Latest news with #JasonGottlieb
Yahoo
01-05-2025
- Business
- Yahoo
Artisan Partners Asset Management Inc (APAM) Q1 2025 Earnings Call Highlights: Navigating ...
Release Date: April 30, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Artisan Partners Asset Management Inc (NYSE:APAM) has expanded from 5 investment teams to 11 since 2013, demonstrating growth and diversification. The company has increased its investment strategies from 12 to 27, evolving into a multi-asset class investment platform. APAM's business model allows for automatic adjustment of expenses with changes in AUM, providing stability. The firm has a strong presence in the intermediated wealth channel, accounting for 60% of total AUM. APAM's strategies have shown strong performance, with several achieving significant milestones and outperforming benchmarks. First quarter results showed a 7% decline in revenues due to the absence of $17 million in performance fees from the previous quarter. Net client cash outflows during the March quarter were approximately $2.8 billion. The company experienced a 19% decrease in adjusted operating income and a 470 basis points drop in adjusted operating margin from the previous quarter. Equity outflows were partially offset by positive flows into fixed income and alternative businesses, indicating challenges in maintaining equity investments. The dividend for the March 2025 quarter declined due to lower cash generation from the absence of performance fees. Warning! GuruFocus has detected 5 Warning Signs with APAM. Q: Could you expand on the opportunities you see in fixed income and alternatives, specifically in the retail or insurance channel? A: Jason Gottlieb, President: We see significant opportunities in expanding our existing investment franchises, particularly with our high-income and insights teams. Our Global Unconstrained strategy is a key franchise that fits well in the high net worth space, offering flexibility as a fixed income or cash surrogate. We also see potential for growth through team lift-outs or M&A, focusing on strong alignment with investment capabilities. Q: How should we think about normalized expenses from here, and what levers can you use to maintain margins if uncertainty continues? A: CJ Daley, CFO: Our full-year guidance remains unchanged. We had some FX gains this quarter, and travel expenses typically slow down in Q1. Variable expenses fluctuate with revenues, and long-term incentive compensation guidance remains consistent. We expect expenses to pick up in the coming quarters. Q: Are there any areas where you are capacity constrained or have a lot of capacity? A: Jason Gottlieb, President: We are in constant communication with teams about capacity management. Some strategies have been in soft close mode for years, but there may be opportunities for capacity shifts. This depends on market dislocation or team comfort with additional capacity. Q: What are your thoughts on team lift-outs or small deals in private markets, given market volatility? A: Jason Gottlieb, President: We see many opportunities in the market and remain active in evaluating them. We focus on investment acumen and asset allocation trends. We are judicious in adding capabilities, considering lift-outs or M&A, and view market volatility as an opportunity. Q: Can you unpack the commentary on the 172 relationships and 117 with more than three strategies? How do you see the institutional business backdrop? A: Eric Coulson, CEO: We highlighted our progress in the intermediated wealth space, focusing on investment performance and operational quality. The number of relationships has grown, providing leverage. The institutional space remains strong, with some rebalancing towards credit and alternatives. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Sign in to access your portfolio
Globe and Mail
15-04-2025
- Business
- Globe and Mail
Artisan Partners Asset Management Inc. to Announce 1Q25 Results on April 29, 2025
MILWAUKEE, April 15, 2025 (GLOBE NEWSWIRE) -- Artisan Partners Asset Management Inc. (NYSE: APAM) will report its first quarter 2025 financial results and information relating to its quarterly dividend on April 29, 2025 at approximately 4:30 p.m. (Eastern Time). Artisan Partners Asset Management's earnings release and supplemental materials will be available on the investor relations section of at that time. Chief Executive Officer Eric Colson, President Jason Gottlieb and Chief Financial Officer C.J. Daley will host a conference call on April 30, 2025 at 1:00 p.m. (Eastern Time) to discuss the results. A live webcast of the conference call will be available via the investor relations section of Those interested in participating in the conference call should dial: United States/Toll Free: 1-877-328-5507 International: 1-412-317-5423 Conference ID: 10197435 An audio replay of the conference call will be available one hour after the end of the conference until May 7, 2025 at 9:00 a.m. (Eastern Time) by dialing the following: An audio replay will also be available via the investor relations section of within 24 hours after the end of the conference. About Artisan Partners Artisan Partners is a global investment management firm that provides a broad range of high value-added investment strategies in growing asset classes to sophisticated clients around the world. Since 1994, the firm has been committed to attracting experienced, disciplined investment professionals to manage client assets. Artisan Partners' autonomous investment teams oversee a diverse range of investment strategies across multiple asset classes. Strategies are offered through various investment vehicles to accommodate a broad range of client mandates. Artisan Partners Asset Management Inc.
Yahoo
10-03-2025
- Business
- Yahoo
3 Reliable Dividend Stocks To Consider Yielding Up To 8%
As the U.S. markets face turbulence with stocks plunging due to tariff concerns and economic uncertainties, investors are seeking stability amid the volatility. In such an environment, dividend stocks can offer a reliable income stream, providing potential cushioning against market fluctuations while contributing to long-term investment goals. Name Dividend Yield Dividend Rating Columbia Banking System (NasdaqGS:COLB) 5.75% ★★★★★★ Interpublic Group of Companies (NYSE:IPG) 4.68% ★★★★★★ Dillard's (NYSE:DDS) 7.00% ★★★★★★ Regions Financial (NYSE:RF) 6.46% ★★★★★★ Peoples Bancorp (NasdaqGS:PEBO) 5.24% ★★★★★★ Southside Bancshares (NYSE:SBSI) 4.86% ★★★★★★ First Interstate BancSystem (NasdaqGS:FIBK) 6.50% ★★★★★★ Citizens & Northern (NasdaqCM:CZNC) 5.48% ★★★★★★ Isabella Bank (OTCPK:ISBA) 4.82% ★★★★★★ Ennis (NYSE:EBF) 4.63% ★★★★★★ Click here to see the full list of 154 stocks from our Top US Dividend Stocks screener. Here's a peek at a few of the choices from the screener. Simply Wall St Dividend Rating: ★★★★★★ Overview: CompX International Inc. manufactures and sells security products and recreational marine components primarily in North America, with a market cap of approximately $279.26 million. Operations: CompX International generates revenue from two main segments: Security Products, which accounts for $115.24 million, and Marine Components, contributing $30.70 million. Dividend Yield: 5.3% CompX International maintains a strong dividend profile, offering a high yield of 5.29%, placing it in the top quartile of US dividend payers. Despite recent declines in sales and net income, dividends remain stable and have grown over the past decade. The company's payout ratios—89.1% for earnings and 68.7% for cash flow—suggest sustainable distributions, supported by consistent free cash flow coverage. Recent affirmations confirm continued quarterly payouts of $0.30 per share. Click here to discover the nuances of CompX International with our detailed analytical dividend report. In light of our recent valuation report, it seems possible that CompX International is trading behind its estimated value. Simply Wall St Dividend Rating: ★★★★★☆ Overview: Artisan Partners Asset Management Inc. is a publicly owned investment manager with a market cap of $3.46 billion. Operations: Artisan Partners Asset Management Inc. generates revenue primarily from its Investment Management Industry segment, which accounts for $1.11 billion. Dividend Yield: 8.1% Artisan Partners Asset Management offers an attractive dividend yield, ranking in the top 25% of US payers. Despite a history of volatility and unreliability in dividend payments, recent increases reflect strong earnings growth and cash flow coverage with payout ratios at 81.5% for earnings and 75.9% for cash flow. Trading below estimated fair value enhances its appeal, though investors should note upcoming leadership changes with Jason Gottlieb set to become CEO after the June 2025 meeting. Click to explore a detailed breakdown of our findings in Artisan Partners Asset Management's dividend report. Our valuation report here indicates Artisan Partners Asset Management may be undervalued. Simply Wall St Dividend Rating: ★★★★★☆ Overview: SunCoke Energy, Inc. is an independent producer of coke operating in the Americas and Brazil, with a market cap of $763.39 million. Operations: SunCoke Energy's revenue segments are comprised of $105.90 million from Logistics, $35.10 million from Brazil Coke, and $1.82 billion from Domestic Coke. Dividend Yield: 5.3% SunCoke Energy's dividend yield is among the top 25% in the US market, supported by a low payout ratio of 39%, indicating strong earnings coverage. Despite past volatility and an unstable track record, recent earnings growth of 66.8% enhances its current dividend reliability. The company's dividends are well-covered by both earnings and cash flows, with a cash payout ratio of 42.2%. Trading below fair value adds potential appeal for investors seeking value in dividend stocks. Click here and access our complete dividend analysis report to understand the dynamics of SunCoke Energy. The valuation report we've compiled suggests that SunCoke Energy's current price could be quite moderate. Embark on your investment journey to our 154 Top US Dividend Stocks selection here. Got skin in the game with these stocks? Elevate how you manage them by using Simply Wall St's portfolio, where intuitive tools await to help optimize your investment outcomes. Simply Wall St is your key to unlocking global market trends, a free user-friendly app for forward-thinking investors. Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. Find companies with promising cash flow potential yet trading below their fair value. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NYSEAM:CIX NYSE:APAM and NYSE:SXC. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@
Associated Press
04-02-2025
- Business
- Associated Press
Artisan Partners Asset Management Inc. Reports 4Q24 and Year Ended December 31, 2024 Results and Quarterly and Special Annual Dividend
MILWAUKEE, Feb. 04, 2025 (GLOBE NEWSWIRE) -- Artisan Partners Asset Management Inc. (NYSE: APAM) (the 'Company' or 'Artisan Partners') today reported its results for the quarter and year ended December 31, 2024, and declared a quarterly and special annual dividend. The full earnings release and investor presentation can be viewed at Conference Call The Company will host a conference call on February 5, 2025 at 1:00 p.m. (Eastern Time) to discuss these results. Hosting the call will be Eric Colson, Chief Executive Officer, Jason Gottlieb, President, and C.J. Daley, Chief Financial Officer. Supplemental materials that will be reviewed during the call are available on the Company's website at The call will be webcast and can be accessed via the Company's website. Listeners may also access the call by dialing 877.328.5507 or 412.317.5423 for international callers; the conference ID is 10194959. A replay of the call will be available until February 12, 2025 at 9:00 a.m. (Eastern Time), by dialing 877.344.7529 or 412.317.0088 for international callers; the replay conference ID is 2159030. An audio recording will also be available on the Company's website. About Artisan Partners Artisan Partners is a global investment management firm that provides a broad range of high value-added investment strategies to sophisticated clients around the world. Since 1994, the firm has been committed to attracting experienced, disciplined investment professionals to manage client assets. Artisan Partners' autonomous investment teams oversee a diverse range of investment strategies across multiple asset classes. Strategies are offered through various investment vehicles to accommodate a broad range of client mandates. Source: Artisan Partners Asset Management Inc. 866.632.1770
