AFFILIATED MANAGERS GROUP, INC. financial metrics

Professional SEC-based dashboard for profitability, financial health, and growth with transparent scoring logic. Latest period: Q4 2025.

Symbol
AMG, MGR, MGRB, MGRD, MGRE on NYSE
Location
West Palm Beach, FL
Fiscal year end
31 December
Latest financial report
17 Feb 2026

Quick Takeaways

  • AMG - AFFILIATED MANAGERS GROUP, INC. financial facts are built from SEC company filings data.
  • Latest metrics period on this page: Q4 2025.
  • Headline metric: Return On Equity 22%.

What Changed

  • Return On Equity YoY change: <span class="text-green-600">+48%</span>.
  • Most recent SEC facts end date: 12 Feb 2026.

Why This Matters

  • This gives a beginner-friendly first read before you inspect detailed formulas and metric tables.
  • Every metric card links to a deeper SEC-backed history page for verification.

Official SEC Source

Based on latest 10-Q/10-K

Facts and ratios are grounded in SEC company facts linked to the latest 10-Q/10-K cycle.

See Original Filing

Latest SEC snapshot (2026-02-12) highlights Return On Equity 21.8%, Return On Assets 7.9%, and Debt-to-equity 1.36x.

Financial Quality Score

Transparent 0-100 scoring model based on profitability, financial health, and growth factors.

67.6/100

Balanced Confidence medium

Return On Equity

22%

Metric score 81.0/100

Return On Assets

7.9%

Metric score 74.3/100

Financial Health

Debt to Equity
1.36x

Strengths

Return On Equity, Return On Assets, and NetIncomeLoss YoY

Watchpoints

Debt-to-equity and Revenues YoY

Key metrics snapshot

Return On Equity

22%

YoY: +48%

Industry median: 12% (n=55)

View history

Return On Assets

7.9%

YoY: +39%

Industry median: 4.6% (n=64)

View history

Debt-to-equity

1.36x

YoY: +11%

Industry median: 0.97x (n=42)

View history

Revenues YoY

1.6%

YoY:

Industry median: 7.5% (n=46)

View history

NetIncomeLoss YoY

40%

YoY:

Industry median: 1.8% (n=52)

View history

Profitability

Metric Latest value YoY change
Return On Equity 22% +48%
Return On Assets 8% +39%

Financial Health

Metric Latest value YoY change
Debt-to-equity 1.36x +11%

Growth

Metric Latest value YoY change
Revenues YoY 1.6%
NetIncomeLoss YoY 40%

Share Metrics

Metric Latest value YoY change
Entity Common Stock, Shares Outstanding 26,684,730 -8.8%
Common Stock, Value, Issued $600,000 0%
Weighted Average Number of Shares Outstanding, Basic 28,500,000 -8.4%
Weighted Average Number of Shares Outstanding, Diluted 33,000,000 -8.6%

Additional Metrics

Metric Latest value YoY change
Revenue from Contract with Customer, Excluding Assessed Tax $2,074,400,000 +1.6%
Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest $1,186,300,000 +28%
Income Tax Expense (Benefit) $282,300,000 +55%
Earnings Per Share, Basic 25.18 +53%
Earnings Per Share, Diluted 22.74 +50%
Cash and Cash Equivalents, at Carrying Value $586,000,000 -38%
Property, Plant and Equipment, Net $54,400,000 -5.6%
Intangible Assets, Net (Excluding Goodwill) $1,639,300,000 -7.8%
Goodwill $2,531,200,000 +1%
Assets $9,207,400,000 +4.3%
Deferred Income Tax Liabilities, Net $533,100,000 +2.4%
Liabilities $4,785,300,000 +14%
Retained Earnings (Accumulated Deficit) $7,615,400,000 +10%
Stockholders' Equity Attributable to Parent $3,238,400,000 -3.2%
Stockholders' Equity, Including Portion Attributable to Noncontrolling Interest $4,175,300,000 -2.9%
Liabilities and Equity $9,207,400,000 +4.3%
Common Stock, Shares Authorized 153,000,000 0%
Common Stock, Shares, Issued 58,500,000 0%
Common Stock, Par or Stated Value Per Share 0.01 0%
Cash, Cash Equivalents, Restricted Cash and Restricted Cash Equivalents $586,000,000 -38%
Deferred Tax Assets, Valuation Allowance $47,000,000 +4.9%
Deferred Tax Assets, Gross $72,300,000 -11%
Comprehensive Income (Loss), Net of Tax, Attributable to Parent $773,400,000 +50%
Lessee, Operating Lease, Liability, to be Paid $162,500,000 -8.6%
Property, Plant and Equipment, Gross $213,100,000 -0.23%
Lessee, Operating Lease, Liability, to be Paid, Year Two $26,300,000 -6.1%
Lessee, Operating Lease, Liability, to be Paid, Year One $30,400,000 -12%
Operating Lease, Weighted Average Discount Rate, Percent 0.03 0%
Lessee, Operating Lease, Liability, Undiscounted Excess Amount $23,500,000 -7.1%
Lessee, Operating Lease, Liability, to be Paid, Year Three $24,900,000 +5.1%
Unrecognized Tax Benefits $46,000,000 +23%
Lessee, Operating Lease, Liability, to be Paid, Year Four $23,300,000 +3.1%
Deferred Tax Assets, Net of Valuation Allowance $25,300,000 -31%
Share-based Payment Arrangement, Expense $59,200,000 +14%

How we score

This score is transparent and deterministic. We weight profitability, financial health, and growth metrics, then renormalize weights when SEC data is missing.

Metric Weight V1 threshold
ROIC205% to 20%
ROE158% to 25%
ROA102% to 10%
Operating Margin55% to 25%
Current Ratio121.0x to 2.0x
Quick Ratio80.8x to 1.5x
Debt to Equity100.3x to 2.0x (lower is better)
Revenue YoY10-10% to +20%
Net Income YoY10-10% to +20%

How Calculated (standard_v1)

Metrics are computed with a market-consensus convention designed for cross-portal comparability.

  • TTM Operating Income / TTM Revenues
  • Current Assets / Current Liabilities (latest instant quarter)
  • (Current Assets - Inventory) / Current Liabilities; fallback: (Cash+Short-Term Investments + Accounts Receivable) / Current Liabilities
  • Total Debt / Stockholders Equity (latest instant quarter; shared unit; freshest series)
  • TTM Net Income / Average Equity (current quarter + same quarter previous year) / 2
  • TTM Net Income / Average Assets (current quarter + same quarter previous year) / 2
  • TTM NOPAT / Average Invested Capital, where NOPAT=Operating Income*(1-tax rate), Invested Capital=Equity+Total Debt-Cash & ST Investments
  • TTM Revenues YoY
  • TTM Net Income YoY