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Ratios
Asset Utilization RatioAssets AverageEBIT MarginEBITDA MarginEBT MarginEnterprise ValueEquity AverageEquity RatioFCF MarginFCF Payout RatioInterest Coverage RatioInvested CapitalNet MarginReturn on AssetsReturn on EquityReturn on Invested CapitalReturn on SalesTimes Interest Earned

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

Affiliated Managers' quarterly Equity Ratio came in at 0.33 in Q1 2026, down 30.09% year-on-year from 0.47 in Q1 2025, and down 27.48% quarter-over-quarter from 0.45 in Q4 2025.

Affiliated Managers has reported Equity Ratio for 18 years, with the latest figure at 0.33 in Q1 2026.

  • For the quarter ending Q1 2026, Equity Ratio fell 30.09% year-over-year to 0.33; the trailing twelve-month figure through Mar 2026 stood at 0.33 (down 30.09% YoY), and the FY2025 full-year result was 0.45, down 6.83% from the prior year.
  • Equity Ratio for Q1 2026 stood at 0.33, down from 0.45 in the prior quarter.
  • The five-year high for Equity Ratio was 0.5 in Q4 2023, with the low at 0.33 in Q1 2026.
  • Average Equity Ratio over 5 years is 0.46, with a median of 0.47 recorded in 2025.
  • Year-over-year, Equity Ratio grew 14.35% in 2023 and slumped 30.09% in 2026.
  • Tracing MGRE's Equity Ratio over 5 years: stood at 0.47 in 2022, then gained by 7.29% to 0.5 in 2023, then retreated by 3.51% to 0.49 in 2024, then fell by 6.83% to 0.45 in 2025, then fell 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 158.51 Bn 148.89 Bn - 0.33
2 Blackstone 92.68 Bn 91.63 Bn - 0.17
3 Kkr 84.94 Bn 132.45 Bn - 0.07
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 0.48
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 0.08
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 0.03
8 Northern Trust 31.21 Bn 31.21 Bn - 0.07
9 Ares Management 28.85 Bn 32.22 Bn - 0.29
10 Affiliated Managers - - - 0.33

Historic Data

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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
Mar 31, 2021 0.41
Dec 31, 2020 0.42
Sep 30, 2020 0.43
Jun 30, 2020 0.45
Mar 31, 2020 0.47
Dec 31, 2019 0.46
Sep 30, 2019 0.47
Jun 30, 2019 0.50
Mar 31, 2019 0.49
Dec 31, 2018 0.50
Sep 30, 2018 0.51
Jun 30, 2018 0.51
Mar 31, 2018 0.52
Dec 31, 2017 0.53
Sep 30, 2017 0.51
Jun 30, 2017 0.51
Mar 31, 2017 0.51
Dec 31, 2016 0.51
Sep 30, 2016 0.48
Jun 30, 2016 0.47
Mar 31, 2016 0.47
Dec 31, 2015 0.49
Sep 30, 2015 0.48
Jun 30, 2015 0.47
Mar 31, 2015 0.47
Dec 31, 2014 0.47
Sep 30, 2014 0.51
Jun 30, 2014 0.52
Mar 31, 2014 0.51
Dec 31, 2013 0.50
Sep 30, 2013 0.48
Jun 30, 2013 0.51
Mar 31, 2013 0.34
Dec 31, 2012 0.49
Sep 30, 2012 0.32
Jun 30, 2012 0.49
Mar 31, 2012 0.36
Dec 31, 2011 0.48
Sep 30, 2011 0.48
Jun 30, 2011 0.34
Mar 31, 2011 0.33
Dec 31, 2010 0.45
Sep 30, 2010 0.45
Jun 30, 2010 0.50
Dec 31, 2009 0.44