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Artisan Partners Asset Management Inc. APAM Transfer from trading securities to investment securities

Transfer from trading securities to investment securities at other companies

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Other financials

Income statement

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Revenue$303.0M+9.3%
Operating income$94.2M+8.9%
Net income$58.0M-5.1%
EPS (diluted)$0.76-7.3%

Balance sheet

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Cash & equivalents$300.4M+16.0%
Total debt$309.4M+3.5%
Total equity$389.0M+9.1%
Total assets$1.4B+5.2%

Cash flow

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Operating cash flow$181.8M+15.1%
CapEx$518.0K+151%
Free cash flow$181.2M+14.9%

Valuation

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Market cap$2.52B-6.2%
Enterprise value$2.52B-7.3%
P/E8.8×-1.5×
P/S2.1×-0.3×

Profitability

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Operating margin33.3%-0.1pp
Net margin23.5%+0.2pp
FCF margin24.7%-6.8pp

Returns & leverage

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Return on equity77%-0.2pp
Debt / equity0.8×0.0×

Where this comes from

Reported directly by Artisan Partners Asset Management Inc. in its filing.

Tagged under the XBRL concept us-gaap:TransferToInvestments.

The official record: Artisan Partners Asset Management Inc.’s 10-Q, filed May 4, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Artisan Partners Asset Management Inc.'s transfer from trading securities to investment securities?
Artisan Partners Asset Management Inc. (APAM) reported transfer from trading securities to investment securities of $55.26M in Q1 2026.
How has Artisan Partners Asset Management Inc.'s transfer from trading securities to investment securities changed year-over-year?
Artisan Partners Asset Management Inc.'s transfer from trading securities to investment securities increased by 85.7% year-over-year, from $29.76M to $55.26M.
What does transfer from trading securities to investment securities mean?
Represents the movement of assets into investment portfolios or the reclassification of existing assets as investment holdings. This metric tracks how the firm allocates its capital resources into financial instruments or strategic investment vehicles. It provides insight into the firm's capital allocation strategy and its commitment to managing proprietary investment positions.