Artisan Partners(APAM)

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Artisan Partners(APAM) - 2025 Q2 - Earnings Call Transcript
2025-07-30 18:00
Financial Data and Key Metrics Changes - Ending AUM reached $176 billion, an increase of 8% compared to March [23] - Average AUM for the quarter was flat sequentially but up 5% year-over-year [23] - Year-to-date average AUM improved by 7% over the prior year's six-month period [23] - Revenues for the quarter increased by 2% compared to March and 4% compared to the same quarter last year [25] - Adjusted operating income increased slightly compared to the prior quarter and 3% year-over-year [26] - Adjusted net income per adjusted share was flat compared to last quarter and up slightly compared to the second quarter of 2024 [26] Business Line Data and Key Metrics Changes - The credit team manages over $13 billion across its franchise, with continued positive flows in fixed income [11] - The high income strategy has outperformed its benchmark by 170 basis points annually after fees [10] - The Developing World Strategy has compounded capital at an average annual rate of 11.59% since inception [14] - Artisan's five emerging market strategies have positive year-to-date net flows, raising a net $700 million across the group [15] Market Data and Key Metrics Changes - Net client cash outflows during June were $1.9 billion, driven by lower gross equity inflows and outflows compared to the prior quarter [24] - The second quarter marked the twelfth consecutive quarter of positive flows for the fixed income business [24] - Institutional clients are showing increased interest in emerging markets and fixed income strategies [44] Company Strategy and Development Direction - The company is focused on evolving its investment platform to include multi-asset and alternative investments [21] - There is a strong emphasis on talent-driven opportunities for M&A, particularly in alternatives and private equity [33][36] - The company aims to expand its distribution to align with clients valuing long-term asset allocation for high-value added investing [20] Management's Comments on Operating Environment and Future Outlook - Management noted a cautious risk-aware environment affecting gross flows, with a focus on credit as a growth area [46] - The company is optimistic about allocations in emerging markets and fixed income strategies, especially with the ten-year anniversary of the Developing World strategy [44][52] - Management expressed confidence in the firm's ability to execute well for investment talent, clients, and shareholders under new leadership [21] Other Important Information - The company declared a quarterly dividend of $0.73 per share, a 7% increase over the prior quarter [30] - The balance sheet remains strong with approximately $140 million of seed capital invested in seeded products [28] Q&A Session Summary Question: What areas or asset classes is the company most open to pursue for M&A? - The company is focused on talent-driven opportunities, particularly in alternatives and private equity, with interest in real estate and secondaries business [33][36] Question: How should the company think about capacity constraints and timing for reopening? - The company is managing capacity judiciously, particularly in growth strategies, and is working with intermediated wealth clients to maintain consistency [38][39] Question: Can you elaborate on the two institutional mandates mentioned? - The company is seeing interest in emerging markets and fixed income strategies, with positive movement around rebalancing in global equity [42][44] Question: What is the outlook for seed capital needs this year? - The company is well positioned regarding seed capital and expects opportunities to redeploy capital for additional seed or acquisitions in the next 12 to 18 months [64][66]
Artisan Partners(APAM) - 2025 Q2 - Earnings Call Presentation
2025-07-30 17:00
Business Overview - Artisan Partners has built its business on a consistent philosophy and business model since its founding[2] - The firm has grown from 1 investment team and strategy in 1995 to 11 investment teams and 26 strategies in 2025[5] - The run-rate revenue for 2025 is $1,129 million[5] Investment Performance Highlights - Bryan Krug won the 2025 U S Morningstar Award for Investing Excellence: Outstanding Fixed Income Portfolio Manager[7] - The High Income Strategy has achieved top 1% performance since inception[8] - The International Value Fund has achieved top 1% performance since inception[10] Assets Under Management (AUM) - Assets Under Management (AUM) increased by 8% year-over-year, reaching $175.5 billion as of June 30, 2025[20] - Equity AUM totaled $156.1 billion, Fixed Income AUM was $15.6 billion, and Alternative AUM was $3.8 billion as of June 30, 2025[22] - Intermediated Wealth AUM grew by 80% over the five years ended June 30, 2025, reaching $105.7 billion[44] Financial Results - Revenues for the second quarter of 2025 were $282.8 million, a 4% increase compared to the second quarter of 2024[24] - Adjusted operating income for the second quarter of 2025 was $89.6 million, a 3% increase compared to the second quarter of 2024[24] - Adjusted net income per adjusted share for the second quarter of 2025 was $0.83, consistent with the first quarter of 2025 and a 1% increase compared to the second quarter of 2024[24]
Artisan Partners(APAM) - 2025 Q2 - Quarterly Results
2025-07-29 20:19
[Overview and Management Commentary](index=1&type=section&id=Overview%20and%20Management%20Commentary) [Management Discussion](index=1&type=section&id=Management%20Discussion) Artisan Partners achieved record AUM of $175.5 billion in Q2 2025, announced a CEO transition, and highlighted strong long-term investment performance and awards - Reached a record high quarter-end AUM of **$175.5 billion**, managed across 11 investment teams and 26 strategies[3](index=3&type=chunk) - Jason Gottlieb succeeded Eric Colson as CEO in June, with Colson remaining as Executive Chair[4](index=4&type=chunk) - The Artisan Credit team's portfolio manager, Bryan Krug, won the 2025 U.S. Morningstar Award for Investing Excellence in the Fixed Income category[5](index=5&type=chunk) - The Artisan Developing World team celebrated its ten-year anniversary, achieving an average annual outperformance of nearly **700 basis points** versus its benchmark after fees[7](index=7&type=chunk) [Financial Highlights](index=2&type=section&id=Financial%20Highlights) Q2 2025 saw revenues of $282.8 million, GAAP diluted EPS of $0.94, and ending AUM growth to $175.5 billion Q2 2025 Financial Highlights | Metric | Q2 2025 | Q1 2025 | Q2 2024 | | :--- | :--- | :--- | :--- | | **Ending AUM (billions)** | $175.5 | $162.4 | $158.9 | | **Revenues (millions)** | $282.8 | $277.1 | $270.8 | | **Operating Income (GAAP, millions)** | $79.8 | $86.5 | $86.6 | | **Operating Margin (GAAP)** | 28.2% | 31.2% | 32.0% | | **Diluted EPS (GAAP)** | $0.94 | $0.82 | $0.80 | | **Adjusted Net Income (millions)** | $67.5 | $67.0 | $66.0 | | **Adjusted Net Income per Share** | $0.83 | $0.83 | $0.82 | [Financial Performance Analysis](index=3&type=section&id=Financial%20Performance%20Analysis) [Quarter-over-Quarter Comparison (Q2 2025 vs. Q1 2025)](index=3&type=section&id=Quarter-over-Quarter%20Comparison%20(Q2%202025%20vs.%20Q1%202025)) Q2 2025 AUM grew 8% to $175.5 billion from market appreciation, while revenues increased 2% to $282.8 million despite higher operating expenses - AUM increased by **$13.1 billion (8%)** QoQ, primarily due to **$15.2 billion** in market appreciation, partially offset by **$1.9 billion** of net client cash outflows[13](index=13&type=chunk) - Operating expenses increased by **$12.4 million (7%)** QoQ, driven by an **$8.2 million** increase in long-term incentive compensation expense and a **$3.1 million** increase in incentive compensation[15](index=15&type=chunk) Q2 2025 vs Q1 2025 Performance | Metric | Q2 2025 | Q1 2025 | Change | | :--- | :--- | :--- | :--- | | **Revenues (millions)** | $282.8 | $277.1 | +2% | | **Operating Expenses (millions)** | $203.0 | $190.6 | +7% | | **GAAP Operating Margin (%)** | 28.2 | 31.2 | -300 bps | | **GAAP Net Income (millions)** | $67.6 | $61.1 | +10.6% | | **GAAP Diluted EPS ($)** | $0.94 | $0.82 | +$0.12 | [Year-over-Year Comparison (Q2 2025 vs. Q2 2024)](index=3&type=section&id=Year-over-Year%20Comparison%20(Q2%202025%20vs.%20Q2%202024)) Q2 2025 AUM increased 10% to $175.5 billion year-over-year, with revenues up 4% to $282.8 million, while operating expenses rose 10% - AUM increased **10%** YoY, driven by **$24.2 billion** of investment returns, which more than offset **$6.3 billion** of net client cash outflows[19](index=19&type=chunk) - Operating expenses rose **10%** YoY, primarily due to an **$11.9 million** increase in long-term incentive compensation costs, which included a **$9.3 million** increase from market valuation changes[21](index=21&type=chunk) Q2 2025 vs Q2 2024 Performance | Metric | Q2 2025 | Q2 2024 | Change | | :--- | :--- | :--- | :--- | | **Revenues (millions)** | $282.8 | $270.8 | +4% | | **Operating Expenses (millions)** | $203.0 | $184.2 | +10% | | **GAAP Operating Margin (%)** | 28.2 | 32.0 | -380 bps | | **GAAP Net Income (millions)** | $67.6 | $57.6 | +17.4% | | **GAAP Diluted EPS ($)** | $0.94 | $0.80 | +$0.14 | [Year-to-Date Comparison (Six Months Ended June 2025 vs. 2024)](index=5&type=section&id=Year-to-Date%20Comparison%20(Six%20Months%20Ended%20June%202025%20vs.%202024)) Year-to-date 2025 revenues increased 5% to $559.9 million, with operating expenses up 6% to $393.6 million, resulting in a GAAP net income of $128.7 million Six Months 2025 vs 2024 Performance | Metric | Six Months 2025 | Six Months 2024 | Change | | :--- | :--- | :--- | :--- | | **Revenues (millions)** | $559.9 | $535.2 | +5% | | **Operating Expenses (millions)** | $393.6 | $370.9 | +6% | | **GAAP Operating Margin (%)** | 29.7 | 30.7 | -100 bps | | **GAAP Net Income (millions)** | $128.7 | $117.1 | +9.9% | | **GAAP Diluted EPS ($)** | $1.78 | $1.66 | +$0.12 | [Capital Management and Shareholder Returns](index=5&type=section&id=Capital%20Management%20and%20Shareholder%20Returns) [Balance Sheet and Capital Management](index=5&type=section&id=Balance%20Sheet%20and%20Capital%20Management) The company maintained a strong balance sheet with $244.9 million in cash, $200.0 million in borrowings, and a 0.5x debt leverage ratio as of June 30, 2025 - Cash and cash equivalents stood at **$244.9 million** at June 30, 2025, up from **$201.2 million** at year-end 2024[31](index=31&type=chunk) - Agreed to issue **$50 million** of 5.43% Series G Senior Notes due 2030 to refinance **$60 million** of maturing Series D notes[32](index=32&type=chunk) - Total borrowings were stable at **$200.0 million**, and the debt leverage ratio was **0.5x** at quarter-end[31](index=31&type=chunk)[33](index=33&type=chunk) [Dividend](index=5&type=section&id=Dividend) The Board declared a Q2 2025 variable quarterly dividend of $0.73 per share, targeting 80% of quarterly cash generation - Declared a Q2 2025 variable quarterly dividend of **$0.73 per share** of Class A common stock[34](index=34&type=chunk) - The dividend will be paid on August 29, 2025, to shareholders of record as of August 15, 2025[34](index=34&type=chunk) - The dividend policy targets paying approximately **80%** of cash generated each quarter, with a potential special dividend considered annually from the remaining **20%**[35](index=35&type=chunk)[36](index=36&type=chunk) [Assets Under Management (AUM) Analysis](index=13&type=section&id=Assets%20Under%20Management%20(AUM)%20Analysis) [AUM Overview and Flows](index=13&type=section&id=AUM%20Overview%20and%20Flows) Q2 2025 ending AUM reached $175.5 billion, an 8.1% increase from Q1, driven by $15.2 billion in investment returns despite $1.9 billion in net outflows AUM Changes for Q2 2025 (in millions) | AUM Component | Q2 2025 | Q1 2025 | Q2 2024 | | :--- | :--- | :--- | :--- | | **Beginning AUM** | $162,390 | $161,208 | $160,384 | | **Gross Inflows** | $6,233 | $7,014 | $5,604 | | **Gross Outflows** | ($8,096) | ($9,854) | ($7,214) | | **Net Client Flows** | ($1,863) | ($2,840) | ($1,610) | | **Investment Returns & Other** | $15,212 | $4,138 | $204 | | **Ending AUM** | $175,545 | $162,390 | $158,887 | [AUM by Investment Team](index=14&type=section&id=AUM%20by%20Investment%20Team) International Value, Growth, and Global Value were the largest investment teams by AUM in Q2 2025, with varied net flows and positive investment returns Ending AUM by Select Investment Team (in millions) | Investment Team | Q2 2025 AUM | Q1 2025 AUM | Q2 2025 Net Flows | | :--- | :--- | :--- | :--- | | **International Value Group** | $50,871 | $47,486 | $414 | | **Growth** | $36,748 | $34,669 | ($1,944) | | **Global Value** | $32,906 | $30,256 | ($122) | | **Global Equity** | $15,161 | $13,442 | ($543) | | **Credit** | $13,096 | $12,434 | $298 | [AUM by Vehicle](index=16&type=section&id=AUM%20by%20Vehicle) Q2 2025 AUM was primarily held in Separate Accounts ($89.9 billion) and Artisan Funds ($85.6 billion), both experiencing net outflows AUM by Vehicle (in millions) | Vehicle | Q2 2025 Ending AUM | Q2 2025 Net Flows | | :--- | :--- | :--- | | **Artisan Funds & Artisan Global Funds** | $85,626 | ($181) | | **Separate Accounts and Other** | $89,919 | ($1,682) | | **Total** | $175,545 | ($1,863) | [Investment Strategy Performance](index=19&type=section&id=Investment%20Strategy%20Performance) [Strategy AUM and Performance Summary](index=19&type=section&id=Strategy%20AUM%20and%20Performance%20Summary) Key investment strategies as of June 30, 2025, showed strong long-term outperformance against benchmarks, with International Value adding 522 bps and Developing World adding 794 bps since inception Performance of Select Strategies (as of June 30, 2025) | Strategy | AUM ($MM) | 1 YR Return | 5 YR Return | Value-Added Since Inception (bps) | | :--- | :--- | :--- | :--- | :--- | | **International Value** | $50,062 | 13.32% | 16.46% | 522 | | *MSCI EAFE Index* | - | *17.73%* | *11.15%* | - | | **Global Value** | $32,569 | 21.45% | 17.94% | 293 | | *MSCI All Country World Index* | - | *16.17%* | *13.64%* | - | | **Global Opportunities** | $20,065 | 10.02% | 9.67% | 401 | | *MSCI All Country World Index* | - | *16.17%* | *13.64%* | - | | **High Income** | $12,689 | 11.83% | 8.43% | 244 | | *ICE BofA US High Yield Index* | - | *10.24%* | *6.00%* | - | | **Developing World** | $4,784 | 30.19% | 9.22% | 794 | | *MSCI Emerging Markets Index* | - | *15.29%* | *6.80%* | - | [Financial Statements and Reconciliations](index=9&type=section&id=Financial%20Statements%20and%20Reconciliations) [Consolidated Statements of Operations](index=9&type=section&id=Consolidated%20Statements%20of%20Operations) The unaudited income statement for Q2 2025 and year-to-date periods details revenues by source and operating expense categories, with prior period comparisons Q2 2025 Consolidated Statement of Operations (in millions) | Line Item | Q2 2025 | Q1 2025 | Q2 2024 | | :--- | :--- | :--- | :--- | | **Total revenues** | $282.8 | $277.1 | $270.8 | | **Total operating expenses** | $203.0 | $190.6 | $184.2 | | **Operating income** | $79.8 | $86.5 | $86.6 | | **Income before income taxes** | $120.9 | $97.3 | $90.0 | | **Net income attributable to APAM** | $67.6 | $61.1 | $57.6 | [Reconciliation of GAAP to Non-GAAP Measures](index=10&type=section&id=Reconciliation%20of%20GAAP%20to%20Non-GAAP%20Measures) This section reconciles GAAP financial results to adjusted non-GAAP measures, including Adjusted Net Income, Operating Income, and EBITDA, by removing specific market and investment impacts Q2 2025 GAAP to Non-GAAP Reconciliation (in millions) | Metric | GAAP | Adjustments | Non-GAAP (Adjusted) | | :--- | :--- | :--- | :--- | | **Operating Income** | $79.8 | $9.8 | $89.6 | | **Operating Margin** | 28.2% | | 31.7% | | **Net Income (attributable to APAM)** | $67.6 | ($0.1) | $67.5 | | **Adjusted EBITDA** | - | - | $94.2 | [Condensed Consolidated Statements of Financial Condition](index=12&type=section&id=Condensed%20Consolidated%20Statements%20of%20Financial%20Condition) The balance sheet as of June 30, 2025, shows increased cash and investment securities, with total assets decreasing primarily due to consolidated investment product changes Balance Sheet Highlights (in millions) | Account | June 30, 2025 | Dec 31, 2024 | | :--- | :--- | :--- | | **Cash and cash equivalents** | $244.9 | $201.2 | | **Total assets** | $1,444.7 | $1,618.8 | | **Borrowings** | $199.5 | $199.4 | | **Total liabilities** | $840.4 | $868.8 | | **Total stockholders' equity** | $419.1 | $422.0 | [Other Information](index=7&type=section&id=Other%20Information) [Conference Call Details](index=7&type=section&id=Conference%20Call%20Details) A conference call to discuss Q2 2025 results will be held on July 30, 2025, at 1:00 p.m. ET, hosted by the CEO, Executive Chair, and CFO - A conference call to discuss Q2 2025 results is scheduled for July 30, 2025, at 1:00 p.m. (Eastern Time)[37](index=37&type=chunk) [Disclosures and Forward-Looking Statements](index=7&type=section&id=Disclosures%20and%20Forward-Looking%20Statements) This section includes forward-looking statement disclaimers and provides definitions for key financial metrics and benchmark indexes used in the report - The release contains forward-looking statements subject to risks and uncertainties that could cause actual results to differ[38](index=38&type=chunk) - Provides definitions for key metrics, including AUM, which is not based on any definition in the ADV, and Value Added, which measures outperformance against a benchmark[39](index=39&type=chunk)[42](index=42&type=chunk)
Artisan Partners Asset Management Inc. Reports 2Q25 Results
Globenewswire· 2025-07-29 20:16
Core Viewpoint - Artisan Partners Asset Management Inc. reported its financial results for the second quarter and first half of 2025, along with the declaration of a quarterly dividend [1]. Group 1: Financial Results - The company announced its results for the three and six months ended June 30, 2025 [1]. - A conference call is scheduled for July 30, 2025, to discuss these results, featuring key executives including the CEO, Executive Chair, and CFO [2]. Group 2: Company Overview - Artisan Partners is a global investment management firm that offers a wide range of high value-added investment strategies to sophisticated clients worldwide [3]. - The firm has been focused on attracting experienced investment professionals since its establishment in 1994 [3]. - Artisan Partners operates autonomous investment teams that manage diverse investment strategies across multiple asset classes [3].
Take the Zacks Approach to Beat the Markets: AngloGold Ashanti, Caterpillar & Hershey in Focus
ZACKS· 2025-07-28 13:46
Market Overview - The U.S. markets have shown an upward trend, with the S&P 500 and Nasdaq Composite reaching all-time highs, increasing by 1.32% and 0.64% respectively last week [1] - Positive corporate earnings and expectations of easing tariffs and trade policies have bolstered investor confidence [1] - Concerns over inflation and signs of a potential economic slowdown are influencing the Federal Reserve's cautious stance on interest rates [1] Economic Indicators - The Conference Board's Leading Economic Indicator fell by 0.3% in June, indicating early signs of a slowdown, with weakened consumer expectations and fewer manufacturing orders [2] - The S&P Global's U.S. flash PMI data for July indicated an acceleration in business activity driven by the services sector, while the manufacturing PMI dropped to 49.5 [2] - Initial jobless claims decreased by 4,000 to 217,000 for the week ending July 19, suggesting a resilient labor market with limited layoffs [2] Stock Performance - AngloGold Ashanti plc's shares increased by 23.1% since its upgrade to Zacks Rank 1 on May 19, outperforming the S&P 500's 7.2% increase [3][4] - NN Group N.V. saw a return of 12.1% since its upgrade to Zacks Rank 1 on May 29, compared to the S&P 500's 8.4% increase [4] - Zacks Rank 1 stocks returned +6.51% in May 2025, outperforming the S&P 500's +4.47% [5] Portfolio Performance - A hypothetical portfolio of Zacks Rank 1 stocks has outperformed the S&P 500 index by more than 12 percentage points since 1988 [6] - The Zacks Focus List portfolio returned +8.84% in 2025 (through June 30) compared to +6.21% for the S&P 500 [14] - The Zacks Earnings Certain Admiral Portfolio (ECAP) returned +3.20% in Q1 2025, outperforming the S&P 500's -4.30% decline [18] Notable Stocks - Intellia Therapeutics, Inc. gained 60.3% over the past 12 weeks, while Caterpillar Inc. returned 41.3% in the same period [13][14] - OptimizeRx Corporation and Artisan Partners Asset Management saw increases of 18.2% and 14.6% respectively since their upgrades to Outperform [10] - Hershey Company returned 17.8% over the past 12 weeks, benefiting from investor interest in quality dividend stocks [20]
Artisan Partners Asset Management Inc. to Announce 2Q25 Results on July 29, 2025
Globenewswire· 2025-07-15 20:16
Financial Results Announcement - Artisan Partners Asset Management Inc. will report its second quarter 2025 financial results on July 29, 2025, at approximately 4:30 p.m. (Eastern Time) [1] - The earnings release and supplemental materials will be available on the investor relations section of artisanpartners.com [1] Conference Call Details - A conference call to discuss the results will be hosted by CEO Jason Gottlieb, Executive Chair Eric Colson, and CFO C.J. Daley on July 30, 2025, at 1:00 p.m. (Eastern Time) [1] - A live webcast of the conference call will be accessible via the investor relations section of artisanpartners.com [2] - Participants can join the call by dialing the provided numbers, with a conference ID of 10199994 [2] Audio Replay Information - An audio replay of the conference call will be available one hour after the call ends until August 6, 2025, at 9:00 a.m. (Eastern Time) [2] - The replay can be accessed using specific dialing numbers and a replay conference ID of 4893273 [2] - An audio replay will also be available on the investor relations section of artisanpartners.com within 24 hours after the conference [2] Company Overview - Artisan Partners is a global investment management firm offering a wide range of high value-added investment strategies [3] - The firm has been committed to attracting experienced investment professionals since its establishment in 1994 [3] - Artisan Partners' autonomous investment teams manage diverse investment strategies across multiple asset classes [3]
Artisan Partners Asset Management (APAM)'s Technical Outlook is Bright After Key Golden Cross
ZACKS· 2025-07-15 14:56
Group 1 - Artisan Partners Asset Management Inc. (APAM) has recently experienced a "golden cross" event, indicating a potential bullish breakout as its 50-day simple moving average has crossed above its 200-day simple moving average [1][2] - The stock has shown an upward movement of 8.9% over the past four weeks, suggesting positive momentum [4] - APAM is currently rated 1 (Strong Buy) on the Zacks Rank, indicating strong investor confidence and potential for further gains [4] Group 2 - The golden cross pattern consists of three stages: a downtrend that bottoms out, a crossover of the shorter moving average above the longer moving average, and continued upward momentum [3] - Recent changes in earnings estimates for APAM have been positive, with one upward revision and no downward changes in the last 60 days, further supporting the bullish outlook [4][5] - The Zacks Consensus Estimate for APAM has also moved higher, reinforcing the positive sentiment among investors [4]
Artisan Partners Asset Management (APAM) is a Great Momentum Stock: Should You Buy?
ZACKS· 2025-07-11 17:01
Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: Artisan Partners Asset Management (APAM) - APAM currently holds a Momentum Style Score of B and a Zacks Rank of 1 (Strong Buy), indicating strong potential for outperformance [2][3] - The stock has shown significant price increases, with a 4.35% rise over the past week compared to the Zacks Financial - Investment Management industry's 1.91% increase [5] - Over the last month, APAM's shares increased by 11.96%, outperforming the industry's 4.59% [5] - In the last three months, APAM shares rose by 37.33%, and by 16.85% over the past year, while the S&P 500 increased by 19.67% and 12.87%, respectively [6] Trading Volume - APAM's average 20-day trading volume is 554,165 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - Over the past two months, one earnings estimate for APAM has increased, raising the consensus estimate from $3.33 to $3.61 [9] - For the next fiscal year, one estimate has also moved upwards, with no downward revisions noted [9] Conclusion - Given the strong performance metrics and positive earnings outlook, APAM is positioned as a promising investment opportunity with a Momentum Score of B [11]
Artisan Partners Asset Management Inc. Reports June 2025 Assets Under Management
Globenewswire· 2025-07-10 20:17
Core Insights - Artisan Partners Asset Management Inc. reported preliminary assets under management (AUM) of $175.5 billion as of June 30, 2025 [1] - Artisan Funds and Artisan Global Funds contributed $85.6 billion to the total AUM, while separate accounts and other AUM accounted for $89.9 billion [1] AUM by Strategy - The Global Opportunities strategy has an AUM of $20.065 billion, while Global Discovery has $1.885 billion [2] - U.S. Mid-Cap Growth strategy holds $11.118 billion, and U.S. Small-Cap Growth has $2.841 billion [2] - The International Value strategy leads with $50.062 billion, followed by Global Value at $32.569 billion [2] - The Credit Team's High Income strategy has $12.689 billion, and Developing World strategy has $4.784 billion [2] - Sustainable Emerging Markets strategy has an AUM of $2.047 billion [2] Additional Information - Artisan Partners provides investment models for managed account sponsors, which includes $115.4 million in AUM for Sustainable Emerging Markets and U.S. Mid-Cap Growth strategies [3] - Artisan Partners is a global investment management firm established in 1994, focusing on high value-added investment strategies [4]
Are Finance Stocks Lagging Artisan Partners Asset Management (APAM) This Year?
ZACKS· 2025-07-10 14:41
Group 1 - Artisan Partners Asset Management (APAM) is outperforming the Finance sector with a year-to-date return of 10%, compared to the sector average of 8.7% [4] - The Zacks Consensus Estimate for APAM's full-year earnings has increased by 16.6% in the past quarter, indicating improved analyst sentiment [4] - APAM holds a Zacks Rank of 1 (Strong Buy), suggesting a positive earnings outlook and potential for market outperformance [3] Group 2 - Artisan Partners Asset Management is part of the Financial - Investment Management industry, which has an average year-to-date loss of 2.4%, further highlighting APAM's strong performance [6] - The Finance sector consists of 870 individual stocks and is currently ranked 7 in the Zacks Sector Rank [2] - Investors should monitor both Artisan Partners Asset Management and Root, Inc. for continued solid performance in the Finance sector [7]