NYSE$AAMI
Acadian Asset Management Inc. · Q4 2025 earnings
Q4 2025 earnings · · Before market open · Investor relations
Briefing
Acadian Asset Management reported Q4 2025 revenue of $172.2M, net income of $34.7M, and ENI EPS of $1.32.
Fourth-quarter ENI revenue was $169.7 million (+1.8% YoY) with record management fees of $146.4 million (+32%). GAAP net income attributable to controlling interests was $34.7 million ($0.97 diluted EPS); ENI was $47.2 million ($1.32 per share). AUM reached a record $177.5 billion after $5.4 billion of net client cash flows in the quarter.
- Record AUM $177.5B; Q4 net flows $5.4B.
- Management fees $146.4M (+32% YoY).
- ENI EPS $1.32; ENI operating margin 45.7%.
- Quarterly dividend raised to $0.10 per share.
Headline financials
Revenue & EPS history
BrightSphere · Revenue · Quarterly
$172M
Forward guidance
Management discusses Acadian Asset Management's outlook, including capital deployment, operating priorities, and key risks, alongside any formal guidance in the earnings materials.
Tailwinds
- Acadian Asset Management cites execution on strategic priorities and demand in core markets.
- Liquidity and balance sheet capacity support continued investment and returns.
Headwinds
- Macro, rates, and input costs may pressure margins or volumes.
- Segment mix and non-recurring items can affect sequential comparability.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q4 2025
-0.3%
Avg return
Earnings day
-1.2%
Avg return
5 days after
+3.6%
Avg return
30 days after
32%
7 / 22 earnings
Positive
+4.7%
Q1 2025
Best reaction
-7.6%
Q4 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +3.5% | +5.0% | +11.1% | |
| Q4 2025 | -7.6% | -1.7% | -2.5% | |
| Q3 2025 | +0.9% | -12.4% | -9.0% | |
| Q1 2025 | +4.7% | +7.4% | +11.8% | |
| Q3 2024 | -0.1% | -6.8% | +3.7% | |
| Q2 2024 | +0.0% | +0.9% | +16.3% | |
| Q1 2024 | +0.0% | +0.4% | -2.6% | |
| Q4 2023 | +0.0% | -4.1% | +17.4% | |
| Q3 2023 | -0.4% | -1.0% | +14.4% | |
| Q3 2022 | +0.0% | -5.7% | -18.1% | |
| Q2 2023 | -2.5% | -2.7% | -1.6% | |
| Q1 2023 | -0.8% | -4.2% | +1.1% | |
| Q2 2022 | +0.6% | +2.0% | -7.6% | |
| Q1 2022 | -1.1% | -2.9% | +2.1% | |
| Q3 2021 | +0.8% | +0.8% | -9.1% | |
| Q2 2021 | +1.2% | +1.2% | +1.9% | |
| Q1 2021 | -0.7% | -4.7% | -3.5% | |
| Q3 2020 | -1.8% | +14.5% | +27.9% | |
| Q2 2020 | -0.4% | -1.0% | -3.6% | |
| Q1 2020 | -4.5% | -7.3% | +16.1% | |
| Q3 2019 | +0.0% | -5.2% | +7.9% | |
| Q2 2019 | +1.0% | +0.1% | +4.9% |
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