Stock Ratings / Financials / AAMI / financials

HTGC (42) FSK (51) NAN (45) APAM (59) ⌘ Pro Terminal →

Acadian Asset Management Inc. (AAMI) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$88.92 -2.63% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $88.33

Acadian Asset Management Inc. (AAMI) carries a Roarable Rating of D (Sell) with 50/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

📊 Historical Track Record: Scores of 50/100 (D) historically posted market-perform odds over rolling 90-day windows (-1.4% avg 90D alpha vs SPY) →

ROARABLE D • SELL / AVOID Cap $3.16B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on AAMI Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is AAMI stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

▼

As of 2026-11-03, Acadian Asset Management Inc. (NYSE: AAMI) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 50/100 at a spot price of $88.92 (-2.63% 1D, market cap $3.16B). Pillar breakdown: Fundamental Cash Engine 10/20, Institutional 13F & Options Flow 11/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 8/20, and SEC Balance-Sheet Forensics 8/20. Across 1096 tracked Financials issuers, AAMI ranks #642 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does AAMI compare to HTGC and FSK in the Financials sector?

▼

Within the Financials sector (Investment Managers), AAMI carries a Roarable D (50/100 RQD), trailing P/E of 40.5x, gross margin of —, and ROIC of 40.3%. By comparison, HTGC (Hercules Capital Inc.) holds a D- grade (42/100 RQD, P/E 9.3x, ROIC 15.3%, cap $3.14B) and FSK (FS KKR Capital Corp.) posts a D grade (51/100 RQD, P/E N/A, ROIC 0.2%, cap $3.05B). Among the 5-stock peer group, HTGC leads on earnings multiple (9.3x) while APAM leads on capital efficiency (71.9% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for AAMI?

▼

Per AAMI's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001748824), Acadian Asset Management Inc. generated $563.7M in revenue (+11.5% YoY), $80.0M in net income, and -$27.8M in free cash flow against $677.0M in total assets and $266.9M in total debt. Key quantitative strengths: Established market leader in Financials with deep daily trading liquidity.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $88.33 (-0.66%)🧬 Disciplined Float (+1.08% YoY Shares)⚙️ Cash Engine: 10/20 (D) • 0% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 50/100 (D) historically posted market-perform odds over rolling 90-day windows (-1.4% avg 90D alpha vs SPY • 49.3% hit rate — wait for RQD ≥ 70 breakout).

Audit Bucket Track Record →

RQD QUANT TACHOMETERSELL / AVOID • D

2-of-3 JEV AI Jury Bearish Warning

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D · Rk D+

Each axis scored 0–20

12M PRICE TARGET CONE-3.6% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for AAMI)Realized 20D OHLCV Swing Band: ±6.5%

Deterministic 5-Pillar Attribution (50/100 Composite)

🔍 WHY AAMI SCORES 50/100 (D) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: SEC 10-K Forensic Risk+13/20 pts (26% of score)

Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 4/9

▲ #2 Bullish Driver: Whale & Options Positioning+11/20 pts (22% of score)

20D Institutional Volume Accumulation (±6.5% realized swing band)

▼ #1 Drag / Risk Factor: Insider Conviction & Share Dilution8/20 pts (-12 pt drag)

Disciplined Float (+1.08% YoY Shares) & executive Form 4 sales trim 12 pts from alignment

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade C$91.10+4.4% Next Q

Q2 (-2Q)

Grade C$95.11-4% Next Q

Q3 (-1Q)

Grade C-$91.27-2.6% Next Q

Current

Grade D$88.92-1.4% Hist 90D α

Trajectory: C (58) → D (50)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

⚔️ Adversarial Opposing Case: What Could Spark a AAMI Turnaround Squeeze

Gideon Ashmere Forensic Desk →

While AAMI currently carries a cautious 50/100 (D) rating due to Insider Conviction & Share Dilution (8/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

🚀 Contrarian Squeeze Trigger #1

Established market leader in Financials with deep daily trading liquidity.

🚀 Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($92.44) and Max Pain ($93.37) forces dealer call-delta covering toward $103.45.

🚀 Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Disciplined Float (+1.08% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $AAMI• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “AAMI Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”

YES 50%NO 50%Trade / Inspect Odds →

VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How AAMI Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$0 (0% FCF Margin)

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow

FY23

Rev $426.6M

FY24

Rev $505.6M

FY25

Rev $563.7M

Fiscal Year	Revenue	Gross Margin	Op Margin	Net Profit	Free Cash Flow	ROIC %
FY 2025	$563.7M	52%	23.4%	$80.0M	-$27.8M	37.8%
FY 2024	$505.6M	52%	26.8%	$85.0M	$33.0M	37.3%
FY 2023	$426.6M	52%	24.8%	$65.8M	$49.1M	7.8%

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring AAMI)

✓Walkthrough of AAMI's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?

Join Founding VIP Waitlist (No Card Required) →$100K Arena

AAMI // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +31.64%🛡️ HOLDING TREND SUPPORT

2026-11-03O $91.32H $91.32L $88.92C $88.92VOL 625.4K

RES: $96.03SUP: $86.43SMA50: $92.44SMA200: $74.36

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

AAMI Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 AAMI Butterfly Map → + Track AAMI →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

30.7%/yr Implied 5Y Growth

vs. +11.5% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on AAMI today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for AAMI. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for AAMI today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (AAMI)

Financials Rank #642 of 1096 ⚔️ HTGC vs AAMI Full Matrix →

1. Head-to-Head Financials Peer Comparison (AAMI vs. HTGC, FSK, NAN, APAM)

Industry: Investment Managers (79 Tracked Issuers)

Across 1096 tracked Financials securities in the Roarable RQD universe, Acadian Asset Management Inc. (AAMI) ranks #642 by composite RQD confidence (50/100, grade D) and #352 by equity capitalization ($3.16B). Within this direct 5-issuer industry benchmark cohort, HTGC leads on earnings valuation at 9.3x trailing P/E, while APAM leads on capital efficiency and profitability with 71.9% ROIC and — gross margin. APAM currently holds the highest overall quantitative score in the immediate peer group at 59/100 (C-) compared with AAMI at 50/100 (D).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
AAMI ACTIVE Acadian Asset Management Inc.	D	50/100	40.5x	—	40.3%	-2.63%	$3.16B	Benchmark Subject
HTGC Hercules Capital Inc.	D-	42/100	9.3x	—	15.3%	-1.83%	$3.14B	/htgc-vs-aami →
FSK FS KKR Capital Corp.	D	51/100	—	—	0.2%	-1.25%	$3.05B	/fsk-vs-aami →
NAN Nuveen New York Quality Municipal Income Fund	D	45/100	—	—	—	+0.40%	$3.03B	/nan-vs-aami →
APAM Artisan Partners Asset Management Inc. (Class A)	C-	59/100	10.2x	—	71.9%	+0.52%	$2.97B	/apam-vs-aami →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001748824

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Acadian Asset Management Inc. (AAMI) reported GAAP revenue of $563.7M (+11.5% vs. FY2024 revenue of $505.6M , and +32.1% cumulative change since FY2023) , GAAP net income of $80.0M, operating cash flow of -$2.4M, and free cash flow of -$27.8M (-184.0% YoY). On the balance sheet, AAMI closed FY2025 with $677.0M in total assets against $266.9M in total debt (Altman Z-Score: N/A, Piotroski F-Score: 4/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$563.7M	$80.0M	-$2.4M	-$27.8M	$677.0M	$266.9M
FY2024 (FY)	2024-12-31	$505.6M	$85.0M	$55.8M	$33.0M	$703.2M	$277.2M
FY2023 (FY)	2023-12-31	$426.6M	$65.8M	$68.3M	$49.1M	$1.78B	$417.1M

3. AAMI Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is AAMI stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does AAMI compare to HTGC and FSK in the Financials sector?

What are the biggest fundamental strengths and SEC risk factors for AAMI?

Where is AAMI trading relative to its 50-day, 200-day, and 52-week technical levels?

AAMI last traded at $88.92 (-2.63% on volume of 625,447 shares), positioning the stock -3.81% below its 50-day simple moving average ($92.44) and +19.58% above its 200-day simple moving average ($74.36). Across its 52-week range of $41.47 to $98.52, AAMI sits at the 83.2% percentile with a 14-day RSI of 40.9 (NEUTRAL RANGE) and an implied next-earnings move of ±6.5% ($83.14 to $94.70).

AAMI Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

How profitable is Acadian Asset Management Inc. (AAMI)?

In FY 2025 (10-K), AAMI converted $563.7M of revenue into a 52% gross margin, 23.4% operating margin, and $0 in free cash flow (0% FCF margin).

Direct Sub-Reports: AAMI RQD Cockpit AAMI 12M Forecast AAMI Earnings & Move AAMI Dividends & DRIP AAMI Insiders & 13F AAMI Whale Options AAMI Profit Sankey AAMI News & Why

ROARABLE RATING BRIEF • RQD 50/100 (D) ✓ STAGE-C NUMBER FIREWALL VERIFIED

AAMI — Acadian Asset Management Inc.: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5

As of: 2026-11-02T15:23:52Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, AAMI scores 52 out of 100, a D+ grade labeled "Roarable Sell — Weak Fundamentals / Trim." Across the five pillars:

Fundamental Cash Engine: 10 / 20. Per the Roarable RQD rating, ROIC is 40.3% while the FCF yield is -0.86%. The gap between a high return on invested capital and negative free-cash-flow yield is the central tension: reported profitability is not converting into positive free cash flow at the current valuation.
Whale 13F Flow: 13 / 20. Per the Roarable RQD rating, this pillar reflects institutional accumulation and options positioning. The source data supplies only the pillar score and label; the underlying 13F detail is not itemized in the sources.
Insider Conviction: 8 / 20. Per the Roarable RQD rating, this pillar reflects SEC Form 4 and Congressional PTR cluster flow, and it is among the weaker pillars.
Macro Regime Fit: 8 / 20. Per the Roarable RQD rating, beta is 1.08 and the pillar reflects sector sensitivity, indicating roughly market-level sensitivity to broad moves.
Forensic Balance Sheet: 13 / 20. Per the Roarable RQD rating, Altman Z is 2.5, Piotroski F is 4/9, and Debt/Equity is 0.5. These are moderate readings rather than distress signals or strength.

For a prospective investor evaluating the stock today, the implication is that the rating is driven more by weak cash conversion and insider/macro pillars than by balance-sheet stress. Valuation is demanding on the reported multiples (P/E TTM 40.5, EV/EBITDA 22.2), so an upside case depends on cash generation catching up to earnings. This is an analytical read of the source data, not personalized advice.

Snapshot

Price	Market Cap	P/E (TTM)	Forward P/E	EV/EBITDA	EPS (TTM)	Dividend Yield	Beta	52-Wk Range	ROIC %
91.32	$3.24B	40.5	37.7	22.2	2.25	0%	1.08	$41.47 - $98.52	40.3%

Financial Trend

Period	Revenue	Operating Income	Net Income	EPS	FCF	Cash	Debt
FY 2025	$563.7M	$132.1M	$80.0M	N/A	$-27.8M	N/A	$266.9M
FY 2024	$505.6M	$135.5M	$85.0M	N/A	$33.0M	N/A	$277.2M
FY 2023	$426.6M	$106.0M	$65.8M	N/A	$49.1M	N/A	$417.1M

Per the SEC financials, revenue grew from $426.6M (FY 2023) to $563.7M (FY 2025), while net income moved from $65.8M to $85.0M and back to $80.0M in FY 2025. Per the market data, operating margin is 23.4% and net margin is 14.2%. Per the Roarable RQD rating, the Altman Z-Score is 2.5 and the Piotroski F-Score is 4/9. Per the SEC financials, debt declined from $417.1M to $266.9M over the period, and FCF turned negative in FY 2025 at $-27.8M after positive readings in prior years. Per the Roarable RQD rating, Debt/Equity is 0.5.

Recent Catalysts & News Wire Analysis

Per the recent news feed, the headlines cover several items: a Q3 2026 results report described as beating revenue and EPS estimates (ChartMill, GREEN/CATALYST), a Q3 earnings beat report (Yahoo Finance, YELLOW), an announcement that the company will report results for the quarter ended September 30, 2026 (Finviz, YELLOW), a price target raised to $88.00 (GuruFocus, GREEN/CATALYST), and two general market-wire pieces on AAMI (Yahoo Finance and Moomoo, YELLOW). Per the butterfly supply-chain graph, no supply-chain links or proprietary signals are provided. Risk watch: the stock price of $91.32 sits near the upper end of the $41.47 – $98.52 52-week range, and the FY 2025 FCF was negative.

Open Questions

What are the reported EPS and cash balance figures, which are listed as N/A in the financial periods?
What drove the swing from positive FCF in FY 2023–2024 to -$27.8M in FY 2025 despite growing revenue?
What are the specific holders and insider transactions behind the Whale 13F and Insider Conviction pillar scores?
What is the basis for the $88.00 price target and what is the analyst consensus rating?
What are the company's product lines, client concentration, and fee structure?

AAMI Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Acadian Asset Management Inc. (AAMI) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to AAMI Debate Forum (3) ↓

🟡 MARKET WIRE Yahoo Finance • 17h ago

Are Finance Stocks Lagging Acadian Asset Management Inc. (AAMI) This Year?

Yahoo Finance report covering Acadian Asset Management Inc. (AAMI) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST ChartMill • 20h ago

Acadian Asset Management (NYSE:AAMI) Q3 2026 Results Beat Revenue and EPS Estimates

ChartMill report covering Acadian Asset Management Inc. (AAMI) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Moomoo • 23h ago

Does Acadian Asset Management (NYSE:AAMI) Deserve A Spot On Your Watchlist?

Moomoo report covering Acadian Asset Management Inc. (AAMI) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 1d ago

Acadian Asset Management (AAMI) Surpasses Q3 Earnings Estimates

Yahoo Finance report covering Acadian Asset Management Inc. (AAMI) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Finviz • 1d ago

Acadian Asset Management Inc. to Report Financial and Operating Results for the Third Quarter Ended September 30, 2026

Finviz report covering Acadian Asset Management Inc. (AAMI) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST GuruFocus • 1d ago

AAMI Maintains by Acadian Asset Management -- Price Target Raised to $88.00

GuruFocus report covering Acadian Asset Management Inc. (AAMI) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Simply Wall St • 1d ago

Acadian Asset Management (AAMI) Stock May Still Look Reasonable On Earnings

Simply Wall St report covering Acadian Asset Management Inc. (AAMI) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE marketscreener.com • 1d ago

Acadian Asset Management Shares Down Despite Higher Q3 Financial Results

marketscreener.com report covering Acadian Asset Management Inc. (AAMI) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

AAMI Bull vs. Bear Conversation Board — What's Your Call at $88.92?

🐂 50% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON AAMI 🐻 50% BEARISH CONVICTION

RO RoarDesk_Moderator Roarable Research Desk ⚖️ DEBATE HOST 🎯 Target: $98.63 (+8.0%)

📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is AAMI (D+ • RQD 52/100) a Buy at $91.32?

Welcome to the AAMI (Acadian Asset Management Inc.) Roar Pit. Current RQD Composite is 52/100 (Roarable Sell — Weak Fundamentals / Trim) in Investment Managers. Bulls point to capital efficiency (40.3% ROIC), while bears focus on valuation multiple compression (40.5x trailing P/E). Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

BE BearTrap_Alert Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $74.88 (-18.0%)

Spot @ $91.32

Pump the brakes on AAMI — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on AAMI, but look at what you are paying: 40.5x trailing P/E with tightening sector spreads. Unless Acadian Asset Management Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

MA MacroHawk_NYC Verified K Arena Trader 🐂 BULLISH 🎯 Target: $115.06 (+26.0%)

Spot @ $91.32

AAMI cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on AAMI, the market is fixating on short-term headline noise in Investment Managers and ignoring the balance sheet and cash flow trajectory. At $91.32 (52-wk range $41.47 - $98.52), any beat on forward guidance forces shorts and underweight funds to chase.