Brooks Macdonald Group PLC (GB:BRK)
LSE:BRK
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Brooks Macdonald
(LSE:BRK)
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Rating:72Outperform
Price Target:
1,493.00 p
▲(2.97% Upside)
Action:Reiterated
Date:01/04/26
The score is driven primarily by strong financial position (low leverage and solid margins), partially offset by revenue/FCF softness and mixed technical momentum. Valuation is supported by the ~4.9% dividend yield but constrained by a ~24.9 P/E.
Positive Factors
Conservative Balance Sheet
Brooks Macdonald's very low debt-to-equity (~0.10 in 2025) provides durable financial flexibility. Low leverage reduces refinancing and interest-rate risk, supports capital allocation (dividends, buybacks, M&A), and helps the firm withstand market-driven AUM swings without forcing deep cost cuts.
Negative Factors
Weakening Revenue Trend
AUM-linked revenue fell ~4.5% in 2025, a durable concern if persistent. Continued top-line softness can compress operating leverage, reduce reinvestment capacity, and indicate client outflows or competitive fee pressure that would impair long-term growth without clear reversal.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative Balance Sheet
Brooks Macdonald's very low debt-to-equity (~0.10 in 2025) provides durable financial flexibility. Low leverage reduces refinancing and interest-rate risk, supports capital allocation (dividends, buybacks, M&A), and helps the firm withstand market-driven AUM swings without forcing deep cost cuts.
Read all positive factors
Brooks Macdonald (BRK) vs. iShares MSCI United Kingdom ETF (EWC)
Market Cap
£207.67M
Dividend Yield5.14%
Average Volume (3M)23.15K
Price to Earnings (P/E)13.3
Beta (1Y)0.61
Revenue Growth1.02%
EPS Growth-62.71%
CountryUK
Employees485
SectorFinancial
Sector Strength70
IndustryAsset Management
Share Statistics
EPS (TTM)0.43
Shares Outstanding15,877,209
10 Day Avg. Volume18,164
30 Day Avg. Volume23,147
Financial Highlights & Ratios
PEG Ratio0.40
Price to Book (P/B)1.78
Price to Sales (P/S)2.48
P/FCF Ratio11.43
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
£1,675.00Price Target Upside15.52% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering2
EPS Forecast (FY)1.33
Revenue Forecast (FY)£119.44M
Brooks Macdonald Business Overview & Revenue Model
Company Description
Brooks 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 oper...
How the Company Makes Money
Brooks Macdonald primarily makes money by charging fees for managing client assets and delivering wealth-related advice. The core revenue stream is recurring investment management fees (typically charged as a percentage of assets under management)...
Brooks Macdonald Financial Statement Overview
Summary
Income Statement
74
Positive
Balance Sheet
86
Very Positive
Cash Flow
70
Positive
| Breakdown | TTM | Jun 2024 | Jun 2023 | Jun 2022 | Jun 2021 | Jun 2020 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 117.76M | 111.29M | 128.26M | 123.78M | 122.21M | 118.21M |
| Gross Profit | 52.35M | 0.00 | 20.33M | 21.57M | 26.92M | 22.19M |
| EBITDA | 21.69M | 30.94M | 18.72M | 31.95M | 39.26M | 34.85M |
| Net Income | 6.73M | 10.66M | 6.46M | 18.15M | 23.41M | 19.64M |
Balance Sheet | ||||||
| Total Assets | 206.52M | 232.66M | 192.96M | 195.26M | 189.15M | 185.87M |
| Cash, Cash Equivalents and Short-Term Investments | 13.29M | 35.01M | 45.64M | 54.18M | 62.11M | 55.52M |
| Total Debt | 27.81M | 14.92M | 3.81M | 5.14M | 6.03M | 6.87M |
| Total Liabilities | 57.31M | 78.21M | 40.63M | 37.91M | 40.72M | 51.87M |
| Stockholders Equity | 149.21M | 154.45M | 152.34M | 157.34M | 148.43M | 134.00M |
Cash Flow | ||||||
| Free Cash Flow | 10.00M | 24.12M | 35.08M | 21.26M | 27.34M | 27.42M |
| Operating Cash Flow | 16.75M | 25.97M | 36.89M | 24.96M | 30.54M | 31.10M |
| Investing Cash Flow | -6.37M | -5.49M | -29.42M | -18.05M | -9.35M | -11.34M |
| Financing Cash Flow | -27.67M | -25.05M | -16.10M | -14.88M | -14.76M | -15.03M |
Brooks Macdonald Technical Analysis
Negative
1450.00
Price Trends
1416.46
Negative
1508.08
Negative
1595.77
Negative
Market Momentum
-17.10
Positive
47.30
Neutral
21.74
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:BRK, the sentiment is Negative. The current price of 1450 is above the 20-day moving average (MA) of 1408.25, above the 50-day MA of 1416.46, and below the 200-day MA of 1595.77, indicating a bearish trend. The MACD of -17.10 indicates Positive momentum. The RSI at 47.30 is Neutral, neither overbought nor oversold. The STOCH value of 21.74 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for GB:BRK.
Brooks Macdonald Peers Comparison
UnderperformOutperform
Sector (68)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
76 Outperform | £9.02B | 4.03 | 12.35% | 5.37% | 12.45% | 28.89% | |
74 Outperform | £2.44B | 8.36 | 8.35% | 3.40% | 71.85% | ― | |
72 Outperform | £207.67M | 13.32 | 4.43% | 5.14% | 1.02% | -62.71% | |
70 Outperform | £2.03B | 6.49 | 8.33% | 4.91% | 2.02% | 69.06% | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
65 Neutral | £2.02B | 10.20 | 50.49% | 2.43% | 17.97% | 25.51% | |
60 Neutral | £2.23B | -91.19 | 0.18% | 1.03% | 25.07% | ― |
* Financial Sector Average
GB:BRK
Brooks Macdonald
1,390.00
-99.46
-6.68%
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Brooks Macdonald Corporate Events
Business Operations and Strategy
Brooks Macdonald Grants Discounted 2026 SAYE Share Options to Employees
Positive
May 8, 2026
Brooks Macdonald has granted options over 65,804 ordinary shares to 111 employees under its 2026 Save As You Earn scheme, reinforcing staff participation in the company’s equity. The options, priced at £11.42 per share at a 20% discount...
Other
Brooks Macdonald Chair Buys Shares in Vote of Confidence
Positive
Apr 17, 2026
Brooks Macdonald Group has disclosed that its chairman, Maarten Slendebroek, purchased 6,800 ordinary shares in the company on 17 April 2026 at a price of 1,450p per share on the London Stock Exchange. The director dealing, notified under UK Marke...
Business Operations and StrategyFinancial Disclosures
Brooks Macdonald Delivers Second Straight Quarter of Net Inflows Despite Market Drag
Positive
Apr 15, 2026
Brooks Macdonald reported third-quarter 2026 funds under management and advice of £19.9 billion, slightly down from £20.1 billion at the end of December as £58 million of net inflows were more than offset by £301 million of adv...
Business Operations and StrategyRegulatory Filings and Compliance
Brooks Macdonald Reports No New Allotments Under Employee Share Schemes
Neutral
Mar 30, 2026
Brooks Macdonald Group plc reported its latest six-monthly block listing return for its Approved Share Save Scheme and Company Share Option Plan, covering the period from 28 September 2025 to 27 March 2026. The company confirmed that no new securi...
Regulatory Filings and Compliance
Brooks Macdonald Director Increases Stake with £394,000 Share Purchase
Positive
Mar 16, 2026
Brooks Macdonald Group plc reported that non-executive director Euan Munro purchased 26,000 ordinary shares in the company on 13 March 2026 at a price of 1,515.7692p per share on the London Stock Exchange. The director’s share purchase, disc...
Business Operations and StrategyDividendsFinancial Disclosures
Brooks Macdonald posts higher revenue and assets as growth strategy gains traction
Positive
Feb 24, 2026
Brooks Macdonald reported a 5% rise in total funds under management and advice to £20.1bn for the six months to 31 December 2025, with funds under management at £17.8bn and advised assets at £2.3bn. Revenue grew 12% to £58.2m, ...
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.