AAMI (Acadian Asset Management) 3-Year RORE % : 11.47% (As of Mar. 2026)


AAMI Acadian Asset Management Inc AAMI
79 GF Score
Price $78.28
GF Value $42.04
Valuation Significantly Overvalued
! 7 Warning Signs
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What is Acadian Asset Management 3-Year RORE %?

Acadian Asset Management AAMI -1.10% 79 3-Year RORE % is 11.47 as of Mar. 2026. GuruFocus rates AAMI with a GF Score™ of 79/100 and a GF Value™ of $42.04 (Significantly Overvalued). The stock has 7 warning signs investors should review. Among 1,536 Asset Management companies, Acadian Asset Management ranks worse than 50.65% on this metric.

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. Acadian Asset Management's 3-Year RORE % for the quarter that ended in Mar. 2026 was 11.47%.

The industry rank for Acadian Asset Management's 3-Year RORE % or its related term are showing as below:

AAMI's 3-Year RORE % is ranked worse than
50.65% of 1536 companies
in the Asset Management industry
Industry Median: 12.5 vs AAMI: 11.47

Acadian Asset Management  (NYSE:AAMI) 3-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


Acadian Asset Management 3-Year RORE % Related Terms


Acadian Asset Management 3-Year RORE % Historical Data

* Premium members only.

The historical data trend for Acadian Asset Management's 3-Year RORE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Acadian Asset Management 3-Year RORE % Chart

Acadian Asset Management Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
3-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 49.94 -7.25 -62.15 -1.50 11.22

Acadian Asset Management Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
3-Year RORE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 5.49 12.81 11.57 11.22 11.47

AAMI vs APAM, PTY, GDV: 3-Year RORE % Comparison

For the Asset Management subindustry, Acadian Asset Management's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Acadian Asset Management 3-Year RORE % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Acadian Asset Management's 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where Acadian Asset Management's 3-Year RORE % falls into.


AAMI
79GF Score
Acadian Asset Management Inc AAMI
3-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Acadian Asset Management 3-Year RORE % Calculation

Acadian Asset Management's 3-Year RORE % for the quarter that ended in Mar. 2026 is calculated as:

3-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 3-year -Cumulative Dividends per Share for 3-year )
=( 2.35-1.64 )/( 6.4-0.21 )
=0.71/6.19
=11.47 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Mar. 2026 and 3-year before.

Frequently Asked Questions Learn more about 3-Year RORE % →
What does a 3-Year RORE % of 11.47 mean?
Acadian Asset Management (AAMI) has a 3-Year RORE % of 11.47 as of Mar. 2026. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Acadian Asset Management and its competitors. According to the industry distribution chart, Acadian Asset Management ranks #778 out of 1536 companies in the Asset Management industry, placing it in the top 50.7%.
Is Acadian Asset Management's 3-Year RORE % too high?
Acadian Asset Management's current 3-Year RORE % is 11.47. The Asset Management industry median 3-Year RORE % is 12.50. Acadian Asset Management's value of 11.47 is 8.2% below this industry median. Based on the distribution chart, Acadian Asset Management ranks #778 out of 1536 companies in the Asset Management industry, which is below the industry midpoint. Overall, Acadian Asset Management has a GF Score™ of 79/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Acadian Asset Management's 3-Year RORE % compare to APAM and PTY?
According to the Asset Management industry distribution chart, Acadian Asset Management ranks #778 out of 1536 companies for 3-Year RORE %. This places Acadian Asset Management in the lower half of its industry. The industry median 3-Year RORE % is 12.50. Acadian Asset Management's value of 11.47 is 8.2% below this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year RORE % for an Asset Management company?
The median 3-Year RORE % among Asset Management companies is 12.50, based on 1,536 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year RORE % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Acadian Asset Management's current 3-Year RORE % of 11.47 is 8.2% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year RORE % mean?
A high 3-Year RORE % can signal that a stock is expensive relative to its fundamentals. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Acadian Asset Management and its competitors. For the Asset Management industry, the median 3-Year RORE % is 12.50 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Acadian Asset Management's current 3-Year RORE % is 11.47. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Acadian Asset Management stock overvalued right now?
Based on GuruFocus' analysis, Acadian Asset Management (AAMI) is currently considered Significantly Overvalued. The stock's GF Value™ is $42.04, compared to a current price of $78.28 — trading 86.2% above its estimated fair value. The current 3-Year RORE % is 11.47 and 8.2% below the Asset Management industry median of 12.50. Acadian Asset Management's overall GF Score™ is 79/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year RORE % calculated?
3-Year RORE % is calculated from a company's financial statements. For Acadian Asset Management (AAMI), the current 3-Year RORE % is 11.47 as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Acadian Asset Management (AAMI) Overvalued in 2026?

Based on GuruFocus' analysis, Acadian Asset Management stock appears to be overvalued. The current stock price of $78.28 is trading 86.2% above its estimated GF Value™ of $42.04. GuruFocus considers Acadian Asset Management to be Significantly Overvalued.

Key valuation signals for AAMI:

  • 3-Year RORE %: 11.47
  • GF Value™: $42.04 vs. price of $78.28 (86.2% above fair value)
  • GF Score™: 79/100 with 7 warning signs
  • Industry Position: 8.2% below the Asset Management median (#778 of 1536)

No single metric tells the full story. See the AAMI stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Acadian Asset Management Business Description

Other Exchanges 2B9:Germany
Address 200 State Street, 13th Floor, Boston, MA, USA, 02109
Acadian Asset Management Inc is a holding company that operates a systematic investment management business through its subsidiary, that offers institutional investors across the globe access to a diversified array of systematic investment strategies designed to meet a range of risk and return objectives.
79GF Score

Get the complete analysis for AAMI

3-Year RORE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$78.28
Price
$42.04
GF Value