Artisan Partners price target lowered to $43 by TD Cowen on muted flow outlook

Published 15/09/2025, 15:08
Artisan Partners price target lowered to $43 by TD Cowen on muted flow outlook

Investing.com - TD Cowen has reduced its price target on Artisan Partners Asset Management (NYSE:APAM) to $43.00 from $47.00 while maintaining a Hold rating on the stock. According to InvestingPro data, APAM currently trades at $45.69 with a P/E ratio of 12.32 and maintains a strong financial health score of "GREAT."

The adjustment follows investor meetings with Artisan Partners’ CFO on September 11, where TD Cowen emerged with a more mixed outlook regarding the company’s flow and capital deployment prospects.

Despite the target reduction, TD Cowen expressed continued optimism about Artisan’s newer growth initiatives in credit and alternatives, and expects management to execute on small deals.

The firm cited a weaker long-term flow outlook as the primary reason for lowering the target multiple from 12x to 11x revised 2026 estimated earnings.

TD Cowen noted that while Artisan’s 8% forward twelve-month dividend yield should provide downside price support, the company faces challenges compared to peers that offer "superior flow prospects and/or more favorable strategic positioning - particularly into US Retirement." The company has maintained dividend payments for 13 consecutive years, with a current yield of 7.38%. For deeper insights into APAM’s financial health and growth prospects, access the comprehensive Pro Research Report available exclusively on InvestingPro.

In other recent news, Artisan Partners Asset Management reported its second-quarter financial results for 2025, exceeding Wall Street expectations. The company achieved an earnings per share (EPS) of $0.83, surpassing the forecasted $0.81. Additionally, Artisan Partners reported revenue of $282.8 million, which was higher than the anticipated $269 million. These results highlight the company’s strong performance in the quarter. The positive earnings and revenue figures were notable developments for investors. Despite these favorable outcomes, the stock saw only a minor increase in after-hours trading. Analysts had projected these earnings estimates, reflecting their expectations for the company’s performance. These recent developments provide investors with valuable insights into Artisan Partners’ financial health.

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