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Dec 31, 2025
Artisan Partners Q4 2025 Earnings Report
Reported strong fourth-quarter results driven by higher revenues, margin expansion, and growth in adjusted earnings.
Key Takeaways
Artisan Partners delivered solid Q4 2025 results with higher revenues, expanding operating margins, and double-digit growth in adjusted net income and earnings per share, supported by improved average AUM and fee rates.
Revenue increased meaningfully in Q4 2025 driven by higher average AUM and fees
Adjusted operating margin expanded to over 40%
Adjusted net income and adjusted EPS both grew more than 20% year over year
GAAP profitability remained strong with net income near $95 million
Forward Guidance
Management emphasized a disciplined, long-term growth approach supported by strong cash generation, a variable cost structure, and conservative balance sheet positioning.
Positive Outlook
- Strong cash flow generation
- Variable cost structure supports margin stability
- Conservative leverage profile
- Aligned employee incentive structure
- Focus on long-term organic growth
Challenges Ahead
- Results remain sensitive to market conditions
- Potential net outflows in certain asset classes
- Performance variability across strategies
- Competitive pressure on fees over time
- Regulatory and macroeconomic uncertainty
Historical Earnings Impact
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Avg. Return Before/After Earnings
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