Paulson & Co. sells 1,206,839 shares of Acadian Asset Management at $47.69 on 9/3/2025.

Acadian Asset Management Inc. (AAMI) has announced that PAULSON & CO. INC., a 10% owner of the company, has sold 1,206,839 shares at a price of $47.69 per share on September 3, 2025.

Acadian Asset Management Inc. (AAMI) has experienced a notable event with the sale of shares by its 10% owner, PAULSON & CO. INC. On September 3, 2025, the firm sold 1,206,839 shares at a price of $47.69 per share. This transaction occurred amidst a 16.4% decline in the company’s stock price, sparking investor scrutiny [2].

Despite the sale, John Paulson, the Chairman of AAMI, remains the largest shareholder, owning approximately 22% of the outstanding shares [1]. The sale is described as a rebalancing move, aimed at addressing investor interest through reverse inquiry [2]. This strategic decision comes as AAMI has reported strong financial performance, including a 42.2% year-over-year increase in non-GAAP economic net income (ENI) diluted EPS to $0.64 and a 22.2% rise in Adjusted EBITDA to $39.1 million for Q2 2025 [2].

The company’s asset base has also surged, with assets under management (AUM) reaching $151.1 billion as of June 30, 2025—a 34% increase from Q2 2024—driven by record net client cash flows of $13.8 billion [2]. This growth reflects strong demand for AAMI’s systematic strategies, particularly in enhanced equity and emerging markets, where 95% of strategies by revenue outperformed benchmarks over five years, generating 4.5% annualized excess returns [2].

Paulson’s rebalancing move is seen as a tactical adjustment rather than a sign of strategic doubt. His continued ownership and recent receipt of restricted stock units (RSUs) and exercise of stock options indicate his alignment with long-term value creation [1]. Additionally, limited insider activity, with only one insider sale reported over the past 12 months, underscores external confidence in the company [6].

Investors should remain cautious about short-term volatility but focus on the company’s robust fundamentals and Paulson’s continued stake. The company’s commitment to disciplined capital returns, through a $0.01 quarterly dividend and $23.6 million in share repurchases during Q2 2025, further reinforces its commitment to shareholder value [8]. While the stock’s 16.4% post-sale decline may have overcorrected, the underlying business appears well-positioned to capitalize on its unique positioning as a publicly traded systematic manager.

References
[1] https://www.tradingview.com/news/reuters.com,2025:newsml_FWN3US0HH:0-acadian-asset-management-says-chairman-paulson-sold-small-block-of-stock-for-rebalancing-purpose/
[2] https://www.ainvest.com/news/acadian-asset-management-chairman-paulson-sells-shares-strategic-move-signal-investors-2509/
[6] https://www.morningstar.com/news/business-wire/20250905314913/acadian-asset-management-inc-chairman-john-paulson-reaffirms-commitment-as-long-term-shareholder
[8] https://www.investing.com/news/transcripts/earnings-call-transcript-acadian-asset-management-q2-2025-sees-strong-growth-93CH-4164223