Inside the research
Artisan Partners Asset Management Inc.
APAM Research profile · latest available data
Price overview
$36.16
▲ +0.38 (+1.1%)
| 52w hi | $43.64 |
|---|---|
| 52w lo | $33.33 |
| Vol | 412.90K |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.09
| Short | -0.09 |
|---|---|
| Medium | +0.11 |
| Long | +0.41 |
computed 2026-09-27
Key fundamentals
Artisan Partners Asset Management Inc.
Financial Services · Asset Management
| Market cap | $2.57B |
|---|---|
| Enterprise value | $2.66B |
| Trailing P/E | 8.67x |
| Forward P/E | 9.11x |
| EV / EBITDA | 6.32x |
| P / S (ttm) | 2.06x |
| Profit margin | 24.1% |
| Return on equity | 64.6% |
| Revenue growth | +8.9% |
| Earnings growth | +18.3% |
| Debt / equity | 57.11 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.38 | |
| Sector | +0.02 | |
| Technical | -0.05 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
Artisan Partners Asset Management Inc. is publicly owned investment manager. It provides its services to pension and profit sharing plans, trusts, endowments, foundations, charitable organizations, government entities, private funds and non-U.S. funds, as well as mutual funds, non-U.S. funds and collective trusts. It manages separate client-focused equity and fixed income portfolios. The firm invests in the public equity and fixed income markets across the globe. It invests in growth and value stocks of companies across all market capitalization. For fixed income component of its portfolio the firm invests in non-investment grade corporate bonds and secured and unsecured loans. It employs fundamental analysis to create its portfolios. Artisan Partners Asset Management Inc. was founded in 1994 and is based in Milwaukee, Wisconsin with additional offices in Atlanta, Georgia; New York City; San Francisco, California; Leawood, Kansas; and London, United Kingdom.
Risk Metrics
| Beta vs SPX | 1.14 |
|---|---|
| Corr SPX | 0.62 |
| Annual vol | 29.5% |
| Annual ret | -4.0% |
| Sharpe | -0.13 |
| Max DD | -31.2% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $37.75 |
|---|---|
| High / Low | $43.00 / $33.00 |
| Median | $37.50 |
| Analysts | 4 |
| Strong Buy | 1 | |
|---|---|---|
| Buy | 0 | |
| Hold | 2 | |
| Sell | 1 | |
| Strong Sell | 0 |
Recent rating actions
| 2026-04-30 | RBC Capital | → Outperform |
| 2026-04-30 | Evercore ISI Group | → In-Line |
| 2026-04-10 | Evercore ISI Group | → In-Line |
| 2026-04-07 | Goldman Sachs | → Sell |
| 2026-02-06 | RBC Capital | → Outperform |
| 2025-10-30 | Evercore ISI Group | → In-Line |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-11 | Other Material Event, Exhibits | read |
| 2026-07-28 | Earnings Release, Exhibits | read |
| 2026-07-10 | Other Material Event, Exhibits | read |
| 2026-06-05 | Other Material Event, Exhibits | read |
| 2026-06-03 | Shareholder Vote, Exhibits | read |
| 2026-05-11 | Other Material Event, Exhibits | read |
| 2026-04-28 | Earnings Release, Exhibits | read |
| 2026-04-10 | Other Material Event, Exhibits | read |
| 2026-03-10 | Other Material Event, Exhibits | read |
| 2026-02-10 | Other Material Event, Exhibits | read |
| 2026-02-03 | Earnings Release, Officer / Director Change… | read |
| 2026-01-12 | Officer / Director Change, Other Material Event… | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-02 | Sellers Samuel Bentson | Executive Vice President | Grant | 13.38K | — |
| 2026-03-02 | Sellers Samuel Bentson | Executive Vice President | Grant | 2.27K | — |
| 2026-03-02 | Kwei Eileen Lee | Executive Vice President | Grant | 13.78K | — |
| 2026-03-02 | Kwei Eileen Lee | Executive Vice President | Grant | 2.27K | — |
| 2026-03-02 | Von Hoff Ryan George | Chief Accounting Officer | Grant | 1.13K | — |
| 2026-03-02 | Simpson Laura Ellen | Exec VP, CLO & Secretary | Grant | 10.68K | — |
| 2026-03-02 | GOTTLIEB JASON A | CEO and President | Grant | 36.88K | — |
| 2026-03-02 | Krein Christopher J | Executive Vice President | Grant | 22.82K | — |
| 2026-03-02 | Ramirez Gregory K | Executive Vice President | Grant | 13.86K | — |
| 2026-03-02 | Colson Eric R | Executive Chair | Grant | 44.41K | — |
SEC Filings
The Long Run
FY 2013–2025 · 13 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $975.13M | +6.6% | |
| Operating income | $303.59M | +5.8% | |
| Net income | $222.29M | +22.1% | |
| Cash from ops | $372.84M | +11.3% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $35.88 | $36.23 | $35.59 | $36.16 | 412.90K |
| Sep 24 | $35.60 | $35.89 | $35.20 | $35.78 | 602.00K |
| Sep 23 | $35.75 | $36.21 | $35.53 | $35.62 | 729.10K |
| Sep 22 | $37.19 | $37.20 | $35.64 | $35.93 | 1.28M |
| Sep 21 | $36.94 | $37.01 | $36.50 | $36.78 | 623.10K |
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