APAM (Artisan Partners Asset Management) 3-Year RORE % : 31.46% (As of Mar. 2026)


APAM Artisan Partners Asset Management Inc APAM
80 GF Score
Price $35.57
GF Value $47.32
Valuation Modestly Undervalued
! 3 Warning Signs
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What is Artisan Partners Asset Management 3-Year RORE %?

Artisan Partners Asset Management APAM +2.10% 80 3-Year RORE % is 31.46 as of Mar. 2026. GuruFocus rates APAM with a GF Score™ of 80/100 and a GF Value™ of $47.32 (Modestly Undervalued). The stock has 3 warning signs investors should review. Among 1,534 Asset Management companies, Artisan Partners Asset Management ranks better than 61.08% 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. Artisan Partners Asset Management's 3-Year RORE % for the quarter that ended in Mar. 2026 was 31.46%.

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

APAM's 3-Year RORE % is ranked better than
61.08% of 1534 companies
in the Asset Management industry
Industry Median: 11.99 vs APAM: 31.46

Artisan Partners Asset Management  (NYSE:APAM) 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.


Artisan Partners Asset Management 3-Year RORE % Related Terms


Artisan Partners Asset Management 3-Year RORE % Historical Data

* Premium members only.

The historical data trend for Artisan Partners 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.

Artisan Partners Asset Management 3-Year RORE % Chart

Artisan Partners 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 127.98 -23.95 -96.46 43.03 33.33

Artisan Partners 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 49.43 40.28 28.57 33.33 31.46

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

For the Asset Management subindustry, Artisan Partners 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.


Artisan Partners Asset Management 3-Year RORE % vs Asset Management Industry

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

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


APAM
80GF Score
Artisan Partners Asset Management Inc APAM
3-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Artisan Partners Asset Management 3-Year RORE % Calculation

Artisan Partners 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 )
=( 3.95-3.28 )/( 10.85-8.72 )
=0.67/2.13
=31.46 %

* 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 31.46 mean?
Artisan Partners Asset Management (APAM) has a 3-Year RORE % of 31.46 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 Artisan Partners Asset Management and its competitors. According to the industry distribution chart, Artisan Partners Asset Management ranks #597 out of 1534 companies in the Asset Management industry, placing it in the top 38.9%.
Is Artisan Partners Asset Management's 3-Year RORE % too high?
Artisan Partners Asset Management's current 3-Year RORE % is 31.46. The Asset Management industry median 3-Year RORE % is 11.99. Artisan Partners Asset Management's value of 31.46 is 162.4% above this industry median. Based on the distribution chart, Artisan Partners Asset Management ranks #597 out of 1534 companies in the Asset Management industry, which is above the industry midpoint. Overall, Artisan Partners Asset Management has a GF Score™ of 80/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Artisan Partners Asset Management's 3-Year RORE % compare to NVG and AAMI?
According to the Asset Management industry distribution chart, Artisan Partners Asset Management ranks #597 out of 1534 companies for 3-Year RORE %. This puts Artisan Partners Asset Management in the upper half of its industry. The industry median 3-Year RORE % is 11.99. Artisan Partners Asset Management's value of 31.46 is 162.4% above 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 11.99, based on 1,534 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. Artisan Partners Asset Management's current 3-Year RORE % of 31.46 is 162.4% above 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 Artisan Partners Asset Management and its competitors. For the Asset Management industry, the median 3-Year RORE % is 11.99 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Artisan Partners Asset Management's current 3-Year RORE % is 31.46. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Artisan Partners Asset Management stock overvalued right now?
Based on GuruFocus' analysis, Artisan Partners Asset Management (APAM) is currently considered Modestly Undervalued. The stock's GF Value™ is $47.32, compared to a current price of $35.57 — trading 24.8% below its estimated fair value. The current 3-Year RORE % is 31.46 and 162.4% above the Asset Management industry median of 11.99. Artisan Partners Asset Management's overall GF Score™ is 80/100 with 3 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 Artisan Partners Asset Management (APAM), the current 3-Year RORE % is 31.46 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 Artisan Partners Asset Management (APAM) Overvalued in 2026?

Based on GuruFocus' analysis, Artisan Partners Asset Management stock appears to be undervalued. The current stock price of $35.57 is trading 24.8% below its estimated GF Value™ of $47.32. GuruFocus considers Artisan Partners Asset Management to be Modestly Undervalued.

Key valuation signals for APAM:

  • 3-Year RORE %: 31.46
  • GF Value™: $47.32 vs. price of $35.57 (24.8% below fair value)
  • GF Score™: 80/100 with 3 warning signs
  • Industry Position: 162.4% above the Asset Management median (#597 of 1534)

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


Artisan Partners Asset Management Business Description

Other Exchanges AP0:Germany
Address 875 East Wisconsin Avenue, Suite 800, Milwaukee, WI, USA, 53202
Artisan Partners Asset Management Inc is a investment management firm providing a range of investment strategies to a diverse group of clients around the world. Each of the company's strategies is managed by one of its several investment teams. Investment management services are offered to institutions through separate accounts and mutual funds. Artisan's investment offerings include several long-only, equity investment strategies across a multitude of market capitalization segments and investing styles in both the United States and international markets. The company operates as one segment in the investment management business. The company generates maximum portion of its revenues from clients domiciled in countries outside the United States.
80GF Score

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

$35.57
Price
$47.32
GF Value