AJ Bell (AJB) Stock Overview
Through its subsidiaries, operates investment platforms in the United Kingdom. More details
| Snowflake Score | |
|---|---|
| Valuation | 1/6 |
| Future Growth | 3/6 |
| Past Performance | 5/6 |
| Financial Health | 6/6 |
| Dividends | 3/6 |
AJB Community Fair Values
Create NarrativeSee what 19 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
AJ Bell plc Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | UK£6.06 |
| 52 Week High | UK£6.63 |
| 52 Week Low | UK£4.14 |
| Beta | 0.87 |
| 1 Month Change | -0.98% |
| 3 Month Change | 10.08% |
| 1 Year Change | 15.32% |
| 3 Year Change | 88.79% |
| 5 Year Change | 43.19% |
| Change since IPO | 175.45% |
Recent News & Updates
Narrative Update • Jun 29
AJB: Future Returns Will Balance Buybacks Dividend Growth And Moderated Expectations
Analysts have raised their price target for AJ Bell to £6.11, up from a previous fair value of £5.41. They cite updated assumptions on discount rate, revenue growth, profit margin and future P/E as the main drivers of the change.
Narrative Update • Jun 15
AJB: Future Shareholder Returns Will Be Driven By Rising Dividends And Buybacks
AJ Bell’s analyst price target has been adjusted slightly to reflect updated views on discount rates, revenue growth assumptions, profit margins and future P/E expectations. Analysts are broadly fine tuning their valuation framework rather than making a major shift in sentiment on the stock.Narrative Update • Jun 01
AJB: Future Shareholder Returns Will Be Driven By Dividends And Buybacks
Analysts have lifted their fair value estimate for AJ Bell from £6.30 to £7.20, citing updated assumptions around discount rates, slightly lower revenue growth and profit margin expectations, and a higher future P/E multiple. What's in the News AJ Bell completed a share buyback program announced on 4 December 2025, repurchasing 5,887,005 shares, representing 1.46% of the company, for £27.72m between 4 December 2025 and 31 March 2026 (Key Developments).Analysis Article • May 24
AJ Bell plc Just Recorded A 6.3% Revenue Beat: Here's What Analysts Think
The investors in AJ Bell plc 's ( LON:AJB ) will be rubbing their hands together with glee today, after the share price...Recent updates
Narrative Update • Jun 29
AJB: Future Returns Will Balance Buybacks Dividend Growth And Moderated Expectations
Analysts have raised their price target for AJ Bell to £6.11, up from a previous fair value of £5.41. They cite updated assumptions on discount rate, revenue growth, profit margin and future P/E as the main drivers of the change.Narrative Update • Jun 15
AJB: Future Shareholder Returns Will Be Driven By Rising Dividends And Buybacks
AJ Bell’s analyst price target has been adjusted slightly to reflect updated views on discount rates, revenue growth assumptions, profit margins and future P/E expectations. Analysts are broadly fine tuning their valuation framework rather than making a major shift in sentiment on the stock.Narrative Update • Jun 01
AJB: Future Shareholder Returns Will Be Driven By Dividends And Buybacks
Analysts have lifted their fair value estimate for AJ Bell from £6.30 to £7.20, citing updated assumptions around discount rates, slightly lower revenue growth and profit margin expectations, and a higher future P/E multiple. What's in the News AJ Bell completed a share buyback program announced on 4 December 2025, repurchasing 5,887,005 shares, representing 1.46% of the company, for £27.72m between 4 December 2025 and 31 March 2026 (Key Developments).Analysis Article • May 24
AJ Bell plc Just Recorded A 6.3% Revenue Beat: Here's What Analysts Think
The investors in AJ Bell plc 's ( LON:AJB ) will be rubbing their hands together with glee today, after the share price...Analysis Article • May 19
Here's Why AJ Bell (LON:AJB) Has Caught The Eye Of Investors
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Narrative Update • May 04
AJB: Future Dividend Payout Will Underpin Attractive Upside Potential
Analysts have nudged their AJ Bell price target slightly higher to £6.30 from £6.25, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E, while keeping their overall view broadly consistent. What's in the News At the Annual General Meeting on 4 February 2026, shareholders approved a final dividend for the financial year ended 30 September 2025 of 9.75 pence per ordinary share, scheduled for payment on 13 February 2026 (Key Developments).Narrative Update • Apr 19
AJB: Future Returns Expected To Balance Dividend Income And Moderated Expectations
Analysts have trimmed their AJ Bell price target, with fair value moving from about £5.60 to roughly £5.41, reflecting slightly lower assumptions for growth, profitability and future P/E multiples. What's in the News The final dividend for the financial year ended 30 September 2025 has been set at 9.75 pence per ordinary share, following approval at the Annual General Meeting on 4 February 2026.Narrative Update • Apr 05
AJB: Dividend Payout And Stable Margins Will Support Future Upside
Analysts have kept AJ Bell's fair value estimate steady at £6.25, highlighting only minor adjustments to assumptions around discount rate, revenue growth, profit margin and future P/E, which together support an unchanged price target. What's in the News At the Annual General Meeting on 4 February 2026, shareholders approved a final dividend of 9.75 pence per ordinary share for the financial year ended 30 September 2025, scheduled for payment on 13 February 2026 (Key Developments).Narrative Update • Mar 21
AJB: Dividend And Margin Resilience Will Support Future Upside
Analysts have kept their fair value estimate for AJ Bell steady at £6.25, with only small refinements to assumptions around discount rate, revenue growth, profit margin and future P/E informing this unchanged price target. What's in the News Shareholders approved a final dividend for the financial year ended 30 September 2025 of 9.75 pence per ordinary share at the Annual General Meeting held on 4 February 2026, with payment scheduled for 13 February 2026 (Key Developments).Narrative Update • Mar 06
AJB: Dividend Policy And Stable Margins Will Support Long Term Upside
Analysts have maintained their AJ Bell fair value estimate at £6.25, with only minor adjustments to inputs such as discount rate, revenue growth, profit margin and future P/E assumptions supporting this unchanged price target. What's in the News At the Annual General Meeting on 4 February 2026, shareholders approved a final dividend for the financial year ended 30 September 2025 of 9.75 pence per ordinary share, with payment scheduled for 13 February 2026 (Key Developments).Narrative Update • Feb 20
AJB: Dividend And Buyback Programme Will Drive Long Term Upside
Analysts have made only marginal tweaks to their underlying assumptions for AJ Bell, with a slightly lower discount rate, modestly higher revenue growth and a near unchanged future P/E, which guides a small, finely balanced adjustment to their overall price target in £ terms. What's in the News The Board proposes a final dividend of 9.75 pence per share for the year ended 30 September 2025, taking the total ordinary dividend for the year to 14.25 pence per share.Narrative Update • Feb 06
AJB: Dividend Growth And Share Buybacks Will Support Long Term Upside
Analysts have trimmed their price target on AJ Bell to £6.25 from £6.50, citing updated assumptions that reflect a slightly lower discount rate, a small uplift in expected revenue growth and profit margins, and a more restrained future P/E multiple. What's in the News The board proposes a final dividend of 9.75 pence per share for the year ended 30 September 2025, taking the total ordinary dividend to 14.25 pence per share.Narrative Update • Jan 22
AJB: Share Buybacks And Progressive Dividend Policy Will Support Future Upside Potential
Analysts have made a small upward adjustment to their AJ Bell price target to £6.25, citing only minor tweaks to assumptions around the discount rate, revenue growth and future P/E that leave their core fair value view broadly unchanged. What's in the News AJ Bell announced a share repurchase program of up to £50m of ordinary shares, with purchased shares to be cancelled and the program running through FY26, aimed at returning surplus capital to shareholders (company announcement).Narrative Update • Jan 07
AJB: Share Buyback And Rising Dividend Will Support Future Upside Potential
Analysts have lifted their price target on AJ Bell, pointing to slightly higher assumed revenue growth and a higher future P/E multiple, partly balanced by lower projected profit margins and a marginally higher discount rate. What's in the News The board of AJ Bell plc has authorized a share buyback plan dated 4 December 2025.Analysis Article • Dec 21
AJ Bell (LON:AJB) Will Pay A Larger Dividend Than Last Year At £0.0975
AJ Bell plc ( LON:AJB ) will increase its dividend from last year's comparable payment on the 13th of February to...Narrative Update • Dec 16
AJB: Share Buyback And Rising Dividend Will Support Strong Future Returns
Analysts have raised their price target for AJ Bell from 6.00 pounds to 6.25 pounds, reflecting a modestly higher fair value despite slightly softer revenue growth and profit margin assumptions, as well as a marginally higher future P/E multiple adjusted for an increased discount rate. What's in the News The Board of Directors authorized a new share buyback plan on 4 December 2025, signaling confidence in capital strength (company announcement).Analysis Article • Dec 08
Analysts Have Made A Financial Statement On AJ Bell plc's (LON:AJB) Full-Year Report
Last week, you might have seen that AJ Bell plc ( LON:AJB ) released its full-year result to the market. The early...Analysis Article • Dec 07
AJ Bell (LON:AJB) Will Pay A Larger Dividend Than Last Year At £0.0975
AJ Bell plc's ( LON:AJB ) dividend will be increasing from last year's payment of the same period to £0.0975 on 13th of...Narrative Update • Dec 02
AJB: Small Adjustments Expected To Maintain Balanced Outlook Amid Modest Forecast Changes
Analysts have modestly raised their price target for AJ Bell to £5.60. They cite steady but slightly lower forecasts for revenue growth and profit margin, which are partially offset by a minor increase in projected valuation multiples.Narrative Update • Nov 18
AJB: Small Adjustments Expected To Maintain Balanced Outlook Amid Modest Forecast Changes
Analysts have raised their price target for AJ Bell from £5.56 to £5.58, citing minor refinements in discount rates and profitability forecasts. Valuation Changes Fair Value Estimate has increased slightly from £5.56 to £5.58.Narrative Update • Nov 03
AJB: Improved Revenue Outlook And Stable Margins Will Support Future Performance
Analysts have raised their price target for AJ Bell from £5.35 to £5.56, citing improved revenue growth forecasts. This comes despite only minor adjustments to discount rates and profit margin expectations.Analysis Article • Oct 28
Getting In Cheap On AJ Bell plc (LON:AJB) Is Unlikely
When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") below 16x, you may...Narrative Update • Oct 20
Launch Of Ready-Made Pension And Improved Advisor Onboarding Will Attract More Users
Analysts have revised their price target for AJ Bell upward from £5.25 to £5.35. They cite improvements in revenue growth and profit margins as key drivers behind the adjusted outlook.Analysis Article • Oct 04
If EPS Growth Is Important To You, AJ Bell (LON:AJB) Presents An Opportunity
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Analysis Article • Jul 12
Pinning Down AJ Bell plc's (LON:AJB) P/E Is Difficult Right Now
AJ Bell plc's ( LON:AJB ) price-to-earnings (or "P/E") ratio of 23.7x might make it look like a sell right now compared...Analysis Article • May 26
AJ Bell (LON:AJB) Is Due To Pay A Dividend Of £0.045
The board of AJ Bell plc ( LON:AJB ) has announced that it will pay a dividend of £0.045 per share on the 27th of June...Analysis Article • May 05
Here's Why AJ Bell (LON:AJB) Has Caught The Eye Of Investors
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
New Narrative • Feb 24
Launch Of Ready-Made Pension And Improved Advisor Onboarding Will Attract More Users
Strategic improvements in technology and user experience are likely to enhance customer growth and elevate AJ Bell's revenue and assets under administration.Analysis Article • Feb 18
AJ Bell plc's (LON:AJB) Price Is Out Of Tune With Earnings
AJ Bell plc's ( LON:AJB ) price-to-earnings (or "P/E") ratio of 21x might make it look like a sell right now compared...Analysis Article • Jan 06
AJ Bell (LON:AJB) Has Announced That It Will Be Increasing Its Dividend To £0.0825
AJ Bell plc's ( LON:AJB ) dividend will be increasing from last year's payment of the same period to £0.0825 on 7th of...Analysis Article • Dec 08
AJ Bell's (LON:AJB) Dividend Will Be Increased To £0.0825
AJ Bell plc ( LON:AJB ) will increase its dividend from last year's comparable payment on the 7th of February to...Analysis Article • Nov 11
With EPS Growth And More, AJ Bell (LON:AJB) Makes An Interesting Case
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Analysis Article • Sep 14
What AJ Bell plc's (LON:AJB) P/E Is Not Telling You
With a price-to-earnings (or "P/E") ratio of 22.2x AJ Bell plc ( LON:AJB ) may be sending bearish signals at the...Analysis Article • Jun 30
Do AJ Bell's (LON:AJB) Earnings Warrant Your Attention?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Analysis Article • May 24
AJ Bell plc (LON:AJB) Stock Rockets 31% As Investors Are Less Pessimistic Than Expected
The AJ Bell plc ( LON:AJB ) share price has done very well over the last month, posting an excellent gain of 31...Analysis Article • Feb 27
AJ Bell plc's (LON:AJB) Business Is Trailing The Market But Its Shares Aren't
With a price-to-earnings (or "P/E") ratio of 18.6x AJ Bell plc ( LON:AJB ) may be sending bearish signals at the...Analysis Article • Sep 29
With EPS Growth And More, AJ Bell (LON:AJB) Makes An Interesting Case
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Shareholder Returns
| AJB | GB Capital Markets | GB Market | |
|---|---|---|---|
| 7D | -1.2% | 1.5% | 0.7% |
| 1Y | 15.3% | -6.0% | 16.8% |
Return vs Industry: AJB exceeded the UK Capital Markets industry which returned -6% over the past year.
Return vs Market: AJB underperformed the UK Market which returned 16.8% over the past year.
Price Volatility
| AJB volatility | |
|---|---|
| AJB Average Weekly Movement | 5.6% |
| Capital Markets Industry Average Movement | 4.0% |
| Market Average Movement | 5.2% |
| 10% most volatile stocks in GB Market | 10.5% |
| 10% least volatile stocks in GB Market | 2.7% |
Stable Share Price: AJB has not had significant price volatility in the past 3 months compared to the UK market.
Volatility Over Time: AJB's weekly volatility (6%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1995 | 1,550 | Michael Summersgill | www.ajbell.co.uk |
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.
AJ Bell plc Fundamentals Summary
| AJB fundamental statistics | |
|---|---|
| Market cap | UK£2.38b |
| Earnings (TTM) | UK£123.12m |
| Revenue (TTM) | UK£346.64m |
19.4x
P/E Ratio6.9x
P/S RatioIs AJB overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| AJB income statement (TTM) | |
|---|---|
| Revenue | UK£346.64m |
| Cost of Revenue | UK£5.57m |
| Gross Profit | UK£341.07m |
| Other Expenses | UK£217.94m |
| Earnings | UK£123.12m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
Dec 03, 2026
| Earnings per share (EPS) | 0.31 |
| Gross Margin | 98.39% |
| Net Profit Margin | 35.52% |
| Debt/Equity Ratio | 0% |
How did AJB perform over the long term?
See historical performance and comparisonDividends
2.4%
Current Dividend Yield48%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/07/16 20:45 |
| End of Day Share Price | 2026/07/16 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/09/30 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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
AJ Bell plc is covered by 20 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Michael Sanderson | Barclays |
| Alexander Medhurst | Barclays |
| Alexander Bowers | Berenberg |