Artisan Partners Asset Management, Inc. (APAM)
NYSEFinancialsAsset ManagementSnapshot 2026-11-04
$40.46+4.68%
Close 2026-11-04 · 1-day change
NYSEFinancialsAsset ManagementSnapshot 2026-11-04
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 | -14.6% |
| Our one-year growth estimate | diamond | -2.7% |
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
Usually moved in the opposite direction.
Price observations: 365 days
Most sensitive to the broad stock market and real (inflation-adjusted) rates.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
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 11.9 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 23 industry peers · Company calendar date is not available
APAM — credit agreement
Dated 2026-09-25
Entry into a Material Definitive Agreement. On September 23, 2026, Artisan Partners Holdings LP (“Holdings”), of which Artisan Partners Asset Management Inc. (the “Company”) is the sole general partner, entered into a credit agreement (the “Credit Agreement”) providing for a $150 million five-year revolving credit facility with Bank of America, N.A. as administrative agent and letter of credit issuer, Citibank, N.A. as syndication agent, and BofA Securities, Inc., Citibank, N.A. and Royal Ban…
Why it matters: A client is moving part of its mandate to three managers. The shift may reduce AUM, though management said the revenue loss should be smaller.
Worry ifSeptember AUM shows Global Value near $32.2 billion, down about $6 billion from August's $40.0 billion.
Less concerning ifA later AUM report shows Global Value above $34.0 billion, with no further client cuts disclosed.
Why it matters: Management names credit and alternatives as areas for growth. The updates do not show progress.
Supportive ifA future AUM report shows Credit Team assets above September's $16.4 billion. It names a new strategy or client win.
Worry ifA future AUM report shows Credit Team assets below September's $16.4 billion. It names no new strategy or client win.
Why it matters: AUM fell from $183.5 billion in August to $168.7 billion in September. A recovery would ease concern about client outflows.
Supportive ifQ4 reported AUM rises above $168.7 billion, with net client flows at or above zero.
Worry ifQ4 reported AUM falls below $168.7 billion and net client outflows continue.
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.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$128 on $10,000 · ±1.3% | How much price usually moves either way. |
| Bad day | $299 loss on $10,000 · 3.0% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,990 loss on $10,000 · 29.9% | 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.