AJ BELL PLC stock analysis
AJ BELL PLC (3FY) Stock Price & Analysis
3FY Stock Chart & Stats
- Day’s Range
- EUR 6.80 - EUR 6.80
- 52-Week Range
- EUR 4.56 - EUR 7.50
- Previous Close
- EUR 6.85
- Volume
- N/A
- Average Volume (3M)
- 54
- Market Cap
- EUR 2.67B
- Enterprise Value
- EUR 1.74B
- Total Cash (Recent Filing)
- EUR 167.59M
- Total Debt (Recent Filing)
- EUR 12.14M
- Price to Earnings (P/E)
- 19.2
- Beta
- 0.64
- Next Earnings
- Dec 03, 2026 (Est.)
- EPS Estimate
- 0.19
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 2.45%
Bulls Say, Bears Say
Bulls Say
High Profitability
High profitability gives AJ Bell capacity to reinvest in platform development, absorb operating costs and convert growth into shareholder value. The 33.08% net margin indicates the platform model currently operates with strong economic efficiency.
Revenue Growth
Sustained revenue growth suggests AJ Bell is expanding its customer, asset and service base across retail and adviser channels. This supports operating scale and can strengthen recurring platform and custody income over the medium term.
Cash Generation
Strong free cash flow growth and effective conversion of accounting profits into cash provide internal funding for technology, service improvements and potential distributions. This reduces reliance on external financing as the platform expands.
Bears Say
Interest-rate Sensitivity
Because revenue includes net interest income on client cash, earnings are structurally sensitive to interest-rate levels and cash balances. Rate changes or customer cash reallocation could reduce this contribution even if platform assets grow.
Market Exposure
Platform and custody income is linked to assets under administration, while asset values are affected by market levels. A sustained market downturn could reduce fee-bearing assets and pressure recurring revenue without customer losses.
Trading Activity Dependence
Dealing and transaction income depends on customers buying and selling investments. Lower trading activity can weaken this revenue stream, leaving earnings exposed to customer behavior and activity levels beyond AJ Bell’s direct control.
AJ BELL PLC News
3FY FAQ
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AJ BELL PLC Stock Smart Score
Company Description
AJ BELL PLC
AJ Bell plc manages a significant network of investment platforms across the United Kingdom. The company provides two primary offerings: 'AJ Bell Investcentre,' a robust platform designed for regulated financial advisers and wealth managers, equipping them with products, services, investment solutions, and online tools to efficiently oversee their retail customers' portfolios; and 'AJ Bell Youinvest,' which caters directly to individual investors, supplying investment options such as proprietary funds, pre-built portfolios, and expert guidance through its fund list, along with cash savings solutions. In addition to its platform services, AJ Bell offers specialized pension administration for both adviser-led and direct-to-consumer clients, including bespoke Self-Invested Personal Pensions (SIPPs) and Small Self-Administered Schemes (SSASs), alongside white-label SIPP administration. The company also furnishes institutional investment businesses with essential dealing, settlement, and custody services. Further supporting its platform propositions, AJ Bell publishes Shares magazine and other exclusive investment content. Founded in 1995, AJ Bell plc is headquartered in Manchester, United Kingdom.
- Sector
- Financial
- Industry
- Asset Management
- CEO
- Michael Thomas Summersgill
- Employees
- 1,550
- Website
- www.ajbell.co.uk
- Address
- 4 Exchange Quay, Manchester, GM, M5 3EE, GB
AJ BELL PLC (3FY) Earnings & Revenues
3FY Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 7 | 4 | 11 |
| Technical Analysis | 4 | 4 | 2 |
| Moving Averages | 3 | 0 | 9 |











