MGRE
Financial ServicesAffiliated Managers Group, Inc. · Asset Management · $640M
What is Affiliated Managers Group, Inc.?
Affiliated Managers Group is a West Palm Beach-based asset management holding company that partners with independent investment management firms to deliver strategies across equity, fixed income, and alternative asset classes.
AMG generates revenue by acquiring equity stakes in boutique investment managers — called affiliates — and sharing in the economics of their assets under management. It serves mutual funds, institutional investors, foundations, endowments, and high-net-worth individuals through both direct and intermediary distribution channels worldwide.
The company was formed in 1993 and is headquartered in West Palm Beach, Florida.
- Advisory and subadvisory services to mutual funds
- Institutional investment strategies across equity and fixed income
- Alternative and quantitative investment products
- Customized investment counseling and fiduciary services
Is MGRE a Good Stock to Buy?
UQS Score rates MGRE as Good overall.
The Quality pillar stands out as a relative strength, reflecting the durability of AMG's affiliate-based business model. Valuation is rated Attractive, suggesting the market may not be fully pricing in the company's fundamentals relative to peers.
The Moat and Risk pillars both register as Weak, pointing to competitive pressures in asset management and meaningful uncertainty in the business outlook.
See the exact pillar breakdown and full financial metrics by signing up for a Pro account at UQS Score. Sign up free →
Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.
Does MGRE pay dividends?
Yes — Affiliated Managers Group, Inc. pays a dividend.
MGRE pays a regular dividend, which may appeal to income-oriented investors. The affiliate model generates fee-based cash flows that support distributions. Investors should review the current yield and payout cadence on AMG's investor relations page for the latest details.
When does MGRE report earnings?
Affiliated Managers Group reports earnings on a quarterly cadence, typical for US-listed equities.
AMG's results tend to reflect trends in assets under management across its affiliate network, making market conditions and investor flows key variables each quarter. Revenue and profitability can shift meaningfully with equity market cycles.
For the most recent quarter's results, visit Affiliated Managers Group's investor relations page directly.
MGRE Price History
+7.0% over 5Y
Monthly close, adjusted for stock splits and dividend reinvestment.
What if I invested in Affiliated Managers Group, Inc.?
Based on Affiliated Managers Group, Inc.'s historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.
Frequently Asked Questions
What does Affiliated Managers Group do?
Affiliated Managers Group operates as an asset management holding company. It takes equity stakes in independent investment management firms and earns a share of their fee revenues. Its affiliates serve mutual funds, institutions, and high-net-worth clients across equity, fixed income, and alternative strategies.
Does MGRE pay dividends?
Yes, MGRE pays a regular dividend. The company's affiliate-driven fee revenues support ongoing distributions to shareholders. For current yield and payment schedule details, check AMG's investor relations page.
When does MGRE report earnings?
Affiliated Managers Group reports on a quarterly cadence, consistent with standard US-listed company practice. For the exact schedule and most recent results, refer to the company's investor relations page.
Is MGRE a good stock to buy?
UQS Score rates MGRE as Good overall. The Quality pillar is a standout strength and Valuation is Attractive, but the Moat and Risk pillars are rated Weak. The full pillar breakdown is available to Pro members on UQS Score.
Is MGRE overvalued?
The UQS Valuation pillar for MGRE is rated Attractive, suggesting the stock may be reasonably priced relative to its fundamentals compared to sector peers. View the complete valuation analysis by signing up for a Pro account.
What is MGRE's market cap bracket?
MGRE is classified as a small-cap stock. This places it in a segment of the market that can offer growth potential but may also carry higher volatility and lower liquidity compared to large-cap asset managers.
Is MGRE a long-term quality indicator?
From a long-term quality perspective, AMG's affiliate model provides diversification across investment styles and geographies. However, the Weak Moat rating suggests limited structural advantages that could protect returns over time. The full quality and risk picture is available to Pro members.
What sector does MGRE belong to?
MGRE operates in the Financial Services sector, specifically within asset management. The company's revenues are closely tied to assets under management levels, which fluctuate with market conditions and investor flows.
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Pro Analysis
MGRE — Score History
| Date | UQS | Quality | Moat | Growth | Risk | Value | Change |
|---|---|---|---|---|---|---|---|
| May 14, 2026 | 61.8 | 92.9 | 36.0 | 51.9 | 30.1 | 98.0 | -0.1 |
| May 12, 2026 | 61.9 | 92.9 | 36.0 | 51.9 | 30.1 | 98.4 | -0.6 |
| May 7, 2026 | 62.5 | 93.4 | 36.0 | 51.9 | 32.8 | 98.7 | 0.0 |
| Apr 26, 2026 | 62.5 | 93.4 | 36.0 | 51.9 | 32.8 | 98.6 | 0.0 |
| Apr 19, 2026 | 62.5 | 93.4 | 36.0 | 51.9 | 32.8 | 98.7 | 0.0 |
| Apr 18, 2026 | 62.5 | 93.4 | 36.0 | 51.9 | 32.8 | 99.0 | -0.2 |
| Apr 14, 2026 | 62.7 | 93.4 | 36.0 | 51.9 | 32.8 | 100.0 | -3.5 |
| Apr 13, 2026 | 66.2 | 93.4 | 50.0 | 51.9 | 32.8 | 100.0 | +3.5 |
| Apr 2, 2026 | 62.7 | 93.4 | 36.0 | 51.9 | 32.8 | 100.0 | — |
MGRE — Pillar Breakdown
Quality
— 92.9/100 (25%)Affiliated Managers Group, Inc. demonstrates outstanding capital efficiency and profitability, placing it among the highest-quality businesses in the market.
Profitability relative to shareholders' equity.
Ability to convert revenue into operating profit.
Bottom-line profit as a share of revenue.
Free cash flow relative to market value.
Growth
— 51.9/100 (20%)Affiliated Managers Group, Inc. shows steady but unspectacular growth, typical for mature companies.
Revenue trajectory over the last twelve months.
Compound annual revenue growth rate over 3 years.
Year-over-year earnings per share growth.
Analyst consensus for future revenue growth.
Analyst consensus for future earnings growth.
Risk
— 30.1/100 (15%)Affiliated Managers Group, Inc. presents elevated risk with concerns around leverage or financial stability.
Total debt relative to shareholder equity.
Short-term liquidity — ability to pay near-term obligations.
Earnings capacity relative to interest payments.
Valuation
— 98.3/100 (15%)Affiliated Managers Group, Inc. appears attractively valued relative to its earnings, cash flows, and sector peers.
Inverse of forward P/E — higher yield means cheaper stock.
How many years of FCF the market cap represents.
P/E relative to earnings growth — lower is more attractive.
Enterprise value multiple relative to sector median.
Moat
— 36/100 (25%)Affiliated Managers Group, Inc. possesses some competitive advantages but faces meaningful competition. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for MGRE.
Score Composition
Financial Data
More Stock Analysis
How is the MGRE UQS Score Calculated?
The UQS (Unified Quality Score) for Affiliated Managers Group, Inc. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.
Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.
Moat (25%) assesses Affiliated Managers Group, Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.
Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.
Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.
Valuation (15%) measures whether Affiliated Managers Group, Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.
Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.