MGR

Affiliated Managers Group, Inc.

63
Fundamentals78/ 100
Valuation50/ 100
Upside potential53/ 100
Risk potential6/ 100

MGR lost money over the past year, so it has no meaningful PE right now. Analysts expect earnings to recover and profitability to improve.

MGR Fundamentals

MetricStatus
Healthy
Strong
N/A
N/A

MGR's revenue and profitability are currently healthy. Free cash flow and net leverage aren't meaningful measures for financial services companies like MGR.

MGR PE Valuation

MGR has no meaningful PE right now: it lost money over the past year.

MGR Forward outlook

MetricOutlook
--
Growth
Growth
Improving
Limited
High

Analysts expect earnings and revenue growth for MGR, with profitability improving.

MGR Risk to reward

ScenarioChangePrice
Upside+7%$19.17
Downside-6%$16.84

Calculated from the latest close: $17.94 on Nov 12.

MGR's one-year upside and downside scenarios are about the same size: +6.9% against −6.1%.

MGR Earnings Per Share

Q4 2023: $17.42Q1 2024: $18.09Q2 2024: $17.10Q3 2024: $15.40Q4 2024: $15.13Q1 2025: $13.19Q2 2025: $13.73Q3 2025: $16.82Q4 2025: $22.74Q1 2026: $24.38Q2 2026: $28.53Q3 2026: $28.30
Q4 2023: $17.42Q1 2024: $18.09Q2 2024: $17.10Q3 2024: $15.40Q4 2024: $15.13Q1 2025: $13.19Q2 2025: $13.73Q3 2025: $16.82Q4 2025: $22.74Q1 2026: $24.38Q2 2026: $28.53Q3 2026: $28.30
QuarterTTM EPSYoY
Q3 2026$28.30+68%
Q2 2026$28.53+108%
Q1 2026$24.38+85%
Q4 2025$22.74+50%
Q3 2025$16.82+9.2%
Q2 2025$13.73-20%
Q1 2025$13.19-27%
Q4 2024$15.13-13%

MGR earned $28.30 per share over the past year, up 68% from the year before.

MGR Quarterly Revenue

Q4 2023: $503MQ1 2024: $500MQ2 2024: $500MQ3 2024: $516MQ4 2024: $524MQ1 2025: $497MQ2 2025: $493MQ3 2025: $528MQ4 2025: $557MQ1 2026: $545MQ2 2026: $641MQ3 2026: $595M
Q4 2023: $503MQ1 2024: $500MQ2 2024: $500MQ3 2024: $516MQ4 2024: $524MQ1 2025: $497MQ2 2025: $493MQ3 2025: $528MQ4 2025: $557MQ1 2026: $545MQ2 2026: $641MQ3 2026: $595M
QuarterRevenueYoY
Q3 2026$595.2M+13%
Q2 2026$640.7M+30%
Q1 2026$544.9M+9.7%
Q4 2025$556.6M+6.2%
Q3 2025$528M+2.2%
Q2 2025$493.2M-1.4%
Q1 2025$496.6M-0.7%
Q4 2024$524.3M+4.3%

MGR's revenue has grown year over year for five quarters in a row: $595M last quarter, up 13% from the same quarter a year ago.

MGR Free Cash Flow

Q4 2023: $249MQ1 2024: $208MQ2 2024: $245MQ3 2024: $265MQ4 2024: $211MQ1 2025: $207MQ2 2025: $229MQ3 2025: $276MQ4 2025: $255MQ1 2026: $296MQ2 2026: $239MQ3 2026: $360M
Q4 2023: $249MQ1 2024: $208MQ2 2024: $245MQ3 2024: $265MQ4 2024: $211MQ1 2025: $207MQ2 2025: $229MQ3 2025: $276MQ4 2025: $255MQ1 2026: $296MQ2 2026: $239MQ3 2026: $360M
QuarterFree cash flowYoY
Q3 2026$360.1M+31%
Q2 2026$239M+4.2%
Q1 2026$295.5M+43%
Q4 2025$254.5M+20%
Q3 2025$275.9M+4.3%
Q2 2025$229.4M-6.2%
Q1 2025$207.3M-0.4%
Q4 2024$211.4M-15%

MGR's free cash flow was $1.1B over the past year, up 24% from the year before. Free cash flow isn't a meaningful measure for financial services companies like MGR.

MGR Total Shares

Q1 2024: 40MQ2 2024: 35MQ3 2024: 35MQ4 2024: 36MQ1 2025: 33MQ2 2025: 31MQ3 2025: 33MQ4 2025: 33MQ1 2026: 28MQ2 2026: 27MQ3 2026: 26M
Q1 2024: 40MQ2 2024: 35MQ3 2024: 35MQ4 2024: 36MQ1 2025: 33MQ2 2025: 31MQ3 2025: 33MQ4 2025: 33MQ1 2026: 28MQ2 2026: 27MQ3 2026: 26M
PeriodChange %Net change
Quarterly-3%-800K shares
1 year-21%-6.8M shares
3 years-38%-16M shares
5 years-43%-19.3M shares
Available history-48%-24.5M shares

MGR has 26M diluted shares, down 21% from a year ago, with $1.1B in buybacks over the past year.

MGR Net Leverage

MGR Weekly Momentum

MetricValueStatus
RSI25.3Oversold
Stochastic10.8Oversold

MGR's weekly RSI is 25 (oversold) and its Stochastic is 11 (oversold).

MGR PE vs Financial Services Sector

MGR has no meaningful PE right now: it lost money over the past year.

MGR Weekly Moving Averages

Moving averageMA priceRelative
8 week MA$18.84.4% below
20 week MA$19.57.8% below
50 week MA$20.211% below
100 week MA$20.914% below
200 week MA$21.918% below

MGR is in a downtrend: it's below all five of its weekly moving averages, and 18% below its 200-week average.

MGR Yearly ROI

YearStart priceEnd priceROI
2020$27.3$28.0+2.7%
2021$28.0$27.2-2.9%
2022$27.2$22.6-17%
2023$22.6$22.5-0.2%
2024$22.5$21.8-3.4%
2025$21.8$21.5-1.3%
2026 YTD$21.5$17.9-16%

MGR has finished five years in a row lower, and it's down 16% so far in 2026.

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