Affiliated Managers Group, Inc. (MGRE) stock
MGRENYSEInvestment AdviceFiscal year ends December 31Also trades as AMG, MGR, MGRB, MGRD
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026Score 15/307% below fair value
$21.05−0.02 (-0.09%)
Close on Oct 30, 2026Market cap $566.25MP/E 0.7Yield 0.19%
Affiliated Managers statistics
68 measures from SEC filings and the closing price. Hover a name for the formula; the last column is the median of companies in the same industry group.
Important dates
- Next earnings
- –
- Last ex-dividend date
- Sep 29, 2026
- Fundamentals through
- Jun 30, 2026
- Share price as of
- –
Share statisticsIndustry
- Shares Change (YoY)
- -12.7%
- 1.07%
- Float
- 25M
- 27M
- Shares Held by Insiders
- 3.72%
- 0.00%
- Shares Held by Institutions
- 97.6%
- 36.6%
Short sellingIndustry
- Short Interest
- 1M
- –
- Short Interest Change
- -2.92%
- 0.58%
- Days to Cover
- 3.02
- 1.93
Stock price statisticsIndustry
- 52-Week High
- $400.13
- –
- 52-Week Low
- $236.32
- –
- 20-Day Moving Average
- $385.74
- –
- 50-Day Moving Average
- $371.74
- –
- 200-Day Moving Average
- $332.53
- –
- Average True Range (14)
- $11.40
- –
- Price Change (1 Week)
- -0.48%
- -2.90%
- Price Change (1 Month)
- 2.59%
- -7.64%
- Price Change (3 Months)
- 0.18%
- -0.80%
- Price Change (6 Months)
- 31.1%
- -3.16%
- Price Change (YTD)
- 32.4%
- -12.6%
- Price Change (1 Year)
- 60.4%
- -8.67%
- Price Change (3 Years)
- 210.8%
- 52.7%
- Price Change (5 Years)
- 127.3%
- 17.6%
- Price Change (10 Years)
- 187.6%
- 135.8%
- Average Volume (10 Days)
- 236,254
- –
- Average Volume (20 Days)
- 274,720
- –
- Average Volume (90 Days)
- 279,010
- –
- Relative Volume
- 0.99
- 1.21
- Relative Strength Index (14)
- 49.7
- 39.0
- Volatility (1 Year)
- 33.0%
- 44.4%
- Beta (5 Years)
- 1.13
- 0.76
MarginsIndustry
- Pretax Margin
- 61.2%
- 22.3%
- FCF Margin
- 46.9%
- 20.3%
Returns on capitalIndustry
- Return on Equity (ROE)
- 27.3%
- 14.4%
- Return on Assets (ROA)
- 9.40%
- 2.24%
GrowthIndustry
- Revenue Growth (YoY)
- 11.8%
- 14.4%
- Net Income Growth (YoY)
- 93.6%
- 9.13%
- EPS Growth (YoY)
- 117.5%
- 15.7%
- FCF Growth (YoY)
- 16.7%
- 11.0%
- Revenue Growth (3Y CAGR)
- -3.79%
- 11.9%
- Revenue Growth (5Y CAGR)
- 0.46%
- 9.48%
- EPS Growth (3Y CAGR)
- -3.56%
- 11.0%
- EPS Growth (5Y CAGR)
- 39.3%
- 8.95%
EfficiencyIndustry
- Asset Turnover
- 0.25
- 0.25
- Revenue Per Employee
- $405.39K
- $1.00M
- Profits Per Employee
- $152.91K
- $145.56K
- Employee Count
- 5,600
- 700
Income statement (TTM)Industry
- Pretax Income
- $1.39B
- $269.30M
Balance sheetIndustry
- Net Cash (Debt)
- $411.00M
- $39.05M
- Net Cash Per Share
- $15.89
- $1.34
- Equity (Book Value)
- $3.04B
- $543.32M
- Book Value Per Share
- $117.48
- $17.29
- Tangible Book Value
- -$1.05B
- $241.03M
Cash flow (TTM)Industry
- Capital Expenditures
- -$6.90M
- -$12.55M
- FCF Per Share
- $41.18
- $2.53
Dividends and yieldsIndustry
- Dividend Per Share
- $0.04
- $1.40
- Dividend Growth (YoY)
- 0.00%
- 5.80%
- Years of Dividend Growth
- 0
- 2
Taxes and interestIndustry
- Income Tax
- $335.70M
- $39.40M
- Effective Tax Rate
- 24.2%
- 21.4%
Scores and fair valueIndustry
- Graham Number
- $272.97
- $40.68
- Piotroski F-Score
- 7
- 5
Total return vs. the S&P 500
Price change plus reinvested dividends, to the close on Oct 30, 2026. The S&P 500 is measured by the SPY fund.
| Period | MGRE | S&P 500 | Difference | MGRE per year | S&P 500 per year |
|---|---|---|---|---|---|
| 1 month | -1.7% | -0.9% | −0.8 pts | ||
| 3 months | -6.1% | +2.1% | −8.2 pts | ||
| Year to date | -8.4% | +11.7% | −20.1 pts | ||
| 1 year | -7.8% | +12.4% | −20.2 pts |
Short interest
Shares sold short and not yet covered, reported by brokers to FINRA twice a month. Latest settlement date Oct 15, 2026.
0M MGRE shares were sold short on Oct 15, 2026, up 99.9% from the previous report. At recent volumes it would take 1.0 days to buy them back. Over the last 20 sessions, 47.3% of the volume reported to FINRA was short selling.
| Settlement date | Shares short | Change | Avg. daily volume | Days to cover |
|---|---|---|---|---|
| Oct 15, 2026 | 9,224 | +99.9% | 47,740 | 1.0 |
| Sep 30, 2026 | 4,615 | +57.1% | 29,163 | 1.0 |
| Sep 15, 2026 | 2,938 | -80.7% | 28,491 | 1.0 |
| Aug 31, 2026 | 15,187 | -31.9% | 27,022 | 1.0 |
| Aug 14, 2026 | 22,293 | -10.8% | 18,287 | 1.2 |
| Jul 31, 2026 | 24,995 | -24.6% | 20,368 | 1.2 |
| Jul 15, 2026 | 33,132 | -61.1% | 28,333 | 1.2 |
| Jun 30, 2026 | 85,116 | -1.0% | 57,265 | 1.5 |
| Jun 15, 2026 | 86,010 | -20.0% | 29,094 | 3.0 |
| May 29, 2026 | 107,535 | -0.4% | 21,586 | 5.0 |
| May 15, 2026 | 107,993 | +25.1% | 26,963 | 4.0 |
| Apr 30, 2026 | 86,297 | +46.8% | 20,532 | 4.2 |
Ratios use trailing-twelve-month results and the latest balance sheet. How we calculate.