The earnings call highlighted significant positive developments, including leadership transition, recognition for investment excellence, strong performance in credit and emerging market strategies, and increased AUM. However, these were balanced by challenges such as net client cash outflows, closure of a strategy, and muted gross flow levels. Overall, the positive performance and strategic milestones were offset by notable challenges, creating a balanced outlook.

Company Guidance

During the second quarter of 2025 earnings call, Artisan Partners Asset Management provided several key guidance metrics. The firm reported an ending AUM of $176 billion, reflecting an 8% increase from the previous quarter, driven by strong equity market returns. However, there were net client cash outflows of $1.9 billion, influenced by lower gross equity inflows and outflows. Despite this, the firm's fixed income business marked its 12th consecutive quarter of positive flows. Revenue for the quarter rose by 2% from the previous quarter and by 4% year-over-year, with a weighted average recurring fee rate of 68 basis points. Adjusted operating expenses increased by 3% from the first quarter of 2025 and by 5% from the same quarter last year, mainly due to higher incentive compensation. The firm also announced an increase in its quarterly dividend to $0.73 per share, a 7% rise from the prior quarter. Looking ahead, the third quarter is expected to benefit from the absence of $2.4 million in costs associated with the closure of the China Post-Venture strategy.

Successful Leadership Transition

Eric Colson transitioned to Executive Chair, while Jason Gottlieb took over as CEO, marking a smooth leadership change for Artisan Partners Asset Management.

Recognition of Investment Excellence

Bryan Krug received Morningstar's 2025 Investment Excellence Award for Outstanding Fixed Income Portfolio Manager, and David Samra was a finalist for the 2025 U.S. Morningstar Award for Investing Excellence: Outstanding Equity Portfolio Manager.

Strong Performance in Credit Strategies

The Credit team's High Income strategy outperformed its benchmark by 170 basis points annually, and the Credit Opportunity strategy has generated 10.23% annual returns net of fees since inception.

Developing World Strategy Milestone

The Developing World strategy reached a 10-year track record with a capital compounding rate of 11.59% annually, beating its index by 678 basis points after fees.

Positive Emerging Markets Flows

Artisan Partners raised a net $700 million across emerging market strategies, with each showing positive year-to-date net flows.

Increased Assets Under Management

The firm's ending AUM reached $176 billion, an 8% increase compared to the previous quarter.

12th Consecutive Quarter of Positive Fixed Income Flows

The firm reported continued positive flows in its fixed income business for the 12th consecutive quarter.

Dividend Increase

A quarterly dividend of $0.73 per share was declared, representing a 7% increase over the prior quarter.

Artisan Partners (APAM) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

APAM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q3)	0.95 / -	0.92	―	―	―
Aug 01, 2025	2025 (Q2)	0.81 / 0.83	0.82	1.22% (+0.01)
Apr 29, 2025	2025 (Q1)	0.75 / 0.83	0.76	9.21% (+0.07)
Feb 04, 2025	2024 (Q4)	0.95 / 1.05	0.78	34.62% (+0.27)
Oct 29, 2024	2024 (Q3)	0.90 / 0.92	0.75	22.67% (+0.17)
Jul 23, 2024	2024 (Q2)	0.84 / 0.82	0.71	15.49% (+0.11)
Apr 23, 2024	2024 (Q1)	0.77 / 0.76	0.64	18.75% (+0.12)
Jan 30, 2024	2023 (Q4)	0.74 / 0.78	0.65	20.00% (+0.13)
Oct 31, 2023	2023 (Q3)	0.74 / 0.75	0.7	7.14% (+0.05)
Aug 01, 2023	2023 (Q2)	0.73 / 0.71	0.79	-10.13% (-0.08)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

APAM Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 01, 2025	$44.16	$45.89	+3.92%
Apr 29, 2025	$36.42	$35.86	-1.54%
Feb 04, 2025	$41.91	$42.12	+0.50%
Oct 29, 2024	$40.26	$41.75	+3.70%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Artisan Partners (APAM) report earnings?

Artisan Partners (APAM) is schdueled to report earning on Nov 04, 2025, After Close (Confirmed).

What is Artisan Partners (APAM) earnings time?

Artisan Partners (APAM) earnings time is at Nov 04, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is APAM EPS forecast?

APAM EPS forecast for the fiscal quarter 2025 (Q3) is 0.95.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing