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 reported strong first‑quarter 2026 results, with diluted EPS of $3.84 and Economic EPS of $8.23, a 58% year‑over‑year increase. Net income attributable to controlling interest rose to $110.4 million, and Adjusted EBITDA (controlling interest) increased to $317.3 million, up 39% year‑over‑year.
The company reached record assets under management of $882 billion and generated record positive net client cash flows of $22.5 billion, led by alternative strategies. AMG also repurchased approximately $186 million of common stock and declared a quarterly dividend of $0.01 per share, payable May 26, 2026 to stockholders of record on May 11, 2026.
Vanguard Capital Management reported beneficial ownership of 1,386,744 shares of Affiliated Managers Group Inc. common stock, representing 5.19% of the class as of 03/31/2026. The filing states Vanguard has sole voting power for 211,998 shares and sole dispositive power for 1,386,744 shares. The disclosure covers holdings managed by Vanguard Capital Management and affiliated investment divisions and was signed on 04/29/2026.
Affiliated Managers Group Inc Schedule 13G shows Vanguard Portfolio Management beneficially owned 1,368,430 shares of common stock, representing 5.12% as of 03/31/2026. The filing states Vanguard has sole dispositive power over 1,368,430 shares and sole voting power for 8,637 shares. The filing is signed on 04/28/2026.
AFFILIATED MANAGERS GROUP, INC. executive Cheerag B. Patel, Head of Affiliate Engagement, has filed a Form 3 showing his initial beneficial ownership in the company. The filing reports direct ownership of 39,659 shares of Common Stock as of the reported date, with no buy or sell transactions disclosed.
Affiliated Managers Group, Inc. (AMG) is asking stockholders to vote on directors, executive pay, and auditors at its 2026 annual meeting. The meeting is scheduled for May 27, 2026 in Prides Crossing, Massachusetts, with stockholders of record on April 6, 2026 entitled to vote one share per outstanding share of common stock, totaling 26,554,106 shares.
Seven directors are nominated, six of whom are independent, and the board uses annual, majority-vote elections with a non-executive independent chair. Stockholders will cast a non-binding advisory vote on executive compensation after 97% support in 2025, and will vote on ratifying PricewaterhouseCoopers LLP as independent auditor.
The proxy highlights AMG’s 2025 results, including Economic earnings per share of $26.05, up 22%, GAAP diluted EPS of $22.74, up 50%, and Adjusted EBITDA of $1,076.8 million, up 11%. AMG reports record $74 billion net inflows into alternative strategies, a roughly 9% share count reduction in 2025, and approximately $700 million returned to stockholders. The compensation program ties CEO pay to a formulaic scorecard; for 2025 a 134% performance score was capped so CEO total compensation did not exceed $17.5 million.
AFFILIATED MANAGERS GROUP, INC. director Cates G. Staley filed an initial Form 3 showing ownership of 4,905 shares of Common Stock held directly. This filing does not report a new purchase or sale; it simply discloses Staley’s existing beneficial holdings upon becoming a reporting insider.
Affiliated Managers Group Inc ownership filing: The Vanguard Group amended its Schedule 13G to report 0 shares beneficially owned and 0% of the class. The amendment states Vanguard implemented an internal realignment and certain subsidiaries will report ownership separately in reliance on SEC Release No. 34-39538.
The filing is administrative and reflects disaggregation of holdings under the cited SEC release rather than an active purchase or sale.
Affiliated Managers Group president and COO Thomas M. Wojcik reported multiple share transactions around his employment termination. On March 5, 2026, previously reported equity awards vested and a March 2023 performance award settled, adding 7,272 common shares from stock units and a separate 10,619-share grant. To cover tax withholding on these vestings, 9,136 shares of common stock were automatically surrendered to the company. On March 6, 2026, in connection with his termination and the cancellation of all then-outstanding unvested awards, he executed an open‑market sale of 8,000 common shares at a weighted average price of $286.30, leaving 159,465 common shares directly owned.
Affiliated Managers Group General Counsel Kavita Padiyar reported a mix of stock transactions. On March 9, 2026, she sold 2,200 shares of common stock in an open-market transaction at a weighted average price of $278.24 per share, leaving her with 42,672 directly held shares. The sale prices ranged from $278.00 to $278.51.
On March 5, 2026, previously reported stock unit awards vested and were converted into 2,288 shares of common stock, and she received additional grants of 2,426 common shares and 1,191 stock units. A portion of shares (2,282) was automatically surrendered to the company to satisfy tax withholding obligations. The new award issued under the 2020 Equity Incentive Plan vests in four equal installments on March 5 of 2027, 2028, 2029, and 2030.