Artisan Partners Asset Management Inc.

Fundamentals8.0
Price Action6.0
News Sentiment7.0
AI Rating
6.0

Key Drivers

  • High profitability
  • Cash‑timing risk
  • Elevated leverage

AI
AI Summary

6.0

APAM should be re-rated from a cyclically exposed mutual-fund shop to a hybrid growth-and-distribution manager focused on higher-fee credit/alternatives and vehicle modernization—an upside path that materially improves fee resilience but hinges on successful scaling of seeded strategies and disciplined capital allocation. Monitor three concrete triggers: sustained quarterly positive free cash flow, conversion of seed/private investments into fee-generating AUM, and a move to a more conservative dividend cadence; failure on any raises meaningful downside risk from impairments, leverage, or large institutional outflows.

HigherFeePivot
ExecutionRisk
Liquidity‍

Price Chart

Loading chart...

Financial Metrics

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

Deep Analysis

Research tool. Not personalized advice.

Fundamental Analysis

8.0

Key Financial Insights:

  • High profitability
  • Cash‑timing risk
  • Elevated leverage

APAM shows very strong profitability and ample liquid investments but faces cash‑timing volatility, high operating expenses and meaningful leverage that make its generous dividend potentially risky.

StrongProfit
CashRisk

Price Behavior

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

Key Price Behavior Insights:

  • Lower highs
  • Lower lows
  • SMA resistance

APAM is in a short-term downtrend—trading about $2.20 (≈5.8%) below its last month SMA (~$38.12) at $35.90, with nearby support $35.10–$35.46 and resistance $40.00–$42.50, so a close back above the SMA or reclaim of $40.00 would signal a constructive reversal while a break under $35.10 risks further downside.

bearish
trend
Support Level: $35.10–$35.46
Resistance Level: $40.00–$42.50

~13.7% drop from $41.60 on 2026-02-20 to $35.90 on 2026-03-20 suggesting heightened short-term downside risk

Sentiment & News

7.0

Key News Insights:

  • Stable AUM
  • Citigroup cut
  • Minor trim

Artisan reported stable preliminary AUM of $188.5B while major institutional holders—Citigroup (-49.9%) and Channing (-1.3%)—trimmed positions with no disclosed reasons.

StableAUM
InstitutionalSelling

The sell-offs could pressure the stock short-term but are unlikely to materially affect Artisan's reported AUM or business absent broader follow-up disclosures