Affiliated Managers Group · Financials
AMG
$369.83
Affiliated Managers Group, Inc. (AMG) is an American financial services firm founded in 1993 and headquartered in West Palm Beach, Florida.关联管理集团是一家美国金融服务公司，成立于1993年，总部位于佛罗里达州西棕榈滩。
Financial金融股
Mid cap中盘
$10B
Engine stance引擎立场2026-07-20
High-confluence leader (context)高共振 领先（参考）
The daily turn is already in — a low formed @ 336.91 and price is back above the 10-day average. What's missing is the w日线转向已经完成——低点于近期形成 @ 336.91，且价格已重新站上 10 日均线。尚缺的是周线周期的确认，因此这是当下可用的部分信心入场，而非待触发信号：可在此建半仓，或等待周线转向。
Key Statistics关键统计
Price价格
$369.83
2.6% below 52-week high低于52周高点 2.6%
Market Cap市值
$10B
Normal volume正常成交量
P/E Ratio市盈率
13.8x
15.0x sector median
Beta贝塔
1.04
Moves about 1.0x the market波动幅度约为市场的 1.0 倍
RSI (14)RSI（14）
63
Elevated偏高
Next Earnings下次财报
2026-07-30 (11d)
Volatility Rank波动率分位
52th pctile
hist. vol. percentile历史波动率分位数
Short Interest空头兴趣
3.9% of float
Performance价格表现
| Period周期 | AMG | S&P 500 | vs Index对比指数 |
|---|---|---|---|
| 1 Week近1周 | +0.9% | -1.5% | Beat the index by 2.4 points跑赢指数 2.4 个百分点 |
| 1 Month近1月 | +4.0% | +0.6% | Beat the index by 3.4 points跑赢指数 3.4 个百分点 |
| 3 Months近3月 | +25.4% | +4.7% | Beat the index by 20.7 points跑赢指数 20.7 个百分点 |
| 6 Months近6月 | +13.4% | +7.8% | Beat the index by 5.6 points跑赢指数 5.6 个百分点 |
| Year to date年初至今 | +28.0% | +9.1% | Beat the index by 18.9 points跑赢指数 18.9 个百分点 |
| 1 Year近1年 | +75.5% | +19.4% | Beat the index by 56.1 points跑赢指数 56.1 个百分点 |
| 3 Years近3年 | +128.8% | +69.4% | Beat the index by 59.4 points跑赢指数 59.4 个百分点 |
Technicals技术面
RSI (14)RSI（14）
63
Elevated偏高
vs 50-day相对50日均线
+11.4% vs 50-day avg
vs 200-day相对200日均线
+26.0% vs 200-day avg
Volatility rank波动率分位
52th percentile 分位
Engine reference levels — not advice引擎参考水平 — 非投资建议
Buy zone买入区间
$365.45
Don't chase above不追高于
$373.30
Stop止损
$336.90
Cycle turn — awaiting confluence cross周期拐点 — 等待共振交叉确认
Earnings财务业绩
11
days until next report天后公布财报
2026-07-30
Estimates being raised — 2 analysts预期上调 — 2 位分析师
Earnings call transcripts — coming soon财报电话会议记录 — 即将上线
Valuation估值
| Multiple指标 | AMG | Sector median行业中位 | Cheaper than相对便宜 |
|---|---|---|---|
| P/E (trailing)市盈率（历史） | 13.77x | 14.99 | 59% |
| P/B市净率 | 3.05x | 1.52 | 17% |
| P/S市销率 | 4.76x | 2.87 | 27% |
| Earnings yield盈利收益率 | 7.26% | 6.58 | 61% |
| Shareholder yield股东收益率 | 7.17% | 3.91 | 80% |
Analyst price targets — coming soon分析师目标价 — 即将上线
Financials财务数据
Revenue营业收入
5yr CAGR5年复合增速: 0.5%
Earnings Per Share每股收益
5yr CAGR5年复合增速: 39.3%
Free Cash Flow自由现金流
Margins利润率
22.1%Return on Equity股本回报率
7.8%Return on Assets资产回报率
Capital Allocation资本配置
| Buybacks (TTM)回购（TTM） | $706.3M |
| Stock-based comp股权薪酬 | $59.2M |
| Share count change (1y)股数变化（1年） | -8.8% |
Piotroski皮奥特罗斯基 5/6
Clean稳健
Snapshot Gauges综合指标
Valuation vs Sector估值相对行业
Roughly fair vs sector相对行业估值合理
Cheaper than 34% of its sector on blended multiples综合估值倍数低于行业内 34% 的公司
Beta市场敏感度
1.04×
0.21×3×
Moves about 1.0× the market波动幅度约为市场的 1.0 倍
Financial Health财务健康
5/6
Adequate financial health财务健康状况一般
Dividend分红
—
Does not pay a dividend不派发股息
Why Is It Moving为何波动
Macro宏观
Short-duration name into a restrictive, rising-real-rate regime → rate tailwind.短久期标的进入偏紧、实际利率上行的环境→利率顺风。
Positioning持仓
Short interest changed -17.4%空头仓位变动 -17.4%
Technical技术面
BOTTOMING → NEARING A HIGH筑底中 → 接近高点
Ownership & Smart Money持仓与聪明钱
Insider activity内部人员活动: -$2.9M net (0 buyers, 2 sellers)-$2.9M 净值（0 买家，2 卖家）
Concentrated ownership集中持仓
| Fund基金 | Grade评级 | Activity动作 | % of portfolio组合占比 | As of截至 |
|---|---|---|---|---|
| Basswood Capital Management | B | New position新建仓 | 0.2% | 2026-03-31 |
Signal History信号历史
TURN SIGNALED
BOTTOMING
Jul 15, 2026
BOTTOMING → NEARING A HIGH筑底中 → 接近高点
TAKE PROFITS止盈
Jul 15, 2026
AMG made a new 52-week highAMG 创52周新高
Price reached a fresh 52-week high — a momentum / trend extreme the whole market watches. $379.59.价格创出52周新高 — 全市场关注的动量/趋势极值。$379.59。
Jul 15, 2026
AMG RSI reached overboughtAMG RSI进入超买
RSI(14) crossed above 70 — stretched to the upside; context, not a timing trigger alone. $379.59.RSI(14)上穿70 — 上行过度；仅作背景，单独不构成择时。$379.59。
Jul 13, 2026
BOTTOMING → NEARING A HIGH筑底中 → 接近高点
TAKE PROFITS止盈
Jul 9, 2026
AMG made a new 52-week highAMG 创52周新高
Price reached a fresh 52-week high — a momentum / trend extreme the whole market watches. $364.96.价格创出52周新高 — 全市场关注的动量/趋势极值。$364.96。
Jul 9, 2026
AMG daily MACD crossed upAMG 日线MACD上穿
The daily MACD histogram turned positive — fast and noisy, context rather than a standalone trigger. $364.96.日线MACD柱状图转正 — 快速且嘈杂，仅作背景。$364.96。
Jul 7, 2026
AMG made a new 52-week highAMG 创52周新高
Price reached a fresh 52-week high — a momentum / trend extreme the whole market watches. $359.72.价格创出52周新高 — 全市场关注的动量/趋势极值。$359.72。
Jul 6, 2026
NEARING A HIGH → BOTTOMING接近高点 → 筑底中
BUY SETUP买入预备
Jul 6, 2026
AMG took relative-strength leadershipAMG 取得相对强弱领先
Relative strength vs SPY crossed above the 90th percentile of the last 90 days — leadership tends to persist. $356.61.相对标普500的强弱上穿近90日的第90百分位 — 领先往往延续。$356.61。
Jul 6, 2026
AMG StochRSI turned up from oversoldAMG StochRSI自超卖区上行
StochRSI popped back above 20 — the earliest oscillator heads-up that downside momentum is easing. $356.61.StochRSI重回20上方 — 下行动量趋缓的最早预警。$356.61。
Jul 2, 2026
BOTTOMING → NEARING A HIGH筑底中 → 接近高点
TAKE PROFITS止盈
Jul 1, 2026
AMG printed a daily-cycle lowAMG 打出日线周期低点
A confirmed local low — in this cycle framework the highest-odds long-entry window. $336.91.一个已确认的局部低点 — 在本周期框架中做多胜率最高的入场窗口。$336.91。
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Factor Profile因子特征
Composite factor score综合因子得分: 0.23
Value价值
-0.1
Quality质量
-0.2
Investment资本投入
+0.2
Shareholder payout股东回报
+0.8
Low volatility低波动
+0.5
Low market beta低市场敏感度
-0.3
Earnings quality盈利质量
-0.3
Short interest空头兴趣
+0.6
Company Profile公司档案
Affiliated Managers Group, Inc. (AMG) is an American financial services firm founded in 1993 and headquartered in West Palm Beach, Florida.关联管理集团是一家美国金融服务公司，成立于1993年，总部位于佛罗里达州西棕榈滩。
Watch items — what could change the thesis关注项 — 可能改变论点的因素
- Capital intensity rising
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Nightly signals, options flow, and factor analysis across all S&P 500 names.每日更新的信号、期权资金流向和因子分析，覆盖所有标普500成分股。