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PensionBee lifts assets to £7.4bn as UK profits grow and US push gathers pace

Story Highlights
  • PensionBee grew AUA to £7.4bn and 305,000 customers, lifting recurring revenues and maintaining strong retention.
  • UK operations achieved 11% adjusted EBITDA margin while PensionBee invested in US expansion, technology and AI-driven efficiency.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
PensionBee lifts assets to £7.4bn as UK profits grow and US push gathers pace

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An announcement from PensionBee Group PLC ( (GB:PBEE) ) is now available.

PensionBee reported a strong fourth quarter and full-year 2025, with invested customers rising to 305,000 and assets under administration climbing 27% year-on-year to £7.4bn, supported by net inflows, buoyant markets and retention rates above 95%. Group revenue for the year grew 28% to £42.6m and quarterly revenue rose 34% to £12.4m, driving annual run-rate revenue to £50.6m and keeping the group at breakeven on an adjusted EBITDA basis, while the UK business delivered £5.0m of adjusted EBITDA and an 11% margin, underlining scalable profitability at home even as the group continues to invest heavily in US expansion. Operationally, the company highlighted improved marketing efficiency, a refreshed digital interface, enhanced withdrawal features for retirees and productivity gains from its AI ‘co-pilot’ Beetrix, while in the US it increased brand awareness, grew an early AUA base, secured its first Safe Harbor IRA contracts and reinforced a product-led strategy to support long-term ambitions for higher revenue and margins.

The most recent analyst rating on (GB:PBEE) stock is a Hold with a £170.00 price target. To see the full list of analyst forecasts on PensionBee Group PLC stock, see the GB:PBEE Stock Forecast page.

Spark’s Take on GB:PBEE Stock

According to Spark, TipRanks’ AI Analyst, GB:PBEE is a Neutral.

PensionBee Group PLC demonstrates strong revenue growth and a solid equity position, which are significant strengths. However, ongoing profitability challenges and a negative P/E ratio weigh on the overall score. The company’s recent corporate events highlight positive growth and strategic expansion, contributing positively to the score. Technical indicators suggest stable market momentum, but valuation concerns remain.

To see Spark’s full report on GB:PBEE stock, click here.

More about PensionBee Group PLC

PensionBee Group plc is a UK-based online retirement savings provider that consolidates and manages pensions for consumers through a proprietary, scalable technology platform. Focused on the mass market in the UK and expanding in the US, the company emphasises a consumer-centric digital experience, high customer retention and recurring revenue, supported by strong brand-building and the use of AI to enhance efficiency and service.

Average Trading Volume: 88,078

Technical Sentiment Signal: Buy

Current Market Cap: £385.4M

For detailed information about PBEE stock, go to TipRanks’ Stock Analysis page.

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