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Artisan Partners Asset Management Inc   (NYSE: APAM)
    Sector • Financial    Industry • Investment Services
   Industry • Investment Services
   Sector • Financial


Artisan Partners Asset Management Inc 's ROA from the third quarter of 2026 to the third quarter of 2025 and 5 Year Period

Return on Assets, Quarterly Results, Trends, Rankings, Statistics


What is Artisan Partners Asset Management Inc 's ROA in the third quarter of 2026?
Artisan Partners Asset Management Inc achieved a return on average assets (ROA) of 24.14 % in its third quarter of 2026, which is below Artisan Partners Asset Management Inc 's average return on assets, which stands at 24.82%.

ROA decreased relative to the period ending Jun 30 2026, due to the decline in net income.

However, within the Financial sector 36 other companies had a higher return on assets. While Return on assets, overall ranking has advanced in the Sep 30 2026 quarter, so far to 165, from total ROA ranking in the second quarter of 2026 at 179.

What is ROA?



Return On Assets (Sep 30 2026)
III. Quarter
(Jun 30 2026)
II. Quarter
(Mar 31 2026)
I. Quarter
(Dec 31 2025)
IV. Quarter
(Sep 30 2025)
III. Quarter
Y / Y Total Assets Change -4.17 % 1.03 % 5.17 % 11.87 % 13.08 %
Y / Y Net Income Change -13.04 % 5.04 % -12.56 % 34.93 % -17 %
Net Income (TTM) in million 362 373 368 378 347
Return On Assets (TTM) 24.14 % 24.62 % 24.36 % 25.3 % 23.93 %
APAM's Total Ranking # 165 # 179 # 195 # 181 # 196
Total Assets (TTM) in million 1,516 1,460 1,441 1,577 1,582
Seq. Total Assets Change 3.84 % 1.27 % -8.63 % -0.27 % 9.48 %
Seq. Net Income Change -25.42 % 49.11 % -42.74 % 36.55 % -9.91 %



Return On Assets Company Ranking
Within: No.
Industry # 3
Sector # 37
Overall # 163

Return On Assets Statistics
High Average Low
63.5 %
24.82 %
-10.99 %
(Mar 31 2014)   (Dec 31 2013)



  News about Artisan Partners Asset Management Inc Return on Assets ROA

Artisan Partners Asset Management Strengthens Strategy and Reports $167.8 Billion in Assets Under Management,

Artisan Partners Asset Management: A Strategic Evolution Amidst Market ShiftsIn a compelling juxtaposition of rigorous asset management and strategic foresight, Artisan Partners Asset Management Inc. is poised to enhance its market positioning with significant leadership appointments and an impressive report of assets under management (AUM) as the firm navigates an increasingly complex economic landscape.As of September 30, 2024, Artisan Partners reported a robust preliminary AUM totaling $167.8 billion. This figure not only reflects the firm’s sustained financial health but also underscores its adaptability to market trends and evolving investor preferences. Specifically, Artisan Funds and Artisan Global Funds accounted for $81.0 billion, while separate accounts and other AUM contributed an impressive $86.8 billion. This balanced composition of asset sources demonstrates Artisan’s multifaceted strategy, offering clients a diversified portfolio that aims to seize opportunities across both domestic and international markets.

Artisan Partners Solidifies Its Investment Strategy with New Appointments and Strategic Restructuring

Artisan Partners Strategic Evolution: New Talent Infusion and Growth RestructuringIn recent developments, Artisan Partners Asset Management Inc. (NYSE: APAM) is reinforcing its commitment to excellence and adaptability amidst shifting market dynamics. On October 7, 2024, the firm announced the addition of Brian Louko as a portfolio manager and Scott Bartley as director on their International Value Group. This strategic infusion of talent marks a new chapter for the group, as Mr. Louko is set to expand the team and introduce a dedicated strategy focusing on global special situations and flexible capital opportunities, reinforcing Artisan Partners capacity to navigate diverse investment landscapes.The appointment of Louko and Bartley comes at a pivotal moment for the firm, underscoring Artisan Partners’ proactive approach to harnessing emerging opportunities across global markets. Louko’s expertise in identifying unique investment scenarios will enhance the team’s ability to tap into underappreciated assets and dynamic sectors that present substantial upside potential. Likewise, Bartley’s leadership is poised to guide the team through the complexities of international investing, ensuring a disciplined approach to value creation in a rapidly evolving economic environment.

Artisan Partners Growth Team Undergoes Restructuring as Craigh Cepukenas Transitions from Portfolio Management


Portfolio Management Update for Artisan Partners Growth Team
MILWAUKEE, Aug. 19, 2024 - Artisan Partners Asset Management Inc. (NYSE: APAM) made an important announcement regarding changes within the Artisan Partners Growth Team. Craigh Cepukenas, a respected member of the team, will be stepping down from his portfolio management responsibilities at the end of this year. However, he will continue to contribute in an advisory capacity as a managing director. Effective December 31, 2024, Mr. Cepukenas will no longer be directly involved in portfolio management decisions.
The decision reflects a shift in Artisan Partners strategic approach, as the company seeks to adapt to evolving market dynamics and enhance its growth potential. Cepukenas s continued involvement as a managing director ensures that the team can still benefit from his invaluable expertise and insight gained over years of committed service.




Financial Statements
Artisan Partners Asset Management Inc 's Assets $ 1,516 million APAM's Balance sheet
Artisan Partners Asset Management Inc 's Income $ 75 million Quarterly APAM's Income Statement
APAM's Income by Division See APAM's Income by Division



Annual Return On Assets (Dec 31 2025)
FY 2025
(Dec 31 2024)
FY 2024
(Dec 31 2023)
FY 2023
(Dec 31 2022)
FY 2022
(Dec 31 2021)
FY 2021
Y / Y Total Assets Change -4.31 % 12.32 % 9.24 % -1 % 1.03 %
Total Assets in million 1,349 1,410 1,255 1,149 1,161
Y / Y Net Income Change 8.07 % 12.14 % 25.53 % -44.12 % 44.09 %
Net Income in million 378 350 312 248 445
Annual Return On Assets 28.01 % 24.8 % 24.84 % 21.61 % 38.29 %




Comment on APAM's ROA in the fiscal year ending 2025
In the fiscal year 2025 ROA improved to 28.01 % compared to prior year, due to annual net income growth of 8.07 % to $377.88 million, and due to decline of value in Artisan Partners Asset Management Inc 's assets by -4.31 % to $1,349.25 million, compared to $1,349.25 a year before.


More Return On Assets Ratios
APAM's' Return on Assets at Yahoo Finance
Investment Services Industry Return On Assets Trends and Statistics
Financial Sector Roa Statistics
Roa Trends for overall market
APAM's Roa Ratio versus Investment Services Industry, Financial Sector and overall Market
Highest Ranking Return On Assets
Lowest Ranking Return On Assets
Subscribers only: Roa for APAM's Competitors
Subscribers only: Roa for Artisan Partners Asset Management Inc 's Suppliers
Subscribers only: Return On Assets for APAM's Customers

You may also want to know
APAM's Roi APAM's Inventory Turnover Ratio APAM's Growth Rates APAM's Dividend Comparisons
APAM's Profitability Ratios APAM's Asset Turnover Ratio APAM's Dividend Growth
APAM's Roe APAM's Valuation Ratios APAM's Financial Strength Ratios APAM's Dividend Payout Ratio



Companies with similar Return On Assets at Sep 30 2026, within Financial Sector ROA
Sei Investments Company  48.99 %
Corecivic Inc   42.02 %
Site Centers Corp   34.62 %
Artisan Partners Asset Management Inc   24.14 %
Exzeo Group Inc   23.30 %
Ltc Properties Inc  22.32 %
Miami International Holdings Inc   20.19 %
Moody s Corporation  19.21 %
Cohen and Steers Inc   18.80 %
Federated Hermes Inc   18.68 %
Slide Insurance Holdings Inc   18.23 %
Hamilton Lane Incorporated  17.67 %
Alexanders Inc  16.60 %
Erie Indemnity Company  16.52 %
Price T Rowe Group Inc  14.96 %
Alliancebernstein Holding L p   14.59 %
Cboe Global Markets Inc   14.00 %
Hci Group Inc   13.51 %
Tradeweb Markets Inc   12.11 %
Morningstar inc   11.52 %
Houlihan Lokey Inc   10.16 %
Paccar Inc  10.09 %
Tiptree Inc   9.67 %
Progressive Corp  9.34 %
Victory Capital Holdings Inc   9.28 %
Kingstone Companies Inc   8.91 %
S and p Global Inc   8.90 %
Pagaya Technologies Ltd   8.69 %
Public Storage  8.56 %
Sba Communications Corporation  8.43 %


Date modified: 2026-10-30T13:02:30+00:00


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