SequelSEC

AFFILIATED MANAGERS GROUP, INC. AMG

Investment Advice · CIK 0001004434 · Fiscal year ends 1231 · Broker-dealer

AnnualQuarterlyTTM
Revenue
$640.70M
Fiscal year ended 2026-06-30
Net income
$185.90M
Fiscal year ended 2026-06-30
Total assets
$9.40B
Fiscal year ended 2026-06-30

AFFILIATED MANAGERS GROUP, INC. (AMG) reported revenue of $640.70M and net income of $185.90M for the fiscal year ended 2026-06-30. This page shows 10 annual periods of income statement, balance sheet and cash flow figures normalized from AFFILIATED MANAGERS GROUP, INC.’s SEC filings, each linked to the filing it came from. It is classified by the SEC under Investment Advice.

Banks, brokers and insurers present a top line that is not comparable with an operating company’s revenue: it is reported net of interest expense, or as premiums earned, depending on the filer. The figures are the filer’s own and are traceable to the filing; the comparison across classes is what does not hold.

Income

AFFILIATED MANAGERS GROUP, INC. income by fiscal year, in US dollars, normalized from SEC filings.
Metric2026-06-302026-03-312025-12-312025-09-302025-06-302025-03-312024-12-312024-09-302024-06-302024-03-31
Revenue$640.70M$544.90M$556.60M$528.00M$493.20M$496.60M$524.30M$516.40M$500.30M$499.90M
Cost of revenueUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable
Gross profitUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable
Operating incomeUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable
Net income$185.90M$110.40M$347.60M$212.40M$84.30M$72.40M$162.10M$123.60M$76.00M$149.80M
Research & developmentUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable
Weighted-average diluted sharesshares 26.90Mshares 27.50MUnavailableshares 32.90Mshares 31.40Mshares 32.60MUnavailableshares 35.00Mshares 35.30Mshares 40.10M
Pretax income$307.40M$192.90M$525.50M$362.50M$171.60M$126.60M$273.70M$217.10M$178.30M$254.10M
Income tax expense$70.00M$46.50M$147.60M$71.60M$35.70M$27.40M$52.60M$31.30M$43.30M$55.40M
Diluted EPS$6.95$3.84Unavailable$6.87$2.80$2.20Unavailable$3.78$2.26$4.14
Selling, general & administrative$107.40M$107.40M$117.80M$100.50M$95.70M$94.70M$98.40M$97.00M$89.40M$91.70M
General & administrativeUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable
Selling & marketingUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable

Balance

AFFILIATED MANAGERS GROUP, INC. balance by fiscal year, in US dollars, normalized from SEC filings.
Metric2026-06-302026-03-312025-12-312025-09-302025-06-302025-03-312024-12-312024-09-302024-06-302024-03-31
Cash & equivalents$411.00M$376.10M$586.00M$476.10M$361.00M$816.50M$950.00M$1.01B$865.50M$793.40M
Total assets$9.40B$9.40B$9.21B$8.93B$8.81B$8.71B$8.83B$8.90B$8.84B$9.02B
Current assetsUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable
Total liabilities$5.20B$5.15B$4.79B$4.39B$4.33B$4.25B$4.18B$4.23B$4.19B$4.11B
Current liabilitiesUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable
Total equity incl. NCI$3.93B$3.98B$4.18B$4.27B$4.14B$4.10B$4.30B$4.27B$4.26B$4.52B
Temporary (mezzanine) equity$270.20M$264.00M$246.80M$273.50M$336.10M$366.10M$350.50M$397.10M$391.00M$393.00M
InventoryUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable
Accounts receivable$846.90M$871.40M$496.20M$667.70M$571.00M$581.70M$409.70M$457.10M$457.20M$525.70M
Goodwill$2.51B$2.52B$2.53B$2.53B$2.54B$2.51B$2.50B$2.53B$2.52B$2.52B
Long-term debt$3.00B$2.92B$2.69B$2.37B$2.62B$2.62B$2.62B$2.62B$2.53B$2.52B
Accounts payableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable

Cash flow

AFFILIATED MANAGERS GROUP, INC. cash flow by fiscal year, in US dollars, normalized from SEC filings.
Metric2026-06-302026-03-312025-12-312025-09-302025-06-302025-03-312024-12-312024-09-302024-06-302024-03-31
Operating cash flow$239.00M$299.30M$256.40M$277.10M$230.80M$208.90M$212.50M$265.20M$245.20M$209.20M
Capital expenditures$0$3.80M$1.90M$1.20M$1.40M$1.60M$1.10M$700.00K$600.00K$1.00M
Investing cash flow$9.70M-$229.00M$52.50M$270.70M-$493.70M-$35.60M$8.50M$55.80M$240.30M$74.50M
Financing cash flow-$211.70M-$277.30M-$200.10M-$430.20M-$201.50M-$316.90M-$271.80M-$188.00M-$413.80M-$302.30M
Net change in cash$37.10M-$209.90M$109.90M$115.10M-$455.50M-$139.50M-$60.70M$140.20M$71.80M-$20.20M
Stock-based compensationUnavailableUnavailableUnavailable$56.30M$68.60M$23.70M$23.00M$22.30M$27.50M$38.80M
Common dividends paidUnavailableUnavailable$200.00K$300.00K$200.00K$300.00K$400.00K$300.00K$400.00K$300.00K
Common share repurchases$179.70M$185.10M$353.10M$75.70M$101.30M$176.20M$120.30M$104.90M$332.10M$152.50M
Depreciation & amortizationUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable

Derived

AFFILIATED MANAGERS GROUP, INC. derived by fiscal year, in US dollars, normalized from SEC filings.
Metric2026-06-302026-03-312025-12-312025-09-302025-06-302025-03-312024-12-312024-09-302024-06-302024-03-31
Free cash flow$239.00M$295.50M$254.50M$275.90M$229.40M$207.30M$211.40M$264.50M$244.60M$208.20M
Gross marginUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable
Operating marginUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable
FCF margin37.3%54.2%45.7%52.3%46.5%41.7%40.3%51.2%48.9%41.6%
SBC / revenueUnavailableUnavailableUnavailable10.7%UnavailableUnavailableUnavailable4.3%5.5%7.8%
Current ratioUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable
Revenue YoY growth29.9%9.7%6.2%2.2%-1.4%-0.7%4.3%-1.7%-2.4%-3.4%
Net margin29.0%20.3%62.5%40.2%17.1%14.6%30.9%23.9%15.2%30.0%
R&D / revenueUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable
CapEx / revenue0.0%0.7%0.3%0.2%0.3%0.3%0.2%0.1%0.1%0.2%
Long-term debt / equity0.76xUnavailable0.64x0.56xUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable
Effective tax rate22.8%24.1%28.1%19.8%20.8%21.6%19.2%14.4%24.3%21.8%

Amounts are abbreviated; the exact reported value is carried in each cell. — means unavailable, not zero. Open AMG in the interactive workspace to inspect any figure back to its filing.

Source filings

10-Q · Filed 2026-08-07View SEC filing
10-Q · Filed 2026-05-07View SEC filing
10-K · Filed 2026-02-17View SEC filing
10-Q · Filed 2025-11-06View SEC filing
10-Q · Filed 2025-08-07View SEC filing
10-Q · Filed 2025-05-08View SEC filing

Companies in the same industry

Every accounting identity this site checks — the balance sheet, the gross profit bridge and the cash flow statement — reconciles in every period shown.