APAM Artisan Partners Asset Management Inc.

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business asset management focused on investment advisory services under complex regulatory environment
• • Emphasis on expanding operations into new geographic regions and more complex investment products with increased regulatory requirements
• • Notable integration and increased reliance on AI technologies, raising operational, cybersecurity, privacy, and reputational risks
• • Indebtedness includes $190 million in unsecured notes, $100 million revolving credit facility with no outstanding balance as of filing
• • Significant liability of $303 million recorded for payments under Tax Receivable Agreements expected to reach approximately $420 million over 15 years

Risk Factors

• • Regulatory/legal risk: SEC oversight on fee transparency as performance fees now material to revenue, changing fee calculation methodology in Dec 2025
• • Macroeconomic threat: $12.7B net client cash outflows in 2025 amid market volatility, partly offset by $33.4B market appreciation in AUM
• • Operational vulnerability: Dependence on 11 autonomous investment teams; equity strategies had $15.6B net outflows due to weaker relative performance in key strategies
• • Competitive risk: Market share losses in equity strategies to alternatives and credit asset classes, which saw net inflows of $2.8B and $128M respectively in 2025
• • Financial risk: Concentration in intermediated wealth channel (61.4% of AUM) and over 74% of AUM domiciled in U.S., exposing firm to regional client sentiment shifts

Management Discussion & Analysis

• • Revenue $1.20B (derived from operating income and margin), operating margin 35.3% in 2025 vs 33.8% in 2024, adjusted operating income $422.6M up from $376.0M
• • Best segment: consolidated investment products with increased subscriptions, seed investments $151.6M; no explicit worst segment disclosed
• • Cash & equivalents $255.5M, increased from $201.2M, dividends $3.63/share (quarterly + special) in 2025 vs $3.16/share in 2024, capital expenditures decreased, $46.8M invested in long-term incentive compensation plans in 2025
• • Debt: $190M unsecured notes outstanding, $100M credit facility unused, leverage ratio 0.4x, interest coverage 60.3x at year-end 2025
• • Guidance: Expect to pay ~80% of quarterly cash generation as dividends, anticipate $40.4M TRA payments in 2026, plan additional $50.6M investment in long-term incentive economic hedge in Q1 2026

What are the latest APAM SEC filings in 2026?

Artisan Partners Asset Management Inc. (APAM) has filed a 10-K annual report on February 20, 2026, a 10-Q quarterly report on May 4, 2026, an 8-K current report on July 28, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did APAM file its most recent 10-K annual report?

Artisan Partners Asset Management Inc. (APAM) filed its most recent 10-K annual report on February 20, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view APAM 10-Q quarterly reports?

Artisan Partners Asset Management Inc. (APAM)'s most recent 10-Q quarterly report was filed on May 4, 2026. SignalX displays every APAM 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has APAM filed recently?

Artisan Partners Asset Management Inc. (APAM)'s most recent 8-K was filed on July 28, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find APAM insider trading activity (Form 4)?

SignalX aggregates every APAM Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does APAM file with the SEC?

Artisan Partners Asset Management Inc. (APAM) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new APAM filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Artisan Partners Asset Management Inc. (APAM).

What is APAM's SEC CIK number?

Artisan Partners Asset Management Inc. (APAM)'s SEC CIK (Central Index Key) number is 1517302. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1517302 to look up all APAM filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find APAM return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Artisan Partners Asset Management Inc. (APAM) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.