Affiliated Managers (MGRD) Interest & Investment Income (2009 - 2026)

Affiliated Managers (MGRD) recorded quarterly Interest & Investment Income of $6.5 million in Q1 2026, down 64.67% quarter-over-quarter from $18.4 million in Q4 2025, and down 43.97% on a YoY basis from $11.6 million in Q1 2025.

Affiliated Managers (MGRD) Interest & Investment Income (2009 - 2026) Analysis & Trends

Affiliated Managers' Interest & Investment Income history runs 18 years deep, the most recent figure standing at $6.5 million for Q1 2026.

  • In Q1 2026, Interest & Investment Income fell 43.97% year-over-year to $6.5 million; the TTM figure through Mar 2026 stood at $78.0 million (up 9.7% YoY), while the FY2025 annual figure was $83.1 million, up 7.36% from the prior year.
  • Interest & Investment Income was $6.5 million for Q1 2026 at Affiliated Managers, down from $18.4 million in the prior quarter.
  • In the past five years, Interest & Investment Income ranged from a high of $115.6 million in Q4 2022 to a low of -$22.0 million in Q2 2022.
  • Historically, Interest & Investment Income has averaged $23.2 million across 5 years, with a median of $19.3 million in 2024.
  • The sharpest annual moves came in 2022 and 2023: Interest & Investment Income sank 204.27% in 2022, then soared 641.94% in 2023.
  • A 5-year view of Interest & Investment Income shows it stood at $115.6 million in 2022, then plunged by 74.13% to $29.9 million in 2023, then slumped by 41.81% to $17.4 million in 2024, then advanced by 5.75% to $18.4 million in 2025, then plunged by 64.67% to $6.5 million in 2026.
  • The last three Interest & Investment Income figures came in at $6.5 million (Q1 2026), $18.4 million (Q4 2025), and $27.6 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Int & Inv Inc (Qtr)
1 BlackRock 160.20 Bn 150.57 Bn - 90.00 Mn
2 Blackstone 96.40 Bn 95.35 Bn - 107.94 Mn
3 Kkr 85.87 Bn 133.39 Bn - 268.02 Mn
4 Apollo Global Management 79.90 Bn 98.63 Bn 5.04 Bn -
5 State Street 46.62 Bn 20.95 Bn - -
6 Ameriprise Financial 42.78 Bn 42.65 Bn 4.57 Bn -
7 Northern Trust 32.35 Bn 32.35 Bn - -
8 Ares Management 30.25 Bn 33.62 Bn - -
9 Raymond James Financial 30.24 Bn 18.99 Bn - -
10 Affiliated Managers - - - 6.50 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 6.50 Mn
Dec 31, 2025 18.40 Mn
Sep 30, 2025 27.60 Mn
Jun 30, 2025 25.50 Mn
Mar 31, 2025 11.60 Mn
Dec 31, 2024 17.40 Mn
Sep 30, 2024 22.80 Mn
Jun 30, 2024 19.30 Mn
Mar 31, 2024 18.00 Mn
Dec 31, 2023 29.90 Mn
Sep 30, 2023 23.00 Mn
Jun 30, 2023 26.50 Mn
Mar 31, 2023 38.00 Mn
Dec 31, 2022 115.60 Mn
Sep 30, 2022 3.10 Mn
Jun 30, 2022 -22.00 Mn
Mar 31, 2022 13.60 Mn
Dec 31, 2021 26.50 Mn
Sep 30, 2021 37.50 Mn
Jun 30, 2021 21.10 Mn