Jul 30, 7:14 AM ET
Affiliated Managers Group reported second-quarter 2026 results that improved sharply from a year earlier, with revenue of $640.7 million versus $493.2 million and net income attributable to the controlling interest of $186 million versus $84 million. The company also declared a quarterly dividend of $0.01 per share and repurchased $189 million of stock in the quarter.
- Diluted EPS was $6.95 for Q2 2026 versus $2.80 for Q2 2025; Economic EPS was $8.29, up 54% year over year
- Consolidated revenue was $640.7 million for the quarter, up from $493.2 million; record AUM was $942.4 billion at June 30, 2026
- Quarterly dividend of $0.01 per share is payable August 24, 2026 to holders of record on August 10, 2026
- Share repurchases were $189 million in Q2 and $375 million in the first half of 2026
Read the filing on SEC.gov ↗
Jun 9, 4:30 PM ET
Affiliated Managers Group entered a Fourth Amended and Restated Credit Agreement on June 9, 2026, providing a $1.25 billion senior unsecured revolving credit facility with Bank of America as administrative agent. It replaces the company's prior credit agreement dated November 15, 2024, and borrowings may fund general corporate purposes, including repurchases of common stock and cash dividends.
- Facility size is $1.25 billion, maturing June 9, 2031
- Company may increase commitments by up to $750 million, subject to conditions
- Covenants include leverage and interest coverage financial tests, plus limits on priority debt, asset sales and fundamental changes
Read the filing on SEC.gov ↗
May 1, 6:37 AM ET
Affiliated Managers Group reported first-quarter 2026 results that improved sharply from a year earlier, with diluted EPS of $3.84 versus $2.20 and Economic EPS of $8.23, up 58%. The company also declared a $0.01 per share quarterly dividend and repurchased approximately $186 million of common stock during the quarter.
- Consolidated revenue of $544.9 million, up from $496.6 million in the first quarter of 2025
- Net income attributable to the controlling interest of $110.4 million, up from $72.4 million
- Record assets under management of $882.0 billion and net client cash flows of $22.5 billion
- Quarterly dividend of $0.01 per share, payable May 26, 2026 to holders of record on May 11, 2026
Read the filing on SEC.gov ↗
Feb 26, 4:31 PM ET
AMG announced that G. Staley Cates, former Vice Chairman of Southeastern Asset Management, will join its Board as an independent director effective April 1, 2026. Director Karen L. Alvingham, who joined the Board in January 2018, will retire from the Board on the same date, and Jay C. Horgen was re-appointed President effective April 1, 2026 while continuing as Chief Executive Officer. The filing contains no financial results, so the changes affect board composition and leadership titles rather than reported performance.
- G. Staley Cates joins the Board as an independent director effective April 1, 2026; he was Vice Chairman of Southeastern from 2015 through 2024 and its President from 1989 through 2015.
- Karen L. Alvingham will retire from the Board effective April 1, 2026; she was appointed in January 2018.
- Jay C. Horgen was re-appointed President effective April 1, 2026 and will continue to serve as Chief Executive Officer.
Read the filing on SEC.gov ↗
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
