Affiliated Managers (MGRD) Retained Earnings (2009 - 2026)

Affiliated Managers (MGRD) recorded quarterly Retained Earnings of $7.7 billion in Q1 2026, up 1.45% quarter-over-quarter from $7.6 billion in Q4 2025, and up 10.81% on a YoY basis from $7.0 billion in Q1 2025.

Affiliated Managers (MGRD) Retained Earnings (2009 - 2026) Analysis & Trends

Affiliated Managers' Retained Earnings history runs 18 years deep, the most recent figure standing at $7.7 billion for Q1 2026.

  • In Q1 2026, Retained Earnings rose 10.81% year-over-year to $7.7 billion; the TTM figure through Mar 2026 stood at $7.7 billion (up 10.81% YoY), while the FY2025 annual figure was $7.6 billion, up 10.37% from the prior year.
  • Retained Earnings was $7.7 billion for Q1 2026 at Affiliated Managers, up from $7.6 billion in the prior quarter.
  • In the past five years, Retained Earnings ranged from a high of $7.7 billion in Q1 2026 to a low of $4.7 billion in Q1 2022.
  • Historically, Retained Earnings has averaged $6.4 billion across 5 years, with a median of $6.5 billion in 2024.
  • The sharpest annual moves came in 2023 and 2025: Retained Earnings grew 25.36% in 2023, then gained 6.62% in 2025.
  • A 5-year view of Retained Earnings shows it stood at $5.7 billion in 2022, then increased by 11.74% to $6.4 billion in 2023, then increased by 7.98% to $6.9 billion in 2024, then gained by 10.37% to $7.6 billion in 2025, then advanced by 1.45% to $7.7 billion in 2026.
  • The last three Retained Earnings figures came in at $7.7 billion (Q1 2026), $7.6 billion (Q4 2025), and $7.3 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Retained Earnings (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 39.18 Bn
2 Blackstone 96.85 Bn 95.80 Bn - -15.77 Mn
3 Kkr 86.45 Bn 133.96 Bn - 14.08 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 5.16 Bn
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 28.43 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - 17.07 Bn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 14.49 Bn
9 Ares Management 29.04 Bn 32.41 Bn - -1.66 Bn
10 Affiliated Managers - - - 7.73 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 7.73 Bn
Dec 31, 2025 7.62 Bn
Sep 30, 2025 7.27 Bn
Jun 30, 2025 7.06 Bn
Mar 31, 2025 6.97 Bn
Dec 31, 2024 6.90 Bn
Sep 30, 2024 6.74 Bn
Jun 30, 2024 6.61 Bn
Mar 31, 2024 6.54 Bn
Dec 31, 2023 6.39 Bn
Sep 30, 2023 6.19 Bn
Jun 30, 2023 5.98 Bn
Mar 31, 2023 5.85 Bn
Dec 31, 2022 5.72 Bn
Sep 30, 2022 4.94 Bn
Jun 30, 2022 4.83 Bn
Mar 31, 2022 4.72 Bn
Dec 31, 2021 4.57 Bn
Sep 30, 2021 4.39 Bn
Jun 30, 2021 4.26 Bn