KWG Stock Overview Operates as integrated wealth management company in the United Kingdom. More details
Risk Analysis See All Risk Checks Capture your thoughts, links and company narrative
Kingswood Holdings Limited Competitors Price History & Performance
Summary of share price highs, lows and changes for Kingswood Holdings Historical stock prices Current Share Price UK£0.10 52 Week High UK£0.14 52 Week Low UK£0.085 Beta -0.27 1 Month Change -10.87% 3 Month Change -16.33% 1 Year Change -19.61% 3 Year Change -59.00% 5 Year Change -52.33% Change since IPO -99.67%
Recent News & Updates
Kingswood Holdings Limited, Annual General Meeting, Dec 03, 2024 Nov 19
New minor risk - Market cap size Nov 14
Market Cool On Kingswood Holdings Limited's (LON:KWG) Revenues Oct 04
First half 2024 earnings released: UK£0.01 loss per share (vs UK£0.048 loss in 1H 2023) Oct 04
Less than half of directors are independent Jul 14
Kingswood Holdings Limited Announces Resignation of David Lawrence as Chief Executive Officer and Appoints Peter Coleman as Interim Chief Executive Officer Jul 05 See more updates
Kingswood Holdings Limited, Annual General Meeting, Dec 03, 2024 Nov 19
New minor risk - Market cap size Nov 14
Market Cool On Kingswood Holdings Limited's (LON:KWG) Revenues Oct 04
First half 2024 earnings released: UK£0.01 loss per share (vs UK£0.048 loss in 1H 2023) Oct 04
Less than half of directors are independent Jul 14
Kingswood Holdings Limited Announces Resignation of David Lawrence as Chief Executive Officer and Appoints Peter Coleman as Interim Chief Executive Officer Jul 05
Investors Still Aren't Entirely Convinced By Kingswood Holdings Limited's (LON:KWG) Revenues Despite 26% Price Jump Jun 30
Full year 2023 earnings released: UK£0.08 loss per share (vs UK£0.036 loss in FY 2022) Jun 30
New minor risk - Financial data availability Apr 16
Sentiment Still Eluding Kingswood Holdings Limited (LON:KWG) Mar 09
Kingswood Holdings Limited Announces Management Changes Dec 01
Kingswood Holdings Limited, Annual General Meeting, Nov 30, 2023 Nov 17
Cautious Investors Not Rewarding Kingswood Holdings Limited's (LON:KWG) Performance Completely Oct 18
New minor risk - Share price stability Oct 11
First half 2023 earnings released: UK£0.049 loss per share (vs UK£0.012 loss in 1H 2022) Oct 01
Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behind Jul 04
Kingswood Holdings Limited Provides Earnings Guidance for the Year 2023 May 25
Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behind May 25
Kingswood Holdings Limited (AIM:KWG) completed the acquisition of Barry Fleming & Partners (Tax Trusts and Investment Planning) Ltd. Jan 07
Kingswood Holdings Limited (AIM:KWG) agreed to acquire Barry Fleming & Partners for approximately £6 million Dec 16
Kingswood Holdings Limited (AIM:KWG) agreed to acquire Jfp Holdings Ltd for GBP 12.4 million. Dec 02
Forecast to breakeven in 2022 Nov 16
Less than half of directors are independent Nov 16
Kingswood Holdings Limited (AIM:KWG completed the acquisition of Strategic Asset Managers Ltd. Nov 15
Kingswood Holdings Limited, Annual General Meeting, Nov 22, 2022 Nov 05 Kingswood Holdings Limited (AIM:KWG) acquired Employee Benefit Solutions Limited for £5.08 million.
Kingswood Holdings Limited Announces Executive Changes Oct 13
Kingswood Holdings Limited (AIM:KWG) agreed to acquire 70% stake in Moloney Investments Limited for €25.8 million Sep 27
First half 2022 earnings released: UK£0.008 loss per share (vs UK£0.017 loss in 1H 2021) Sep 16
Kingswood Holdings Limited (AIM:KWG) acquired Smith Pearman and Associates. Aug 02
Forecast to breakeven in 2022 Jul 01
Full year 2021 earnings: Revenues in line with analyst expectations Jul 01
Kingswood Holdings Limited (AIM:KWG) acquired Vincent & Co Ltd for £0.42 million Jun 16
Kingswood Holdings Limited (AIM:KWG) agreed to acquire Vincent & Co Ltd for £0.42 million. May 13
Forecast breakeven date pushed back to 2022 Apr 27
Less than half of directors are independent Apr 27
Kingswood Holdings Ltd Appoints David Lawrence as Chief Executive Officer Apr 25
Robert Suss Step Down as Non-Executive Director of Kingswood Holdings Limited Mar 01
Kingswood Holdings Limited (AIM:KWG) completed the acquisition of Business assets from D.J. Cooke (Life & Pensions) Limited. Feb 22
Kingswood Holdings Limited (AIM:KWG) agreed to acquire Aim Independent Liimited for £3.6 million. Feb 17 Kingswood Holdings Limited (AIM:KWG) completed the acquisition of Allots Financial Services Limited.
Kingswood Holdings Limited (AIM:KWG) exchanged contracts to acquire Allotts Financial Services Limited for £2.5 million. Feb 02
Kingswood Holdings Limited Provides Earnings Guidance for the Year 2021 Feb 01
Kingswood Holdings Limited (AIM:KWG) agreed to acquire Business assets from D.J. Cooke (Life & Pensions) Limited for £1.5 million. Jan 27
Kingswood Holdings Limited (AIM:KWG) completed the acquisition of Metnor Holdings Limited. Jan 05
Kingswood Holdings Limited announced that it has received £77.428443 million in funding from Hsq 1 Ltd Jan 01
Kingswood Holdings Limited (AIM:KWG) acquired Business assets of Smythe and Walter limited from Lee Smythe & Associates Limited for £0.84 million. Dec 02
Kingswood Holdings Limited (AIM:KWG) agreed to acquire Metnor Holdings Limited for £16 million. Nov 24
First half 2021 earnings released: UK£0.017 loss per share (vs UK£0.028 loss in 1H 2020) Sep 26
Forecast to breakeven in 2021 Sep 23
Kingswood Holdings Limited (AIM:KWG) acquired Admiral Wealth Management Ltd. Aug 19
Chief Financial Officer Patrick Goulding has left the company Aug 04
Key Executive recently bought UK£58k worth of stock Jul 18
Kingswood Holdings Limited (AIM:KWG) agreed to acquire Admiral Wealth Management Limited for £4 million. Jun 19
Full year 2020 earnings released: UK£0.05 loss per share (vs UK£0.031 loss in FY 2019) Jun 18
New 90-day low: UK£0.23 Feb 25
New 90-day low: UK£0.27 Dec 30
Kingswood Holdings Announces Executive Changes Dec 03
Kingswood Holdings Limited (AIM:KWG) completed the acquisition of Regency Investment Services Limited. Nov 18
New 90-day high: UK£0.28 Sep 30
Kingswood Holdings Limited (AIM:KWG) entered into agreement to acquire Regency Investment Services Limited for £4.7 million. Sep 24
First half earnings released Sep 20
Kingswood Holdings Limited Announces Appointment of Jeff Grantham as Head of Wealth Planning Sep 18
Kingswood Holdings Limited (AIM:KWG) completed the acquisition of 85% stake in Chalice Capital Partners, LLC. Jul 31
New 90-day high - UK£0.23 Jul 30 Shareholder Returns KWG GB Capital Markets GB Market 7D 0% 0.9% 0.6% 1Y -19.6% 19.5% 2.7%
See full shareholder returns
Return vs Market: KWG underperformed the UK Market which returned 2.7% over the past year.
Price Volatility Is KWG's price volatile compared to industry and market? KWG volatility KWG Average Weekly Movement 2.4% Capital Markets Industry Average Movement 3.7% Market Average Movement 4.7% 10% most volatile stocks in GB Market 10.4% 10% least volatile stocks in GB Market 2.6%
Stable Share Price: KWG has not had significant price volatility in the past 3 months compared to the UK market.
Volatility Over Time: KWG's weekly volatility (2%) has been stable over the past year.
About the Company Kingswood Holdings Limited operates as integrated wealth management company in the United Kingdom. It operates through four segments: Investment Management, Wealth Planning, US Operations, and Ireland Operations. The company offers protection, pensions and retirement, mortgages, tax planning, wealth passing, cash management, and advisory services.
Show more Kingswood Holdings Limited Fundamentals Summary How do Kingswood Holdings's earnings and revenue compare to its market cap? KWG fundamental statistics Market cap UK£70.33m Earnings (TTM ) -UK£14.08m Revenue (TTM ) UK£91.20m
Earnings & Revenue Key profitability statistics from the latest earnings report (TTM) KWG income statement (TTM ) Revenue UK£91.20m Cost of Revenue UK£37.83m Gross Profit UK£53.36m Other Expenses UK£67.45m Earnings -UK£14.08m
Last Reported Earnings
Jun 30, 2024
Earnings per share (EPS) -0.021 Gross Margin 58.51% Net Profit Margin -15.44% Debt/Equity Ratio 138.8%
How did KWG perform over the long term?
See historical performance and comparison
Company Analysis and Financial Data Status Data Last Updated (UTC time) Company Analysis 2024/12/30 08:35 End of Day Share Price 2024/12/27 00:00 Earnings 2024/06/30 Annual Earnings 2023/12/31
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.
Package Data Timeframe Example US Source * Company Financials 10 years Income statement Cash flow statement Balance sheet Analyst Consensus Estimates +3 years Forecast financials Analyst price targets Market Prices 30 years Stock prices Dividends, Splits and Actions Ownership 10 years Top shareholders Insider trading Management 10 years Leadership team Board of directors Key Developments 10 years
* 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 .
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Analyst Sources Kingswood Holdings Limited is covered by 6 analysts. 0 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 Mark Paddon Cavendish Karl Morris Cavendish Simon James Willis Daniel Stewart & Company
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