[8-K] Affiliated Managers Group Reports Material Event

Rhea-AI Filing Summary

Affiliated Managers Group, Inc. (AMG) filed a Form 8-K on 31-Jul-2025.

• Item 2.02 – Results of Operations: AMG furnished a press release (Exhibit 99.1) containing its financial and operating results for the quarter ended 30-Jun-2025. The financial highlights on page 1 and tables on pages 3-8 of the release are deemed “filed” and incorporated by reference, but the actual numbers are not reproduced in the 8-K itself.
• Item 8.01 – Other Events: The Board declared a regular quarterly cash dividend of $0.01 per common share, payable 25-Aug-2025 to shareholders of record on 11-Aug-2025.

No other material transactions or strategic actions were disclosed. Existing junior subordinated notes (tickers MGR, MGRB, MGRD, MGRE) remain listed on the NYSE.

Because headline revenue, earnings and AUM figures are absent from the body of the filing, investors must review Exhibit 99.1 for quantitative insight. The token dividend suggests continuity rather than a revised capital-return policy, making the disclosure largely procedural.

Positive

• Timely disclosure of Q2 2025 results via Exhibit 99.1 keeps investors informed.
• Quarterly dividend declared, maintaining a consistent, if minimal, shareholder return.

Negative

• No financial metrics included in the 8-K body, requiring extra steps for investors.
• Dividend remains nominal at $0.01, offering limited income significance.

Insights

Financial Analyst

TL;DR: Procedural 8-K; Q2 results furnished externally, token $0.01 dividend declared—no strategic shift signaled.

The filing mainly fulfills disclosure requirements. Without embedded metrics, it offers little for valuation analysis; investors must examine Exhibit 99.1 for revenue, EPS and AUM trends. The unchanged $0.01 dividend confirms a conservative payout stance and implies management continues to prioritize reinvestment or buybacks over cash distributions. Overall impact on equity value or credit profile appears neutral.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(D) OF THE

SECURITIES EXCHANGE ACT OF 1934

Date of report (Date of earliest event reported): July 31, 2025

AFFILIATED MANAGERS GROUP, INC.

(Exact Name of Registrant as Specified in Its Charter)

Delaware

(State or Other Jurisdiction of Incorporation)

001-13459									04-3218510
(Commission File Number)									(IRS Employer Identification No.)

777 South Flagler Drive, West Palm Beach, Florida 33401

(Address of principal executive offices)

(800) 345-1100

(Registrant’s Telephone Number, Including Area Code)

N/A

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading Symbol(s)

Name of each exchange on which registered

Common Stock ($0.01 par value)

AMG

New York Stock Exchange

5.875% Junior Subordinated Notes due 2059

MGR

New York Stock Exchange

4.750% Junior Subordinated Notes due 2060

MGRB

New York Stock Exchange

4.200% Junior Subordinated Notes due 2061

MGRD

New York Stock Exchange

6.750% Junior Subordinated Notes due 2064

MGRE

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company    ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.  ☐

ITEM 2.02 Results of Operations and Financial Condition.

On July 31, 2025, Affiliated Managers Group, Inc. (the “Company”) issued a press release setting forth its financial and operating results for the quarter ended June 30, 2025. A copy of the press release is furnished as Exhibit 99.1 hereto, except for such portions which are filed, as noted below under Item 9.01.

ITEM 8.01 Other Events.

The press release announced that the Company’s Board of Directors authorized and declared a quarterly dividend of $0.01 per share of common stock, payable August 25, 2025 to stockholders of record as of the close of business on August 11, 2025.

ITEM 9.01 Financial Statements and Exhibits.

(d)Exhibits.

The financial highlights table set forth on page 1 and the financial tables set forth on pages 3 through 8 in Exhibit 99.1 hereto are “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, and shall be deemed incorporated by reference into the filings of the Company under the Securities Act of 1933, as amended. The remaining information in Exhibit 99.1 is being “furnished” to the Securities and Exchange Commission as provided pursuant to General Instruction B.2 of Form 8-K.

			Exhibit No.						Description
			99.1						Earnings Press Release issued by the Company on July 31, 2025
			104						Cover Page Interactive Data File (the cover page tags are embedded within the Inline XBRL document).

2

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

AFFILIATED MANAGERS GROUP, INC.

Date: July 31, 2025

By:

/s/ Kavita Padiyar

Name:

Kavita Padiyar

Title:

General Counsel and Corporate Secretary

3

FAQ

What financial period does AMG's July 31 2025 Form 8-K cover?

The filing relates to the quarter ended June 30 2025, with details furnished in Exhibit 99.1.

How much is Affiliated Managers Group's newly declared dividend?

The Board declared a $0.01 per share quarterly cash dividend.

When are the record and payment dates for AMG's dividend?

Shareholders of record on August 11 2025 will be paid on August 25 2025.

Where can investors find AMG's detailed Q2 2025 financial tables?

The numbers are in Exhibit 99.1, pages 1 and 3-8, which are incorporated by reference.

Did AMG announce any other material events in this 8-K?

No; beyond the earnings release and dividend, no additional transactions or changes were reported.