NYSE$AMG

Affiliated Managers Group · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

AMG reported financial and operating results.

AMG reported Economic Earnings per share of $4.08 for Q3 2023, driven by disciplined capital allocation across growth investments and share repurchases. Recent investments in Ara Partners and Forbion have expanded AMG's private markets Affiliates, which now manage over $100 billion in aggregate client assets. AMG's Affiliates manage approximately $230 billion in alternatives, offering diversifying return streams.

  • Economic Earnings per share were $4.08 for the third quarter.
  • Completed investment in Ara Partners, a private markets firm specializing in industrial decarbonization.
  • Completed investment in Forbion, a leading European private markets firm focused on life sciences.
  • Repurchased $172 million in common stock, bringing total year-to-date share repurchases to $441 million.

Headline financials

Total Revenue

$525M

Previous: $579M-9.2%
EPS (adj)

$4.08

Previous: $4.21-3.1%
Total AUM

$636B

Previous: $645B-1.4%
Average AUM

$664B

Previous: $680B-2.4%
Aggregate Fees

$998M

No prior period
Capital Expenditures

-$6.6M

Previous: -$9.1M+27.5%
Free Cash Flow

$210M

Previous: $104M+103.3%
Net Income

$217M

Previous: $113M+92.7%
Operating Income

-$365M

Previous: -$425M+14.1%
Gross Profit

$525M

Previous: $579M-9.2%
Cash & Equivalents

$999M

Previous: $623M+60.4%
Total Assets

$9B

Previous: $8.43B+6.8%
Stock-Based Comp

$26M

Previous: $24.2M+7.4%

Revenue & EPS history

AMG · Revenue · Quarterly

$525M

Q3 2023-9.2%vs Q3 2022
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Forward guidance

AMG remains focused on executing its growth strategy, and, given the quality and diversity of its Affiliates, its excellent capital position, and distinctive competitive advantages, AMG is well-positioned to create meaningful incremental shareholder value over time.

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 Q3 2023

Historical avgQ3 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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