Examining the Valuation of Affiliated Managers Group (AMG) Following Recent Share Price Surge
AMG's Performance: Affiliated Managers Group (AMG) has achieved a year-to-date return of 37%, with a recent 1-day share price increase of 1.56%, indicating strong momentum and appeal for long-term investors.
Valuation Insights: AMG's last closing price of $256.87 is below the calculated fair value of $308, suggesting it may be undervalued, especially with record inflows and significant growth in alternative assets.
Growth Potential: The company reported a 20% increase in alternative assets under management (AUM) over six months and its strongest organic growth quarter in 12 years, positioning it well to meet global demand for yield and diversification.
Investment Considerations: While AMG shows promising growth, potential revenue volatility exists if key affiliates underperform or if fee rates in alternatives decline, highlighting the importance of assessing risks alongside growth opportunities.
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AMG Scheduled to Report Q4 and Full Year Results on February 12, 2026
- Earnings Report Schedule: AMG is set to release its financial and operating results for Q4 and the full year ended December 31, 2025, on February 12, 2026, reflecting the company's commitment to transparency and investor communication.
- Conference Call Timing: The call will take place at 8:30 a.m. Eastern Time on the same day, hosted by CEO Jay C. Horgen and other executives, with expectations of discussing management's outlook on future financial and operational results, which could influence investor confidence.
- Participation Details: Investors can join the call by dialing 1-877-407-8291 (U.S.) or 1-201-689-8345 (non-U.S.), ensuring broad investor participation and effective information dissemination.
- Replay Information: A replay will be available approximately one hour after the call concludes, accessible by dialing 1-877-660-6853 (U.S.) or 1-201-612-7415 (non-U.S.) and providing conference ID 13757877, enhancing information accessibility.
2026 Stock Market and Economic Forecast from Barron’s Roundtable Experts
Market Concerns: Investors are increasingly worried about high valuations, index concentration, circular finance, persistent inflation, and rising government debt.
Geopolitical Developments: A significant geopolitical event occurred on January 3, with the capture of Venezuelan President Nicolás Maduro and his wife by U.S. troops, adding to market uncertainties.
AMG Critical Materials Achieves 11% ROCE, Indicating Growth Potential
- Rising ROCE: AMG Critical Materials has achieved an 11% return on capital employed (ROCE), indicating improved profitability in capital utilization, which, while comparable to the 10% average in the metals and mining sector, reflects a positive trend in earnings.
- Expanding Capital Base: Over the past five years, the company's capital employed has increased by 51%, suggesting that AMG Critical Materials is not only enhancing profitability but also expanding its capital base, laying the groundwork for future growth.
- Positive Investment Return Trends: Although shareholder returns have only reached 23% over the last five years, the upward trend in ROCE highlights the company's potential as a compounding growth machine, capturing investor interest.
- Exploring Future Opportunities: With the positive trends in ROCE and capital base, investors may find that AMG Critical Materials' stock presents a good investment opportunity if valuation and other metrics align, warranting further exploration.
AMG Lithium Secures €36M Funding for Europe's First Industrial-Scale Battery-Grade Lithium Hydroxide Facility
- Project Advancement: AMG Lithium has entered the qualification phase for its lithium hydroxide refinery in Bitterfeld, Germany, which is set to become Europe's first industrial-scale battery-grade lithium hydroxide production facility by mid-2026, marking a strategic milestone in the company's positioning within the lithium battery market.
- Funding Support: The €36 million funding awarded by the German Federal Ministry for Economic Affairs and Energy not only strengthens AMG's position in the lithium supply chain but also promotes the development of a sustainable circular economy, aligning with the European Critical Raw Materials Act.
- Capacity Planning: The new facility is expected to produce 20,000 tons of lithium hydroxide annually, sufficient to supply batteries for approximately 500,000 electric vehicles, significantly enhancing AMG's supply capabilities in the electric vehicle market while preparing for future demand growth.
- Strategic Implications: This project not only secures the supply of lithium raw materials for Germany and Europe but also enhances AMG's competitiveness in the global lithium market by establishing a backward integrated lithium value chain, thereby contributing to the advancement of a low-carbon economy.
AMG CEO Jay C. Horgen to Speak at Goldman Sachs Conference with $804 Billion AUM
- Executive Speaking Engagement: AMG CEO Jay C. Horgen is scheduled to speak at the Goldman Sachs Financial Services Conference on December 9, 2025, at 4:20 p.m. ET, which is expected to enhance investor interest by sharing insights on company strategy and market trends.
- Assets Under Management: As of September 30, 2025, AMG's total assets under management reached approximately $804 billion, encompassing a diverse range of private markets, liquid alternatives, and differentiated long-only investment strategies, underscoring the company's robust position in the industry.
- Investment Strategy: AMG focuses on generating long-term value by partnering with leading independent investment management firms, strategically allocating resources to areas with the highest growth and return potential, thereby strengthening its competitive edge in the market.
- Live Webcast: The conference will feature a live audio webcast accessible through AMG's website, with a replay available shortly after the event, enhancing communication and interaction between the company and its investors.
Examining the Valuation of Affiliated Managers Group (AMG) Following Recent Share Price Surge
AMG's Performance: Affiliated Managers Group (AMG) has achieved a year-to-date return of 37%, with a recent 1-day share price increase of 1.56%, indicating strong momentum and appeal for long-term investors.
Valuation Insights: AMG's last closing price of $256.87 is below the calculated fair value of $308, suggesting it may be undervalued, especially with record inflows and significant growth in alternative assets.
Growth Potential: The company reported a 20% increase in alternative assets under management (AUM) over six months and its strongest organic growth quarter in 12 years, positioning it well to meet global demand for yield and diversification.
Investment Considerations: While AMG shows promising growth, potential revenue volatility exists if key affiliates underperform or if fee rates in alternatives decline, highlighting the importance of assessing risks alongside growth opportunities.
AMG Scheduled to Report Q4 and Full Year Results on February 12, 2026
- Earnings Report Schedule: AMG is set to release its financial and operating results for Q4 and the full year ended December 31, 2025, on February 12, 2026, reflecting the company's commitment to transparency and investor communication.
- Conference Call Timing: The call will take place at 8:30 a.m. Eastern Time on the same day, hosted by CEO Jay C. Horgen and other executives, with expectations of discussing management's outlook on future financial and operational results, which could influence investor confidence.
- Participation Details: Investors can join the call by dialing 1-877-407-8291 (U.S.) or 1-201-689-8345 (non-U.S.), ensuring broad investor participation and effective information dissemination.
- Replay Information: A replay will be available approximately one hour after the call concludes, accessible by dialing 1-877-660-6853 (U.S.) or 1-201-612-7415 (non-U.S.) and providing conference ID 13757877, enhancing information accessibility.
2026 Stock Market and Economic Forecast from Barron’s Roundtable Experts
Market Concerns: Investors are increasingly worried about high valuations, index concentration, circular finance, persistent inflation, and rising government debt.
Geopolitical Developments: A significant geopolitical event occurred on January 3, with the capture of Venezuelan President Nicolás Maduro and his wife by U.S. troops, adding to market uncertainties.
AMG Critical Materials Achieves 11% ROCE, Indicating Growth Potential
- Rising ROCE: AMG Critical Materials has achieved an 11% return on capital employed (ROCE), indicating improved profitability in capital utilization, which, while comparable to the 10% average in the metals and mining sector, reflects a positive trend in earnings.
- Expanding Capital Base: Over the past five years, the company's capital employed has increased by 51%, suggesting that AMG Critical Materials is not only enhancing profitability but also expanding its capital base, laying the groundwork for future growth.
- Positive Investment Return Trends: Although shareholder returns have only reached 23% over the last five years, the upward trend in ROCE highlights the company's potential as a compounding growth machine, capturing investor interest.
- Exploring Future Opportunities: With the positive trends in ROCE and capital base, investors may find that AMG Critical Materials' stock presents a good investment opportunity if valuation and other metrics align, warranting further exploration.
AMG Lithium Secures €36M Funding for Europe's First Industrial-Scale Battery-Grade Lithium Hydroxide Facility
- Project Advancement: AMG Lithium has entered the qualification phase for its lithium hydroxide refinery in Bitterfeld, Germany, which is set to become Europe's first industrial-scale battery-grade lithium hydroxide production facility by mid-2026, marking a strategic milestone in the company's positioning within the lithium battery market.
- Funding Support: The €36 million funding awarded by the German Federal Ministry for Economic Affairs and Energy not only strengthens AMG's position in the lithium supply chain but also promotes the development of a sustainable circular economy, aligning with the European Critical Raw Materials Act.
- Capacity Planning: The new facility is expected to produce 20,000 tons of lithium hydroxide annually, sufficient to supply batteries for approximately 500,000 electric vehicles, significantly enhancing AMG's supply capabilities in the electric vehicle market while preparing for future demand growth.
- Strategic Implications: This project not only secures the supply of lithium raw materials for Germany and Europe but also enhances AMG's competitiveness in the global lithium market by establishing a backward integrated lithium value chain, thereby contributing to the advancement of a low-carbon economy.
AMG CEO Jay C. Horgen to Speak at Goldman Sachs Conference with $804 Billion AUM
- Executive Speaking Engagement: AMG CEO Jay C. Horgen is scheduled to speak at the Goldman Sachs Financial Services Conference on December 9, 2025, at 4:20 p.m. ET, which is expected to enhance investor interest by sharing insights on company strategy and market trends.
- Assets Under Management: As of September 30, 2025, AMG's total assets under management reached approximately $804 billion, encompassing a diverse range of private markets, liquid alternatives, and differentiated long-only investment strategies, underscoring the company's robust position in the industry.
- Investment Strategy: AMG focuses on generating long-term value by partnering with leading independent investment management firms, strategically allocating resources to areas with the highest growth and return potential, thereby strengthening its competitive edge in the market.
- Live Webcast: The conference will feature a live audio webcast accessible through AMG's website, with a replay available shortly after the event, enhancing communication and interaction between the company and its investors.
Examining the Valuation of Affiliated Managers Group (AMG) Following Recent Share Price Surge
AMG's Performance: Affiliated Managers Group (AMG) has achieved a year-to-date return of 37%, with a recent 1-day share price increase of 1.56%, indicating strong momentum and appeal for long-term investors.
Valuation Insights: AMG's last closing price of $256.87 is below the calculated fair value of $308, suggesting it may be undervalued, especially with record inflows and significant growth in alternative assets.
Growth Potential: The company reported a 20% increase in alternative assets under management (AUM) over six months and its strongest organic growth quarter in 12 years, positioning it well to meet global demand for yield and diversification.
Investment Considerations: While AMG shows promising growth, potential revenue volatility exists if key affiliates underperform or if fee rates in alternatives decline, highlighting the importance of assessing risks alongside growth opportunities.
