Acadian Asset Management AI Stock Analysis
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Acadian Asset Management (AAMI) AI Stock Analysis
Acadian Asset Management
(NYSE:AAMI)
The score is driven by strong earnings-call momentum (record AUM/profitability and favorable guidance) and a supportive valuation profile boosted by the high dividend yield. These positives are tempered by balance-sheet risk flagged in the financial statements (historically thin/negative equity and leverage) and only neutral-to-soft near-term technical momentum.
Acadian Asset Management Key Performance Indicators (KPIs)
Assets Under Management by StrategyBreaks down how the firm's assets are allocated across investment strategies (for example, equities, fixed income, quantitative, and alternatives). Reveals which strategies drive revenue and performance risk, shows whether growth depends on a few approaches or a diversified mix, and highlights capacity limits or scalability for different fee structures.
AUM growth is broad-based but heavily skewed toward Enhanced Equity, which accelerated from mid‑2025 into 2026 while ‘Other’ stayed flat; Non‑US and Emerging Markets also contributed. That mix explains why management fees and profitability rose even as the blended fee rate compressed—scale is winning but fee per dollar is declining. The company’s view that fees will “stabilize” and that credit products should ramp in 2027 is key: future earnings upside depends on sustaining inflows while shifting mix toward higher‑fee or new credit channels to offset Enhanced-driven fee dilution.
The FlyAcadian Asset Management (AAMI) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- $3.44B
- Dividend Yield
- 0.32%
- Average Volume (3M)
- 438.23K
- Price to Earnings (P/E)
- 28.5
- Beta (1Y)
- 1.36
- Revenue Growth
- 24.90%
- EPS Growth
- 43.83%
- Country
- US
- Employees
- 396
- Sector
- Financial
- Sector Strength
- 68
- Industry
- Asset Management
Acadian Asset Management Business Overview & Revenue Model
Company Description
Acadian Asset Management, Inc. functions as a holding entity that primarily offers asset management services. The company's operations are structured around its "Quant and Solutions" segment. This division applies a sophisticated, data-driven investm...
How the Company Makes Money
AAMI makes money primarily by earning investment management fees for managing client assets (assets under management, or AUM). These fees are generally charged as an agreed percentage of AUM and are earned over time as the firm provides ongoing portf...
Acadian Asset Management Earnings Call Summary
The call was strongly positive overall. Acadian reported record AUM, revenue, profitability, and EPS; sustained 11-quarter positive net flows; exceptional long-term and improving short-term investment performance; strong demand across established and newer strategies; and a conservative balance sheet. The main challenges were moderated quarterly flows due to client rebalancing, higher operating and variable compensation expenses, uncertainty around funding timing, and the absence of Q3 share repurchases, but these issues did not outweigh the company's reported growth and operating momentum.
Q3-2026 Updates
Positive Updates
Negative Updates
Company Guidance
For full year 2026, the variable compensation ratio is now expected to be approximately 34%-38%, with the realized ratio informed by the level and timing of performance fees and deferred compensation; management said it would not necessarily pencil in a 34%-38% range for each and every year. The near-term aspirational operating-margin target is 38%-40%, which management feels well positioned to realize for the full year, with the possibility of revisiting that target and continuing to realize some ongoing margin expansion. Systematic Credit is expected to receive its first external institutional funding later this year, while wealth-channel resourcing may change over the next 12, 18, 24 months. Capital priorities remain organic growth, maintaining a strong balance sheet, and returning excess capital through dividends and share repurchases, with no urgency to reduce the term loan.
Acadian Asset Management Financial Statement Overview
Summary
Income statement strength (72) shows steady revenue growth and generally solid profitability, and cash flow is supportive (61) with positive and improving free cash flow in TTM. The main drag is balance-sheet risk (38): historically negative/thin equity and still-elevated leverage increase downside sensitivity and make returns more volatile.
Income Statement
72PositiveBalance Sheet
38NegativeCash Flow
61Positive| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 756.70M | 594.30M | 505.60M | 426.60M | 417.20M | 523.80M |
| Gross Profit | 925.40M | 552.00M | 239.20M | 213.20M | 257.60M | 239.20M |
| EBITDA | 215.00M | 181.50M | 163.60M | 133.40M | 183.90M | 225.10M |
| Net Income | 121.80M | 80.00M | 85.00M | 65.80M | 100.60M | 828.40M |
Balance Sheet | ||||||
| Total Assets | 899.10M | 677.00M | 703.20M | 611.40M | 518.70M | 714.80M |
| Cash, Cash Equivalents and Short-Term Investments | 172.60M | 101.20M | 94.80M | 146.80M | 108.40M | 252.10M |
| Total Debt | 255.70M | 322.80M | 341.60M | 346.30M | 349.30M | 472.50M |
| Total Liabilities | 698.60M | 593.00M | 616.10M | 561.90M | 540.30M | 732.40M |
| Stockholders Equity | 126.10M | 60.60M | 20.00M | 40.20M | -21.60M | -17.60M |
Cash Flow | ||||||
| Free Cash Flow | 21.50M | -14.30M | 45.90M | 54.50M | 100.70M | -26.60M |
| Operating Cash Flow | 47.10M | -2.40M | 55.80M | 68.30M | 116.80M | -11.50M |
| Investing Cash Flow | 32.10M | 15.70M | -50.10M | -43.90M | -13.00M | 1.04B |
| Financing Cash Flow | -45.60M | 12.10M | -54.40M | 1.80M | -233.70M | -1.18B |
Acadian Asset Management Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AAMI, the sentiment is Positive. The current price of 97.57 is above the 20-day moving average (MA) of 92.31, above the 50-day MA of 92.21, and above the 200-day MA of 75.00, indicating a bullish trend. The MACD of 0.34 indicates Negative momentum. The RSI at 63.19 is Neutral, neither overbought nor oversold. The STOCH value of 80.80 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AAMI.
Acadian Asset Management Risk Analysis
Acadian Asset Management disclosed 1 risk factors in its most recent earnings report. Acadian Asset Management reported the most risks in the "Legal & Regulatory" category.
Latest Risks Added
0 New RisksAcadian Asset Management Peers Comparison
Overall Rating
FHI80Outperform
AB79Outperform
VCTR74Outperform
APAM69Neutral- AAMI68Neutral
VRTS49Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| FHI | 80Outperform | $4.84B | 11.70 | 33.97% | 2.26% | 13.31% | 15.87% |
| AB | 79Outperform | $3.13B | 10.06 | 25.21% | 10.26% | ― | 11.43% |
| VCTR | 74Outperform | $7.81B | 23.02 | 19.02% | 1.57% | 35.41% | 38.19% |
| APAM | 69Neutral | $3.26B | 9.24 | 69.54% | 10.02% | 5.77% | 15.41% |
| AAMI | 68Neutral | $3.44B | 28.53 | 136.78% | 0.32% | 24.90% | 43.83% |
| Sector * | 68Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% |
| VRTS | 49Neutral | $864.01M | 8.02 | 11.68% | 7.33% | -4.80% | -16.87% |
* Financial Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| AAMI | Acadian Asset Management Inc. | 97.57 | 54.52 | 126.63% | |
| AB | AllianceBernstein Holding | 34.00 | -2.19 | -6.05% | |
| FHI | Federated Hermes, Inc. | 65.53 | 17.57 | 36.63% | |
| VRTS | Virtus Investment Partners | 131.71 | -22.41 | -14.54% | |
| APAM | Artisan Partners Asset Management Inc | 40.21 | 0.77 | 1.94% | |
| VCTR | Victory Capital Holdings | 126.38 | 64.61 | 104.59% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.
Date of analysis: Nov 05, 2026