Acadian Asset Management

Fundamentals6.0
Price Action6.0
News Sentiment6.0
AI Rating
6.0

Key Drivers

  • Very high ROE
  • Elevated SG&A
  • Working-capital strain

AI
AI Summary

6.0

AAMI's investment case has shifted from pure AUM growth to one driven by capital allocation and fee-mix sustainability—meaning upside now hinges on stabilizing net fee yield and converting strong flows into margin-accretive revenue while managing high SG&A, receivable volatility, and elevated leverage that could quickly erode the premium valuation if fee compression persists.

CapitalAllocation
FeeCompression
EventDriven‍

Price Chart

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Financial Metrics

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Revenue (TTM)
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Net Income (TTM)
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EPS (Q)
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MCAP

Deep Analysis

Research tool. Not personalized advice.

Fundamental Analysis

6.0

Key Financial Insights:

  • Very high ROE
  • Elevated SG&A
  • Working-capital strain

AAMI delivers exceptionally high reported returns and margins but trades at a premium while facing high operating costs, working-capital pressure and concentrated leverage that limit flexibility.

StrongReturns
HighLeverage

Price Behavior

6.0
Research tool. Not personalized advice. Technical analysis is for informational purposes only.

Key Price Behavior Insights:

  • Below last month
  • Mild bearish momentum
  • Defined $50 support

Price trades below its last month simple moving average with RSI in the high‑30s, signaling mild bearish momentum, a defined support cluster near $50 and mid‑$55s resistance—wait for a reclaim of the average or an RSI move above neutral for trend-following, while a decisive break below $50 raises downside risk.

cautious
supportwatch
Support Level: $50.00
Resistance Level: $55.00–$56.00

Drift lower from early‑March peaks with multiple $50 retests in

Sentiment & News

6.0

Key News Insights:

  • Consensus Hold
  • Divergent flows
  • Modest out/underperformance

AAMI shows mixed analyst sentiment (consensus Hold, $52) and divergent institutional repositioning—Hillsdale cut 40% while Citigroup more than doubled holdings—underscoring active investor rotation despite modest sector-relative returns.

mixedsentiment
repositioning

These opposing institutional moves and lukewarm analyst stance raise the likelihood of near-term share volatility and could prompt future rating or target revisions if performance diverges