Is Artisan Partners Stock a Good Investment?
Artisan Partners Investment Advice | APAM |
- Examine Artisan Partners' financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Artisan Partners' leadership team and their track record. Good management can help Artisan Partners navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Asset Management & Custody Banks space and any emerging trends that could impact Artisan Partners' business and its evolving consumer preferences.
- Compare Artisan Partners' performance and market position to its competitors. Analyze how Artisan Partners is positioned in terms of product offerings, innovation, and market share.
- Check if Artisan Partners pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Artisan Partners' stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Artisan Partners Asset stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Artisan Partners Asset is a good investment.
Sell | Buy |
Buy
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Actively responds to the market | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Artisan Partners Stock
Researching Artisan Partners' stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 91.0% of the company shares are held by institutions such as insurance companies. The company has Price/Earnings To Growth (PEG) ratio of 1.38. Artisan Partners Asset last dividend was issued on the 15th of November 2024.
To determine if Artisan Partners is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Artisan Partners' research are outlined below:
| Over 91.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from finance.yahoo.com: DexCom, Inc. Innovation and Growth Catalysts Amid Strong Long-Term Outlook for Diabetes Care |
Artisan Partners Quarterly Liabilities And Stockholders Equity |
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Artisan Partners uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Artisan Partners Asset. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Artisan Partners' previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 7th of May 2024 Upcoming Quarterly Report | View | |
| 6th of August 2024 Next Financial Report | View | |
| 31st of March 2024 Next Fiscal Quarter End | View | |
| 4th of February 2025 Next Fiscal Year End | View | |
| 31st of December 2023 Last Quarter Report | View | |
| 31st of December 2023 Last Financial Announcement | View |
Earnings surprises can significantly impact Artisan Partners' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Artisan Partners' investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2013-04-30 | 2013-03-31 | 0.53 | 0.47 | -0.06 | 11 | ||
2020-07-28 | 2020-06-30 | 0.61 | 0.71 | 0.1 | 16 |
Know Artisan Partners' Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Artisan Partners is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Artisan Partners Asset backward and forwards among themselves. Artisan Partners' institutional investor refers to the entity that pools money to purchase Artisan Partners' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Vaughan Nelson Scarbrgh & Mccullough Lp | 2024-06-30 | 1.4 M | Capital World Investors | 2024-09-30 | 1.3 M | Victory Capital Management Inc. | 2024-09-30 | 1.1 M | Royce & Associates, Lp | 2024-09-30 | 1 M | Amvescap Plc. | 2024-06-30 | 951.3 K | Northern Trust Corp | 2024-09-30 | 883.5 K | Federated Hermes Inc | 2024-09-30 | 795.5 K | Wells Fargo & Co | 2024-06-30 | 784.4 K | Bank Of New York Mellon Corp | 2024-06-30 | 528.4 K | Blackrock Inc | 2024-06-30 | 10.7 M | Vanguard Group Inc | 2024-09-30 | 8 M |
Artisan Partners' market capitalization trends
The company currently falls under 'Mid-Cap' category with a current market capitalization of 3.39 B.Market Cap |
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Artisan Partners' profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.11 | 0.19 | |
| Return On Capital Employed | 0.31 | 0.33 | |
| Return On Assets | 0.16 | 0.21 | |
| Return On Equity | 0.69 | 0.72 |
Determining Artisan Partners' profitability involves analyzing its financial statements and using various financial metrics to determine if Artisan Partners is a good buy. For example, gross profit margin measures Artisan Partners' profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Artisan Partners' profitability and make more informed investment decisions.
Evaluate Artisan Partners' management efficiency
Artisan Partners Asset has return on total asset (ROA) of 0.1378 % which means that it generated a profit of $0.1378 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.5692 %, meaning that it created $0.5692 on every $100 dollars invested by stockholders. Artisan Partners' management efficiency ratios could be used to measure how well Artisan Partners manages its routine affairs as well as how well it operates its assets and liabilities. As of the 28th of November 2024, Return On Tangible Assets is likely to grow to 0.19. Also, Return On Capital Employed is likely to grow to 0.33. At this time, Artisan Partners' Non Currrent Assets Other are very stable compared to the past year. As of the 28th of November 2024, Other Current Assets is likely to grow to about 15.5 M, while Non Current Assets Total are likely to drop about 616 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 9.52 | 9.99 | |
| Tangible Book Value Per Share | 18.75 | 19.68 | |
| Enterprise Value Over EBITDA | 7.43 | 12.05 | |
| Price Book Value Ratio | 8.65 | 9.08 | |
| Enterprise Value Multiple | 7.43 | 12.05 | |
| Price Fair Value | 8.65 | 9.08 | |
| Enterprise Value | 2.6 B | 1.6 B |
Evaluating the management effectiveness of Artisan Partners allows investors to assess its financial health and operational efficiency. Coupled with an analysis of its growth prospects and the current market dynamics, we evaluate the stock's true value and future potential. Key indicators such as revenue, earnings or debt levels are examined alongside external factors like economic trends and regulatory changes. The Artisan Stock analysis seeks to determine whether the stock is undervalued, appropriately priced, or overvalued, thereby guiding your investment decisions.
Dividend Yield 0.0583 | Forward Dividend Yield 0.0583 | Forward Dividend Rate 2.82 | Beta 1.791 |
Basic technical analysis of Artisan Stock
As of the 28th of November, Artisan Partners shows the Downside Deviation of 1.8, mean deviation of 1.34, and Risk Adjusted Performance of 0.1145. Artisan Partners Asset technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices. Please confirm Artisan Partners Asset variance, maximum drawdown, as well as the relationship between the Maximum Drawdown and semi variance to decide if Artisan Partners Asset is priced correctly, providing market reflects its regular price of 48.63 per share. Given that Artisan Partners has jensen alpha of 0.0353, we suggest you to validate Artisan Partners Asset's prevailing market performance to make sure the company can sustain itself at a future point.Artisan Partners' insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Artisan Partners insiders, such as employees or executives, is commonly permitted as long as it does not rely on Artisan Partners' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Artisan Partners insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Artisan Partners' Outstanding Corporate Bonds
Artisan Partners issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Artisan Partners Asset uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Artisan bonds can be classified according to their maturity, which is the date when Artisan Partners Asset has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| AJG 55 02 MAR 33 Corp BondUS04316JAD19 | View | |
| AJG 575 02 MAR 53 Corp BondUS04316JAE91 | View | |
| AJG 24 09 NOV 31 Corp BondUS04316JAA79 | View | |
| AJG 305 09 MAR 52 Corp BondUS04316JAB52 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View |
Understand Artisan Partners' technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Artisan Partners' various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.1145 | |||
| Market Risk Adjusted Performance | 0.1503 | |||
| Mean Deviation | 1.34 | |||
| Semi Deviation | 1.62 | |||
| Downside Deviation | 1.8 | |||
| Coefficient Of Variation | 703.26 | |||
| Standard Deviation | 1.82 | |||
| Variance | 3.33 | |||
| Information Ratio | 0.0707 | |||
| Jensen Alpha | 0.0353 | |||
| Total Risk Alpha | (0.04) | |||
| Sortino Ratio | 0.0717 | |||
| Treynor Ratio | 0.1403 | |||
| Maximum Drawdown | 12.25 | |||
| Value At Risk | (2.47) | |||
| Potential Upside | 2.52 | |||
| Downside Variance | 3.23 | |||
| Semi Variance | 2.61 | |||
| Expected Short fall | (1.41) | |||
| Skewness | 0.5757 | |||
| Kurtosis | 3.38 |
| Risk Adjusted Performance | 0.1145 | |||
| Market Risk Adjusted Performance | 0.1503 | |||
| Mean Deviation | 1.34 | |||
| Semi Deviation | 1.62 | |||
| Downside Deviation | 1.8 | |||
| Coefficient Of Variation | 703.26 | |||
| Standard Deviation | 1.82 | |||
| Variance | 3.33 | |||
| Information Ratio | 0.0707 | |||
| Jensen Alpha | 0.0353 | |||
| Total Risk Alpha | (0.04) | |||
| Sortino Ratio | 0.0717 | |||
| Treynor Ratio | 0.1403 | |||
| Maximum Drawdown | 12.25 | |||
| Value At Risk | (2.47) | |||
| Potential Upside | 2.52 | |||
| Downside Variance | 3.23 | |||
| Semi Variance | 2.61 | |||
| Expected Short fall | (1.41) | |||
| Skewness | 0.5757 | |||
| Kurtosis | 3.38 |
Consider Artisan Partners' intraday indicators
Artisan Partners intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Artisan Partners stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Artisan Partners Corporate Filings
8K | 12th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
10Q | 1st of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
F3 | 2nd of August 2024 An amendment to the original Schedule 13D filing | ViewVerify |
| 3rd of June 2024 Other Reports | ViewVerify |
Artisan Stock media impact
Far too much social signal, news, headlines, and media speculation about Artisan Partners that are available to investors today. That information is available publicly through Artisan media outlets and privately through word of mouth or via Artisan internal channels. However, regardless of the origin, that massive amount of Artisan data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Artisan Partners news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Artisan Partners relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Artisan Partners' headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Artisan Partners alpha.
Artisan Partners Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Artisan Partners can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Artisan Partners Corporate Directors
| Tench Coxe | Independent Director | Profile | |
| Matthew Barger | Independent Director | Profile | |
| Stephanie DiMarco | Independent Director | Profile | |
| Jennifer Barbetta | Independent Director | Profile |
Already Invested in Artisan Partners Asset?
The danger of trading Artisan Partners Asset is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Artisan Partners is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Artisan Partners. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Artisan Partners Asset is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Artisan Partners Asset is a strong investment it is important to analyze Artisan Partners' competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Artisan Partners' future performance. For an informed investment choice regarding Artisan Stock, refer to the following important reports: Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Artisan Partners Asset. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Artisan Partners. If investors know Artisan will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Artisan Partners listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.35 | Dividend Share 2.82 | Earnings Share 3.6 | Revenue Per Share 16.495 | Quarterly Revenue Growth 0.124 |
The market value of Artisan Partners Asset is measured differently than its book value, which is the value of Artisan that is recorded on the company's balance sheet. Investors also form their own opinion of Artisan Partners' value that differs from its market value or its book value, called intrinsic value, which is Artisan Partners' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Artisan Partners' market value can be influenced by many factors that don't directly affect Artisan Partners' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Artisan Partners' value and its price, as these two are different measures arrived at by various means. Investors typically determine if Artisan Partners is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Artisan Partners' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.