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Ninety One (GB:N91)
LSE:N91
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Ninety One (N91) Price & Analysis

32 Followers

N91 Stock Chart & Stats

220.20 p
-0.20 p(-0.14%)
At close: 4:00 PM EST
220.20 p
-0.20 p(-0.14%)

Bulls Say, Bears Say

Bulls Say
Strengthened Balance SheetEquity roughly doubled to ~£702m while reported debt remained modest, implying a conservative leverage profile. A stronger equity base increases financial flexibility for capital returns, M&A integration and absorbing market shocks, supporting durable operations over months.
AUM Expansion Via Inflows And AcquisitionSustained net inflows and the Sanlam U.K. acquisition increased fee-earning AUM and diversified client mix. Larger, stickier AUM supports recurring management fees, distribution scale and cross-sell opportunities, improving structural revenue stability over the medium term.
Margin Expansion And Resilient ProfitabilityImproving operating margins and steady adjusted profits indicate cost discipline and pricing or mix improvements. Margin expansion enhances earnings durability, funds reinvestment and dividend capacity, and provides a buffer versus revenue variability across market cycles.
Bears Say
Persistent Fee-rate PressureDeclining average management fees reflect structural competitive pressure from passive products and pricing negotiations. Lower fee-per-AUM erodes recurring revenue even with stable AUM, forcing higher volumes or product repricing to sustain revenues over the coming months.
Volatile Free Cash FlowMaterial year-to-year swings in free cash flow (notably an ~18.7% decline in 2026) reduce predictability for dividends, buybacks and reinvestment. Cash volatility increases sensitivity to market swings and can constrain strategic spending or capital returns in the medium term.
Regional Outflows And Product UnderperformanceSignificant outflows from a specific region and underperformance in multi-asset strategies weaken fee-earning AUM and client confidence. Remediation (leadership changes, strategy shifts) takes quarters and creates execution risk that can depress flows and margins over several reporting periods.

Ninety One News

N91 FAQ

What was Ninety One’s price range in the past 12 months?
Ninety One lowest share price was 170.70 p and its highest was 262.20 p in the past 12 months.
    What is Ninety One’s market cap?
    Ninety One’s market cap is £4.25B.
      When is Ninety One’s upcoming earnings report date?
      Ninety One’s upcoming earnings report date is Nov 24, 2026 which is in 168 days.
        How were Ninety One’s earnings last quarter?
        Ninety One released its earnings results on Jun 03, 2026. The company reported 0.086 p earnings per share for the quarter, beating the consensus estimate of N/A by 0.086 p.
          Is Ninety One overvalued?
          According to Wall Street analysts Ninety One’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Ninety One pay dividends?
            Ninety One pays a Semiannually dividend of 7.4 p which represents an annual dividend yield of 5.93%. See more information on Ninety One dividends here
              What is Ninety One’s EPS estimate?
              Ninety One’s EPS estimate for its next earnings report is not yet available.
              How many shares outstanding does Ninety One have?
              Ninety One has 668,672,400 shares outstanding.
                What happened to Ninety One’s price movement after its last earnings report?
                Ninety One reported an EPS of 0.086 p in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went down -4.59%.
                  Which hedge fund is a major shareholder of Ninety One?
                  Currently, no hedge funds are holding shares in GB:N91
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Ninety One

                    Ninety One Group operates as an autonomous, global investment management firm. It serves a wide and diverse array of clients globally, including major institutional entities such as public and private pension funds, sovereign wealth funds, insurers, corporations, foundations, and central banks. Additionally, the company works with various financial intermediaries like large retail financial groups, wealth managers, private banks, and other advisors, managing both public and private equity and debt investments. The firm has notably engaged in efforts to invest in South African businesses grappling with the economic impact stemming from the coronavirus pandemic. Founded in 1991, Ninety One Group is headquartered in Cape Town, South Africa, and maintains a broad international footprint with offices situated across Africa, the Americas, Asia-Pacific, and Europe.

                    Ninety One (N91) Earnings & Revenues

                    N91 Company Deck

                    N91 Earnings Call

                    Q4 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Neutral
                    The earnings call highlighted strong asset growth and successful strategic transactions, along with expanded operating margins. However, challenges such as fee pressure, competitive market conditions, and regional outflows were also significant. The company is investing in technology and AI to improve future performance.View all GB:N91 earnings summaries
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