Every material Form 8-K Affiliated Managers filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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
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
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
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.
Affiliated Managers Group reported fourth-quarter 2025 diluted EPS of $11.21, up from $4.92 a year earlier, with net income attributable to the company of $347.6 million, helped by $243.8 million of affiliate transaction gains. The board also declared a $0.01 quarterly dividend and authorized an additional repurchase program of up to 4.2 million shares, bringing total available repurchase capacity to about 6 million shares.
Q4 2025 consolidated revenue was $556.6 million, versus $524.2 million in Q4 2024
Q4 2025 Economic EPS was $9.48, versus $6.53 a year earlier; full-year 2025 Economic EPS was $26.05
Full-year 2025 diluted EPS was $22.74, versus $15.13 in 2024
Dividend of $0.01 per share is payable March 9, 2026 to holders of record on February 23, 2026
Affiliated Managers Group said President and Chief Operating Officer Thomas M. Wojcik will leave the company on March 6, 2026, with his duties being split among other senior leaders. The filing lists separation payments of $5,025,000 in 2026 and a further $11,050,000 in early 2027, subject to conditions, and cancels his unvested equity awards.
Thomas M. Wojcik steps down as President and Chief Operating Officer effective March 6, 2026
Cash payments of $5,025,000 in 2026, conditioned on a separation and release agreement
Additional $11,050,000 cash payment in Q1 2027, conditioned on ongoing obligations through early 2027
No long-term or short-term incentive pay for 2025 or 2026; all unvested equity awards cancelled on departure date
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Affiliated Managers filing is on SEC EDGAR ↗. 8-K briefs of other companies →