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Affiliated Managers Group AMG Investment And Other Income Loss

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Other financials

Income statement

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Revenue$640.7M+29.9%
Net income$185.9M+121%
EPS (diluted)$6.95+148%

Balance sheet

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Cash & equivalents$411.0M+13.9%
Total debt$3.0B+14.6%
Total equity$3.0B-6.2%
Total assets$9.4B+6.8%

Cash flow

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Operating cash flow$239.0M+3.6%
CapEx$3.8M+138%
Free cash flow$239.0M+4.2%

Valuation

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Market cap$9.6B+57.8%
Enterprise value$12.19B+46.2%
P/E11.2×-2.5×
P/S4.2×+1.2×

Profitability

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Operating margin48.1%
Net margin37.7%+15.9pp
FCF margin46.9%+2.0pp

Returns & leverage

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Return on equity27.3%+13.8pp
Debt / equity+0.2×

Where this comes from

Reported directly by Affiliated Managers Group in its filing.

Tagged under the XBRL concept amg:InvestmentAndOtherIncomeLoss.

The source filing: Affiliated Managers Group’s 10-Q, filed August 7, 2026.

Filed
Aug 7, 2026, 5:28 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001628280-26-054930
Line itemFor the Three Months Ended June 30, 2025For the Three Months Ended June 30, 2026For the Six Months Ended June 30, 2025For the Six Months Ended June 30, 2026
Total consolidated expenses412.7486.7869.6992.6
Equity method income (net)65.6124.9140.9272.2
Affiliate transaction gains (Note 8)14.614.6
Investment and other income25.513.937.120.4
Income before income taxes171.6307.4298.2500.2
Income tax expense35.770.063.1116.5
Net income135.9237.4235.1383.7
Net income (non-controlling interests)(51.6)(51.5)(78.5)(87.4)

Item 1. Financial Statements (unaudited)

FAQ

What is Affiliated Managers Group's investment and other income loss?
Affiliated Managers Group (AMG) reported investment and other income loss of $13.9M in Q2 2026.
How has Affiliated Managers Group's investment and other income loss changed year-over-year?
Affiliated Managers Group's investment and other income loss decreased by 45.5% year-over-year, from $25.5M to $13.9M.
What is the long-term trend for Affiliated Managers Group's investment and other income loss?
Over 4 years (2021 to 2025), Affiliated Managers Group's investment and other income loss has grown at a -8.3% compound annual growth rate (CAGR), from $117.4M to $83.1M.
What does investment and other income loss mean?
Investment And Other Income Loss as reported by Affiliated Managers Group.

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