AMG · the NYSE · USD · Market cap $9.2B · 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
354.53 USD
At the last full screen 2026-09-10
Screened 2026-09-10 · 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 markdown label.
Affiliated Managers Group, Inc. holds its Markdown at $354.53. Consolidating, no directional conviction, held for 17 days.
As held on the ledger · 2026-09-10
Phase
Markdown · caution
Quantitative state
Consolidating, no directional conviction, held for 17 days
Price at the screen
$354.53
Valuation
12.44 trailing · 8.29 forward price to earnings
Values screen
FAIL· score 30.0
Beta
1.10
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 2026-09-10 screen. The gold marker is the market price at the same screen. A 44.4% margin of safety to the base estimate.
Third-party analyst targets: 7 covering, consensus Strong Buy. The average target sits +23% 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 2026-09-10 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
2026-08-21Markup · 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
The framework 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.
2026-07-18Accumulation$354.62+0.0%Entry 4
The framework 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 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.
2026-07-17Accumulation$354.62+0.0%Entry 3
The framework 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 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.
2026-07-03Accumulation$354.62+0.0%Entry 2
The framework 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.
2026-07-02Accumulation$354.62Entry 1
The framework reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. 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.
