NYSE$AMG

Affiliated Managers Group · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

AMG reported its financial and operating results, with Economic Earnings per share of $4.67.

AMG reported positive net client cash flows and Economic Earnings per share of $4.67. The company repurchased $327 million in common stock, bringing total share repurchases to $477 million in the first half of the year. As of June 30, 2024, AMG’s aggregate assets under management were approximately $701 billion.

  • Economic Earnings per share of $4.67 in the second quarter of 2024.
  • Positive net client cash flows in the second quarter, driven by continued strength in private markets fundraising.
  • Company repurchased $327 million in common stock during the quarter.
  • Assets under management were approximately $701 billion as of June 30, 2024.

Headline financials

Total Revenue

$500M

Previous: $513M-2.4%
EPS

$2.26

Previous: $4.45-49.2%
Total AUM

$701B

Previous: $674B+4.0%
Average AUM

$693B

Previous: $669B+3.6%
Aggregate Fees

$1.1B

Previous: $1B+9.5%
Net Client Cash Flows

$900M

No prior period
Adjusted EBITDA (CI)

$218M

No prior period
Economic Net Income (CI)

$156M

No prior period
Capital Expenditures

-$1.6M

Previous: -$4M+60.0%
Free Cash Flow

$74.4M

Previous: $121M-38.7%
Net Income

$76M

Previous: $125M-39.3%
Operating Income

-$370M

Previous: -$388M+4.7%
Cash & Equivalents

$866M

Previous: $786M+10.2%
Total Assets

$8.85B

Previous: $8.97B-1.4%
Stock-Based Comp

$27.5M

Previous: $32.1M-14.3%

Revenue & EPS history

AMG · Revenue · Quarterly

$500M

Q2 2024-2.4%vs Q2 2023
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Forward guidance

AMG's focus on investing in areas of secular demand has enhanced the long-term growth prospects of our business and positions us to capitalize on the current market environment. Looking ahead, we see increasing opportunities to invest for growth, in both new and existing Affiliates, to further evolve our business toward these areas.

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 2024

Historical avgQ2 2024

+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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