Acadian Asset Management Inc. (AAMI)
NYSEFinancialsAsset ManagementSnapshot 2026-09-04
$93.58+1.45%
Close 2026-09-04 · 1-day change
NYSEFinancialsAsset ManagementSnapshot 2026-09-04
QuarterlyIQ Insights · AAMI
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance dropped from the top half to the bottom half of its industry over the past month — the reason to own it has weakened.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 50.5% |
| Our one-year growth estimate | diamond | 26.3% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 24.2 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 35 industry peers
AAMI — director appointment
Dated 2026-06-11
Annual board election with no significant changes in management.
Why it matters: AUM growth shows strong demand from clients. It also means good product strategies.
Supportive ifAUM reported at the Investor Forum exceeds $220 billion.
Worry ifAUM reported at the Investor Forum is below $210 billion.
Why it matters: Slow growth in AUM may show trouble in getting new clients or keeping old ones. This is important for long-term success.
Worry ifAUM growth slows to below 50% YoY.
Less concerning ifAUM growth remains at or above 50% YoY.
Why it matters: Exceeding this threshold would show strong revenue growth and client retention. It reflects the firm's ability to attract and maintain assets under management.
Supportive ifManagement fees go over $180 million this quarter.
Worry ifManagement fees fall below $180 million this quarter.
Why it matters: Operating margin shows how well a company controls costs and grows revenue. A steady or better margin shows good management.
Watch forIn Q2 2026, the operating margin rises above 38%.
Also watch forOperating margin for Q2 2026 drops below 35%.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$164 on $10,000 · ±1.6% | How much price usually moves either way. |
| Bad day | $353 loss on $10,000 · 3.5% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,614 loss on $10,000 · 16.1% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Crossing this threshold would reflect strong growth and client confidence in Acadian's strategies.
Supportive ifA press release confirming AUM has surpassed $220 billion.
Worry ifAUM is below $210 billion. This shows growth is slowing.
Why it matters: Sustained high net cash flows show strong demand for Acadian's investment strategies.
Supportive ifNet client cash flows exceed $20 billion in Q2 2026.
Worry ifNet client cash flows drop below $15 billion in Q2 2026.
Why it matters: If the ENI operating margin drops, it may mean costs are rising or efficiency is lower.
Worry ifENI operating margin was below 40% for Q3 2026.
Less concerning ifENI operating margin remains at or above 40% for Q3 2026.
Why it matters: A drop in net client cash flows could signal weakening demand for Acadian's strategies.
Worry ifQ3 net client cash flows reported below $4 billion.
Less concerning ifQ3 net client cash flows remain above $4 billion.
Why it matters: Slower growth in management fees may show trouble keeping revenue up.
Worry ifRecurring management fees grew less than 20% compared to last year.
Less concerning ifRecurring management fees grew more than 20% compared to last year.
Why it matters: New plans or strategies could change future performance and how investors feel.
Supportive ifNew product offerings or growth plans will be announced at the Investor Forum.
Worry ifNo big announcements were made at the Investor Forum.