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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:BRK

Brooks Macdonald

(LSE:BRK)

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Outperform 72 (OpenAI - 5.2)
Rating:72Outperform
Price Target:
1,826.00p
▲(11.34% Upside)
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
Cash Generation
Brooks Macdonald's significant increase in operating cash flow reflects its ability to efficiently convert income into cash, supporting sustainable operations and potential for reinvestment.
Share Buyback Program
The share buyback program demonstrates Brooks Macdonald's commitment to enhancing shareholder value and optimizing its capital structure, which can improve investor confidence and market perception.
Balance Sheet Health
A strong equity position and low leverage enhance Brooks Macdonald's financial stability, providing resilience against economic fluctuations and enabling strategic investments.
Negative Factors
Cost Pressures
A slight decline in gross profit margin suggests rising costs or pricing pressures, which may affect Brooks Macdonald's ability to maintain competitive pricing and profitability.
Profitability Challenges
Decreasing net profit margins and return on equity highlight potential inefficiencies or cost pressures, which could hinder Brooks Macdonald's ability to sustain profit levels and shareholder returns.
Declining Revenue Growth
A decline in revenue growth can indicate challenges in market expansion and client acquisition, potentially impacting long-term profitability and competitive positioning.

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 and a robust balance sheet. The company's low leverage and strong equity position indicate financial stability, but declining net profit margins and return on equity suggest challenges in profitability.
Income Statement
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
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
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.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue111.29M111.29M128.26M123.78M122.21M118.21M
Gross Profit0.000.0020.33M21.57M26.92M22.19M
EBITDA22.42M30.94M18.72M31.95M39.26M34.85M
Net Income10.66M10.66M6.46M18.15M23.41M19.64M
Balance Sheet
Total Assets232.66M232.66M192.96M195.26M189.15M185.87M
Cash, Cash Equivalents and Short-Term Investments35.01M35.01M45.64M54.18M62.11M55.52M
Total Debt14.92M14.92M3.81M5.14M6.03M6.87M
Total Liabilities78.21M78.21M40.63M37.91M40.72M51.87M
Stockholders Equity154.45M154.45M152.34M157.34M148.43M134.00M
Cash Flow
Free Cash Flow24.12M24.12M35.08M21.26M27.34M27.42M
Operating Cash Flow25.97M25.97M36.89M24.96M30.54M31.10M
Investing Cash Flow-5.49M-5.49M-29.42M-18.05M-9.35M-11.34M
Financing Cash Flow-25.05M-25.05M-16.10M-14.88M-14.76M-15.03M

Brooks Macdonald Technical Analysis

Technical Analysis Sentiment
Positive
Last Price1640.00
Price Trends
50DMA
1650.25
Negative
100DMA
1703.61
Negative
200DMA
1639.45
Positive
Market Momentum
MACD
-8.67
Negative
RSI
52.27
Neutral
STOCH
66.67
Neutral
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 1640 is above the 20-day moving average (MA) of 1610.63, below the 50-day MA of 1650.25, and above the 200-day MA of 1639.45, indicating a neutral trend. The MACD of -8.67 indicates Negative momentum. The RSI at 52.27 is Neutral, neither overbought nor oversold. The STOCH value of 66.67 is Neutral, 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 (68)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
77
Outperform
£6.48B18.248.30%5.37%4.78%-4.86%
76
Outperform
£2.09B33.234.75%4.91%14.05%-3.07%
72
Outperform
£253.21M24.877.58%5.14%-13.29%63.87%
68
Neutral
$18.00B11.429.92%3.81%9.73%1.22%
67
Neutral
£2.19B-110.43-3.66%1.03%16.90%-165.00%
66
Neutral
$2.51B-2,067.78-0.05%3.40%-28.04%-102.43%
65
Neutral
£1.81B17.6649.89%2.43%17.97%25.51%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:BRK
Brooks Macdonald
1,640.00
169.72
11.54%
GB:RAT
Rathbones Group PLC
2,025.00
532.11
35.64%
GB:SDR
Schroders
417.80
127.15
43.75%
GB:AJB
AJ BELL PLC
453.40
49.07
12.14%
GB:JTC
JTC PLC
1,292.00
357.91
38.32%
GB:QLT
Quilter
186.10
52.32
39.11%

Brooks Macdonald Corporate Events

Business Operations and StrategyExecutive/Board Changes
Brooks Macdonald Appoints Euan Munro as Non-Executive Director
Positive
Dec 3, 2025

Brooks Macdonald Group plc has appointed Euan Munro as a Non-Executive Director of the Board. Munro, with over 30 years of experience in global asset management, is expected to bring valuable insights and leadership to the company, enhancing its focus on delivering strong investment performance for clients. His appointment is anticipated to strengthen the board and support Brooks Macdonald’s strategic objectives in the competitive wealth management industry.

The most recent analyst rating on (GB:BRK) stock is a Hold with a £1850.00 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 Announces New Head Office Location
Neutral
Nov 20, 2025

Brooks Macdonald Group PLC has announced a change in its registered and UK head office address to 40 Leadenhall Street, London, effective from 20 November 2025. This move signifies a strategic shift for the company, potentially enhancing its operational efficiency and reinforcing its presence in the financial district, which may have implications for its stakeholders and market positioning.

The most recent analyst rating on (GB:BRK) stock is a Hold with a £1850.00 price target. To see the full list of analyst forecasts on Brooks Macdonald stock, see the GB:BRK Stock Forecast page.

Business Operations and StrategyExecutive/Board Changes
Brooks Macdonald Grants Executive Incentive Awards
Neutral
Nov 5, 2025

Brooks Macdonald Group plc has announced the granting of nil price options under its 2018 Long Term Incentive Plan to key executives, including CEO Andrea Montague, CFO Katherine Jones, and CCO Robin Eggar. These awards are designed to retain and incentivize executives to meet ambitious growth targets, with metrics based largely on financial performance and a smaller portion on non-financial metrics. The options will vest in 2028, aligning executive and shareholder interests over a five-year period.

The most recent analyst rating on (GB:BRK) stock is a Hold with a £1850.00 price target. To see the full list of analyst forecasts on Brooks Macdonald stock, see the GB:BRK Stock Forecast page.

Shareholder Meetings
Brooks Macdonald’s AGM Resolutions Passed with Strong Shareholder Support
Positive
Oct 28, 2025

Brooks Macdonald Group plc announced the successful passing of all resolutions at its 2025 Annual General Meeting, held in London. The resolutions included the approval of the annual report, directors’ remuneration, and the re-election of several directors, reflecting strong shareholder support with 85.62% of ordinary shares voted. This outcome underscores the company’s stable governance and shareholder confidence, potentially strengthening its position in the wealth management industry.

The most recent analyst rating on (GB:BRK) stock is a Hold with a £1850.00 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
Oct 27, 2025

Brooks Macdonald Group plc has executed a share buyback, purchasing 2,791 of its ordinary shares at 1,740.00 pence per share, which will be cancelled. This transaction reduces the company’s total issued share capital to 15,877,209 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 £1850.00 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
Oct 23, 2025

Brooks Macdonald Group plc has executed a share buyback, purchasing 3,000 of its ordinary shares at 1,730.00 pence per share, as part of its ongoing Share Buyback programme. This move reduces the company’s total issued share capital to 15,880,000 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 £1850.00 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
Oct 22, 2025

Brooks Macdonald Group plc has executed a share buyback, purchasing 2,000 of its ordinary shares at 1,730.00 pence each, as part of its ongoing Share Buyback programme. This transaction reduces the company’s total issued share capital to 15,883,000 shares, impacting the voting rights and shareholding calculations for stakeholders.

The most recent analyst rating on (GB:BRK) stock is a Hold with a £1850.00 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 Share Capital
Neutral
Oct 17, 2025

Brooks Macdonald has executed a share buyback, purchasing 3,000 of its ordinary shares at a price of 1,740.00 pence per share, as part of its ongoing Share Buyback programme. This transaction reduces the company’s total issued share capital to 15,885,000 shares, which may affect 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 £1850.00 price target. To see the full list of analyst forecasts on Brooks Macdonald stock, see the GB:BRK Stock Forecast page.

Business Operations and StrategyFinancial Disclosures
Brooks Macdonald Sees Strong Q1 Growth in FUMA
Positive
Oct 15, 2025

Brooks Macdonald reported a 3% increase in total funds under management and advice (FUMA) to £19.7 billion for the first quarter ending 30 September 2025, driven by positive investment performance. The company saw a significant improvement in net outflows, reducing them by over 50% compared to the previous year, with Platform MPS achieving its strongest net inflows in over two years. This performance aligns with the company’s ‘Reignite Growth’ strategy, which focuses on enhancing client service, expanding client reach, and driving efficiencies.

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 Program
Neutral
Oct 14, 2025

Brooks Macdonald Group plc has executed a share buyback program, purchasing 2,000 of its ordinary shares at 1,730.00 pence per share, which will be cancelled. This transaction reduces the company’s total issued share capital to 15,888,000 shares, impacting the voting rights and shareholding calculations for stakeholders.

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, Cancels Shares
Neutral
Oct 13, 2025

Brooks Macdonald Group plc has executed a share buyback, purchasing 3,000 of its ordinary shares at a price of 1,730.00 pence per share, as part of its ongoing Share Buyback programme. The shares will be cancelled, reducing the company’s total issued share capital to 15,890,000 shares, which may impact shareholder voting rights and interest notifications under the FCA’s 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 BuybackRegulatory Filings and Compliance
Brooks Macdonald Executes Share Buyback, Adjusts Share Capital
Neutral
Oct 9, 2025

Brooks Macdonald Group plc has executed a share buyback, purchasing 2,000 of its ordinary shares at a price of 1,730.00 pence per share, as part of its ongoing Share Buyback programme. This move reduces the company’s total issued share capital to 15,893,000 shares, impacting the voting rights and potentially influencing shareholder interest calculations 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
Oct 8, 2025

Brooks Macdonald Group plc has executed a share buyback, purchasing 12,000 of its ordinary shares at a price of 1,730.00 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 15,895,000 shares, impacting the calculation of shareholder interests 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
Oct 7, 2025

Brooks Macdonald Group plc has executed a share buyback, purchasing 5,000 ordinary shares at 1,730.00 pence each, as part of its ongoing Share Buyback programme. This move will reduce the total issued share capital to 15,907,000 shares, potentially impacting shareholder voting rights and interest notifications under FCA 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
Oct 7, 2025

Brooks Macdonald Group plc has executed a share buyback, purchasing 5,000 of its ordinary shares at 1,730.00 pence per share, as part of its ongoing Share Buyback programme. This transaction reduces the company’s total issued share capital to 15,907,000 shares, impacting the 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 £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 Program
Positive
Oct 6, 2025

Brooks Macdonald Group plc has executed a share buyback program, purchasing 15,000 of its ordinary shares at an average price of 1,756.67 pence per share. This action, part of a previously announced buyback initiative, will result in the cancellation of these shares, reducing the company’s total issued share capital to 15,912,000 shares. This move is likely to impact the company’s market positioning by potentially increasing shareholder value and adjusting the voting rights denominator for stakeholders.

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.

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: Jan 04, 2026