“Interest Expense Three months ended March 31, 2026 compared to three months ended March 31, 2025: Interest expense decreased $(1.4) million, or (29.2)%, from $4.8 million for the three months ended March 31, 2025 compared to $3.4 million for the three months…”10-Q · May 7, 2026 ↗
Acadian Asset Management Inc.
AAMI
Market read
Acadian Asset Management Inc.'s move is spreading beyond its market group.
AAMI accounts for 5.8% of the group's measured movement across 8.2 effective names. raw member direction is mixed; 6 of 12 session-normalized paths align to the downside. Capital-flow agreement is 1%, so confirmation is not yet clean. No verified headline preceded the measured group move.
Is this move genuinely shared?
BXSL, HTGC, BMY moved materially before AAMI. AAMI crossed its material path threshold at 09:40 ET. GBDC followed.
14 of 24 members in Biopharmaceuticals and Care are active. 0 of 2 disclosed connections are confirming.
- At least 16 of 24 members remain active in the next snapshot.
- Capital-flow agreement rises above 55%.
- BDX remains aligned with the group in the next market snapshot.
Invalidation: The live read weakens if participation falls to 8 of 24 members or fewer.
Research brief
The story so far
AAMI accounts for 5.8% of the group's measured movement across 8.2 effective names. raw member direction is mixed; 6 of 12 session-normalized paths align to the downside. Capital-flow agreement is 1%, so confirmation is not yet clean. No verified headline preceded the measured group move.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- At least 16 of 24 members remain active in the next snapshot.
- Capital-flow agreement rises above 55%.
- BDX remains aligned with the group in the next market snapshot.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +11.5% year over year.
- Operating margin changed -3.4 percentage points in the latest annual period.
- Net margin changed -2.6 percentage points in the latest annual period.
- Operating cash flow was only -0.030x net income in the latest annual period.
- Credit and interest rates has repeated adverse evidence across 3 filings.
No credible peer-relative valuation comparison is available yet.
Price as of Oct 1, 2026
93.92Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“Three Months Ended March 31, ($ in millions) 2026 2025 Cash variable compensation $ 38.6 $ 29.3 Amortization of equity-based awards 2.3 0.9 Total variable compensation (a) $ 40.9 $ 30.2 36 Table of Contents (a) For the three months ended March 31, 2025, $30.4…”10-Q · May 7, 2026 ↗
Valuation discipline
Peer-relative valuation withheld
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Scenarios are withheld for Financial Services until sector-specific earnings and capital metrics are available; generic revenue/P/S scaffolds would be misleading.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 2 Oct, 15:25 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for AAMI. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for AAMI. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind AAMI
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
GSThe Goldman Sachs Group, Inc.lenderNov 6, 2025 ▾
“Revolving Credit Facility On August 29, 2024, Acadian LLC, Royal Bank of Canada, Goldman Sachs Bank USA, Morgan Stanley Bank, N.A., the Bank of New York Mellon, Bank of America N.A., as an issuing bank, and Citibank, N.A., as an issuing bank and administrativ…”
MSMorgan StanleylenderNov 6, 2025 ▾
“Revolving Credit Facility On August 29, 2024, Acadian LLC, Royal Bank of Canada, Goldman Sachs Bank USA, Morgan Stanley Bank, N.A., the Bank of New York Mellon, Bank of America N.A., as an issuing bank, and Citibank, N.A., as an issuing bank and administrativ…”
Filing peers
No filing peers are available for this name yet.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
AAMI is currently a Leader in the organic co-movement group Biopharmaceuticals and Care. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.