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Affiliated Managers Group AMG Equity Method Investments

Equity Method Investments at other companies

Jefferies Financial Group logo
Jefferies Financial GroupJEF
$21.9M0.0%
Invesco logo
InvescoIVZ

Other financials

Income statement

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Revenue$544.9M+9.7%
Net income$110.4M+52.5%
EPS (diluted)$3.84+74.5%

Balance sheet

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Cash & equivalents$376.1M-53.9%
Total debt$2.9B+11.4%
Total equity$3.1B-3.1%
Total assets$9.4B+7.8%

Cash flow

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Operating cash flow$299.3M+43.3%
CapEx$3.8M+138%
Free cash flow$295.5M+42.5%

Valuation

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Market cap$9.32B+50.2%
Enterprise value$11.86B+47.7%
P/E12.4×-1.9×
P/S4.4×+1.3×

Profitability

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Operating margin48.1%
Net margin35.6%+14.2pp
FCF margin49.7%+4.2pp

Returns & leverage

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Return on equity24%+11.2pp
Debt / equity0.9×+0.1×

Where this comes from

Reported directly by Affiliated Managers Group in its filing.

Tagged under the XBRL concept us-gaap:InvestmentsInAffiliatesSubsidiariesAssociatesAndJointVentures.

The official record: Affiliated Managers Group’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Affiliated Managers Group's equity method investments?
Affiliated Managers Group (AMG) reported equity method investments of $2.97B in Q1 2026.
How has Affiliated Managers Group's equity method investments changed year-over-year?
Affiliated Managers Group's equity method investments increased by 37.3% year-over-year, from $2.16B to $2.97B.
What is the long-term trend for Affiliated Managers Group's equity method investments?
Over 5 years (2020 to 2025), Affiliated Managers Group's equity method investments has grown at a 190.8% compound annual growth rate (CAGR), from $13.8M to $2.87B.
What does equity method investments mean?
The value of investments in other companies where the firm has significant influence but not full control.
How do you interpret equity method investments?
An increase indicates strategic expansion into new partnerships, while a decrease suggests divestment or losses recognized from those entities.
How does equity method investments compare across companies?
Common among holding companies and asset managers that maintain minority stakes in various investment boutiques.