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AJ Bell LSE:AJB Stock Report

Last Price

UK£4.54

Market Cap

UK£1.9b

7D

-1.6%

1Y

43.6%

Updated

24 Dec, 2024

Data

Company Financials +

AJB Stock Overview

Through its subsidiaries, operates investment platforms in the United Kingdom. More details

AJB fundamental analysis
Snowflake Score
Valuation1/6
Future Growth3/6
Past Performance5/6
Financial Health6/6
Dividends3/6

My Notes

Capture your thoughts, links and company narrative

AJ Bell plc Competitors

Price History & Performance

Summary of share price highs, lows and changes for AJ Bell
Historical stock prices
Current Share PriceUK£4.54
52 Week HighUK£5.29
52 Week LowUK£2.81
Beta0.98
1 Month Change-3.10%
3 Month Change2.14%
1 Year Change43.58%
3 Year Change20.23%
5 Year Change5.83%
Change since IPO106.36%

Recent News & Updates

AJ Bell's (LON:AJB) Dividend Will Be Increased To £0.0825

Dec 08
AJ Bell's (LON:AJB) Dividend Will Be Increased To £0.0825

With EPS Growth And More, AJ Bell (LON:AJB) Makes An Interesting Case

Nov 11
With EPS Growth And More, AJ Bell (LON:AJB) Makes An Interesting Case

Recent updates

AJ Bell's (LON:AJB) Dividend Will Be Increased To £0.0825

Dec 08
AJ Bell's (LON:AJB) Dividend Will Be Increased To £0.0825

With EPS Growth And More, AJ Bell (LON:AJB) Makes An Interesting Case

Nov 11
With EPS Growth And More, AJ Bell (LON:AJB) Makes An Interesting Case

What AJ Bell plc's (LON:AJB) P/E Is Not Telling You

Sep 14
What AJ Bell plc's (LON:AJB) P/E Is Not Telling You

Do AJ Bell's (LON:AJB) Earnings Warrant Your Attention?

Jun 30
Do AJ Bell's (LON:AJB) Earnings Warrant Your Attention?

AJ Bell plc (LON:AJB) Stock Rockets 31% As Investors Are Less Pessimistic Than Expected

May 24
AJ Bell plc (LON:AJB) Stock Rockets 31% As Investors Are Less Pessimistic Than Expected

AJ Bell plc's (LON:AJB) Business Is Trailing The Market But Its Shares Aren't

Feb 27
AJ Bell plc's (LON:AJB) Business Is Trailing The Market But Its Shares Aren't

With EPS Growth And More, AJ Bell (LON:AJB) Makes An Interesting Case

Sep 29
With EPS Growth And More, AJ Bell (LON:AJB) Makes An Interesting Case

AJ Bell (LON:AJB) Will Pay A Larger Dividend Than Last Year At £0.035

May 28
AJ Bell (LON:AJB) Will Pay A Larger Dividend Than Last Year At £0.035

Here's Why We Think AJ Bell (LON:AJB) Is Well Worth Watching

Apr 20
Here's Why We Think AJ Bell (LON:AJB) Is Well Worth Watching

Does AJ Bell (LON:AJB) Deserve A Spot On Your Watchlist?

Jan 14
Does AJ Bell (LON:AJB) Deserve A Spot On Your Watchlist?

AJ Bell (LON:AJB) Is Paying Out A Larger Dividend Than Last Year

May 29
AJ Bell (LON:AJB) Is Paying Out A Larger Dividend Than Last Year

Here's Why I Think AJ Bell (LON:AJB) Is An Interesting Stock

Feb 23
Here's Why I Think AJ Bell (LON:AJB) Is An Interesting Stock

AJ Bell's (LON:AJB) Dividend Will Be Increased To UK£0.095

Dec 19
AJ Bell's (LON:AJB) Dividend Will Be Increased To UK£0.095

AJ Bell (LON:AJB) Has Announced That It Will Be Increasing Its Dividend To UK£0.095

Dec 05
AJ Bell (LON:AJB) Has Announced That It Will Be Increasing Its Dividend To UK£0.095

Here's Why I Think AJ Bell (LON:AJB) Is An Interesting Stock

May 24
Here's Why I Think AJ Bell (LON:AJB) Is An Interesting Stock

Key Things To Watch Out For If You Are After AJ Bell plc's (LON:AJB) 1.5% Dividend

Mar 30
Key Things To Watch Out For If You Are After AJ Bell plc's (LON:AJB) 1.5% Dividend

Read This Before Buying AJ Bell plc (LON:AJB) Shares

Mar 07
Read This Before Buying AJ Bell plc (LON:AJB) Shares

I Ran A Stock Scan For Earnings Growth And AJ Bell (LON:AJB) Passed With Ease

Feb 10
I Ran A Stock Scan For Earnings Growth And AJ Bell (LON:AJB) Passed With Ease

Shareholder Returns

AJBGB Capital MarketsGB Market
7D-1.6%-2.7%-1.9%
1Y43.6%18.4%2.6%

Return vs Industry: AJB exceeded the UK Capital Markets industry which returned 18.4% over the past year.

Return vs Market: AJB exceeded the UK Market which returned 2.6% over the past year.

Price Volatility

Is AJB's price volatile compared to industry and market?
AJB volatility
AJB Average Weekly Movement3.6%
Capital Markets Industry Average Movement3.7%
Market Average Movement4.8%
10% most volatile stocks in GB Market10.7%
10% least volatile stocks in GB Market2.6%

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 (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19951,460Michael Summersgillwww.ajbell.co.uk

AJ Bell plc, through its subsidiaries, operates investment platforms in the United Kingdom. The company offers AJ Bell Investcentre, which offers advisers and clients service, easy-to-use functionality, and a comprehensive investment range at competitive prices; and AJ Bell, an investment platform. It also provides Touch by AJ Bell, a mobile focused platform service for financial advisers; Dodl by AJ Bell, 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; and AJ Bell Platinum, a platform that provides technical consultancy.

AJ Bell plc Fundamentals Summary

How do AJ Bell's earnings and revenue compare to its market cap?
AJB fundamental statistics
Market capUK£1.87b
Earnings (TTM)UK£84.30m
Revenue (TTM)UK£268.53m

22.2x

P/E Ratio

7.0x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
AJB income statement (TTM)
RevenueUK£268.53m
Cost of RevenueUK£0
Gross ProfitUK£268.53m
Other ExpensesUK£184.24m
EarningsUK£84.30m

Last Reported Earnings

Sep 30, 2024

Next Earnings Date

May 22, 2025

Earnings per share (EPS)0.20
Gross Margin100.00%
Net Profit Margin31.39%
Debt/Equity Ratio0%

How did AJB perform over the long term?

See historical performance and comparison

Dividends

2.8%

Current Dividend Yield

61%

Payout Ratio

Does AJB pay a reliable dividends?

See AJB dividend history and benchmarks
When do you need to buy AJB by to receive an upcoming dividend?
AJ Bell dividend dates
Ex Dividend DateJan 09 2025
Dividend Pay DateFeb 07 2025
Days until Ex dividend15 days
Days until Dividend pay date44 days

Does AJB pay a reliable dividends?

See AJB dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/24 19:18
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

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 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