Equity Profile

AMG

Affiliated Managers Group, Inc.

FinancialsAsset Management & Custody Banks$9.5B

Jul30Thu

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Affiliated Managers Group, Inc. (AMG) is a financial services company that partners with independent asset management firms....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and will help investors gauge financial health this quarter.

N/A

Assets Under Management (AUM)

AUM reflects the total market value of the assets managed by AMG, which is crucial for understanding revenue potential.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

AMG Q2-2026 Earnings Preview

Context

Company Snapshot

Affiliated Managers Group, Inc. (AMG) is a financial services company that partners with independent asset management firms. With a market cap of $10 billion, AMG plays a significant role in the asset management sector, which is influenced by trends in investment performance and market conditions.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+0.36%

Avg Stock Reaction

+1.48%

Last Quarter Recap

In Q1-2026, AMG reported an EPS of $8.23, beating estimates by 1.64%. However, the stock experienced a slight decline of 1.22% the following day.

Management Promises & Guidance

Management emphasized a focus on enhancing investment performance.
They committed to exploring new partnerships to increase AUM.
Management indicated plans to improve operational efficiency.

Expectations

Wall Street Expectations

Overall, expectations for AMG's upcoming earnings are mixed, with no analyst estimates available. Investors are keen to see if the company can maintain its positive earnings trajectory.

Bull Case

If AMG reports strong EPS and AUM growth, it could signal robust demand for its services, leading to a positive market reaction.

Bear Case

Conversely, if earnings fall short or AUM declines, it may raise concerns about the company's ability to attract and retain clients, potentially leading to a stock drop.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the current Assets Under Management (AUM) figure?

AUM is critical for assessing the company's growth and revenue potential, and any significant changes could impact investor sentiment.

How does management plan to improve investment performance?

Investors will closely watch for strategies that could enhance returns, as this is essential for attracting and retaining clients.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may underestimate AMG's ability to grow AUM despite challenging conditions, as its diversified partnerships could drive unexpected growth.

Supporting Evidence

AMG has a strong track record of beating EPS estimates, with a 75% success rate in the last eight quarters.

Options pricing suggests a significant move, indicating that traders expect volatility, which may not align with conservative market expectations.

Key Risk

If AUM growth exceeds expectations, it could challenge the current cautious outlook and drive the stock higher.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on AMG's ability to grow AUM and maintain profitability amidst market fluctuations.

Bull Confirmed If

AUM growth of 5% or more compared to the previous quarter would confirm the bull case.

Bear Confirmed If

A decline in AUM or EPS below $8.00 would support the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±16.41%

Historical Avg

±4.0%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings report.

Options are pricing ±16.4% while AMG has averaged ±4.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

28.2%

Calls (400)P/C Ratio: 0.25Puts (100)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If AMG beats expectations, history suggests the stock could rise by around 3.39%, confirming strong demand and operational success.

In-Line / Cautious

If results are in line but management's commentary is cautious, the stock may react neutrally as investors reassess future growth prospects.

Miss

Should AMG miss earnings expectations, history indicates a potential decline of about 4.23%, raising concerns about its competitive position.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on new partnerships and their expected impact on AUM.
2Details on investment performance across different asset classes.
3Management's outlook on market conditions and their impact on future growth.
4Any changes in fee structures that could affect revenue.
5Insights into operational efficiency improvements and cost management.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Affiliated Managers Group, Inc. (AMG) is a financial services company that partners with independent asset management firms....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and will help investors gauge financial health this quarter.

N/A

Assets Under Management (AUM)

AUM reflects the total market value of the assets managed by AMG, which is crucial for understanding revenue potential.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

AMG Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+0.36%

Avg Stock Reaction

+1.48%

Last Quarter Recap

In Q1-2026, AMG reported an EPS of $8.23, beating estimates by 1.64%. However, the stock experienced a slight decline of 1.22% the following day.

Management Promises & Guidance

Management emphasized a focus on enhancing investment performance.
They committed to exploring new partnerships to increase AUM.
Management indicated plans to improve operational efficiency.

Expectations

Wall Street Expectations

Overall, expectations for AMG's upcoming earnings are mixed, with no analyst estimates available. Investors are keen to see if the company can maintain its positive earnings trajectory.

Bull Case

If AMG reports strong EPS and AUM growth, it could signal robust demand for its services, leading to a positive market reaction.

Bear Case

Conversely, if earnings fall short or AUM declines, it may raise concerns about the company's ability to attract and retain clients, potentially leading to a stock drop.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the current Assets Under Management (AUM) figure?

AUM is critical for assessing the company's growth and revenue potential, and any significant changes could impact investor sentiment.

How does management plan to improve investment performance?

Investors will closely watch for strategies that could enhance returns, as this is essential for attracting and retaining clients.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may underestimate AMG's ability to grow AUM despite challenging conditions, as its diversified partnerships could drive unexpected growth.

Supporting Evidence

AMG has a strong track record of beating EPS estimates, with a 75% success rate in the last eight quarters.

Options pricing suggests a significant move, indicating that traders expect volatility, which may not align with conservative market expectations.

Key Risk

If AUM growth exceeds expectations, it could challenge the current cautious outlook and drive the stock higher.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on AMG's ability to grow AUM and maintain profitability amidst market fluctuations.

Bull Confirmed If

AUM growth of 5% or more compared to the previous quarter would confirm the bull case.

Bear Confirmed If

A decline in AUM or EPS below $8.00 would support the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±16.41%

Historical Avg

±4.0%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings report.

Options are pricing ±16.4% while AMG has averaged ±4.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

28.2%

Calls (400)P/C Ratio: 0.25Puts (100)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If AMG beats expectations, history suggests the stock could rise by around 3.39%, confirming strong demand and operational success.

In-Line / Cautious

If results are in line but management's commentary is cautious, the stock may react neutrally as investors reassess future growth prospects.

Miss

Should AMG miss earnings expectations, history indicates a potential decline of about 4.23%, raising concerns about its competitive position.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on new partnerships and their expected impact on AUM.
2Details on investment performance across different asset classes.
3Management's outlook on market conditions and their impact on future growth.
4Any changes in fee structures that could affect revenue.
5Insights into operational efficiency improvements and cost management.