Affiliated Managers (MGRB) Equity Ratio (2009 - 2026)
Affiliated Managers (MGRB) 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 (MGRB) 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 | 160.20 Bn | 150.57 Bn | - | 0.33 |
| 2 | Blackstone | 96.40 Bn | 95.35 Bn | - | 0.17 |
| 3 | Kkr | 85.87 Bn | 133.39 Bn | - | 0.07 |
| 4 | Apollo Global Management | 79.90 Bn | 98.63 Bn | 5.04 Bn | 0.08 |
| 5 | State Street | 46.62 Bn | 20.95 Bn | - | - |
| 6 | Ameriprise Financial | 42.78 Bn | 42.65 Bn | 4.57 Bn | 0.03 |
| 7 | Northern Trust | 32.35 Bn | 32.35 Bn | - | 0.07 |
| 8 | Ares Management | 30.25 Bn | 33.62 Bn | - | 0.29 |
| 9 | Raymond James Financial | 30.24 Bn | 18.99 Bn | - | 0.14 |
| 10 | Affiliated Managers | - | - | - | 0.33 |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |