Liontrust Asset Management PLC

LSE:LIO Stock Report

Market Cap: UK£184.3m

Liontrust Asset Management Future Growth

Future criteria checks 4/6

Liontrust Asset Management's revenue is forecast to decline at 2.5% per annum while its annual earnings are expected to grow at 20.6% per year. EPS is expected to grow by 12.9% per annum. Return on equity is forecast to be 22.6% in 3 years.

Key information

20.6%

Earnings growth rate

12.91%

EPS growth rate

Capital Markets earnings growth11.1%
Revenue growth rate-2.5%
Future return on equity22.60%
Analyst coverage

Good

Last updated11 May 2026

Recent future growth updates

Recent updates

Narrative Update • May 29

LIO: Higher Future Margins Will Support Upside Despite Softer Revenue Outlook

Analysts have modestly adjusted their price target for Liontrust Asset Management, reflecting updated assumptions around discount rates, revenue growth, profit margin and future P/E. Together, these changes point to a refined view of the stock's long term earnings power and risk profile.
Narrative Update • May 01

LIO: Lower Future P E Multiple Will Sustain Share Overvaluation

Analysts have trimmed their fair value estimate for Liontrust Asset Management from £2.00 to £1.85, citing updated assumptions that include less steep projected revenue declines, higher expected profit margins, and a lower implied future P/E multiple. Valuation Changes Fair Value: Trimmed slightly from £2.00 to £1.85.
Narrative Update • Apr 15

LIO: Future Margin Stability Will Support Upside As Revenue Expectations Improve

Analysts have adjusted their price target for Liontrust Asset Management to £5.50. The change reflects updated views on revenue growth forecasts, profit margin expectations, discount rate assumptions and a revised future P/E of 16.84x.
Narrative Update • Mar 31

LIO: Higher Margin Outlook And Lower P/E Will Support Share Price Recovery

Analysts have nudged their fair value estimate for Liontrust Asset Management up from £3.48 to £3.60, citing slightly softer assumed revenue declines, a modestly higher profit margin, and a lower future P/E multiple in their updated models. Valuation Changes Fair Value: Raised slightly from £3.48 to £3.60 per share.
Narrative Update • Mar 17

LIO: Softer Revenue Outlook Will Still Support Margins And Potential Upside

Analysts have trimmed their price target for Liontrust Asset Management from £5.50 to £5.30, citing slightly higher required returns as well as softer revenue and margin assumptions, while keeping future P/E expectations broadly in line. Valuation Changes Fair Value: unchanged at £5.50, indicating no adjustment to the central value estimate.
Narrative Update • Mar 03

LIO: Weaker Revenue Outlook And Rich P/E Will Sustain Overvaluation

Analysts have raised their fair value estimate for Liontrust Asset Management from £1.75 to £2.00, citing updated assumptions for discount rates, revenue trends, profit margins, and a higher future P/E multiple. Valuation Changes Fair Value: Raised from £1.75 to £2.00, a modest uplift in the central estimate of intrinsic value.
Narrative Update • Feb 17

LIO: Future Share Buybacks And Dividend Cut Will Sustain Overvaluation

Analysts have cut their price target on Liontrust Asset Management from £2.90 to £1.75, reflecting updated assumptions for revenue trends, a higher discount rate, significantly stronger projected profit margins, and a lower future P/E multiple. What's in the News Liontrust Asset Management has commenced share repurchases on 27 November 2025 under an AGM mandate that authorizes the company to buy back up to 6,376,461 shares, equal to 10% of its issued share capital, with repurchased shares to be held in treasury (Key Developments).
Narrative Update • Feb 03

LIO: Share Buybacks And Dividend Reset Will Support Future Share Price Rebound

Analysts have trimmed their price target on Liontrust Asset Management to £3.48 from £3.84, citing updated assumptions that reflect slightly softer revenue expectations, a modestly lower profit margin outlook, and a small adjustment to the discount rate and future P/E multiple. What's in the News Liontrust Asset Management commenced a share repurchase program on 27 November 2025, authorized to buy back up to 6,376,461 shares, or 10% of issued share capital, with repurchased shares to be held in treasury (Buyback Transaction Announcements).
Narrative Update • Jan 20

LIO: Share Buybacks Will Support Margins And Potential Upside

Analysts have adjusted their price target on Liontrust Asset Management to £5.50 from £5.50, citing updated assumptions for discount rate, revenue contraction and profit margin, along with a slightly lower future P/E multiple as key drivers of the unchanged headline figure. What's in the News Liontrust Asset Management plans to commence share repurchases on November 27, 2025, under an existing shareholder mandate that runs until December 18, 2026, or the next AGM, whichever comes first (Key Developments).
Narrative Update • Jan 06

LIO: Share Buybacks And Dividend Reset Will Support Future Share Price Rebound

Analysts have nudged their price target on Liontrust Asset Management slightly higher to reflect a modestly lower discount rate and a marginally reduced assumed future P/E multiple, while keeping fair value broadly unchanged in currency terms. What's in the News Liontrust Asset Management PLC commenced share repurchases on 27 November 2025 under a shareholder mandated program, allowing the company to buy back up to 6,376,461 shares (equal to 10% of its issued share capital), with repurchased shares to be held in treasury (Key Developments).
Narrative Update • Dec 19

LIO: Share Buybacks And Margin Improvements Are Expected To Drive Upside

Analysts have trimmed their price target on Liontrust Asset Management by roughly 10 percent to reflect a slightly higher perceived risk and more modest long term revenue outlook, partly offset by expectations of improved profit margins and a marginally lower future earnings multiple. What's in the News Liontrust Asset Management has commenced a share repurchase programme from November 27, 2025, allowing buybacks of up to 6,376,461 shares, or 10% of its issued share capital, with repurchased shares to be held in treasury (Key Developments).
Narrative Update • Dec 04

LIO: Rising Margins And Buybacks Are Expected To Drive Share Price Rebound

Analysts have nudged their price target for Liontrust Asset Management slightly lower, reflecting a modest trim to fair value assumptions to approximately £3.84 per share, despite improved revenue contraction expectations and a marginally stronger profit margin outlook. What's in the News Liontrust Asset Management has commenced a share repurchase programme approved at the September 18, 2025 AGM, allowing buybacks of up to 6,376,461 shares, or 10% of issued share capital, with repurchased shares to be held in treasury (company announcement).
Narrative Update • Nov 20

LIO: Rising Profit Margins Are Expected To Drive Share Price Rebound

Analysts have lowered their price target for Liontrust Asset Management from £4.38 to £3.89. This change reflects shifts in growth expectations and updated assumptions regarding profitability and discount rates.
User avatar
New Narrative • Jan 27

Technology Investments And Product Diversification Will Attract New Clients

Diversification and enhanced capabilities aim to boost revenue through new client attraction and improved asset inflow.
Analysis Article • Oct 06

Does Liontrust Asset Management (LON:LIO) Deserve A Spot On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Analysis Article • Jun 01

Does Liontrust Asset Management (LON:LIO) Deserve A Spot On Your Watchlist?

Like a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...
Analysis Article • Jan 30

Does Liontrust Asset Management (LON:LIO) Deserve A Spot On Your Watchlist?

Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...

Earnings and Revenue Growth Forecasts

LSE:LIO - Analysts future estimates and past financials data (GBP Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
3/31/20281401931387
3/31/20271291523307
3/31/20261321125N/A7
9/30/20251521366N/A
6/30/2025161151314N/A
3/31/2025170172021N/A
12/31/2024175162727N/A
9/30/2024180153434N/A
6/30/202418963131N/A
3/31/2024198-32828N/A
12/31/202321473333N/A
9/30/2023231173838N/A
6/30/2023237284041N/A
3/31/2023243394343N/A
12/31/2022245435757N/A
9/30/2022247467171N/A
6/30/2022247528282N/A
3/31/2022246599394N/A
12/31/2021233548484N/A
9/30/2021221497475N/A
6/30/2021198385959N/A
3/31/2021175284344N/A
12/31/2020152193434N/A
9/30/2020129112425N/A
6/30/2020121122222N/A
3/31/2020113132020N/A
12/31/2019109171919N/A
9/30/2019104221818N/A
6/30/201910121N/A18N/A
3/31/20199820N/A17N/A
12/31/20189816N/A15N/A
9/30/20189812N/A12N/A
6/30/20189211N/A19N/A
3/31/2018869N/A25N/A
12/31/2017758N/A19N/A
9/30/2017647N/A14N/A
6/30/2017587N/A12N/A
3/31/2017527N/A11N/A
12/31/2016506N/A13N/A
9/30/2016486N/A14N/A
6/30/2016477N/A11N/A
3/31/2016457N/A8N/A
12/31/2015427N/A8N/A
9/30/2015406N/A9N/A
6/30/2015386N/A6N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: LIO's forecast earnings growth (20.6% per year) is above the savings rate (3.4%).

Earnings vs Market: LIO's earnings (20.6% per year) are forecast to grow faster than the UK market (11.5% per year).

High Growth Earnings: LIO's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: LIO's revenue is expected to decline over the next 3 years (-2.5% per year).

High Growth Revenue: LIO's revenue is forecast to decline over the next 3 years (-2.5% per year).

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: LIO's Return on Equity is forecast to be high in 3 years time (22.6%)

Discover growth companies

7D

1Y

7D

1Y

7D

1Y

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/01 18:49
End of Day Share Price 2026/06/01 00:00
Earnings2025/09/30
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

Liontrust Asset Management PLC is covered by 18 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jonathan RichardsBerenberg
Robert ChantryBerenberg
James AllenBerenberg