Equity Profile

AMG

Affiliated Managers Group, Inc.

FinancialsAsset Management & Custody Banks$8.9B

Jul30Thu

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Affiliated Managers Group, Inc. (AMG) operates in the financial sector, focusing on asset management and custody banking....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical indicator of the company's profitability and overall financial health, which investors closely monitor.

N/A

Assets Under Management (AUM)

AUM reflects the total market value of assets that AMG manages, which directly impacts revenue and growth 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) operates in the financial sector, focusing on asset management and custody banking. With a market cap of $8 billion, AMG plays a crucial role in managing investments for individuals and institutions, making it a key player in the financial landscape.

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, surpassing expectations by 1.64%. However, the stock experienced a slight decline of 1.22% the following day, indicating mixed investor sentiment.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are anticipating AMG's upcoming earnings report with caution, given the lack of analyst estimates and management guidance. The market is keen to see if the company can maintain its recent EPS growth trend.

Bull Case

If AMG continues to exceed EPS expectations and demonstrates strong asset management performance, it could lead to increased investor confidence and a positive stock reaction.

Bear Case

Conversely, if AMG fails to meet earnings expectations or reports disappointing asset management metrics, it may lead to a sell-off and a significant decline in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the reported EPS for Q2-2026?

EPS is a key indicator of profitability, and any significant deviation from expectations could impact investor sentiment.

What are the latest trends in assets under management?

Understanding AUM trends will provide insight into AMG's growth potential and competitive positioning in the asset management industry.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating AMG's ability to attract new investments, as recent trends in net inflows suggest stronger demand than anticipated.

Supporting Evidence

The company's recent EPS growth trend indicates strong operational performance.

Options pricing suggests a higher expected move than historical averages, indicating potential for significant volatility.

AMG's competitive positioning in asset management may not be fully reflected in current market sentiment.

Key Risk

If net inflows exceed expectations, it could significantly alter the market's perception of AMG's growth potential.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is under scrutiny as investors look for signs of continued growth in earnings and asset management capabilities.

Bull Confirmed If

A reported EPS of $8.50 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $7.50 would support the bear case, suggesting potential challenges in profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±16.41%

Historical Avg

±4.0%

Pricing rich

The options market is pricing in a significant potential move of over 16%, suggesting that investors are expecting volatility around the earnings announcement.

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 a potential stock increase of around 3.39%, confirming a positive outlook for the company.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty in future growth prospects.

Miss

A miss could lead to a decline of approximately 4.23%, indicating investor disappointment and potential concerns about the company's performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on assets under management and net inflows.
2Details on the company's investment strategies and performance metrics.
3Management's outlook on market conditions and competitive landscape.
4Insights into operational efficiencies and cost management efforts.
5Any commentary on future growth initiatives or strategic partnerships.

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Company Snapshot

Affiliated Managers Group, Inc. (AMG) operates in the financial sector, focusing on asset management and custody banking....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical indicator of the company's profitability and overall financial health, which investors closely monitor.

N/A

Assets Under Management (AUM)

AUM reflects the total market value of assets that AMG manages, which directly impacts revenue and growth 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, surpassing expectations by 1.64%. However, the stock experienced a slight decline of 1.22% the following day, indicating mixed investor sentiment.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If AMG continues to exceed EPS expectations and demonstrates strong asset management performance, it could lead to increased investor confidence and a positive stock reaction.

Bear Case

Conversely, if AMG fails to meet earnings expectations or reports disappointing asset management metrics, it may lead to a sell-off and a significant decline in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the reported EPS for Q2-2026?

EPS is a key indicator of profitability, and any significant deviation from expectations could impact investor sentiment.

What are the latest trends in assets under management?

Understanding AUM trends will provide insight into AMG's growth potential and competitive positioning in the asset management industry.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating AMG's ability to attract new investments, as recent trends in net inflows suggest stronger demand than anticipated.

Supporting Evidence

The company's recent EPS growth trend indicates strong operational performance.

Options pricing suggests a higher expected move than historical averages, indicating potential for significant volatility.

AMG's competitive positioning in asset management may not be fully reflected in current market sentiment.

Key Risk

If net inflows exceed expectations, it could significantly alter the market's perception of AMG's growth potential.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is under scrutiny as investors look for signs of continued growth in earnings and asset management capabilities.

Bull Confirmed If

A reported EPS of $8.50 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $7.50 would support the bear case, suggesting potential challenges in profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±16.41%

Historical Avg

±4.0%

Pricing rich

The options market is pricing in a significant potential move of over 16%, suggesting that investors are expecting volatility around the earnings announcement.

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 a potential stock increase of around 3.39%, confirming a positive outlook for the company.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty in future growth prospects.

Miss

A miss could lead to a decline of approximately 4.23%, indicating investor disappointment and potential concerns about the company's performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on assets under management and net inflows.
2Details on the company's investment strategies and performance metrics.
3Management's outlook on market conditions and competitive landscape.
4Insights into operational efficiencies and cost management efforts.
5Any commentary on future growth initiatives or strategic partnerships.