Artisan Partners Q3 Results: AUM reaches $183.0 billion in July

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Reviewed by
Jubin VScanX News Team
Key Highlights

Artisan Partners Asset Management Inc. reported preliminary AUM of $183.0 billion as of July 31, 2026. The portfolio is heavily weighted towards value strategies, with International Value and Global Value leading at $58.179 billion and $39.737 billion respectively. The firm is currently winding down its U.S. Value team strategies.

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Artisan Partners Asset Management Inc. (NYSE: APAM) reported preliminary assets under management (AUM) of $183.0 billion as of July 31, 2026, reflecting a diversified mix of fund and separate account assets. This figure serves as a key performance indicator for the global multi-asset investment platform, highlighting its scale in managing client capital across various strategies. The total AUM comprises $94.3 billion from Artisan Funds and Artisan Global Funds, while separate accounts and other AUM contributed $88.7 billion to the firm's overall portfolio.

The breakdown of AUM reveals significant concentration in value-oriented strategies. The International Value Group managed $58.179 billion, primarily through its International Value strategy, which held $58.179 billion. The Global Value Team followed with $39.737 billion in Global Value assets. These two teams collectively represent a substantial portion of the firm's total AUM, underscoring the market demand for these specific investment approaches.

AUM by Strategy

Strategy Team Strategy AUM ($ Millions)
International Value Group International Value $58,179
Global Value Team Global Value $39,737
Credit Team High Income $14,328
Growth Team Global Opportunities $12,785
Global Equity Team Non-U.S. Growth $16,596
Growth Team U.S. Mid-Cap Growth $9,366
Growth Team U.S. Small-Cap Growth $2,725
Sustainable Emerging Markets Team Sustainable Emerging Markets $3,397
Developing World Team Developing World $3,242
EMsights Capital Group Global Unconstrained $2,026

Portfolio Composition Details

Beyond the top strategies, the firm maintains exposure across growth, credit, and emerging markets. The Growth Team managed $12.785 billion in Global Opportunities and $9.366 billion in U.S. Mid-Cap Growth. The Credit Team oversaw $14.328 billion in High Income strategies. Smaller allocations included $3.397 billion in Sustainable Emerging Markets and $3.242 billion in Developing World strategies.

Artisan Funds and Artisan Global Funds accounted for $94.3 billion of the total firm AUM. Separate accounts and other AUM, which includes assets managed in traditional separate accounts, Artisan-branded collective investment trusts, and private funds, accounted for $88.7 billion. Additionally, AUM includes $373.9 million in aggregate for which Artisan Partners provides investment models to managed account sponsors.

What the Numbers Show

The data indicates a heavy reliance on value strategies, with International Value and Global Value alone accounting for over $97 billion of the $183 billion total. This concentration suggests that client flows and market conditions affecting value investing will have a disproportionate impact on the firm's revenue base. Conversely, the U.S. Value Team is undergoing an orderly wind-down of its strategies, expected to continue throughout the third quarter, which may lead to further shifts in the portfolio composition.

Grandview Property Partners reported $776 million in AUM, representing NAV plus uncalled and recallable capital. The Antero Peak Group managed $2.513 billion in Antero Peak assets and $248 million in Antero Peak Hedge. These figures highlight the firm's diversified approach beyond traditional equity strategies.

Disclaimer: This article is AI-generated using data from ViewTrade. ScanX is not liable for any inaccuracies.

How might the ongoing wind-down of the U.S. Value Team impact Artisan Partners' revenue stability and fee structure in the near term?

Given the heavy concentration in value strategies, how vulnerable is APAM's AUM to a potential market rotation back toward growth stocks?

What specific initiatives is Artisan Partners pursuing to diversify its AUM base away from its current reliance on International and Global Value teams?

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Artisan Partners Q2 EPS $0.94 beats estimate; sales rise 8.9% to $307.9M

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Reviewed by
Ashish TScanX News Team
Key Highlights

Artisan Partners Asset Management Inc. exceeded Q2 expectations with adjusted EPS of $0.94 and revenue of $307.9 million. Both metrics beat consensus estimates, reflecting an 8.88% revenue increase and 13.25% earnings growth year-over-year.

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Artisan Partners Asset Management Inc. (NYSE: APAM) reported second-quarter adjusted earnings per share of $0.94, beating the analyst consensus estimate of $0.90 by 4.44 percent. The global multi-asset investment platform also posted quarterly sales of $307.900 million, surpassing the $298.616 million estimate by 3.11 percent. These figures represent a significant operational improvement, with earnings up 13.25 percent year-over-year from $0.83 per share in the same period last year, while revenue grew 8.88 percent from $282.800 million.

The strong performance underscores the firm’s ability to generate value-added investment strategies for sophisticated clients worldwide. The results were announced alongside a declaration of a quarterly dividend on July 28, 2026, signaling continued capital return to shareholders. While the initial filing did not specify the per-share dividend amount, the combination of beaten estimates and double-digit earnings growth highlights robust underlying business momentum for the quarter ended June 30, 2026.

Financial Performance Breakdown

The company’s financial metrics for Q2FY26 demonstrate clear outperformance against market expectations. The beat in both top-line revenue and bottom-line earnings suggests effective cost management and strong asset flow or fee generation during the period.

Metric Reported Estimate Beat/Miss YoY Change
Adjusted EPS $0.94 $0.90 +4.44% +13.25%
Revenue $307.900M $298.616M +3.11% +8.88%

Conference Call Details

Management will discuss these results in detail during a conference call on July 29, 2026, at 11:00 a.m. (Eastern Time). Jason Gottlieb, Chief Executive Officer and President, and C.J. Daley, Chief Financial Officer, will host the discussion. Supplemental materials reviewed during the call are available on the company’s website.

Detail Information
Date July 29, 2026
Time 11:00 a.m. (Eastern Time)
Hosts Jason Gottlieb, CEO; C.J. Daley, CFO
Dial-in (US) 877.328.5507
Dial-in (Intl) 412.317.5423
Conference ID 10209594

A replay of the call will be available until August 5, 2026, at 9:00 a.m. (Eastern Time). Callers can access the replay by dialing 855.669.9658 or 412.317.0088 for international lines, using conference ID 2052531. An audio recording will also be posted on the company’s website.

What the Numbers Show

The simultaneous beat in revenue and earnings indicates that Artisan Partners is not only growing its top line but also maintaining or improving its margin profile. With earnings growing at a faster rate (13.25%) than revenue (8.88%), the firm appears to be leveraging its scale effectively. This divergence suggests operational efficiencies or favorable mix shifts within its autonomous investment teams, which manage a diverse range of strategies across multiple asset classes.

About Artisan Partners

Artisan Partners is a global multi-asset investment platform committed to attracting experienced, disciplined investment professionals to manage client assets since 1994. The firm’s autonomous investment teams oversee a diverse range of investment strategies across multiple asset classes. These strategies are offered through various investment vehicles to accommodate a broad range of client mandates. Investor relations inquiries can be directed to 866.632.1770 or ir@artisanpartners.com .

Disclaimer: This article is AI-generated using data from ViewTrade. ScanX is not liable for any inaccuracies.

How will the upcoming conference call clarify the specific drivers behind the divergence between revenue growth (8.88%) and earnings growth (13.25%)?

What insights will management provide regarding asset flow trends across different autonomous investment teams during Q2?

How might the declared dividend impact Artisan Partners' future capital allocation strategy and share repurchase programs?

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