Stock Scorecard



Stock Summary for Artisan Partners Asset Management Inc - Class A (APAM) - $40.27 as of 6/6/2025 7:04:26 PM EST

Total Score

15 out of 30

Safety Score

60 out of 100

Currently on the following lists
None
Tim's Recommendation
Possible Buy

Growth List Algorithm Criteria for APAM

Positive Quarterly and Annual earnings growth
P/E ratio less than Industry P/E Ratio
P/E ratio less than Sector P/E Ratio
P/E ratio that is half the Annual earnings growth rate (or less)
Positive net cash position the past year and most recent quarter
Equity to debt ratio greater than 0.75 for past year and most recent quarter
Positive net income past year and 12 trailing months
Free cash flow ratio greater than 0 and less than 10

Small Cap List Algorithm Criteria for APAM

Revenue growing by at least 20% average per year over the last 5 years
Market Capitalization under 2 billion
Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months
Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months
Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year

Dividend List Algorithm Criteria for APAM

Declared an ex-dividend date
Forward annual dividend rate greater than 2
Positive net cash position the past year and most recent quarter
Equity to debt ratio greater than 0.75 for past year and most recent quarter
Current ratio most recent quarter greater than 2
Cash Flow per Share greater than Trailing Dividend Rate

Bonus Criteria for APAM

P/E ratio less than five-year Average P/E ratio
Last Price to 52 Week Low Ratio Less Than 1
Total Cash Per Share > Last Day Price
P/S Ratio < 1
P/B Ratio < 1

Safety Rating Criteria for APAM (60 out of 100)

Stock Price Rating (Max of 10) 8
Historical Stock Price Rating (Max of 10) 8
Stock Price Trend (Max of 10) 9
Book Value (Max of 10) 4
Book Value to Price (Max of 10) 0
Analyst Buy Ratings (Max of 5) 0
Analyst Strong Buy Ratings (Max of 5) 3
Dividend Yield Percentage (Max of 10) 8
Operating Margin (Max of 10) 6
Trading Volume (Max of 10) 5
Price to Earnings (Max of 10) 9
Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) 0

Latest News for for APAM

Artisan Partners Asset Management Inc. Reports April 2025 Assets Under Management 5/9/2025 8:16:00 PM
Artisan Partners Asset Management Inc. Reports 1Q25 Results 4/29/2025 8:16:00 PM
Artisan Partners Asset Management Inc. to Announce 1Q25 Results on April 29, 2025 4/15/2025 8:16:00 PM
Artisan Partners Asset Management Inc. Reports March 2025 Assets Under Management 4/9/2025 8:16:00 PM
Artisan Partners Asset Management Inc. Reports February 2025 Assets Under Management - Artisan Partners Asset ( NYSE:APAM ) 3/11/2025 8:16:00 PM
Artisan Partners Asset Management Inc. Reports February 2025 Assets Under Management 3/11/2025 8:16:00 PM
TROW Stock Touches 52-Week Low: Buy the Dip or Cut Your Losses? 3/10/2025 3:57:00 PM
Artisan Partners ( APAM ) Down 6.3% Since Last Earnings Report: Can It Rebound? 3/6/2025 4:31:00 PM
Zacks Industry Outlook Artisan Partners Asset Management and GCM Grosvenor 3/6/2025 7:31:00 AM
2 Investment Management Stocks to Buy Amid Industry Headwinds 3/5/2025 1:53:00 PM

Financial Details for APAM

Company Overview

Ticker APAM
Company Name Artisan Partners Asset Management Inc - Class A
Country USA
Description Artisan Partners Asset Management Inc. is a publicly owned investment manager. The company is headquartered in Milwaukee, Wisconsin with additional offices in Atlanta, Georgia; New York City; San Francisco, California; Leawood, Kansas; and London, United Kingdom.
Sector Name FINANCE
Industry Name INVESTMENT ADVICE
Most Recent Quarter 3/31/2025
Next Earnings Date 7/21/2025

Stock Price History

Last Day Price 40.27
Price 4 Years Ago 35.65
Last Day Price Updated 6/6/2025 7:04:26 PM EST
Last Day Volume 319,190
Average Daily Volume 629,446
52-Week High 47.30
52-Week Low 32.25
Last Price to 52 Week Low 24.87%

Valuation Measures

Trailing PE 11.06
Industry PE 44.59
Sector PE 20.61
5-Year Average PE 17.31
Free Cash Flow Ratio 13.33
Industry Free Cash Flow Ratio 24.83
Sector Free Cash Flow Ratio 12.49
Current Ratio Most Recent Quarter 0.83
Total Cash Per Share 3.02
Book Value Per Share Most Recent Quarter 5.06
Price to Book Ratio 7.96
Industry Price to Book Ratio 5.08
Sector Price to Book Ratio 2.05
Price to Sales Ratio Twelve Trailing Months 2.54
Industry Price to Sales Ratio Twelve Trailing Months 4.99
Sector Price to Sales Ratio Twelve Trailing Months 3.14
Analyst Buy Ratings 0
Analyst Strong Buy Ratings 1

Share Statistics

Total Shares Outstanding 70,428,000
Market Capitalization 2,836,135,560
Institutional Ownership N/A

Dividends

Ex-Dividend Date 5/16/2025
Previous Dividend Amount 0.5000
Current Dividend Amount 0.6800
Total Years Dividend Increasing 0
Trailing Annual Dividend Rate 2.84
Trailing Annual Dividend Yield 7.01%
Forward Annual Dividend Rate 2.72
Forward Annual Dividend Yield 6.71%
5-Year Dividend Payments Count 25
3-Year Average Dividend Yield 6.86%
5-Year Average Dividend Yield 8.95%
1-Year Dividend Growth Rate Percentage -3.55%
3-Year Dividend Growth Rate Percentage -1.79%
5-Year Dividend Growth Rate Percentage -8.73%
All-Time Dividend Growth Rate Percentage 2.51%
Dividend Payout Ratio 77.81%

Income Statement

Quarterly Earnings Growth YOY -2.40%
Annual Earnings Growth 16.85%
Reported EPS 12 Trailing Months 3.64
Reported EPS Past Year 0.83
Reported EPS Prior Year 3.55
Net Income Twelve Trailing Months 261,367,000
Net Income Past Year 259,748,000
Net Income Prior Year 222,289,000
Quarterly Revenue Growth YOY 4.80%
5-Year Revenue Growth 6.83%
Operating Margin Twelve Trailing Months 31.20%

Balance Sheet

Total Cash Most Recent Quarter 212,890,000
Total Cash Past Year 268,218,000
Total Cash Prior Year 178,467,000
Net Cash Position Most Recent Quarter 13,419,000
Net Cash Position Past Year 68,788,000
Long Term Debt Past Year 199,430,000
Long Term Debt Prior Year 199,267,000
Total Debt Most Recent Quarter 199,471,000
Equity to Debt Ratio Past Year 0.66
Equity to Debt Ratio Most Recent Quarter 0.66
Total Stockholder Equity Past Year 388,924,000
Total Stockholder Equity Prior Year 324,151,000
Total Stockholder Equity Most Recent Quarter 394,600,000

Free Cash Flow

Free Cash Flow Twelve Trailing Months 413,728,000
Free Cash Flow Per Share Twelve Trailing Months 5.87
Free Cash Flow Past Year 368,086,000
Free Cash Flow Prior Year 244,397,000

Options

Put/Call Ratio 0.00
Has Options Options Chain
Liquidity Rating

Technical Analysis

Yahoo Finance Chart Yahoo Finance Chart
MACD 0.45
MACD Signal 0.76
20-Day Bollinger Lower Band 34.42
20-Day Bollinger Middle Band 39.88
20-Day Bollinger Upper Band 45.34
Beta 1.67
RSI 53.20
50-Day SMA 40.36
150-Day SMA 34.78
200-Day SMA 34.23

System

Modified 6/6/2025 5:28:51 PM EST