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Affiliated Managers Group director reports charitable stock gift
A director of Affiliated Managers Group, Inc. (AMG) reported a change in ownership of company stock on a Form 4. On 11/25/2025, the insider transferred 3,499 shares of common stock in a transaction coded “G,” which indicates a gift, at a reported price of $0 per share. Following this transaction, the reporting person directly beneficially owns 14,387 shares of AMG common stock. The footnote clarifies that the shares were gifted to a charitable donor advised fund, meaning the transfer was for philanthropic purposes rather than a sale for cash.
Affiliated Managers Group director reports charitable stock gift
A director of Affiliated Managers Group, Inc. (AMG) reported a change in ownership of company stock on a Form 4. On 11/25/2025, the insider transferred 3,499 shares of common stock in a transaction coded “G,” which indicates a gift, at a reported price of $0 per share. Following this transaction, the reporting person directly beneficially owns 14,387 shares of AMG common stock. The footnote clarifies that the shares were gifted to a charitable donor advised fund, meaning the transfer was for philanthropic purposes rather than a sale for cash.
Affiliated Managers Group (AMG) reported an insider transaction by a director on 11/07/2025. The director exercised options for 560 shares at $69.63 (code M), increasing holdings, and then disposed of 182 shares at $259.26 to cover taxes (code F). Following these transactions, the director held 12,243 shares directly. A related director stock option for 560 shares was exercised, leaving 0 derivative securities outstanding.
Affiliated Managers Group (AMG) reported an insider transaction by a director on 11/07/2025. The director exercised options for 560 shares at $69.63 (code M), increasing holdings, and then disposed of 182 shares at $259.26 to cover taxes (code F). Following these transactions, the director held 12,243 shares directly. A related director stock option for 560 shares was exercised, leaving 0 derivative securities outstanding.
Affiliated Managers Group (AMG): Morgan Stanley, Atlanta Capital Management Company, and Eaton Vance Atlanta Capital SMID-Cap Fund filed Amendment No. 6 to Schedule 13G reporting beneficial ownership of AMG common stock tied to a Date of Event of 09/30/2025.
Morgan Stanley reported 1,983,387 shares, representing 7.0% of the class, with shared voting power 1,796,796 and shared dispositive power 1,907,109 (no sole power). Atlanta Capital reported 1,778,903 shares, or 6.3%, with shared voting power 1,608,717 and shared dispositive power 1,707,951 (no sole power). The Eaton Vance Atlanta Capital SMID-Cap Fund reported 1,276,051 shares, or 4.5%, and stated it has ceased to be a beneficial owner of more than five percent.
The filers certified the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.
Affiliated Managers Group (AMG): Morgan Stanley, Atlanta Capital Management Company, and Eaton Vance Atlanta Capital SMID-Cap Fund filed Amendment No. 6 to Schedule 13G reporting beneficial ownership of AMG common stock tied to a Date of Event of 09/30/2025.
Morgan Stanley reported 1,983,387 shares, representing 7.0% of the class, with shared voting power 1,796,796 and shared dispositive power 1,907,109 (no sole power). Atlanta Capital reported 1,778,903 shares, or 6.3%, with shared voting power 1,608,717 and shared dispositive power 1,707,951 (no sole power). The Eaton Vance Atlanta Capital SMID-Cap Fund reported 1,276,051 shares, or 4.5%, and stated it has ceased to be a beneficial owner of more than five percent.
The filers certified the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.
Affiliated Managers Group (AMG) reported stronger Q3 results, with consolidated revenue of $528.0 million versus $516.4 million a year ago and diluted EPS of $6.87 versus $3.78. Net income attributable to controlling interest rose to $212.4 million from $123.6 million, aided by $127.6 million of affiliate transaction gains tied to the Peppertree sale.
Year to date, consolidated revenue was $1,517.8 million, while intangible amortization and impairments totaled $96.0 million. Cash and cash equivalents were $476.1 million at September 30, 2025, down from $950.0 million at year‑end, reflecting $538.0 million invested in Affiliates and share repurchases of $352.1 million in 2025. Debt decreased to $2,371.6 million from $2,620.2 million as the $350.0 million 3.50% senior notes were repaid; the revolver had $100.0 million outstanding.
AMG completed or agreed to several portfolio actions, including the Peppertree sale (after‑tax net proceeds $218.1 million), a partial sale of Comvest for approximately $285 million, and minority investments in NorthBridge, Verition, and Montefiore. Shares outstanding were 28,128,908 as of November 4, 2025.
Affiliated Managers Group (AMG) reported stronger Q3 results, with consolidated revenue of $528.0 million versus $516.4 million a year ago and diluted EPS of $6.87 versus $3.78. Net income attributable to controlling interest rose to $212.4 million from $123.6 million, aided by $127.6 million of affiliate transaction gains tied to the Peppertree sale.
Year to date, consolidated revenue was $1,517.8 million, while intangible amortization and impairments totaled $96.0 million. Cash and cash equivalents were $476.1 million at September 30, 2025, down from $950.0 million at year‑end, reflecting $538.0 million invested in Affiliates and share repurchases of $352.1 million in 2025. Debt decreased to $2,371.6 million from $2,620.2 million as the $350.0 million 3.50% senior notes were repaid; the revolver had $100.0 million outstanding.
AMG completed or agreed to several portfolio actions, including the Peppertree sale (after‑tax net proceeds $218.1 million), a partial sale of Comvest for approximately $285 million, and minority investments in NorthBridge, Verition, and Montefiore. Shares outstanding were 28,128,908 as of November 4, 2025.
Affiliated Managers Group (AMG) disclosed an insider equity award under Form 4. A director received 199 restricted stock units on November 3, 2025. Each unit represents one share of common stock upon vesting, which occurs in full on March 5, 2027. The award is shown with a $0 exercise price and is held directly by the reporting person.
Affiliated Managers Group (AMG) disclosed an insider equity award under Form 4. A director received 199 restricted stock units on November 3, 2025. Each unit represents one share of common stock upon vesting, which occurs in full on March 5, 2027. The award is shown with a $0 exercise price and is held directly by the reporting person.
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.
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.
Affiliated Managers Group, Inc. (AMG) received an Amendment No. 1 to Schedule 13G reporting passive beneficial ownership by several Millennium-related filers and Integrated Core Strategies (US) LLC. As of 09/30/2025, Millennium Management LLC, Millennium Group Management LLC, and Israel A. Englander each reported 1,017,113 shares, representing 3.6% of AMG’s common stock, with shared voting and dispositive power. Integrated Core Strategies (US) LLC reported 974,596 shares, or 3.4%, also with shared voting and dispositive power.
The filers certified the holdings were not acquired and are not held for the purpose of changing or influencing control.
Affiliated Managers Group, Inc. (AMG) received an Amendment No. 1 to Schedule 13G reporting passive beneficial ownership by several Millennium-related filers and Integrated Core Strategies (US) LLC. As of 09/30/2025, Millennium Management LLC, Millennium Group Management LLC, and Israel A. Englander each reported 1,017,113 shares, representing 3.6% of AMG’s common stock, with shared voting and dispositive power. Integrated Core Strategies (US) LLC reported 974,596 shares, or 3.4%, also with shared voting and dispositive power.
The filers certified the holdings were not acquired and are not held for the purpose of changing or influencing control.
The Vanguard Group filed an amended Schedule 13G reporting passive ownership in Affiliated Managers Group (AMG). Vanguard beneficially owns 2,771,811 shares of AMG common stock, representing 9.75% of the class as of 09/30/2025.
The filing lists 0 shares with sole voting power and 174,684 with shared voting power. Vanguard reports 2,560,709 shares with sole dispositive power and 211,102 with shared dispositive power. Vanguard states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control. Clients of The Vanguard Group have rights to dividends or sale proceeds related to the reported securities, and no single client interest exceeds 5%.
The Vanguard Group filed an amended Schedule 13G reporting passive ownership in Affiliated Managers Group (AMG). Vanguard beneficially owns 2,771,811 shares of AMG common stock, representing 9.75% of the class as of 09/30/2025.
The filing lists 0 shares with sole voting power and 174,684 with shared voting power. Vanguard reports 2,560,709 shares with sole dispositive power and 211,102 with shared dispositive power. Vanguard states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control. Clients of The Vanguard Group have rights to dividends or sale proceeds related to the reported securities, and no single client interest exceeds 5%.