Vaughan Nelson Investment Management, L.P. Adds $10M in Artisan Partners Asset Management Inc. ($APAM)

Vaughan Nelson Investment Management, L.P. has increased its holdings in Artisan Partners Asset Management Inc. (NYSE: APAM) by 12.6%, according to its latest 13F filing with the SEC. The fund added 289,105 shares, bringing its total to 2,587,946 shares, valued at approximately $92.9 million as of the reporting period.

What Changed in Vaughan Nelson's Artisan Partners Position

Vaughan Nelson's move to boost its stake in Artisan Partners signifies continued confidence in the asset management firm. The fund's stake grew from 2,298,841 shares to 2,587,946 shares, marking a 12.6% increase. This adjustment is valued at about $92.9 million, reflecting a strategic addition to its portfolio.

Other Institutional Activity in Artisan Partners

Other institutional investors also adjusted their positions in Artisan Partners. BlackRock, Inc. added 187,117 shares to its holdings, reaching 10,360,133 shares valued at approximately $377.0 million. Meanwhile, Kayne Anderson Rudnick Investment Management LLC reduced its stake by 150,885 shares, ending with 5,564,382 shares worth around $202.5 million. Vanguard Portfolio Management LLC and Vanguard Capital Management LLC both initiated positions, each acquiring over 3 million shares, valued at $150.3 million and $110.3 million, respectively. State Street Corp slightly trimmed its holdings by 8,494 shares, maintaining 2,842,095 shares valued at about $103.4 million.

Artisan Partners Stock Snapshot

Shares of Artisan Partners Asset Management (NYSE: APAM) are trading at $35.88. The company has a market capitalization of approximately $2.55 billion and a price-to-earnings (P/E) ratio of 9.0. Its stock has fluctuated between $34.37 and $48.50 over the past year. The 50-day moving average stands at $37.06, while the 200-day moving average is $41.06. Artisan Partners has a beta of 1.66, indicating a higher volatility compared to the market.

Recent Earnings

Artisan Partners reported revenue of $1.22 billion, with a revenue growth of 9.3%. The company achieved a net margin of 23.5% and a return on equity of 72.5%. Earnings per share were $3.99. The next earnings report is scheduled for July 28, 2026.

Dividend

Artisan Partners offers an annual dividend rate of $3.39, yielding 9.45%. The dividend payout ratio stands at 82.71%, reflecting a significant return to shareholders.

Insider Buying and Selling at Artisan Partners Asset Management Inc.

Several insiders at Artisan Partners made purchases on March 2, 2026. Executive Vice President Samuel Bentson acquired a total of 27,100 shares, while Christopher Krein, also an Executive Vice President, bought 22,816 shares. Eileen Lee Kwei and Laura Ellen Simpson, both Executive Vice Presidents, purchased 2,275 and 10,682 shares, respectively. These transactions were not part of a pre-planned trading program.

Analysts Set New Price Targets

Analysts have maintained various ratings for Artisan Partners. On April 30, 2026, RBC Capital maintained a 'buy' rating with a price target of $43. Evercore ISI Group reiterated a 'hold' rating with a target of $38 on the same day. Earlier, on April 7, 2026, Goldman Sachs maintained a 'sell' rating with a $34 target. The consensus among analysts is to hold, with a mean price target of $38.

About Artisan Partners Asset Management Inc.

Artisan Partners Asset Management Inc. is a publicly owned investment manager headquartered in Milwaukee, Wisconsin. The firm offers investment services to a variety of clients, including pension funds, endowments, and charitable organizations. It manages both equity and fixed income portfolios, investing globally in growth and value stocks, as well as non-investment grade corporate bonds. Founded in 1994, Artisan Partners employs 567 people and operates additional offices in major cities like New York and London.

Bottom Line

Vaughan Nelson Investment Management's increase in Artisan Partners Asset Management highlights a strategic adjustment in its investment portfolio. Such moves are closely watched by investors as they provide insight into institutional confidence in the company. It's important to remember that 13F filings reflect holdings as of the end of the reporting period and may not indicate current positions.