Every material Form 8-K Artisan Partners Asset Management has filed with the SEC since April 23, 2024, 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.
Artisan Partners reported third-quarter 2026 results, with revenue up 4% and GAAP earnings per share of $1.04, compared with $0.93 a year earlier. Firmwide net outflows of $10.6 billion pushed ending assets under management down to $168.7 billion from $183.4 billion at June 30, 2026, and the board declared a variable quarterly dividend of $0.88 per share.
Q3 2026 revenues were $312.5 million, up from $301.3 million in Q3 2025; GAAP operating income was $109.8 million, up from $101.8 million.
GAAP earnings per share were $1.04 for Q3 2026, versus $0.93 in Q3 2025; adjusted earnings per share were $1.03.
Firmwide net outflows were $10.6 billion in the quarter, and ending AUM was $168.7 billion at September 30, 2026.
The board declared a $0.88 per share dividend, payable November 30, 2026, to holders of record on November 16, 2026.
Artisan Partners Holdings LP entered a $150 million five-year revolving credit agreement with Bank of America as administrative agent, maturing September 23, 2031, and terminated its prior $100 million facility. No borrowings were outstanding under either facility, so the change adds available credit rather than new debt.
New $150 million revolving facility dated September 23, 2026, with commitments increasable up to $225 million
Matures September 23, 2031; replaces $100 million facility dated August 16, 2022, which was set to mature August 16, 2027
Borrowings priced at Term SOFR plus 1.25% to 2.00%, depending on leverage ratio; covenants cap leverage at 3.00 to 1.00 and require interest coverage of at least 4.00 to 1.00
No outstanding borrowings under the new credit agreement as of the filing date
Artisan Partners reported second-quarter 2026 results on July 28, 2026. Revenue rose 9% from a year earlier to $307.9 million, and GAAP earnings per share were $1.11, up from $0.94. Net client outflows of $10.5 billion and a decision to wind down the U.S. Value business, expected to be largely complete by the end of the third quarter, weighed on the quarter, and the board declared a $0.80 per share dividend.
Revenue was $307.9 million, up 9% from $282.8 million in the second quarter of 2025; GAAP operating income was $84.6 million, up 6%.
Adjusted operating income was $101.4 million, up 13%; adjusted earnings per share were $0.94, up from $0.83.
Net client outflows totaled $10.5 billion, including $6.4 billion from U.S. Value strategies; the wind-down is expected to be largely complete by the end of the third quarter.
The board declared a variable quarterly dividend of $0.80 per share, payable August 31, 2026, to holders of record as of August 17, 2026.
Artisan Partners reported first-quarter 2026 results on April 28, 2026. Revenue rose 9% from a year earlier to $303.0 million, but net income attributable to the company fell to $58.0 million, or $0.76 per diluted share, from $61.1 million, or $0.82, in the first quarter of 2025, and firmwide net client outflows were $3.1 billion. The board also declared a variable quarterly dividend of $0.77 per share, payable May 29, 2026.
Revenue was $303.0 million, up from $277.1 million a year earlier but down from $335.5 million in the fourth quarter of 2025.
Diluted EPS was $0.76, compared with $0.82 a year earlier and $1.32 in the fourth quarter of 2025; adjusted net income per adjusted share was $0.87, up from $0.83.
Net client cash flows were negative $3.1 billion in the quarter, and ending assets under management were $173.0 billion.
The variable dividend of $0.77 per share has a record date of May 15, 2026 and a payment date of May 29, 2026.
Artisan Partners reported fourth-quarter 2025 revenue of $335.5 million, up from $297.0 million a year earlier, and diluted earnings per share of $1.32 versus $0.97. For full-year 2025, revenue was $1,196.7 million versus $1,111.8 million in 2024, while the company also recorded $12.7 billion of net client outflows. The board declared a $1.58 per share dividend, and Ryan G. Von Hoff was named Chief Accounting Officer.
Q4 2025 revenue $335.5 million vs $297.0 million in Q4 2024; diluted EPS $1.32 vs $0.97
Full-year 2025 revenue $1,196.7 million vs $1,111.8 million; diluted EPS $4.05 vs $3.66
Net client cash outflows of $12.7 billion in 2025; ending AUM $179.9 billion
Dividend of $1.58 per share ($1.01 variable quarterly plus $0.57 special), payable February 27, 2026 to holders of record February 13, 2026
Artisan Partners reported preliminary assets under management of $179.9 billion as of December 31, 2025, in a press release filed with the 8-K. The filing also says the board added Clarence Kane Brenan as a director on January 9, 2026, expanding it from eight to nine members, and that a subsidiary closed its acquisition of Grandview Property Partners, LLC on January 2, 2026.
Total firm AUM was $179.9 billion as of December 31, 2025, including $87.8 billion in Artisan Funds and Artisan Global Funds and $92.1 billion in separate accounts and other AUM.
December month-end AUM includes the impact of approximately $640 million of Artisan Funds distributions that were not reinvested.
Clarence Kane Brenan, former CEO of TIFF Investment Management, was appointed to the board on January 9, 2026 and to the Compensation Committee.
A subsidiary closed its previously announced acquisition of 100% of the equity of Grandview Property Partners, LLC on January 2, 2026.
Artisan Partners reported results for the quarter ended September 30, 2025. Revenue rose to $301.3 million from $282.8 million in the June quarter and $279.6 million a year earlier, but GAAP diluted earnings per share fell to $0.93 from $1.03 a year earlier. The company also declared a variable quarterly dividend of $0.88 per share, while reporting $2.3 billion of net client outflows and a $10.7 million non-cash tax charge.
Revenue of $301.3 million in the September 2025 quarter, compared with $282.8 million in the June 2025 quarter and $279.6 million a year earlier.
GAAP diluted EPS of $0.93, compared with $0.94 in the June quarter and $1.03 a year earlier; includes a $10.7 million non-cash tax charge ($0.15 per share).
Adjusted net income per adjusted share of $1.02, up from $0.83 in the June quarter; net client outflows of $2.3 billion; ending AUM of $181.3 billion.
Variable quarterly dividend of $0.88 per share, payable November 28, 2025, to shareholders of record as of November 14, 2025.
Artisan Partners reported results for the quarter ended June 30, 2025, with revenue of $282.8 million, up 4% from a year earlier, and GAAP net income of $67.6 million, or $0.94 per share, up from $57.6 million, or $0.80 per share. GAAP operating margin fell to 28.2% from 32.0%, mainly reflecting higher compensation costs, and the board declared a variable quarterly dividend of $0.73 per share.
Revenue of $282.8 million for the June 2025 quarter, up $12.0 million, or 4%, from $270.8 million a year earlier
GAAP net income of $67.6 million, or $0.94 per diluted share, versus $0.80 in the June 2024 quarter
Ending AUM of $175.5 billion at June 30, 2025, up 10% from $158.9 billion a year earlier
Board declared a $0.73 per share dividend, payable August 29, 2025, to holders of record on August 15, 2025
Artisan Partners Asset Management appointed Peter Crawford to its Board of Directors on July 2, 2025, and assigned him to the Board's Audit Committee. Crawford was previously CFO of Charles Schwab from May 2017 to October 2024. The filing describes a routine board addition with standard director compensation and indemnification terms.
Peter Crawford appointed to the Board and the Audit Committee on July 2, 2025
Crawford was Chief Financial Officer of Charles Schwab from May 2017 to October 2024
Most recently Managing Director and Advisor at Charles Schwab, October 2024 through June 2025
Compensation follows the standard director program described in the April 17, 2025 proxy statement
Artisan Partners Holdings LP agreed on June 3, 2025 to issue $50 million of Series G Senior Notes in a private placement expected to close August 15, 2025, subject to customary closing conditions. The company said it will use the proceeds to repay Series D senior notes maturing in August 2025. The filing also reports that all seven director nominees were elected and that shareholders approved executive compensation at the June 4, 2025 annual meeting.
Series G Senior Notes of $50 million bear 5.43% annual interest and mature August 16, 2030
Agreement sets a maximum leverage ratio of 3.00 to 1.00 and a minimum interest coverage ratio of 4.00 to 1.00
Notes must be offered for pre-payment after a change in control or if average quarterly AUM falls below $45 billion
All seven directors were elected; say-on-pay passed with 69,249,906 votes for and 1,543,569 against
Artisan Partners reported first-quarter 2025 results for the three months ended March 31, 2025. Revenue rose 5% from a year earlier to $277.1 million but fell 7% from the December 2024 quarter, and GAAP diluted earnings per share were $0.82, compared with $0.97 a quarter earlier and $0.84 a year earlier. The company also declared a variable quarterly dividend of $0.68 per share, payable May 30, 2025.
Revenue of $277.1 million, up 5% from $264.4 million a year earlier and down 7% from $297.0 million in the December 2024 quarter, which included $14.7 million of performance fees.
GAAP net income of $61.1 million, or $0.82 per diluted share, versus $0.84 a year earlier; adjusted net income of $67.0 million, or $0.83 per adjusted share, versus $0.76 a year earlier.
Ending AUM was $162.4 billion at March 31, 2025, up from $160.4 billion a year earlier, with $2.8 billion of net client cash outflows in the quarter.
Board declared a $0.68 per share variable dividend for the March 2025 quarter, payable May 30, 2025, to holders of record on May 16, 2025.
Artisan Partners said its board appointed President Jason Gottlieb to succeed Eric Colson as chief executive, effective June 4, 2025, the date of the 2025 annual meeting. Colson becomes Executive Chair and Board Chair, and Stephanie DiMarco moves to Lead Independent Director. The company said the compensation framework for both executives will not change materially, so the change is a planned leadership succession rather than a shift in financial terms.
Jason Gottlieb, 55, becomes CEO effective June 4, 2025, and is expected to join the Board at that time
Eric Colson becomes Executive Chair and Chair of the Board, effective June 4, 2025
Stephanie DiMarco moves from Board Chair to Lead Independent Director on the same date
Gottlieb joined the company in October 2016 and has been President since January 2021
Artisan Partners reported fourth-quarter 2024 revenue of $297.0 million, up 19% from a year earlier, and GAAP net income of $69.7 million, or $0.97 per share, compared with $64.8 million, or $0.92 per share, in the fourth quarter of 2023. The board also declared a variable quarterly dividend of $0.84 per share plus a special dividend of $0.50 per share, totaling $1.34 per share, payable February 28, 2025.
Q4 2024 revenue was $297.0 million, up 6% from $279.6 million in the September 2024 quarter and up 19% from a year earlier.
Q4 2024 GAAP net income was $69.7 million, or $0.97 per share, down from $72.9 million, or $1.03 per share, in the September quarter.
Full-year 2024 revenue was $1,111.8 million, up 14%, and GAAP net income was $259.7 million, or $3.66 per share, versus $3.19 per share in 2023.
Dividend of $1.34 per share is payable February 28, 2025 to holders of record as of February 14, 2025.
Artisan Partners reported third-quarter 2024 revenue of $279.6 million, up 12% from $248.7 million a year earlier, and GAAP net income of $72.9 million, or $1.03 per share, compared with $0.76 per share in the year-earlier quarter. The board also declared a variable quarterly dividend of $0.82 per share, which the company says represents about 80% of quarterly cash generation.
Revenue of $279.6 million for the quarter, up from $248.7 million in the September 2023 quarter and $270.8 million in the June 2024 quarter
GAAP diluted EPS of $1.03 versus $0.76 a year earlier; adjusted EPS of $0.92 versus $0.75
Ending AUM of $167.8 billion at September 30, 2024, up from $136.5 billion a year earlier
Dividend of $0.82 per share payable November 29, 2024, to holders of record as of November 15, 2024
Artisan Partners reported results for the three months ended June 30, 2024, with revenue of $270.8 million, up 11% from a year earlier, and GAAP net income of $57.6 million, or $0.80 per share, up from $53.6 million, or $0.76 per share. Assets under management ended the quarter at $158.9 billion, up 11% from a year earlier but down 1% from March 31, 2024, as the firm recorded $1.6 billion of net client cash outflows in the quarter. The board declared a variable quarterly dividend of $0.71 per share.
Q2 2024 revenue $270.8 million, up 11% from $242.9 million in Q2 2023 and up 2% from $264.4 million in Q1 2024
GAAP net income $57.6 million, or $0.80 per share, versus $59.5 million, or $0.84 per share, in Q1 2024; adjusted net income $66.0 million, or $0.82 per adjusted share
Ending AUM $158.9 billion at June 30, 2024, down $1.5 billion from March 31, 2024, after $1.6 billion of net client cash outflows
Quarterly dividend of $0.71 per share declared, payable August 30, 2024, to holders of record on August 16, 2024
Artisan Partners reported results for the three months ended March 31, 2024. Revenue and GAAP net income both rose from a year earlier, though net income fell from the December 2023 quarter. The board also declared a $0.61 per share variable quarterly dividend.
Revenue was $264.4 million, up 13% from $234.5 million a year earlier and up 6% from $249.0 million in the December 2023 quarter.
GAAP net income was $59.5 million, or $0.84 per diluted share, versus $50.8 million ($0.72) a year earlier and $64.8 million ($0.92) in the December 2023 quarter.
Ending assets under management were $160.4 billion, up from $138.5 billion a year earlier, driven by $26.0 billion of investment returns.
The variable quarterly dividend of $0.61 per share will be paid May 31, 2024, to shareholders of record as of May 17, 2024.
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