Private Client Services LLC Makes New Investment in Affiliated Managers Group, Inc. $AMG

21 Mar 2026, 06:30 by Renee Jackson · The Cerbat Gem

Private Client Services LLC acquired a new stake in shares of Affiliated Managers Group, Inc. (NYSE:AMG – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 5,294 shares of the asset manager’s stock, valued at approximately $1,526,000.

Other institutional investors have also recently made changes to their positions in the company. Carrera Capital Advisors purchased a new position in Affiliated Managers Group during the 3rd quarter valued at approximately $4,295,000. Allianz Asset Management GmbH raised its holdings in shares of Affiliated Managers Group by 14.6% during the 3rd quarter. Allianz Asset Management GmbH now owns 393,161 shares of the asset manager’s stock worth $93,741,000 after acquiring an additional 50,219 shares in the last quarter. Skandinaviska Enskilda Banken AB publ raised its holdings in shares of Affiliated Managers Group by 103.0% during the 3rd quarter. Skandinaviska Enskilda Banken AB publ now owns 20,100 shares of the asset manager’s stock worth $4,792,000 after acquiring an additional 10,200 shares in the last quarter. Oliver Luxxe Assets LLC bought a new position in shares of Affiliated Managers Group during the 3rd quarter valued at approximately $2,673,000. Finally, Paragon Associates & Paragon Associates II Joint Venture bought a new position in shares of Affiliated Managers Group during the 3rd quarter valued at approximately $5,357,000. Hedge funds and other institutional investors own 95.30% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts recently weighed in on the stock. TD Cowen restated a “buy” rating on shares of Affiliated Managers Group in a research report on Wednesday, January 14th. Zacks Research lowered shares of Affiliated Managers Group from a “strong-buy” rating to a “hold” rating in a research report on Monday, December 15th. The Goldman Sachs Group lifted their price objective on shares of Affiliated Managers Group from $300.00 to $341.00 and gave the stock a “buy” rating in a research note on Tuesday, January 6th. Deutsche Bank Aktiengesellschaft set a $408.00 target price on shares of Affiliated Managers Group and gave the stock a “buy” rating in a report on Friday, February 13th. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of Affiliated Managers Group in a research report on Wednesday, January 21st. Seven equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $350.14.

Check Out Our Latest Analysis on AMG

Insider Buying and Selling

In other Affiliated Managers Group news, COO Thomas M. Wojcik sold 8,000 shares of the company’s stock in a transaction on Friday, March 6th. The stock was sold at an average price of $286.30, for a total value of $2,290,400.00. Following the transaction, the chief operating officer owned 159,465 shares of the company’s stock, valued at $45,654,829.50. This represents a 4.78% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, General Counsel Kavita Padiyar sold 2,200 shares of the stock in a transaction on Monday, March 9th. The stock was sold at an average price of $278.24, for a total value of $612,128.00. Following the completion of the sale, the general counsel owned 42,672 shares in the company, valued at approximately $11,873,057.28. The trade was a 4.90% decrease in their position. The disclosure for this sale is available in the SEC filing. 4.20% of the stock is currently owned by company insiders.

Affiliated Managers Group Price Performance

AMG stock opened at $278.47 on Friday. The stock has a market cap of $7.43 billion, a PE ratio of 12.07, a P/E/G ratio of 0.47 and a beta of 1.18. Affiliated Managers Group, Inc. has a 12 month low of $139.22 and a 12 month high of $334.78. The company has a 50-day moving average price of $305.58 and a 200 day moving average price of $273.96. The company has a current ratio of 1.34, a quick ratio of 1.34 and a debt-to-equity ratio of 0.64.

Affiliated Managers Group (NYSE:AMG – Get Free Report) last posted its quarterly earnings data on Thursday, February 12th. The asset manager reported $9.48 earnings per share for the quarter, topping analysts’ consensus estimates of $8.75 by $0.73. The company had revenue of $556.60 million for the quarter, compared to analyst estimates of $578.54 million. Affiliated Managers Group had a net margin of 34.55% and a return on equity of 18.45%. The firm’s revenue for the quarter was up 6.2% on a year-over-year basis. During the same period in the prior year, the company posted $6.53 EPS. Equities research analysts anticipate that Affiliated Managers Group, Inc. will post 22.86 earnings per share for the current year.

Affiliated Managers Group Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, March 9th. Stockholders of record on Monday, February 23rd were issued a $0.01 dividend. This represents a $0.04 annualized dividend and a dividend yield of 0.0%. The ex-dividend date was Monday, February 23rd. Affiliated Managers Group’s dividend payout ratio is presently 0.17%.

Affiliated Managers Group Company Profile

(Free Report)

Affiliated Managers Group, Inc (NYSE: AMG) is a global asset management holding company that partners with boutique investment firms. Founded in 1993 and headquartered in West Palm Beach, Florida, AMG invests in and collaborates with independent investment managers to foster growth while preserving their entrepreneurial culture. Through equity stakes and strategic support, the company aims to enhance its affiliates’ distribution capabilities, operational infrastructure and access to capital.