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Tatton Asset Management plcAIM:TAM Stock Report

Market Cap UK£455.5m
Share Price
UK£7.50
My Fair Value
UK£8.16
8.1% undervalued intrinsic discount
1Y7.1%
7D1.4%
Portfolio Value
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Tatton Asset Management plc

AIM:TAM Stock Report

Market Cap: UK£455.5m

Tatton Asset Management (TAM) Stock Overview

Through its subsidiaries, engages in the provision of discretionary fund management of investment on-platform and investment wrap services in the United Kingdom. More details

TAM fundamental analysis
Snowflake Score
Valuation0/6
Future Growth2/6
Past Performance5/6
Financial Health6/6
Dividends3/6

Rewards

Earnings are forecast to grow 10.5% per year

Earnings grew by 24.3% over the past year

Risk Analysis

No risks detected for TAM from our risk checks.

TAM Community Fair Values

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Tatton Asset Management

Leading DFM MPS Provider Will Capitalize On IFA Outsourcing Trends For Future Success

Key Takeaways Strong organic flows and operational efficiency are improving margins and driving revenue growth and earnings. Strategic initiatives and market positioning aim to significantly expand assets under management and market share by FY '29.
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UK£8.16
FV
8.1% undervalued intrinsic discount
11.16%
Revenue growth p.a.
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3 days ago author updated this narrative
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Tatton Asset Management plc Competitors

Price History & Performance

Summary of share price highs, lows and changes for Tatton Asset Management
Historical stock prices
Current Share PriceUK£7.50
52 Week HighUK£7.50
52 Week LowUK£5.46
Beta0.70
1 Month Change6.53%
3 Month Change20.97%
1 Year Change7.14%
3 Year Change82.70%
5 Year Change160.42%
Change since IPO296.83%

Recent News & Updates

Recent updates

Getting In Cheap On Tatton Asset Management plc (LON:TAM) Is Unlikely

Mar 12
Getting In Cheap On Tatton Asset Management plc (LON:TAM) Is Unlikely
author-image

Leading DFM MPS Provider Will Capitalize On IFA Outsourcing Trends For Future Success

Strong organic flows and operational efficiency are improving margins and driving revenue growth and earnings.

Tatton Asset Management (LON:TAM) Is Paying Out A Larger Dividend Than Last Year

Jun 30
Tatton Asset Management (LON:TAM) Is Paying Out A Larger Dividend Than Last Year

Tatton Asset Management (LON:TAM) Has Announced That It Will Be Increasing Its Dividend To £0.10

Jun 16
Tatton Asset Management (LON:TAM) Has Announced That It Will Be Increasing Its Dividend To £0.10

Here's Why We Think Tatton Asset Management (LON:TAM) Might Deserve Your Attention Today

Nov 12
Here's Why We Think Tatton Asset Management (LON:TAM) Might Deserve Your Attention Today

Should You Be Adding Tatton Asset Management (LON:TAM) To Your Watchlist Today?

Jun 17
Should You Be Adding Tatton Asset Management (LON:TAM) To Your Watchlist Today?

Know This Before Buying Tatton Asset Management plc (LON:TAM) For Its Dividend

Apr 20
Know This Before Buying Tatton Asset Management plc (LON:TAM) For Its Dividend

Do Tatton Asset Management's (LON:TAM) Earnings Warrant Your Attention?

Mar 22
Do Tatton Asset Management's (LON:TAM) Earnings Warrant Your Attention?

The Tatton Asset Management (LON:TAM) Share Price Is Up 28% And Shareholders Are Holding On

Feb 03
The Tatton Asset Management (LON:TAM) Share Price Is Up 28% And Shareholders Are Holding On

Factors Income Investors Should Consider Before Adding Tatton Asset Management plc (LON:TAM) To Their Portfolio

Jan 06
Factors Income Investors Should Consider Before Adding Tatton Asset Management plc (LON:TAM) To Their Portfolio

With EPS Growth And More, Tatton Asset Management (LON:TAM) Is Interesting

Dec 16
With EPS Growth And More, Tatton Asset Management (LON:TAM) Is Interesting

Shareholder Returns

TAMGB Capital MarketsGB Market
7D1.4%-3.1%1.2%
1Y7.1%6.3%17.0%

Return vs Industry: TAM matched the UK Capital Markets industry which returned 6.2% over the past year.

Return vs Market: TAM underperformed the UK Market which returned 16.9% over the past year.

Price Volatility

Is TAM's price volatile compared to industry and market?
TAM volatility
TAM Average Weekly Movement3.9%
Capital Markets Industry Average Movement3.9%
Market Average Movement4.9%
10% most volatile stocks in GB Market10.9%
10% least volatile stocks in GB Market2.5%

Stable Share Price: TAM has not had significant price volatility in the past 3 months compared to the UK market.

Volatility Over Time: TAM's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
2017113Paul Hogarthwww.tattonassetmanagement.com

Tatton Asset Management plc, through its subsidiaries, engages in the provision of discretionary fund management of investment on-platform and investment wrap services in the United Kingdom. It operates in two segments, Tatton and Paradigm. The company also offers investment management for model portfolios and multi-manager funds; compliance consultancy and technical support services to independent financial advisers; and mortgage and insurance product distribution services.

Tatton Asset Management plc Fundamentals Summary

How do Tatton Asset Management's earnings and revenue compare to its market cap?
TAM fundamental statistics
Market capUK£455.54m
Earnings (TTM)UK£16.14m
Revenue (TTM)UK£45.16m
28.2x
P/E Ratio
10.1x
P/S Ratio

Is TAM overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
TAM income statement (TTM)
RevenueUK£45.16m
Cost of RevenueUK£0
Gross ProfitUK£45.16m
Other ExpensesUK£29.02m
EarningsUK£16.14m

Last Reported Earnings

Mar 31, 2025

Next Earnings Date

n/a

Earnings per share (EPS)0.27
Gross Margin100.00%
Net Profit Margin35.74%
Debt/Equity Ratio0%

How did TAM perform over the long term?

See historical performance and comparison

Dividends

2.5%
Current Dividend Yield
72%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/08/17 15:02
End of Day Share Price 2025/08/15 00:00
Earnings2025/03/31
Annual Earnings2025/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Tatton Asset Management plc is covered by 5 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Paul BryantEquity Development Limited
Stuart DuncanPeel Hunt LLP
Ryan FlightPeel Hunt LLP