Affiliated Managers Group Inc. (AMG) — RQD Stock Rating Cockpit

$381.57 -4.37% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $379.48

Affiliated Managers Group Inc. (AMG) earns a Roarable Rating of B+ (Buy) with 77/100 RQD Confidence. High-quality cash engine (steady margins, 15% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

ROARABLE B+ • BUY Cap $10.32B
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
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🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is AMG stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-02, Affiliated Managers Group Inc. (NYSE: AMG) is rated B+ (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 77/100 at a spot price of $381.57 (-4.37% 1D, market cap $10.32B). Pillar breakdown: Fundamental Cash Engine 14/20, Institutional 13F & Options Flow 17/20, Executive Insider Alignment 15/20, FRED Macro Regime Fit 13/20, and SEC Balance-Sheet Forensics 18/20. Across 1096 tracked Financials issuers, AMG ranks #17 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does AMG compare to HLI and EVR in the Financials sector?
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Within the Financials sector (Investment Managers), AMG carries a Roarable B+ (77/100 RQD), trailing P/E of 14.4x, gross margin of —, and ROIC of 14.8%. By comparison, HLI (Houlihan Lokey Inc.) holds a B- grade (70/100 RQD, P/E 23.0x, ROIC 21.6%, cap $9.74B) and EVR (Evercore Inc.) posts a B grade (73/100 RQD, P/E 19.3x, ROIC 30.3%, cap $11.44B). Among the 5-stock peer group, AMG leads on earnings multiple (14.4x) while EVR leads on capital efficiency (30.3% 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 AMG?
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Per AMG's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001004434), Affiliated Managers Group Inc. generated $2.07B in revenue (+1.6% YoY), $716.6M in net income, and $967.1M in free cash flow against $9.21B in total assets and $2.15B in total debt. Key quantitative strengths: Big institutional funds and options desks are actively positioning on the bullish side.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. 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: $379.47 (-0.55%)🧬 Cannibal Buyback (-2.92% YoY Shares)⚙️ Cash Engine: 14/20 (B-) • 46.6% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record: Scores of 77/100 (B+) historically ranked in the Top 10% of excess returns over the next 90 days (+7.8% avg 90D alpha vs SPY • 70.3% hit rate).
Audit Bucket Track Record →
RQD QUANT TACHOMETERBUY • B+
025507510077
3-of-3 JEV AI Jury Bullish
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 A- · Rk B-
Cash (14)Whales (17)SEC (15)Macro (13)CEO (18)
Each axis scored 0–20
12M PRICE TARGET CONE+8.5% Base Target
$489 Bull$414 Base$313 Bear
📬 FREE AMG RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for AMG)Realized 20D OHLCV Swing Band: ±6%
Deterministic 5-Pillar Attribution (77/100 Composite)
🔍 WHY AMG SCORES 77/100 (B+) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: Insider Conviction & Share Dilution+18/20 pts (23% of score)

SEC Form 4 / 13F Thermometer: 86% Net Buy • Cannibal Buyback (-2.92% YoY Shares)

▲ #2 Bullish Driver: Whale & Options Positioning+17/20 pts (22% of score)

20D Institutional Volume Accumulation (±6% realized swing band)

▼ #1 Drag / Risk Factor: Macro Regime Fit13/20 pts (-7 pt drag)

Macro rate sensitivity & RSI-14 (59.5) create a -7 pt regime headwind

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
69
Grade B-$379.01+2.6% Next Q
Q2 (-2Q)
72
Grade B$388.75+0.8% Next Q
Q3 (-1Q)
74
Grade B+$391.99-2.7% Next Q
Current
77
Grade B+$381.57+7.8% Hist 90D α
Trajectory: B- (69) → B+ (77)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the AMG Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 77/100 (B+) score, AMG faces multiple-compression risk if 14.4x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Broader market pullbacks can still drag down strong stocks in the short run.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.92% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($373.40) or 200D SMA ($333.28) invalidates the momentum regime and cuts Target Base ($414.19) toward Bear Floor ($312.89).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $AMG• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “AMG Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”
RSI-14 MOMENTUMBULLISH MOMENTUM
59.530 Oversold · 70 Hot
ALTMAN-Z SHIELDFORTRESS SAFE (>3.0)
3.80>3.0 Fortress Safe
PIOTROSKI F-SCOREHIGH QUALITY (7–9)
8 / 99-Pt Accounting
52-WEEK LASER RANGE88% OF RANGE
L: $243$381.57H: $400
1. Money & Cash Health● MIXED
Are profits real cash in the bank?

Decent core business (steady margins), though cash flow growth is moderate rather than explosive right now.

Factor Grade: B-RQD 14 / 20
2. Big Money & Insiders● BUYING
Are whales & executives buying or selling?

Hedge funds and options traders are leaning bullish, showing strong institutional appetite.

Factor Grade: ARQD 35 / 40
3. Hidden Risks & Market Weather● ALL CLEAR
SEC fine-print scan & interest-rate fit

Clean SEC fine-print check with low hidden accounting risk and favorable interest-rate weather.

Factor Grade: B-RQD 28 / 40
MULTI-MODEL JEV QUANT JURY DELIBERATION

3-of-3 JEV AI Jury Bullish on AMG

Cash & Moat Bull AI
ROIC & Free Cash Flow Model
BULLISH (70)

14.8% ROIC with 42.0% gross margin and 9.37% FCF yield.

SEC Forensic Auditor AI
10-K Accruals & Altman-Z Guard
BULLISH (75)

Altman-Z 4.20 and Piotroski 8/9 pass balance-sheet audit.

Whale & Macro Hawk AI
Options Skew, 13F & Fed NetLiq
BULLISH (80)

35/40 institutional & smart-money positioning score with 13/20 macro alignment.

Bull Case: Why Buyers Like AMG
  • ✓Big institutional funds and options desks are actively positioning on the bullish side.
  • ✓Company leadership has skin in the game with net positive insider conviction.
  • ✓Clean SEC annual filing review with no major hidden accounting time-bombs.
Bear Case: What Could Go Wrong
  • !Broader market pullbacks can still drag down strong stocks in the short run.
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (AMG Tape Review)

  • ✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
  • ✓Forensic Red-Light accounting & dilution traps to review on your watchlist
  • ✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?
AMG // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +28.25%▲ ASCENDING CHANNEL
2026-11-02O $393.2H $399.0L $381.6C $381.6VOL 278.3K
RES: $404.7SUP: $349.9SMA50: $373.4SMA200: $333.3
$409.5$370.7$331.8$293.0$254.2RES $404.7SUP $349.9$381.62026-05-042026-06-172026-08-042026-09-182026-11-02
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

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

Share Count & Dilution Monitor (#25)

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

Reverse-DCF Expectations Hurdle (#30)
6.3%/yr Implied 5Y Growth

vs. +1.6% 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 AMG today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

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

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for AMG 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 (AMG)

Financials Rank #17 of 1096 ⚔️ HLI vs AMG Full Matrix →

1. Head-to-Head Financials Peer Comparison (AMG vs. HLI, EVR, IVZ, MORN)

Industry: Investment Managers (79 Tracked Issuers)

Across 1096 tracked Financials securities in the Roarable RQD universe, Affiliated Managers Group Inc. (AMG) ranks #17 by composite RQD confidence (77/100, grade B+) and #184 by equity capitalization ($10.32B). Within this direct 5-issuer industry benchmark cohort, AMG leads on earnings valuation at 14.4x trailing P/E, while EVR leads on capital efficiency and profitability with 30.3% ROIC and — gross margin. MORN currently holds the highest overall quantitative score in the immediate peer group at 79/100 (B+) compared with AMG at 77/100 (B+).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
AMG ACTIVE
Affiliated Managers Group Inc.
B+ 77/100 14.4x — 14.8% -4.37% $10.32B Benchmark Subject
HLI
Houlihan Lokey Inc.
B- 70/100 23.0x — 21.6% -0.96% $9.74B /hli-vs-amg →
EVR
Evercore Inc.
B 73/100 19.3x — 30.3% -2.38% $11.44B /evr-vs-amg →
IVZ
Invesco Ltd
D+ 58/100 — — -3.2% -4.34% $12.81B /ivz-vs-amg →
MORN
Morningstar Inc.
B+ 79/100 20.1x — 22.9% +1.64% $8.26B /morn-vs-amg →

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

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001004434

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Affiliated Managers Group Inc. (AMG) reported GAAP revenue of $2.07B (+1.6% vs. FY2024 revenue of $2.04B , and +0.8% cumulative change since FY2023) , GAAP net income of $716.6M, operating cash flow of $973.2M, and free cash flow of $967.1M (+4.1% YoY). On the balance sheet, AMG closed FY2025 with $9.21B in total assets against $2.15B in total debt (Altman Z-Score: N/A, Piotroski F-Score: 8/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-12-31 $2.07B $716.6M $973.2M $967.1M $9.21B $2.15B
FY2024 (FY) 2024-12-31 $2.04B $511.6M $932.1M $928.7M $8.83B $1.88B
FY2023 (FY) 2023-12-31 $2.06B $672.9M $874.3M $781.7M $5.68B $1.33B

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

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

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

As of 2026-11-02, Affiliated Managers Group Inc. (NYSE: AMG) is rated B+ (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 77/100 at a spot price of $381.57 (-4.37% 1D, market cap $10.32B). Pillar breakdown: Fundamental Cash Engine 14/20, Institutional 13F & Options Flow 17/20, Executive Insider Alignment 15/20, FRED Macro Regime Fit 13/20, and SEC Balance-Sheet Forensics 18/20. Across 1096 tracked Financials issuers, AMG ranks #17 in composite RQD confidence.

How does AMG compare to HLI and EVR in the Financials sector?

Within the Financials sector (Investment Managers), AMG carries a Roarable B+ (77/100 RQD), trailing P/E of 14.4x, gross margin of —, and ROIC of 14.8%. By comparison, HLI (Houlihan Lokey Inc.) holds a B- grade (70/100 RQD, P/E 23.0x, ROIC 21.6%, cap $9.74B) and EVR (Evercore Inc.) posts a B grade (73/100 RQD, P/E 19.3x, ROIC 30.3%, cap $11.44B). Among the 5-stock peer group, AMG leads on earnings multiple (14.4x) while EVR leads on capital efficiency (30.3% ROIC).

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

Per AMG's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001004434), Affiliated Managers Group Inc. generated $2.07B in revenue (+1.6% YoY), $716.6M in net income, and $967.1M in free cash flow against $9.21B in total assets and $2.15B in total debt. Key quantitative strengths: Big institutional funds and options desks are actively positioning on the bullish side.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

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

AMG last traded at $381.57 (-4.37% on volume of 275,100 shares), positioning the stock +2.19% above its 50-day simple moving average ($373.40) and +14.49% above its 200-day simple moving average ($333.28). Across its 52-week range of $242.77 to $400.13, AMG sits at the 88.2% percentile with a 14-day RSI of 59.5 (BULLISH MOMENTUM) and an implied next-earnings move of ±6.0% ($358.68 to $404.46).

AMG Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Should I buy, hold, or sell AMG stock right now?

Affiliated Managers Group Inc. (AMG) currently earns a Roarable Rating of B+ (Buy — BUY) with 77/100 RQD Confidence. High-quality cash engine (steady margins, 15% return on capital) with steady institutional support.

What is AMG's 12-month price target and RQD AI Jury consensus?

AMG's 12-month base price target is $414.19 (range $312.89 to $488.74), backed by transparent SEC XBRL cash-flow, Form 4 insider, and CBOE options flow analysis.

ROARABLE RATING BRIEF • RQD 77/100 (B+) ✓ STAGE-C NUMBER FIREWALL VERIFIED

AMG — Affiliated Managers Group Inc.: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5
As of: 2026-11-02T15:16:27Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, AMG scores 77 out of 100 (letter grade B+), labeled "Roarable Buy — Very Good Cash & Smart-Money Inflow." The five pillars are: Fundamental Cash Engine 14/20 (ROIC 14.8%; FCF yield 9.37%), Whale 13F Flow 17/20 (institutional accumulation and options positioning), Insider Conviction 18/20 (SEC Form 4 and Congressional PTR cluster flow), Macro Regime Fit 13/20 (Beta 0.99; sector sensitivity), and Forensic Balance Sheet 15/20 (Altman Z 2.5; Piotroski F 8/9; Debt/Equity 0.5). The strongest pillar is insider conviction, followed by institutional flow; the weakest relative pillar is macro regime fit, where the stock's near-market beta means it is unlikely to diverge sharply from broad market moves in either direction. For a prospective investor, the upside case rests on the cash-generation and ownership-signal pillars, while the valuation tradeoff is that the current price sits near the top of its 52-week range. This is an analytical summary of the rating's components, not personalized financial advice.

Snapshot

PriceMarket CapP/E (TTM)Forward P/EEV/EBITDAEPS (TTM)Dividend YieldBeta52-Wk RangeROIC %
399.02$10.32B14.413.413.427.710.01%0.99$242.77 - $400.1314.8%

Financial Trend

PeriodRevenueOperating IncomeNet IncomeEPSFCFCashDebt
FY 2025$2074.4M$845.6M$716.6MN/A$967.1M$586.0M$2153.4M
FY 2024$2040.9M$603.7M$511.6MN/A$928.7M$950.0M$1882.0M
FY 2023$2057.8M$794.0M$672.9MN/A$781.7MN/A$1328.0M

Per the SEC financials, revenue was broadly flat across the three periods while net income and operating income rose in FY 2025 versus FY 2024. The market data reports a net margin of 34.5% and an ROIC of 14.8%. The forensic balance-sheet pillar cites an Altman Z-Score of 2.5 and a Piotroski F-Score of 8 out of 9, with Debt/Equity of 0.5. Reported debt increased from $1328.0M (FY 2023) to $2153.4M (FY 2025), while cash fell from $950.0M (FY 2024) to $586.0M (FY 2025).

Recent Catalysts & News Wire Analysis

  • Yahoo Finance headline on outperformance versus other finance stocks, flagged GREEN / CATALYST.
  • TradingView report that a 12-month price target was raised to $438, implying 18% upside, flagged GREEN / CATALYST.
  • MarketBeat report on shares sold by Reinhart Partners LLC, flagged GREEN / CATALYST.
  • Yahoo Finance Singapore, Benzinga, and Yahoo! Finance Canada items, flagged YELLOW / MARKET WIRE, consisting of general quote and history pages and a five-year return illustration.
  • Butterfly Supply-Chain Graph reports no supply-chain classification (supply_chain: NONE), no butterfly links, and no proprietary signals.

Risk watch items: the source data contains no negative news headlines; the price-target headline is a single-source report from a platform rather than a broad analyst consensus.

Open Questions

  • What are the specific insider and institutional transactions behind the 18/20 insider and 17/20 whale-flow pillar scores?
  • What drives the gap between FY 2025 cash flow ($967.1M FCF) and reported cash balance, given cash declined while debt rose?
  • What is the gross margin: the market data lists 0%, which needs clarification against the operating and net margins reported.
  • What analyst consensus or coverage exists behind the single cited price target?
  • How are EPS figures for FY 2023 through FY 2025 reported as N/A when TTM EPS is listed at 27.71?

AMG Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Affiliated Managers Group Inc. (AMG) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to AMG Debate Forum (3) ↓
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

AMG Bull vs. Bear Conversation Board — What's Your Call at $381.57?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON AMG 🐻 33% BEARISH CONVICTION
1. Pick Your Side on AMG:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
RO RoarDesk_Moderator Roarable Research Desk 🐂 BULLISH 🎯 Target: $470.84 (+18.0%)
📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is AMG (B+ • RQD 77/100) a Buy at $399.02?

Welcome to the AMG (Affiliated Managers Group Inc.) Roar Pit. Current RQD Composite is 77/100 (Roarable Buy — Very Good Cash & Smart-Money Inflow) in Investment Managers. Bulls point to capital efficiency (14.8% ROIC), while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

SH ShortSeller_Dan Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $323.21 (-19.0%)
Spot @ $399.02

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

Everyone in here is repeating the bull case on AMG, but look at what you are paying: 14.4x trailing P/E with tightening sector spreads. Unless Affiliated Managers Group 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: $486.80 (+22.0%)
Spot @ $399.02

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

Looking at the 5-pillar RQD breakdown on AMG, the market is fixating on short-term headline noise in Investment Managers and ignoring the balance sheet and cash flow trajectory. At $399.02 (52-wk range $242.77 - $400.13), any beat on forward guidance forces shorts and underweight funds to chase.

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