NYSE$AMG

Affiliated Managers Group · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Reported EPS of $3.25 and Economic EPS of $4.45; announced partnership with Forbion; completed $225 million accelerated share repurchase program.

AMG reported a 10% increase in Economic Earnings per share year-over-year, driven by disciplined capital allocation. The company announced a partnership with Forbion, expanding its presence in private markets and life sciences. AMG's capital position will be further enhanced by the proceeds from the Veritable transaction.

  • Economic Earnings per share increased 10% year-over-year.
  • Completed $225 million accelerated share repurchase program and repurchased an additional $44 million of common stock.
  • Announced partnership with Forbion, a leading European life sciences venture capital and growth equity firm.
  • Gross proceeds of approximately $294 million will be received upon the closing of the Veritable transaction.

Headline financials

Total Revenue

$513M

Previous: $604M-15.2%
EPS (adj)

$4.45

Previous: $4.03+10.4%
Total AUM

$674B

Previous: $691B-2.5%
Average AUM

$669B

Previous: $728B-8.1%
Aggregate Fees

$1B

Previous: $1.18B-15.0%
Capital Expenditures

-$4M

Previous: -$6.1M+34.4%
Free Cash Flow

$121M

Previous: $103M+17.4%
Net Income

$125M

Previous: $109M+14.5%
Operating Income

-$388M

Previous: -$401M+3.0%
Gross Profit

$513M

Previous: $604M-15.2%
Cash & Equivalents

$786M

Previous: $607M+29.4%
Total Assets

$8.97B

Previous: $8.47B+5.9%
Stock-Based Comp

$32.1M

Previous: $25.8M+24.4%

Revenue & EPS history

AMG · Revenue · Quarterly

$513M

Q2 2023-15.2%vs Q2 2022
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Forward guidance

AMG remains confident in its ability to generate significant additional shareholder value over time, as it invests in new and existing Affiliates while also returning excess capital to shareholders within its disciplined capital allocation framework.

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 Q2 2023

Historical avgQ2 2023

+0.7%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+0.7%

Avg return

30 days after

47%

32 / 68 earnings

Positive

+26.4%

Q4 2020

Best reaction

-15.1%

Q1 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.6%-1.6%+9.8%
Q4 2025+6.8%+4.8%-11.7%
Q3 2025+8.3%+9.0%+14.1%
Q1 2025+3.3%+4.1%+4.0%
Q4 2024+0.2%-5.2%-12.5%
Q3 2024-8.3%-4.6%-4.0%
Q2 2024+4.4%-4.2%-3.3%
Q1 2024-3.0%-1.7%-1.2%
Q4 2023+3.0%+4.2%+6.2%
Q3 2023+1.7%+3.5%+6.7%
Q2 2023-13.5%-14.2%-18.6%
Q1 2023-0.8%-1.9%-3.7%
Q4 2022-3.8%-6.0%-11.0%
Q3 2022+16.0%+24.2%+27.5%
Q2 2022+1.5%+2.7%+0.8%
Q1 2022+3.6%+2.7%+4.7%
Q4 2021+0.4%-2.8%-11.0%
Q3 2021+12.1%+10.8%-0.3%
Q2 2021-5.2%-4.6%+4.0%
Q1 2021+1.1%+7.7%+3.2%
Q4 2020+26.4%+31.6%+25.3%
Q3 2020-3.2%-5.1%+14.3%
Q2 2020-0.9%-2.1%+0.1%
Q1 2020+13.0%+7.8%+20.2%
Q4 2019+2.8%+2.1%-5.5%
Q3 2019+8.7%+6.2%+11.1%
Q2 2019-3.6%-9.9%-16.7%
Q1 2019-15.1%-14.8%-20.5%
Q4 2018+4.8%-0.1%+1.4%
Q3 2018-0.3%+1.1%-1.5%
Q2 2018+5.9%+0.7%-2.0%
Q1 2018-3.5%-4.9%-5.4%
Q4 2017-5.8%-8.6%-12.2%
Q3 2017-2.2%-2.8%+4.2%
Q2 2017+4.1%+1.1%-2.6%
Q1 2017-6.5%-6.6%-7.1%
Q4 2016+5.5%+9.5%+17.2%
Q3 2016-2.5%-4.0%+7.4%
Q2 2016-3.9%-0.3%-3.2%
Q1 2016-5.5%
Q4 2015-7.4%
Q3 2015-6.3%
Q2 2015+0.1%
Q1 2015+1.2%
Q4 2014-2.2%
Q3 2014-3.9%
Q2 2014-0.5%
Q1 2014+10.3%
Q4 2013-0.1%
Q3 2013+0.8%
Q2 2013+4.5%
Q1 2013-0.7%
Q4 2012-0.3%
Q3 2012+5.8%
Q2 2012+2.2%
Q1 2012+0.8%
Q4 2011+2.0%
Q3 2011-0.6%
Q2 2011+2.7%
Q1 2010+0.0%
Q1 2011+2.2%
Q4 2008-2.1%
Q4 2010-2.1%
Q3 2009-0.1%
Q3 2010-0.1%
Q2 2009-0.8%
Q4 2009-0.8%
Q2 2010-0.8%

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