NAS10029,813+0.55%S&P7,744+0.28%GOLD$4,041−0.27%BTC$80,068−1.48%VIX17.02+0.65%latest tape · as of 10:09 UTC
The Screen · Financials · Asset Management
Affiliated Managers Group, Inc.
AMG · the NYSE · USD · Market cap $10.0B · 5,600 employees
Affiliated Managers Group, Inc., through its affiliates, operates as an investment management company providing investment management services to mutual funds, institutional clients,retails and high net worth individuals…
FAIL · Does not pass the screen
393.24 USD
Price as of 28 Oct 2026Daily close, not a live quote
Screened 2026-10-28 · the tape above runs as of 10:09 UTC · two dates, stated on purpose · verdict and workings shown in full · never trimmed
Key facts today
Price393.24 USD at the 28 Oct 2026 close
Ethical screenDoes not pass
OptionsOpen interest leans heavily to calls (put/call 0.53)
Last reviewed28 Oct 2026 (1 days ago)
A summary of the dated readings below, not a live quote and not advice.
PRICE · FAIR-VALUE RANGE1M3M6MYTD1Y3Y5Y
What this means: price 393.24 against the desk's fair-value range, base estimate 523.00, over the last year.
Positioning no disclosures inside 60 days, left as found
Options put/call open interest 0.53, read 2026-10-24
Ethical does not pass the values gate
Price393.24 USD
Fair value523.00
Ethical score30.0/100
Our investment reviews on this name
2026-10-02Read Accumulation370.61+6.1% to today ✓Markdown gives way to Accumulation first Accumulation read since July
2026-09-21Read Markdown354.53+10.9% to today Markup gives way to Markdown with volume flow in agreement
2026-08-21Read Markup372.18+5.7% to today ✓Accumulation gives way to Markup
2026-07-02Read Accumulation354.62+10.9% to today ✓First review on file: Accumulation
Our analytic regime reads on this name, dated and marked against the screened price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
Affiliated Managers Group, Inc. holds its Accumulation at $393.24. The statistical read favours the sellers, held for 48 days.
As held on the ledger · 2026-10-28
Phase
Accumulation
Quantitative state
The statistical read favours the sellers, held for 48 days
Price at the screen
$393.24
Valuation
13.49 trailing · 8.98 forward price to earnings
Values screen
FAIL· score 30.0
Beta
1.07
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.
The Ethical Read
Why It Falls Short, in Plain English
Affiliated Managers Group, does not clear the screen at the business-activity stage. It operates in conventional financial services, which the screen treats as interest-based, so the financial ratios are not the deciding factor here.
Read as at 2026-10-28. It updates when the underlying figures move, and past reads are kept below.
Follow this verdict
Get an email when AMG's ethical verdict changes
Today AMG does not pass the screen. If new figures move it to a pass, we send you one short email with the before and after. Verdicts change rarely, so you may not hear from us for a long time.
Free, no account needed. Every email has a link to stop.
Fair value range in USD, drawn from the 2026-10-28 screen. The gold marker is the market price at the same screen. A 33.0% margin of safety to the base estimate.
Third-party analyst targets: 7 covering, consensus Strong Buy. The average target sits +8% from the screen price.
Reading the gap · Both our model and the analysts see meaningful upside from here.
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 2026-10-28 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 manager trips the ethical screen
Picture a wealthy client wiring cash to a US fund platform. The money moves through layers of managers and custodians that sit squarely inside financial services. Affiliated Managers Group runs that exact model, and our screen rejects the whole sector on principle.
The numbers still catch the eye. Forward earnings sit at 9.1 times, revenue is rising 10 percent, margins reach 36 percent and return on equity hits 22 percent. Fair value sits well above the current price. None of that matters once the ethical line is crossed.
Currency moves, fee pressure and market swings add ordinary sector risk, yet the binding constraint remains the screen itself. We pass.
The risks · The main risks here are ordinary market swings and the chance our fair-value read proves too optimistic.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
AMG 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
2026-10-29Accumulation$393.24+2.1%Entry 14
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 2.1% 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 B, carrying a low risk profile. Technically it is holding around 20% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 85%. Our forward projection puts the odds of a 10% gain over the next month near 28%. The street (7 analysts) rates it strong buy, with a mean price target of $381. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-28Accumulation$385.10+0.0%Entry 13
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. 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 B, carrying a low risk profile. Technically it is holding around 20% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 85%. Our forward projection puts the odds of a 10% gain over the next month near 28%. The street (7 analysts) rates it strong buy, with a mean price target of $381. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-27Accumulation$385.10+0.0%Entry 12
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. 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 B, carrying a low risk profile. Technically it is holding around 20% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 85%. Our forward projection puts the odds of a 10% gain over the next month near 28%. The street (7 analysts) rates it strong buy, with a mean price target of $381. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-26Accumulation$385.10+0.5%Entry 11
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 0.5% 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 B, carrying a low risk profile. Technically it is holding around 20% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 85%. Our forward projection puts the odds of a 10% gain over the next month near 28%. The street (7 analysts) rates it strong buy, with a mean price target of $381. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-19Accumulation$383.04-1.1%Entry 10
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 1.1% 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 B, carrying a low risk profile. Technically it is holding around 21% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 85%. Our forward projection puts the odds of a 10% gain over the next month near 28%. The street (7 analysts) rates it strong buy, with a mean price target of $381.
2026-10-12Accumulation$387.26+4.5%Entry 9
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 4.5% 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 B, carrying a low risk profile. Technically it is holding around 11% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 85%. Our forward projection puts the odds of a 10% gain over the next month near 28%. The street (7 analysts) rates it strong buy, with a mean price target of $381.
The framework has shifted from markdown to accumulation since the last review. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 4.5% 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 C, carrying a low risk profile. Technically it is holding around 11% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 85%. Our forward projection puts the odds of a 10% gain over the next month near 28%. The street (7 analysts) rates it strong buy, with a mean price target of $381.
2026-09-21Markdown · changed$354.53-4.7%Entry 7
The framework has shifted from markup to markdown since the last review. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 4.7% 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 C, carrying a low risk profile. Technically it is holding around 11% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 85%. Our forward projection puts the odds of a 10% gain over the next month near 28%. The street (7 analysts) rates it strong buy, with a mean price target of $381.
2026-08-21Markup · changed$372.18+0.6%Entry 6
The framework has shifted from accumulation to markup since the last review. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 0.6% 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 C, carrying a low risk profile. Technically it is holding around 11% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 85%. Our forward projection puts the odds of a 10% gain over the next month near 28%. The street (7 analysts) rates it strong buy, with a mean price target of $381.
2026-07-21Accumulation$369.83+4.3%Entry 5
Our analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 4.3% 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 B, carrying a low risk profile. Technically it is holding around 11% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 85%. Our forward projection puts the odds of a 10% gain over the next month near 28%. The street (7 analysts) rates it strong buy, with a mean price target of $381.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
