8-K Announcements
6Apr 28, 2026·SEC
Apr 10, 2026·SEC
Mar 10, 2026·SEC
Artisan Partners Asset Management Inc. (APAM) fundamental analysis — strengths, weaknesses & financial health based on data analysis
* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.
Artisan Partners Asset Management Inc. (APAM) stock price & volume — 10-year historical chart
Artisan Partners Asset Management Inc. (APAM) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Artisan Partners Asset Management Inc. (APAM) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 28, 2026 | $0.87vs $0.91-4.4% | $303Mvs $304M-0.3% |
| Q1 2026 | Feb 3, 2026 | $1.26vs $1.11+13.5% | $336Mvs $324M+3.6% |
| Q4 2025 | Oct 28, 2025 | $1.02vs $0.97+5.2% | $301Mvs $322M-6.5% |
| Q3 2025 | Jul 29, 2025 | $0.83vs $0.82+1.2% | $272Mvs $300M-9.5% |
Artisan Partners Asset Management Inc. (APAM) competitors in Traditional active asset managers — business model, growth, and fundamentals comparison
Artisan Partners Asset Management Inc. (APAM) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Artisan Partners Asset Management Inc. (APAM) annual income statement — 10-year revenue, gross profit & net income history
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Net Interest Income | -11.45M | -11.22M | -11.05M | -10.8M | -10.24M | -9.58M | -2.27M | 1M | 3.3M |
| NII Growth % | 1.75% | 1.97% | 1.51% | 2.26% | 5.18% | 6.49% | 76.3% | 144.14% | 228.94% |
| Net Interest Margin % | -1.37% | -1.39% | -1.18% | -0.94% | -0.85% | -0.78% | -0.16% | 0.06% | 0.21% |
| Interest Income | 0 | 0 | 46K | 0 | 559K | 333K | 6.3M | 9.61M | 11.85M |
| Interest Expense | 11.45M | 11.22M | 11.1M | 10.8M | 10.8M | 9.91M | 8.57M | 8.61M | 8.55M |
| Loan Loss Provision | 391.43M | 401.94M | 388.84M | 425.01M | 552.25M | 500.49M | 520.82M | 585.51M | 641.03M |
| Non-Interest Income | 795.62M | 828.63M | 798.91M | 899.57M | 1.23B | 992.95M | 968.83M | 1.1B | 1.18B |
| Non-Interest Income % | 100% | 100% | 99.99% | 100% | 99.95% | 99.97% | 99.35% | 99.14% | 99.01% |
| Total Revenue | 795.62M▲ 0% | 828.63M▲ 4.1% | 798.95M▼ 3.6% | 899.57M▲ 12.6% | 1.23B▲ 36.4% | 993.28M▼ 19.1% | 975.13M▼ 1.8% | 1.11B▲ 14.0% | 1.2B▲ 7.6% |
| Revenue Growth % | 10.37% | 4.15% | -3.58% | 12.59% | 36.43% | -19.06% | -1.83% | 14.02% | 7.63% |
| Non-Interest Expense | 106.33M | 110.53M | 115.04M | 105.42M | 123.69M | 138.8M | 142.14M | 151.05M | 147.48M |
| Efficiency Ratio | 13.36% | 13.34% | 14.4% | 11.72% | 10.08% | 13.97% | 14.58% | 13.59% | 12.32% |
| Operating Income | 286.41M▲ 0% | 304.94M▲ 6.5% | 283.45M▼ 7.0% | 358.32M▲ 26.4% | 540.49M▲ 50.8% | 344.1M▼ 36.3% | 303.59M▼ 11.8% | 366.63M▲ 20.8% | 399.63M▲ 9.0% |
| Operating Margin % | 36% | 36.8% | 35.48% | 39.83% | 44.04% | 34.64% | 31.13% | 32.98% | 33.39% |
| Operating Income Growth % | 22.28% | 6.47% | -7.05% | 26.41% | 50.84% | -36.34% | -11.77% | 20.76% | 9% |
| Pretax Income | 571.25M▲ 0% | 301.79M▼ 47.2% | 269.27M▼ 10.8% | 369.3M▲ 37.1% | 551.55M▲ 49.4% | 311.83M▼ 43.5% | 383.69M▲ 23.0% | 440.55M▲ 14.8% | 489.14M▲ 11.0% |
| Pretax Margin % | 71.8% | 36.42% | 33.7% | 41.05% | 44.94% | 31.39% | 39.35% | 39.63% | 40.87% |
| Income Tax | 420.51M | 47.6M | 27.81M | 60.8M | 107.03M | 63.45M | 71.89M | 90.9M | 111.25M |
| Effective Tax Rate % | 73.61% | 15.77% | 10.33% | 16.46% | 19.4% | 20.35% | 18.74% | 20.63% | 22.74% |
| Net Income | 49.6M▲ 0% | 158.31M▲ 219.2% | 156.54M▼ 1.1% | 212.62M▲ 35.8% | 336.52M▲ 58.3% | 206.75M▼ 38.6% | 222.29M▲ 7.5% | 259.75M▲ 16.9% | 290.32M▲ 11.8% |
| Net Margin % | 6.23% | 19.1% | 19.59% | 23.64% | 27.42% | 20.82% | 22.8% | 23.36% | 24.26% |
| Net Income Growth % | -32.08% | 219.18% | -1.12% | 35.83% | 58.27% | -38.56% | 7.51% | 16.85% | 11.77% |
| Net Income (Continuing) | 150.74M | 254.19M | 241.46M | 308.5M | 444.52M | 248.38M | 311.8M | 349.65M | 377.8M |
| EPS (Diluted) | 0.75▲ 0% | 2.84▲ 278.7% | 2.65▼ 6.7% | 3.40▲ 28.3% | 5.09▲ 49.7% | 2.94▼ 42.2% | 3.19▲ 8.5% | 3.66▲ 14.7% | 4.05▲ 10.7% |
| EPS Growth % | -52.23% | 278.67% | -6.69% | 28.3% | 49.71% | -42.24% | 8.5% | 14.73% | 10.66% |
| EPS (Basic) | 0.75 | 2.84 | 2.65 | 3.40 | 5.10 | 2.94 | 3.19 | 3.66 | 4.05 |
| Diluted Shares Outstanding | 44.65M | 48.86M | 51.13M | 55.64M | 59.88M | 62.5M | 63.49M | 64.94M | 65.6M |
Artisan Partners Asset Management Inc. (APAM) balance sheet — assets, liabilities & shareholders' equity
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 159.17M | 174.91M | 143.63M | 198.82M | 200.14M | 143.25M | 178.47M | 268.22M | 255.51M |
| Cash & Due from Banks | 159.17M | 174.91M | 143.63M | 198.82M | 200.14M | 143.25M | 178.47M | 268.22M | 255.51M |
| Short Term Investments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Total Investments | 5.14B | 84.28M | 130.61M | 234.04M | 242.88M | 341.16M | 514.62M | 670.93M | 638.28M |
| Investments Growth % | -18.5% | -98.36% | 54.97% | 79.18% | 3.78% | 40.46% | 50.84% | 30.38% | -4.87% |
| Long-Term Investments | 158.99M | 84.28M | 130.61M | 234.04M | 242.88M | 341.16M | 514.62M | 670.93M | 638.28M |
| Accounts Receivables | 89.9M | 71.19M | 81.35M | 101.26M | 116.28M | 89.96M | 108.08M | 122.69M | 10.71M |
| Goodwill & Intangibles | -21.02M | -29.14M | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Goodwill | 429.21M | 429.13M | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Intangible Assets | -450.24M | -458.27M | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| PP&E (Net) | 21.02M | 29.14M | 126.65M | 115.18M | 123.95M | 149.51M | 141.38M | 124.84M | 138.3M |
| Other Assets | 193.99M | 63.39M | 3.1M | 6.94M | 7.74M | 4.33M | 5.56M | 4.19M | 25.29M |
| Total Current Assets | 262.23M | 258.67M | 237.36M | 313.75M | 335.57M | 262.58M | 307.77M | 409.41M | 420.72M |
| Total Non-Current Assets | 623.2M | 576.8M | 696.26M | 838.22M | 872.48M | 972.03M | 1.1B | 1.21B | 1.16B |
| Total Assets | 837.15M▲ 0% | 805.01M▼ 3.8% | 933.62M▲ 16.0% | 1.15B▲ 23.4% | 1.21B▲ 4.9% | 1.23B▲ 2.2% | 1.41B▲ 13.9% | 1.62B▲ 15.1% | 1.58B▼ 2.6% |
| Asset Growth % | -10.58% | -3.84% | 15.98% | 23.39% | 4.87% | 2.2% | 13.87% | 15.14% | -2.56% |
| Return on Assets (ROA) | 5.59% | 19.28% | 18.01% | 20.39% | 28.52% | 16.93% | 16.84% | 17.18% | 18.17% |
| Accounts Payable | 21.24M | 18.78M | 54.08M | 134.09M | 49.18M | 50.77M | 63.59M | 139.39M | 0 |
| Total Debt | 199.13M | 199.3M | 300.26M | 291.95M | 299.75M | 319.9M | 312.66M | 300.71M | 410.21M |
| Net Debt | 39.96M | 24.39M | 156.63M | 93.13M | 99.61M | 176.65M | 134.19M | 32.49M | 154.7M |
| Long-Term Debt | 199.13M | 199.3M | 199.1M | 199.28M | 199.44M | 199.05M | 199.27M | 199.43M | 289.33M |
| Short-Term Debt | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 20.69M |
| Other Liabilities | 119.71M | 74.39M | 65.45M | 28.66M | 26.7M | 50.51M | 42.58M | 66.73M | 384.37M |
| Total Current Liabilities | 410.25M | 390.84M | 429.41M | 546.56M | 474.6M | 449.56M | 446.87M | 501.4M | 20.69M |
| Total Non-Current Liabilities | 318.84M | 273.69M | 365.71M | 320.61M | 326.45M | 370.41M | 355.24M | 367.44M | 774.18M |
| Total Liabilities | 666.51M | 630.18M | 795.12M | 867.17M | 801.05M | 819.97M | 802.1M | 868.84M | 794.87M |
| Total Equity | 108.06M▲ 0% | 140.49M▲ 30.0% | 138.5M▼ 1.4% | 284.8M▲ 105.6% | 407M▲ 42.9% | 414.64M▲ 1.9% | 603.76M▲ 45.6% | 749.92M▲ 24.2% | 782.4M▲ 4.3% |
| Equity Growth % | -8.2% | 30% | -1.41% | 105.63% | 42.91% | 1.88% | 45.61% | 24.21% | 4.33% |
| Equity / Assets (Capital Ratio) | 12.91% | 17.45% | 14.83% | 24.72% | 33.69% | 33.58% | 42.95% | 46.33% | 49.6% |
| Return on Equity (ROE) | 43.94% | 127.38% | 112.22% | 100.46% | 97.29% | 50.33% | 43.65% | 38.38% | 37.89% |
| Book Value per Share | 2.42 | 2.88 | 2.71 | 5.12 | 6.80 | 6.63 | 9.51 | 11.55 | 11.93 |
| Tangible BV per Share | 2.89 | 3.47 | 2.71 | 5.12 | 6.80 | 6.63 | 9.51 | 11.55 | 11.93 |
| Common Stock | 756K | 769K | 778K | 786K | 790K | 796K | 799K | 804K | 807K |
| Additional Paid-in Capital | 147.91M | 97.55M | 89.15M | 107.74M | 141.84M | 171.42M | 193.72M | 220.84M | 236.33M |
| Retained Earnings | -37.87M | 38.62M | 44.45M | 72.94M | 134.89M | 93.09M | 132.13M | 170.04M | 203.39M |
| Accumulated OCI | -873K | -1.9M | -1.43M | -991K | -1.31M | -3.08M | -2.5M | -2.76M | -1.69M |
| Treasury Stock | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Preferred Stock | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Artisan Partners Asset Management Inc. (APAM) cash flow — operating, investing & free cash flow history
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Cash from Operations | 225.95M | 333.32M | 292.79M | 318.68M | 398.55M | 312.61M | 377.71M | 372.84M | 171.99M |
| Operating CF Growth % | -16.42% | 47.52% | -12.16% | 8.84% | 25.06% | -21.56% | 20.82% | -1.29% | -53.87% |
| Net Income | 150.74M | 138.86M | 241.46M | 308.5M | 444.52M | 248.38M | 202.41M | 349.65M | 377.88M |
| Depreciation & Amortization | 5.3M | 5.67M | 6.23M | 6.63M | 6.93M | 7.8M | 9.35M | 9.86M | 9.38M |
| Deferred Taxes | 104.5M | 24.61M | 26.91M | 32.66M | 38.02M | 29.24M | 0 | 44.18M | 55.16M |
| Other Non-Cash Items | -63.54M | 76.96M | -58.7M | -43.63M | -110.15M | -50.77M | 103.42M | -168.76M | -320.46M |
| Working Capital Changes | -33.93M | 33.66M | 33.8M | -22.51M | -20.43M | 36.43M | 62.53M | 105.43M | 21.49M |
| Cash from Investing | -4.7M | -14.34M | -17.51M | 18.75M | -26.97M | -63.73M | -67.18M | -24.87M | 35.25M |
| Purchase of Investments | -5.25M | -500K | -10K | -2.15M | -308.28M | -49.34M | -441.8M | -408.87M | -41.41M |
| Sale/Maturity of Investments | 6.38M | 0 | 288K | 24M | 12.81M | 5.16M | 383.25M | 292.49M | 77.33M |
| Net Investment Activity | 1.13M | -500K | 278K | 21.85M | -295.47M | -44.17M | -58.55M | -116.38M | 35.92M |
| Acquisitions | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Investing | 0 | 0 | 0 | 0 | 274.46M | 0 | 0 | 96.27M | 0 |
| Cash from Financing | -218.86M | -263.48M | -306.57M | -282.23M | -335.43M | -306.4M | -270.63M | -254.22M | -182.96M |
| Dividends Paid | -131.02M | -167.78M | -188.18M | -203.01M | -274.74M | -248.7M | -183.38M | -221.96M | -257.11M |
| Share Repurchases | -162.49M | -21.48M | 0 | -63.03M | -56.17M | 0 | 0 | -6.83M | 0 |
| Stock Issued | 162.49M | 0 | 0 | 63.03M | 0 | 0 | 0 | 0 | 0 |
| Net Stock Activity | 0 | -21.48M | 0 | 0 | -56.17M | 0 | 0 | -6.83M | 0 |
| Debt Issuance (Net) | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -1000K |
| Other Financing | -87.84M | -71.66M | -118.39M | -79.23M | -4.52M | -57.71M | -87.25M | -25.43M | 84.14M |
| Net Change in Cash | 2.39M▲ 0% | 15.74M▲ 558.5% | -31.28M▼ 298.7% | 55.2M▲ 276.5% | 1.32M▼ 97.6% | -57.52M▼ 4454.5% | 35.22M▲ 161.2% | 89.75M▲ 154.8% | -12.71M▼ 114.2% |
| Exchange Rate Effect | 0 | 0 | 0 | 0 | -34.82M | 0 | -4.68M | -4M | -36.99M |
| Cash at Beginning | 157.41M | 159.8M | 175.53M | 144.25M | 199.45M | 200.77M | 143.25M | 178.47M | 268.22M |
| Cash at End | 159.8M | 175.53M | 144.25M | 199.45M | 200.77M | 143.25M | 178.47M | 268.22M | 255.51M |
| Interest Paid | 11.02M | 10.69M | 10.65M | 10.26M | 10.21M | 10.3M | 0 | 7.68M | 0 |
| Income Taxes Paid | 25.3M | 20.73M | 18.59M | 35.48M | 70.34M | 31.57M | 0 | 42.72M | 57.03M |
| Free Cash Flow | 220.12M▲ 0% | 319.48M▲ 45.1% | 275.01M▼ 13.9% | 315.58M▲ 14.8% | 392.58M▲ 24.4% | 293.05M▼ 25.4% | 369.07M▲ 25.9% | 368.09M▼ 0.3% | 171.31M▼ 53.5% |
| FCF Growth % | -16.33% | 45.14% | -13.92% | 14.75% | 24.4% | -25.35% | 25.94% | -0.27% | -53.46% |
Artisan Partners Asset Management Inc. (APAM) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios
| Metric | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Return on Equity (ROE) | 62.35% | 43.94% | 127.38% | 112.22% | 100.46% | 97.29% | 50.33% | 43.65% | 38.38% | 37.89% |
| Return on Assets (ROA) | 7.76% | 5.59% | 19.28% | 18.01% | 20.39% | 28.52% | 16.93% | 16.84% | 17.18% | 18.17% |
| Net Interest Margin | -1.24% | -1.37% | -1.39% | -1.18% | -0.94% | -0.85% | -0.78% | -0.16% | 0.06% | 0.21% |
| Efficiency Ratio | 14.26% | 13.36% | 13.34% | 14.4% | 11.72% | 10.08% | 13.97% | 14.58% | 13.59% | 12.32% |
| Equity / Assets | 12.57% | 12.91% | 17.45% | 14.83% | 24.72% | 33.69% | 33.58% | 42.95% | 46.33% | 49.6% |
| Book Value / Share | 3.09 | 2.42 | 2.88 | 2.71 | 5.12 | 6.8 | 6.63 | 9.51 | 11.55 | 11.93 |
| NII Growth | 0.45% | 1.75% | 1.97% | 1.51% | 2.26% | 5.18% | 6.49% | 76.3% | 144.14% | 228.94% |
| Dividend Payout | 158% | 264.16% | 105.98% | 120.21% | 95.48% | 75.61% | 120.29% | 82.5% | 76.21% | 88.56% |
Artisan Partners Asset Management Inc. (APAM) SEC filings — annual & quarterly reports (10-K, 10-Q)
Apr 28, 2026·SEC
Apr 10, 2026·SEC
Mar 10, 2026·SEC
Artisan Partners Asset Management Inc. (APAM) stock FAQ — growth, dividends, profitability & financials explained
Artisan Partners Asset Management Inc. (APAM) grew revenue by 7.6% over the past year. This is steady growth.
Yes, Artisan Partners Asset Management Inc. (APAM) is profitable, generating $290.3M in net income for fiscal year 2025 (24.3% net margin).
Yes, Artisan Partners Asset Management Inc. (APAM) pays a dividend with a yield of 10.43%. This makes it attractive for income-focused investors.
Artisan Partners Asset Management Inc. (APAM) has a return on equity (ROE) of 37.9%. This is excellent, indicating efficient use of shareholder capital.
Artisan Partners Asset Management Inc. (APAM) has a net interest margin (NIM) of 0.2%. NIM has been under pressure due to interest rate environment.
Artisan Partners Asset Management Inc. (APAM) has an efficiency ratio of 12.3%. This is excellent, indicating strong cost control.
Artisan Partners Asset Management Inc. (APAM) financial analysis — history, returns, DCA and operating performance tools
Historical returns with dividends reinvested
Dollar cost averaging vs lump sum
Yield, growth, payout safety & DRIP
EPS trends, net income & profitability
Long-term charts & historical price data
Sales growth patterns & revenue breakdown
30 years of market, efficiency and balance-sheet ratios
DCF intrinsic value, peer multiples & estimates