Q1 2026 Acadian Asset Management Inc Earnings Call Transcript

Apr 30, 2026 / 03:00 PM GMT

Release Date Price: $67.35 (+3.49%)

Transcript 10-Q8-K

Key Points

Positve

Acadian Asset Management Inc (AAMI) reported a 21% increase in U.S. GAAP net income attributable to controlling interest and a 26% rise in EPS compared to the previous year.
The company achieved a record high in assets under management (AUM), growing 61% from Q1 2025 to $195.7 billion as of March 31, 2026.
Acadian Asset Management Inc (AAMI) realized $21.4 billion of positive net flows in Q1 2026, marking a new quarterly record.
The company's adjusted EBITDA increased by 76%, driven by an increase in management fees.
Acadian Asset Management Inc (AAMI) has a strong investment performance track record, with 96% of strategies by revenue outperforming their respective benchmarks across three, five, and ten-year periods.

Negative

Despite strong performance, the company faced a slight headwind in its managed strategy due to macroeconomic challenges.
The average fee rates did not change significantly quarter-to-quarter, indicating potential pressure on fee structures.
Variable compensation increased by 35% year-on-year, which could impact overall profitability.
The company's gross debt to adjusted EBITDA ratio was slightly higher quarter-on-quarter, reflecting typical first-quarter revolver draw.
There is a potential headwind in the next quarter due to the full run rate impact of the continued mix shift to enhanced strategies.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AAMI.N - Acadian Asset Management Inc
Q1 2026 Acadian Asset Management Inc Earnings Call
Apr 30, 2026 / 03:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, thank you for.

Ladies and gentlemen, thank you for standing by. Welcome to the Acadian Asset Management, Inc. Earnings conference call and webcast for the first quarter.

Ladies.

Ladies and gentlemen, thank you for standing by. Welcome to the Acadian Asset Management, Inc. Earnings conference call and webcast for the first quarter 2026.

During the call, all participants will be in a listen-only mode. After the presentation, we will conduct a question-and-answer session. To be added to the queue, please press the star followed by one at any time during the call.

If you need to reach an operator, please press the star followed by zero. Please note that

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