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AFFILIATED MANAGERS GROUP, INC. (AMG) director Annette Franqui reported the vesting and conversion of equity awards on August 15, 2026. 477 Stock Units were exercised/converted into 477 shares of Common Stock, reflecting the vesting of a previously reported award. Following the transactions, she holds 2,439 shares of Common Stock and 609 Stock Units, all directly.
AFFILIATED MANAGERS GROUP, INC. (AMG) director Felix V. Matos Rodriguez reported the vesting and exercise of previously granted equity awards. On 2026-08-15, 654 Stock Units were converted into 654 shares of Common Stock at a reported price of $0.0000 per share, reflecting the vesting of earlier-reported awards that vest over 2023-2027. Following these transactions, he holds 5,023 shares of Common Stock directly and 1,127 Stock Units directly.
For AFFILIATED MANAGERS GROUP, INC. (AMG), director Loren M. Starr reported the vesting and conversion of equity awards. On 2026-08-15, 716 Stock Units were exercised into 716 shares of Common Stock, reflecting the vesting of previously reported awards, inclusive of deferred stock units.
Following these transactions, Starr directly held 3,027 Stock Units and 2,653 shares of Common Stock.
For AFFILIATED MANAGERS GROUP, INC. (AMG), director Tracy P. Palandjian reported the vesting and conversion of 848 Stock Units into 848 shares of Common Stock on 2026-08-15. The stock units disposition reflects vesting of previously reported awards that vest from 2023–2027, and following these transactions Palandjian directly held 1,731 Stock Units and 18,375 shares of Common Stock, inclusive of previously reported deferred stock units. The transactions were reported at a price of $0.00 per share, indicating a compensation-related award rather than an open-market trade.
Morgan Stanley and Atlanta Capital Management Company, LLC report their ownership in Affiliated Managers Group, Inc. common stock on an amended Schedule 13G. As of June 30, 2026, Morgan Stanley, through certain reporting units, is deemed to beneficially own 1,458,379 shares, representing 5.5% of the common stock, with 1,271,033 shares of shared voting power and 1,390,098 shares of shared dispositive power. Atlanta Capital reports 1,238,446 shares, or 4.7%, with shared voting power over 1,070,189 shares and shared dispositive power over 1,175,026 shares, and states it has ceased to be the beneficial owner of more than five percent of the class.
Affiliated Managers Group, Inc. reported stronger results for the three and six months ended June 30, 2026. Consolidated revenue was $640.7 million in Q2 2026, up from $493.2 million a year earlier, and net income attributable to the controlling interest was $185.9 million, versus $84.3 million. Diluted earnings per share rose to $6.95 from $2.80; for the first half of 2026, diluted EPS was $10.76 on controlling-interest net income of $296.3 million.
Assets under management reached $942.4 billion as of June 30, 2026, a 22% increase from $771.0 billion, driven by net client inflows, market gains, and new Affiliate investments. Aggregate fees climbed to $1,661.5 million for the quarter and $3,571.4 million for the first half, reflecting growth in private markets and liquid alternatives. Equity method income (net) also increased to $124.9 million in Q2 2026.
On the balance sheet, total assets were $9,403.5 million and total debt rose to $3,004.0 million, including $650.0 million outstanding under the renewed $1.25 billion revolving credit facility. Operating cash flow was $538.3 million for the first half, while the company repurchased $378.1 million of common stock. AMG completed minority investments in BBH Credit Partners, Garda, and HighBrook, and recorded a $14.6 million gain from the myCIO divestiture, alongside a $43.0 million aggregate impairment of certain acquired client relationships earlier in 2026.
Affiliated Managers Group director Loren M. Starr reported two equity-related awards tied to the company’s common stock. On 2026-07-30, Starr received 411 stock units, each representing a right to receive one share of common stock, which vest in full on August 15, 2027. On the same date, Starr also acquired 210 deferred stock units, reflecting cash director fees elected to be deferred under the company’s deferred compensation plan; these units are notionally invested in a measurement fund tracking the common stock and become distributable in common stock upon Starr’s separation from service on the Board. Both positions are held as derivative securities with direct ownership.
FRANQUI ANNETTE reported acquisition or exercise transactions in this Form 4 filing.
Affiliated Managers Group, Inc. reported that director Annette Franqui received an award of 274 stock units on July 30, 2026. Each stock unit represents a right to receive one share of common stock and vests in full on August 15, 2027. Following this grant, her reported direct holdings total 274 stock units.
Palandjian Tracy P. reported acquisition or exercise transactions in this Form 4 filing.
Affiliated Managers Group director Tracy P. Palandjian received a grant of 274 Stock Units. Each stock unit represents a right to receive one share of the company’s common stock upon vesting. The units vest in full on August 15, 2027 and are held directly, with no cash paid at grant.
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.