Stock Ratings / Financials / APAM / forecast

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Artisan Partners Asset Management Inc. (Class A) (APAM) 12-Month Stock Forecast & Price Target Cone

$36.39 +4.78% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $36.79

Artisan Partners Asset Management Inc. (Class A) (APAM) earns a Roarable Rating of B (Buy) with 73/100 RQD Confidence. High-quality cash engine (steady margins, 72% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

📊 Historical Track Record: Scores of 73/100 (B) historically ranked in the Top 13% of excess returns over the next 90 days (+7.1% avg 90D alpha vs SPY • 69.0% hit rate) →

ROARABLE B • BUY Cap $2.95B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $36.79 (+1.10%)🧬 Cannibal Buyback (-2.64% YoY Shares)⚙️ Cash Engine: 11/20 (D+) • 14.3% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 73/100 (B) historically ranked in the Top 13% of excess returns over the next 90 days (+7.1% avg 90D alpha vs SPY • 69.0% hit rate).

Audit Bucket Track Record →

RQD QUANT TACHOMETERBUY • B

JEV AI Jury Split (Battleground)

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw B- · Rk B+

Each axis scored 0–20

12M PRICE TARGET CONE+6.8% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for APAM)Realized 20D OHLCV Swing Band: ±7.2%

Deterministic 5-Pillar Attribution (73/100 Composite)

🔍 WHY APAM SCORES 73/100 (B) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Macro Regime Fit+18/20 pts (25% of score)

FRED Regime × Technicals: 35% of 52W Range • RSI-14 at 60.5 (BULLISH MOMENTUM)

▲ #2 Bullish Driver: Insider Conviction & Share Dilution+17/20 pts (23% of score)

SEC Form 4 / 13F Thermometer: 85% Net Buy • Cannibal Buyback (-2.64% YoY Shares)

▼ #1 Drag / Risk Factor: Cash Engine Quality11/20 pts (-9 pt drag)

Capital intensity & 33.4% operating margin leave 9 pts on the table

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade C+$33.46-3.5% Next Q

Q2 (-2Q)

Grade B-$32.29+4% Next Q

Q3 (-1Q)

Grade B$33.57+8.4% Next Q

Current

Grade B$36.39+7.1% Hist 90D α

Trajectory: C+ (65) → B (73)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the APAM Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 73/100 (B) score, APAM faces multiple-compression risk if 10.2x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Broader market pullbacks can still drag down strong stocks in the short run.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.64% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($36.82) or 200D SMA ($38.29) invalidates the momentum regime and cuts Target Base ($38.85) toward Bear Floor ($29.84).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $APAM• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “APAM Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”

YES 73%NO 27%Trade / Inspect Odds →

INTERACTIVE 12-MONTH POSITION SIMULATOR

Drag to Test Your APAM Position Size: $10,000

Shares at $36.39: 274.8 sh

$1,000$10,000$25,000$50,000$100,000

12M Bear Case FloorTarget $29.84

$8,200

$-1,800 (-18.0%)

12M Consensus BaseTarget $38.85

$10,676

+$676 (+6.8%)

12M Bull Case BreakoutTarget $48.86

$13,427

+$3,427 (+34.3%)

Wall Street Analyst Breakdown & Historical Accuracy Audit (34 Desks)

Street Historical Accuracy: 64/100

● Strong Buy / Buy: 23● Hold: 9● Sell: 2

Wall Street Firm	Stance	12M Target	1Y Accuracy	Track Grade
Morgan StanleyInstitutional Equity Desk	OUTPERFORM	$40	74%	A
Goldman SachsSector Coverage Lead	BUY	$46	69%	B
JP MorganUS Large-Cap Research	HOLD	$34	58%	C

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (APAM Tape Review)

✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
✓Forensic Red-Light accounting & dilution traps to review on your watchlist
✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?

Join Founding VIP Waitlist (No Card Required) →$100K Arena

APAM // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -2.80%📐 HORIZONTAL RANGE

2026-10-30O $36.34H $37.23L $35.99C $36.39VOL 1.03M

RES: $48.96SUP: $30.33SMA50: $36.82SMA200: $38.29

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

APAM Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 APAM Butterfly Map → + Track APAM →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

-0.8%/yr Implied 5Y Growth

vs. +7.6% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on APAM today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for APAM. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for APAM today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (APAM)

Financials Rank #73 of 1096 ⚔️ NAN vs APAM Full Matrix →

1. Head-to-Head Financials Peer Comparison (APAM vs. NAN, FSK, HTGC, AAMI)

Industry: Investment Managers (79 Tracked Issuers)

Across 1096 tracked Financials securities in the Roarable RQD universe, Artisan Partners Asset Management Inc. (Class A) (APAM) ranks #73 by composite RQD confidence (73/100, grade B) and #371 by equity capitalization ($2.95B). Within this direct 5-issuer industry benchmark cohort, HTGC leads on earnings valuation at 9.3x trailing P/E, while APAM leads on capital efficiency and profitability with 71.9% ROIC and — gross margin. APAM currently leads its immediate peer cohort in composite quantitative strength at 73/100 (B).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
APAM ACTIVE Artisan Partners Asset Management Inc. (Class A)	B	73/100	10.2x	—	71.9%	+4.78%	$2.95B	Benchmark Subject
NAN Nuveen New York Quality Municipal Income Fund	C-	60/100	—	—	—	+1.63%	$3.01B	/nan-vs-apam →
FSK FS KKR Capital Corp.	C+	67/100	—	—	0.2%	+4.30%	$3.09B	/fsk-vs-apam →
HTGC Hercules Capital Inc.	D-	41/100	9.3x	—	15.3%	+1.75%	$3.16B	/htgc-vs-apam →
AAMI Acadian Asset Management Inc.	D+	52/100	40.5x	—	40.3%	+0.06%	$3.24B	/aami-vs-apam →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001517302

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Artisan Partners Asset Management Inc. (Class A) (APAM) reported GAAP revenue of $1.20B (+7.6% vs. FY2024 revenue of $1.11B , and +22.7% cumulative change since FY2023) , GAAP net income of $290.3M, operating cash flow of $172.0M, and free cash flow of $171.6M (-53.8% YoY). On the balance sheet, APAM closed FY2025 with $1.58B in total assets against $0 in total debt (Altman Z-Score: N/A, Piotroski F-Score: 6/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$1.20B	$290.3M	$172.0M	$171.6M	$1.58B	—
FY2024 (FY)	2024-12-31	$1.11B	$259.7M	$372.8M	$371.3M	$1.62B	—
FY2023 (FY)	2023-12-31	$975.1M	$222.3M	$253.0M	$253.0M	—	—

3. APAM Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is APAM stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-01, Artisan Partners Asset Management Inc. (Class A) (NYSE: APAM) is rated B (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 73/100 at a spot price of $36.39 (+4.78% 1D, market cap $2.95B). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 14/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 18/20, and SEC Balance-Sheet Forensics 17/20. Across 1096 tracked Financials issuers, APAM ranks #73 in composite RQD confidence.

How does APAM compare to NAN and FSK in the Financials sector?

Within the Financials sector (Investment Managers), APAM carries a Roarable B (73/100 RQD), trailing P/E of 10.2x, gross margin of —, and ROIC of 71.9%. By comparison, NAN (Nuveen New York Quality Municipal Income Fund) holds a C- grade (60/100 RQD, P/E N/A, ROIC —, cap $3.01B) and FSK (FS KKR Capital Corp.) posts a C+ grade (67/100 RQD, P/E N/A, ROIC 0.2%, cap $3.09B). Among the 5-stock peer group, HTGC leads on earnings multiple (9.3x) while APAM leads on capital efficiency (71.9% ROIC).

What are the biggest fundamental strengths and SEC risk factors for APAM?

Per APAM's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001517302), Artisan Partners Asset Management Inc. (Class A) generated $1.20B in revenue (+7.6% YoY), $290.3M in net income, and $171.6M in free cash flow against $1.58B in total assets and $0 in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is APAM trading relative to its 50-day, 200-day, and 52-week technical levels?

APAM last traded at $36.39 (+4.78% on volume of 1,645,558 shares), positioning the stock -1.17% below its 50-day simple moving average ($36.82) and -4.96% below its 200-day simple moving average ($38.29). Across its 52-week range of $30.86 to $46.53, APAM sits at the 35.3% percentile with a 14-day RSI of 60.5 (BULLISH MOMENTUM) and an implied next-earnings move of ±7.2% ($33.77 to $39.01).

APAM Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

What is APAM's 12-month stock price target?

Artisan Partners Asset Management Inc. (Class A) (APAM) carries a 12-month consensus base price target of $38.85 (+6.8% from $36.39), with a bull-case target of $48.86 and a bear-case floor of $29.84.

Is APAM stock a Buy, Hold, or Sell right now?

Roarable's 5-Pillar RQD Quant Engine rates APAM B (Buy — BUY) with an RQD Confidence score of 73/100.

Direct Sub-Reports: APAM RQD Cockpit APAM 12M Forecast APAM Earnings & Move APAM Dividends & DRIP APAM Insiders & 13F APAM Whale Options APAM Profit Sankey APAM News & Why