MGR NYSE Week ended 07 Aug 2026

Weekly Investor Report

Affiliated Managers Group, Inc. · Financials · Investment Banking & Investment Services

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Latest close 20.09 USD
-0.4% latest week
Weekly setup

Weak trend

The weekly trend is not active. Price is -0.8% below the Trend Line and sits at 28.1% of its 52-week range. The latest completed week returned -0.4%, after a -0.2% four-week move. The latest factor snapshot indicates quality ranks strongly versus its universe; growth ranks strongly; valuation is inexpensive relative to peers. The latest news-sentiment score is 56/100. Near-term considerations: volume confirmation is below normal.

Setup score 44 out of 100
Latest Close 20.09 USD 7 Aug 2026
1W Return -0.4% latest completed week
4W Return -0.2% short-term follow-through
12W Return -0.2% quarterly tape
Trend Breadth 50.0% 26 of 52 weeks active
Volume Ratio 0.5x vs 13-week average
What is working
  • Activity pressure is positive on the latest completed week.
  • Next-week expectancy is positive at 60.23% based on similar historical setup states.
What could go wrong
  • The trend backdrop is inactive, so price action has not confirmed a constructive regime.
  • Price is below the Trend Line, which keeps downside pressure in focus.
  • Price is below Fair Value, so the market is still discounting the latest tape.
  • Activity pressure is weak, so confirmation is not yet broad enough.
What to watch next
  • Trend Line remains the key weekly regime level.
  • Activity pressure is the gauge to monitor for confirmation or fade.
  • A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through -0.4% Latest completed week; four-week move -0.2%. Indicator stack 28/62 Trend and activity pressure are weighted against the latest 12-week confirmation window. Trend backdrop Active The trend backdrop defines the current weekly regime. Patient Capital Quiet Activity-pressure buy-signal status for institutional accumulation timing. Next-Week Expectancy Positive 60.23% Historical one-week expectancy contributes to the evidence score when direction is confirmed. News sentiment 56/100 48 relevant articles in the latest sentiment read.
01 · Price action

Where price is—and whether the trend supports it

The weekly trend is not active. Price is -0.8% below the Trend Line and sits at 28.1% of its 52-week range. The latest completed week returned -0.4%, after a -0.2% four-week move.

Study the full chart

52-week price path

Price vs Trend Line and Fair Value
Price Trend Line Fair Value
02 · Volume and demand

Is real participation confirming the move?

Latest weekly volume is 0.5x the 13-week average. Participation is below its recent norm, so price strength is not receiving full volume confirmation.

26-week volume confirmation

Bar height shows volume; colour shows the weekly price direction
13 Feb 20 Feb 27 Feb 6 Mar 13 Mar 20 Mar 27 Mar 3 Apr 10 Apr 17 Apr 24 Apr 1 May 8 May 15 May 22 May 29 May 5 Jun 12 Jun 19 Jun 26 Jun 3 Jul 10 Jul 17 Jul 24 Jul 31 Jul 7 Aug
Up week Down week
Demand beneath price

Activity pressure and institutional-style signals

These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.

Activity pressure path

Latest 0.2212-week average 0.11

12-week confirmation

Trend active0/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure6/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership0/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.22Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers0No reversal markers

No recent accumulation markers. No reversal markers.

03 · Momentum and leadership

Is performance persistent—and is the stock leading?

Performance is -0.2% over four weeks, -0.2% over 12 weeks, and 0.5% over one year. The current trend has remained active for 0 consecutive weeks.

Performance by holding period

1W-0.4%
4W-0.2%
12W-0.2%
26W-4.6%
52W0.5%
Active trend streak0 weeks
Active weeks in one year26
Trend breadth50.0%

Activity pressure vs relative leadership

Activity pressureRelative leadership
Pressure0.61Latest activity-pressure read.
Pressure change13.8%Four-week change in activity pressure.
Leadership-12.96Latest relative-leadership reading.
RS change-9.5%Four-week change in relative leadership.
04 · Fundamentals and valuation

What investors are paying for—and the quality behind it

The latest factor snapshot indicates quality ranks strongly versus its universe; growth ranks strongly; valuation is inexpensive relative to peers.

Open full factor analysis
Factor week 09 Aug 2026 Financial statements through 31 Mar 2026 Field coverage 97% Model confidence 91%

Relative factor standing

Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.

Overall factor strength86/100Blend of value, momentum, and quality. Underlying universe rank 15; rank 1 is best.
Value83/100Relative valuation strength. Underlying universe rank 18; rank 1 is best.
Quality93/100Profitability and accounting quality. Underlying universe rank 8; rank 1 is best.
Momentum28/100Medium-term price momentum. Underlying universe rank 73; rank 1 is best.
Growth99/100Revenue and earnings growth. Underlying universe rank 2; rank 1 is best.
How to read this

Quality and valuation are separate questions

A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.

Valuation

How much investors are paying for earnings, sales, and cash flow.

P/E
10.1x
Price divided by trailing earnings.
Price / sales
2.9x
Market value relative to trailing revenue.
EV / EBITDA
8.6x
Enterprise value relative to operating cash earnings.
Free-cash-flow yield
10.7%
Free cash flow as a share of enterprise value.

Business quality

Margins and the return generated on invested capital.

Gross margin
64.7%
Gross profit retained from each unit of revenue.
Operating margin
34.1%
Operating profit retained from revenue.
Free-cash-flow margin
41.6%
Free cash flow generated from revenue.
Return on invested capital
11.8%
Operating return generated on invested capital.

Growth and financial strength

Recent business growth and accounting strength.

Revenue growth
30.2%
Latest one-year revenue growth.
EPS growth
73.9%
Latest one-year earnings-per-share growth.
Free-cash-flow growth
14.8%
Latest one-year free-cash-flow growth.
Piotroski F-score
7/9
Nine-point accounting-strength checklist.

Shareholder return and balance sheet

Cash returned to owners and financial leverage.

Dividend yield
7.3%
Cash dividends relative to market value.
Buyback yield
0.0%
Net share repurchases relative to market value.
Shareholder yield
7.3%
Dividend yield plus net buyback yield.
Net debt / EBITDA
2.3x
Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment

What other market participants are doing

Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.

Insider activity12 / 7

12 acquisitions and 7 disposals in the latest 180-day insider tape.

Acquisitions / disposals over the latest 180 days. Insider activity is context, not a stand-alone signal.
News sentiment56/100

Weighted news tone is neutral across 48 relevant articles.

5 positive · 40 neutral · 3 negative
Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal
06 · Catalysts and risk

What can move the shares—and how volatile the path has been

Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.

Next earnings-No event is currently stored.
Options expected move-Nearest-chain priced movement where available.
52-week drawdown-8.5%Distance below the 52-week high.
13-week volatility1.3%Standard deviation of weekly returns.

Weekly gains and losses

Latest 26 completed weeks

Each bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.

Weeks higher11 of 2615 weeks finished lower.
Best week+2.1%Week of 17 Jul.
Worst week-2.6%Week of 20 Mar.
Latest week-0.4%Week of 7 Aug.

Shape of recent returns

Strong gains0
Modest gains11
Flat weeks0
Modest losses15
Sharp losses0
Recent vol1.3%13-week weekly-return volatility.
Base vol1.5%52-week weekly-return volatility.
Up/down split27/25Count of positive and negative weeks in the 52-week window.
Average skew1.2% / -1.3%Average positive week versus average negative week.
07 · Sector and peer context

Is this stock leading—or simply moving with its group?

Sector and industry breadth distinguish company-specific strength from a broad group move.

IndustryUS Investment Banking & Investment Services
4-week rank2 / 2
Group average0.7%
Trend breadth0.0%
Trend0.0%active weekly trend signals
MD50.0%positive activity pressure
RS0.0%positive relative leadership

Four-week leaders

HCXY · NYSE1.6%MGR · NYSE-0.2%
08 · Evidence and weekly data

The underlying research record

Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.

Weekly tape42/100

Trend, activity pressure, participation, and risk combine to a 42/100 tape read.

 Indicator analysis23/100

Latest 12-week confirmation: trend 0/12, activity pressure 6/12, relative leadership 0/12.

Activity pressure 0.22; No reversal markers Next-Week ExpectancyPositive 60.23%

Next-week expectancy is positive with a 60.23% historical one-week setup read.

Adds short-term historical context without overriding trend, activity, or relative leadership. Factors74/100

O'Shaughnessy factor stack blends value, quality, momentum, and confidence.

Buyback Yield rank 62; Small Cap Core rank 19 Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal Sentiment56/100

Weighted news tone is neutral across 48 relevant articles.

Reinhart Partners LLC. Sells 6,628 Shares of Affiliated Managers Group, Inc. $AMG Insiders12 / 7

12 acquisitions and 7 disposals in the latest 180-day insider tape.

 Earnings50/100

No stored earnings event is currently attached to this ticker.
WeekCloseReturnTrend LineFair ValuePressureLeadershipVolumeTrend
7 Aug 202620.09 USD-0.4%20.26 USD20.11 USD0.61-12.9667.4KOff
31 Jul 202620.17 USD0.1%20.29 USD20.11 USD0.77-9.88100.1KOff
24 Jul 202620.15 USD-2.0%20.31 USD20.10 USD0.81-9.3183.9KOff
17 Jul 202620.56 USD2.1%20.33 USD20.09 USD0.76-8.27189.7KOff
10 Jul 202620.13 USD1.3%20.33 USD20.08 USD0.53-11.84187.4KOff
3 Jul 202619.88 USD1.3%20.35 USD20.07 USD0.14-12.07184.7KOff
26 Jun 202619.62 USD-1.6%20.36 USD20.06 USD-0.15-11.64154.9KOff
19 Jun 202619.95 USD1.8%20.40 USD20.05 USD-0.31-12.59214.2KOff
12 Jun 202619.59 USD0.4%20.42 USD20.04 USD-0.60-13.65105.8KOff
5 Jun 202619.51 USD-0.7%20.46 USD20.04 USD-0.65-13.82183.5KOff
29 May 202619.66 USD-1.1%20.50 USD20.03 USD-0.66-15.65152.3KOff
22 May 202619.89 USD-1.2%20.54 USD20.03 USD-0.79-13.8094.2KOff
15 May 202620.13 USD-0.9%20.58 USD20.02 USD-0.89-12.3271.0KOff
8 May 202620.31 USD1.4%20.61 USD20.00 USD-0.96-11.6788.7KOff
How to use this report

This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.

Evidence context