AMG Affiliated Managers (AMG) Insider Trading, Ownership & Congress Trades
Financial Services · Investment advice · CIK 0001004434
SEC filings
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
239
13F, latest reported quarter
Conversions, 180 days
7
Codes C/M, not in net · $5.8M priced
What the filings say about AMG
Insiders, 180 days
-$6.6M net sold
2 buyers · 3 sellers · 0% of sales under a 10b5-1 plan
Affiliated Managers insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, AFFILIATED MANAGERS GROUP, INC. insiders sold a net $6.6M of stock across 20 Form 4 purchases and sales, with 2 insiders buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 3 earlier Form 4 trades (code P or S) here by this insider (1 buy, 2 sales), the last on Aug 20, 2024.
- The trade is 8.5% of the 204,706 shares held after it.
- No other insider sold within 30 days.
- 239 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President and CEO Horgen Jay C. sold about $5.9M of AMG on Jun 8, 2026, the largest insider sale at the company on our record; 239 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 38.2% of the 1,962 shares held after it.
- 1 other insider bought within 30 days.
- 239 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director FRANQUI ANNETTE bought about $228.7K of AMG on Jun 1, 2026; 1 other insider bought within 30 days and 239 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 22.9% of the 4,369 shares held after it.
- 1 other insider sold within 30 days.
- 239 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Matos Rodriguez Felix V. sold about $300.2K of AMG on May 8, 2026; 1 other insider sold within 30 days and 239 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 311.5% of the 1,092 shares held after it.
- 1 other insider sold within 30 days.
- 239 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Ryan David Christopher sold about $1.0M of AMG on May 6, 2026; 1 other insider sold within 30 days and 239 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 23.4% of the 6,405 shares held after it.
- 1 other insider bought within 30 days.
- 239 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Cates G. Staley bought about $458.7K of AMG on May 6, 2026, the largest insider purchase at the company since 2023; 1 other insider bought within 30 days and 239 funds added in the latest 13F quarter.20 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$6.6M over 180 days
below 75% of Financial Services
Congress
no House purchase disclosed in the last 12 months
Funds
239 funds bought in last quarter
more than 82% of Financial Services
Revenue
+1.6% year over year
below 69% of Financial Services
Margin
34.5% net margin
more than 83% of Financial Services
Buybacks
$364.8M repurchased, FY to 2026-06-30
more than 80% of Financial Services
Short interest
4.1% of the float short (float per yahoo 2026-10-26) · 3.0 days to cover · settled 2026-09-30
more than 66% of Financial Services
What changed in the last 30 days
Oct 28Insider selling stopped: no sales in 90 days after 3 in the prior 90
Why it matters
The absence is the signal: 3 sales in one 90-day window and none in the next is a change of behaviour, not a filing.
Watch AMG
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+64.1%12M
Insider buyInsider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns AMG: institutional holders (13F)
13F holdings, latest reported quarter
2,772,736 sh
$938.3M
1,487,219 sh
$503.3M
1,391,836 sh
$471.0M
1,151,085 sh
$389.5M
1,001,967 sh
$339.1M
Congress trades in AMG
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
AMG planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
DAVID RYAN
Filed 2026-06-30
$104.9K
AMG mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Clarkston Partners Fund
$23.7M position · as of 2026-06-30
8.1%
Clarkston Founders Fund
$4.2M position · as of 2026-06-30
5.9%
Ariel Focus Fund
$4.8M position · as of 2026-06-30
5.5%
Clarkston Fund
$1.3M position · as of 2026-06-30
4.3%
Gabelli Financial Services Opportunities ETF
$1.9M position · as of 2026-06-30
3.8%
Castellan Targeted Equity ETF
$22.6M position · as of 2026-05-29
3.7%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Mr. Horgen
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$16.3M
$56.0M
$6.0M
+184%
+55%
2024
$13.0M
$33.5M
$4.7M
+82%
+44%
2023
$14.6M
$4.7M
$5.7M
+49%
+26%
2022
$13.7M
$12.8M
$5.6M
+56%
+8%
2021
$9.1M
$50.6M
$4.0M
+62%
+25%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows a net $6.6M sold by insiders over 180 days, 239 funds added last quarter. Each figure is a federal filing, dated the day it went public.
AMG financials
Revenue growth
+1.6%
XBRL, annual
Net margin
34.5%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$2.3B
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM AMG
| FY Dec 2025 | $2.1B |
| FY Dec 2024 | $2.0B |
| FY Dec 2023 | $2.1B |
| FY Dec 2022 | $2.3B |
| FY Dec 2021 | $2.4B |
| Jun 2026 | $640.7M |
| Mar 2026 | $544.9M |
| Dec 2025 | $556.6M |
| Sep 2025 | $528.0M |
| Jun 2025 | $493.2M |
| Mar 2025 | $496.6M |
| Dec 2024 | $524.3M |
| Sep 2024 | $516.4M |
At each fiscal year end
Single quarter
Net margin, TTM
+37.7%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM AMG
| FY Dec 2025 | +34.5% |
| FY Dec 2024 | +25.1% |
| FY Dec 2023 | +32.7% |
| FY Dec 2022 | +49.2% |
| FY Dec 2021 | +23.4% |
| Jun 2026 | +29.0% |
| Mar 2026 | +20.3% |
| Dec 2025 | +62.5% |
| Sep 2025 | +40.2% |
| Jun 2025 | +17.1% |
| Mar 2025 | +14.6% |
| Dec 2024 | +30.9% |
| Sep 2024 | +23.9% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$1.1B
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM AMG
| FY Dec 2025 | $967.1M |
| FY Dec 2024 | $928.7M |
| FY Dec 2023 | $861.9M |
| FY Dec 2022 | $1.0B |
| FY Dec 2021 | $1.3B |
| Jun 2026 | $239.0M |
| Mar 2026 | $295.5M |
| Dec 2025 | $254.5M |
| Sep 2025 | $275.9M |
| Jun 2025 | $229.4M |
| Mar 2025 | $207.3M |
| Dec 2024 | $211.4M |
| Sep 2024 | $264.5M |
At each fiscal year end
Single quarter
Debt to equity
0.99x
long-term debt only, 2026-06-30; equity 2026-06-30
Debt to equity AMG
| FY Dec 2025 | 0.83x |
| FY Dec 2024 | 0.78x |
| FY Dec 2023 | 0.71x |
| FY Dec 2022 | 0.78x |
| FY Dec 2021 | 0.89x |
| Jun 2026 | 0.99x |
| Mar 2026 | 0.94x |
| Dec 2025 | 0.83x |
| Sep 2025 | 0.71x |
| Jun 2025 | 0.81x |
| Mar 2025 | 0.82x |
| Dec 2024 | 0.78x |
| Sep 2024 | 0.79x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.36x
TTM operating cash flow over long-term debt only, 2026-06-30
Cash flow to debt AMG
| FY Dec 2025 | 0.36x |
| FY Dec 2024 | 0.36x |
| FY Dec 2023 | 0.34x |
| FY Dec 2022 | 0.42x |
| FY Dec 2021 | 0.51x |
| Jun 2026 | 0.36x |
| Mar 2026 | 0.36x |
| Dec 2025 | 0.36x |
| Sep 2025 | 0.39x |
| Jun 2025 | 0.35x |
| Mar 2025 | 0.36x |
| Dec 2024 | 0.36x |
| Sep 2024 | 0.37x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+27.3%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity AMG
| FY Dec 2025 | +21.8% |
| FY Dec 2024 | +14.8% |
| FY Dec 2023 | +19.7% |
| FY Dec 2022 | +38.1% |
| FY Dec 2021 | +20.3% |
| Jun 2026 | +27.3% |
| Mar 2026 | +24.0% |
| Dec 2025 | +21.8% |
| Sep 2025 | +16.0% |
| Jun 2025 | +13.5% |
| Mar 2025 | +12.8% |
| Dec 2024 | +14.8% |
| Sep 2024 | +16.0% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+9.4%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets AMG
| FY Dec 2025 | +7.9% |
| FY Dec 2024 | +5.7% |
| FY Dec 2023 | +7.5% |
| FY Dec 2022 | +12.9% |
| FY Dec 2021 | +6.7% |
| Jun 2026 | +9.4% |
| Mar 2026 | +8.3% |
| Dec 2025 | +7.9% |
| Sep 2025 | +6.0% |
| Jun 2025 | +5.0% |
| Mar 2025 | +4.9% |
| Dec 2024 | +5.7% |
| Sep 2024 | +6.1% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+14.6%
operating income after a 24.2% effective tax rate, over long-term debt only, 2026-06-30 plus average of 2025-06-30 and 2026-06-30 minus cash
Return on invested capital AMG
| FY Dec 2025 | +16.2% |
| FY Dec 2024 | +17.1% |
| FY Dec 2023 | +17.3% |
| FY Dec 2022 | +18.1% |
| FY Dec 2021 | +20.1% |
| Jun 2026 | +14.6% |
| Mar 2026 | +15.4% |
| Dec 2025 | +16.2% |
| Sep 2025 | +17.9% |
| Jun 2025 | +17.0% |
| Mar 2025 | +17.1% |
| Dec 2024 | +17.1% |
| Sep 2024 | +18.2% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
assets or current liabilities not filed
Return on capital employed AMG
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
13.72x
close 2026-10-27 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing AMG
| FY Dec 2025 | 12.65x |
| FY Dec 2024 | 12.28x |
| FY Dec 2023 | 8.73x |
| FY Dec 2022 | 6.23x |
| FY Dec 2021 | 12.60x |
| Jun 2026 | 11.84x |
| Mar 2026 | 11.33x |
| Dec 2025 | 12.65x |
| Sep 2025 | 14.23x |
| Jun 2025 | 14.40x |
| Mar 2025 | 12.81x |
| Dec 2024 | 12.28x |
| Sep 2024 | 11.61x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$12.7B
market value at close 2026-10-27 on 2026-08-05 shares, plus long-term debt only, 2026-06-30, minus cash 2026-06-30
Enterprise value AMG
| FY Dec 2025 | $10.2B |
| FY Dec 2024 | $7.3B |
| FY Dec 2023 | $6.8B |
| FY Dec 2022 | $8.1B |
| FY Dec 2021 | $8.3B |
| Jun 2026 | $11.5B |
| Mar 2026 | $9.9B |
| Dec 2025 | $10.2B |
| Sep 2025 | $8.7B |
| Jun 2025 | $7.9B |
| Mar 2025 | $6.7B |
| Dec 2024 | $7.3B |
| Sep 2024 | $6.9B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+10.5%
TTM free cash flow over market value at close 2026-10-27
FCF yield AMG
| FY Dec 2025 | +11.9% |
| FY Dec 2024 | +16.6% |
| FY Dec 2023 | +16.8% |
| FY Dec 2022 | +17.5% |
| FY Dec 2021 | +18.7% |
| Jun 2026 | +11.9% |
| Mar 2026 | +14.3% |
| Dec 2025 | +11.9% |
| Sep 2025 | +13.6% |
| Jun 2025 | +16.3% |
| Mar 2025 | +18.9% |
| Dec 2024 | +16.6% |
| Sep 2024 | +18.2% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
0.13x
P/E over trailing EPS growth of 109%: four quarters to 2026-06-30 against the four to 2025-06-30
PEG, trailing AMG
| FY Dec 2025 | 0.25x |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | 0.07x |
| FY Dec 2021 | 0.06x |
| Jun 2026 | 0.11x |
| Mar 2026 | 0.13x |
| Dec 2025 | 0.25x |
| Sep 2025 | 1.52x |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $2.1B | $2.0B | $2.1B | $2.3B |
| Net income | $716.6M | $511.6M | $672.9M | $1.1B |
| EPS (diluted) | 22.74 | 15.13 | 17.42 | 25.35 |
| Operating cash flow | $973.2M | $932.1M | $874.3M | $1.1B |
| Cash | $586.0M | $950.0M | $813.6M | $429.2M |
| Long-term debt | $2.7B | $2.6B | $2.5B | $2.5B |
| Buybacks | $706.3M | $709.8M | $341.9M | $713.8M |
| Dividends paid | $1.0M | $1.4M | $1.5M | $1.6M |
SEC XBRL, fiscal years, as known on 2026-10-28
AMG Stock Sonar score 6/7 axes
Find similar shapesCompareAMG ranks highest on institutional and government (82nd percentile) and profitability (75th), and lowest on growth (32nd), among Financial Services peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
AMG filings, in plain words
Are Affiliated Managers insiders buying or selling AMG?
In the 180 days to 2026-10-28, Affiliated Managers insiders were net sellers, a net $6.6M: $687.4K of purchases and $7.3M of sales reported on Form 4, by 2 buyers and 3 sellers.
Read the full summary
In the 180 days to 2026-10-28, Affiliated Managers insiders were net sellers of AMG, a net $6.6M across purchases and sales reported on Form 4 by 2 buyers and 3 sellers. Sales outweighed purchases more than tenfold by value. None of the 3 insider sales was flagged as made under a Rule 10b5-1 plan. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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