Affiliated Managers (MGR) Equity Ratio (2009 - 2026)

Affiliated Managers (MGR) recorded quarterly Equity Ratio of 0.33 in Q1 2026, down 27.48% quarter-over-quarter from 0.45 in Q4 2025, and down 30.09% on a YoY basis from 0.47 in Q1 2025.

Affiliated Managers (MGR) Equity Ratio (2009 - 2026) Analysis & Trends

Affiliated Managers' Equity Ratio history runs 18 years deep, the most recent figure standing at 0.33 for Q1 2026.

  • In Q1 2026, Equity Ratio fell 30.09% year-over-year to 0.33; the TTM figure through Mar 2026 stood at 0.33 (down 30.09% YoY), while the FY2025 annual figure was 0.45, down 6.83% from the prior year.
  • Equity Ratio was 0.33 for Q1 2026 at Affiliated Managers, down from 0.45 in the prior quarter.
  • In the past five years, Equity Ratio ranged from a high of 0.5 in Q4 2023 to a low of 0.33 in Q1 2026.
  • Historically, Equity Ratio has averaged 0.46 across 5 years, with a median of 0.47 in 2025.
  • The sharpest annual moves came in 2023 and 2026: Equity Ratio advanced 14.35% in 2023, then slumped 30.09% in 2026.
  • A 5-year view of Equity Ratio shows it stood at 0.47 in 2022, then rose by 7.29% to 0.5 in 2023, then fell by 3.51% to 0.49 in 2024, then declined by 6.83% to 0.45 in 2025, then declined by 27.48% to 0.33 in 2026.
  • The last three Equity Ratio figures came in at 0.33 (Q1 2026), 0.45 (Q4 2025), and 0.37 (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Ratio (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 0.33
2 Blackstone 96.85 Bn 95.80 Bn - 0.17
3 Kkr 86.45 Bn 133.96 Bn - 0.07
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 0.08
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 0.03
7 Northern Trust 31.92 Bn 31.92 Bn - 0.07
8 Raymond James Financial 30.62 Bn 19.37 Bn - 0.14
9 Ares Management 29.04 Bn 32.41 Bn - 0.29
10 Affiliated Managers - - - 0.33

Historic Data

Download Data
DateValue
Mar 31, 2026 0.33
Dec 31, 2025 0.45
Sep 30, 2025 0.37
Jun 30, 2025 0.47
Mar 31, 2025 0.47
Dec 31, 2024 0.49
Sep 30, 2024 0.48
Jun 30, 2024 0.48
Mar 31, 2024 0.50
Dec 31, 2023 0.50
Sep 30, 2023 0.50
Jun 30, 2023 0.49
Mar 31, 2023 0.47
Dec 31, 2022 0.47
Sep 30, 2022 0.43
Jun 30, 2022 0.43
Mar 31, 2022 0.42
Dec 31, 2021 0.42
Sep 30, 2021 0.39
Jun 30, 2021 0.39