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Upturn AI SWOT - About
APAM 
Artisan Partners Asset Management Inc (APAM)
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Upturn Advisory Summary
04/01/2025: APAM (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -23.04% | Avg. Invested days 36 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.74B USD | Price to earnings Ratio 10.68 | 1Y Target Price 43.56 |
Price to earnings Ratio 10.68 | 1Y Target Price 43.56 | ||
Volume (30-day avg) 580131 | Beta 1.82 | 52 Weeks Range 35.48 - 48.04 | Updated Date 03/31/2025 |
52 Weeks Range 35.48 - 48.04 | Updated Date 03/31/2025 | ||
Dividends yield (FY) 7.62% | Basic EPS (TTM) 3.66 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 23.36% | Operating Margin (TTM) 37.08% |
Management Effectiveness
Return on Assets (TTM) 15.19% | Return on Equity (TTM) 51.66% |
Valuation
Trailing PE 10.68 | Forward PE 11.2 | Enterprise Value 2769720745 | Price to Sales(TTM) 2.46 |
Enterprise Value 2769720745 | Price to Sales(TTM) 2.46 | ||
Enterprise Value to Revenue 2.49 | Enterprise Value to EBITDA 6.03 | Shares Outstanding 70005904 | Shares Floating 62338878 |
Shares Outstanding 70005904 | Shares Floating 62338878 | ||
Percent Insiders 2.76 | Percent Institutions 93.21 |
Analyst Ratings
Rating 3 | Target Price 44.12 | Buy 1 | Strong Buy - |
Buy 1 | Strong Buy - | ||
Hold 2 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Artisan Partners Asset Management Inc
Company Overview
History and Background
Artisan Partners Asset Management Inc. was founded in 1994. It is an investment management firm focused on providing high value-added investment strategies to sophisticated clients globally. It has grown organically and through targeted acquisitions.
Core Business Areas
- Investment Management: Offers a range of investment strategies across various asset classes, including growth, value, and global equities, as well as fixed income.
Leadership and Structure
The leadership team consists of experienced investment professionals and business executives. The company operates with autonomous investment teams, each managing distinct strategies.
Top Products and Market Share
Key Offerings
- Growth Equity Strategies: These strategies focus on companies with high growth potential. Competitors include Baillie Gifford, T. Rowe Price, and Jennison Associates.
- Value Equity Strategies: These strategies focus on undervalued companies. Competitors include Dodge & Cox, Tweedy, Browne Company LLC, and Pzena Investment Management.
- Global Equity Strategies: These strategies invest in global markets. Competitors include Harding Loevner, MFS Investment Management, and Schroder Investment Management.
- Fixed Income Strategies: These strategies focus on fixed income securities. Competitors include PIMCO, BlackRock, and DoubleLine Capital.
Market Dynamics
Industry Overview
The asset management industry is characterized by intense competition, changing investor preferences, and increasing regulatory scrutiny. Trends include the rise of passive investing and the growing importance of ESG factors.
Positioning
Artisan Partners positions itself as a high-conviction, active investment manager with a focus on differentiated investment strategies and strong investment team autonomy. Its competitive advantage lies in its talent and investment independence.
Total Addressable Market (TAM)
The global asset management market is estimated to be hundreds of trillions of dollars. Artisan Partners is positioned to capture a portion of this TAM through its active management strategies. Active Management market expected to grow to $150 Trillion by 2030.
Upturn SWOT Analysis
Strengths
- Strong investment performance across multiple strategies
- Experienced and autonomous investment teams
- Well-defined investment philosophy
- Solid reputation with institutional and high-net-worth clients
Weaknesses
- Dependence on key investment professionals
- Potential for underperformance relative to benchmarks
- Vulnerability to market fluctuations
- Fee pressure from passive investment options
Opportunities
- Expansion into new asset classes and geographies
- Increased demand for active management in specific niches
- Growth in sustainable and responsible investing
- Strategic acquisitions to broaden capabilities
Threats
- Increased competition from larger asset managers
- Regulatory changes impacting the asset management industry
- Economic downturns negatively affecting asset values
- Shift towards passive investing
Competitors and Market Share
Key Competitors
- BLK
- TROW
- JPM
- MS
- GS
- WCLD
Competitive Landscape
Artisan Partners competes with a wide range of asset managers, from large global players to smaller boutique firms. Its advantages include its independent investment teams and differentiated strategies. Disadvantages include smaller scale compared to the largest competitors.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Artisan Partners has historically grown through organic asset growth and strategic acquisitions. Growth rates have varied depending on market conditions and investment performance.
Future Projections: Future growth projections are based on analyst estimates, which vary depending on market conditions and company performance. Projecting growth requires access to specific financial analyst reports.
Recent Initiatives: Recent initiatives may include launching new investment strategies, expanding into new markets, or implementing new technologies.
Summary
Artisan Partners Asset Management Inc. is a relatively small firm focusing on active asset management with autonomous investment teams, giving them a specialized edge. They have a well-defined investment philosophy, but are smaller relative to competitors in the market. It needs to look out for a potential shift away from active asset management.
Similar Companies
- BLK
- TROW
- JPM
- MS
- GS
- WCLD
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Financial News Outlets
- Industry Reports
- Analyst Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is based on estimates and may not be precise. Financial data and projections are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Artisan Partners Asset Management Inc
Exchange NYSE | Headquaters Milwaukee, WI, United States | ||
IPO Launch date 2013-03-07 | CEO & Director Mr. Eric Richard Colson C.F.A. | ||
Sector Financial Services | Industry Asset Management | Full time employees 584 | Website https://www.artisanpartners.com |
Full time employees 584 | Website https://www.artisanpartners.com | ||
Artisan Partners Asset Management Inc. is publicly owned investment manager. It provides its services to pension and profit sharing plans, trusts, endowments, foundations, charitable organizations, government entities, private funds and non-U.S. funds, as well as mutual funds, non-U.S. funds and collective trusts. It manages separate client-focused equity and fixed income portfolios. The firm invests in the public equity and fixed income markets across the globe. It invests in growth and value stocks of companies across all market capitalization. For fixed income component of its portfolio the firm invests in non-investment grade corporate bonds and secured and unsecured loans. It employs fundamental analysis to create its portfolios. Artisan Partners Asset Management Inc. was founded in 1994 and is based in Milwaukee, Wisconsin with additional offices in Atlanta, Georgia; New York City; San Francisco, California; Leawood, Kansas; and London, United Kingdom.
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