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Best Asset Management Stocks to Buy Now (2024)
Top asset management stocks in 2024 ranked by overall Zen Score. See the best asset management stocks to buy now, according to analyst forecasts for the asset management industry.

Industry: Asset Management
Ticker
Company
Zen Score
Valuation Score
Financials Score
Forecast Score
Performance Score
Dividends Score
VCTR
VICTORY CAPITAL HOLDINGS INC
60
86
29
56
50
80
AMK
ASSETMARK FINANCIAL HOLDINGS INC
60
57
100
33
50
JHG
JANUS HENDERSON GROUP PLC
59
43
100
22
30
100
GLAD
GLADSTONE CAPITAL CORP
53
86
29
11
60
80
SEIC
SEI INVESTMENTS CO
53
43
100
11
30
80

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Use Zen Score to quickly analyze stock fundamentals, even if you don't have a finance background. We run time-tested due diligence checks inspired by legendary investors like Warren Buffett, and score each company based on how many they pass/fail.

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Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Mar 2024?

According to Zen Score, the 3 best asset management stocks to buy right now are:

1. Assetmark Financial Holdings (NYSE:AMK)


Assetmark Financial Holdings (NYSE:AMK) is the top asset management stock with a Zen Score of 60, which is 28 points higher than the asset management industry average of 32. It passed 19 out of 33 due diligence checks and has strong fundamentals. Assetmark Financial Holdings has seen its stock return 13.6% over the past year, underperforming other asset management stocks by -12 percentage points.

Assetmark Financial Holdings has an average 1 year price target of $35.00, a downside of -1.16% from Assetmark Financial Holdings's current stock price of $35.41.

Assetmark Financial Holdings stock has a consensus Buy recommendation according to Wall Street analysts. Of the 2 analysts covering Assetmark Financial Holdings, 50% have issued a Strong Buy rating, 0% have issued a Buy, 50% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

2. Victory Capital Holdings (NASDAQ:VCTR)


Victory Capital Holdings (NASDAQ:VCTR) is the second best asset management stock with a Zen Score of 60, which is 28 points higher than the asset management industry average of 32. It passed 22 out of 38 due diligence checks and has strong fundamentals. Victory Capital Holdings has seen its stock return 45.21% over the past year, overperforming other asset management stocks by 19 percentage points.

Victory Capital Holdings has an average 1 year price target of $41.60, a downside of -1.96% from Victory Capital Holdings's current stock price of $42.43.

Victory Capital Holdings stock has a consensus Hold recommendation according to Wall Street analysts. Of the 5 analysts covering Victory Capital Holdings, 20% have issued a Strong Buy rating, 40% have issued a Buy, 20% have issued a hold, while 0% have issued a Sell rating, and 20% have issued a Strong Sell.

3. Janus Henderson Group (NYSE:JHG)


Janus Henderson Group (NYSE:JHG) is the third best asset management stock with a Zen Score of 59, which is 27 points higher than the asset management industry average of 32. It passed 20 out of 38 due diligence checks and has strong fundamentals. Janus Henderson Group has seen its stock return 27.43% over the past year, overperforming other asset management stocks by 2 percentage points.

Janus Henderson Group has an average 1 year price target of $27.90, a downside of -15.17% from Janus Henderson Group's current stock price of $32.89.

Janus Henderson Group stock has a consensus Sell recommendation according to Wall Street analysts. Of the 7 analysts covering Janus Henderson Group, 0% have issued a Strong Buy rating, 0% have issued a Buy, 71.43% have issued a hold, while 0% have issued a Sell rating, and 28.57% have issued a Strong Sell.

What are the asset management stocks with highest dividends?

Out of 67 asset management stocks that have issued dividends in the past year, the 3 asset management stocks with the highest dividend yields are:

1. Investcorp Credit Management Bdc (NASDAQ:ICMB)


Investcorp Credit Management Bdc (NASDAQ:ICMB) has an annual dividend yield of 20.26%, which is 13 percentage points higher than the asset management industry average of 6.88%. Investcorp Credit Management Bdc's dividend payout is not stable, having dropped more than 10% five times in the last 10 years. Investcorp Credit Management Bdc's dividend has not shown consistent growth over the last 10 years.

Investcorp Credit Management Bdc's dividend payout ratio of -242.3% indicates that its high dividend yield might not be sustainable for the long-term.

2. Oxford Square Capital (NASDAQ:OXSQ)


Oxford Square Capital (NASDAQ:OXSQ) has an annual dividend yield of 17.03%, which is 10 percentage points higher than the asset management industry average of 6.88%. Oxford Square Capital's dividend payout is not stable, having dropped more than 10% four times in the last 10 years. Oxford Square Capital's dividend has not shown consistent growth over the last 10 years.

Oxford Square Capital's dividend payout ratio of 168.8% indicates that its high dividend yield might not be sustainable for the long-term.

3. Triplepoint Venture Growth Bdc (NYSE:TPVG)


Triplepoint Venture Growth Bdc (NYSE:TPVG) has an annual dividend yield of 16.88%, which is 10 percentage points higher than the asset management industry average of 6.88%. Triplepoint Venture Growth Bdc's dividend payout is not stable, having dropped more than 10% four times in the last 10 years. Triplepoint Venture Growth Bdc's dividend has shown consistent growth over the last 10 years.

Triplepoint Venture Growth Bdc's dividend payout ratio of -142.9% indicates that its high dividend yield might not be sustainable for the long-term.

Why are asset management stocks up?

Asset management stocks were up 0.42% in the last day, and up 0.37% over the last week.

We couldn't find a catalyst for why asset management stocks are up.

What are the most undervalued asset management stocks?

Based on WallStreetZen's Valuation Score, the 3 most undervalued asset management stocks right now are:

1. Northern Trust (NASDAQ:NTRS)


Northern Trust (NASDAQ:NTRS) is the most undervalued asset management stock based on WallStreetZen's Valuation Score. Northern Trust has a valuation score of 100, which is 58 points higher than the asset management industry average of 42. It passed 7 out of 7 valuation due diligence checks.

Northern Trust's stock has gained 4.66% in the past year. It has underperformed other stocks in the asset management industry by -21 percentage points.

2. Victory Capital Holdings (NASDAQ:VCTR)


Victory Capital Holdings (NASDAQ:VCTR) is the second most undervalued asset management stock based on WallStreetZen's Valuation Score. Victory Capital Holdings has a valuation score of 86, which is 44 points higher than the asset management industry average of 42. It passed 6 out of 7 valuation due diligence checks.

Victory Capital Holdings's stock has gained 45.21% in the past year. It has overperformed other stocks in the asset management industry by 19 percentage points.

3. Swk Holdings (NASDAQ:SWKH)


Swk Holdings (NASDAQ:SWKH) is the third most undervalued asset management stock based on WallStreetZen's Valuation Score. Swk Holdings has a valuation score of 86, which is 44 points higher than the asset management industry average of 42. It passed 6 out of 7 valuation due diligence checks.

Swk Holdings's stock has dropped -2.46% in the past year. It has underperformed other stocks in the asset management industry by -28 percentage points.

Are asset management stocks a good buy now?

38.57% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to fall by -0.09% over the next year.

What is the average p/e ratio of the asset management industry?

The average P/E ratio of the asset management industry is 32.13x.
WallStreetZen does not provide financial advice and does not issue recommendations or offers to buy stock or sell any security.

Information is provided 'as-is' and solely for informational purposes and is not advice. WallStreetZen does not bear any responsibility for any losses or damage that may occur as a result of reliance on this data.