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Ninety One (GB:N91)
LSE:N91

Ninety One (N91) AI Stock Analysis

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Ninety One

(LSE:N91)

Rating:69Neutral
Price Target:
Ninety One's stock is buoyed by strong cash flow and an attractive valuation, despite challenges like declining revenue and high leverage. The strategic partnership with Sanlam and share repurchases offer growth potential. However, technical indicators suggest caution, and market volatility remains a risk.

Ninety One (N91) vs. iShares MSCI United Kingdom ETF (EWC)

Ninety One Business Overview & Revenue Model

Company DescriptionNinety 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.
How the Company Makes MoneyNinety One makes money primarily through the management fees it charges on the assets under its management (AUM). These fees are typically calculated as a percentage of the AUM and vary depending on the investment strategy and client agreement. Additionally, the company may earn performance fees, which are contingent on achieving certain investment benchmarks or returns above a predefined threshold. Ninety One also benefits from its strategic partnerships with financial institutions and distribution networks, enhancing its reach and ability to attract more investments. Furthermore, the firm’s diversified portfolio and global presence contribute to its revenue stability and growth prospects.

Ninety One Earnings Call Summary

Earnings Call Date:Jun 04, 2025
(Q2-2025)
|
% Change Since: 10.36%|
Next Earnings Date:Nov 18, 2025
Earnings Call Sentiment Neutral
The earnings call presented a mixed picture. While there were strategic achievements such as the Sanlam partnership and growth in assets under management, persistent net outflows, declining earnings, and challenging market conditions were significant concerns.
Q2-2025 Updates
Positive Updates
Growth in Assets Under Management
Assets under management grew by 3% to GBP 127.4 billion despite net outflows, supported by positive financial market performance.
Sanlam Partnership
Ninety One entered into a long-term agreement with Sanlam, South Africa's largest nonbank financial services group, to become its primary active investment manager, transferring approximately ZAR 400 billion (GBP 17 billion) of assets to Ninety One.
Emerging Market Transition Debt Strategy
Secured anchor investment commitments in excess of USD 0.5 billion for the emerging market transition debt strategy.
Expansion in Middle East
Established two new offices in the Middle East, in Riyadh and Abu Dhabi, to tap into the opportunity-rich region.
Negative Updates
Persistent Net Outflows
Continued net outflows across the asset class spectrum, signaling low demand for publicly listed high-risk investments.
Decline in Earnings Per Share
Basic earnings per share decreased from 8.9p to 7.8p, and adjusted earnings per share fell by 11% to 7.3p.
Reduced Operating Profit
Adjusted operating profit decreased by 9% to GBP 88.6 million due to lower performance fees and other income.
Challenges in South African Market
Tightened domestic conditions in South Africa driven by a slow economy and increased internationalization of savings portfolios.
Company Guidance
During the earnings call for Ninety One's Q2 2025, several key financial metrics and strategic developments were highlighted. Assets under management (AUM) saw a growth of 3%, reaching GBP 127.4 billion, despite ongoing net outflows. Basic earnings per share decreased to 7.8p from 8.9p, while adjusted earnings per share fell by 11% to 7.3p. The dividends per share aligned with the adjusted earnings, dropping to 5.4p. The adjusted operating profit margin was reported at 30.5%. Significant strategic moves included a long-term agreement with Sanlam, transferring approximately ZAR 400 billion (GBP 17 billion) of assets to Ninety One and enhancing their market leadership in South Africa. This agreement, expected to be earnings accretive, would result in Sanlam owning 12.3% of Ninety One, subject to shareholder and regulatory approvals. The company also reported securing over USD 0.5 billion in anchor investment commitments for its emerging market transition debt strategy and closing its third Africa Credit Opportunities fund. The call emphasized the company's strategic focus on building its credit platform and maintaining cost discipline, with management fees reported at GBP 282.4 million and adjusted operating expenses held flat at GBP 201.9 million.

Ninety One Financial Statement Overview

Summary
Ninety One demonstrates strong cash flow generation and operational efficiency, with positive free cash flow and stable margins. However, declining revenues and high leverage present significant challenges. The company's liquidity is a notable strength, offering resilience against market volatility.
Income Statement
72
Positive
The income statement shows a mixed performance. Gross profit margin and net profit margin are satisfactory, but there has been a decline in revenue over the years. The EBIT and EBITDA margins are stable, indicating consistent operational efficiency. However, the revenue growth rate has been negative, impacting the overall income statement score.
Balance Sheet
65
Positive
The balance sheet reflects high leverage with a low equity base, as indicated by the debt-to-equity ratio. However, the company maintains strong liquidity with significant cash reserves. The return on equity is reasonable but limited by the low equity ratio, which could pose risks in adverse market conditions.
Cash Flow
80
Positive
The cash flow statement is strong, with positive free cash flow and a high operating cash flow to net income ratio. The company has maintained a consistent level of free cash flow, indicating good cash generation capabilities. Free cash flow growth is positive, further supporting a strong cash flow profile.
Breakdown
TTMMar 2024Mar 2023Mar 2022Mar 2021Mar 2020
Income StatementTotal Revenue
584.50M588.50M745.50M795.10M755.90M761.00M
Gross Profit
293.50M295.50M627.10M663.90M625.10M336.70M
EBIT
190.50M202.60M206.80M252.30M211.60M194.60M
EBITDA
198.40M219.80M220.40M269.00M249.20M205.70M
Net Income Common Stockholders
153.40M163.90M163.80M205.30M154.40M155.40M
Balance SheetCash, Cash Equivalents and Short-Term Investments
335.00M378.50M10.34B11.18B9.40B7.22B
Total Assets
12.09B11.12B10.81B11.68B9.90B7.65B
Total Debt
89.00M94.70M102.70M109.40M110.40M101.60M
Net Debt
-242.70M-280.60M-276.90M-297.20M-227.10M-92.90M
Total Liabilities
11.75B10.75B10.46B11.34B9.65B7.50B
Stockholders Equity
347.70M367.40M349.80M341.50M253.20M150.70M
Cash FlowFree Cash Flow
104.55M169.30M73.40M653.20M440.00M800.20M
Operating Cash Flow
106.40M171.80M74.60M654.60M459.40M813.60M
Investing Cash Flow
-5.70M-4.40M2.40M-393.10M-408.70M-672.00M
Financing Cash Flow
-166.60M-163.80M-164.30M-145.70M-68.90M-199.50M

Ninety One Technical Analysis

Technical Analysis Sentiment
Positive
Last Price179.00
Price Trends
50DMA
151.19
Positive
100DMA
149.54
Positive
200DMA
153.71
Positive
Market Momentum
MACD
7.56
Negative
RSI
70.80
Negative
STOCH
75.66
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:N91, the sentiment is Positive. The current price of 179 is above the 20-day moving average (MA) of 165.58, above the 50-day MA of 151.19, and above the 200-day MA of 153.71, indicating a bullish trend. The MACD of 7.56 indicates Negative momentum. The RSI at 70.80 is Negative, neither overbought nor oversold. The STOCH value of 75.66 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:N91.

Ninety One Peers Comparison

Overall Rating
UnderperformOutperform
Sector (65)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
GBEMG
79
Outperform
£2.00B8.7717.94%9.67%18.85%26.14%
GBRAT
77
Outperform
£1.77B26.704.83%7.47%49.59%18.13%
73
Outperform
£1.07B14.938.62%0.12%0.82%-26.44%
GBN91
69
Neutral
$3.10B10.3440.46%7.57%-2.89%-1.53%
69
Neutral
£3.47B14.734.88%7.51%-5.51%1596.15%
65
Neutral
$12.93B9.817.84%78.03%12.20%-7.74%
$2.87B41.85-2.38%8.04%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:N91
Ninety One
179.00
30.09
20.21%
GB:ASHM
Ashmore Group PLC
162.00
3.80
2.40%
GB:EMG
Man Group plc
173.50
-56.73
-24.64%
GB:RAT
Rathbones Group PLC
1,686.00
100.17
6.32%
GB:ABDN
Aberdeen Group
191.30
59.83
45.51%
QUILF
Quilter
1.85
0.34
22.52%

Ninety One Corporate Events

Stock Buyback
Ninety One plc Announces Share Repurchase
Positive
May 2, 2025

Ninety One plc announced the repurchase of 222,128 of its ordinary shares on 30 April 2025, as part of its ongoing share repurchase program initiated in March 2025. This move is expected to impact the company’s market positioning by potentially enhancing shareholder value through the reduction of outstanding shares.

Spark’s Take on GB:N91 Stock

According to Spark, TipRanks’ AI Analyst, GB:N91 is a Neutral.

Ninety One’s overall stock score is driven by strong financial performance, particularly in cash generation, and attractive valuation metrics. Strategic initiatives like the Sanlam partnership provide potential growth opportunities. However, declining revenues, high leverage, and bearish technical indicators present notable risks. The company’s liquidity position offers resilience against market volatility.

To see Spark’s full report on GB:N91 stock, click here.

Regulatory Filings and Compliance
Ninety One Announces Total Voting Rights Update
Neutral
Apr 30, 2025

Ninety One plc has announced its total voting rights, with an issued ordinary share capital consisting of 618,835,445 ordinary shares, each carrying one voting right. This information is crucial for shareholders to determine their interest or changes in interest in compliance with the FCA’s Disclosure Guidance and Transparency Rules.

Spark’s Take on GB:N91 Stock

According to Spark, TipRanks’ AI Analyst, GB:N91 is a Neutral.

Ninety One’s overall stock score is driven by strong financial performance, particularly in cash generation, and attractive valuation metrics. Strategic initiatives like the Sanlam partnership provide potential growth opportunities. However, declining revenues, high leverage, and bearish technical indicators present notable risks. The company’s liquidity position offers resilience against market volatility.

To see Spark’s full report on GB:N91 stock, click here.

Stock BuybackBusiness Operations and Strategy
Ninety One Executes Share Repurchase as Part of Strategic Programme
Positive
Apr 30, 2025

Ninety One plc announced the repurchase of 215,541 ordinary shares on 29 April 2025, as part of its share repurchase programme initiated in March 2025. The repurchase, executed through Citigroup Global Markets Limited, reflects the company’s strategic financial management and may impact its market positioning by potentially enhancing shareholder value.

Spark’s Take on GB:N91 Stock

According to Spark, TipRanks’ AI Analyst, GB:N91 is a Outperform.

Ninety One’s strong cash flow and attractive valuation are key strengths. However, challenges like declining revenues and high leverage weigh on its outlook. Strategic initiatives and share repurchases offer potential upside, but bearish technical indicators suggest caution.

To see Spark’s full report on GB:N91 stock, click here.

Stock Buyback
Ninety One Executes Share Repurchase to Enhance Shareholder Value
Positive
Apr 29, 2025

Ninety One plc has repurchased 215,765 of its ordinary shares as part of its share repurchase program announced in March 2025. The repurchase, executed through Citigroup Global Markets Limited, aims to enhance shareholder value by reducing the number of shares in circulation, potentially increasing earnings per share and improving market perception.

Spark’s Take on GB:N91 Stock

According to Spark, TipRanks’ AI Analyst, GB:N91 is a Outperform.

Ninety One’s overall score reflects stable financial performance with strong cash flow and attractive valuation metrics. However, challenges such as declining revenues and high leverage weigh on the outlook. The recent earnings call highlighted strategic partnerships that offer potential upside, but market volatility and technical indicators suggest caution.

To see Spark’s full report on GB:N91 stock, click here.

Stock BuybackBusiness Operations and Strategy
Ninety One Announces Share Repurchase as Part of Capital Strategy
Positive
Apr 29, 2025

Ninety One plc announced the repurchase of 222,383 of its ordinary shares, which were bought through Citigroup Global Markets Limited and will be canceled. This action is part of a previously announced share repurchase program, reflecting the company’s strategy to manage its capital structure and potentially enhance shareholder value.

Spark’s Take on GB:N91 Stock

According to Spark, TipRanks’ AI Analyst, GB:N91 is a Outperform.

Ninety One’s overall score reflects stable financial performance with strong cash flow and attractive valuation metrics. However, challenges such as declining revenues and high leverage weigh on the outlook. The recent earnings call highlighted strategic partnerships that offer potential upside, but market volatility and technical indicators suggest caution.

To see Spark’s full report on GB:N91 stock, click here.

Stock BuybackBusiness Operations and Strategy
Ninety One Executes Strategic Share Repurchase
Positive
Apr 25, 2025

Ninety One plc has executed a share repurchase of 210,000 ordinary shares through Citigroup Global Markets Limited, as part of its ongoing share repurchase program. This move is likely aimed at enhancing shareholder value and optimizing the company’s capital structure, reflecting its strategic financial management.

Spark’s Take on GB:N91 Stock

According to Spark, TipRanks’ AI Analyst, GB:N91 is a Outperform.

Ninety One’s stock score reflects strong financial performance, particularly in cash flow generation and operational efficiency, alongside attractive valuation metrics. However, bearish technical indicators and challenges such as declining revenues and high leverage weigh on the outlook. Strategic partnerships and share repurchase programs offer potential upside, but caution is advised due to high market volatility.

To see Spark’s full report on GB:N91 stock, click here.

Stock BuybackBusiness Operations and Strategy
Ninety One PLC Announces Share Repurchase to Enhance Market Position
Positive
Apr 22, 2025

Ninety One plc has announced the repurchase of 89,389 of its ordinary shares, as part of its share repurchase program initiated in March 2025. This move is aimed at optimizing the company’s capital structure and potentially enhancing shareholder value, reflecting a strategic effort to strengthen its market position.

Spark’s Take on GB:N91 Stock

According to Spark, TipRanks’ AI Analyst, GB:N91 is a Outperform.

Ninety One’s stock score reflects a stable financial performance with strong cash flow and attractive valuation metrics. However, challenges such as declining revenues and bearish technical indicators weigh on the outlook. Strategic partnerships and share repurchase programs offer potential upside, but caution is advised due to high leverage and market volatility.

To see Spark’s full report on GB:N91 stock, click here.

Business Operations and StrategyFinancial Disclosures
Ninety One Reports Stable Growth in Q4 2025 AUM
Positive
Apr 17, 2025

Ninety One has reported its assets under management (AUM) as of 31 March 2025, standing at £130.8 billion, showing a slight increase from £130.2 billion at the end of December 2024. This update reflects the company’s stable growth trajectory and its continued strong presence in the investment management industry, with implications for stakeholders regarding the firm’s financial health and market positioning.

Spark’s Take on GB:N91 Stock

According to Spark, TipRanks’ AI Analyst, GB:N91 is a Outperform.

Ninety One’s strong cash flow and attractive valuation metrics are key strengths, supported by strategic initiatives like the Sanlam partnership. However, risks such as declining revenues, high leverage, and bearish technical indicators weigh on the stock’s overall outlook.

To see Spark’s full report on GB:N91 stock, click here.

Stock Buyback
Ninety One Announces Share Repurchase
Positive
Apr 17, 2025

Ninety One plc has announced the repurchase of 214,644 of its ordinary shares through Citigroup Global Markets Limited, as part of its share repurchase program initiated in March 2025. This move is expected to impact the company’s market positioning by potentially enhancing shareholder value through the cancellation of the repurchased shares.

Spark’s Take on GB:N91 Stock

According to Spark, TipRanks’ AI Analyst, GB:N91 is a Outperform.

Ninety One’s strong cash flow and attractive valuation metrics are key strengths, supported by strategic initiatives like the Sanlam partnership. However, risks such as declining revenues, high leverage, and bearish technical indicators weigh on the stock’s overall outlook.

To see Spark’s full report on GB:N91 stock, click here.

Stock BuybackBusiness Operations and Strategy
Ninety One plc Executes Share Repurchase
Neutral
Apr 15, 2025

Ninety One plc announced the repurchase of 203,261 of its ordinary shares as part of its ongoing share repurchase programme. This move, executed through Citigroup Global Markets Limited, reflects the company’s strategic efforts to manage its capital structure and potentially enhance shareholder value.

Spark’s Take on GB:N91 Stock

According to Spark, TipRanks’ AI Analyst, GB:N91 is a Outperform.

Ninety One’s strong cash flow and attractive valuation metrics are key strengths, supported by strategic initiatives like the Sanlam partnership. However, risks such as declining revenues, high leverage, and bearish technical indicators weigh on the stock’s overall outlook.

To see Spark’s full report on GB:N91 stock, click here.

Stock BuybackBusiness Operations and Strategy
Ninety One Executes Share Repurchase Program
Neutral
Apr 14, 2025

Ninety One plc has repurchased 175,000 of its ordinary shares as part of its share repurchase program announced earlier in March 2025. The shares were bought through Citigroup Global Markets Limited and will be cancelled, reflecting the company’s strategy to manage its capital structure and potentially enhance shareholder value.

Spark’s Take on GB:N91 Stock

According to Spark, TipRanks’ AI Analyst, GB:N91 is a Outperform.

Ninety One’s strong cash flow and attractive valuation metrics are key strengths, supported by strategic initiatives like the Sanlam partnership. However, risks such as declining revenues, high leverage, and bearish technical indicators weigh on the stock’s overall outlook.

To see Spark’s full report on GB:N91 stock, click here.

Stock BuybackBusiness Operations and Strategy
Ninety One Announces Share Repurchase as Part of Strategic Financial Management
Positive
Apr 11, 2025

Ninety One plc announced the repurchase of 174,686 of its ordinary shares on 10 April 2025 as part of its ongoing share repurchase program. This move is likely aimed at enhancing shareholder value and reflects the company’s strategic financial management, potentially impacting its market positioning positively.

Spark’s Take on GB:N91 Stock

According to Spark, TipRanks’ AI Analyst, GB:N91 is a Outperform.

Ninety One scores well on valuation due to low P/E and high dividend yield, suggesting attractive entry points. The robust cash flow and strategic initiatives like the Sanlam partnership are positive, but declining revenues, high leverage, and bearish technical indicators present notable risks.

To see Spark’s full report on GB:N91 stock, click here.

Shareholder MeetingsBusiness Operations and Strategy
Ninety One Secures Shareholder Approval for Key Resolutions at General Meetings
Positive
Apr 9, 2025

Ninety One announced the successful passage of all resolutions at its recent General Meetings, held under its dual-listed company structure. The resolutions, which were decided by a poll, included the authority for directors to allot shares and disapply pre-emption rights, reflecting strong shareholder support. This outcome reinforces Ninety One’s strategic flexibility in capital management and underscores its robust governance framework, potentially enhancing its market positioning and stakeholder confidence.

Spark’s Take on GB:N91 Stock

According to Spark, TipRanks’ AI Analyst, GB:N91 is a Neutral.

Ninety One’s stock score reflects a stable financial performance with strong cash flow and attractive valuation metrics. However, bearish technical indicators and challenges such as declining revenues and net outflows weigh on the overall score. Strategic partnerships and repurchase programs offer potential upside.

To see Spark’s full report on GB:N91 stock, click here.

Business Operations and Strategy
Ninety One’s Strategic Share Acquisition by Employee Trust
Neutral
Apr 8, 2025

Ninety One has announced an on-market acquisition of 250,338 ordinary shares by its Guernsey Employee Benefit Trust, with a total transaction value of £304,033. This transaction, conducted on April 7, 2025, reflects the company’s strategic financial maneuvers within the market, potentially impacting its stock liquidity and shareholder value.

Spark’s Take on GB:N91 Stock

According to Spark, TipRanks’ AI Analyst, GB:N91 is a Neutral.

Ninety One’s stock score reflects a stable financial performance with strong cash flow and attractive valuation metrics. However, bearish technical indicators and challenges such as declining revenues and net outflows weigh on the overall score. Strategic partnerships and repurchase programs offer potential upside.

To see Spark’s full report on GB:N91 stock, click here.

Stock BuybackBusiness Operations and Strategy
Ninety One PLC Announces Share Repurchase
Positive
Apr 8, 2025

Ninety One plc has announced the repurchase of 158,000 of its ordinary shares as part of its ongoing share repurchase program. This strategic move is likely aimed at enhancing shareholder value and optimizing the company’s capital structure, reflecting a proactive approach to managing its financial resources.

Spark’s Take on GB:N91 Stock

According to Spark, TipRanks’ AI Analyst, GB:N91 is a Neutral.

Ninety One’s overall stock score reflects a stable financial performance with strong cash flow and operational efficiency. The low P/E ratio and high dividend yield provide attractive valuation metrics. However, technical indicators suggest caution due to bearish trends and high volatility. Strategic partnerships and share repurchases are positive, but challenges like declining revenues and net outflows remain significant.

To see Spark’s full report on GB:N91 stock, click here.

Stock BuybackBusiness Operations and Strategy
Ninety One Enhances Employee Trust with Share Acquisition
Positive
Apr 7, 2025

Ninety One has announced an on-market acquisition of 1,773,841 ordinary shares through its Guernsey Employee Benefit Trust, with a total transaction value of £2,495,966. This move is part of their strategic financial operations and could impact their market positioning by potentially enhancing employee benefits and aligning interests with stakeholders.

Spark’s Take on GB:N91 Stock

According to Spark, TipRanks’ AI Analyst, GB:N91 is a Neutral.

Ninety One’s overall stock score reflects a stable financial performance with strong cash flow and operational efficiency. The low P/E ratio and high dividend yield provide attractive valuation metrics. However, technical indicators suggest caution due to bearish trends and high volatility. Strategic partnerships and share repurchases are positive, but challenges like declining revenues and net outflows remain significant.

To see Spark’s full report on GB:N91 stock, click here.

Stock Buyback
Ninety One plc Executes Share Repurchase Program
Positive
Apr 7, 2025

Ninety One plc announced the repurchase of 158,000 of its ordinary shares on April 4, 2025, as part of its share repurchase program initiated in March 2025. This move is expected to impact the company’s market positioning by potentially increasing shareholder value and optimizing its capital structure.

Stock BuybackBusiness Operations and Strategy
Ninety One plc Executes Share Repurchase
Positive
Apr 4, 2025

Ninety One plc announced the repurchase of 157,202 ordinary shares as part of its share repurchase program initiated in March 2025. This move is part of the company’s strategy to manage its capital structure, potentially enhancing shareholder value and reflecting confidence in its financial position.

Stock BuybackBusiness Operations and Strategy
Ninety One plc Announces Share Repurchase
Positive
Apr 3, 2025

Ninety One plc announced the repurchase of 149,200 of its ordinary shares on April 2, 2025, as part of its ongoing share repurchase program. The shares were bought at an average price of £144.52 and will be cancelled, reflecting the company’s strategy to manage its capital structure and potentially enhance shareholder value.

Stock BuybackBusiness Operations and Strategy
Ninety One plc Executes Share Repurchase Program
Positive
Apr 2, 2025

Ninety One plc has announced the repurchase of 140,985 of its ordinary shares as part of its share repurchase program initiated in March 2025. This move, executed through Citigroup Global Markets Limited, reflects the company’s strategy to manage its capital structure and potentially enhance shareholder value by reducing the number of outstanding shares.

Business Operations and Strategy
Ninety One’s Employee Benefit Trust Acquires Shares
Positive
Apr 1, 2025

Ninety One announced an on-market acquisition of 85,788 ordinary shares by its South Africa Employee Benefit Trust for a total consideration of R2,988,185. This transaction, conducted on March 31, 2025, reflects the company’s ongoing commitment to employee benefits and may impact its market positioning by enhancing stakeholder confidence.

Stock BuybackBusiness Operations and StrategyRegulatory Filings and Compliance
Ninety One Executes Share Acquisition for Employee Benefit Trust
Neutral
Apr 1, 2025

Ninety One has announced an on-market acquisition of 239,508 ordinary shares through its Guernsey Employee Benefit Trust, with a total transaction value of £350,155. This move, compliant with JSE Listings Requirements, reflects the company’s ongoing efforts to manage its employee benefit schemes and could impact its market positioning by potentially enhancing employee incentives.

Regulatory Filings and Compliance
Ninety One Announces Total Voting Rights Update
Neutral
Mar 31, 2025

Ninety One has announced that its total issued ordinary share capital consists of 622,188,775 shares, each carrying one voting right. This information is crucial for shareholders to determine their interest or changes in their interest in the company, as per the FCA’s Disclosure Guidance and Transparency Rules.

Stock BuybackBusiness Operations and Strategy
Ninety One Expands Share Repurchase Programme to £25 Million
Neutral
Mar 31, 2025

Ninety One plc has announced an expansion of its share repurchase programme, initially set at up to £5 million, to now include up to £25 million, with the completion date extended to no later than 31 March 2026. This strategic move, conducted in partnership with Citigroup Global Markets Limited, aims to reduce the company’s ordinary share capital and is subject to regulatory approvals, potentially impacting the company’s market positioning and shareholder value.

Stock BuybackBusiness Operations and Strategy
Ninety One Announces Share Acquisition by Employee Benefit Trust
Neutral
Mar 31, 2025

Ninety One has announced an on-market acquisition of 902,507 ordinary shares through its Guernsey Employee Benefit Trust, amounting to a total value of £1,353,240. This transaction, which took place on March 28, 2025, is part of the company’s strategy to manage its employee benefit schemes, potentially impacting its market position and shareholder value.

Stock BuybackBusiness Operations and Strategy
Ninety One Announces Share Acquisition by Employee Benefit Trust
Neutral
Mar 31, 2025

Ninety One has announced a transaction involving the acquisition of 454,529 ordinary shares by its South Africa Employee Benefit Trust. The transaction, valued at R16,029,965, was conducted on the Johannesburg Stock Exchange. This move reflects the company’s ongoing efforts to manage its employee benefits and could have implications for its financial strategy and stakeholder interests.

Stock Buyback
Ninety One plc Announces Share Repurchase
Neutral
Mar 31, 2025

Ninety One plc has announced the repurchase of 56,052 of its ordinary shares through its broker, Citigroup Global Markets Limited. This move is part of the company’s share repurchase programme initiated earlier in March 2025, and the repurchased shares will be cancelled, potentially impacting the company’s share value and market perception.

Business Operations and Strategy
Ninety One’s Employee Benefit Trust Acquires Shares
Neutral
Mar 28, 2025

Ninety One has announced an on-market acquisition of 107,718 ordinary shares by its South Africa Employee Benefit Trust, amounting to a total value of R3,779,168. This transaction, conducted on the Johannesburg Stock Exchange, reflects the company’s ongoing efforts to manage its employee benefit schemes and could potentially impact its stock market performance.

Stock BuybackRegulatory Filings and Compliance
Ninety One Announces Share Purchase Under Employee Incentive Plan
Neutral
Mar 27, 2025

Ninety One announced a transaction involving the purchase of ordinary shares under its Share Incentive Plan, which was executed by the SIP trustee on behalf of participating employees. This transaction, involving directors and persons with managerial responsibilities, reflects the company’s ongoing commitment to employee investment and aligns with regulatory disclosure requirements.

Stock BuybackBusiness Operations and Strategy
Ninety One plc Executes Share Repurchase to Enhance Capital Structure
Positive
Mar 25, 2025

Ninety One plc announced the repurchase of 32,947 of its ordinary shares through Citigroup Global Markets Limited, as part of its share repurchase program initiated earlier in March 2025. This strategic move is aimed at optimizing the company’s capital structure and potentially enhancing shareholder value.

Business Operations and Strategy
Ninety One’s Strategic Share Acquisition by Employee Benefit Trust
Neutral
Mar 25, 2025

Ninety One has announced the on-market acquisition of 39,516 ordinary shares by its South Africa Employee Benefit Trust for a total consideration of R1,381,614. This transaction, which took place on 24 March 2025 in Johannesburg, reflects the company’s strategic efforts to manage its employee benefit schemes, potentially impacting its market positioning and stakeholder interests.

Business Operations and Strategy
Ninety One’s Employee Benefit Trust Acquires Shares
Neutral
Mar 24, 2025

Ninety One has announced the acquisition of ordinary shares by its South Africa Employee Benefit Trust. The transactions, conducted on the Johannesburg Stock Exchange, involved the purchase of 100,144 and 779 ordinary shares at prices of R34.95 and R35.00 per share, respectively, totaling R3,527,298. This move reflects the company’s ongoing efforts to manage its employee benefit schemes and may impact its financial positioning and stakeholder interests.

Stock BuybackBusiness Operations and Strategy
Ninety One Announces Share Repurchase as Part of Capital Management Strategy
Neutral
Mar 20, 2025

Ninety One plc has announced the repurchase of 47,090 of its ordinary shares, as part of its share repurchase programme initiated earlier in March 2025. The repurchase, conducted through Citigroup Global Markets Limited, reflects the company’s ongoing efforts to manage its capital structure and potentially enhance shareholder value.

Business Operations and StrategyRegulatory Filings and Compliance
Ninety One Announces Share Acquisition by Employee Benefit Trust
Neutral
Mar 19, 2025

Ninety One has announced a transaction involving the on-market acquisition of 38,543 ordinary shares by its South Africa Employee Benefit Trust, with a total value of R1,347,980. This move is part of its compliance with the listings requirements of the Johannesburg Stock Exchange, potentially impacting the company’s market positioning and stakeholder interests.

Business Operations and StrategyRegulatory Filings and Compliance
Ninety One Executes Strategic Share Acquisition for Employee Benefits
Neutral
Mar 18, 2025

Ninety One has announced an on-market acquisition of 134,391 ordinary shares by its South Africa Employee Benefit Trust, with a total transaction value of R4,692,248. This move is part of their compliance with the JSE Listings Requirements and reflects the company’s strategic efforts to manage its employee benefit schemes effectively.

Stock BuybackRegulatory Filings and Compliance
Ninety One Acquires Shares for Employee Benefit Trust
Neutral
Mar 17, 2025

Ninety One has announced an on-market acquisition of 373,019 ordinary shares through its Guernsey Employee Benefit Trust, with a total transaction value of £537,430. This move is part of its compliance with the Listings Requirements of the JSE Limited and reflects the company’s ongoing efforts to manage its employee benefit trusts effectively, potentially impacting its market positioning and stakeholder interests.

Business Operations and Strategy
Ninety One Announces Share Acquisition by Employee Benefit Trust
Neutral
Mar 17, 2025

Ninety One has announced the acquisition of 14,685 ordinary shares by its South Africa Employee Benefit Trust for a total consideration of R513,727. This transaction, conducted on the Johannesburg Stock Exchange, reflects the company’s ongoing efforts to manage its employee benefit schemes and could impact its financial positioning and stakeholder interests.

Stock BuybackBusiness Operations and Strategy
Ninety One’s Strategic Share Acquisition by Employee Benefit Trust
Neutral
Mar 14, 2025

Ninety One has announced an on-market acquisition of 295,424 ordinary shares by its South Africa Employee Benefit Trust for a total consideration of R10,310,800. This transaction, conducted on the Johannesburg Stock Exchange, reflects the company’s strategic move to manage its employee benefit schemes, potentially impacting its financial positioning and stakeholder interests.

Stock BuybackBusiness Operations and Strategy
Ninety One plc Executes Share Repurchase to Optimize Capital Structure
Positive
Mar 14, 2025

Ninety One plc has announced the repurchase of 1,964 of its ordinary shares as part of its share repurchase programme initiated on 6 March 2025. This move is aimed at optimizing the company’s capital structure and potentially enhancing shareholder value, reflecting a proactive approach in managing its financial resources.

Business Operations and StrategyRegulatory Filings and Compliance
Ninety One’s Employee Benefit Trust Acquires Shares
Neutral
Mar 13, 2025

Ninety One has announced a transaction involving the acquisition of 140,475 ordinary shares by its South Africa Employee Benefit Trust. The shares were purchased on the Johannesburg Stock Exchange for a total consideration of R4,867,459. This move is part of the company’s compliance with the JSE Listings Requirements and reflects its ongoing efforts to manage employee benefit schemes effectively.

Stock BuybackBusiness Operations and Strategy
Ninety One plc Executes Share Repurchase
Positive
Mar 13, 2025

Ninety One plc has announced the repurchase of 10,660 ordinary shares through its broker, Citigroup Global Markets Limited, as part of its share repurchase programme. This move is part of a strategic initiative to manage its capital structure and could potentially enhance shareholder value by reducing the number of shares outstanding.

Business Operations and Strategy
Ninety One’s Employee Benefit Trust Acquires Shares
Neutral
Mar 12, 2025

Ninety One has announced an on-market acquisition of 190,296 ordinary shares by its South Africa Employee Benefit Trust, valued at R6,477,961. This transaction, conducted on the Johannesburg Stock Exchange, reflects the company’s ongoing efforts to manage its employee benefit schemes effectively, potentially impacting its market positioning and shareholder value.

Stock BuybackBusiness Operations and Strategy
Ninety One Announces Share Repurchase
Positive
Mar 12, 2025

Ninety One plc announced the repurchase of 86,352 of its ordinary shares on 11 March 2025 as part of its share repurchase program. This strategic move, executed through Citigroup Global Markets Limited, reflects the company’s ongoing efforts to manage its capital structure and potentially enhance shareholder value.

Stock BuybackBusiness Operations and Strategy
Ninety One Enhances Employee Benefit Trust with Share Acquisition
Neutral
Mar 11, 2025

Ninety One has announced a significant transaction involving the on-market acquisition of 119,921 ordinary shares by The Ninety One South Africa Employee Benefit Trust. The transaction, valued at approximately R4,078,801, was conducted on the Johannesburg Stock Exchange, reflecting the company’s ongoing efforts to manage its employee benefit structures and potentially enhance stakeholder value.

Business Operations and Strategy
Ninety One’s Strategic Share Acquisition through Employee Benefit Trust
Neutral
Mar 10, 2025

Ninety One has announced an on-market acquisition of 289,280 ordinary shares through its Guernsey Employee Benefit Trust, amounting to a total transaction value of £412,016. This transaction, conducted on 7 March 2025, reflects the company’s ongoing efforts to manage its employee benefit trusts and may impact its market positioning by potentially enhancing employee incentives.

M&A TransactionsBusiness Operations and Strategy
Ninety One and Sanlam Forge Strategic Asset Management Partnership
Positive
Mar 6, 2025

Ninety One and Sanlam have executed key agreements to establish a long-term strategic asset management relationship. This involves Ninety One acquiring Sanlam’s asset management businesses in South Africa and the UK, with Sanlam receiving a significant equity stake in Ninety One. The transaction is expected to be earnings accretive for Ninety One and, after initial costs, beneficial for Sanlam in the long term.

Stock Buyback
Ninety One Initiates £30 Million Share Repurchase Program
Neutral
Mar 6, 2025

Ninety One plc has announced the initiation of a share repurchase program, starting with a first tranche of up to £5 million, as part of a larger £30 million program. This move is aimed at reducing the company’s ordinary share capital and will be executed in compliance with relevant regulations, with Citigroup Global Markets Limited managing the purchases on the London Stock Exchange.

Other
Fairtree Increases Stake in Ninety One Limited to 5.06%
Positive
Feb 18, 2025

Ninety One Limited has announced that Fairtree Asset Management (Pty) Ltd has increased its beneficial interest in the company’s securities to 5.06%, up from the previous 4.95%. This acquisition indicates Fairtree’s growing confidence in Ninety One’s market position and could enhance the company’s stakeholder relations and market presence.

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.