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Brooks Macdonald
(LSE:BRK)
Brooks Macdonald (BRK) vs. S&P 500 (SPY)
Brooks Macdonald Business Overview & Revenue Model
Brooks Macdonald Financial Statement Overview
| Breakdown | ||||
| Jun 2024 | Jun 2023 | Jun 2022 | Jun 2021 | Jun 2020 |
|---|---|---|---|---|
| Income Statement | Total Revenue | |||
| 128.26M | 123.78M | 122.21M | 118.21M | 108.56M | Gross Profit |
| 20.33M | 21.57M | 26.92M | 22.19M | 14.76M | EBIT |
| 20.41M | 21.41M | 26.87M | 20.76M | 10.24M | EBITDA |
| 33.85M | 30.89M | 36.30M | 34.85M | 23.38M | Net Income Common Stockholders |
| 6.46M | 18.15M | 23.41M | 19.64M | 6.43M |
| Balance Sheet | Cash, Cash Equivalents and Short-Term Investments | |||
| 45.64M | 54.18M | 62.11M | 55.52M | 50.72M | Total Assets |
| 192.96M | 195.26M | 189.15M | 185.87M | 172.80M | Total Debt |
| 3.81M | 5.14M | 6.03M | 6.87M | 7.93M | Net Debt |
| -40.92M | -48.21M | -55.30M | -48.03M | -42.23M | Total Liabilities |
| 40.63M | 37.91M | 40.72M | 51.87M | 49.26M | Stockholders Equity |
| 152.34M | 157.34M | 148.43M | 134.00M | 123.54M |
| Cash Flow | Free Cash Flow | |||
| 35.08M | 21.26M | 27.34M | 27.42M | 26.65M | Operating Cash Flow |
| 36.89M | 24.96M | 30.54M | 31.10M | 30.22M | Investing Cash Flow |
| -29.42M | -18.05M | -9.35M | -11.34M | -31.43M | Financing Cash Flow |
| -16.10M | -14.88M | -14.76M | -15.03M | 16.79M |
Brooks Macdonald Technical Analysis
Brooks Macdonald Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
80 Outperform | £224.32M | 12.33 | 12.53% | 5.58% | -9.19% | 174.56% | |
78 Outperform | £1.67B | 20.13 | 45.56% | 3.04% | 23.46% | 23.33% | |
76 Outperform | £1.59B | 23.98 | 4.83% | 3.57% | 49.59% | 18.13% | |
73 Outperform | £350.44M | 8.40 | 33.77% | 12.53% | 18.08% | 22.78% | |
65 Neutral | £4.75B | 12.21 | 35.30% | 1.57% | 36.14% | ― | |
63 Neutral | $12.75B | 9.36 | 8.64% | 84.32% | 13.82% | -3.89% |
Brooks Macdonald Corporate Events
Brooks Macdonald Group plc has announced the purchase and subsequent cancellation of 7,000 of its ordinary shares as part of its ongoing share buyback program. This action adjusts the company’s total issued share capital to 16,269,539 shares, a move that could potentially impact shareholder voting rights and interest notifications under the FCA’s Disclosure Guidance and Transparency Rules.
Spark’s Take on GB:BRK Stock
According to Spark, TipRanks’ AI Analyst, GB:BRK is a Outperform.
Brooks Macdonald’s overall stock score is driven by its strong financial foundation, effective cash flow management, and strategic corporate actions such as share buybacks and market transitions. Despite some challenges in profitability, the stock benefits from a solid valuation and an attractive dividend yield. Technical analysis indicates some bearish trends, but the positive impact of recent corporate events and low financial leverage support a favorable outlook.
To see Spark’s full report on GB:BRK stock, click here.
Brooks Macdonald Group plc has executed a share buyback, purchasing 12,000 of its ordinary shares at an average price of 1,410.83 pence per share, as part of its ongoing Share Buyback programme. This move will reduce the company’s total issued share capital to 16,276,539 shares, potentially impacting shareholder calculations under the FCA’s Disclosure Guidance and Transparency Rules.
Spark’s Take on GB:BRK Stock
According to Spark, TipRanks’ AI Analyst, GB:BRK is a Outperform.
Brooks Macdonald’s overall stock score is driven by its strong financial foundation, effective cash flow management, and strategic corporate actions such as share buybacks and market transitions. Despite some challenges in profitability, the stock benefits from a solid valuation and an attractive dividend yield. Technical analysis indicates some bearish trends, but the positive impact of recent corporate events and low financial leverage support a favorable outlook.
To see Spark’s full report on GB:BRK stock, click here.
Brooks Macdonald Group plc has executed a share buyback program, purchasing 14,000 of its ordinary shares at an average price of 1,416.07 pence per share. These shares will be cancelled, reducing the company’s total issued share capital to 16,288,539 shares. This move is part of the company’s strategy to manage its capital structure and potentially enhance shareholder value.
Spark’s Take on GB:BRK Stock
According to Spark, TipRanks’ AI Analyst, GB:BRK is a Outperform.
Brooks Macdonald’s overall stock score reflects its strong financial foundation and strategic initiatives like share buybacks and market transitions. Despite challenges in profitability, the company benefits from a solid valuation and attractive dividend yield. Technical analysis points to some bearish trends, but the positive impact of recent corporate events supports a favorable outlook.
To see Spark’s full report on GB:BRK stock, click here.
Brooks Macdonald Group plc has executed a share buyback, purchasing 15,000 of its ordinary shares at an average price of 1,384.67 pence per share, as part of its ongoing share buyback program. The purchased shares will be cancelled, reducing the company’s total issued share capital to 16,302,539 shares. This move is likely to impact the company’s market positioning by potentially increasing shareholder value and adjusting the voting rights denominator for shareholders.
Spark’s Take on GB:BRK Stock
According to Spark, TipRanks’ AI Analyst, GB:BRK is a Outperform.
Brooks Macdonald’s strong financial foundation and strategic initiatives, such as share buybacks and a transition to a more prestigious market listing, are significant strengths. The company faces challenges in profitability but compensates with a solid valuation and attractive dividend yield. The technical indicators show some bearish trends, but the overall outlook remains positive due to robust financial health and strategic corporate actions.
To see Spark’s full report on GB:BRK stock, click here.
Brooks Macdonald Group plc has executed a share buyback program, purchasing 15,000 of its ordinary shares at an average price of 1,462.67 pence per share. This move, part of their strategy announced earlier in January 2025, will result in the cancellation of these shares, adjusting the company’s total issued share capital to 16,317,539 shares. This action reflects Brooks Macdonald’s ongoing commitment to enhancing shareholder value and optimizing its capital structure, potentially impacting its market positioning and stakeholder interests.
Spark’s Take on GB:BRK Stock
According to Spark, TipRanks’ AI Analyst, GB:BRK is a Outperform.
Brooks Macdonald’s solid financial foundation and effective cash flow management are key strengths. The company’s strategic initiatives, such as share buybacks and market transition, bolster investor confidence. While challenges in profitability exist, the stock’s reasonable valuation and attractive dividend yield enhance its investment appeal.
To see Spark’s full report on GB:BRK stock, click here.
Brooks Macdonald Group plc has executed a share buyback, purchasing 8,000 of its ordinary shares at a volume-weighted average price of 1,440.63 pence per share, as part of its ongoing Share Buyback programme. The purchased shares will be cancelled, reducing the company’s total issued share capital to 16,332,539 shares. This move is part of the company’s strategy to manage its capital structure and enhance shareholder value, reflecting its strong financial position and commitment to returning value to shareholders.
Spark’s Take on GB:BRK Stock
According to Spark, TipRanks’ AI Analyst, GB:BRK is a Outperform.
Brooks Macdonald’s strong financial foundation, effective cash flow management, and strategic corporate actions contribute to its solid stock performance. Despite challenges in profitability, the company’s low leverage and strategic initiatives like share buybacks and market transitions provide a robust outlook. The stock is technically bullish, with a reasonable valuation and attractive dividend yield enhancing its investment appeal.
To see Spark’s full report on GB:BRK stock, click here.
Brooks Macdonald Group plc has executed a share buyback, purchasing 10,000 of its ordinary shares at an average price of 1,494.00 pence per share, as part of its ongoing Share Buyback programme. This move will reduce the company’s total issued share capital to 16,340,539 shares, potentially impacting shareholder voting rights and reflecting the company’s strategy to manage its capital structure effectively.
Brooks Macdonald Group PLC has executed a share buyback, purchasing 3,000 of its ordinary shares at a price of 1,515.00 pence per share, as part of its ongoing Share Buyback programme. This move reduces the total issued share capital to 16,350,539 shares, potentially impacting shareholder calculations under the FCA’s Disclosure Guidance and Transparency Rules.
Brooks Macdonald Group plc has executed a share buyback, purchasing 4,000 of its ordinary shares at a price of 1,515.00 pence per share, as part of its ongoing Share Buyback programme. This transaction will result in the cancellation of the purchased shares, reducing the company’s total issued share capital to 16,353,539 shares. This move is part of the company’s strategy to manage its capital structure effectively, potentially enhancing shareholder value by reducing the number of shares in circulation.
Brooks Macdonald Group plc announced the purchase and cancellation of 15,000 of its ordinary shares as part of its Share Buyback programme. This action reduces the company’s total issued share capital to 16,357,539 shares, potentially impacting shareholder voting rights and requiring adjustments in interest notifications under the FCA’s rules.
Brooks Macdonald Group PLC has executed a share buyback, purchasing 15,000 of its ordinary shares at an average price of 1,495.00 pence per share, as part of its ongoing Share Buyback programme. This move will reduce the company’s total issued share capital to 16,357,539 shares, potentially impacting shareholder voting rights and indicating a strategic effort to enhance shareholder value.
Brooks Macdonald Group PLC has announced a change in the voting rights held by Gresham House Asset Management Ltd, a significant shareholder. As of March 28, 2025, Gresham House’s voting rights decreased slightly from 20.01% to 19.96%, indicating a minor adjustment in their stake within the company. This adjustment reflects a subtle shift in the ownership structure, which may have implications for the company’s governance and decision-making processes.
Brooks Macdonald Group PLC has announced a change in its voting rights structure, with Gresham House Asset Management Ltd increasing its stake to 20.01% from a previous 19.92%. This change signifies a slight increase in influence for Gresham House within the company, potentially impacting decision-making processes and strategic directions.
Brooks Macdonald Group plc has executed a share buyback, purchasing 10,000 of its ordinary shares at a price of 1,520.00 pence per share. These shares will be cancelled, reducing the total issued share capital to 16,372,539 shares. This move is part of the company’s ongoing strategy to manage its capital structure and potentially enhance shareholder value. The cancellation of shares affects the total voting rights and may influence shareholder calculations under the FCA’s Disclosure Guidance and Transparency Rules.
Brooks Macdonald Group plc has announced a block listing application for 56,556 ordinary shares on the Main Market of the London Stock Exchange, following their recent admission to trading. This move is part of their Approved Share Save Scheme, Company Share Option Plan, and 2018 Long Term Incentive Plan, replacing a previous AIM block admission, and aims to enhance their market presence and shareholder value.
Brooks Macdonald Group plc has announced its ordinary shares’ admission to the Main Market of the London Stock Exchange, marking a significant transition from AIM. This strategic move is expected to enhance the company’s corporate profile and expand its shareholder base, positioning it to capitalize on opportunities within the UK wealth market, thereby benefiting stakeholders.
Brooks Macdonald Group plc has executed a share buyback program, purchasing 15,000 of its ordinary shares at a volume-weighted average price of 1,501.67 pence per share. This move will result in the cancellation of the purchased shares, adjusting the company’s total issued share capital to 16,382,539 shares. This action is part of the company’s strategic financial management, potentially impacting shareholder value and market perception as it prepares for its upcoming transition to the Main Market of the London Stock Exchange.
Brooks Macdonald Group Plc has executed a share buyback, purchasing 15,000 of its ordinary shares at an average price of 1,511.67 pence per share, with plans to cancel these shares. This move is part of their ongoing Share Buyback programme, and it will adjust the company’s total issued share capital to 16,397,539 shares, impacting shareholder calculations under the FCA’s Disclosure Guidance and Transparency Rules.
Brooks Macdonald Group plc has executed a share buyback, purchasing 15,000 of its ordinary shares at an average price of 1,502.83 pence per share, as part of its ongoing Share Buyback programme. The purchased shares will be cancelled, adjusting the company’s total issued share capital to 16,412,539 shares. This move is part of the company’s strategic efforts to optimize its capital structure ahead of its planned listing transition to the Main Market of the London Stock Exchange, potentially enhancing shareholder value and market positioning.
Brooks Macdonald Group plc has announced the publication of a prospectus for the proposed admission of its ordinary shares to the Main Market of the London Stock Exchange, moving from AIM. This strategic move, effective on 28 March 2025, does not involve raising new funds or issuing new shares, but aims to enhance the company’s market presence and liquidity.
Brooks Macdonald Group PLC has executed a share buyback, purchasing 10,000 of its ordinary shares at a price of 1,460.00 pence per share, which will be cancelled. This action is part of the company’s ongoing Share Buyback programme and will adjust the total issued share capital to 16,427,539 shares. The buyback reflects the company’s strategic financial management and could impact shareholder calculations under the FCA’s Disclosure Guidance and Transparency Rules.
Brooks Macdonald Group PLC has announced a change in its major holdings, with Artemis Investment Management LLP acquiring a 5.135890% stake in the company. This acquisition marks a significant increase from a previous position of less than 5%, potentially impacting the company’s shareholder dynamics and market perception.
Katherine Jones, the Chief Financial Officer and Director of Brooks Macdonald Group plc, purchased 1,224 shares of the company at a price of 1469.686p per share on March 18, 2025. This transaction, conducted on the London Stock Exchange, reflects a significant personal investment by a key executive, potentially signaling confidence in the company’s future performance and stability.
Brooks Macdonald Group PLC has executed a share buyback, purchasing 6,000 of its ordinary shares at 1,410 pence each, as part of its ongoing share buyback program. This move will reduce the company’s total share capital to 16,437,539 shares, potentially impacting shareholder voting rights and aligning with its strategic financial management goals.
Brooks Macdonald Group plc has executed a share buyback, purchasing 2,000 of its ordinary shares at a price of 1,440.00 pence per share, as part of its ongoing Share Buyback programme. The purchased shares will be cancelled, reducing the company’s total issued share capital to 16,443,539 shares. This move is part of the company’s strategic financial management, potentially enhancing shareholder value and adjusting the capital structure. The buyback may influence stakeholders’ calculations regarding their interest in the company under the FCA’s Disclosure Guidance and Transparency Rules.
Brooks Macdonald Group plc has announced its intention to move its ordinary shares from AIM to the Main Market of the London Stock Exchange, with the transition expected to occur on 28 March 2025. This strategic move, which does not involve raising new funds or issuing new shares, aims to enhance the company’s market presence and potentially improve liquidity for its stakeholders, subject to regulatory approvals.
Brooks Macdonald Group plc has been informed by Artemis Investment Management LLP that as of March 10, 2025, Artemis holds a 4.59% stake in the company’s ordinary shares. This development is significant as it reflects investor confidence and could impact Brooks Macdonald’s market positioning, especially as the company prepares to transition its listing to the Main Market of the London Stock Exchange.
Brooks Macdonald Group plc has executed a share buyback, purchasing 14,000 of its ordinary shares at an average price of 1,458.21 pence per share, as part of its ongoing Share Buyback programme. The purchased shares will be cancelled, reducing the total issued share capital to 16,445,539 shares. This move is part of the company’s strategic financial management, potentially impacting shareholder value and market perception as it prepares for its transition to the Main Market of the London Stock Exchange.
Brooks Macdonald Group PLC has announced a change in its major holdings, with Jupiter Fund Management PLC acquiring a 5.69% voting rights stake in the company as of February 28, 2025. This acquisition marks a significant shift in the company’s shareholder structure and could influence its strategic decisions, potentially impacting its market positioning and stakeholder interests.
Brooks Macdonald Group PLC has announced a significant change in its voting rights structure, with Gresham House Asset Management Ltd increasing its stake to 19.92% from a previous 14.38%. This acquisition of voting rights indicates a strengthened position for Gresham House within the company, potentially impacting Brooks Macdonald’s strategic decisions and stakeholder dynamics.
Brooks Macdonald Group PLC has announced the granting of nil price options to its Chief Financial Officer, Katherine Jones, under the 2018 Long Term Incentive Plan. The plan is designed to retain and incentivize executives by aligning their interests with shareholders, with vesting based on performance metrics including earnings per share, funds under management growth, and ESG metrics. This move is part of the company’s strategy to drive ambitious growth and enhance its market positioning.
Brooks Macdonald Group PLC has announced a change in the voting rights held by Octopus Investments Limited, which has increased its stake to 14.18% from a previous 13.98%. This acquisition of voting rights signifies a strategic move by Octopus Investments, potentially impacting Brooks Macdonald’s governance and decision-making processes, and reflecting confidence in the company’s future prospects.
Brooks Macdonald Group plc has executed a share buyback, purchasing 5,000 ordinary shares at a price of 1,405.00 pence per share, as part of its ongoing Share Buyback programme. This transaction reduces the company’s total issued share capital to 16,462,539 shares, impacting the voting rights and shareholding calculations for stakeholders under the FCA’s Disclosure Guidance and Transparency Rules.
Brooks Macdonald Group plc reported its half-year results for the period ending December 31, 2024, highlighting strong financial performance with a 13% annualized net inflow to its MPS Platform business and a 3.4% increase in interim dividends. The company completed the sale of its international asset management arm to focus on the UK market and acquired three financial planning businesses, expanding its client base by 15%. Despite a 2.6% revenue decline due to lower interest income, disciplined cost management improved the underlying profit margin to 29.9%. The company remains focused on growth, client service, and efficiency, with a strong balance sheet supporting its strategic initiatives.
Brooks Macdonald Group plc reported its half-year results for the six months ending December 2024, highlighting a solid financial performance with net inflows to its MPS Platform business and a 3.4% increase in interim dividends. The company completed the sale of its international asset management arm, reinforcing its focus on the UK market, and acquired three financial planning businesses, expanding its client base by 15%. Despite a decrease in revenue due to lower interest income, the company maintained a strong profit margin through disciplined cost management. The strategic focus on growth, client service, and operational efficiency positions Brooks Macdonald well for future expansion and attractive returns for stakeholders.
Brooks Macdonald Group plc has executed a share buyback, purchasing 8,000 of its ordinary shares at an average price of 1,406.25 pence per share, which will be cancelled. This move is part of the company’s ongoing Share Buyback programme, and following this transaction, the company’s total issued share capital will consist of 16,467,539 shares. The buyback reflects Brooks Macdonald’s strategic financial management and could potentially enhance shareholder value by reducing the number of shares in circulation.
Brooks Macdonald Group plc has executed a share buyback, purchasing 2,000 ordinary shares at 1,420 pence each, as part of its ongoing Share Buyback programme. This move reduces the company’s total issued share capital to 16,475,539 shares, potentially impacting shareholder calculations under FCA’s Disclosure Guidance and Transparency Rules.
Brooks Macdonald Group plc has finalized the sale of its international asset management arm, Brooks Macdonald Asset Management (International) Limited, to Canaccord Genuity Wealth Management for an initial £28 million, with a contingent payment of up to £22.85 million. This strategic move allows Brooks Macdonald to concentrate on its core UK operations and leverage growth opportunities in the domestic market, while the international business transitions to Canaccord, enhancing their service to international clients.
Brooks Macdonald announced the purchase and cancellation of 4,000 ordinary shares at a price of 1,420 pence each, as part of its ongoing share buyback programme. This transaction reduces the company’s total issued share capital to 16,477,539 shares, impacting the voting rights and potentially influencing shareholder calculations under the FCA’s Disclosure Guidance and Transparency Rules. The move is part of Brooks Macdonald’s strategy to strengthen shareholder value ahead of its planned transition to the Main Market of the London Stock Exchange.
Brooks Macdonald has announced that Artemis Investment Management LLP holds a 3.17% stake in the company’s ordinary shares as of February 19, 2025. This development comes ahead of Brooks Macdonald’s anticipated move from AIM to the Main Market of the London Stock Exchange in March 2025, a strategic shift expected to enhance the company’s market presence and appeal to a broader range of investors.
Brooks Macdonald Group plc announced the purchase of 6,000 ordinary shares as part of its ongoing Share Buyback programme, at an average price of 1,419.17 pence per share, with the acquired shares set to be canceled. This transaction adjusts the company’s total issued share capital to 16,481,539 shares, impacting shareholder calculations under FCA’s Disclosure Guidance and Transparency Rules.
Brooks Macdonald Group plc has executed a buyback of 6,000 ordinary shares at an average price of 1,419.17 pence per share as part of its ongoing Share Buyback programme. These shares will be cancelled, reducing the total issued share capital to 16,481,539 shares. This move aligns with the company’s strategy to optimize capital structure and enhance shareholder value, potentially impacting its market positioning positively as it prepares to move its listing to the Main Market of the London Stock Exchange.
Brooks Macdonald Group plc has executed a share buyback program, purchasing 7,000 ordinary shares at an average price of 1,437.14 pence per share, with all acquired shares set for cancellation. This action will adjust the company’s total issued share capital to 16,487,539 shares, influencing shareholders’ calculations under the FCA’s Disclosure Guidance and Transparency Rules. The move is part of the company’s strategic financial management, potentially impacting its market positioning by demonstrating strong internal capital confidence.
Brooks Macdonald has executed a share buyback, purchasing 6,000 of its ordinary shares at 1,440 pence each as part of its ongoing Share Buyback programme. This action, which results in a total issued share capital of 16,494,539 shares, reflects the company’s strategy to manage its capital effectively, potentially enhancing shareholder value and positioning the company favorably ahead of its anticipated move to the Main Market of the London Stock Exchange.
Brooks Macdonald has repurchased 2,000 of its ordinary shares at 1,440 pence each as part of its Share Buyback programme, with these shares subsequently cancelled. This transaction adjusts the company’s total issued share capital to 16,500,539 shares, potentially impacting shareholder calculations under the FCA’s Disclosure Guidance and Transparency Rules. This strategic move is part of Brooks Macdonald’s ongoing efforts to manage its capital structure effectively, aligning with its broader business objectives and market operations.
Brooks Macdonald Group PLC announced that Octopus Investments Limited has adjusted its voting rights in the company, reducing its stake from 14.98% to 13.98%. This change in ownership may influence the company’s governance and strategic decisions, as voting power is a significant aspect of shareholder influence.
Brooks Macdonald announced the purchase and cancellation of 4,000 ordinary shares as part of its Share Buyback programme. The buyback reflects the company’s strategy to optimize its capital structure, and the total voting rights now stand at 16,502,539 shares. This move could impact shareholder interests and aligns with the company’s growth and market positioning strategies.
Brooks Macdonald Group plc has successfully completed the acquisition of LIFT-Financial Group Limited and LIFT-Invest, expanding its assets under advice by approximately £1.6 billion and adding around 1,350 clients. This acquisition strengthens Brooks Macdonald’s Financial Planning business, now managing around £6.4 billion in assets, and aims to drive further growth under the leadership of Michael Holden, the new Chief Executive of Financial Planning. This strategic move reflects Brooks Macdonald’s commitment to growth and excellence, aligning with LIFT’s values and enhancing its industry positioning.
Brooks Macdonald Group plc has completed the acquisition of LIFT-Financial Group Limited and LIFT-Invest, adding approximately £1.6bn in assets under advice and around 1,350 clients to its portfolio. This strategic acquisition enhances Brooks Macdonald’s financial planning business to a total of £6.4bn in assets under advice, supported by a team of around 90 advisers and paraplanners. The move is aimed at driving growth with Michael Holden, LIFT’s co-founder, assuming a pivotal role as Chief Executive of Financial Planning. This acquisition aligns with Brooks Macdonald’s strategy to expand its services and reinforces its commitment to excellence in financial planning.
Brooks Macdonald Group plc has executed a share buyback, purchasing 4,000 of its ordinary shares at an average price of 1,448.75 pence per share. This move, part of their Share Buyback programme, will see these shares canceled, adjusting the company’s total voting rights to 16,506,539 shares. This strategic financial maneuver may impact shareholder calculations and reflects the company’s commitment to consolidating its equity base.
Brooks Macdonald has executed a share buyback program, purchasing and canceling 2,000 ordinary shares at a price of 1,460 pence per share. This action reduces the company’s total issued share capital to 16,510,539 shares, impacting the voting rights and potentially affecting shareholder calculations regarding their interests. This move is part of the company’s broader strategy to manage its capital structure effectively.
Brooks Macdonald Group PLC has executed a share buyback program, purchasing 3,000 ordinary shares at 1,460 pence per share, which will be canceled. This action reduces the total issued share capital to 16,512,539 shares, affecting shareholder calculations under FCA rules and reinforcing the company’s financial strategy ahead of its planned move to the Main Market of the London Stock Exchange.
Brooks Macdonald has executed a share buyback program, purchasing 5,000 of its own shares at a price of 1,480 pence per share, which will be subsequently cancelled. This transaction reduces the company’s total share capital to 16,515,539 shares, potentially impacting shareholder calculations under FCA’s Disclosure Guidance and Transparency Rules.
Brooks Macdonald Group PLC has announced the commencement of a share buyback programme valued at up to £10 million. This move is part of the company’s strategic capital allocation to purchase shares at a discount, reflecting its financial strength and future growth prospects. The programme, conducted through Singer Capital Markets, is intended to enhance shareholder value by reducing share capital, demonstrating confidence in the company’s valuation and long-term strategy.
On January 15, 2025, Aberforth Partners LLP acquired a significant shareholding in Brooks Macdonald Group plc, crossing the 5% voting rights threshold. This acquisition signifies a change in the ownership structure of the company and may influence its governance and strategic decisions, affecting stakeholders and potentially altering its position in the investment management industry.
Brooks Macdonald Group plc has reported its strongest quarterly inflows in 18 months, although outflows remain high, prompting measures to enhance asset retention and business growth. The company plans to transition from AIM to the London Stock Exchange’s Main Market, a move expected to elevate its corporate profile and widen its investor base, without issuing new shares. This strategic shift aims to further bolster Brooks Macdonald’s market position and shareholder value.
Brooks Macdonald Group plc reports its strongest quarter of gross inflows in 18 months, attributed to the quality of service and a wide range of client-focused products, despite elevated outflows. The company is actively enhancing its financial planning expertise through recent acquisitions and focusing on asset retention and new business growth. Furthermore, the Group plans to transition from AIM to the London Stock Exchange’s Main Market, which is expected to enhance its corporate profile and attract a wider investor base, with the move anticipated between 4 March and 31 March 2025.