Affiliated Managers (US:AMG) ZACKSยท2025-09-09 14:41Industry Overview - The investment management industry has experienced strong growth over the past year and is currently ranked in the top 34% of the Zacks Industry Rank, indicating an expectation to outperform the market in the next three to six months [1][9]. Positive Catalysts - Global equity markets have shown impressive performance over the last two and a half years, driven by sustained economic growth, leading to an increase in assets under management (AUM) [3]. - A decline in interest rates is anticipated, prompting investors to shift from money market mutual funds to higher-yielding assets, with institutional interest from pension funds and endowments increasing significantly [4]. - There has been a notable rise in asset inflows into alternative investments, including index funds, private credit funds, and ETFs, alongside growing interest in tokenized assets [5]. Company Highlights T. Rowe Price Group Inc. (TROW) - TROW is a leading investment manager benefiting from growing AUM, with expected net revenue and AUM CAGR of 2.8% and 5.5% respectively by 2027 [10][11]. - The company has a projected revenue and earnings growth rate of 1.2% and 7.1% respectively for Q4 2025, with a 1.3% improvement in the Zacks Consensus Estimate for earnings over the past 30 days [13]. Affiliated Managers Group Inc. (AMG) - AMG is a global asset manager with a strong AUM balance, expecting total revenues and AUM to grow at a CAGR of 2.8% and 10.4% respectively by 2027 [14][15]. - The company anticipates a revenue and earnings growth rate of 2.4% and 15% respectively for Q4 2025, with a 1.6% improvement in the Zacks Consensus Estimate for earnings over the past 30 days [16]. Federated Hermes Inc. (FHI) - FHI has benefited from record-high AUM and strategic deals, with a diverse asset and product mix supporting long-term potential [17][18]. - The expected revenue and earnings growth rate for FHI is 4.1% and 1% respectively for Q4 2025, with a 1.9% improvement in the Zacks Consensus Estimate for earnings over the past 60 days [18]. Janus Henderson Group plc (JHG) - JHG provides asset management services across various client segments and has an expected revenue and earnings growth rate of 1.1% and -9.4% respectively for Q4 2025, with a 6.6% improvement in the Zacks Consensus Estimate for earnings over the past 60 days [19][20]. Hamilton Lane Inc. (HLNE) - HLNE specializes in private equity investments across various sectors and regions, with an expected revenue and earnings growth rate of 9.1% and -1.6% respectively for Q4 2025, showing a 0.1% improvement in the Zacks Consensus Estimate for earnings over the past 90 days [22][23].