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Home CompaniesAJ Bell plc

AJ Bell plc

Financial Services Asset Management
PortfolioPortfolio WatchlistWatchlist
Company price
597.0 GBX 4.00 ( 0.67%)
Last update at 2026-10-27T16:39:00Z
VOLUME
412072
Market Cap
2099.42M
P/E
20.38

Momentum Score

…

AJ Bell plc, through its subsidiaries, operates investment platforms in the United Kingdom. The company offers AJ Bell Investcentre, which offers adviser needs and client service, easy-to-use functionality, and a comprehensive investment range at competitive prices; and AJ Bell, an investment platform. It also provides AJ Bell Touch, a mobile-focused platform service for financial advisers; AJ Bell Dodl, an investment platform that offers commission-free service; AJ Bell Investments, which offers investment management solutions through advisers and direct to customers; AJ Bell Securities for wealth management solutions. In addition, the company operates dealing and custody, media, and educational material. The company was founded in 1995 and is headquartered in Manchester, the United Kingdom.

Source: TradingView
The charts and visual representations are sourced from TradingView through embedded widgets. For any issues with chart display, please visit the TradingView website

Day Price Range
583.26
Low
604.50
High
52 Week Price Range
390.36
Low
566.00
High

Momentum Score

…
Loading momentum score…

A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.

Score - Rating
>= 1 - Low / > 1 but < 2 - Below Average / > 2 but < 3 - Average / > 3 but < 4 - Above Average / > 4 - High
AI Summary

AJ Bell plc operates a UK digital investment platform providing SIPPs, ISAs, execution and custody services to retail clients and financial advisers. Long-term growth may be supported by rising DIY investing, platform consolidation, scale benefits and recurring fees tied to assets under administration, making the company appealing for its low-cost digital model and cash-generative operations.
Principal risks include fee income sensitivity to market volatility and AUA flows, intense competition from incumbents and fintechs, regulatory change, and operational or technology failures.

Risk Score
Medium

Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.

Key Metrics*

Previous Close
593.00
Dividend Yield
2.76%
Revenue TTM
316.92M
Revenue Per Share
0.77
Gross Profit TTM
316.92M
Debt / Equity
0.06
ROE
49.89%
Net Debt
-176.13M
ROCE
60.35%
Diluted EPS TTM
0.26

Key Financials*

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

Breakdown 2025-09-30 2024-09-30 2023-09-30 2022-09-30 2021-09-30
Type yearly yearly yearly yearly yearly
Date 2025-09-30 2024-09-30 2023-09-30 2022-09-30 2021-09-30
Income before tax 137.83M 113.28M 87.66M 58.41M 55.08M
Net income 105.12M 84.30M 68.22M 46.74M 43.82M
Selling general administrative 148.12M 162.16M 132.01M 104.87M 89.97M
Selling and marketing expenses 36.63M - - - -
Gross profit 317.85M 269.44M 218.23M 163.85M 145.83M
Reconciled depreciation 4.08M 3.43M 4.79M 3.64M 3.62M
Ebit 138.76M 113.18M 88.61M 58.98M 55.85M
Ebitda 142.84M 116.61M 93.40M 62.82M 59.50M
Depreciation and amortization 4.08M 3.43M 4.79M 3.84M 3.65M
Operating income 131.96M 107.28M 86.22M 58.98M 55.85M
Other operating expenses 185.89M 162.16M 132.01M 104.87M 89.97M
Interest expense 0.93M 0.90M 0.95M 0.77M 0.79M
Tax provision 32.70M 28.99M 19.44M 11.67M 11.26M
Interest income 6.80M 6.91M 2.39M 0.20M 0.02M
Net interest income 5.87M 6.00M 1.44M -0.57M -0.77M
Income tax expense 32.70M 28.99M 19.44M 11.67M 11.26M
Total revenue 317.85M 269.44M 218.23M 163.85M 145.83M
Total operating expenses 185.89M 162.16M 132.01M 104.87M 89.97M
Total other income expense net 5.87M 0.11M 1.44M -0.57M -0.77M
Net income from continuing ops 105.12M 84.30M 68.22M 46.74M 43.82M
Net income applicable to common shares - - - 46.74M 43.82M
Breakdown 2025-09-30 2024-09-30 2023-09-30 2022-09-30 2021-09-30
Type yearly yearly yearly yearly yearly
Date 2025-09-30 2024-09-30 2023-09-30 2022-09-30 2021-09-30
Total assets 303.08M 288.88M 234.32M 165.48M 162.14M
Intangible assets 7.99M 7.54M 7.43M 8.78M 6.01M
Other current assets 21.20M 8.88M - 49.47M 34.46M
Total liab 85.63M 84.89M 68.28M 32.09M 31.43M
Total stockholder equity 217.45M 203.99M 166.04M 133.39M 130.71M
Other current liab 65.19M 65.06M 52.75M 15.98M 13.71M
Common stock 0.05M 0.05M 0.05M 0.05M 0.05M
Capital stock 0.05M 0.05M 0.05M 0.05M 0.05M
Retained earnings 209.19M 197.02M 159.40M 124.89M 122.74M
Other liab - - - 2.00M 1.55M
Good will 6.99M 6.99M 6.99M 6.99M 6.99M
Other assets - - - 0.61M 0.94M
Cash 188.19M 196.65M 146.30M 84.03M 97.06M
Total current liabilities 73.15M 70.80M 55.25M 17.69M 16.00M
Net debt -176.13M -183.47M -133.90M -70.07M -81.47M
Short term debt 2.22M 1.45M 1.54M 1.57M 1.71M
Short long term debt total 12.06M 13.18M 12.41M 13.96M 15.59M
Other stockholder equity 8.21M 6.91M 6.59M 8.46M 7.92M
Property plant equipment - - - 15.60M 16.68M
Total current assets 268.37M 257.26M 204.81M 133.50M 131.52M
Net tangible assets - - - 117.62M 117.70M
Net receivables 58.97M 51.73M 2.61M 42.65M 29.08M
Accounts payable 1.94M 0.46M 0.96M 0.14M 0.58M
Non current assets total 34.71M 31.62M 29.52M 31.98M 30.62M
Capital lease obligations 12.06M 13.18M 12.41M 13.96M 15.59M
Breakdown 2025-09-30 2024-09-30 2023-09-30 2022-09-30 2021-09-30
Type yearly yearly yearly yearly yearly
Date 2025-09-30 2024-09-30 2023-09-30 2022-09-30 2021-09-30
Investments - 3.96M -1.11M -3.18M -6.08M
Change to liabilities - - - 2.84M -1.35M
Total cashflows from investing activities 4.36M 3.96M - -3.18M -6.08M
Net borrowings - - - -1.72M -1.24M
Total cash from financing activities -99.31M -49.90M -38.03M -52.59M -30.97M
Change to operating activities - - - -1.01M -0.07M
Net income 105.12M 84.30M 68.22M 46.74M 43.82M
Change in cash -8.46M 50.35M 62.27M -9.98M 10.68M
Begin period cash flow 196.65M 146.30M 84.03M 94.01M 86.38M
End period cash flow 188.19M 196.65M 146.30M 84.03M 97.06M
Total cash from operating activities 86.48M 96.29M 101.41M 45.80M 47.73M
Issuance of capital stock 0.17M 0.00M -1.97M 0.27M 0.20M
Depreciation 4.08M 3.43M 4.79M 3.64M 3.62M
Other cashflows from investing activities 5.60M 5.44M - 0.20M 0.02M
Dividends paid 52.29M 47.42M 33.29M 50.38M 29.14M
Change to account receivables -10.54M -1.04M - -11.97M -3.83M
Sale purchase of stock -44.61M 0.00M - - -
Other cashflows from financing activities -2.58M -0.90M -2.77M -2.48M -2.03M
Change to netincome - - - 5.56M 5.54M
Capital expenditures 2.44M 2.95M 3.50M 3.38M 3.54M
Change in working capital -8.95M 14.50M 28.38M -10.14M -5.25M
Stock based compensation 4.10M 1.50M 1.10M 4.73M 4.95M
Other non cash items -17.87M -7.44M -1.44M 0.83M 0.79M
Free cash flow 84.05M 93.34M 97.91M 42.42M 44.19M

Peer Comparison*

Sector: Financial Services Industry: Asset Management

Stock Name
Change
(GBX)
Price
(GBX)
Trailing
PE (x)
Forward
PE (x)
Price Sales
TTM (x)
Price to Book Value (x)
Enterprise Value
to Revenue (x)
Enterprise Value
to EBITDA (x)
AJB
AJ Bell plc		 4.00
0.67%		 597.00 20.38 19.19 6.62 8.84 5.49 12.22
MNTN
Schiehallion Fund Ltd		 -0.01
0.46%		 2.18 0.05 - 4.35 1.25 5.65 -
BHMU
BH Macro Limited		 -
-%		 4.29 0.09 - 39.01 0.71 6.47 -
TFG
Tetragon Financial Group Ltd		 0.15
1.00%		 15.10 0.02 7.04 1.16 0.31 2.06 6.56
BPCR
BioPharma Credit PLC		 0.00
0.41%		 0.98 0.09 - 6.73 0.91 7.95 -

Profile*

AJ Bell plc

AJ Bell plc, through its subsidiaries, operates investment platforms in the United Kingdom. The company offers AJ Bell Investcentre, which offers adviser needs and client service, easy-to-use functionality, and a comprehensive investment range at competitive prices; and AJ Bell, an investment platform. It also provides AJ Bell Touch, a mobile-focused platform service for financial advisers; AJ Bell Dodl, an investment platform that offers commission-free service; AJ Bell Investments, which offers investment management solutions through advisers and direct to customers; AJ Bell Securities for wealth management solutions. In addition, the company operates dealing and custody, media, and educational material. The company was founded in 1995 and is headquartered in Manchester, the United Kingdom.

4 Exchange Quay, Manchester, United Kingdom, M5 3EE

44 345 5432600

https://www.ajbell.co.uk

1550

Name Title Year Born
Mr. Peter Birch CFO & Director NA
Mr. Michael T. Summersgill CEO, Member of the Management Board & Director NA
Mr. Roger John Stott COO, Member of the Management Board & Director 1965
Mr. Richard Taylor Chief Operating Officer NA
Mr. Billy Mackay MD of Advised & Member of Management Board NA
Ms. Elizabeth Anne Carrington HR Director & Member of the Management Board 1974
Mr. Christopher Bruce Robinson Group Legal Services Director, Company Sec. & Member of the Management Board NA
Mr. Kevin Doran CFA MD of D2C and Investments & Member of Management Board 1976
Mr. Mohamed Tagari CTO & Member of Management Board 1979
Ms. Karen Goodman Chief Risk Officer & Member of Management Board 1986

Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine is not liable for any errors or omissions in the information provided or for any actions taken in reliance on it. You should seek advice from a financial adviser, stockbroker or other professional adviser (including taxation and legal advice) as necessary before acting on this information.

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