Inside the research
Acadian Asset Management Inc.
AAMI Research profile · latest available data
Price overview
$93.88
▲ +0.56 (+0.6%)
| 52w hi | $97.20 |
|---|---|
| 52w lo | $41.74 |
| Vol | 293.80K |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.45
| Short | +0.33 |
|---|---|
| Medium | +0.49 |
| Long | +0.61 |
computed 2026-09-27
Key fundamentals
Acadian Asset Management Inc.
Financial Services · Asset Management
| Market cap | $3.33B |
|---|---|
| Enterprise value | $3.57B |
| Trailing P/E | 33.17x |
| Forward P/E | 14.49x |
| EV / EBITDA | 20.54x |
| P / S (ttm) | 4.98x |
| Profit margin | 15.2% |
| Return on equity | 106.8% |
| Revenue growth | +45.3% |
| Earnings growth | +171.4% |
| Debt / equity | 193.32 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.41 | |
| Sector | +0.02 | |
| Technical | +0.26 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
Acadian Asset Management Inc. is a publicly owned asset management holding company. The firm provides its services to individuals and institutions. It manages separate client focused portfolios through its subsidiaries. The firm also launches equity mutual funds for its clients. It invests in public equity, fixed income, and alternative investment markets through its subsidiaries. The firm was founded in 1980 is based Boston, Massachusetts. It was formally known as BrightSphere Investment Group plc. Acadian Asset Management Inc. was formed in 1980 and is based in Boston, Massachusetts.
Risk Metrics
| Beta vs SPX | 1.24 |
|---|---|
| Corr SPX | 0.52 |
| Annual vol | 38.0% |
| Annual ret | +72.4% |
| Sharpe | 1.90 |
| Max DD | -26.6% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $65.33 |
|---|---|
| High / Low | $70.00 / $60.00 |
| Median | $66.00 |
| Analysts | 3 |
| Strong Buy | 0 | |
|---|---|---|
| Buy | 0 | |
| Hold | 3 | |
| Sell | 0 | |
| Strong Sell | 0 |
Recent rating actions
| 2026-05-04 | Evercore ISI Group | → In-Line |
| 2026-05-01 | RBC Capital | → Sector Perform |
| 2026-04-28 | Morgan Stanley | → Equal-Weight |
| 2026-04-10 | Evercore ISI Group | → In-Line |
| 2026-04-01 | Morgan Stanley | → Equal-Weight |
| 2026-02-06 | RBC Capital | → Sector Perform |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-30 | Earnings Release, Exhibits | read |
| 2026-06-11 | Officer / Director Change, Shareholder Vote… | read |
| 2026-05-19 | Reg FD Disclosure, Exhibits | read |
| 2026-04-30 | Earnings Release, Exhibits | read |
| 2026-02-05 | Earnings Release, Exhibits | read |
| 2025-11-25 | Other Material Event, Exhibits | read |
| 2025-10-30 | Material Agreement, Earnings Release… | read |
| 2025-07-31 | Earnings Release, Exhibits | read |
| 2025-05-16 | Officer / Director Change, Bylaws Amendment… | read |
| 2025-05-01 | Earnings Release, Exhibits | read |
| 2025-02-06 | Earnings Release, Exhibits | read |
| 2025-01-06 | Bylaws Amendment, Exhibits | read |
Flow & Concentration
| Insider 180d net | $0 |
|---|---|
| Insider buys / sells | 0 / 0 |
| Insider bias | Neutral |
| 13F holders | 8 |
| Top-5 share | 95.9% |
| HHI | 3,959 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $87.57M | 1.22M |
| AQR Capital Management | $18.17M | 254.07K |
| Fidelity / FMR LLC | $16.54M | 231.20K |
| Capital Research / Capital World | $13.85M | 193.69K |
| Citadel Advisors | $4.43M | 61.94K |
| Millennium Management | $3.71M | 51.88K |
| Renaissance Technologies | $2.26M | 31.65K |
| T. Rowe Price Group | $1.69K | 23.57K |
As of 2026-06-30
SEC Filings
The Long Run
FY 2019–2025 · 7 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $563.70M | -7.6% | |
| Operating income | $132.10M | +11.7% | |
| Net income | $65.80M | +72.5% | |
| Cash from ops | $68.30M | -16.4% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $93.06 | $95.89 | $93.06 | $93.88 | 293.80K |
| Sep 24 | $91.33 | $93.49 | $90.31 | $93.32 | 254.60K |
| Sep 23 | $90.73 | $92.24 | $89.79 | $91.51 | 297.10K |
| Sep 22 | $94.69 | $94.69 | $89.09 | $91.90 | 404.80K |
| Sep 21 | $92.01 | $94.51 | $91.77 | $94.11 | 324.60K |
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