Every 8-K that Affiliated Managers Group, Inc. 4.200% Junior Subordinated Notes due 2061 (MGRD) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow MGRD and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full MGRD filings page.
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.
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. reported the results of its Annual Meeting of Stockholders held on May 27, 2026. Stockholders elected seven directors to serve until the 2027 Annual Meeting, with each nominee receiving at least 97% of the votes cast, indicating strong support for the current board.
Stockholders also approved, on a non-binding advisory basis, the compensation of the Company’s named executive officers, with 22,587,936 votes for, 479,705 against, and 20,741 abstentions, representing 98% support among votes cast. In addition, stockholders ratified the selection of PricewaterhouseCoopers LLP as the independent registered public accounting firm for the current fiscal year, with 23,035,223 votes for, 1,491,160 against, and 6,195 abstentions, reflecting 94% approval among votes cast.
Affiliated Managers Group, Inc. appointed G. Staley Cates to its Board of Directors as an independent director, effective April 1, 2026. Cates spent decades at Southeastern Asset Management, including roles as President and Vice Chairman, and holds a Chartered Financial Analyst designation.
The filing also notes that Karen L. Alvingham will retire from the Board effective April 1, 2026, and that Jay C. Horgen has been re-appointed as President, while continuing to serve as Chief Executive Officer. AMG reports approximately $813 billion in assets under management as of December 31, 2025, across a range of investment strategies.
Affiliated Managers Group reported very strong 2025 results, with diluted EPS of $22.74 and Economic EPS of $26.05, as well as net client cash inflows of $28.7 billion and year-end assets under management of about $813 billion.
Economic EPS rose 22% year-over-year, helped by organic growth and higher equity-method income, while Adjusted EBITDA (controlling interest) increased to $1.08 billion. The business saw approximately $29 billion of net inflows, including $24 billion raised by private markets Affiliates and record $51 billion net inflows into liquid alternatives.
The company deployed capital aggressively, repurchasing about $700 million of stock, or roughly 11% of shares outstanding in 2025, refinancing junior convertible securities with $425 million of senior notes due 2036, and adding a new authorization to repurchase up to 4.2 million additional shares, for about 6 million total authorized. The Board also declared a $0.01 quarterly dividend payable March 9, 2026.
Affiliated Managers Group reported that Thomas M. Wojcik will step down as President and Chief Operating Officer effective March 6, 2026. His responsibilities will be reassigned to other senior leaders, rather than filled by a single replacement role.
In connection with his departure and continued service through the Departure Date, Wojcik is scheduled to receive $5,025,000 in cash payments in 2026, contingent on signing and re-signing a separation and release agreement covering non-competition, non-solicitation, confidentiality, and related terms. If he satisfactorily fulfills ongoing obligations to the company through early 2027, including limits on competitive activity, he will receive an additional $11,050,000 cash payment in the first quarter of 2027.
Wojcik will forgo any long-term or short-term incentive compensation for performance years 2025 and 2026, and all of his unvested equity awards will be cancelled on the Departure Date, meaning he will not retain future equity-based upside from those awards.
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. 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. filed a Form 8-K stating it issued a press release with financial and operating results for the quarter ended September 30, 2025. The company’s Board of Directors also authorized and declared a quarterly dividend of $0.01 per share of common stock, payable November 28, 2025 to stockholders of record as of the close of business on November 13, 2025.
The filing notes that the financial highlights table on page 1 and the financial tables on pages 3 through 9 of Exhibit 99.1 are filed for purposes of Section 18 of the Exchange Act and incorporated by reference into Securities Act filings; the remaining portions of the press release are furnished.