Artisan Partners Asset Management Inc. — Form 8-K
Filed July 28, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 48/100
What the filing says
Artisan Partners reported Q2 2026 ending AUM of $183.4 billion (record quarter-end), with revenues of $307.9 million (up 9% YoY) and adjusted operating income of $101.4 million (up 13% YoY). However, the firm experienced $10.5 billion in net outflows during Q2, including $6.4 billion from the U.S. Value team's loss of a single sub-advisory mandate. Consequently, management decided to wind down the U.S. Value business (three strategies: U.S. Mid-Cap Value, Value Equity, Value Income) by end of Q3 2026. Credit strategies added $700 million (15% annualized growth, 16 consecutive quarters positive); alternatives added $300 million. Grandview Property Partners acquisition (closed Jan 2, 2026) brought $880 million AUM. Dividend declared at $0.80/share for Q2 (80% of quarterly cash generation).
Why this rating
U.S. Value wind-down (~$1.78B AUM) is 0.6% of firm AUM—meaningful but not transformational. Record AUM and strong credit/alternatives offset equity headwinds. No material M&A or restructuring. Moderate business adjustment, not trajectory-changing.
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