tiprankstipranks
Ninety One (GB:N91)
LSE:N91

Ninety One (N91) Price & Analysis

30 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
Cash GenerationConsistently strong operating cash flow and substantial free cash flow growth support durable capital allocation flexibility. This underpins dividend payments, buybacks and reinvestment even if AUM fluctuates, reducing reliance on volatile fee timing and improving long-term financial resilience.
Balance Sheet StrengthLow leverage and a strong cash position limit refinancing and solvency risk, enabling the firm to pursue M&A, absorb short-term outflows, and maintain shareholder distributions. Robust ROE shows effective capital use, supporting sustainable returns to investors over time.
AUM Growth And Strategic AcquisitionMaterial AUM growth, including GBP 1.9bn from the Sanlam U.K. transaction, expands the fee base and scale economics. Higher AUM and successful integration can lift recurring management fees and drove a 15% EPS rise and margin expansion, supporting sustainable revenue and profitability.
Bears Say
Fee PressureStructural fee compression in active asset management erodes revenue per AUM, requiring higher scale or shifts to higher-fee products to sustain margins. Persistent fee decline reduces operating leverage and makes earnings more sensitive to AUM swings over the medium term.
Regional And Product OutflowsConcentrated outflows and underperformance in specific regions and multi-asset mandates weaken the fee base and signal client retention challenges. If persistent, these outflows degrade recurring revenue and require product or leadership changes to restore competitive positioning.
Tech & AI Investment CostHeavy, ongoing investment raises operating costs and creates execution risk: if efficiency gains are delayed, margins and ROIC may be pressured. The near-term cost burden competes with cash available for distributions or strategic deals, making delivery critical for long-term benefit.

Ninety One News

N91 FAQ

What was Ninety One’s price range in the past 12 months?
Ninety One lowest share price was 113.20 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 £4.30B.
      When is Ninety One’s upcoming earnings report date?
      Ninety One’s upcoming earnings report date is May 20, 2026 which is in 45 days.
        How were Ninety One’s earnings last quarter?
        Ninety One released its earnings results on Nov 17, 2025. The company reported 0.084 p earnings per share for the quarter, beating the consensus estimate of N/A by 0.084 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 6 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 672,172,100 shares outstanding.
                What happened to Ninety One’s price movement after its last earnings report?
                Ninety One reported an EPS of 0.084 p in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went down -2.366%.
                  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 independent global asset manager worldwide. It serves private and public sector pension funds, sovereign wealth funds, insurers, corporates, foundations, and central banks, as well as large retail financial groups, wealth managers, public and private equity as well as debt, private banks, and intermediaries. It seeks to invest in South African companies struggling with the economic fallout from the spread of coronavirus. The company was founded in 1991 and is headquartered in Cape Town, South Africa with additional offices in Africa, Americas, Asia-Pacific and Europe.

                    Ninety One (N91) Earnings & Revenues

                    N91 Company Deck

                    N91 Earnings Call

                    Q2 2025
                    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
                    Similar Stocks
                    Company
                    Price & Change
                    Follow
                    Rathbones Group PLC
                    Schroders
                    Aberdeen Group
                    Quilter
                    M&G Plc

                    Options Prices

                    Currently, No data available
                    ---
                    Popular Stocks