Affiliated Managers Group, Inc.

AMG Financial Asset Management

Affiliated Managers Group, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $2.1 billion, up 1.64% from fiscal 2024.

Revenue
+29.9%
EPS
+138.2%
Free cash flow
+4.18%
Total debt
+14.6%

Quarter to June 2026, against a year earlier

357.04 6.50 +1.85%
Market cap
$9.1B
P/E
11.3×
Fwd P/E
13.7×
Dividend yield
0.01%
F-score
6/9
Altman Z
n/a
Beneish M
n/a
Dividend safety
n/a

Affiliated Managers Group, Inc. (AMG) Return on invested capital

Alert me on Return on invested capital

Affiliated Managers Group, Inc.'s return on invested capital over the twelve months to 30 June 2026 was 4.68%, up 0.6 percentage points from fiscal 2025 (4.04%). Over the past ten years it has ranged from 4.04% (fiscal 2025) to 10.3% (fiscal 2015) — the current reading is the lowest in ten years. That is above the Asset Management industry median of 2.12% and in line with the Financial sector median of 4.70%.

Return on invested capital, annual

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Annual newest first

Period Return on invested capital Change (points)
FY2025 4.04% (2.94)
FY2024 6.98% 0.18
FY2023 6.80% 1.46
FY2022 5.34% (1.67)
FY2021 7.01% 1.62
FY2020 5.39% (1.18)
FY2019 6.57% (0.11)
FY2018 6.68% (1.54)
FY2017 8.22% 1.15
FY2016 7.07% (3.19)

Against its own ten years

Low 4.04% High 10.3%
Ten-year median 6.80%
Current reading's percentile 9

Return on invested capital against peers

Company Return on invested capital
SEIC SEI Investments Company compare 20.0%
VCTR Victory Capital Holdings, Inc. compare 12.7%
AMG Affiliated Managers Group, Inc. 4.68%
CG Carlyle Group Inc. compare 4.40%
ARCC Ares Capital Corporation compare 3.32%
EQH Equitable Holdings, Inc. compare 0.00%
BXSL Blackstone Secured Lending Fund compare 0.00%
IVZ Invesco Ltd. compare −0.89%
STEP StepStone Group Inc. compare −42.5%
Asset Management industry median 2.12%
Financial sector median 4.70%
Market median 0.00%

What Return on invested capital is

Return on Invested Capital shows how much after-tax operating profit a company earns on the money its lenders and shareholders have put in.

TTM: (Operating Income × 0.625) ÷ (Shareholders Equity (Total) (latest quarter) + Long Term Debt (Total) (latest quarter) + Current Part of Debt (latest quarter) − Cash & Short Term Investments (latest quarter)); Annual: (Operating Income × 0.625) ÷ (Shareholders Equity (Total) + Long Term Debt (Total) + Current Part of Debt − Cash & Short Term Investments)

The full definition of Return on invested capital →

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