AJ Bell plc

DB:3FY Stock Report

Market Cap: €2.0b

AJ Bell Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:3FY Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
18 Dec 24Sell€117,623Peter BirchIndividual21,000€5.60
11 Dec 24Sell€121,580Evelyn BourkeIndividual20,905€5.82
10 Dec 24Sell€26,793Karen GoodmanIndividual4,600€5.82
10 Dec 24Sell€23,337Kina SinclairIndividual4,127€5.65
05 Dec 24Sell€46,582Elizabeth CarringtonIndividual7,934€5.87
05 Dec 24Sell€106,169Charlie MussonIndividual18,083€5.87
05 Dec 24Sell€48,566Karen GoodmanIndividual8,272€5.87
05 Dec 24Sell€20,761Kina SinclairIndividual3,536€5.87
05 Dec 24Sell€128,315Mohamed TagariIndividual21,855€5.87
05 Dec 24Sell€175,458Elizabeth CarringtonIndividual29,156€6.03
05 Dec 24Sell€178,132Roger StottIndividual30,340€5.87
16 Sep 24Sell€415,437Billy MackayIndividual79,546€5.22
12 Sep 24Sell€276,363Roger StottIndividual53,378€5.18
30 Aug 24Sell€186,352Elizabeth CarringtonIndividual36,000€5.18
21 Aug 24Buy€23,359Fiona ClutterbuckIndividual4,425€5.28
21 Aug 24Sell€2,349,164Michael SummersgillIndividual450,000€5.22
19 Aug 24Buy€46,948Leslie PlattsIndividual8,900€5.28
19 Aug 24Sell€46,948Leslie PlattsIndividual8,900€5.28
29 Jul 24Sell€237,534Billy MackayIndividual44,586€5.33
26 Jul 24Buy€88,802Julie ChakravertyIndividual17,385€5.11
25 Jul 24Sell€120,093Peter BirchIndividual24,000€5.00
18 Jul 24Sell€147,036Elizabeth CarringtonIndividual30,000€4.90
24 May 24Sell€940,954Michael SummersgillIndividual205,000€4.62
24 May 24Sell€29,515Peter BirchIndividual6,500€4.54
23 May 24Sell€234,879Billy MackayIndividual50,882€4.62
23 May 24Sell€23,489Mohamed TagariIndividual4,963€4.73
08 Apr 24Buy€23,305Mohamed TagariIndividual6,920€3.37
08 Apr 24Sell€46,611Mohamed TagariIndividual13,840€3.37
08 Feb 24Sell€65,052Peter BirchIndividual17,000€3.83
26 Jan 24Sell€15,459Karen GoodmanIndividual4,000€3.86

Insider Trading Volume

Insider Buying: 3FY insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of 3FY?
Owner TypeNumber of SharesOwnership Percentage
State or Government600,0000.146%
Employee Share Scheme2,553,4930.62%
Private Companies3,410,0000.828%
General Public50,532,72712.3%
Individual Insiders79,303,37419.3%
Institutions275,255,87866.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 74% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
18.1%
Andrew Bell
74,425,271€361.7m0%no data
9.71%
Liontrust Asset Management PLC
39,957,457€194.2m-3.21%0.86%
5.6%
Baillie Gifford & Co.
23,047,249€112.0m-2.13%0.05%
5.34%
Brown Capital Management, LLC
21,974,125€106.8m-0.51%1.5%
4.54%
abrdn plc
18,709,268€90.9m45.6%0.07%
4.08%
The Vanguard Group, Inc.
16,804,825€81.7m4.73%no data
3.91%
BlackRock, Inc.
16,075,497€78.1m7.26%no data
3.33%
Ninety One UK Limited
13,723,679€66.7m-15.4%0.1%
2.5%
Kayne Anderson Rudnick Investment Management, LLC
10,303,004€50.1m-18.7%0.11%
1.75%
Invesco Ltd.
7,219,569€35.1m29.7%0.01%
1.45%
Legal & General Investment Management Limited
5,984,462€29.1m-0.04%0.01%
1.45%
UBS Asset Management AG
5,959,540€29.0m45.1%no data
1.43%
Troy Asset Management Ltd
5,892,989€28.6m-22.1%0.43%
1.39%
Royal London Asset Management Ltd.
5,738,266€27.9m-22.4%0.04%
1.15%
Wasatch Advisors LP
4,722,805€23.0m-9.03%0.08%
1.1%
AXA Investment Managers S.A.
4,520,087€22.0m-6.42%0.04%
1.05%
Dimensional Fund Advisors LP
4,339,585€21.1m24.7%no data
0.97%
Acadian Asset Management LLC
3,998,893€19.4m5.54%0.05%
0.9%
Norges Bank Investment Management
3,685,048€17.9m29.8%no data
0.86%
Fonds de Réserve pour les Retraites
3,537,905€17.2m0%28.03%
0.82%
Russell Investment Management, LLC
3,360,872€16.3m-4.29%0.02%
0.7%
Blythe Family Trust
2,880,000€14.0m0%no data
0.65%
JP Morgan Asset Management
2,684,895€13.1m-0.41%no data
0.62%
Aj Bell Plc., Employee Share Scheme
2,553,493€12.4m0.07%no data
0.61%
Premier Fund Managers Ltd.
2,529,281€12.3m-24.6%0.16%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/13 12:22
End of Day Share Price 2025/01/13 00:00
Earnings2024/09/30
Annual Earnings2024/09/30

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.

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 here.

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 .

Analyst Sources

AJ Bell plc is covered by 17 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.

AnalystInstitution
Michael SandersonBarclays
Michael SandersonBarclays
Alexander MedhurstBarclays