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Brooks Macdonald Group PLC (GB:BRK)
LSE:BRK
UK Market

Brooks Macdonald (BRK) AI Stock Analysis

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GB

Brooks Macdonald

(LSE:BRK)

Rating:80Outperform
Price Target:
1,725.00p
â–²(5.50%Upside)
Brooks Macdonald's overall score is driven by strong financial health and strategic corporate initiatives such as share buybacks and market listing upgrades. While technical indicators present mixed signals, the company's solid valuation and attractive dividend yield enhance its investment appeal. Challenges in profitability are offset by robust cash flow management and low financial leverage, supporting a favorable outlook.

Brooks Macdonald (BRK) vs. iShares MSCI United Kingdom ETF (EWC)

Brooks Macdonald Business Overview & Revenue Model

Company DescriptionBrooks Macdonald Group plc, through its subsidiaries, provides a range of investment and wealth management services to private clients, pension funds, professional intermediaries, and trustees in the United Kingdom and the Channel Islands. It operates through two segments, UK Investment Management and International. The company offers financial planning advisory services to high-net-worth individuals, families, and businesses; and multi-asset and specialist fund products to the retail sector. Brooks Macdonald Group plc was founded in 1991 and is headquartered in London, the United Kingdom.
How the Company Makes MoneyBrooks Macdonald makes money primarily through the fees and commissions it charges for its investment management services. The company earns revenue from management fees, which are typically a percentage of the assets under management (AUM), and performance fees, which may be charged if certain investment targets are met. Additional income may be generated from advisory services and financial planning fees. The company's earnings are significantly influenced by the size and growth of its AUM, client relationships, and market performance. Brooks Macdonald may also benefit from strategic partnerships with financial advisors and institutions, which can help to expand its client base and increase AUM.

Brooks Macdonald Financial Statement Overview

Summary
Brooks Macdonald demonstrates strong financial health with effective cash flow management, a robust balance sheet, and solid operational efficiency. However, challenges in maintaining net profit margins and return on equity highlight areas for improvement in profitability.
Income Statement
76
Positive
Brooks Macdonald shows consistent revenue growth, with a moderate increase of 3.62% from 2023 to 2024. Gross profit margin is stable but slightly declining, indicating potential cost pressures. The net profit margin dropped significantly due to a decrease in net income, which is a concern for profitability. EBIT and EBITDA margins remain solid, suggesting operational efficiency.
Balance Sheet
81
Very Positive
The company maintains a strong equity position with an equity ratio of 78.96%, indicating financial stability. The debt-to-equity ratio is low at 0.03, reflecting minimal leverage and low financial risk. Return on equity has declined, pointing to reduced profitability on shareholder investments.
Cash Flow
85
Very Positive
Operating cash flow has increased significantly, supporting strong cash generation capabilities. Free cash flow growth is substantial at 64.95%, reflecting efficient capital management. Operating cash flow to net income ratio is healthy, indicating good conversion of income to cash.
Breakdown
TTMJun 2024Jun 2023Jun 2022Jun 2021Jun 2020
Income StatementTotal Revenue
116.57M128.26M123.78M122.21M118.21M108.56M
Gross Profit
64.69M20.33M21.57M26.92M22.19M14.76M
EBIT
19.53M20.41M21.41M26.87M20.76M10.24M
EBITDA
30.16M33.85M30.89M36.30M34.85M23.38M
Net Income Common Stockholders
18.50M6.46M18.15M23.41M19.64M6.43M
Balance SheetCash, Cash Equivalents and Short-Term Investments
39.21M45.64M54.18M62.11M55.52M50.72M
Total Assets
173.33M192.96M195.26M189.15M185.87M172.80M
Total Debt
7.52M3.81M5.14M6.03M6.87M7.93M
Net Debt
-31.08M-40.92M-48.21M-55.30M-48.03M-42.23M
Total Liabilities
44.30M40.63M37.91M40.72M51.87M49.26M
Stockholders Equity
129.03M152.34M157.34M148.43M134.00M123.54M
Cash FlowFree Cash Flow
32.29M35.08M21.26M27.34M27.42M26.65M
Operating Cash Flow
32.42M36.89M24.96M30.54M31.10M30.22M
Investing Cash Flow
-39.98M-29.42M-18.05M-9.35M-11.34M-31.43M
Financing Cash Flow
-15.83M-16.10M-14.88M-14.76M-15.03M16.79M

Brooks Macdonald Technical Analysis

Technical Analysis Sentiment
Positive
Last Price1635.00
Price Trends
50DMA
1498.50
Positive
100DMA
1472.06
Positive
200DMA
1583.19
Positive
Market Momentum
MACD
35.61
Negative
RSI
75.53
Negative
STOCH
87.78
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:BRK, the sentiment is Positive. The current price of 1635 is above the 20-day moving average (MA) of 1562.00, above the 50-day MA of 1498.50, and above the 200-day MA of 1583.19, indicating a bullish trend. The MACD of 35.61 indicates Negative momentum. The RSI at 75.53 is Negative, neither overbought nor oversold. The STOCH value of 87.78 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:BRK.

Brooks Macdonald Peers Comparison

Overall Rating
UnderperformOutperform
Sector (64)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
GBBRK
80
Outperform
£255.55M14.2112.53%4.85%-9.19%174.56%
GBIPX
80
Outperform
£243.48M7.9226.26%14.46%-9.06%-24.06%
74
Outperform
£178.63M12.6911.92%8.94%0.27%1.47%
64
Neutral
$12.86B9.797.78%16985.65%12.28%-7.82%
GBPMI
64
Neutral
£103.55M43.751.99%9.02%1.57%―
61
Neutral
£125.11M―-3.67%3.17%35.36%-153.97%
GBLIO
58
Neutral
£248.44M17.358.88%18.18%-22.50%-15.51%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:BRK
Brooks Macdonald
1,635.00
-309.59
-15.92%
GB:CLIG
City of London Investment
361.00
32.93
10.04%
GB:IPX
Impax Asset Management
196.60
-161.59
-45.11%
GB:LIO
Liontrust Asset Management
404.50
-265.11
-39.59%
GB:MERC
Mercia Asset Management
29.00
0.36
1.26%
GB:PMI
Premier Asset Management
68.00
2.47
3.77%

Brooks Macdonald Corporate Events

Stock Buyback
Brooks Macdonald Executes Share Buyback, Adjusts Capital Structure
Neutral
Jun 9, 2025

Brooks Macdonald Group PLC has executed a share buyback, purchasing 4,000 of its ordinary shares at a price of 1,610.00 pence per share, as part of its ongoing Share Buyback programme. This move will reduce the total issued share capital to 16,081,539 shares, impacting the company’s voting rights and potentially influencing shareholder calculations under the FCA’s Disclosure Guidance and Transparency Rules.

The most recent analyst rating on (GB:BRK) stock is a Hold with a £2150.00 price target. To see the full list of analyst forecasts on Brooks Macdonald stock, see the GB:BRK Stock Forecast page.

Regulatory Filings and Compliance
Brooks Macdonald Announces Change in Major Holdings
Neutral
Jun 6, 2025

Brooks Macdonald Group PLC has announced a change in its major holdings, with The Wellcome Trust Limited acquiring or disposing of voting rights, resulting in a total of 3.1084% voting rights in the company. This change in holdings was completed on June 5, 2025, and indicates a potential shift in stakeholder influence within the company.

The most recent analyst rating on (GB:BRK) stock is a Hold with a £1900.00 price target. To see the full list of analyst forecasts on Brooks Macdonald stock, see the GB:BRK Stock Forecast page.

Stock BuybackRegulatory Filings and Compliance
Brooks Macdonald Executes Share Buyback, Adjusts Capital Structure
Neutral
Jun 5, 2025

Brooks Macdonald Group plc has executed a share buyback, purchasing 6,000 of its ordinary shares at a price of 1,590.00 pence per share, as part of its ongoing Share Buyback programme. This transaction reduces the company’s total issued share capital to 16,085,539 shares, impacting the voting rights and shareholding calculations for stakeholders under the FCA’s Disclosure Guidance and Transparency Rules.

The most recent analyst rating on (GB:BRK) stock is a Hold with a £1900.00 price target. To see the full list of analyst forecasts on Brooks Macdonald stock, see the GB:BRK Stock Forecast page.

Stock Buyback
Brooks Macdonald Executes Share Buyback, Adjusts Share Capital
Neutral
Jun 3, 2025

Brooks Macdonald Group plc announced the purchase and cancellation of 3,000 ordinary shares as part of its Share Buyback programme, at a price of 1,580.00 pence per share. This transaction reduces the company’s total issued share capital to 16,091,539 shares, impacting the voting rights and shareholding calculations for stakeholders under FCA’s Disclosure Guidance and Transparency Rules.

The most recent analyst rating on (GB:BRK) stock is a Hold with a £2150.00 price target. To see the full list of analyst forecasts on Brooks Macdonald stock, see the GB:BRK Stock Forecast page.

Stock Buyback
Brooks Macdonald Executes Share Buyback, Adjusts Share Capital
Neutral
May 29, 2025

Brooks Macdonald Group plc has executed a share buyback, purchasing 9,000 of its ordinary shares at 1,555.00 pence per share, as part of its ongoing Share Buyback programme. The cancellation of these shares reduces the total issued share capital to 16,094,539 shares, impacting the voting rights and shareholding calculations for stakeholders under the FCA’s rules.

The most recent analyst rating on (GB:BRK) stock is a Hold with a £2150.00 price target. To see the full list of analyst forecasts on Brooks Macdonald stock, see the GB:BRK Stock Forecast page.

Stock Buyback
Brooks Macdonald Executes Share Buyback, Adjusts Share Capital
Neutral
May 28, 2025

Brooks Macdonald Group plc has executed a share buyback, purchasing 7,000 ordinary shares at an average price of 1,539.29 pence per share, which will be cancelled. This action reduces the total issued share capital to 16,103,539 shares, impacting the calculation of voting rights and potentially affecting shareholder interests under FCA’s rules.

The most recent analyst rating on (GB:BRK) stock is a Hold with a £2150.00 price target. To see the full list of analyst forecasts on Brooks Macdonald stock, see the GB:BRK Stock Forecast page.

Stock Buyback
Brooks Macdonald Executes Share Buyback, Adjusts Share Capital
Neutral
May 23, 2025

Brooks Macdonald Group plc has executed a share buyback, purchasing 10,000 of its ordinary shares at an average price of 1,576.00 pence per share, as part of its ongoing Share Buyback programme. The cancellation of these shares will adjust the company’s total issued share capital to 16,110,539 shares, impacting shareholder calculations under the FCA’s Disclosure Guidance and Transparency Rules.

The most recent analyst rating on (GB:BRK) stock is a Hold with a £2150.00 price target. To see the full list of analyst forecasts on Brooks Macdonald stock, see the GB:BRK Stock Forecast page.

Stock Buyback
Brooks Macdonald Executes Share Buyback, Reduces Share Capital
Neutral
May 16, 2025

Brooks Macdonald Group plc has executed a share buyback, purchasing 9,000 of its ordinary shares at a price of 1,515.00 pence per share, as part of its ongoing Share Buyback programme. This move will reduce the company’s total issued share capital to 16,120,539 shares, potentially impacting shareholder calculations under the FCA’s Disclosure Guidance and Transparency Rules.

The most recent analyst rating on (GB:BRK) stock is a Hold with a £2150.00 price target. To see the full list of analyst forecasts on Brooks Macdonald stock, see the GB:BRK Stock Forecast page.

Stock BuybackBusiness Operations and Strategy
Brooks Macdonald Executes Share Buyback to Enhance Shareholder Value
Positive
May 15, 2025

Brooks Macdonald Group plc has executed a share buyback, purchasing 10,000 of its ordinary shares at 1,500 pence each, as part of its ongoing Share Buyback programme. This move will reduce the company’s total issued share capital to 16,129,539 shares, potentially impacting shareholder voting rights and reflecting the company’s strategy to enhance shareholder value.

The most recent analyst rating on (GB:BRK) stock is a Buy with a £23.35 price target. To see the full list of analyst forecasts on Brooks Macdonald stock, see the GB:BRK Stock Forecast page.

Stock Buyback
Brooks Macdonald Executes Share Buyback, Cancels 14,000 Shares
Positive
May 14, 2025

Brooks Macdonald Group plc has executed a share buyback, purchasing 14,000 of its ordinary shares at 1,500 pence each, as part of its ongoing Share Buyback programme. This move reduces the company’s total issued share capital to 16,139,539 shares, potentially impacting shareholder voting rights and signaling confidence in the company’s financial stability and market position.

The most recent analyst rating on (GB:BRK) stock is a Hold with a £2150.00 price target. To see the full list of analyst forecasts on Brooks Macdonald stock, see the GB:BRK Stock Forecast page.

Business Operations and Strategy
Brooks Macdonald Launches 2025 SAYE Scheme for Employee Engagement
Positive
May 13, 2025

Brooks Macdonald Group plc has announced the grant of options under its 2025 Save As You Earn (SAYE) Scheme, allowing 237 employees, including two PDMRs, to subscribe for a total of 174,677 ordinary shares at a discounted exercise price. This initiative reflects the company’s commitment to employee engagement and retention, potentially enhancing its operational stability and industry positioning.

The most recent analyst rating on (GB:BRK) stock is a Hold with a £2150.00 price target. To see the full list of analyst forecasts on Brooks Macdonald stock, see the GB:BRK Stock Forecast page.

Stock Buyback
Brooks Macdonald Executes Share Buyback, Cancels 12,000 Shares
Neutral
May 13, 2025

Brooks Macdonald Group PLC announced the purchase and cancellation of 12,000 ordinary shares as part of its Share Buyback programme. This transaction, executed at a volume-weighted average price of 1,505.00 pence per share, reduces the company’s total issued share capital to 16,153,539 shares, impacting shareholder voting rights and potentially influencing market perceptions of the company’s financial health and strategic direction.

The most recent analyst rating on (GB:BRK) stock is a Hold with a £2150.00 price target. To see the full list of analyst forecasts on Brooks Macdonald stock, see the GB:BRK Stock Forecast page.

Stock Buyback
Brooks Macdonald Executes Share Buyback, Adjusts Share Capital
Neutral
May 12, 2025

Brooks Macdonald Group PLC has executed a share buyback, purchasing 10,000 of its ordinary shares at a price of 1,510.00 pence per share, as part of its ongoing Share Buyback programme. This transaction, resulting in the cancellation of the purchased shares, adjusts the company’s total issued share capital to 16,165,539 shares, impacting the voting rights and potentially influencing shareholder calculations under FCA rules.

Stock Buyback
Brooks Macdonald Executes Share Buyback, Adjusts Share Capital
Neutral
May 9, 2025

Brooks Macdonald Group plc has executed a share buyback, purchasing 5,000 ordinary shares at 1,500 pence each, as part of its ongoing Share Buyback programme. This transaction reduces the total issued share capital to 16,175,539 shares, impacting the voting rights and shareholding calculations for stakeholders under the FCA’s rules.

Stock Buyback
Brooks Macdonald Executes Share Buyback, Adjusts Share Capital
Neutral
May 7, 2025

Brooks Macdonald Group plc has executed a share buyback, purchasing 2,000 of its ordinary shares at 1,480.00 pence per share as part of its ongoing Share Buyback programme. The purchased shares will be cancelled, resulting in a total issued share capital of 16,180,539 shares, which will affect the voting rights and shareholding calculations for stakeholders.

Stock Buyback
Brooks Macdonald Executes Share Buyback to Optimize Capital Structure
Positive
May 6, 2025

Brooks Macdonald Group plc has executed a share buyback, purchasing 11,000 of its ordinary shares at a price of 1,465.00 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 16,182,539 shares. This move is likely to impact the company’s market positioning by potentially increasing shareholder value and adjusting the share capital structure.

Stock BuybackRegulatory Filings and Compliance
Brooks Macdonald Executes Share Buyback, Adjusts Share Capital
Neutral
May 2, 2025

Brooks Macdonald Group plc announced the purchase and cancellation of 7,000 ordinary shares as part of its Share Buyback programme, at an average price of 1,457.14 pence per share. This transaction adjusts the company’s total issued share capital to 16,193,539 shares, impacting shareholder calculations under the FCA’s Disclosure Guidance and Transparency Rules.

Stock Buyback
Brooks Macdonald Executes Share Buyback, Adjusts Issued Share Capital
Neutral
Apr 30, 2025

Brooks Macdonald Group plc has executed a share buyback, purchasing 5,000 of its ordinary shares at a price of 1,440 pence each, as part of its ongoing Share Buyback programme. This move, resulting in the cancellation of the purchased shares, adjusts the company’s total issued share capital to 16,200,539 shares, potentially impacting shareholder calculations under FCA’s Disclosure Guidance and Transparency Rules.

Stock Buyback
Brooks Macdonald Executes Share Buyback, Cancelling 10,000 Shares
Neutral
Apr 29, 2025

Brooks Macdonald Group PLC has executed a share buyback, purchasing 10,000 of its ordinary shares at 1,435.00 pence each, as part of its ongoing Share Buyback programme. This move will result in the cancellation of the purchased shares, reducing the total issued share capital to 16,205,539 shares, which could impact shareholder voting rights and influence market perceptions of the company’s financial strategy.

Stock Buyback
Brooks Macdonald Executes Share Buyback, Adjusts Share Capital
Neutral
Apr 28, 2025

Brooks Macdonald Group plc has executed a share buyback, purchasing 5,000 of its ordinary shares at an average price of 1,407.00 pence per share, as part of its ongoing Share Buyback programme. The cancellation of these shares will adjust the company’s total issued share capital to 16,215,539 shares, impacting the voting rights and potentially affecting shareholder calculations under the FCA’s Disclosure Guidance and Transparency Rules.

Stock Buyback
Brooks Macdonald Executes Share Buyback, Reducing Issued Share Capital
Positive
Apr 25, 2025

Brooks Macdonald Group plc has executed a share buyback, purchasing 8,000 of its ordinary shares at a price of 1,420.00 pence each, as part of its ongoing Share Buyback programme. This move will reduce the company’s total issued share capital to 16,220,539 shares, potentially impacting shareholder voting rights and signaling the company’s confidence in its financial stability and future growth prospects.

Stock BuybackBusiness Operations and Strategy
Brooks Macdonald Executes Share Buyback, Cancels 8,000 Shares
Neutral
Apr 24, 2025

Brooks Macdonald Group plc announced the purchase and cancellation of 8,000 of its ordinary shares as part of its Share Buyback programme. This move, which adjusts the company’s total issued share capital to 16,228,539 shares, is part of its ongoing strategy to manage capital efficiently and potentially enhance shareholder value.

Stock Buyback
Brooks Macdonald Executes Share Buyback, Cancelling 12,000 Shares
Positive
Apr 23, 2025

Brooks Macdonald Group plc has executed a share buyback, purchasing 12,000 of its ordinary shares at a price of 1,400 pence each, as part of its ongoing Share Buyback programme. The purchased shares will be cancelled, reducing the company’s total issued share capital to 16,236,539 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.

Stock Buyback
Brooks Macdonald Executes Share Buyback, Reduces Share Capital
Neutral
Apr 22, 2025

Brooks Macdonald Group plc has executed a share buyback, purchasing 12,000 of its ordinary shares at an average price of 1,440.83 pence per share, as part of its ongoing Share Buyback programme. This move will result in the cancellation of the purchased shares, reducing the company’s total issued share capital to 16,248,539 shares. This strategic action may impact shareholder calculations regarding their interests in the company, as per FCA’s Disclosure Guidance and Transparency Rules.

Stock Buyback
Brooks Macdonald Executes Share Buyback, Cancels 3,000 Shares
Neutral
Apr 17, 2025

Brooks Macdonald Group plc has repurchased 3,000 of its ordinary shares at a price of 1,415.00 pence per share as part of its Share Buyback programme. The purchased shares will be cancelled, reducing the company’s total issued share capital to 16,260,539 shares. This move may impact shareholder calculations regarding interest notifications under the FCA’s Disclosure Guidance and Transparency Rules.

Stock Buyback
Brooks Macdonald Executes Share Buyback, Adjusts Share Capital
Neutral
Apr 16, 2025

Brooks Macdonald Group PLC has announced the purchase of 6,000 of its own shares as part of its Share Buyback programme, at a volume weighted average price of 1,402.50 pence per share. This move will reduce the company’s total issued share capital to 16,263,539 shares, potentially impacting shareholder voting rights and interests under the FCA’s Disclosure Guidance and Transparency Rules.

Delistings and Listing ChangesBusiness Operations and StrategyFinancial Disclosures
Brooks Macdonald Reports 7% Increase in Q3 FUMA Amid Strategic Growth Efforts
Positive
Apr 16, 2025

Brooks Macdonald Group plc reported a 7% increase in total funds under management and advice (FUMA) for the third quarter of 2025, reaching £18.6 billion. The company has been focusing on expanding its client base, strengthening leadership, and broadening its product offerings to reignite growth. Despite geopolitical uncertainties and market volatility, Brooks Macdonald has improved its net outflows and continues to support clients with regular market updates. The recent move to the Main Market of the London Stock Exchange marks a significant step in its strategy to deliver sustainable value, with expectations for positive net flows later in the year.

Stock BuybackRegulatory Filings and Compliance
Brooks Macdonald Executes Share Buyback, Adjusts Capital Structure
Neutral
Apr 15, 2025

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.

Stock Buyback
Brooks Macdonald Executes Share Buyback, Adjusting Share Capital
Neutral
Apr 14, 2025

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.

Stock BuybackBusiness Operations and Strategy
Brooks Macdonald Executes Share Buyback to Optimize Capital Structure
Positive
Apr 11, 2025

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.

Stock Buyback
Brooks Macdonald Executes Share Buyback to Enhance Shareholder Value
Positive
Apr 10, 2025

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.

Stock BuybackBusiness Operations and Strategy
Brooks Macdonald Executes Share Buyback to Optimize Capital Structure
Positive
Apr 9, 2025

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.

Stock BuybackBusiness Operations and Strategy
Brooks Macdonald Executes Share Buyback to Enhance Shareholder Value
Positive
Apr 8, 2025

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.

Stock BuybackBusiness Operations and Strategy
Brooks Macdonald Executes Share Buyback, Adjusts Capital Structure
Neutral
Apr 7, 2025

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.

Stock Buyback
Brooks Macdonald Executes Share Buyback, Adjusting Capital Structure
Neutral
Apr 4, 2025

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.

Stock BuybackBusiness Operations and Strategy
Brooks Macdonald Executes Share Buyback, Reduces Share Capital
Positive
Apr 2, 2025

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.

Stock BuybackRegulatory Filings and Compliance
Brooks Macdonald Executes Share Buyback, Adjusts Capital Structure
Neutral
Apr 1, 2025

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.

Stock BuybackBusiness Operations and Strategy
Brooks Macdonald Executes Share Buyback to Enhance Shareholder Value
Positive
Apr 1, 2025

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.

Other
Brooks Macdonald Announces Change in Major Shareholder Voting Rights
Neutral
Mar 31, 2025

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.

Business Operations and StrategyRegulatory Filings and Compliance
Brooks Macdonald Group PLC Voting Rights Update
Neutral
Mar 31, 2025

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.

Stock BuybackBusiness Operations and Strategy
Brooks Macdonald Executes Share Buyback and Cancels Shares
Neutral
Mar 31, 2025

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.

Delistings and Listing ChangesBusiness Operations and Strategy
Brooks Macdonald Announces Block Listing on LSE
Positive
Mar 28, 2025

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.

Delistings and Listing ChangesBusiness Operations and Strategy
Brooks Macdonald Transitions to London Stock Exchange’s Main Market
Positive
Mar 28, 2025

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.

Delistings and Listing ChangesStock BuybackBusiness Operations and Strategy
Brooks Macdonald Executes Share Buyback Ahead of Market Transition
Neutral
Mar 27, 2025

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.

Stock BuybackBusiness Operations and Strategy
Brooks Macdonald Executes Share Buyback as Part of Strategic Programme
Neutral
Mar 26, 2025

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.

Delistings and Listing ChangesStock BuybackBusiness Operations and Strategy
Brooks Macdonald Executes Share Buyback Ahead of Market Transition
Positive
Mar 25, 2025

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.

Delistings and Listing ChangesBusiness Operations and Strategy
Brooks Macdonald Announces Main Market Listing on LSE
Neutral
Mar 24, 2025

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.

Stock BuybackBusiness Operations and Strategy
Brooks Macdonald Executes Share Buyback as Part of Strategic Financial Management
Neutral
Mar 21, 2025

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.

Other
Brooks Macdonald Sees Major Stake Acquisition by Artemis
Neutral
Mar 19, 2025

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.

Other
Brooks Macdonald CFO Invests in Company Shares
Positive
Mar 19, 2025

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.

Stock BuybackBusiness Operations and Strategy
Brooks Macdonald Executes Share Buyback, Reducing Share Capital
Neutral
Mar 14, 2025

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.

Stock BuybackBusiness Operations and Strategy
Brooks Macdonald Executes Share Buyback to Enhance Shareholder Value
Positive
Mar 13, 2025

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.

Delistings and Listing ChangesBusiness Operations and Strategy
Brooks Macdonald to Transition from AIM to Main Market
Neutral
Mar 13, 2025

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.

Delistings and Listing ChangesBusiness Operations and Strategy
Artemis Investment Management Acquires 4.59% Stake in Brooks Macdonald
Positive
Mar 12, 2025

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.

Delistings and Listing ChangesStock Buyback
Brooks Macdonald Executes Share Buyback Ahead of Market Transition
Neutral
Mar 11, 2025

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.

Glossary
OutperformA stock rated as "Outperform" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests that the stock is likely to deliver higher returns compared to the average returns of other stocks in the same sector or market index. Investors might consider this stock a good buying opportunity.
NeutralA stock rated as "Neutral" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly attractive nor unattractive for investment. Investors may consider holding onto the stock, as it is not expected to either significantly outperform or underperform the market.
UnderperformA stock rated as "Underperform" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests that the stock may deliver lower returns compared to the average returns of other stocks in the same sector or market index. Investors might consider selling the stock or avoiding it as an investment.

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.