Affiliated Managers Group filings document the company’s asset-management affiliate model, operating results, capital structure, and public-company governance. Its Form 8-K disclosures include quarterly and annual financial results, dividends, share repurchase authorizations, senior note issuance, redemptions of trust preferred securities, and changes involving directors or executive officers.
AMG’s proxy materials cover board elections, executive compensation, equity awards, shareholder voting matters, and governance practices. The filing record also identifies its NYSE-listed common stock and junior subordinated notes, alongside material agreements and exhibit disclosures that relate to the company’s financing and reporting obligations.
Matos Rodriguez Felix V. reported acquisition or exercise transactions in this Form 4 filing.
AFFILIATED MANAGERS GROUP director Felix V. Matos Rodriguez reported an award of 274 stock units on July 30, 2026. Each stock unit represents a right to receive one share of common stock upon vesting, and the units vest in full on August 15, 2027. Following this grant, he holds 274 stock units directly.
Engel Marcy reported acquisition or exercise transactions in this Form 4 filing.
Affiliated Managers Group director Marcy Engel received a grant of 274 Stock Units on July 30, 2026. Each unit represents one share of common stock and will vest in full on August 15, 2027, leaving her with 274 Stock Units held directly.
Cates G. Staley reported acquisition or exercise transactions in this Form 4 filing.
Affiliated Managers Group, Inc. reported that director Cates G. Staley received a compensatory grant of 274 Stock Units on July 30, 2026. Each stock unit represents the right to receive one share of common stock upon vesting, and the units vest in full on August 15, 2027. Following this award, Staley holds 274 stock units directly.
Affiliated Managers Group reported strong results for the quarter and six months ended June 30, 2026. In the second quarter, diluted EPS was $6.95, with Economic EPS of $8.29, which the company stated increased 54% year over year. Net income (controlling interest) was $185.9 million, Economic net income was $221.4 million, and Adjusted EBITDA (controlling interest) was $316.0 million, up 44% year over year. For the first half of 2026, diluted EPS was $10.76 and Economic EPS was $16.52.
Assets under management reached a record $942.4 billion as of June 30, 2026. Net client cash flows were approximately $12.9 billion in the quarter and $35.5 billion year to date, including record alternative net inflows of approximately $29 billion in the quarter and approximately $58 billion in the first half. Over the last 12 months, AUM increased by approximately $171 billion, or 22%, including approximately $69 billion from growth investments in new Affiliates and approximately $56 billion from net client cash flows.
In capital management, the company repurchased approximately $189 million of common stock in the second quarter, bringing total repurchases to approximately $375 million in the first half of 2026. The Board of Directors declared a quarterly dividend of $0.01 per share, payable on August 24, 2026 to stockholders of record as of August 10, 2026.
AMG reported a Section 144 notice for insider sales. The filing lists an exercise of options under a registered plan resulting in 305 shares on 06/30/2026 and a prior reported sale of 3,402 shares on 05/06/2026 with a value of $1,037,804.93.
The notice names David Ryan and lists Morgan Stanley Smith Barney LLC as broker-dealer; the transactions are routine sale/reporting activity under Section 144.
AFFILIATED MANAGERS GROUP, INC. filed an amended Form 3 for officer Cheerag B. Patel to correct his initial insider holdings. The amendment adds 2,751 restricted stock units tied to common stock that were inadvertently omitted from the original Form 3.
These restricted stock units are scheduled to vest over time: 1,261 units in March 2027, 795 units in March 2028, 498 units in March 2029, and 197 units in March 2030. The filing updates Patel’s direct derivative holdings; it does not report any new buy or sell transaction.
AFFILIATED MANAGERS GROUP, INC. director Tracy P. Palandjian exercised stock options and settled related taxes using shares. On June 12, she exercised options for 2,958 shares of common stock at $82.07 per share and 685 shares were withheld at $354.62 per share to cover tax obligations. After these transactions, she directly holds 17,527 shares of AMG common stock, and the exercised director stock option covering 2,958 shares is fully depleted.
Affiliated Managers Group, Inc. entered into a Fourth Amended and Restated Credit Agreement that provides a $1.25 billion senior unsecured multicurrency revolving credit facility maturing on June 9, 2031. The facility can be increased by up to $750 million if certain conditions are met.
Borrowings may be used for working capital and other general corporate purposes, including investments in new and existing Affiliates, debt repayment, common stock repurchases, and cash dividends. The agreement includes leverage and interest coverage covenants, limitations on priority indebtedness and asset dispositions, and customary events of default that could accelerate amounts due.
AFFILIATED MANAGERS GROUP, INC. President and CEO Jay C. Horgen exercised employee stock options for 75,000 shares of common stock at a strike price of $74.49 per share. These options were labeled as an Employee Stock Option (Right to Buy) and are now fully exercised.
Of the acquired shares, 39,671 were used to satisfy tax obligations at a price of $336.62 per share, and 17,500 shares were sold in an open-market transaction at a weighted average price of $338.27 per share. Following these transactions, Horgen directly holds 204,706 common shares, with additional indirect holdings reported as 350,000 shares through grantor retained annuity trusts and 34,058 shares through family trusts.
Morgan Stanley Smith Barney LLC Executive Financial Services reported a proposed sale of 17,500 shares of Common Stock on Form 144. The filing lists an aggregate amount of $5,919,688.25 and states the securities arose from restricted stock vesting under a registered plan on 03/05/2026. The sale notice is dated 06/08/2026 and cites the NYSE as the market.