Welcome to our dedicated page for Affiliated Managers Group SEC filings (Ticker: AMG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Affiliated Managers Group, Inc. (AMG) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. AMG’s common stock trades on the New York Stock Exchange under the symbol AMG, and the company also has several series of junior subordinated notes listed on the NYSE, as reflected in its Form 8-K cover pages.
Investors can use this page to review current and historical filings such as Form 8-K reports, annual reports on Form 10-K, and quarterly reports on Form 10-Q when available. Recent 8-K filings illustrate how AMG reports material events, including quarterly financial and operating results, dividend declarations, and changes in its capital structure. For example, an 8-K dated December 11, 2025 describes the issuance and sale of $425,000,000 of 5.500% Senior Notes due 2036, outlining the terms of the notes, the governing indenture, and the intended use of proceeds. Another 8-K dated December 8, 2025 details a notice of redemption for AMG’s 5.15% Convertible Trust Preferred Securities due 2037 and explains that the contemplated refinancing is intended to simplify the company’s capital structure while maintaining a long-duration debt profile.
Other 8-K filings furnished by AMG cover results of operations and financial condition, including earnings press releases for specific quarters. These filings identify which portions of the earnings materials are deemed “filed” for purposes of the Exchange Act and incorporated by reference into Securities Act filings. They also disclose Board-authorized quarterly cash dividends on AMG’s common stock.
On Stock Titan, these filings are supplemented with AI-powered summaries that highlight key points from lengthy documents, helping users quickly understand topics such as new debt issuances, redemption notices, earnings metrics, and dividend actions. Real-time updates from EDGAR ensure that new AMG filings, including 10-Ks, 10-Qs, and Form 4 insider transaction reports when available, are added promptly, while AI-generated overviews make it easier to interpret the implications of complex regulatory text.
Affiliated Managers Group, Inc. reported an insider stock gift by its Chief Executive Officer and director. On 12/23/2025, the reporting person transferred 4,000 shares of AMG common stock as a gift, coded as transaction type "G," which the explanation notes was a gift to a charitable donor advised fund. The form also indicates that the reporting person serves as both Chief Executive Officer and a director of the company.
After this transaction, the reporting person beneficially owned 510,387 shares of AMG common stock directly and 34,058 shares indirectly through family trusts. The filing is made as a Form 4 for one reporting person and reflects a personal gifting transaction rather than an open-market purchase or sale.
Affiliated Managers Group, Inc. completed an offering of $425,000,000 aggregate principal amount of its 5.500% Senior Notes due 2036. The unsecured, unsubordinated notes mature on February 15, 2036 and pay interest at 5.500% per year, with payments on February 15 and August 15 each year, starting August 15, 2026. The company may redeem the notes at any time, in whole or in part, at a make-whole redemption price plus accrued and unpaid interest.
The indenture limits the company’s ability to consolidate, merge or sell substantially all assets and requires an offer to repurchase the notes upon certain change of control triggering events. The company intends to use the net proceeds mainly to redeem in full and settle in cash its 5.15% Convertible Trust Preferred Securities due 2037 of AMG Capital Trust II, with any remaining proceeds expected to be used for general corporate purposes.
Affiliated Managers Group, Inc. is issuing $425,000,000 of 5.500% senior notes due February 15, 2036. The notes are unsecured, unsubordinated obligations that rank equally with AMG’s other senior debt and are structurally subordinated to liabilities of its subsidiaries. Interest is paid semi‑annually on February 15 and August 15, starting August 15, 2026, with minimum denominations of $2,000.
The notes are offered at 99.828% of principal, with a 0.650% underwriting discount, providing gross proceeds to AMG of $421,506,500 and estimated net proceeds of $420.4 million after expenses. AMG plans to use the net proceeds primarily to redeem in full its outstanding Trust Preferred Securities and to settle related obligations in cash, with any remaining funds available for general corporate purposes. The notes are redeemable at AMG’s option, include a change‑of‑control repurchase feature, and are not expected to be listed on any securities exchange.
Affiliated Managers Group, Inc. announced that it has delivered a notice of redemption for all outstanding 5.15% Convertible Trust Preferred Securities due 2037 issued by AMG Capital Trust II. The company will redeem these securities on December 29, 2025 at a cash price equal to 100% of their principal amount plus any accrued and unpaid interest up to, but excluding, the redemption date.
Holders may choose to convert their preferred securities before the redemption date, and the company intends to settle any such conversion obligations entirely in cash. AMG plans to use net proceeds from its previously announced senior notes offering, if that offering is completed, to redeem and settle obligations related to these preferred securities, as part of an effort to simplify its capital structure while keeping a long-duration debt profile. The redemption is not conditioned on completion of the senior notes offering.
Affiliated Managers Group, Inc. is issuing new senior unsecured notes in a registered public offering. The notes will be general, unsubordinated obligations of AMG and will rank equally with its existing senior debt, while being effectively junior to any secured borrowings and structurally subordinated to liabilities of its subsidiaries.
AMG expects to use the net proceeds to redeem in full and settle its outstanding Trust Preferred Securities in cash, with any remaining funds used for general corporate purposes. As of September 30, 2025, AMG reported aggregate assets under management of approximately $804 billion, or about $855 billion on a pro forma basis after recent and pending affiliate transactions, and total indebtedness of $2,371.6 million, providing context for the company’s overall capital structure as it adds this new series of notes.
Affiliated Managers Group director reports charitable stock gift
A director of Affiliated Managers Group, Inc. (AMG) reported a change in ownership of company stock on a Form 4. On 11/25/2025, the insider transferred 3,499 shares of common stock in a transaction coded “G,” which indicates a gift, at a reported price of $0 per share. Following this transaction, the reporting person directly beneficially owns 14,387 shares of AMG common stock. The footnote clarifies that the shares were gifted to a charitable donor advised fund, meaning the transfer was for philanthropic purposes rather than a sale for cash.
Affiliated Managers Group (AMG) reported an insider transaction by a director on 11/07/2025. The director exercised options for 560 shares at $69.63 (code M), increasing holdings, and then disposed of 182 shares at $259.26 to cover taxes (code F). Following these transactions, the director held 12,243 shares directly. A related director stock option for 560 shares was exercised, leaving 0 derivative securities outstanding.
Affiliated Managers Group (AMG): Morgan Stanley, Atlanta Capital Management Company, and Eaton Vance Atlanta Capital SMID-Cap Fund filed Amendment No. 6 to Schedule 13G reporting beneficial ownership of AMG common stock tied to a Date of Event of 09/30/2025.
Morgan Stanley reported 1,983,387 shares, representing 7.0% of the class, with shared voting power 1,796,796 and shared dispositive power 1,907,109 (no sole power). Atlanta Capital reported 1,778,903 shares, or 6.3%, with shared voting power 1,608,717 and shared dispositive power 1,707,951 (no sole power). The Eaton Vance Atlanta Capital SMID-Cap Fund reported 1,276,051 shares, or 4.5%, and stated it has ceased to be a beneficial owner of more than five percent.
The filers certified the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.
Affiliated Managers Group (AMG) reported stronger Q3 results, with consolidated revenue of
Year to date, consolidated revenue was
AMG completed or agreed to several portfolio actions, including the Peppertree sale (after‑tax net proceeds
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