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AJ BELL PLC (GB:AJB)
LSE:AJB

AJ BELL PLC (AJB) AI Stock Analysis

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GB

AJ BELL PLC

(LSE:AJB)

Rating:80Outperform
Price Target:
592.00p
▲(15.96%Upside)
AJ Bell PLC's overall stock score reflects a strong financial performance with robust revenue and profit growth. Technical indicators show bullish momentum, though caution is warranted due to potential overbought conditions. Valuation metrics suggest the stock could be slightly overvalued, but corporate events like share buybacks and strategic appointments enhance shareholder value and provide a positive outlook.

AJ BELL PLC (AJB) vs. iShares MSCI United Kingdom ETF (EWC)

AJ BELL PLC Business Overview & Revenue Model

Company DescriptionAJ Bell PLC (AJB) is a leading UK-based investment platform offering a broad range of investment services and solutions to retail investors and financial advisers. The company operates in the financial services sector, providing online investment platforms and stockbroking services. AJ Bell's core products include ISAs, SIPPs, and general investment accounts, catering to individuals looking to manage their own investments and long-term savings.
How the Company Makes MoneyAJ Bell PLC generates revenue primarily through platform fees charged for the management and administration of client assets on its investment platforms. These fees are typically a percentage of the assets under administration. The company also earns transaction fees from stockbroking services when clients buy or sell investments. Additionally, AJ Bell benefits from interest earned on client cash balances held within their platforms. Strategic partnerships with financial advisers and other financial institutions further contribute to its revenue by expanding its customer base and increasing asset inflows. The company's scalable business model allows it to grow its earnings as it attracts more clients and increases the assets under administration.

AJ BELL PLC Financial Statement Overview

Summary
AJ Bell PLC demonstrates strong financial performance with robust revenue growth, improving profit margins, and solid cash flow generation. The low debt-to-equity ratio and high return on equity underscore its financial stability and profitability, though slight fluctuations in free cash flow should be monitored.
Income Statement
87
Very Positive
AJ Bell PLC has demonstrated strong revenue growth over the years, with the latest annual increase of 23.5%. Gross profit margins remain robust at 100%, indicating efficient cost management. The net profit margin has improved to 31.3%, showing enhanced profitability. EBIT and EBITDA margins are also healthy at 39.8% and 43.6%, respectively, reflecting strong operational performance.
Balance Sheet
82
Very Positive
The company maintains a solid balance sheet with a low debt-to-equity ratio of 0.06, suggesting minimal leverage risk. Return on equity is impressive at 41.3%, indicating high profitability relative to shareholder investments. The equity ratio stands at 70.6%, showcasing financial stability with a substantial proportion of assets financed by equity.
Cash Flow
79
Positive
AJ Bell PLC exhibits strong cash flow generation with a free cash flow growth rate of -4.7% due to a slight decline from the previous year. The operating cash flow to net income ratio of 1.14 indicates efficient cash conversion. The free cash flow to net income ratio is 1.11, further underscoring robust cash generation capabilities.
BreakdownSep 2024Sep 2023Sep 2022Sep 2021Sep 2020
Income Statement
Total Revenue269.44M218.23M163.85M145.83M126.75M
Gross Profit269.44M218.23M163.85M145.83M126.75M
EBITDA117.62M90.99M62.60M59.83M52.81M
Net Income84.30M68.22M46.74M43.82M38.83M
Balance Sheet
Total Assets288.88M234.32M165.78M162.34M141.39M
Cash, Cash Equivalents and Short-Term Investments196.65M146.30M84.03M97.06M86.38M
Total Debt13.18M12.41M13.96M15.59M16.34M
Total Liabilities84.89M68.28M32.38M31.63M31.92M
Stockholders Equity203.99M166.04M133.39M130.71M109.47M
Cash Flow
Free Cash Flow93.34M97.91M42.62M44.21M38.81M
Operating Cash Flow96.29M101.41M46.00M47.75M39.87M
Investing Cash Flow3.96M-1.11M-3.38M-6.11M-1.05M
Financing Cash Flow-49.90M-38.03M-52.59M-30.97M-21.50M

AJ BELL PLC Technical Analysis

Technical Analysis Sentiment
Positive
Last Price510.50
Price Trends
50DMA
473.38
Positive
100DMA
442.07
Positive
200DMA
442.77
Positive
Market Momentum
MACD
10.52
Positive
RSI
62.33
Neutral
STOCH
69.01
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:AJB, the sentiment is Positive. The current price of 510.5 is above the 20-day moving average (MA) of 497.83, above the 50-day MA of 473.38, and above the 200-day MA of 442.77, indicating a bullish trend. The MACD of 10.52 indicates Positive momentum. The RSI at 62.33 is Neutral, neither overbought nor oversold. The STOCH value of 69.01 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:AJB.

AJ BELL PLC Peers Comparison

Overall Rating
UnderperformOutperform
Sector (67)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
GBAJB
80
Outperform
£2.09B23.7247.17%1.75%18.52%9.87%
GBEMG
78
Outperform
£1.98B8.6917.94%9.75%18.85%26.14%
GBRAT
77
Outperform
£1.82B27.304.83%7.19%49.59%18.13%
GBIHP
76
Outperform
£1.07B21.9224.70%1.49%-4.17%-6.46%
67
Neutral
$17.01B11.909.70%3.76%11.63%-9.47%
GBJTC
64
Neutral
£1.43B44.78-1.40%1.45%18.62%-131.27%
GBQLT
61
Neutral
$2.13B40.70-2.38%5.33%17.79%-181.35%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:AJB
AJ BELL PLC
510.50
136.46
36.48%
GB:JTC
JTC PLC
837.00
-157.07
-15.80%
GB:EMG
Man Group plc
171.80
-58.25
-25.32%
GB:RAT
Rathbones Group PLC
1,744.00
97.98
5.95%
GB:QLT
Quilter
155.00
41.09
36.07%
GB:IHP
IntegraFin Holdings PLC
317.50
-22.18
-6.53%

AJ BELL PLC Corporate Events

Stock Buyback
AJ Bell PLC Advances Share Buyback Program
Positive
Jul 4, 2025

AJ Bell PLC announced the purchase of 2,874 of its ordinary shares as part of a £25 million share buyback program. The company plans to cancel these shares, which will adjust its total number of shares in issue to 405,686,115, impacting shareholder voting rights and potentially enhancing shareholder value.

The most recent analyst rating on (GB:AJB) stock is a Buy with a £485.00 price target. To see the full list of analyst forecasts on AJ BELL PLC stock, see the GB:AJB Stock Forecast page.

Stock BuybackBusiness Operations and Strategy
AJ Bell Executes Share Buyback to Enhance Capital Structure
Positive
Jul 3, 2025

AJ Bell PLC has executed a share buyback program, purchasing 30,939 of its ordinary shares through Jefferies International Limited. The shares, bought at an average price of 504.12 pence, will be canceled, reducing the total number of shares in issue to 405,688,989. This move is part of a larger £25 million buyback initiative announced in May 2025, aimed at optimizing the company’s capital structure and potentially enhancing shareholder value.

The most recent analyst rating on (GB:AJB) stock is a Buy with a £485.00 price target. To see the full list of analyst forecasts on AJ BELL PLC stock, see the GB:AJB Stock Forecast page.

Stock Buyback
AJ Bell Executes Share Buyback, Reduces Share Count
Neutral
Jul 1, 2025

AJ Bell PLC has executed a share buyback program, purchasing 3,557 of its ordinary shares at a consistent price of 510 pence per share, as part of a £25 million initiative announced earlier. The company plans to cancel these shares, reducing the total number of shares in circulation to 405,719,928, which will affect the voting rights and shareholding calculations for stakeholders.

The most recent analyst rating on (GB:AJB) stock is a Buy with a £485.00 price target. To see the full list of analyst forecasts on AJ BELL PLC stock, see the GB:AJB Stock Forecast page.

Regulatory Filings and Compliance
AJ Bell PLC Announces Total Voting Rights Update
Neutral
Jun 30, 2025

AJ Bell PLC has announced its total voting rights as of June 30, 2025, with an issued share capital of 405,783,711 ordinary shares, each carrying one vote, and no shares held in Treasury. This update is crucial for shareholders to determine their notification requirements under FCA’s rules, impacting how they manage their interests in the company.

The most recent analyst rating on (GB:AJB) stock is a Buy with a £485.00 price target. To see the full list of analyst forecasts on AJ BELL PLC stock, see the GB:AJB Stock Forecast page.

Executive/Board Changes
AJ Bell Appoints Fiona Fry as Non-Executive Director
Positive
Jun 27, 2025

AJ Bell PLC has announced the appointment of Fiona Fry as a Non-Executive Director of Direct Line Insurance Group plc, effective from 1 July 2025. This strategic appointment is in line with AJ Bell’s ongoing efforts to strengthen its leadership team and enhance its corporate governance, potentially impacting its market positioning and stakeholder relations positively.

The most recent analyst rating on (GB:AJB) stock is a Buy with a £485.00 price target. To see the full list of analyst forecasts on AJ BELL PLC stock, see the GB:AJB Stock Forecast page.

Stock BuybackBusiness Operations and Strategy
AJ Bell PLC Executes Share Buyback to Enhance Shareholder Value
Positive
Jun 27, 2025

AJ Bell PLC has executed a share buyback program, purchasing 32,234 of its ordinary shares at an average price of 504.34 pence per share. This move, part of a £25 million buyback initiative, aims to cancel the purchased shares, thereby reducing the total number of shares in circulation to 405,751,477. This reduction in share count could potentially enhance shareholder value by increasing earnings per share and is a strategic step in managing the company’s capital structure.

The most recent analyst rating on (GB:AJB) stock is a Buy with a £485.00 price target. To see the full list of analyst forecasts on AJ BELL PLC stock, see the GB:AJB Stock Forecast page.

Stock BuybackBusiness Operations and Strategy
AJ Bell PLC Executes Share Buyback to Enhance Shareholder Value
Positive
Jun 26, 2025

AJ Bell PLC has executed a share buyback program, purchasing 32,807 of its ordinary shares at an average price of 499.86 pence per share. This move is part of a larger £25 million buyback initiative announced in May 2025, aimed at reducing the number of shares in circulation and potentially increasing shareholder value. Following the cancellation of these shares, the company’s total number of ordinary shares in issue will be 405,783,711, which represents the total voting rights in the company. This strategic action is likely to impact the company’s market positioning by enhancing shareholder returns and optimizing capital structure.

The most recent analyst rating on (GB:AJB) stock is a Buy with a £485.00 price target. To see the full list of analyst forecasts on AJ BELL PLC stock, see the GB:AJB Stock Forecast page.

Stock Buyback
AJ Bell PLC Executes Share Buyback to Enhance Shareholder Value
Positive
Jun 25, 2025

AJ Bell PLC has executed a share buyback program, purchasing 34,265 of its ordinary shares at an average price of 500.37 pence per share. This move, part of a larger £25 million buyback initiative, aims to cancel the purchased shares, thereby reducing the total number of shares in circulation to 405,816,518. This action is likely to impact the company’s share value and provide a return to shareholders by increasing the value of remaining shares.

The most recent analyst rating on (GB:AJB) stock is a Buy with a £565.00 price target. To see the full list of analyst forecasts on AJ BELL PLC stock, see the GB:AJB Stock Forecast page.

Stock Buyback
AJ Bell PLC Executes Share Buyback to Enhance Shareholder Value
Positive
Jun 24, 2025

AJ Bell PLC has executed a share buyback program, purchasing 35,048 of its ordinary shares at prices ranging from 488.60 to 494.00 pence per share. This move, part of a larger £25 million buyback initiative, aims to cancel the acquired shares, thereby reducing the total number of shares in circulation to 405,885,831, which could potentially enhance shareholder value by increasing earnings per share and consolidating ownership.

The most recent analyst rating on (GB:AJB) stock is a Buy with a £485.00 price target. To see the full list of analyst forecasts on AJ BELL PLC stock, see the GB:AJB Stock Forecast page.

Stock Buyback
AJ Bell PLC Executes Share Buyback Program
Neutral
Jun 23, 2025

AJ Bell PLC, a company involved in financial services, has announced the purchase of 33,048 of its own ordinary shares as part of a £25 million share buyback program. The shares were bought at prices ranging from 488.60 pence to 494.60 pence, with an average price of 491.55 pence per share. The company plans to cancel these shares, reducing the total number of shares in issue to 405,885,831, which will affect the voting rights and shareholding calculations for stakeholders.

The most recent analyst rating on (GB:AJB) stock is a Buy with a £485.00 price target. To see the full list of analyst forecasts on AJ BELL PLC stock, see the GB:AJB Stock Forecast page.

Stock Buyback
AJ Bell Executes Share Buyback Program
Neutral
Jun 20, 2025

AJ Bell PLC has executed a share buyback program, purchasing 33,511 of its ordinary shares at an average price of 488.52 pence per share. This move is part of a broader £25 million buyback initiative announced in May 2025. The acquired shares will be canceled, reducing the total number of shares in issue to 405,918,879, which impacts the voting rights and shareholding calculations for investors.

The most recent analyst rating on (GB:AJB) stock is a Buy with a £485.00 price target. To see the full list of analyst forecasts on AJ BELL PLC stock, see the GB:AJB Stock Forecast page.

Stock BuybackBusiness Operations and Strategy
AJ Bell PLC Executes Share Buyback Program
Neutral
Jun 19, 2025

AJ Bell PLC, a company involved in financial services, has announced the purchase of 33,468 of its own ordinary shares as part of a share buyback program valued at up to £25 million. The shares were purchased at prices ranging from 486.80 to 493.00 pence and will be canceled, reducing the total number of shares in issue to 405,952,390. This move is part of AJ Bell’s strategy to manage its share capital and potentially enhance shareholder value.

The most recent analyst rating on (GB:AJB) stock is a Buy with a £485.00 price target. To see the full list of analyst forecasts on AJ BELL PLC stock, see the GB:AJB Stock Forecast page.

Stock BuybackBusiness Operations and Strategy
AJ Bell Executes Share Buyback to Enhance Shareholder Value
Positive
Jun 19, 2025

AJ Bell PLC has announced a share buyback program, purchasing 33,468 of its ordinary shares at a volume-weighted average price of 489.70 pence per share. The company intends to cancel these shares, reducing its total number of ordinary shares in issue to 405,952,390. This move is part of a larger buyback initiative of up to £25 million, initially announced in May 2025, and reflects AJ Bell’s strategy to enhance shareholder value by reducing the number of shares outstanding, potentially increasing earnings per share.

The most recent analyst rating on (GB:AJB) stock is a Buy with a £485.00 price target. To see the full list of analyst forecasts on AJ BELL PLC stock, see the GB:AJB Stock Forecast page.

Stock BuybackBusiness Operations and Strategy
AJ Bell PLC Executes Share Buyback to Optimize Capital Structure
Positive
Jun 18, 2025

AJ Bell PLC, a financial services company, has announced the purchase of 33,574 of its ordinary shares as part of a share buyback program valued at up to £25 million. The shares were purchased at prices ranging from 484.80 to 489.20 pence and will be canceled, reducing the total number of shares in issue to 405,985,858. This move is part of AJ Bell’s strategy to manage its capital structure and could potentially enhance shareholder value by reducing the number of shares outstanding, thereby increasing earnings per share.

The most recent analyst rating on (GB:AJB) stock is a Buy with a £485.00 price target. To see the full list of analyst forecasts on AJ BELL PLC stock, see the GB:AJB Stock Forecast page.

Stock Buyback
AJ Bell PLC Executes Share Buyback to Enhance Shareholder Value
Positive
Jun 17, 2025

AJ Bell PLC has executed a share buyback program, purchasing 33,884 of its ordinary shares at an average price of 489.36 pence per share. This move, part of a £25 million buyback initiative, aims to cancel the purchased shares, reducing the company’s total shares in issue to 406,019,432, thereby potentially increasing shareholder value and consolidating voting rights.

The most recent analyst rating on (GB:AJB) stock is a Buy with a £485.00 price target. To see the full list of analyst forecasts on AJ BELL PLC stock, see the GB:AJB Stock Forecast page.

Stock Buyback
AJ Bell PLC Executes Share Buyback Program
Neutral
Jun 16, 2025

AJ Bell PLC, a financial services company, has announced the repurchase of 34,135 of its ordinary shares as part of a share buyback program valued up to £25 million. The shares were purchased at prices ranging from 482.20 pence to 489.20 pence per share, with an average price of 485.90 pence. The company plans to cancel these shares, which will result in a total of 406,053,316 ordinary shares in issue, affecting the total voting rights available to shareholders.

The most recent analyst rating on (GB:AJB) stock is a Buy with a £485.00 price target. To see the full list of analyst forecasts on AJ BELL PLC stock, see the GB:AJB Stock Forecast page.

Business Operations and StrategyRegulatory Filings and Compliance
AJ Bell Executives Increase Shareholding Under BAYE Scheme
Positive
Jun 13, 2025

AJ Bell PLC announced that several of its senior executives and a closely associated person have purchased ordinary shares under the company’s Buy As You Earn scheme. This move indicates confidence in the company’s future prospects and aligns with the UK Market Abuse Regulation requirements for transparency. The transactions, conducted on the London Stock Exchange, reflect a modest increase in the shareholding of these executives, potentially reinforcing stakeholder trust and stability within the company.

The most recent analyst rating on (GB:AJB) stock is a Buy with a £485.00 price target. To see the full list of analyst forecasts on AJ BELL PLC stock, see the GB:AJB Stock Forecast page.

Stock Buyback
AJ Bell Executes Share Buyback to Enhance Shareholder Value
Positive
Jun 13, 2025

AJ Bell PLC has executed a share buyback program, purchasing 34,131 of its ordinary shares at an average price of 485.77 pence per share. This move is part of a larger £25 million buyback initiative announced in May 2025. The purchased shares will be cancelled, reducing the total number of shares in issue to 406,087,451, which impacts the company’s capital structure and potentially enhances shareholder value by increasing earnings per share.

The most recent analyst rating on (GB:AJB) stock is a Buy with a £485.00 price target. To see the full list of analyst forecasts on AJ BELL PLC stock, see the GB:AJB Stock Forecast page.

Stock Buyback
AJ Bell Executes Share Buyback Program
Neutral
Jun 12, 2025

AJ Bell PLC has executed a share buyback, purchasing 34,137 of its ordinary shares as part of a £25 million buyback program. The company plans to cancel these shares, which will adjust the total number of shares in circulation to 406,121,582, potentially impacting shareholder voting rights and market perception.

The most recent analyst rating on (GB:AJB) stock is a Buy with a £485.00 price target. To see the full list of analyst forecasts on AJ BELL PLC stock, see the GB:AJB Stock Forecast page.

Stock Buyback
AJ Bell Executes Share Buyback Program
Neutral
Jun 11, 2025

AJ Bell PLC, a financial services company, has executed a share buyback program, purchasing 34,320 of its ordinary shares at prices ranging from 488.00 to 495.60 pence per share. This move is part of a larger buyback initiative of up to £25 million announced earlier. The purchased shares will be canceled, reducing the total number of shares in circulation to 406,155,719, which will impact the company’s voting rights and shareholder calculations under regulatory guidelines.

The most recent analyst rating on (GB:AJB) stock is a Buy with a £485.00 price target. To see the full list of analyst forecasts on AJ BELL PLC stock, see the GB:AJB Stock Forecast page.

Stock BuybackBusiness Operations and Strategy
AJ Bell PLC Executes Share Buyback to Enhance Shareholder Value
Positive
Jun 10, 2025

AJ Bell PLC announced the repurchase of 34,679 of its ordinary shares as part of a £25 million share buyback program. The shares were purchased at an average price of 486.73 pence and will be canceled, reducing the total number of shares in issue to 406,190,039. This move is part of AJ Bell’s strategy to enhance shareholder value and optimize its capital structure.

The most recent analyst rating on (GB:AJB) stock is a Buy with a £485.00 price target. To see the full list of analyst forecasts on AJ BELL PLC stock, see the GB:AJB Stock Forecast page.

Stock Buyback
AJ Bell PLC Executes Share Buyback Program
Neutral
Jun 9, 2025

AJ Bell PLC has executed a share buyback program, purchasing 34,178 of its ordinary shares at an average price of 492.74 pence per share. The company plans to cancel these shares, reducing the total number of shares in issue to 406,224,718, which will impact the company’s total voting rights and potentially influence shareholder interest calculations.

The most recent analyst rating on (GB:AJB) stock is a Buy with a £485.00 price target. To see the full list of analyst forecasts on AJ BELL PLC stock, see the GB:AJB Stock Forecast page.

Stock Buyback
AJ Bell PLC Executes Share Buyback Program
Positive
Jun 6, 2025

AJ Bell PLC, a financial services company, has executed a share buyback program, purchasing 36,619 of its ordinary shares through Jefferies International Limited. The buyback is part of a previously announced £25 million program. The company plans to cancel the purchased shares, reducing its total number of shares in issue to 406,258,896. This move could potentially enhance shareholder value by increasing earnings per share and demonstrates the company’s confidence in its financial stability.

The most recent analyst rating on (GB:AJB) stock is a Hold with a £440.00 price target. To see the full list of analyst forecasts on AJ BELL PLC stock, see the GB:AJB Stock Forecast page.

Stock BuybackBusiness Operations and Strategy
AJ Bell PLC Executes Share Buyback Program
Neutral
Jun 4, 2025

AJ Bell PLC, a company involved in financial services, has announced the purchase of 40,278 of its ordinary shares as part of a share buyback program valued at up to £25 million. The shares were acquired at prices ranging from 493.00 to 501.00 pence per share, with a volume-weighted average price of 496.55 pence. These shares will be canceled, reducing the total number of shares in issue to 406,326,773, which represents the total voting rights in the company. This move is part of AJ Bell’s strategy to manage its capital structure and potentially enhance shareholder value.

The most recent analyst rating on (GB:AJB) stock is a Buy with a £485.00 price target. To see the full list of analyst forecasts on AJ BELL PLC stock, see the GB:AJB Stock Forecast page.

Stock BuybackBusiness Operations and Strategy
AJ Bell PLC Executes Share Buyback to Optimize Capital Structure
Positive
Jun 3, 2025

AJ Bell PLC has executed a share buyback program, purchasing 40,584 of its ordinary shares at a volume-weighted average price of 494.61 pence per share. The company plans to cancel these shares, reducing the total number of shares in issue to 406,367,051. This move is part of a broader £25 million buyback initiative announced earlier, aimed at optimizing the company’s capital structure and potentially enhancing shareholder value.

The most recent analyst rating on (GB:AJB) stock is a Buy with a £485.00 price target. To see the full list of analyst forecasts on AJ BELL PLC stock, see the GB:AJB Stock Forecast page.

Stock Buyback
AJ Bell PLC Executes Share Buyback to Enhance Shareholder Value
Positive
Jun 2, 2025

AJ Bell PLC has announced a share buyback program, purchasing 39,604 of its ordinary shares through Jefferies International Limited. The company plans to cancel these shares, leaving a total of 406,407,635 ordinary shares in issue. This move is part of a larger £25 million buyback initiative announced earlier, aimed at enhancing shareholder value and adjusting the company’s capital structure. The cancellation of shares will affect the total voting rights, which shareholders can use to determine their interests under regulatory guidelines.

The most recent analyst rating on (GB:AJB) stock is a Buy with a £485.00 price target. To see the full list of analyst forecasts on AJ BELL PLC stock, see the GB:AJB Stock Forecast page.

Regulatory Filings and Compliance
AJ Bell Updates Share Capital and Voting Rights
Neutral
May 30, 2025

AJ Bell PLC announced that its issued share capital as of May 30, 2025, consists of 406,485,813 ordinary shares, each with one vote, and no shares held in Treasury. This update is crucial for shareholders to determine their notification requirements under the FCA’s rules, impacting their stake management in the company.

The most recent analyst rating on (GB:AJB) stock is a Buy with a £485.00 price target. To see the full list of analyst forecasts on AJ BELL PLC stock, see the GB:AJB Stock Forecast page.

Stock BuybackBusiness Operations and Strategy
AJ Bell PLC Executes Share Buyback to Enhance Shareholder Value
Positive
May 30, 2025

AJ Bell PLC has announced the purchase of 38,574 of its ordinary shares as part of a share buyback program valued at up to £25 million. This move is part of the company’s strategy to enhance shareholder value by reducing the number of shares in circulation, which could potentially increase earnings per share and influence the company’s stock price positively.

The most recent analyst rating on (GB:AJB) stock is a Buy with a £485.00 price target. To see the full list of analyst forecasts on AJ BELL PLC stock, see the GB:AJB Stock Forecast page.

Regulatory Filings and Compliance
AJ Bell Executives Sell Shares in Routine Transactions
Neutral
May 29, 2025

AJ Bell PLC announced the sale of ordinary shares by two of its key executives. Karen Goodman, Chief Risk Officer, sold 4,707 shares, while Billy Mackay, Advised Managing Director, sold 39,922 shares. These transactions were conducted in compliance with the UK Market Abuse Regulation, reflecting routine changes in personal shareholdings by company insiders.

The most recent analyst rating on (GB:AJB) stock is a Buy with a £485.00 price target. To see the full list of analyst forecasts on AJ BELL PLC stock, see the GB:AJB Stock Forecast page.

Stock Buyback
AJ Bell PLC Announces Share Buyback and Share Cancellation
Neutral
May 29, 2025

AJ Bell PLC has announced a share buyback program, purchasing 69,790 of its ordinary shares through Jefferies International Limited. The company plans to cancel these shares, reducing the total number of shares in issue to 406,485,813, which will affect the total voting rights and may influence shareholder calculations under the Financial Conduct Authority’s rules.

The most recent analyst rating on (GB:AJB) stock is a Buy with a £485.00 price target. To see the full list of analyst forecasts on AJ BELL PLC stock, see the GB:AJB Stock Forecast page.

Stock BuybackBusiness Operations and Strategy
AJ Bell PLC Executes Share Buyback to Enhance Shareholder Value
Positive
May 28, 2025

AJ Bell PLC, a financial services company, has announced the purchase of 73,510 of its ordinary shares as part of a £25 million share buyback program. The shares, purchased through Jefferies International Limited, will be cancelled, reducing the company’s total number of shares in issue to 406,555,603. This move is part of AJ Bell’s strategy to enhance shareholder value and optimize its capital structure, reflecting a strong financial position and confidence in its future performance.

The most recent analyst rating on (GB:AJB) stock is a Buy with a £485.00 price target. To see the full list of analyst forecasts on AJ BELL PLC stock, see the GB:AJB Stock Forecast page.

Stock BuybackBusiness Operations and Strategy
AJ Bell PLC Announces Share Buyback to Enhance Shareholder Value
Positive
May 27, 2025

AJ Bell PLC, a company involved in financial services, announced the purchase of 58,687 of its own ordinary shares as part of a £25 million share buyback program. The shares were acquired through Jefferies International Limited and will be canceled, reducing the total number of shares in issue to 406,629,113. This move is part of AJ Bell’s strategy to enhance shareholder value and optimize its capital structure, potentially impacting the company’s market positioning and shareholder interests.

The most recent analyst rating on (GB:AJB) stock is a Buy with a £485.00 price target. To see the full list of analyst forecasts on AJ BELL PLC stock, see the GB:AJB Stock Forecast page.

Stock BuybackDividendsBusiness Operations and StrategyFinancial Disclosures
AJ Bell Reports Strong Interim Results with Revenue and Customer Growth
Positive
May 23, 2025

AJ Bell PLC reported strong financial results for the six months ending March 31, 2025, with a 17% increase in revenue to £153.2 million and a 12% rise in profit before tax to £68.8 million. The company added 51,000 new customers, bringing the total to 593,000, and achieved a record £90.4 billion in assets under administration. AJ Bell also announced a 6% increase in its interim dividend and a new share buyback program, reflecting its robust cash generation and commitment to returning capital to shareholders. The sale of its Platinum SIPP and SSAS business to InvestAcc will allow AJ Bell to focus on its core platform market, and the company plans to accelerate investment in the second half of the year to drive long-term growth.

The most recent analyst rating on (GB:AJB) stock is a Buy with a £485.00 price target. To see the full list of analyst forecasts on AJ BELL PLC stock, see the GB:AJB Stock Forecast page.

Other
AJ Bell PLC Announces Managerial Share Purchases
Positive
May 14, 2025

AJ Bell PLC, a company involved in financial services, has announced recent transactions involving the purchase of ordinary shares by several individuals with managerial responsibilities within the company. These transactions were conducted under the company’s Buy As You Earn scheme, with each person acquiring 33 ordinary shares at a price of £4.498 per share. The announcement highlights the continued investment by key personnel in the company, potentially reflecting confidence in its future prospects and stability in the financial market.

The most recent analyst rating on (GB:AJB) stock is a Buy with a £485.00 price target. To see the full list of analyst forecasts on AJ BELL PLC stock, see the GB:AJB Stock Forecast page.

Regulatory Filings and Compliance
AJ Bell PLC Updates Share Capital and Voting Rights
Neutral
May 1, 2025

AJ Bell PLC has announced that as of April 31, 2025, its issued share capital comprises 406,687,800 ordinary shares, each with a voting right. This update is crucial for shareholders to determine their notification requirements under the FCA’s rules, impacting how they manage their interests in the company.

Other
AJ Bell’s Chief Risk Officer Executes ‘Bed and ISA’ Transaction
Neutral
Apr 24, 2025

AJ Bell PLC announced a transaction involving Karen Goodman, the Chief Risk Officer, who executed a ‘Bed and ISA’ transaction by selling 4,726 ordinary shares and purchasing 4,707 shares into her AJ Bell ISA. This transaction is part of routine financial management and does not significantly impact the company’s operations or market positioning.

Business Operations and StrategyFinancial Disclosures
AJ Bell Reports Strong Q2 Growth Amid Market Volatility
Positive
Apr 24, 2025

AJ Bell PLC reported strong growth in its Q2 trading update, with customer numbers increasing by 32,000 to reach 593,000, marking an 18% rise over the past year. The company’s assets under administration hit a record £90.4 billion, driven by significant inflows, particularly in the run-up to the tax-year end. AJ Bell Investments also saw a 29% increase in assets under management, reaching £7.5 billion. The company’s dual-channel platform continues to attract customers due to its market-leading service and low-cost offerings. Despite market volatility, AJ Bell remains confident in its growth prospects, supported by the UK Government’s favorable stance on retail investing reforms.

Stock Buyback
AJ Bell Completes £30 Million Share Buyback Program
Neutral
Apr 23, 2025

AJ Bell PLC has completed a share buyback program, purchasing 77,174 ordinary shares through Jefferies International Limited. This buyback, part of a £30 million program announced in December 2024, involved shares priced between 409.40 and 428.40 pence, with a volume-weighted average price of 415.92 pence. The purchased shares will be canceled, leaving the company with 406,687,800 ordinary shares in issue, which represents the total voting rights.

Regulatory Filings and Compliance
AJ Bell PLC Announces Director Share Transactions
Neutral
Apr 22, 2025

AJ Bell PLC announced a transaction involving Elisabeth Platts, closely associated with Non-Executive Director Leslie Platts, who sold and repurchased shares as part of a ‘Bed and ISA’ strategy. This transaction, conducted on April 15, 2025, did not alter Leslie Platts’ overall shareholding in the company. The announcement is in compliance with UK Market Abuse Regulation, highlighting transparency in director dealings, which is crucial for maintaining investor trust and regulatory adherence.

Stock Buyback
AJ Bell PLC Executes Share Buyback Program
Neutral
Apr 22, 2025

AJ Bell PLC has executed a share buyback, purchasing 170,000 of its ordinary shares as part of a £30 million buyback program announced in December 2024. The company intends to cancel these shares, reducing the total number of shares in issue to 406,764,974, which will impact the voting rights and shareholding calculations for stakeholders.

Stock Buyback
AJ Bell PLC Executes Share Buyback to Enhance Shareholder Value
Positive
Apr 17, 2025

AJ Bell PLC has executed a share buyback program, purchasing 150,000 of its ordinary shares at an average price of 413.39 pence per share. This move is part of a larger £30 million buyback initiative announced in December 2024, and the purchased shares are intended to be canceled, reducing the total number of shares in issue to 406,934,974. This action may enhance shareholder value by reducing the number of shares outstanding, potentially increasing earnings per share and reflecting confidence in the company’s financial health.

Stock Buyback
AJ Bell PLC Executes Share Buyback to Enhance Shareholder Value
Neutral
Apr 16, 2025

AJ Bell PLC has executed a share buyback transaction, purchasing 1,399 of its ordinary shares as part of a £30 million buyback program announced in December 2024. The company plans to cancel these shares, reducing the total number of shares in issue to 407,074,065, which will affect the total voting rights and may impact shareholder calculations under regulatory disclosure rules.

Business Operations and StrategyRegulatory Filings and Compliance
AJ Bell Executives Invest in Company Shares Under BAYE Scheme
Positive
Apr 15, 2025

AJ Bell PLC announced that several persons discharging managerial responsibilities (PDMRs) and a person closely associated with a PDMR have purchased ordinary shares under the company’s Buy As You Earn (BAYE) scheme. This transaction reflects the ongoing engagement and investment of the company’s leadership in its financial operations, potentially indicating confidence in the company’s future performance and stability. The transactions were conducted at a price of £3.965 per share, and the details were disclosed in accordance with the UK Market Abuse Regulation.

Stock Buyback
AJ Bell PLC Executes Share Buyback Program
Neutral
Apr 14, 2025

AJ Bell PLC has executed a share buyback program, purchasing 84,767 of its ordinary shares through Jefferies International Limited. The shares were bought at prices ranging from 386.40 to 399.00 pence, with a volume-weighted average price of 395.66 pence. The company plans to cancel these shares, reducing its total number of shares in issue to 407,075,464, which will affect the total voting rights and could influence shareholder interest notifications.

Stock Buyback
AJ Bell PLC Executes Share Buyback Program
Neutral
Apr 11, 2025

AJ Bell PLC has executed a share buyback program, purchasing 90,100 of its ordinary shares at an average price of 394.25 pence per share. The company plans to cancel these shares, reducing the total number of shares in issue to 407,160,231, which will affect the total voting rights and potentially influence shareholder calculations under regulatory guidelines.

Business Operations and StrategyRegulatory Filings and Compliance
AJ Bell PLC Announces Change in Major Shareholder Voting Rights
Neutral
Apr 10, 2025

AJ Bell PLC has announced a change in its major holdings, with Andy Bell increasing his voting rights in the company to 18.001343% as of April 7, 2025. This acquisition of voting rights signifies a slight increase from his previous position and may impact the company’s governance or strategic decisions, reflecting a potential shift in shareholder influence.

Stock BuybackBusiness Operations and Strategy
AJ Bell PLC Executes Share Buyback Program
Positive
Apr 10, 2025

AJ Bell PLC, a financial services company, announced the purchase of 92,409 of its ordinary shares as part of a £30 million share buyback program. The shares were acquired at prices ranging from 370.20 to 381.00 pence and will be canceled, reducing the total number of shares in issue to 407,250,331. This move is part of AJ Bell’s strategy to enhance shareholder value and manage its capital structure effectively.

Stock BuybackBusiness Operations and Strategy
AJ Bell PLC Executes Share Buyback Program
Neutral
Apr 9, 2025

AJ Bell PLC announced the repurchase of 85,000 of its ordinary shares as part of a £30 million share buyback program. The company intends to cancel these shares, reducing the total number of shares in issue to 407,342,740, which may impact shareholder voting rights and market perception of the company’s financial health and strategic direction.

Regulatory Filings and Compliance
AJ Bell Executives Conduct ‘Bed and ISA’ Share Transactions
Neutral
Apr 8, 2025

AJ Bell PLC announced that Mohamed Tagari, Chief Technology & Customer Services Officer, and Amber Tagari, a person closely associated with him, conducted ‘Bed and ISA’ transactions involving the sale and repurchase of ordinary shares. These transactions, executed on April 7, 2025, did not alter the total number of shares Mohamed Tagari holds, maintaining his interest at 137,427 shares, which represents 0.034% of the company’s issued share capital. The announcement complies with the UK Market Abuse Regulation, ensuring transparency in managerial transactions.

Stock Buyback
AJ Bell PLC Executes Share Buyback, Cancels Shares
Neutral
Apr 8, 2025

AJ Bell PLC announced the purchase of 85,000 of its own ordinary shares as part of a £30 million share buyback program. The company plans to cancel these shares, reducing the total number of shares in issue to 407,427,740, which impacts the voting rights and shareholding calculations for stakeholders.

Stock Buyback
AJ Bell PLC Executes Share Buyback Program
Neutral
Apr 7, 2025

AJ Bell PLC has executed a share buyback, acquiring 84,000 of its ordinary shares as part of a £30 million buyback program. The purchased shares will be canceled, reducing the total number of shares in circulation to 407,512,740, which may impact shareholder voting rights and ownership calculations.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

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: Jul 04, 2025