Brooks Macdonald (BRK) AI Stock Analysis

• Market Cap: £247.04M
• Dividend Yield: 5.14%
• Average Volume (3M): 23.15K
• Price to Earnings (P/E): 24.3
• Beta (1Y): 0.49
• Revenue Growth: -13.29%
• EPS Growth: 63.87%
• Country: UK
• Employees: 485
• Sector: Financial
• Sector Strength: 70
• Industry: Asset Management
• EPS (TTM): 0.13
• Shares Outstanding: 15,877,209
• 10 Day Avg. Volume: 18,164
• 30 Day Avg. Volume: 23,147
• PEG Ratio: 0.40
• Price to Book (P/B): 1.78
• Price to Sales (P/S): 2.48
• P/FCF Ratio: 11.43
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: £1,800.00
• Price Target Upside: 12.50% Upside
• Rating Consensus: Hold
• Number of Analyst Covering: 1
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 72 Outperform
• Price Target: 1,826.00p ▲(14.12% 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 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 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 Money

Brooks 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

Strong balance sheet (very low leverage with ~0.10 debt-to-equity) and solid profitability (2025 EBIT margin ~18%, EBITDA margin ~28%) support the score. Offsetting factors are weakening 2025 revenue (~-4.5% YoY), earnings volatility, and a meaningful 2025 free cash flow decline (~-25%) with some missing/0 reporting fields that reduce latest-period transparency.

Income Statement

Profitability is solid, with 2025 EBIT margin at ~18% and EBITDA margin at ~28%, and net margin improving to ~9.6% versus ~5.0% in 2024. However, the revenue trend weakened in 2025 (about -4.5% year over year) after modest growth in prior years, and net income has been volatile (down sharply in 2024 before rebounding in 2025). Gross margin is not consistently reported (2025 shows 0%), which reduces transparency on underlying cost trends.

Balance Sheet

The balance sheet is conservatively positioned with low leverage: debt-to-equity remains very low (about 0.10 in 2025, and even lower in earlier years). Equity is substantial and has been relatively steady, supporting financial flexibility. Returns on equity are positive but have moderated from stronger levels in 2021–2022 (mid-teens) to lower levels in 2024–2025 (mid-single digits to ~7%), indicating profitability is not as efficient as it was.

Cash Flow

Cash generation is generally healthy: free cash flow has closely tracked earnings, including ~0.93x of net income in 2025 and ~0.95x in 2024. That said, free cash flow declined meaningfully in 2025 (about -25%), and operating cash flow also fell versus 2024. The operating cash flow coverage figure is missing/0 in 2025, limiting visibility into near-term cash conversion quality for the latest period.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	111.29M	111.29M	128.26M	123.78M	122.21M	118.21M
Gross Profit	0.00	0.00	20.33M	21.57M	26.92M	22.19M
EBITDA	22.42M	30.94M	18.72M	31.95M	39.26M	34.85M
Net Income	10.66M	10.66M	6.46M	18.15M	23.41M	19.64M
Balance Sheet
Total Assets	232.66M	232.66M	192.96M	195.26M	189.15M	185.87M
Cash, Cash Equivalents and Short-Term Investments	35.01M	35.01M	45.64M	54.18M	62.11M	55.52M
Total Debt	14.92M	14.92M	3.81M	5.14M	6.03M	6.87M
Total Liabilities	78.21M	78.21M	40.63M	37.91M	40.72M	51.87M
Stockholders Equity	154.45M	154.45M	152.34M	157.34M	148.43M	134.00M
Cash Flow
Free Cash Flow	24.12M	24.12M	35.08M	21.26M	27.34M	27.42M
Operating Cash Flow	25.97M	25.97M	36.89M	24.96M	30.54M	31.10M
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: Negative
• Last Price: 1600.00
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Positive
• RSI: Neutral
• STOCH: Positive

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 1600 is below the 20-day moving average (MA) of 1630.25, below the 50-day MA of 1630.25, and below the 200-day MA of 1655.65, indicating a bearish trend. The MACD of -1.96 indicates Positive momentum. The RSI at 43.42 is Neutral, neither overbought nor oversold. The STOCH value of 9.71 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for GB:BRK.

Brooks Macdonald Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
SDR	77 Outperform	£7.00B	19.72	8.30%	5.37%	4.78%	-4.86%
RAT	76 Outperform	£2.27B	36.18	4.75%	4.91%	14.05%	-3.07%
BRK	72 Outperform	£247.04M	24.26	7.58%	5.14%	-13.29%	63.87%
Sector *	68 Neutral	$18.00B	11.42	9.92%	3.81%	9.73%	1.22%
JTC	67 Neutral	£2.19B	-110.60	-3.66%	1.03%	16.90%	-165.00%
QLT	66 Neutral	£2.62B	-2,158.89	-0.05%	3.40%	-28.04%	-102.43%
AJB	65 Neutral	£1.85B	18.02	49.89%	2.43%	17.97%	25.51%

Brooks Macdonald Corporate Events

Brooks Macdonald Appoints Euan Munro as Non-Executive Director

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.

Brooks Macdonald Announces New Head Office Location

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.

Brooks Macdonald Grants Executive Incentive Awards

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.

Brooks Macdonald’s AGM Resolutions Passed with Strong Shareholder Support

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.

Brooks Macdonald Executes Share Buyback, Adjusts Share Capital

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.

Brooks Macdonald Executes Share Buyback, Reduces Share Capital

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.

Brooks Macdonald Executes Share Buyback, Adjusts Share Capital

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.

Brooks Macdonald Executes Share Buyback, Adjusts Share Capital

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.

Brooks Macdonald Sees Strong Q1 Growth in FUMA

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.

Brooks Macdonald Executes Share Buyback Program

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.

Brooks Macdonald Executes Share Buyback, Cancels Shares

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.