tiprankstipranks
Advertisement
Advertisement

Tatton Asset Management Grows AUM to £24.2bn and Targets Upper-End FY26 Results

Story Highlights
  • Tatton Asset Management lifted AUM/I to £24.2bn on robust inflows and market gains despite a large contract loss.
  • Underlying AUM surged and adviser relationships expanded, keeping Tatton on track for its 2029 £30bn growth target.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
Tatton Asset Management Grows AUM to £24.2bn and Targets Upper-End FY26 Results

Meet Samuel – Your Personal Investing Prophet

Tatton Asset Management Plc ( (GB:TAM) ) has provided an announcement.

Tatton Asset Management reported an 11.0% rise in total assets under management and influence to £24.2bn for the year to 31 March 2026, driven by strong underlying net inflows of £2.8bn and market gains of £2.5bn, despite a £3.3bn hit from the previously announced termination of the Perspective contract. The Group added 108 IFA firms to reach 1,218 relationships, saw record £17.5bn of mortgage completions at its Paradigm business, and said FY26 results should come in towards the upper end of market expectations as it stays on track with its roadmap to reach £30bn in AUM/I by 2029.

Underlying AUM excluding the lost Perspective mandate grew 26.8% year on year, with net inflows equal to 15.6% of opening underlying assets, underscoring the resilience of Tatton’s adviser-led growth model. Management highlighted a stronger second half with average monthly net inflows at the top of guidance, signalling robust demand for its investment and mortgage propositions even against a volatile macroeconomic backdrop and reinforcing confidence in the Group’s long-term strategy and targets.

The most recent analyst rating on (GB:TAM) stock is a Buy with a £875.00 price target. To see the full list of analyst forecasts on Tatton Asset Management Plc stock, see the GB:TAM Stock Forecast page.

Spark’s Take on TAM Stock

According to Spark, TipRanks’ AI Analyst, TAM is a Outperform.

Tatton Asset Management Plc’s strong financial performance and positive corporate events are the primary drivers of its overall score. While the technical analysis suggests some bearish trends, the company’s robust financial health and positive insider activity provide a solid foundation for future growth. The valuation is reasonable, offering a balance between growth potential and income through dividends.

To see Spark’s full report on TAM stock, click here.

More about Tatton Asset Management Plc

Tatton Asset Management plc is a UK-based on-platform discretionary fund management and independent financial adviser (IFA) support services group listed on AIM. Through Tatton Investment Management and its Paradigm IFA support arm, the Group focuses on adviser-led investment propositions and mortgage and consultancy services for a growing network of IFA and mortgage member firms.

Average Trading Volume: 152,601

Technical Sentiment Signal: Hold

Current Market Cap: £381.3M

See more insights into TAM stock on TipRanks’ Stock Analysis page.

Disclaimer & DisclosureReport an Issue

Looking for investment ideas? Subscribe to our Smart Investor newsletter for weekly expert stock picks!
Get real-time notifications on news & analysis, curated for your stock watchlist. Download the TipRanks app today! Get the App
1