AAMI at a glance
Acadian Asset Management Inc. (AAMI, SEC CIK 1748824) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on July 30, 2026 and Form 4 insider filings as recently as August 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Acadian Asset Management Inc. (AAMI) reported revenue of $563.7 million (up 11.5% from FY2024) and net income of $80.0 million. Diluted EPS was $2.21.
- As of June 30, 2026, 34 institutional investment managers tracked by SignalX reported holding Acadian Asset Management Inc. (AAMI) shares worth $1.4 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Wiater Christina on August 4, 2026 of 244 shares at $92.36 per share.
- In the last 90 days, AAMI insiders reported 0 open-market purchases ($0) and 4 open-market sales ($2.2M) on Form 4, a net sale of $2.2M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $563.7M
- +11.5% vs prior year
- Insiders · 90 days
- 0 buys · 4 sells
- Net −$2.2M
- 13F holders
- 34 funds
- $1.4B · +0 vs prior quarter
- Latest 8-K
- Jul 30, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Systematic investment management via majority-owned Acadian LLC with $178B AUM as of Dec 31, 2025
- New emphasis on enhanced equity and equity extension strategies like 130/30 offering higher fee, high conviction products
- Name change effective Jan 1, 2025 from BrightSphere Investment Group Inc. to Acadian Asset Management Inc. signals rebranding
- Employee count at 396 full-time equivalents as of Dec 31, 2025, including 20 at holding company level
- Significant share repurchases: 58% of shares repurchased from 2020 through 2025 reflecting strong capital return strategy
Risk Factors
- Regulatory risk SEC scrutiny on conflicts of interest and investment advisory agreement termination upon assignment under Advisers Act and Investment Company Act
- Macroeconomic threat 70% AUM in non-U.S. currencies facing foreign exchange risk and potential asset value declines due to U.S. dollar strength
- Operational vulnerability dependency on Acadian LLC profitability and required cash distributions subject to working capital and insolvency risks
- Competitive risk pressure on fee levels from industry trend toward lower fees and sub-advisory agreements impacting revenue growth
- Financial risk key personnel dependency with potential adverse impact from loss of investment and management staff despite some non-competition agreements
Management Discussion & Analysis
- Revenue $563.7M in 2025, up 11.5% YoY from $505.6M in 2024
- Operating margin declined to 23% in 2025 from 27% in 2024 (down 400 bps approx)
- Best segment: Enhanced Equity AUM grew $29.2B to $40.0B in 2025, 22.5% of total AUM
- Worst segment: Performance fees down 44% YoY to $31.4M in 2025 from $71.4M in 2024
- Net inflows record $29.4B in 2025 vs $1.8B in 2024; total AUM rose to $177.5B
- Net income attributable to controlling interests declined 5.9% to $80.0M in 2025
- Capital allocation: No explicit buybacks/dividends/capex figures disclosed in provided text
- Management uses Economic Net Income (ENI) ($117.6M in 2025, up 11.1% YoY) to guide operations
- Management highlights strong asset growth, but notes risks from AUM mix and fee rate changes
AI summary of the AAMI 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $185.1M, up $57.7M YoY from $127.4M
- U.S. GAAP operating margin 17.5% vs 12.7%; ENI margin 40.3% vs 30.7%
- Quant & Solutions: AUM $232.7B, up from $151.1B; net inflows $4.3B vs $13.8B
- Headwind: average fee rate 32.2 bps vs 37.0 bps; no updated guidance disclosed
Risk Factors
- No material changes to 2025 Form 10-K risk factors disclosed
- Market risk: stock price, capital needs, and economic conditions may affect share-repurchase activity
- Financial risk: $16.7 million remained available under the $80 million repurchase authorization
- Governance risk: repurchase program may be suspended or discontinued at management’s discretion
AI summary of the AAMI 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 earnings presentation furnished as Exhibit 99.1
- Investor-relevant financial results and management commentary contained in the attached presentation
Item 5.02: Departure/Appointment of Directors or Principal Officers
- All five director nominees elected through 2027 Annual Meeting, with Andrew Kim receiving the weakest support at 26,527,358 votes
- KPMG LLP ratified as independent auditor for year ending December 31, 2026, with 32,652,720 votes for
Item 7.01: Regulation FD Disclosure
- Preliminary assets under management of approximately $219 billion as of April 30, 2026
- Investor Forum provides management presentation and investor updates
AI summaries of AAMI 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for AAMI
Don't miss the next AAMI filing
- Alerts as it files. A push when AAMI files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut AAMI, by share count.
- Ask anything. An AI agent that reads every AAMI filing and answers with sources.
AAMI alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Wiater Christina | Sell | Aug 4, 2026 | 244 | $92.36 |
| Wiater Christina | Sell | Aug 3, 2026 | 3 | $88.11 |
| Wiater Christina | Sell | Aug 3, 2026 | 17,389 | $87.49 |
| Wiater Christina | Sell | Aug 3, 2026 | 7,978 | $86.61 |
| PAULSON & CO. INC. | Sell | Jun 17, 2026 | 1,900,000 | $77.25 |
| Trebbi Barbara | G | Jun 15, 2026 | 10,260 | - |
| Trebbi Barbara | G | Jun 15, 2026 | 10,260 | - |
| Paulson John | A | Jun 12, 2026 | 2,253 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $426.6M | $505.6M | $563.7M | |
| Operating Income | $106.0M | $135.5M | $132.1M | |
| Net Income | $65.8M | $85.0M | $80.0M | |
| Op. Margin | 24.8% | 26.8% | 23.4% | |
| Net Margin | 15.4% | 16.8% | 14.2% | |
| Balance Sheet | ||||
| Total Assets | $611.4M | $703.2M | $677.0M | |
| Equity | $40.2M | - | - | |
| ROE | 163.7% | - | - | |
| Per Share | ||||
| EPS | $1.55 | $2.22 | $2.21 | |
| Cash Flow | ||||
| Operating CF | $68.3M | $55.8M | -$2.4M | |
Source: XBRL data in Acadian Asset Management Inc. (AAMI)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate AAMI share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 34 | $1.41B |
| Q1 2026 | 34 | $1.12B |
| Q4 2025 | 31 | $979.5M |
| Q3 2025 | 30 | $999.5M |
| Q2 2025 | 31 | $767.8M |
| Q1 2025 | 27 | $432.5M |
| Q4 2024 | 23 | $420.6M |
| Q3 2024 | 22 | $352.8M |
- Invesco Ltd+963.8K (+234%)
- AQR Capital Management+94.4K (+59%)
- Morgan Stanley+85.8K (+16%)
- Two Sigma Investments+45.1K (+9%)
- Raymond James Financial+28.8K (+390%)
- Paulson & Co−1.90M (-25%)
- BlackRock−87.7K (-2%)
- Vanguard Portfolio Management LLC−70.6K (-8%)
- Soros Fund Management−38.6K (-6%)
- Renaissance Technologies LLC−28.9K (-48%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 232 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
AAMI filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Aug 5, 2026 | - | - | - |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 8-K | Jun 11, 2026 | - | Analysis | - |
| 8-K | May 19, 2026 | - | Analysis | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| 4 | May 5, 2026 | - | - | - |
| 8-K | Apr 30, 2026 | - | Analysis | - |
| 10-K | Feb 27, 2026 | Dec 31, 2025 | Analysis | |
| 4 | Feb 18, 2026 | - | - | |
| 4 | Feb 18, 2026 | - | - | |
| 4 | Feb 18, 2026 | - | - | |
| 4 | Feb 18, 2026 | - | - | |
| 4 | Feb 12, 2026 | - | - | |
| 4 | Feb 12, 2026 | - | - | |
| 8-K | Feb 5, 2026 | - | - | |
| SC 13G | Jan 30, 2026 | - | - | |
| 8-K | Nov 25, 2025 | - | - |
Related Financials companies
- ABX · Abacus Global Management, Inc.Investment Advice
- AMG · Affiliated Managers Group IncInvestment Advice
- ALTI · AlTi Global, Inc.Investment Advice
- AMP · Ameriprise FinancialInvestment Advice
- APO · Apollo Global ManagementInvestment Advice
- ARES · Ares ManagementInvestment Advice
- APAM · Artisan Partners Asset Management Inc.Investment Advice
- BX · Blackstone GroupInvestment Advice
AAMI SEC filings: frequently asked questions
Are AAMI insiders buying or selling?
In the last 90 days, Acadian Asset Management Inc. (AAMI) officers, directors and 10% owners reported no open-market purchases and 4 open-market sales worth $2.2 million by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold AAMI stock?
As of June 30, 2026, the largest Acadian Asset Management Inc. (AAMI) holders among the 13F filers tracked by SignalX were Paulson & Co ($417.9 million), BlackRock ($320.9 million), Invesco Ltd ($98.5 million), State Street Corp ($87.6 million), Vanguard Capital Management LLC ($84.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was AAMI's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Acadian Asset Management Inc. (AAMI) reported revenue of $563.7 million (up 11.5% from FY2024) and net income of $80.0 million. Diluted EPS was $2.21. The figures come from the XBRL data in the 10-K.
What are the main risks in AAMI's latest 10-K?
In the 10-K filed February 27, 2026, Acadian Asset Management Inc. (AAMI) flagged: Regulatory risk SEC scrutiny on conflicts of interest and investment advisory agreement termination upon assignment under Advisers Act and Investment Company Act. Macroeconomic threat 70% AUM in non-U.S. currencies facing foreign exchange risk and potential asset value declines due to U.S. dollar strength. (AI summary of the Risk Factors section.)
What did AAMI report in its latest 8-K?
Acadian Asset Management Inc. (AAMI) filed an 8-K on July 30, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 earnings presentation furnished as Exhibit 99.1.
What are the latest AAMI SEC filings?
Acadian Asset Management Inc. (AAMI) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on July 30, 2026 and a Form 4 insider filing on August 5, 2026.
What is AAMI's SEC CIK number?
Acadian Asset Management Inc. (AAMI)'s SEC Central Index Key (CIK) is 1748824. EDGAR lists every AAMI filing under that number.
Ask anything about AAMI
The research agent reads AAMI's filings, financials, insider trades and 13F holders, then answers with sources.