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| Date | Value |
|---|---|
| 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 |