Stock Ratings / Financials / AMG / earnings

HLI (70) EVR (73) IVZ (58) MORN (79) ⌘ Pro Terminal →

Affiliated Managers Group Inc. (AMG) Next Earnings Date & Expected ±6% Move

$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.

📊 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) →

ROARABLE B+ • BUY Cap $10.32B

📤 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 AMG Below — or Connect Your Own ChatGPT / Claude

🤖 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?

▼

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?

▼

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?

▼

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+

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-

Each axis scored 0–20

12M PRICE TARGET CONE+8.5% Base Target

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)

Grade B-$379.01+2.6% Next Q

Q2 (-2Q)

Grade B$388.75+0.8% Next Q

Q3 (-1Q)

Grade B+$391.99-2.7% Next Q

Current

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”

YES 77%NO 23%Trade / Inspect Odds →

NEXT EST. WINDOW: Dec 30, 2026 (~57 DAYS)

Historical OHLCV Volatility ±6% Swing Band

±$22.89 Expected Swing

MODEL EARNINGS SETUP GAUGE

AMG Quantitative Pre-Earnings Setup: 77/100

Trailing EPS: $27.71 • YoY Revenue Growth: 1.6%

Model Bullish Setup (77/100)Model Risk Weight (23/100)

Derived deterministically from RQD cash-flow quality, SEC accrual safety, and institutional flow (not a community poll).

LOG YOUR PERSONAL PRE-EARNINGS STANCE (SAVED LOCALLY IN BROWSER):

Recent SEC Reported Revenue, Net Profit & Diluted EPS Cadence

Period	Filed	Revenue	Net Profit	Free Cash Flow	Gross Margin
FY 2025	2025-12-31	$2.07B	$716.6M	$967.1M	52%
FY 2024	2024-12-31	$2.04B	$511.6M	$928.7M	52%
FY 2023	2023-12-31	$2.06B	$672.9M	$781.7M	52%

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher + Options & Swing Structure Desk

Whale Flow & Momentum Playbook: Evaluating AMG & AI Leaders Without Chasing Tops

✓Institutional whale strikes & implied earnings move audit on AMG
✓How disciplined traders manage risk using pre-published trigger & invalidation levels
✓Includes nightly RQD rating-change & forensic signal email alerts on tracked leaders

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

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

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

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

🦋 AMG Butterfly Map → + Track AMG →

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?

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

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

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

When is AMG's next earnings date?

Based on SEC filing cadence, Affiliated Managers Group Inc. (AMG)'s next quarterly reporting window is estimated around Dec 30, 2026.

How much is AMG stock expected to move on earnings?

Volatility modeling currently projects a ±6% event move for AMG, spanning a range between $358.68 and $404.46.

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

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

Price	Market Cap	P/E (TTM)	Forward P/E	EV/EBITDA	EPS (TTM)	Dividend Yield	Beta	52-Wk Range	ROIC %
399.02	$10.32B	14.4	13.4	13.4	27.71	0.01%	0.99	$242.77 - $400.13	14.8%

Financial Trend

Period	Revenue	Operating Income	Net Income	EPS	FCF	Cash	Debt
FY 2025	$2074.4M	$845.6M	$716.6M	N/A	$967.1M	$586.0M	$2153.4M
FY 2024	$2040.9M	$603.7M	$511.6M	N/A	$928.7M	$950.0M	$1882.0M
FY 2023	$2057.8M	$794.0M	$672.9M	N/A	$781.7M	N/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) ↓

🟢 CATALYST Yahoo Finance • 11h ago

Is Affiliated Managers Group (AMG) Outperforming Other Finance Stocks This Year?

Yahoo Finance report covering Affiliated Managers Group Inc. (AMG) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST TradingView • 14h ago

Affiliated Managers Group, Inc. Stock 12‑Month Price Target Raised to $438, Implies 18% Upside

TradingView report covering Affiliated Managers Group Inc. (AMG) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance Singapore • 17h ago

Affiliated Managers Group, Inc. (AMG) stock price, news, quote and history

Yahoo Finance Singapore report covering Affiliated Managers Group Inc. (AMG) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Benzinga • 20h ago

Here's How Much $1000 Invested In Affiliated Managers Group 5 Years Ago Would Be Worth Today

Benzinga report covering Affiliated Managers Group Inc. (AMG) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST MarketBeat • 23h ago

Affiliated Managers Group, Inc. $AMG Shares Sold by Reinhart Partners LLC.

MarketBeat report covering Affiliated Managers Group Inc. (AMG) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST Simply Wall Street • 1d ago

Affiliated Managers Group (AMG) Near Record Highs As Undervalued Narrative Faces DCF Pushback

Simply Wall Street report covering Affiliated Managers Group Inc. (AMG) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE TradingView • 1d ago

Affiliated Managers Group, Inc. Estimates – NYSE:AMG

TradingView report covering Affiliated Managers Group Inc. (AMG) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo • 4h ago

AMG to Announce Third Quarter Results on November 9, 2026

Conference Call Scheduled for 8:30 a.m. Eastern Time JUPITER, Fla., Nov. 02, 2026 (GLOBE NEWSWIRE) -- AMG (NYSE: AMG) will report financial and operating results for the third quarter ended September 30, 2026 on Monday,

Read Full Source ↗

🔥 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

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.