Affiliated Managers Group, Inc. (MGRE) — SEC Filings
Affiliated Managers Group, Inc. (MGRE) — 37 SEC filings. Latest: 8-K (Dec 11, 2025). Includes 20 8-K, 7 SC 13G/A, 6 10-Q.
View Affiliated Managers Group, Inc. on SEC EDGAR
Overview
Affiliated Managers Group, Inc. (MGRE) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 8-K filed on Dec 8, 2025: On December 8, 2025, Affiliated Managers Group, Inc. (AMG) filed an 8-K report detailing the issuance of several series of junior subordinated notes. These include $5.875% Junior Subordinated Notes due 2059, 4.75% Junior Subordinated Notes due 2060, 4.2% Junior Subordinated Notes due 2061, and 6.75%
Sentiment Summary
Across 37 filings, the sentiment breakdown is: 1 bearish, 35 neutral, 1 mixed. The dominant filing sentiment for Affiliated Managers Group, Inc. is neutral.
Filing Type Overview
Affiliated Managers Group, Inc. (MGRE) has filed 20 8-K, 6 10-Q, 2 DEF 14A, 2 10-K, 7 SC 13G/A with the SEC between Jan 2024 to Dec 2025.
Filings by Year
Recent SEC Filings (37)
Risk Profile
Risk Assessment: Of MGRE's 30 recent filings, 1 were flagged as high-risk, 10 as medium-risk, and 19 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Financial Highlights
| Metric | Value |
|---|---|
| Revenue | $528.0M |
| Net Income | $290.9M |
| EPS | $6.87 |
| Cash Position | $476.1M |
Key Executives
- Michael L. Masin
- J. Barry B. Smith
- Paul M. Thompson
- Robert J. Lichtenstein
- Nathan M. Horowitz
- Jay A. Grinney
- Robert J. Petrie
- Gerald W. Hakala
- Jeffrey A. Hakala
- Jeremy J. Modell
Industry Context
The asset management industry is characterized by intense competition, fee compression, and a growing demand for alternative investment strategies. Firms are increasingly focused on scaling their businesses through acquisitions and strategic partnerships to gain market share and diversify offerings. Regulatory scrutiny and evolving investor preferences for ESG (Environmental, Social, and Governance) factors also shape the landscape.
Top Tags
debt (11) · notes (7) · debt-issuance (5) · governance (5) · financials (5) · financing (4) · financial-condition (4) · 10-Q (4) · institutional-ownership (4) · amendment (4)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Interest Rate | 5.875% | Junior Subordinated Notes due 2059 |
| Net Income (Controlling Interest) | $290.9M | Increased 56.6% for Q3 2025 compared to Q3 2024 |
| Diluted EPS | $6.87 | Increased 81.7% for Q3 2025 compared to Q3 2024 |
| Affiliate Transaction Gains | $127.6M | New income stream for Q3 and YTD 2025 |
| Consolidated Revenue | $528.0M | Increased 2.2% for Q3 2025 compared to Q3 2024 |
| Total Consolidated Expenses | $409.2M | Increased 9.2% for Q3 2025 compared to Q3 2024 |
| Compensation and Related Expenses | $253.5M | Increased 14.8% for Q3 2025 compared to Q3 2024 |
| Intangible Amortization and Impairments | $96.0M | Increased from $21.8M for YTD 2024 to YTD 2025 |
| Cash and Cash Equivalents | $476.1M | Decreased 49.9% from December 31, 2024, to September 30, 2025 |
| Investments in Affiliates | $515.1M | Net cash used in investing activities for YTD 2025 |
| Cash Flow Used in Financing Activities | $948.6M | For the nine months ended September 30, 2025 |
| Maturity Year | 2059 | Five Point Eight Seventy Five Junior Subordinated Notes |
| Net Loss (Q2 2025) | $10.1M | Represents a significant swing from $100.2M net income in Q2 2024. |
| Impairment Charge | $150.0M | Directly caused the net loss and highlights asset valuation issues. |
| Total Revenues (Q2 2025) | $500.0M | A 9.1% decrease from $550.0M in Q2 2024. |
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Frequently Asked Questions
What are the latest SEC filings for Affiliated Managers Group, Inc. (MGRE)?
Affiliated Managers Group, Inc. has 37 recent SEC filings from Jan 2024 to Dec 2025, including 20 8-K, 7 SC 13G/A, 6 10-Q. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of MGRE filings?
Across 37 filings, the sentiment breakdown is: 1 bearish, 35 neutral, 1 mixed. The dominant sentiment is neutral.
Where can I find Affiliated Managers Group, Inc. SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Affiliated Managers Group, Inc. (MGRE) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Affiliated Managers Group, Inc.?
Key financial highlights from Affiliated Managers Group, Inc.'s most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for MGRE?
The investment thesis for MGRE includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Affiliated Managers Group, Inc.?
Key executives identified across Affiliated Managers Group, Inc.'s filings include Michael L. Masin, J. Barry B. Smith, Paul M. Thompson, Robert J. Lichtenstein, Nathan M. Horowitz and 5 others.
What are the main risk factors for Affiliated Managers Group, Inc. stock?
Of MGRE's 30 assessed filings, 1 were flagged high-risk, 10 medium-risk, and 19 low-risk.
What are recent predictions and forward guidance from Affiliated Managers Group, Inc.?
Forward guidance and predictions for Affiliated Managers Group, Inc. are extracted from SEC filings as they are enriched.