Acadian Q3 2026 slides: record margins, 100% strategy outperformance

Acadian Asset Management reported 3Q 2026 revenue of $191.2M, up 32.6% YoY, and net income of $35.5M, up 135.1% YoY. Growth was driven by higher AUM and performance fees, though increased costs partially offset gains. AUM rose 44.0% to $239.6B, with $2.6B in net inflows. Operating margin improved to 26.4%.

Morgan Stanley upgraded Acadian Asset Management (AAMI) to Overweight, raising its price target to $110. The firm cites growth in systematic investing, improving performance, and sustained demand. AAMI reported Q3 2026 EPS of $1.36, beating estimates, but revenue missed slightly. The stock has surged 96% YTD.

Acadian Asset Management (AAMI) reported record AUM of $239.6B, up 44% YoY, with E&I operating margin at 42.6%. Net inflows were $28.3B YTD, but moderated to $2.6B in Q3. 96% of strategies outperformed benchmarks. Growth driven by enhanced equity and extension strategies. Balance sheet remains strong, with $1.5B returned to shareholders since 2019.

Acadian Asset Management (NYSE:AAMI) reported strong Q3 performance across all major strategies, with assets outperforming benchmarks. Revenue-weighted 5-year returns exceeded benchmarks by 4.8%. Enhanced Equity and Extension strategies drove growth, with the latter reaching $13B. Net flows moderated but the institutional pipeline remains robust. The company declared a $0.10 dividend and holds a strong capital position.

Acadian (AAMI) reported Q3 2026 earnings with $28.3B net inflows, 21% annualized organic growth, and 44% AUM increase to $239.6B. Revenue-weighted strategies outperformed benchmarks, with 96% over 3, 5, and 10 years. EPS rose 138% YoY to $1.36, and ENI margin expanded to 42.6%.

Acadian Asset Management reported Q3 2026 revenue of $191.2M, up 32.6% YoY, and net income of $35.5M, up 135.1%. Diluted GAAP EPS was $1.00, while ENI EPS reached a record $1.36. AUM rose 44% YoY to $239.6B. Management fees hit a quarterly record of $187.8M, up 38%.