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Tatton Asset Management Plc (TAM) AI Stock Analysis
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Tatton Asset Management Plc
(LSE:TAM)
The score is driven primarily by strong financial performance (solid growth, high profitability, excellent cash conversion, and very low debt). This is partially offset by weak technicals, with the stock trading below major moving averages and negative momentum. Valuation is supported by a strong dividend yield, while the P/E implies only moderate valuation comfort.
Tatton Asset Management Plc (TAM) vs. iShares MSCI United Kingdom ETF (EWC)
- Market Cap
- GBP 407.95M
- Dividend Yield
- 4.02%
- Average Volume (3M)
- 96.86K
- Price to Earnings (P/E)
- 21.7
- Beta (1Y)
- 0.43
- Revenue Growth
- 20.14%
- EPS Growth
- 15.61%
- Country
- UK
- Employees
- 123
- Sector
- Financial
- Sector Strength
- 68
- Industry
- Asset Management
Tatton Asset Management Plc Business Overview & Revenue Model
Company Description
Tatton Asset Management plc, a firm established in 2017 and headquartered in Wilmslow, UK, provides a range of services primarily for independent financial advisors across the United Kingdom. These services encompass investment fund management, regul...
How the Company Makes Money
TAM makes money primarily by charging ongoing fees for managing client assets through its discretionary fund management (DFM) and model portfolio offerings. Revenue is largely driven by assets under management (AUM): as more client assets are placed...
Tatton Asset Management Plc Financial Statement Overview
Summary
Strong multi-year revenue growth and robust profitability, supported by minimal leverage and rising equity. Cash generation is high quality with free cash flow closely tracking net income. Main risk is some variability in margins and free cash flow growth, which can be sensitive to market conditions.
Income Statement
90Very PositiveBalance Sheet
92Very PositiveCash Flow
89Very Positive| Breakdown | TTM | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 54.44M | 54.44M | 45.31M | 36.81M | 32.33M | 29.36M |
| Gross Profit | 53.44M | 54.44M | 45.31M | 36.81M | 32.33M | 29.36M |
| EBITDA | 25.94M | 26.64M | 22.85M | 18.47M | 17.78M | 12.54M |
| Net Income | 18.84M | 18.84M | 16.14M | 12.99M | 9.24M | 6.11M |
Balance Sheet | ||||||
| Total Assets | 68.22M | 68.22M | 62.44M | 52.46M | 51.95M | 41.35M |
| Cash, Cash Equivalents and Short-Term Investments | 35.12M | 35.12M | 33.25M | 24.94M | 26.62M | 21.86M |
| Total Debt | 631.00K | 631.00K | 848.00K | 659.00K | 268.00K | 539.00K |
| Total Liabilities | 13.18M | 13.18M | 11.89M | 9.13M | 10.16M | 10.30M |
| Stockholders Equity | 55.06M | 55.06M | 50.59M | 43.28M | 41.78M | 31.04M |
Cash Flow | ||||||
| Free Cash Flow | 24.42M | 22.88M | 18.25M | 13.66M | 12.91M | 13.35M |
| Operating Cash Flow | 24.75M | 23.62M | 18.75M | 14.02M | 13.23M | 13.64M |
| Investing Cash Flow | -5.84M | -4.72M | -1.00M | -1.55M | -470.00K | -3.11M |
| Financing Cash Flow | -17.16M | -17.16M | -10.47M | -14.12M | -7.98M | -5.75M |
Tatton Asset Management Plc Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:TAM, the sentiment is Positive. The current price of 672.00 is above the 20-day moving average (MA) of 668.60, above the 50-day MA of 667.00, and above the 200-day MA of 648.88, indicating a bullish trend. The MACD of 0.88 indicates Negative momentum. The RSI at 53.81 is Neutral, neither overbought nor oversold. The STOCH value of 76.67 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:TAM.
Tatton Asset Management Plc Peers Comparison
Overall Rating
GB:POLR85.3Outperform
GB:JUP74.4Outperform- GB:TAM73Outperform
GB:RAT67Neutral
GB:BRK61Neutral
GB:LIO56Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| GB:POLR | 85Outperform | GBP 718.92M | 12.43 | 42.37% | 6.07% | 18.94% | 66.50% |
| GB:JUP | 74Outperform | GBP 860.81M | 8.35 | 11.59% | 6.72% | 37.81% | 83.65% |
| GB:TAM | 73Outperform | GBP 407.95M | 21.68 | 33.94% | 4.02% | 20.14% | 15.61% |
| Sector * | 68Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% |
| GB:RAT | 67Neutral | GBP 1.77B | 13.97 | 8.95% | 5.77% | 5.39% | 85.13% |
| GB:BRK | 61Neutral | GBP 225.42M | 97.33 | 1.65% | 5.68% | 5.83% | -76.72% |
| GB:LIO | 56Neutral | GBP 170.76M | 17.71 | 8.74% | 6.88% | -20.90% | -41.22% |
* Financial Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| GB:TAM | Tatton Asset Management Plc | 672.00 | -36.76 | -5.19% | |
| GB:BRK | Brooks Macdonald | 1460.00 | -174.56 | -10.68% | |
| GB:JUP | Jupiter Fund Management | 174.00 | 32.04 | 22.57% | |
| GB:LIO | Liontrust Asset Management | 276.00 | -9.75 | -3.41% | |
| GB:POLR | Polar Capital Holdings | 758.00 | 206.18 | 37.36% | |
| GB:RAT | Rathbones Group PLC | 1732.00 | 19.54 | 1.14% |
Tatton Asset Management Plc Corporate Events
Tatton executives exercise options and adjust shareholdings
NeutralTatton Asset Management has disclosed option exercises and share dealings by two senior executives, reflecting movements in management equity holdings. The transactions were satisfied from the company’s Employee Benefit Trust, indicating contin...
Tatton CIO Share Dealing Leaves Stake Unchanged
NeutralTatton Asset Management reported a transaction involving its Chief Investment Officer, Lothar Mentel, who sold and then repurchased 751 ordinary shares in the company. The trades were carried out automatically under the terms of his general investmen...
Tatton Asset Management Wins Full Shareholder Backing at AGM, Confirms 15p Final Dividend
PositiveTatton Asset Management plc reported that all resolutions at its annual general meeting were approved by shareholders, confirming strong support for the company’s governance and strategic direction. The meeting covered routine business includin...
Tatton CIO boosts stake with share purchase on AIM
PositiveTatton Asset Management plc has disclosed that its Chief Investment Officer, Lothar Mentel, has purchased 1,390 ordinary shares in the company at an average price of 732.9 pence per share. Following this transaction, Mentel’s total beneficial h...
Tatton Asset Management Sets Date and Venue for 2026 AGM
NeutralTatton Asset Management has announced that its Annual General Meeting will be held on 30 July 2026 at 11:00 a.m. at the offices of DWF Law LLP in central Manchester. The company has distributed its Annual Report and AGM notice to shareholders, who ca...
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.
Date of analysis: Sep 19, 2026