AJ Bell plc

LSE:AJB Stock Report

Market Cap: UK£1.9b

AJ Bell Ownership

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

Recent Insider Transactions

LSE:AJB Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
18 Dec 24SellUK£97,091Peter BirchIndividual21,000UK£4.62
11 Dec 24SellUK£100,001Evelyn BourkeIndividual20,905UK£4.78
10 Dec 24SellUK£22,085Karen GoodmanIndividual4,600UK£4.80
10 Dec 24SellUK£19,236Kina SinclairIndividual4,127UK£4.66
05 Dec 24SellUK£38,599Elizabeth CarringtonIndividual7,934UK£4.87
05 Dec 24SellUK£87,974Charlie MussonIndividual18,083UK£4.87
05 Dec 24SellUK£40,243Karen GoodmanIndividual8,272UK£4.87
05 Dec 24SellUK£17,203Kina SinclairIndividual3,536UK£4.87
05 Dec 24SellUK£106,325Mohamed TagariIndividual21,855UK£4.87
05 Dec 24SellUK£145,389Elizabeth CarringtonIndividual29,156UK£5.00
05 Dec 24SellUK£147,604Roger StottIndividual30,340UK£4.87
16 Sep 24SellUK£350,002Billy MackayIndividual79,546UK£4.40
12 Sep 24SellUK£233,262Roger StottIndividual53,378UK£4.37
30 Aug 24SellUK£156,850Elizabeth CarringtonIndividual36,000UK£4.36
21 Aug 24BuyUK£19,895Fiona ClutterbuckIndividual4,425UK£4.50
21 Aug 24SellUK£2,000,790Michael SummersgillIndividual450,000UK£4.45
19 Aug 24BuyUK£40,006Leslie PlattsIndividual8,900UK£4.50
19 Aug 24SellUK£40,006Leslie PlattsIndividual8,900UK£4.50
29 Jul 24SellUK£200,004Billy MackayIndividual44,586UK£4.49
26 Jul 24BuyUK£74,997Julie ChakravertyIndividual17,385UK£4.31
25 Jul 24SellUK£101,251Peter BirchIndividual24,000UK£4.22
18 Jul 24SellUK£123,648Elizabeth CarringtonIndividual30,000UK£4.12
24 May 24SellUK£801,287Michael SummersgillIndividual205,000UK£3.93
24 May 24SellUK£25,134Peter BirchIndividual6,500UK£3.87
23 May 24SellUK£200,002Billy MackayIndividual50,882UK£3.93
23 May 24SellUK£20,001Mohamed TagariIndividual4,963UK£4.03
08 Apr 24BuyUK£19,999Mohamed TagariIndividual6,920UK£2.89
08 Apr 24SellUK£39,998Mohamed TagariIndividual13,840UK£2.89
08 Feb 24SellUK£55,529Peter BirchIndividual17,000UK£3.27
26 Jan 24SellUK£13,204Karen GoodmanIndividual4,000UK£3.30
05 Jan 24BuyUK£18,858Peter BirchIndividual6,500UK£2.90
05 Jan 24SellUK£18,824Peter BirchIndividual6,500UK£2.90

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of AJB?
Owner TypeNumber of SharesOwnership Percentage
State or Government600,0000.146%
Employee Share Scheme2,553,4930.619%
Private Companies3,410,0000.827%
General Public52,283,18512.7%
Individual Insiders79,303,37419.2%
Institutions274,206,36166.5%

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

Top Shareholders

Top 25 shareholders own 73.87% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
18.1%
Andrew Bell
74,425,271UK£337.9m0%no data
9.69%
Liontrust Asset Management PLC
39,957,457UK£181.4m-3.21%0.96%
5.59%
Baillie Gifford & Co.
23,047,249UK£104.6m-2.13%0.06%
5.33%
Brown Capital Management, LLC
21,974,125UK£99.8m-0.51%1.69%
4.54%
abrdn plc
18,709,268UK£84.9m45.6%0.08%
4.08%
The Vanguard Group, Inc.
16,804,825UK£76.3m4.73%no data
3.9%
BlackRock, Inc.
16,075,497UK£73.0m7.26%no data
3.33%
Ninety One UK Limited
13,723,679UK£62.3m-15.4%0.12%
2.5%
Kayne Anderson Rudnick Investment Management, LLC
10,303,004UK£46.8m-18.7%0.12%
1.75%
Invesco Ltd.
7,219,569UK£32.8m29.7%0.01%
1.45%
Legal & General Investment Management Limited
5,984,462UK£27.2m-0.04%0.01%
1.45%
UBS Asset Management AG
5,959,540UK£27.1m45.1%no data
1.43%
Troy Asset Management Ltd
5,892,989UK£26.8m-22.1%0.49%
1.39%
Royal London Asset Management Ltd.
5,738,266UK£26.1m-22.4%0.04%
1.15%
Wasatch Advisors LP
4,722,805UK£21.4m-9.03%0.09%
1.1%
AXA Investment Managers S.A.
4,520,087UK£20.5m-6.42%0.05%
1.05%
Dimensional Fund Advisors LP
4,339,585UK£19.7m24.7%no data
0.97%
Acadian Asset Management LLC
3,998,893UK£18.2m5.54%0.06%
0.89%
Norges Bank Investment Management
3,685,048UK£16.7m29.8%no data
0.86%
Fonds de Réserve pour les Retraites
3,537,905UK£16.1m0%29.43%
0.82%
Russell Investment Management, LLC
3,360,872UK£15.3m-4.29%0.02%
0.7%
Blythe Family Trust
2,880,000UK£13.1m0%no data
0.65%
JP Morgan Asset Management
2,684,895UK£12.2m-0.41%no data
0.62%
Aj Bell Plc., Employee Share Scheme
2,553,493UK£11.6m0.07%no data
0.61%
Premier Fund Managers Ltd.
2,529,281UK£11.5m-24.6%0.18%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/25 03:18
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