Artisan Partners Asset Stock Buy Hold or Sell Recommendation
| APAM Stock | USD 41.93 1.09 2.67% |
Given the investment horizon of 90 days and your conservative attitude towards risk, our recommendation regarding Artisan Partners Asset is 'Cautious Hold'. Macroaxis provides Artisan Partners buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding APAM positions. The advice algorithm takes into account all of Artisan Partners' available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Artisan Partners' buy or sell advice are summarized below:
Real Value 39.37 | Target Price 36 | Hype Value 41.93 | Market Value 41.93 | Naive Value 41.15 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Artisan Partners Asset given historical horizon and risk tolerance towards Artisan Partners. When Macroaxis issues a 'buy' or 'sell' recommendation for Artisan Partners Asset, the advice is generated through an automated system that utilizes algorithms and statistical models.
Artisan |
Execute Artisan Partners Buy or Sell Advice
The Artisan recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Artisan Partners Asset. Macroaxis does not own or have any residual interests in Artisan Partners Asset or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Artisan Partners' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Hyperactively responds to market trends | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Artisan Partners Trading Alerts and Improvement Suggestions
| Over 90.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from investing.com: Artisan Partners EVP Ramirez sells over 100k in company stock |
Artisan Partners Returns Distribution Density
The distribution of Artisan Partners' historical returns is an attempt to chart the uncertainty of Artisan Partners' future price movements. The chart of the probability distribution of Artisan Partners daily returns describes the distribution of returns around its average expected value. We use Artisan Partners Asset price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Artisan Partners returns is essential to provide solid investment advice for Artisan Partners.
| Mean Return | 0.04 | Value At Risk | -2.83 | Potential Upside | 2.74 | Standard Deviation | 1.84 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Artisan Partners historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Artisan Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Artisan Partners is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Artisan Partners Asset backward and forwards among themselves. Artisan Partners' institutional investor refers to the entity that pools money to purchase Artisan Partners' securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Capital World Investors | 2023-12-31 | 1.3 M | Victory Capital Management Inc. | 2023-12-31 | 1.2 M | Royce & Associates, Lp | 2023-12-31 | 1.1 M | Federated Hermes Inc | 2023-12-31 | 970.7 K | Vaughan Nelson Scarbrgh & Mccullough Lp | 2023-12-31 | 934.5 K | Northern Trust Corp | 2023-12-31 | 823.8 K | Wells Fargo & Co | 2023-12-31 | 797.2 K | Bank Of New York Mellon Corp | 2023-12-31 | 626.9 K | Hhg Plc | 2023-12-31 | 567.9 K | Blackrock Inc | 2023-12-31 | 10.8 M | Vanguard Group Inc | 2023-12-31 | 7.9 M |
Artisan Partners Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | (31.3M) | 55.2M | 1.3M | (57.5M) | 35.2M | 37.0M | |
| Free Cash Flow | 275.0M | 315.6M | 392.6M | 293.1M | 369.1M | 270.2M | |
| Depreciation | 6.2M | 6.6M | 6.9M | 7.8M | 9.3M | 5.4M | |
| Other Non Cash Items | (58.7M) | (80.2M) | (79.3M) | (96.7M) | 27.2M | 28.6M | |
| Capital Expenditures | 17.8M | 3.1M | 6.0M | 19.6M | 8.6M | 8.3M | |
| Net Income | 241.5M | 308.5M | 444.5M | 248.4M | 202.4M | 183.6M | |
| End Period Cash Flow | 144.3M | 199.5M | 200.8M | 143.2M | 178.5M | 177.8M | |
| Dividends Paid | 283.0M | 288.8M | 367.9M | 305.9M | (183.4M) | (174.2M) | |
| Change To Inventory | (10.0B) | (6.9B) | (1.6B) | 1.3B | 1.5B | 1.6B | |
| Investments | 278K | 21.9M | (21.0M) | (63.7M) | (39.8M) | (37.8M) | |
| Change Receivables | 9.0M | (14.2M) | (18.0M) | (16.0M) | (14.4M) | (13.6M) | |
| Change To Netincome | 4.6M | 28.7M | 38.4M | 15.2M | 13.7M | 13.0M |
Artisan Partners Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Artisan Partners or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Artisan Partners' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Artisan stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.06 | |
β | Beta against NYSE Composite | 2.01 | |
σ | Overall volatility | 1.73 | |
Ir | Information ratio | -0.0063 |
Artisan Partners Volatility Alert
Artisan Partners Asset has relatively low volatility with skewness of -0.04 and kurtosis of 0.5. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Artisan Partners' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Artisan Partners' stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Artisan Partners Fundamentals Vs Peers
Comparing Artisan Partners' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Artisan Partners' direct or indirect competition across all of the common fundamentals between Artisan Partners and the related equities. This way, we can detect undervalued stocks with similar characteristics as Artisan Partners or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Artisan Partners' fundamental indicators could also be used in its relative valuation, which is a method of valuing Artisan Partners by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Artisan Partners to competition |
| Fundamentals | Artisan Partners | Peer Average |
| Return On Equity | 0.62 | -0.31 |
| Return On Asset | 0.14 | -0.14 |
| Profit Margin | 0.23 % | (1.27) % |
| Operating Margin | 0.29 % | (5.51) % |
| Current Valuation | 3.23 B | 16.62 B |
| Shares Outstanding | 69.91 M | 571.82 M |
| Shares Owned By Insiders | 2.59 % | 10.09 % |
| Shares Owned By Institutions | 89.77 % | 39.21 % |
| Number Of Shares Shorted | 3.11 M | 4.71 M |
| Price To Earning | 8.34 X | 28.72 X |
| Price To Book | 9.26 X | 9.51 X |
| Price To Sales | 3.08 X | 11.42 X |
| Revenue | 1.06 B | 9.43 B |
| Gross Profit | 483.3 M | 27.38 B |
| EBITDA | 395.31 M | 3.9 B |
| Net Income | 202.41 M | 570.98 M |
| Cash And Equivalents | 163.29 M | 2.7 B |
| Cash Per Share | 2.42 X | 5.01 X |
| Total Debt | 312.66 M | 5.32 B |
| Debt To Equity | 0.86 % | 48.70 % |
| Current Ratio | 1.48 X | 2.16 X |
| Book Value Per Share | 4.58 X | 1.93 K |
| Cash Flow From Operations | 377.71 M | 971.22 M |
| Short Ratio | 7.70 X | 4.00 X |
| Earnings Per Share | 3.31 X | 3.12 X |
| Price To Earnings To Growth | 1.38 X | 4.89 X |
| Target Price | 42.25 | |
| Number Of Employees | 573 | 18.84 K |
| Beta | 1.86 | -0.15 |
| Market Capitalization | 2.85 B | 19.03 B |
| Total Asset | 1.41 B | 29.47 B |
| Retained Earnings | 132.13 M | 9.33 B |
| Working Capital | (119.87 M) | 1.48 B |
Note: Disposition of 28212 shares by Eric Colson of Artisan Partners subject to Rule 16b-3 [view details]
Artisan Partners Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Artisan . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Artisan Partners Buy or Sell Advice
When is the right time to buy or sell Artisan Partners Asset? Buying financial instruments such as Artisan Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 299.7M | 319.9M | 312.7M | 219.6M | Total Assets | 1.2B | 1.3B | 1.4B | 868.0M |
Use Investing Ideas to Build Portfolios
In addition to having Artisan Partners in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Asset Allocation ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Asset Allocation ETFs theme has 139 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Asset Allocation ETFs Theme or any other thematic opportunities.
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Check out Artisan Partners Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the Artisan Partners Asset information on this page should be used as a complementary analysis to other Artisan Partners' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.
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When running Artisan Partners' price analysis, check to measure Artisan Partners' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Artisan Partners is operating at the current time. Most of Artisan Partners' value examination focuses on studying past and present price action to predict the probability of Artisan Partners' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Artisan Partners' price. Additionally, you may evaluate how the addition of Artisan Partners to your portfolios can decrease your overall portfolio volatility.
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Is Artisan Partners' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Artisan Partners. If investors know Artisan will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Artisan Partners listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.166 | Dividend Share 2.55 | Earnings Share 3.31 | Revenue Per Share 15.771 | Quarterly Revenue Growth 0.127 |
The market value of Artisan Partners Asset is measured differently than its book value, which is the value of Artisan that is recorded on the company's balance sheet. Investors also form their own opinion of Artisan Partners' value that differs from its market value or its book value, called intrinsic value, which is Artisan Partners' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Artisan Partners' market value can be influenced by many factors that don't directly affect Artisan Partners' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Artisan Partners' value and its price as these two are different measures arrived at by different means. Investors typically determine if Artisan Partners is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Artisan Partners' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.