AJ Bell plc

BATS-CHIXE:AJBL Stock Report

Market Cap: UK£1.9b

AJ Bell Management

Management criteria checks 2/4

AJ Bell's CEO is Michael Summersgill, appointed in Oct 2022, has a tenure of 2.17 years. total yearly compensation is £2.11M, comprised of 24.9% salary and 75.1% bonuses, including company stock and options. directly owns 0.14% of the company’s shares, worth £2.70M. The average tenure of the management team and the board of directors is 3 years and 2.8 years respectively.

Key information

Michael Summersgill

Chief executive officer

UK£2.1m

Total compensation

CEO salary percentage24.9%
CEO tenure2.2yrs
CEO ownership0.1%
Management average tenure3yrs
Board average tenure2.8yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Michael Summersgill's remuneration changed compared to AJ Bell's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2024UK£2mUK£525k

UK£84m

Jun 30 2024n/an/a

UK£83m

Mar 31 2024n/an/a

UK£81m

Dec 31 2023n/an/a

UK£75m

Sep 30 2023UK£941kUK£500k

UK£68m

Jun 30 2023n/an/a

UK£63m

Mar 31 2023n/an/a

UK£59m

Dec 31 2022n/an/a

UK£53m

Sep 30 2022UK£635kUK£313k

UK£47m

Jun 30 2022n/an/a

UK£43m

Mar 31 2022n/an/a

UK£39m

Dec 31 2021n/an/a

UK£41m

Sep 30 2021UK£481kUK£226k

UK£44m

Jun 30 2021n/an/a

UK£45m

Mar 31 2021n/an/a

UK£47m

Dec 31 2020n/an/a

UK£43m

Sep 30 2020UK£527kUK£226k

UK£39m

Jun 30 2020n/an/a

UK£36m

Mar 31 2020n/an/a

UK£34m

Dec 31 2019n/an/a

UK£32m

Sep 30 2019UK£767kUK£220k

UK£30m

Jun 30 2019n/an/a

UK£28m

Mar 31 2019n/an/a

UK£25m

Dec 31 2018n/an/a

UK£24m

Sep 30 2018UK£286kUK£172k

UK£23m

Compensation vs Market: Michael's total compensation ($USD2.65M) is about average for companies of similar size in the UK market ($USD2.41M).

Compensation vs Earnings: Michael's compensation has increased by more than 20% in the past year.

CEO

Michael Summersgill (41 yo)

2.2yrs

Tenure

UK£2,112,000

Compensation

Mr. Michael Thomas Summersgill has been Executive Director of AJ Bell Plc since May 31, 2011, had been its Deputy CEO since October 1, 2021 until September 30, 2022. Since October 01, 2022 he serves as Chi...

Leadership Team

NamePositionTenureCompensationOwnership
Michael Summersgill
CEO, Member of the Management Board & Executive Director2.2yrsUK£2.11m0.14%
£ 2.7m
Peter Birch
CFO, Executive Director & Member of Management Board2.4yrsUK£1.47m0.0037%
£ 69.1k
Roger Stott
COO, Member of the Management Board & Executive Director3.2yrsUK£1.06m0.058%
£ 1.1m
Billy Mackay
MD of Advised & Member of Management Boardno datano data0.33%
£ 6.2m
Elizabeth Carrington
HR Director & Member of the Management Boardno datano data0.13%
£ 2.4m
Charlie Musson
Chief Communications Officerno datano data0.087%
£ 1.6m
Mohamed Tagari
CTO & Member of Management Board5.1yrsno data0.033%
£ 623.4k
Karen Goodman
Chief Risk Officer & Member of Management Board3.3yrsno data0.0014%
£ 27.0k
Shaun Yates
Director of Investor Relationsno datano datano data
Kina Sinclair
Secretary & Group Legal Services Director1.2yrsno data0.0027%
£ 50.2k
Mark Gillan
Head of Product4.2yrsno datano data
Matt Brennan
Head of Investment Management2.9yrsno datano data

3.0yrs

Average Tenure

45yo

Average Age

Experienced Management: AJBL's management team is considered experienced (3 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Michael Summersgill
CEO, Member of the Management Board & Executive Director13.6yrsUK£2.11m0.14%
£ 2.7m
Peter Birch
CFO, Executive Director & Member of Management Board2.4yrsUK£1.47m0.0037%
£ 69.1k
Roger Stott
COO, Member of the Management Board & Executive Director3.2yrsUK£1.06m0.058%
£ 1.1m
Eamonn Flanagan
Independent Non-Executive Director6.8yrsUK£80.00k0.037%
£ 685.9k
Margaret Hassall
Independent Non-Executive Director3.3yrsUK£78.00kno data
Evelyn Bourke
Senior Independent Director3.4yrsUK£73.00k0.016%
£ 292.4k
Fiona Fry
Independent Non-Executive Directorless than a yearUK£62.00kno data
Fiona Clutterbuck
Non-Executive Chair1.6yrsUK£227.00k0.0016%
£ 30.9k
Leslie Platts
Non-Independent Non-Executive Director1.4yrsUK£60.00k0.075%
£ 1.4m
Julie Chakraverty
Independent Non-Executive Directorless than a yearUK£20.00k0.0042%
£ 79.0k

2.8yrs

Average Tenure

60yo

Average Age

Experienced Board: AJBL's board of directors are not considered experienced ( 2.8 years average tenure), which suggests a new board.

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/26 19:33
End of Day Share Price 2024/12/24 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

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

Industry and Sector Metrics

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Analyst Sources

AJ Bell plc is covered by 18 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