,249,000,000Source | 4,111,100,000Source | 4,785,300,000Source | 4,182,200,000Source | 4,096,100,000Source | 4,240,000,000Source |
| Stockholders’ equity: | ||||||||||||
| Common Stock, Value, IssuedUSD | 600,000Source | 600,000Source | 600,000Source | 600,000Source | 600,000Source | 600,000Source | 600,000Source | 600,000Source | 600,000Source | 600,000Source | 600,000Source | 600,000Source |
| Retained Earnings (Accumulated Deficit)USD | 7,268,000,000Source | 6,738,100,000Source | 7,911,200,000Source | 7,055,900,000Source | 6,614,700,000Source | 7,725,500,000Source | 6,971,900,000Source | 6,539,100,000Source | 7,615,400,000Source | 6,899,800,000Source | 6,389,600,000Source | 5,718,200,000Source |
| Stockholders' Equity Attributable to ParentUSD | 3,343,400,000Source | 3,316,300,000Source | 3,038,000,000Source | 3,238,700,000Source | 3,330,900,000Source | 3,089,800,000Source | 3,188,200,000Source | 3,590,200,000Source | 3,238,400,000Source | 3,345,300,000Source | 3,587,900,000Source | 3,230,300,000Source |
| Additional Paid in Capital, Common StockUSD | 714,600,000Source | 711,300,000Source | 530,200,000Source | 701,200,000Source | 712,800,000Source | 554,700,000Source | 667,800,000Source | 712,100,000Source | 616,100,000Source | 733,100,000Source | 741,400,000Source | 695,500,000Source |
| Liabilities and EquityUSD | 8,928,200,000Source | 8,903,000,000Source | 9,403,500,000Source | 8,807,600,000Source | 8,845,000,000Source | 9,396,100,000Source | 8,714,100,000Source | 9,024,600,000Source | 9,207,400,000Source | 8,830,900,000Source | 9,059,600,000Source | 8,881,000,000Source |
| Deferred Income Tax Liabilities, NetUSD | 542,400,000Source | 522,000,000Source | 486,800,000Source | 544,300,000Source | 499,100,000Source | 479,100,000Source | 520,500,000Source | 487,500,000Source | 533,100,000Source | 520,500,000Source | 463,800,000Source | 464,700,000Source |
| Additional Financial Items | ||||||||||||
| Deferred Tax Liabilities, NetUSD | — | — | — | — | — | — | — | — | 531,300,000Source | 518,500,000Source | 461,000,000Source | 461,200,000Source |
| Long-term DebtUSD | 2,371,600,000Source | 2,619,700,000Source | 3,004,000,000Source | 2,621,200,000Source | 2,525,200,000Source | 2,918,600,000Source | 2,620,700,000Source | 2,524,900,000Source | 2,691,300,000Source | 2,620,200,000Source | 2,537,500,000Source | 2,535,300,000Source |
| Redeemable Noncontrolling Interest, Equity, Carrying AmountUSD | 273,500,000Source | 397,100,000Source | 270,200,000Source | 336,100,000Source | 391,000,000Source | 264,000,000Source | 366,100,000Source | 393,000,000Source | 246,800,000Source | 350,500,000Source | 393,400,000Source | 465,400,000Source |
cash flow · annual statements
| Line item | Q4 2025 | Q4 2024 | Q3 2025 | Q3 2024 | Q2 2026 | Q2 2025 | Q1 2026 | Q1 2025 | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash flows from operating activities: | ||||||||||||
| Net Income (Loss), Including Portion Attributable to Noncontrolling InterestUSD | — | — | 290,900,000Source | 185,800,000Source | 237,400,000Source | 135,900,000Source | 146,400,000Source | 99,200,000Source | 904,000,000Source | 740,600,000Source | 906,100,000Source | 1,388,100,000Source |
| Adjustments to reconcile net income to net cash provided by operating activities: | ||||||||||||
| Share-based Payment Arrangement, Noncash ExpenseUSD | — | — | — | — | — | — | — | 23,700,000Source | — | 111,600,000Source | 112,100,000Source | 113,800,000Source |
| Deferred Income Tax Expense (Benefit)USD | — | — | — | — | — | — | -45,700,000Source | 7,900,000Source | 83,800,000Source | 60,600,000Source | 31,400,000Source | 32,000,000Source |
| Net Cash Provided by (Used in) Operating ActivitiesUSD | — | — | — | — | — | — | 299,300,000Source | 208,900,000Source | 973,200,000Source | 932,100,000Source | 874,300,000Source | 1,054,700,000Source |
| Cash flows from investing activities: | ||||||||||||
| Net Cash Provided by (Used in) Investing ActivitiesUSD | — | — | — | — | — | — | -229,000,000Source | -35,600,000Source | -206,100,000Source | 379,100,000Source | 264,500,000Source | -109,900,000Source |
| Payments to Acquire Property, Plant, and EquipmentUSD | — | — | — | — | — | — | 3,800,000Source | 1,600,000Source | 6,100,000Source | 3,400,000Source | 12,400,000Source | 11,400,000Source |
| Cash flows from financing activities: | ||||||||||||
| Payment, Tax Withholding, Share-based Payment ArrangementUSD | — | — | — | — | — | — | — | — | 108,000,000Source | — | — | — |
| Payments for Repurchase of Common StockUSD | — | — | — | — | — | — | 185,100,000Source | 176,200,000Source | 706,300,000Source | 709,800,000Source | 341,900,000Source | 713,800,000Source |
| Net Cash Provided by (Used in) Financing ActivitiesUSD | — | — | — | — | — | — | -277,300,000Source | -316,900,000Source | -1,148,700,000Source | -1,175,900,000Source | -758,300,000Source | -1,402,900,000Source |
| Payments of Ordinary Dividends, Common StockUSD | — | — | — | — | — | — | — | 300,000Source | 1,000,000Source | 1,400,000Source | 1,500,000Source | 1,600,000Source |
| Proceeds from (Payments for) Other Financing ActivitiesUSD | — | — | — | — | — | — | -29,200,000Source | -25,400,000Source | -5,200,000Source | -99,000,000Source | -55,300,000Source | -50,500,000Source |
| Repayments of Long-term DebtUSD | — | — | — | — | — | — | — | 0Source | 826,100,000Source | 750,000,000Source | 25,000,000Source | 60,800,000Source |
| Cash, Cash Equivalents, Restricted Cash and Restricted Cash Equivalents, Period Increase (Decrease), Including Exchange Rate EffectUSD | — | — | — | — | — | — | -209,900,000Source | -139,500,000Source | -370,000,000Source | 131,100,000Source | 387,400,000Source | -480,700,000Source |
| Cash, Cash Equivalents, Restricted Cash and Restricted Cash EquivalentsUSD | — | — | 476,100,000Source | 1,010,700,000Source | 411,000,000Source | 361,000,000Source | 376,100,000Source | 816,500,000Source | 586,000,000Source | 950,000,000Source | 813,600,000Source | 429,200,000Source |
| Supplemental disclosure of cash flow information: | ||||||||||||
| Interest Paid, Excluding Capitalized Interest, Operating ActivitiesUSD | — | — | — | — | — | — | — | — | 137,900,000Source | 138,200,000Source | 110,400,000Source | 109,400,000Source |
| Income Taxes Paid, NetUSD | — | — | — | — | — | — | — | — | 110,700,000Source | 142,500,000Source | 314,500,000Source | 120,200,000Source |
| Effect of Exchange Rate on Cash, Cash Equivalents, Restricted Cash and Restricted Cash EquivalentsUSD | — | — | — | — | — | — | -2,900,000Source | 4,100,000Source | 11,600,000Source | -4,200,000Source | 6,900,000Source | -22,600,000Source |
| Additional Financial Items | ||||||||||||
| Share-based Payment Arrangement, ExpenseUSD | — | — | 12,500,000Source | 10,200,000Source | 10,200,000Source | 10,900,000Source | 6,900,000Source | 10,800,000Source | 59,200,000Source | 52,000,000Source | 59,400,000Source | 62,400,000Source |
| Equity Method Investment, Realized Gain (Loss) on DisposalUSD | — | — | — | — | — | — | — | — | — | — | 133,100,000Source | 641,900,000Source |
| Equity Securities, FV-NI, Unrealized Gain (Loss)USD | — | — | 1,400,000Source | 2,000,000Source | 3,400,000Source | 5,100,000Source | 300,000Source | -900,000Source | 5,500,000Source | 1,200,000Source | 2,900,000Source | — |
| Gain (Loss) on InvestmentsUSD | — | — | — | — | — | — | -3,900,000Source | 1,400,000Source | 55,700,000Source | 39,300,000Source | — | — |
| Gain (Loss) on Disposition of BusinessUSD | — | — | 127,600,000Source | 0Source | 14,600,000Source | 0Source | — | — | 371,300,000Source | 0Source | — | — |
| GoodwillUSD | — | — | 2,528,200,000Source | 2,532,000,000Source | 2,511,600,000Source | 2,537,600,000Source | 2,524,100,000Source | 2,512,500,000Source | 2,531,200,000Source | 2,504,900,000Source | 2,523,600,000Source | 2,648,700,000Source |
| Income (Loss) from Equity Method InvestmentsUSD | — | — | 88,500,000Source | 52,600,000Source | 124,900,000Source | 65,600,000Source | 147,400,000Source | 75,300,000Source | 462,900,000Source | 312,700,000Source | 280,000,000Source | 338,100,000Source |
| Income Tax Expense (Benefit)USD | — | — | 71,600,000Source | 31,300,000Source | 70,000,000Source | 35,700,000Source | 46,500,000Source | 27,400,000Source | 282,300,000Source | 182,600,000Source | 185,300,000Source | 358,300,000Source |
| Net Income (Loss) Attributable to ParentUSD | — | — | 212,400,000Source | 123,600,000Source | 185,900,000Source | 84,300,000Source | 110,400,000Source | 72,400,000Source | 716,600,000Source | 511,600,000Source | 672,900,000Source | 1,145,900,000Source |
| Net Income (Loss) Attributable to Noncontrolling InterestUSD | — | — | 78,500,000Source | 62,200,000Source | 51,500,000Source | 51,600,000Source | 36,000,000Source | 26,800,000Source | 187,400,000Source | 229,000,000Source | 233,200,000Source | 242,200,000Source |
| Net Income (Loss) Available to Common Stockholders, BasicUSD | — | — | 212,400,000Source | 123,600,000Source | 185,900,000Source | 84,300,000Source | 110,400,000Source | 72,400,000Source | 716,600,000Source | 511,600,000Source | 672,900,000Source | 1,145,900,000Source |
| Operating ExpensesUSD | — | — | 409,200,000Source | 374,700,000Source | 486,700,000Source | 412,700,000Source | 505,900,000Source | 456,900,000Source | 1,805,400,000Source | 1,507,800,000Source | 1,496,600,000Source | 1,673,500,000Source |
| Other Operating Income (Expense), NetUSD | — | — | -13,100,000Source | -11,600,000Source | -13,300,000Source | -10,000,000Source | -21,300,000Source | -11,700,000Source | -69,800,000Source | -40,300,000Source | — | — |
| Proceeds from Issuance of Long-term DebtUSD | — | — | — | — | — | — | — | 0Source | 899,300,000Source | 847,600,000Source | 25,000,000Source | 0Source |
| Proceeds from Maturities, Prepayments and Calls of Debt Securities, Available-for-saleUSD | — | — | — | 100,000,000Source | — | — | — | — | 0Source | 825,200,000Source | 511,100,000Source | — |
| Proceeds from Stock Options ExercisedUSD | — | — | — | — | — | — | — | — | 2,800,000Source | 300,000Source | 0Source | 2,600,000Source |
income statement · annual statements
| Line item | Q4 2025 | Q4 2024 | Q3 2025 | Q3 2024 | Q2 2026 | Q2 2025 | Q1 2026 | Q1 2025 | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total RevenueUSD | — | — | 528,000,000Source | 516,400,000Source | 640,700,000Source | 493,200,000Source | 544,900,000Source | 496,600,000Source | 2,074,400,000Source | 2,040,900,000Source | 2,057,800,000Source | 2,329,600,000Source |
| Selling, General and Administrative ExpenseUSD | — | — | 100,500,000Source | 97,000,000Source | 107,400,000Source | 95,700,000Source | 107,400,000Source | 94,700,000Source | 408,600,000Source | 376,500,000Source | 358,200,000Source | 385,500,000Source |
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling InterestUSD | — | — | 362,500,000Source | 217,100,000Source | 307,400,000Source | 171,600,000Source | 192,900,000Source | 126,600,000Source | 1,186,300,000Source | 923,200,000Source | 1,091,400,000Source | 1,746,400,000Source |
| Income Tax Expense (Benefit)USD | — | — | 71,600,000Source | 31,300,000Source | 70,000,000Source | 35,700,000Source | 46,500,000Source | 27,400,000Source | 282,300,000Source | 182,600,000Source | 185,300,000Source | 358,300,000Source |
| Net Income (Loss) Attributable to Noncontrolling InterestUSD | — | — | 78,500,000Source | 62,200,000Source | 51,500,000Source | 51,600,000Source | 36,000,000Source | 26,800,000Source | 187,400,000Source | 229,000,000Source | 233,200,000Source | 242,200,000Source |
| Net Income (Loss) Attributable to ParentUSD | — | — | 212,400,000Source | 123,600,000Source | 185,900,000Source | 84,300,000Source | 110,400,000Source | 72,400,000Source | 716,600,000Source | 511,600,000Source | 672,900,000Source | 1,145,900,000Source |
| Earnings Per Share, BasicUSD per share | — | — | 7.47Source | 4.11Source | 7.05Source | 2.96Source | 4.12Source | 2.48Source | 25.18Source | 16.45Source | 19.18Source | 29.77Source |
| Earnings Per Share, DilutedUSD per share | — | — | 6.87Source | 3.78Source | 6.95Source | 2.8Source | 3.84Source | 2.2Source | 22.74Source | 15.13Source | 17.42Source | 25.35Source |
| Weighted Average Number of Shares Outstanding, Basicshares | — | — | 28,400,000Source | 30,100,000Source | 26,400,000Source | 28,500,000Source | 26,800,000Source | 29,200,000Source | 28,500,000Source | 31,100,000Source | 35,100,000Source | 38,500,000Source |
| Weighted Average Number of Shares Outstanding, Dilutedshares | — | — | 32,900,000Source | 35,000,000Source | 26,900,000Source | 31,400,000Source | 27,500,000Source | 32,600,000Source | 33,000,000Source | 36,100,000Source | 42,200,000Source | 49,000,000Source |
| Additional Financial Items | ||||||||||||
| Current Income Tax Expense (Benefit)USD | — | — | — | — | — | — | — | — | 198,500,000Source | 122,000,000Source | 153,900,000Source | 326,300,000Source |
| Gain (Loss) on InvestmentsUSD | — | — | — | — | — | — | -3,900,000Source | 1,400,000Source | 55,700,000Source | 39,300,000Source | — | — |
| Income (Loss) from Continuing Operations before Income Taxes, DomesticUSD | — | — | — | — | — | — | — | — | 1,005,700,000Source | 678,500,000Source | 782,300,000Source | 639,000,000Source |
| Income (Loss) from Equity Method InvestmentsUSD | — | — | 88,500,000Source | 52,600,000Source | 124,900,000Source | 65,600,000Source | 147,400,000Source | 75,300,000Source | 462,900,000Source | 312,700,000Source | 280,000,000Source | 338,100,000Source |
| Interest ExpenseUSD | — | — | — | — | — | — | — | — | — | — | 123,800,000Source | 114,400,000Source |
| InterestExpenseOperatingUSD | — | — | 33,200,000Source | 34,700,000Source | 40,500,000Source | 34,500,000Source | 38,400,000Source | 34,100,000Source | 136,500,000Source | 133,300,000Source | — | — |
| Labor and Related ExpenseUSD | — | — | 253,500,000Source | 220,800,000Source | 316,100,000Source | 263,700,000Source | 287,100,000Source | 230,300,000Source | 1,019,800,000Source | 915,300,000Source | 907,500,000Source | 1,071,500,000Source |
| Net Income (Loss) Available to Common Stockholders, BasicUSD | — | — | 212,400,000Source | 123,600,000Source | 185,900,000Source | 84,300,000Source | 110,400,000Source | 72,400,000Source | 716,600,000Source | 511,600,000Source | 672,900,000Source | 1,145,900,000Source |
| Operating ExpensesUSD | — | — | 409,200,000Source | 374,700,000Source | 486,700,000Source | 412,700,000Source | 505,900,000Source | 456,900,000Source | 1,805,400,000Source | 1,507,800,000Source | 1,496,600,000Source | 1,673,500,000Source |
| Other Cost and Expense, OperatingUSD | — | — | — | — | — | — | — | — | — | — | 45,800,000Source | 34,700,000Source |
| Other Operating Income (Expense), NetUSD | — | — | -13,100,000Source | -11,600,000Source | -13,300,000Source | -10,000,000Source | -21,300,000Source | -11,700,000Source | -69,800,000Source | -40,300,000Source | — | — |
Filing attachments
amgq32026ex991.htm · 8-K · 2026-11-09
Exhibit 99.1 Investor and Media Relations: Patricia Figueroa +1 (617) 747-3300 ir@amg.com pr@amg.com AMG Reports Financial and Operating Results for the Third Quarter and Nine Months Ended 2026 Company reports Diluted EPS of $6.64, Economic EPS of $9.50 in the third quarter of 2026 Net income (controlling interest) of $173 million and Economic net income (controlling i…
Read attachment ↗amgq22026ex991.htm · 8-K · 2026-07-30
EX-99.1 2 amgq22026ex991.htm EX-99.1 Document Exhibit 99.1 Investor and Media Relations: Patricia Figueroa +1 (617) 747-3300 ir@amg.com pr@amg.com AMG Reports Financial and Operating Results for the Second Quarter and First Half of 2026 Company reports Diluted EPS of $6.95, Economic EPS of $8.29 in the second quarter of 2026 Net income (controlling interest) of …
Read attachment ↗amgq12026ex991.htm · 8-K · 2026-05-01
EX-99.1 2 amgq12026ex991.htm EX-99.1 Document Exhibit 99.1 Investor and Media Relations: Patricia Figueroa +1 (617) 747-3300 ir@amg.com pr@amg.com AMG Reports Financial and Operating Results for the First Quarter of 2026 Company reports Diluted EPS of $3.84, Economic EPS of $8.23 in the first quarter Record AUM of $882 billion and record positive net client cash…
Read attachment ↗d113085dex991.htm · 8-K · 2026-02-26
EX-99.1 2 d113085dex991.htm EX-99.1 EX-99.1 Exhibit 99.1 AMG Media & Investor Relations: Patricia Figueroa (617) 747-3300 ir@amg.com pr@amg.com AMG Appoints G. Staley Cates to its Board of Directors Karen L. Alvingham to Retire from Board of Directors WEST PALM BEACH, FL, February 26, 2026 - AMG, a strategic partner to leading independent investment management firms globally, today announced the appointment of G. Staley Cates to its Board …
Read attachment ↗affiliatedex991_021423.htm · SCHEDULE 13G/A · 2026-02-13
EXHIBIT 99.1 Joint Filing Agreement The undersigned acknowledge and agree that the Schedule 13G with respect to beneficial ownership by the undersigned of shares of Common Stock, par value $0.01 per share, of Affiliated Managers Group, Inc. filed on or about the date hereof is being filed on behalf of each of the undersigned in accordance with Rule 13d-1(k)(1) under the Securities Exchange Act of 1934, as amended, and that all subsequent amendments to such Schedule 13G shall be filed on behalf…
Read attachment ↗amgq42025ex991.htm · 8-K · 2026-02-12
Exhibit 99.1 Investor and Media Relations Patricia Figueroa +1 (617) 747-3300 ir@amg.com pr@amg.com AMG Reports Financial and Operating Results for the Fourth Quarter and Full Year 2025 Company reports Diluted EPS of $11.21, Economic EPS of $9.48 in the fourth quarter of 2025 Diluted EPS of $22.74, Economic EPS of $26.05 for the full year 2025 Net client cash inflows of …
Read attachment ↗