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AJ BELL PLC (AJB) vs. S&P 500 (SPY)
AJ BELL PLC Business Overview & Revenue Model
AJ BELL PLC Financial Statement Overview
| Breakdown | |||||
| TTM | Sep 2024 | Sep 2023 | Sep 2022 | Sep 2021 | Sep 2020 |
|---|---|---|---|---|---|
| Income Statement | Total Revenue | ||||
| 245.44M | 269.44M | 218.23M | 163.85M | 145.83M | 126.75M | Gross Profit |
| 245.88M | 269.44M | 218.23M | 163.85M | 145.83M | 126.75M | EBIT |
| 103.56M | 107.28M | 86.22M | 58.96M | 56.20M | 49.24M | EBITDA |
| 108.05M | 117.62M | 90.99M | 62.60M | 59.83M | 52.81M | Net Income Common Stockholders |
| 81.33M | 84.30M | 68.22M | 46.74M | 43.82M | 38.83M |
| Balance Sheet | Cash, Cash Equivalents and Short-Term Investments | ||||
| 55.77M | 196.65M | 146.30M | 84.03M | 97.06M | 86.38M | Total Assets |
| 91.06M | 288.88M | 234.32M | 165.78M | 162.34M | 141.39M | Total Debt |
| 743.00K | 13.18M | 12.41M | 13.96M | 15.59M | 16.34M | Net Debt |
| -55.03M | -183.47M | -133.90M | -70.07M | -81.47M | -70.04M | Total Liabilities |
| 17.27M | 84.89M | 68.28M | 32.38M | 31.63M | 31.92M | Stockholders Equity |
| 73.79M | 203.99M | 166.04M | 133.39M | 130.71M | 109.47M |
| Cash Flow | Free Cash Flow | ||||
| 108.27M | 93.34M | 97.91M | 42.62M | 44.21M | 38.81M | Operating Cash Flow |
| 110.49M | 96.29M | 101.41M | 46.00M | 47.75M | 39.87M | Investing Cash Flow |
| -2.99M | 3.96M | -1.11M | -3.38M | -6.11M | -1.05M | Financing Cash Flow |
| -48.60M | -49.90M | -38.03M | -52.59M | -30.97M | -21.50M |
AJ BELL PLC Technical Analysis
AJ BELL PLC Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
81 Outperform | £14.22B | 11.08 | 12.91% | 6.39% | 202.78% | ― | |
76 Outperform | £5.24B | 17.86 | 38.21% | 3.75% | 4.05% | -9.50% | |
76 Outperform | £37.19B | 8.83 | 20.99% | 1.69% | 78.18% | -6.27% | |
71 Outperform | £1.70B | 20.67 | 45.56% | 2.96% | 23.46% | 23.33% | |
71 Outperform | £5.61B | 14.24 | 35.30% | 1.35% | 36.07% | ― | |
64 Neutral | $14.34B | 10.61 | 9.28% | 4.07% | 18.04% | -9.54% |
AJ BELL PLC Corporate Events
AJ Bell PLC has executed a share buyback program, purchasing 72,096 of its ordinary shares at an average price of 419.41 pence per share. This move is part of a larger £30 million buyback initiative announced in December 2024, aimed at reducing the number of shares in circulation and potentially increasing shareholder value. The purchased shares will be canceled, leaving the company with a total of 409,002,904 shares in issue, which impacts the total voting rights available to shareholders.
AJ Bell PLC has executed a share buyback program, purchasing 73,161 of its ordinary shares at an average price of 416.70 pence per share. This move is part of a broader £30 million buyback initiative announced in December 2024, aimed at reducing the number of shares in circulation and potentially enhancing shareholder value. Following the cancellation of these shares, the total number of shares in issue will be 409,075,000, which could impact shareholder voting rights and interest calculations.
AJ Bell PLC has executed a share buyback program, purchasing 73,761 of its ordinary shares at an average price of 418.47 pence per share. This move, part of a £30 million buyback initiative announced in December 2024, aims to reduce the number of shares in circulation, potentially enhancing shareholder value by increasing earnings per share and consolidating ownership.
AJ Bell PLC has executed a share buyback program, purchasing 74,485 of its ordinary shares through Jefferies International Limited. The company intends to cancel these shares, reducing its total number of shares in issue to 409,295,250. This move is part of a broader £30 million buyback initiative announced in December 2024, aimed at optimizing the company’s capital structure and potentially enhancing shareholder value.
AJ Bell PLC has repurchased 74,832 of its ordinary shares as part of a £30 million share buyback program. This move, executed through Jefferies International Limited, aims to reduce the total number of shares in circulation, thereby potentially increasing the value of remaining shares and enhancing shareholder value. The company will cancel the repurchased shares, resulting in a new total of 409,369,735 ordinary shares in issue, which represents the total voting rights in the company.
AJ Bell PLC, a company engaged in financial services, has executed a share buyback program, purchasing 72,906 of its ordinary shares at an average price of 418.24 pence per share. This move, part of a larger £30 million buyback initiative announced in December 2024, aims to cancel the acquired shares, reducing the total number of shares in issue to 409,444,567. This reduction in shares is expected to enhance shareholder value by increasing earnings per share and reflects the company’s confidence in its financial position.
AJ Bell PLC announced that as of 28 February 2025, its issued share capital consists of 409,588,720 ordinary shares, each with one voting right, and no shares held in Treasury. This update on total voting rights is crucial for shareholders to determine their notification requirements under FCA rules.
AJ Bell PLC announced the purchase of 71,247 of its own ordinary shares as part of a £30 million share buyback program. This move is intended to cancel the purchased shares, reducing the total number of shares in circulation and potentially increasing the value of remaining shares, thereby impacting shareholder equity and market perception positively.
AJ Bell PLC has executed a share buyback program, purchasing 71,247 of its ordinary shares through Jefferies International Limited. The buyback, part of a £30 million program announced in December 2024, aims to cancel the shares, reducing the total number of shares in issue to 409,517,473. This move is expected to enhance shareholder value by decreasing the number of shares outstanding, thereby potentially increasing earnings per share.
AJ Bell PLC, a financial services company, has announced the purchase of 72,876 of its own shares as part of a £30 million share buyback program initiated in December 2024. The shares were bought at a volume-weighted average price of 423.45 pence and will be canceled, reducing the total number of shares in issue to 409,588,720. This move is part of the company’s strategy to manage its capital structure and potentially enhance shareholder value.
AJ Bell PLC has executed a share buyback, purchasing 72,201 ordinary shares at a volume-weighted average price of 418.07 pence per share. This move, part of a larger £30 million buyback program, aims to cancel the acquired shares, reducing the total number of shares in issue to 409,661,596, which may impact shareholder voting rights and market perception.
AJ Bell PLC has announced the repurchase of 72,175 of its ordinary shares as part of a £30 million share buyback program initiated in December 2024. The repurchased shares will be cancelled, reducing the total number of shares in issue to 409,733,797, which may impact shareholder voting rights and interest calculations under regulatory guidelines.
AJ Bell PLC announced the repurchase of 72,684 of its ordinary shares as part of a £30m share buyback program. This strategic move aims to enhance shareholder value by reducing the number of shares in circulation, reflecting the company’s robust financial health and confidence in its market position.
AJ Bell PLC has executed a share buyback program, purchasing 74,505 of its ordinary shares at an average price of 425.47 pence per share. This move, part of a £30 million buyback initiative, reduces the company’s total voting shares to 409,878,656, enhancing shareholder value and potentially stabilizing the share price, while reflecting the company’s solid financial position.
AJ Bell PLC has executed a share buyback program, purchasing 76,378 ordinary shares at a volume-weighted average price of 429.52 pence. This action is part of a larger £30 million buyback initiative aimed at reducing the number of shares in circulation, thereby potentially enhancing shareholder value and influencing market perceptions positively.
AJ Bell PLC has executed a share buyback program, purchasing 77,448 of its ordinary shares at a highest price of 435.50 pence and a lowest price of 427.00 pence, with an average price of 432.51 pence. The shares will be cancelled, reducing the total number of shares in issue to 410,029,539, impacting shareholder calculations of voting rights and interest notifications.
AJ Bell PLC has repurchased 76,733 of its ordinary shares as part of a share buyback program worth up to £30 million, initially announced in December 2024. This action is set to reduce the total number of shares in circulation, potentially increasing the value of remaining shares, thereby affecting shareholder interests and reflecting the company’s strategic financial management.
AJ Bell PLC, a company involved in financial services, has executed a share buyback program, purchasing 77,080 ordinary shares at a volume-weighted average price of 435.15 pence per share. This move, part of a £30 million buyback program initiated in December 2024, aims to cancel the repurchased shares, which will reduce the total number of shares in circulation and potentially increase the value of remaining shares, impacting shareholder interest and company valuation.
AJ Bell PLC has executed a share buyback transaction, acquiring 80,000 ordinary shares at a volume-weighted average price of 439.58 pence per share. The company plans to cancel these shares, which will adjust its total number of issued shares to 410,260,800. This move is part of a broader £30 million share buyback program announced in December 2024, which may enhance shareholder value by reducing the number of shares outstanding and potentially improving earnings per share.
AJ Bell PLC has executed a share buyback transaction, acquiring 76,840 ordinary shares as part of its £30 million share buyback program. The repurchased shares will be cancelled, reducing the total number of shares outstanding to 410,260,800, which could potentially enhance the company’s earnings per share and provide value to existing shareholders.
AJ Bell PLC has executed a purchase of 76,412 of its ordinary shares as part of a £30 million share buyback program. This strategic move is designed to enhance shareholder value by reducing the number of shares in circulation, thereby increasing the value of remaining shares. The company plans to cancel the acquired shares, reflecting its commitment to return capital to shareholders and strengthen its market position.
AJ Bell PLC disclosed transactions involving the purchase of ordinary shares by its key managerial personnel under the Buy As You Earn scheme. Each participant acquired 34 shares at £4.415 per share, reflecting confidence in the company’s stock. These transactions, compliant with UK Market Abuse Regulations, suggest a strategic reinforcement of stakeholder equity stakes, potentially impacting AJ Bell’s market positioning and stakeholder relations.
AJ Bell PLC has announced the appointment of PricewaterhouseCoopers LLP as its new independent auditor for the financial year ending September 2025, following a competitive tender process. This change was approved by shareholders at the 2025 Annual General Meeting. The previous auditor, BDO, resigned effective January 29, 2025, and confirmed that there are no issues or reasons that need to be disclosed to shareholders or creditors. The transition to a new auditor marks a significant operational shift, potentially impacting AJ Bell’s financial reporting and stakeholder confidence.
AJ Bell PLC, a financial services company, has announced the repurchase of 80,000 of its ordinary shares as part of a share buyback program initially announced in December 2024. The shares, bought at varying prices, will be canceled, reducing the company’s total number of ordinary shares in issue to 410,494,052. This move is part of AJ Bell’s strategy to manage its capital structure and could impact shareholder value and voting rights as the company adjusts its share capital.
AJ Bell PLC has announced the repurchase of 80,000 ordinary shares as part of its ongoing £30 million share buyback program, initiated in December 2024. The company plans to cancel these shares, reducing its total issued ordinary shares to 410,574,052, which will impact its total voting rights and shareholder calculations under financial regulations.
AJ Bell PLC has undertaken a share buyback of 80,000 ordinary shares, ranging from 442 to 447 pence per share, as part of its £30 million buyback program. This move is set to cancel the shares, thereby reducing the total shares in issue to 410,654,052 and potentially enhancing shareholder value by increasing earnings per share.
AJ Bell PLC, a financial services company, has purchased 79,946 of its ordinary shares as part of its £30 million share buyback program announced in December 2024. The shares will be canceled, leaving the company with a total of 410,734,052 ordinary shares in issue, which will impact shareholder voting rights and transparency disclosures as per regulatory requirements.
AJ Bell PLC, a company involved in financial services, has executed a share buyback, purchasing 135,852 of its ordinary shares as part of a previously announced £30 million buyback program. These shares, bought at an average price of 444.70 pence each, will be canceled, reducing the total number of shares in circulation to 410,813,998. This move signifies a strategic effort to consolidate shareholder value and adjust capital structure, potentially impacting stakeholders’ voting rights and financial standing.
AJ Bell PLC has announced a purchase of 135,389 of its ordinary shares as part of a £30 million share buyback program. This move is aimed at reducing the number of shares in circulation, thereby potentially enhancing shareholder value by increasing the earnings per share. Following the cancellation of these shares, the total number of shares in issue will be 410,949,850, which will impact the denominator for shareholder voting rights calculations.
AJ Bell PLC has executed a share buyback, purchasing 131,592 ordinary shares for cancellation, as part of its £30 million buyback program announced in December 2024. This transaction reduces the total number of voting shares to 411,085,239, potentially affecting shareholder calculations under regulatory guidance.
AJ Bell PLC has announced its total voting rights as of January 31, 2025, stating that the company’s issued share capital consists of 411,344,767 ordinary shares, each conferring one vote. This update provides shareholders with the necessary information to calculate their interests as per the FCA’s Disclosure Guidance and Transparency Rules, potentially impacting shareholder decision-making and transparency in the company’s governance.
AJ Bell PLC has executed a share buyback program, purchasing 127,936 ordinary shares through Jefferies International Limited, with the highest price being 451 pence per share and the lowest at 444 pence per share. The company will cancel these shares, reducing its total number of shares to 411,216,831, impacting shareholder voting rights and possibly enhancing shareholder value by decreasing the overall share count.
AJ Bell PLC announced the repurchase of 125,415 ordinary shares as part of its ongoing £30 million share buyback program. The repurchased shares will be cancelled, reducing the total number of shares in circulation to 411,344,767, which impacts the company’s voting rights and could affect shareholder calculations under the Financial Conduct Authority’s rules.
AJ Bell PLC announced that all resolutions were successfully passed during its 2025 Annual General Meeting, highlighting key decisions such as the approval of the company’s annual accounts and directors’ remuneration policies, re-election of board members, and the appointment of auditors. These resolutions reflect strong shareholder support and ensure the company’s strategic and operational continuity, potentially reinforcing its market position and stakeholder confidence.
AJ Bell PLC reported a robust performance in its Q1 trading update, with the platform reaching a record 561,000 customers and £89.5 billion in assets under administration. The company experienced significant inflows, particularly in its D2C segment, driven by increased brand awareness and competitive pricing. The investments segment saw its assets under management surpass £7 billion, continuing to perform well. The strong start to the financial year positions AJ Bell favorably ahead of the tax year-end period, emphasizing the benefits of its dual-channel model and its potential for long-term growth in the platform market.
AJ Bell PLC has announced the repurchase of 123,482 of its ordinary shares as part of a £30 million share buyback program initiated in December 2024, with the shares purchased at an average price of 450.34 pence. The repurchased shares will be canceled, reducing the total number of shares in issue to 411,470,182, which may impact shareholder voting rights and interest notifications under financial regulations.
AJ Bell PLC announced the repurchase of 119,053 of its own ordinary shares as part of a £30 million share buyback program. The initiative, conducted through Jefferies International Limited, aims to cancel the purchased shares, thereby reducing the total number of shares in issue and potentially enhancing shareholder value. This buyback reflects AJ Bell’s strategic move to optimize its capital structure and could positively impact its market position and shareholder relations by improving earnings per share.
AJ Bell PLC, a company within the financial sector, has announced the purchase of 115,652 ordinary shares as part of a share buyback program valued up to £30 million. The purchased shares, acquired through Jefferies International Limited at an average price of 466.03 pence per share, will be canceled, reducing the total number of ordinary shares in circulation to 411,712,717. This move may impact shareholder voting rights and reflects AJ Bell’s strategy to enhance shareholder value.
AJ Bell PLC has announced a share buyback program, purchasing 91,425 of its ordinary shares as part of a £30 million initiative. This move will result in the cancellation of these shares, reducing the company’s total shares in circulation to 411,828,369, which may impact shareholder voting rights and interest calculations under regulatory rules.
AJ Bell PLC announced the repurchase of 26,014 of its ordinary shares as part of a £30 million share buyback program initiated in December 2024. This move, conducted through Jefferies International Limited, aims to optimize the company’s capital structure by canceling the repurchased shares, thereby potentially enhancing shareholder value by reducing the number of outstanding shares.
AJ Bell PLC, a prominent financial services company, announced the purchase of 111,498 of its ordinary shares as part of a £30 million share buyback program. The acquired shares will be canceled, reducing the total number of outstanding shares to 411,945,808. This action is expected to enhance shareholder value by decreasing the number of shares in circulation, potentially improving earnings per share and strengthening its market position.
AJ Bell PLC has executed a share buyback program, acquiring 110,684 of its ordinary shares on 20 January 2025, as part of a previously announced scheme to buy back up to £30 million in shares. The acquired shares will be canceled, reducing the total number of outstanding shares to 412,057,306, which will affect the company’s total voting rights. This move is likely to impact AJ Bell’s share capital structure and may be seen as a step to enhance shareholder value by reducing the number of shares in circulation, potentially increasing earnings per share.
AJ Bell PLC has executed a share buyback transaction, purchasing 3,002 of its ordinary shares through Jefferies International Limited as part of its £30 million buyback program announced in December 2024. The company plans to cancel these shares, reducing the total number of ordinary shares in issuance to 412,167,990, reflecting the total voting rights and impacting shareholder interest calculations under regulatory guidelines.
AJ Bell plc, a financial services company, has carried out a share buyback program, purchasing 95,133 of its ordinary shares at an average price of 432.20 pence per share. This move, part of a £30 million buyback initiative, will see the purchased shares cancelled, reducing the total number of shares in issuance to 412,170,992. The cancellation is set to adjust the company’s capital structure and influence shareholder voting rights, aligning with the company’s strategic financial management efforts.
AJ Bell plc has announced the repurchase of 103,779 of its ordinary shares as part of a £30 million buyback program launched in December 2024. The company plans to cancel these shares, resulting in a new total of 412,266,125 shares in circulation. This action reflects AJ Bell’s commitment to enhancing shareholder value and may influence voting rights calculations for stakeholders.
AJ Bell PLC has announced the purchase of 97,276 of its own ordinary shares as part of a £30 million share buyback program. This move is intended to cancel the purchased shares, potentially enhancing shareholder value by reducing the total number of shares issued to 412,369,904, thereby increasing each shareholder’s proportional ownership and voting rights.
AJ Bell PLC announced transactions involving the purchase of ordinary shares by several key personnel under the company’s Buy As You Earn scheme. This move, involving figures such as PDMRs and closely associated individuals, signifies confidence in the company’s future performance and aligns management interests with shareholders, potentially impacting market perception and stakeholder engagement.
AJ Bell PLC has announced the allocation of free shares to eligible employees under its Buy As You Earn scheme, as part of its employee incentive program. The transaction involved several key personnel, including managerial figures, receiving shares for nil consideration, which is in line with the company’s efforts to motivate and retain talent through equity participation, potentially enhancing stakeholder alignment and company performance.
AJ Bell PLC has executed a share buyback of 92,997 ordinary shares as part of its £30 million buyback program announced in December 2024. This action reduces the total number of outstanding shares to 412,467,180, streamlining the company’s capital structure and potentially enhancing shareholder value by increasing earnings per share.
AJ Bell PLC has executed a share buyback program, acquiring 60,927 ordinary shares as part of a previously announced plan to repurchase up to £30 million in shares. The company intends to cancel these shares, resulting in a total of 412,560,177 shares in circulation, which can impact shareholder voting rights and company valuation.
AJ Bell PLC, a company specializing in investment management and financial services, has announced a share buyback transaction. The company repurchased 58,466 of its ordinary shares at prices ranging from 415.00 to 425.50 pence, with an average price of 418.71 pence per share. The repurchased shares will be canceled, impacting the total number of shares and voting rights available to stakeholders, reducing the total shares in issue to 412,681,414.
AJ Bell PLC has announced a share buyback as part of a program to repurchase up to £30 million of its ordinary shares. The company purchased 60,204 shares at a weighted average price of 426.32 pence per share and plans to cancel these shares, reducing the total number of shares in issue to 412,284,158. This strategic move could impact the company’s market positioning by improving shareholder value and reducing capital costs.
AJ Bell PLC has announced the appointment of Julie Chakraverty as a Non-Executive Director of easyJet plc, effective from 27 January 2025. This appointment reflects AJ Bell’s strategic focus on strengthening its governance structure and leveraging Chakraverty’s expertise, potentially enhancing the company’s industry positioning and stakeholder confidence.
AJ Bell PLC has executed a share buyback, purchasing 65,543 of its ordinary shares through Jefferies International Limited. This is part of its larger £30 million buyback program announced in December 2024. The company plans to cancel these shares, reducing its total shares in issue to 412,344,362. This action is likely intended to enhance shareholder value by reducing the number of shares outstanding, potentially increasing earnings per share and market value.
AJ Bell PLC announced its total voting rights as of 27 December 2024, confirming an issued share capital of 412,409,905 ordinary shares, each with one voting right. This announcement provides shareholders with the necessary figure for regulatory compliance concerning their interest notifications under the FCA’s rules.
AJ Bell PLC has announced that its Chief Financial Officer, Peter Birch, has sold 21,000 ordinary shares at a price of £4.6234 per share, reducing his total shareholding to 15,204 ordinary shares, equivalent to approximately 0.004% of the company’s issued share capital. This transaction, conducted on the London Stock Exchange, complies with the UK Market Abuse Regulation and reflects a routine disclosure of managerial financial activities, likely having minimal impact on the company’s operations or market positioning.
AJ Bell PLC announced that its Chief Financial Officer, Peter Birch, executed transactions involving 55,000 ordinary shares through the company’s Executive Incentive Plan. Birch sold 25,853 of these shares to cover tax liabilities, retaining an interest in 36,204 shares, which reflects a minor stake in the company’s share capital.
AJ Bell PLC announced the issuance of 50,509 new ordinary shares as part of its Executive Incentive Plan, increasing its total ordinary shares to 412,731,096. This issuance impacts shareholders’ calculations under the FCA’s Disclosure Guidance and Transparency Rules, with the total voting rights now at 412,409,905.
AJ Bell PLC has announced the purchase of 108,458 of its ordinary shares as part of a share buyback program worth up to £30 million, executed through Jefferies International Limited. The acquired shares, purchased at an average price of 473.66 pence, will be canceled, resulting in a total of 412,359,396 shares in issue. This move indicates AJ Bell’s strategic initiative to optimize its capital structure and potentially enhance shareholder value by reducing the number of shares outstanding.
AJ Bell PLC has announced the purchase of 108,317 of its ordinary shares as part of a £30 million share buyback program. The shares, bought at an average price of 480.98 pence, will be canceled, reducing the company’s total number of ordinary shares in issue to 412,467,854. This move potentially enhances shareholder value by reducing the number of shares in circulation, therefore having implications for voting rights and shareholder interest notifications.
AJ Bell PLC has released its Annual Report and Financial Statements for the year ending 30 September 2024, alongside the Notice of its Annual General Meeting (AGM), scheduled for 29 January 2025. This announcement underscores AJ Bell’s compliance with regulatory requirements and ensures stakeholders are informed of its financial health and strategic directions, potentially impacting shareholder engagement and investor relations.
AJ Bell PLC has repurchased 104,416 of its ordinary shares as part of a £30 million share buyback program announced earlier in December. The company plans to cancel these shares, thus reducing the total number of shares in issue to 412,576,171, which will affect the total voting rights available to shareholders.
AJ Bell PLC announced that Evelyn Bourke, a Non-Executive Director and person with managerial responsibilities, sold 20,905 ordinary shares at £4.78363 per share in the company. This transaction, conducted on December 11, 2024, affects Bourke’s total shareholding, which now stands at 64,392 shares, representing 0.016% of AJ Bell’s issued share capital.
AJ Bell PLC announced that several individuals discharging managerial responsibilities and closely associated persons have purchased ordinary shares under the company’s Buy As You Earn scheme. This notification highlights the continued involvement and investment by key members of the company’s management team, which could be seen as a vote of confidence in the company’s strategic direction and market position.
AJ Bell PLC, a company involved in financial services, has executed a share buyback program, purchasing 107,556 of its ordinary shares at an average price of 481.49 pence per share. This move is part of a larger buyback initiative announced on December 5, 2024, with the intention to cancel these shares, affecting the company’s share capital and voting rights, now totaling 412,680,587 shares.
AJ Bell PLC announced the sale of ordinary shares by two of its key personnel. Kina Sinclair, the Group Legal Director, and Karen Goodman, the Chief Risk Officer, sold a combined total of 8,727 shares. This transaction is part of the company’s compliance with the UK Market Abuse Regulation, ensuring transparency in director dealings. Such transactions might indicate personal financial planning by the directors and do not necessarily reflect the company’s ongoing performance or strategy.