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Artisan Partners Asset Management (APAM): Valuation Check After November AUM Update and $2.7 Billion Client Redemption

Simply Wall St · 2d ago

Artisan Partners Asset Management (APAM) just reported preliminary November 2025 assets under management of $180.8 billion, while also disclosing a single $2.7 billion redemption from a non U.S. institutional client tied to local pension dynamics.

See our latest analysis for Artisan Partners Asset Management.

The stock has been drifting lower in recent months, with a 30 day share price return of minus 7.3 percent and a one year total shareholder return of minus 6.8 percent. This suggests momentum is fading despite solid underlying AUM growth and earnings trends.

If this redemption has you rethinking where growth and insider conviction might line up better, now could be a good time to explore fast growing stocks with high insider ownership.

With APAM trading modestly below both analyst targets and intrinsic value estimates, yet facing near term sentiment swings, is the recent weakness a window to buy into durable fee earnings or is the market already discounting future growth?

Most Popular Narrative Narrative: 9.7% Undervalued

Compared with the last close of $41.65, the most followed narrative points to a higher fair value, framing APAM as modestly mispriced today.

The analysts have a consensus price target of $46.125 for Artisan Partners Asset Management based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $51.0, and the most bearish reporting a price target of just $41.5.

Read the complete narrative.

Want to see what sits behind this quiet rerating case? The story leans heavily on compounding revenue, resilient margins and a future earnings multiple that defies today’s mood music. Curious which assumptions do the heavy lifting here, and how they translate into that higher fair value mark? Dive in to unpack the full playbook.

Result: Fair Value of $46.13 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, the narrative could unravel if expansion into new strategies strains resources or if intermediated wealth channels prove less profitable than expected.

Find out about the key risks to this Artisan Partners Asset Management narrative.

Build Your Own Artisan Partners Asset Management Narrative

If you see the setup differently or just want to test your own thesis directly in the numbers, you can build a custom view in minutes: Do it your way.

A great starting point for your Artisan Partners Asset Management research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.

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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.