Artisan Partners Asset Management Inc (APAM)
NYSE:APAM
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Earnings Data
Report Date
Aug 04, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.9Last Year’s EPS
0.83Same Quarter Last Year
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced picture: strong long-term investment performance, institutional recognition, growing credit and alternatives franchises, product and talent expansion, and a solid capital position were notable positives. These were offset by meaningful near-term pressures including $3.1 billion of Q1 net outflows concentrated in equities, sequential declines in revenue and adjusted earnings (driven by the absence of performance fees and higher expenses), and short-term underperformance in a few large equity strategies. Management highlighted recovery in AUM, continued credit and alternatives momentum, and an active M&A/product pipeline, but acknowledged ongoing work to address equity-driven outflows.Company Guidance
Strong Long-Term Investment Performance
74% of AUM outperformed benchmarks over 3 years, 76% over 5 years, and 99% over 10 years (gross of fees). All 12 strategies with >10-year track records have outperformed since inception net of fees, compounding capital at average annual rates between 6% and nearly 13% and beating benchmarks by an average of 202 basis points annually net of fees.
Industry Recognition and Fund Awards
Morningstar nominated Global Value team’s Dan O’Keefe for the 2026 Investing Excellence award. Lipper named Global Value Fund Institutional Class best in its Global Large Cap Value category (3-, 5-, 10-year), Select Equity Fund Institutional Class best in Global Multicap Value (3-year), and M Sites Capital Group’s Global Unconstrained Fund Institutional Class best in Global Income Funds (3-year).
Assets Under Management and Recovery
AUM was $173 billion as of 03/31/2026 (down 4% from December, up 7% YoY). Average AUM $182 billion (up 1% sequentially and up 9% YoY). AUM recovered to nearly $184 billion by late April, close to the all-time high reached in late February.
Positive Net Inflows in Credit and Alternatives
Credit businesses had $800 million of net inflows in Q1—the fifteenth consecutive quarter of positive credit flows. Alternatives raised $300 million in Q1 (primarily Global Unconstrained). Sustainable Emerging Markets raised $250 million in Q1 and AUM is nearing $3 billion.
New Product/Platform Expansion and Talent Onboarding
Onboarded Grand View Property Partners (real estate private equity) with groundwork to launch a flagship fund later this year. Added distribution talent in EMEA and intermediate wealth channels and filed for exemptive relief to offer ETF share classes of mutual funds.
Business Development Momentum Across Strategies
Net inflows year-to-date in 13 investment strategies. Franchise Fund raised ~$400 million in the quarter (approaching $1 billion AUM). Mid Cap Growth shows meaningful performance turnaround; Global Discovery has improving pipeline activity.
Financial Position and Capital Flexibility
Strong balance sheet with $271 million cash. Redeemed ~$50 million of seed capital (seed investments now ~$110 million). After the quarterly dividend, retained approximately $150 million excess capital to support organic growth, M&A, or shareholder returns.
Clear M&A and Product Roadmap
Management focused on expanding credit and alternatives, sees a strengthened M&A pipeline vs prior periods and a reasonable chance of completing a credit acquisition by year-end; ongoing R&D on two additional initiatives.
APAM Earnings History
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 |
|---|---|---|---|
Apr 30, 2026 | $37.44 | $37.55 | +0.29% |
Feb 03, 2026 | $42.94 | $42.38 | -1.30% |
Oct 28, 2025 | $41.72 | $41.17 | -1.31% |
Aug 01, 2025 | $41.70 | $43.34 | +3.93% |
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 Asset Management Inc (APAM) report earnings?
Artisan Partners Asset Management Inc (APAM) is schdueled to report earning on Aug 04, 2026, After Close (Confirmed).
What is Artisan Partners Asset Management Inc (APAM) earnings time?
Artisan Partners Asset Management Inc (APAM) earnings time is at Aug 04, 2026, 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 2026 (Q2) is 0.9.