AAMI · the NYSE · USD · Market cap $3.3B · 396 employees
Acadian Asset Management Inc.
FAIL · Does not pass the screen
93.58 USD
At the last full screen 2026-09-04
Screened 2026-09-04 · the tape above runs as of 22:12 UTC · 11 Sep · two dates, stated on purpose · verdict and workings shown in full · never trimmed
The Label · The Season, Not the Day
This name holds its accumulation label.
Acadian Asset Management Inc. holds its Accumulation at $93.58. The statistical read favours the sellers, held for 16 days.
As held on the ledger · 2026-09-04
Phase
Accumulation
Quantitative state
The statistical read favours the sellers, held for 16 days
Price at the screen
$93.58
Valuation
33.07 trailing · 14.37 forward price to earnings
Values screen
FAIL· score 30.0
Beta
1.31
The Workings
Five Screens, Shown in Full
Does not pass. Prohibited keyword in sector/industry: financial services
Test
Figure
Limit
What it means
Status
Business activity
Excluded
Core business clean
Prohibited keyword in sector/industry: financial services
Fail
Debt load
Excluded
Below 33%
Interest-bearing debt is of its assets, above the one-third ceiling the screen allows.
Fail
Interest-bearing cash
Excluded
Below 33%
Interest-bearing cash and securities are of assets, above the one-third limit.
Fail
Receivables
Excluded
Below 49%
Money owed to the company is of assets, above the 49% limit.
Fail
Revenue purity
Excluded
Below 5%
of revenue comes from non-compliant sources, over the 5% line.
Fail
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
Fair value range in USD, drawn from the 2026-09-04 screen. The gold marker is the market price at the same screen. The price runs 4.5% above the base estimate.
Third-party analyst targets: 3 covering, consensus None. The average target sits −13% from the screen price.
Reading the gap · Both our model and the Street see limited upside at this price.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-09-04 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Asset managers hit an ethical wall here
Every month, pay cheques and retirement contributions get funnelled through asset managers that sit at the centre of the financial system. Acadian Asset Management shows strong surface numbers, with revenue up 39 percent, a 14 percent profit margin and a striking 112 percent ROE, yet the business lands on the wrong side of our ethical screen because it operates in financial services.
We pass for that reason alone. The shares trade at a forward multiple of 13.1 times with a 2 percent margin of safety to our fair value, while three analysts carry a hold rating and an $78 median target. High returns on equity look attractive until you weigh the sector restriction that blocks any further consideration.
The real exposure sits in fee pressure and market swings that can shrink assets under management quickly. A low multiple on peak earnings has trapped investors in this industry before. Analysis, not advice.
The risks · The things to watch: it already moves more than the market on an average day; it carries a real debt load, which raises the stakes if revenue slips.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
AAMI trades on the NYSE. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-08-20Markup$91.83+10.9%Entry 6
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 10.9% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it A, carrying a low risk profile. Technically it is holding around 38% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 143%. Our forward projection puts the odds of a 10% gain over the next month near 40%. The street (3 analysts) rates it hold, with a mean price target of $65.
2026-07-20Markup$82.79+5.4%Entry 5
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 5.4% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it A, carrying a low risk profile. Technically it is holding around 38% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 143%. Our forward projection puts the odds of a 10% gain over the next month near 40%. The street (3 analysts) rates it hold, with a mean price target of $65.
2026-07-18Markup$78.54+0.0%Entry 4
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it A, carrying a low risk profile. Technically it is holding around 38% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 143%. Our forward projection puts the odds of a 10% gain over the next month near 40%. The street (3 analysts) rates it hold, with a mean price target of $65.
2026-07-16Markup$78.54+0.0%Entry 3
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it A, carrying a low risk profile. Technically it is holding around 38% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 143%. Our forward projection puts the odds of a 10% gain over the next month near 40%. The street (3 analysts) rates it hold, with a mean price target of $65.
2026-07-03Markup$78.54+0.0%Entry 2
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns.
2026-07-02Markup$78.54Entry 1
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
