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    Affiliated Managers (AMG) Is Up 6.9% After Rising AUM And EPS Support Analyst Optimism – What's Changed

    Simply Wall St·01/07/2026 05:12:37
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    • In early January 2026, Affiliated Managers Group reported higher assets under management and economic earnings per share, following upbeat commentary from TD Cowen and Jefferies on the company’s business performance.
    • An interesting angle is how AMG’s combination of rising assets under management and buybacks has reinforced analyst confidence despite an earlier earnings miss.
    • With AMG’s recent analyst optimism and improved financial metrics, we’ll explore how this development may shape the company’s investment narrative.

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    Affiliated Managers Group Investment Narrative Recap

    To own Affiliated Managers Group, you generally need to believe in its multi-boutique model and the durability of fee income from both traditional and alternative managers. The latest jump in assets under management and economic EPS supports the near term catalyst of higher earnings power, but it does not remove the core risk that AMG still faces pressure from outflows and fee compression in traditional active equity strategies.

    The most relevant recent development is AMG’s ongoing share repurchase activity, with more than 2.0 million shares bought back in 2025 under the current program. Combined with higher AUM, these buybacks have helped lift economic earnings per share, which aligns with analysts’ positive commentary and keeps capital allocation in focus as a key support for the story, even as boutique concentration and fundraising volatility remain important watchpoints.

    But investors also need to be aware that AMG’s growing reliance on a few large affiliates...

    Read the full narrative on Affiliated Managers Group (it's free!)

    Affiliated Managers Group's narrative projects $2.2 billion revenue and $594.9 million earnings by 2028. This requires 2.7% yearly revenue growth and about a $152.5 million earnings increase from $442.4 million today.

    Uncover how Affiliated Managers Group's forecasts yield a $307.71 fair value, in line with its current price.

    Exploring Other Perspectives

    AMG 1-Year Stock Price Chart
    AMG 1-Year Stock Price Chart

    Two Simply Wall St Community members currently see AMG’s fair value in a tight US$296 to US$308 range, underscoring how differently individuals can assess the same business. Against that backdrop, the risk of earnings concentration in a handful of key affiliates could influence how you weigh those varied opinions and consider the resilience of AMG’s performance over time.

    Explore 2 other fair value estimates on Affiliated Managers Group - why the stock might be worth as much as $307.71!

    Build Your Own Affiliated Managers Group Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.