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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
Dividends Score
Market Cap
Dividend Yield
Payout Ratio
Last Dividend
Annual Dividend
Dividend Percentile
Dividend Dropped Count (L10Y)
Ex-dividend Date
Div. Payment Date
JHG
JANUS HENDERSON GROUP PLC
$5.32B4.71%59.10%$0.3900$1.5676%0
SEIC
SEI INVESTMENTS CO
$8.75B1.34%24.20%$0.4600$0.8926%0
FHI
FEDERATED HERMES INC
$2.72B6.65%31.80%$1.3100$2.1587%2
VCTR
VICTORY CAPITAL HOLDINGS INC
$3.35B2.50%38.80%$0.3350$1.3048%02024-06-102024-06-25
AMK
ASSETMARK FINANCIAL HOLDINGS INC
$2.54BN/A0.00%N/AN/AN/AN/A
PAX
PATRIA INVESTMENTS LTD
$1.89B1.97%59.70%$0.2510$0.2540%2
GROW
U S GLOBAL INVESTORS INC
$36.31M3.45%75.00%$0.0075$0.0961%22024-06-102024-06-24
AB
ALLIANCEBERNSTEIN HOLDING LP
$3.78B8.40%111.60%$0.7300$2.7691%11
HNNA
HENNESSY ADVISORS INC
$54.13M7.80%79.70%$0.1375$0.5590%02024-06-05
BEN
FRANKLIN RESOURCES INC
$11.96B5.36%69.70%$0.3100$1.2281%12024-06-282024-07-12
MAIN
MAIN STREET CAPITAL CORP
$4.10B8.15%70.90%$0.2400$3.9091%21
VINP
VINCI PARTNERS INVESTMENTS LTD
$603.28M1.89%44.00%$0.2000$0.2038%2
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$3.46B6.72%84.80%$0.6100$2.8987%102024-05-31
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$750.69M10.93%79.70%$0.1025$1.2395%42024-06-03
CCAP
CRESCENT CAPITAL BDC INC
$670.07M10.56%67.70%$0.4100$1.9195%6
GLAD
GLADSTONE CAPITAL CORP
$482.08M9.09%60.90%$0.1650$2.0293%12024-06-182024-05-31
BK
BANK OF NEW YORK MELLON CORP
$43.19B2.91%41.90%$0.4200$1.6854%0
TROW
PRICE T ROWE GROUP INC
$25.74B4.25%58.00%$1.2400$4.9072%22024-06-142024-06-27
WHG
WESTWOOD HOLDINGS GROUP INC
$113.06M4.94%43.20%$0.1500$0.6078%22024-06-032024-07-01
RAND
RAND CAPITAL CORP
$40.01M7.29%61.90%$0.2500$1.1389%32024-05-312024-06-14
GBDC
GOLUB CAPITAL BDC INC
$2.80B12.82%100.00%$0.3900$2.0997%82024-06-14
VRTS
VIRTUS INVESTMENT PARTNERS INC
$1.61B3.26%43.50%$1.9000$7.3559%02024-07-312024-08-15
NTRS
NORTHERN TRUST CORP
$16.72B3.67%66.10%$0.7500$3.0064%02024-06-072024-07-01
BUR
BURFORD CAPITAL LTD
$3.05BN/A4.20%N/AN/AN/AN/A
STT
STATE STREET CORP
$22.24B3.66%49.40%$0.6900$2.7064%02024-07-012024-07-11
AMTD
AMTD IDEA GROUP
$135.22MN/A0.00%N/AN/AN/AN/A
HLNE
HAMILTON LANE INC
$6.72B1.44%47.80%$0.4450$1.7829%02024-06-142024-07-05
GECC
GREAT ELM CAPITAL CORP
$96.70M14.66%67.90%$0.3500$1.5098%52024-06-142024-06-28
WT
WISDOMTREE INC
$1.49B1.23%21.70%$0.0300$0.1224%2
BLK
BLACKROCK INC
$112.43B2.66%50.60%$5.1000$20.1050%12024-06-072024-06-24
HTGC
HERCULES CAPITAL INC
$3.14B9.92%86.00%$0.4800$1.9294%1
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$1.07B10.12%83.50%$0.4500$1.6794%12024-06-282024-07-29
AMP
AMERIPRISE FINANCIAL INC
$42.51B1.29%18.50%$1.4800$5.5326%0
DHIL
DIAMOND HILL INVESTMENT GROUP INC
$412.33M4.03%40.80%$1.5000$6.0069%22024-06-032024-06-14
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$210.15M4.97%79.80%$0.1900$0.7579%02024-06-142024-06-21
PFG
PRINCIPAL FINANCIAL GROUP INC
$18.84B3.30%48.70%$0.6900$2.6559%12024-06-032024-06-27
SII
SPROTT INC
$1.14B0.56%27.60%$0.2500$0.259%1
CSWC
CAPITAL SOUTHWEST CORP
$1.14B9.77%120.50%$0.6300$2.4794%62024-06-142024-06-28
FDUS
FIDUS INVESTMENT CORP
$628.86M14.40%97.60%$0.6500$2.8798%52024-06-182024-06-26
NMFC
NEW MOUNTAIN FINANCE CORP
$1.33B12.20%131.90%$0.3600$1.5396%3
PFX
PHENIXFIN CORP
$90.54M2.92%0.00%$1.3100$1.3154%7
SLRC
SLR INVESTMENT CORP
$887.60M8.40%84.40%$0.4100$1.3791%12024-06-132024-06-27
CGBD
CARLYLE SECURED LENDING INC
$899.07M10.17%101.10%$0.4800$1.8094%32024-06-282024-07-17
EQS
EQUUS TOTAL RETURN INC
$19.63MN/A0.00%N/AN/AN/AN/A
ARCC
ARES CAPITAL CORP
$12.91B9.04%64.40%$0.4800$1.9293%12024-06-142024-06-28
AMG
AFFILIATED MANAGERS GROUP INC
$5.05B0.03%0.20%$0.0100$0.040%12024-05-30
GSBD
GOLDMAN SACHS BDC INC
$1.70B11.87%93.80%$0.4500$1.8096%32024-06-282024-07-26
HYW
HYWIN HOLDINGS LTD
$10.03MN/A0.00%N/AN/AN/AN/A
BX
BLACKSTONE INC
$82.99B1.37%56.00%$0.8000$1.5927%13
GAIN
GLADSTONE INVESTMENT CORPORATION
$509.24M15.85%89.10%$0.0800$2.2099%172024-06-182024-05-31
ARES
ARES MANAGEMENT CORP
$44.05BN/A101.30%$0.6100N/AN/A5
FSK
FS KKR CAPITAL CORP
$5.64B14.90%125.00%$0.0500$3.0098%112024-06-122024-07-02
PTMN
PORTMAN RIDGE FINANCE CORP
$180.54M14.23%165.30%$0.6900$2.7698%52024-05-31
TSLX
SIXTH STREET SPECIALTY LENDING INC
$2.00B11.61%102.80%$0.4600$2.5196%262024-05-312024-06-20
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$1.01B9.79%86.90%$0.3800$1.5294%32024-06-112024-06-27
NOAH
NOAH HOLDINGS LTD
$886.75M2.96%N/A$0.4000$0.4055%0
SWKH
SWK HOLDINGS CORP
$210.66MN/A0.00%N/AN/AN/AN/A
SCM
STELLUS CAPITAL INVESTMENT CORP
$336.31M10.52%142.90%$0.1333$1.4795%12024-05-312024-06-14
APO
APOLLO GLOBAL MANAGEMENT INC
$64.39B0.76%14.40%$0.4300$0.8614%11
WHF
WHITEHORSE FINANCE INC
$299.60M11.71%184.10%$0.3850$1.5196%52024-06-182024-07-02
GCMG
GCM GROSVENOR INC
$1.89B1.10%57.90%$0.1100$0.1121%0
CNS
COHEN & STEERS INC
$3.41B3.44%88.80%$0.5900$2.3261%8
CION
CION INVESTMENT CORP
$665.04M3.14%32.10%$0.0500$0.3957%2
PSEC
PROSPECT CAPITAL CORP
$2.33B12.90%211.80%$0.0600$0.7297%22024-06-262024-06-18
AC
ASSOCIATED CAPITAL GROUP INC
$724.44M0.59%13.00%$0.1000$0.2010%02024-06-142024-06-27
BSIG
BRIGHTSPHERE INVESTMENT GROUP INC
$853.08M0.18%2.40%$0.0100$0.042%12024-06-142024-06-28
STEP
STEPSTONE GROUP INC
$4.78B0.49%72.50%$0.2100$0.217%0
PNNT
PENNANTPARK INVESTMENT CORP
$480.05M13.18%97.80%$0.0700$0.9797%32024-06-142024-06-03
MGLD
MARYGOLD COMPANIES INC
$53.96MN/A0.00%N/AN/AN/AN/A
OWL
BLUE OWL CAPITAL INC
$27.48B0.73%186.70%$0.1400$0.1413%0
TRIN
TRINITY CAPITAL INC
$727.83MN/A64.50%$0.5700N/AN/A0
OXSQ
OXFORD SQUARE CAPITAL CORP
$182.75M17.65%317.60%$0.0350$0.5499%42024-06-142024-05-31
BXSL
BLACKSTONE SECURED LENDING FUND
$5.91BN/A39.20%$0.5300N/AN/A2
GEG
GREAT ELM GROUP INC
$57.06MN/A0.00%N/AN/AN/AN/A
TCPC
BLACKROCK TCP CAPITAL CORP
$932.94M15.69%488.60%$0.3400$1.7199%42024-06-142024-06-28
SAR
SARATOGA INVESTMENT CORP
$321.79M12.18%402.80%$0.7300$2.8696%32024-06-132024-06-27
CRBG
COREBRIDGE FINANCIAL INC
$18.03BN/A27.90%N/AN/AN/AN/A
BN
BROOKFIELD CORP
$63.54B0.33%34.40%$0.0700$0.145%1
PWM
PRESTIGE WEALTH INC
$8.97MN/A0.00%N/AN/AN/AN/A
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$45.51M24.68%-6,300.00%$0.1500$0.78100%52024-06-14
LRFC
LOGAN RIDGE FINANCE CORP
$59.94M5.40%N/A$0.3300$1.2181%52024-05-31
AINC
ASHFORD INC
$16.57MN/A0.00%N/AN/AN/AN/A
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$350.45M17.28%-141.60%$0.4000$1.6099%42024-06-142024-06-28
MRCC
MONROE CAPITAL CORP
$159.46M13.59%5,000.00%$0.2500$1.0097%1
TPG
TPG INC
$15.22B0.53%59.20%$0.2200$0.228%3
KKR
KKR & CO INC
$91.58B0.16%7.10%$0.1650$0.172%5
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$404.84M12.28%-322.70%$0.1100$1.4296%62024-06-172024-06-14
OFS
OFS CAPITAL CORP
$129.96M13.92%-136.40%$0.3400$1.3598%12024-06-182024-06-28
SSSS
SURO CAPITAL CORP
$95.51MN/A0.00%$0.1100N/AN/A5
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$16.31MN/A0.00%N/AN/AN/AN/A
IVZ
INVESCO LTD
$6.81B5.32%-108.10%$0.2050$0.8181%12024-06-04
ALTI
ALTI GLOBAL INC
$608.44MN/A0.00%N/AN/AN/AN/A
HPH
HIGHEST PERFORMANCES HOLDINGS INC
$560.00MN/A0.00%N/AN/AN/AN/A
BBUC
BROOKFIELD BUSINESS CORP
$1.45B0.32%N/A$0.0630$0.065%0
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$15.83B0.57%N/A$0.0800$0.229%02024-05-312024-06-28
CG
CARLYLE GROUP INC
$15.02B1.68%-59.30%$0.3500$0.7034%13
PX
P10 INC
$909.83M0.41%-330.00%$0.0330$0.036%0
BRDG
BRIDGE INVESTMENT GROUP HOLDINGS INC
$931.59M2.21%-128.00%$0.1700$0.1744%2
BENF
BENEFICIENT
$11.19MN/A0.00%N/AN/AN/AN/A
CWD
CALIBERCOS INC
$21.17MN/A0.00%N/AN/AN/AN/A

Asset Management Stocks FAQ

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

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

1. Janus Henderson Group (NYSE:JHG)


Janus Henderson Group (NYSE:JHG) is the top asset management stock with a Zen Score of 57, which is 25 points higher than the asset management industry average of 32. It passed 19 out of 38 due diligence checks and has strong fundamentals. Janus Henderson Group has seen its stock return 24.78% over the past year, overperforming other asset management stocks by 27 percentage points.

Janus Henderson Group has an average 1 year price target of $32.00, a downside of -3.41% from Janus Henderson Group's current stock price of $33.13.

Janus Henderson Group stock has a consensus Sell recommendation according to Wall Street analysts. Of the 7 analysts covering Janus Henderson Group, 14.29% have issued a Strong Buy rating, 0% have issued a Buy, 42.86% have issued a hold, while 0% have issued a Sell rating, and 42.86% have issued a Strong Sell.

2. Sei Investments Co (NASDAQ:SEIC)


Sei Investments Co (NASDAQ:SEIC) is the second best asset management stock with a Zen Score of 54, which is 22 points higher than the asset management industry average of 32. It passed 19 out of 38 due diligence checks and has strong fundamentals. Sei Investments Co has seen its stock return 16.23% over the past year, overperforming other asset management stocks by 19 percentage points.

Sei Investments Co has an average 1 year price target of $70.00, an upside of 5.11% from Sei Investments Co's current stock price of $66.60.

Sei Investments Co stock has a consensus Hold recommendation according to Wall Street analysts. Of the 5 analysts covering Sei Investments Co, 0% have issued a Strong Buy rating, 20% have issued a Buy, 60% have issued a hold, while 0% have issued a Sell rating, and 20% have issued a Strong Sell.

3. Federated Hermes (NYSE:FHI)


Federated Hermes (NYSE:FHI) is the third best asset management stock with a Zen Score of 53, which is 21 points higher than the asset management industry average of 32. It passed 19 out of 38 due diligence checks and has strong fundamentals. Federated Hermes has seen its stock lose -7.95% over the past year, underperforming other asset management stocks by -5 percentage points.

Federated Hermes has an average 1 year price target of $38.40, an upside of 18.85% from Federated Hermes's current stock price of $32.31.

Federated Hermes stock has a consensus Buy recommendation according to Wall Street analysts. Of the 5 analysts covering Federated Hermes, 20% have issued a Strong Buy rating, 20% have issued a Buy, 60% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

What are the asset management stocks with highest dividends?

Out of 64 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 24.68%, which is 18 percentage points higher than the asset management industry average of 6.74%. 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 -6,300% 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 17.65%, which is 11 percentage points higher than the asset management industry average of 6.74%. 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 317.6% 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 17.28%, which is 11 percentage points higher than the asset management industry average of 6.74%. 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 -141.6% indicates that its high dividend yield might not be sustainable for the long-term.

Why are asset management stocks down?

Asset management stocks were down -1.51% in the last day, and down -2.51% over the last week. Blackstone was the among the top losers in the asset management industry, dropping -4.19% yesterday.

Blackstone shares are trading lower. The company announced it reached an agreement to sell Turtle Bay Resorts.

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. Principal Financial Group (NASDAQ:PFG)


Principal Financial Group (NASDAQ:PFG) is the most undervalued asset management stock based on WallStreetZen's Valuation Score. Principal Financial Group has a valuation score of 86, which is 46 points higher than the asset management industry average of 40. It passed 6 out of 7 valuation due diligence checks.

Principal Financial Group's stock has gained 17.45% in the past year. It has overperformed other stocks in the asset management industry by 20 percentage points.

2. Affiliated Managers Group (NYSE:AMG)


Affiliated Managers Group (NYSE:AMG) is the second most undervalued asset management stock based on WallStreetZen's Valuation Score. Affiliated Managers Group has a valuation score of 71, which is 31 points higher than the asset management industry average of 40. It passed 5 out of 7 valuation due diligence checks.

Affiliated Managers Group's stock has gained 11.71% in the past year. It has overperformed other stocks in the asset management industry by 14 percentage points.

3. Bain Capital Specialty Finance (NYSE:BCSF)


Bain Capital Specialty Finance (NYSE:BCSF) is the third most undervalued asset management stock based on WallStreetZen's Valuation Score. Bain Capital Specialty Finance has a valuation score of 71, which is 31 points higher than the asset management industry average of 40. It passed 5 out of 7 valuation due diligence checks.

Bain Capital Specialty Finance's stock has gained 33.17% in the past year. It has overperformed other stocks in the asset management industry by 36 percentage points.

Are asset management stocks a good buy now?

39.71% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 9.01% 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 27.2x.
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.