Artisan Partners Asset Management, Inc. (APAM)
NYSEFinancialsAsset ManagementSnapshot 2026-09-04
$41.57+1.02%
Close 2026-09-04 · 1-day change
NYSEFinancialsAsset ManagementSnapshot 2026-09-04
QuarterlyIQ Insights · APAM
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 sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -7.2% |
| Our one-year growth estimate | diamond | 3.2% |
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 10.4 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 35 industry peers
APAM — earnings miss
Dated 2026-04-28
Results of Operations and Financial Condition On April 28, 2026 , Artisan Partners Asset Management Inc. (the “Company”) issued a press release announcing the availability of certain consolidated financial and operating results for the three months ended March 31, 2026. Copies of the press release and the full earnings release are attached hereto as Exhibit 99.1 and 99.2, respectively, and are incorporated herein by reference. The information furnished in this Item 2.02, including the exhibit…
Why it matters: The loss of a $5.7 billion mandate could impact overall revenue. Monitoring AUM changes helps assess business health.
Worry ifTotal AUM drops below $180 billion after the U.S. Value Team mandate loss.
Less concerning ifTotal AUM remains above $180 billion despite the mandate loss.
Why it matters: The dividend reflects cash flow health. A cut or omission would raise concerns.
Worry ifManagement will announce a dividend. It will match the target of 80% of cash from operations.
Less concerning ifManagement cuts or skips the dividend payment.
Why it matters: The dividend reflects cash flow health. A stable dividend shows strong cash generation.
Supportive ifManagement plans a quarterly dividend of 80% or more from cash flow.
Worry ifDividend is less than 80% of cash from operations.
Why it matters: AUM is key for revenue. A drop below this level signals potential revenue issues.
Worry ifAUM reported below $183 billion in the next update.
Less concerning ifAUM remains above $183 billion in the next update.
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 | ±$117 on $10,000 · ±1.2% | How much price usually moves either way. |
| Bad day | $257 loss on $10,000 · 2.6% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,379 loss on $10,000 · 23.8% | 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: Ongoing outflows might mean bigger problems with this strategy. This could affect overall assets under management.
Worry ifNet outflows from the Value Equity strategy exceed $5.7 billion in the next quarter.
Less concerning ifNet inflows or stable assets in the Value Equity strategy.
Why it matters: A drop in revenue growth below the median could signal a shift in the financial sector's health.
Watch forSector revenue growth drops below its median of 15%.
Also watch forSector revenue growth remains above its median of 15%.
Why it matters: The wind-down could affect total AUM and revenue, which might hurt investor trust.
Worry ifManagement provides updates on the orderly wind-down process of the U.S. Value team's strategies.
Less concerning ifNo updates or a positive report on the U.S. Value team's performance.
Why it matters: Growth in these areas is a priority. Slow growth may signal strategic issues.
Supportive ifCredit and alternatives AUM grows by more than 5% in the next quarter.
Worry ifCredit and alternatives AUM growth is less than 5% in the next quarter.
Why it matters: Paying the dividend reflects strong cash flow and commitment to shareholders.
Supportive ifArtisan plans to pay a quarterly dividend of at least 80% of cash from operations.
Worry ifArtisan does not pay a dividend or cuts the payout a lot.
Why it matters: The loss of $5.7 billion in AUM could signal broader issues in client retention.
Worry ifAUM reported below $180 billion in the next quarterly update.
Less concerning ifAUM remains above $180 billion despite the mandate loss.
Why it matters: If it drops below this level, it shows big money leaving. This would hurt revenue and growth.
Worry ifAUM is below $180 billion. This means clients are pulling out a lot of money.
Less concerning ifAUM is above $180 billion. This shows that client assets are stable.
Why it matters: Strong growth in these areas fits management's plan and may improve overall performance.
Supportive ifCredit and alternatives AUM is over $15 billion in the next update.
Worry ifAUM in credit and alternatives fails to grow or declines.