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Ninety One Plc (GB:N91)
:N91
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Ninety One (N91) AI Stock Analysis

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GB:N91

Ninety One

(OTC:N91)

Rating:78Outperform
Price Target:
222.00p
â–²(13.85%Upside)
Ninety One's overall score is driven by strong financial performance and strategic corporate events. While technical indicators highlight potential short-term corrections due to overbought conditions, the company's low valuation metrics and high dividend yield present attractive long-term investment opportunities. Recent corporate activities, including acquisitions and share repurchases, further strengthen its market position.

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 management fees, which are charged as a percentage of the assets under management (AUM). These fees are collected from clients who invest in Ninety One's funds and investment products. Additionally, the company may earn performance fees, which are contingent on the achievement of certain investment benchmarks or targets. Ninety One's revenue is further bolstered by advisory services offered to institutional clients, which may involve strategic investment advice or bespoke solution development. Key factors contributing to its earnings include the size and growth of its AUM, market performance, and its ability to attract and retain clients through effective investment strategies.

Ninety One Earnings Call Summary

Earnings Call Date:Jun 04, 2025
(Q2-2025)
|
% Change Since: 24.64%|
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 profitability with high gross and net profit margins, and solid cash flow management. However, challenges in revenue growth slightly dampen the score.
Income Statement
78
Positive
The company demonstrates strong profitability with a consistent gross profit margin averaging over 80% in recent years. The net profit margin remains healthy, though it slightly decreased in the latest year. Revenue growth has been inconsistent, with declines in recent periods, indicating challenges in expanding top-line performance. EBIT and EBITDA margins also remain strong, underscoring operational efficiency despite revenue fluctuations.
Balance Sheet
70
Positive
The balance sheet reflects a solid financial position with a low debt-to-equity ratio, showcasing minimal leverage risk. The equity ratio is relatively low due to high liabilities compared to assets, but the company's strong cash position mitigates potential risks. Return on Equity is robust, driven by consistent net income, indicating effective use of shareholder capital.
Cash Flow
85
Very Positive
The company exhibits impressive cash flow management with a strong operating cash flow to net income ratio, indicating efficient income conversion to cash. Free cash flow growth has been substantial, supporting future investment and financial stability. Despite fluctuations in investing and financing cash flows, the overall cash flow management remains a strength.
BreakdownMar 2025Mar 2024Mar 2023Mar 2022Mar 2021
Income Statement
Total Revenue700.00M588.50M745.50M795.10M755.90M
Gross Profit594.60M295.50M627.10M663.90M625.10M
EBITDA221.40M219.80M220.40M269.00M249.20M
Net Income150.10M163.90M163.80M205.30M154.40M
Balance Sheet
Total Assets12.21B11.12B10.81B11.68B9.90B
Cash, Cash Equivalents and Short-Term Investments11.79B378.50M10.34B11.18B9.40B
Total Debt86.60M94.70M102.70M109.40M110.40M
Total Liabilities11.84B10.75B10.46B11.34B9.65B
Stockholders Equity373.40M367.40M349.80M341.50M253.20M
Cash Flow
Free Cash Flow314.00M169.30M73.40M653.20M440.00M
Operating Cash Flow318.40M171.80M74.60M654.60M459.40M
Investing Cash Flow-7.80M-4.40M2.40M-393.10M-408.70M
Financing Cash Flow-165.40M-163.80M-164.30M-145.70M-68.90M

Ninety One Technical Analysis

Technical Analysis Sentiment
Positive
Last Price195.00
Price Trends
50DMA
171.38
Positive
100DMA
154.94
Positive
200DMA
151.76
Positive
Market Momentum
MACD
6.49
Negative
RSI
76.24
Negative
STOCH
70.24
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 195 is above the 20-day moving average (MA) of 183.63, above the 50-day MA of 171.38, and above the 200-day MA of 151.76, indicating a bullish trend. The MACD of 6.49 indicates Negative momentum. The RSI at 76.24 is Negative, neither overbought nor oversold. The STOCH value of 70.24 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 (68)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
80
Outperform
£1.17B16.318.62%1222.54%0.82%-26.44%
78
Outperform
£3.39B11.3640.46%625.64%0.18%-6.74%
77
Outperform
£1.88B9.1217.94%3.27%18.85%26.14%
77
Outperform
£2.00B30.164.83%606.85%49.59%18.13%
69
Neutral
£3.54B15.054.88%734.78%-5.51%1596.15%
68
Neutral
Â¥746.02B10.957.55%3.23%7.81%14.63%
―$3.07B41.85-2.38%5.37%――
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:N91
Ninety One
195.00
39.50
25.40%
GB:ASHM
Ashmore Group PLC
177.50
22.76
14.71%
GB:EMG
Man Group plc
183.40
-49.45
-21.24%
GB:RAT
Rathbones Group PLC
1,928.00
283.86
17.26%
GB:ABDN
Aberdeen Group
198.70
47.17
31.13%
QUILF
Quilter
2.35
0.77
48.73%

Ninety One Corporate Events

Executive/Board ChangesShareholder MeetingsStock BuybackBusiness Operations and Strategy
Ninety One Successfully Concludes Annual General Meetings with All Resolutions Passed
Positive
Jul 23, 2025

Ninety One held its Annual General Meetings on July 23, 2025, where all resolutions were passed by the required majority. The meetings, conducted both physically and electronically, saw the re-election of several directors and approval of key resolutions, including the directors’ remuneration report, climate strategy, and authority to purchase own shares. The successful passing of these resolutions reflects strong shareholder support and positions Ninety One to continue its strategic initiatives, potentially impacting its operational and market positioning positively.

The most recent analyst rating on (GB:N91) stock is a Sell with a £1.25 price target. To see the full list of analyst forecasts on Ninety One stock, see the GB:N91 Stock Forecast page.

Executive/Board ChangesRegulatory Filings and Compliance
Ninety One Announces Director Transactions in Compliance with Market Regulations
Neutral
Jul 17, 2025

Ninety One has announced transactions involving its directors and persons discharging managerial responsibilities, notifying changes in their interests in the company’s securities. These transactions, which include both acquisitions and sales of shares, are part of regulatory compliance with market abuse regulations and listing requirements, reflecting ongoing corporate governance and transparency efforts.

The most recent analyst rating on (GB:N91) stock is a Hold with a £1.45 price target. To see the full list of analyst forecasts on Ninety One stock, see the GB:N91 Stock Forecast page.

M&A TransactionsFinancial Disclosures
Ninety One Reports Growth in Assets Under Management
Positive
Jul 15, 2025

Ninety One has reported its assets under management (AUM) as of June 30, 2025, at £139.7 billion, marking an increase from the previous year. This growth includes £1.9 billion from the acquisition of Sanlam Investments UK Limited’s active asset management business. The completion of a similar transaction in South Africa is anticipated later this financial year, which will further enhance Ninety One’s AUM and strengthen its market position.

The most recent analyst rating on (GB:N91) stock is a Sell with a £1.25 price target. To see the full list of analyst forecasts on Ninety One stock, see the GB:N91 Stock Forecast page.

Executive/Board ChangesRegulatory Filings and Compliance
Ninety One Announces Director and Secretary Share Transactions
Neutral
Jul 10, 2025

Ninety One has announced transactions involving directors and company secretaries, including awards of ordinary shares as part of deferred bonus awards. These transactions, disclosed under regulatory requirements, reflect the company’s ongoing commitment to transparency and compliance with market regulations.

The most recent analyst rating on (GB:N91) stock is a Hold with a £188.00 price target. To see the full list of analyst forecasts on Ninety One stock, see the GB:N91 Stock Forecast page.

Executive/Board ChangesBusiness Operations and Strategy
Ninety One Awards Forfeitable Shares to Executive Directors
Neutral
Jul 10, 2025

Ninety One has announced the award of forfeitable shares to its Executive Directors as part of its Executive Incentive Plan for the financial year ended 31 March 2025. Hendrik du Toit and Kim McFarland, both directors of Ninety One, received 1,029,362 and 257,437 forfeitable shares respectively, which will vest fully after three years and are subject to a post-vesting retention period. This move is part of the company’s strategy to align executive interests with long-term company performance, potentially impacting its market positioning and stakeholder confidence.

The most recent analyst rating on (GB:N91) stock is a Hold with a £188.00 price target. To see the full list of analyst forecasts on Ninety One stock, see the GB:N91 Stock Forecast page.

Regulatory Filings and Compliance
Ninety One Releases Annual BEE Compliance Report
Neutral
Jul 2, 2025

Ninety One has announced the publication of its annual compliance report in accordance with the Broad-Based Black Economic Empowerment Act. This report, submitted to the BEE Commissioner, is now available on the company’s website, reflecting its adherence to the regulatory requirements of the JSE Listings. This announcement underscores Ninety One’s commitment to transparency and compliance, which are crucial for maintaining its reputation and operational integrity in the financial industry.

The most recent analyst rating on (GB:N91) stock is a Sell with a £1.25 price target. To see the full list of analyst forecasts on Ninety One stock, see the GB:N91 Stock Forecast page.

Other
Ninety One PLC Announces Change in Major Shareholder Voting Rights
Neutral
Jun 20, 2025

Ninety One PLC has announced a change in the voting rights held by Allan Gray Proprietary Limited, a significant shareholder based in South Africa. As of June 17, 2025, Allan Gray’s voting rights in Ninety One have decreased from 6.1167% to 5.9972%, indicating a slight reduction in their stake. This adjustment could have implications for the company’s shareholder dynamics and influence the decision-making process within the firm.

The most recent analyst rating on (GB:N91) stock is a Sell with a £1.25 price target. To see the full list of analyst forecasts on Ninety One stock, see the GB:N91 Stock Forecast page.

Shareholder MeetingsFinancial Disclosures
Ninety One Announces Details for 2025 Annual General Meetings
Neutral
Jun 18, 2025

Ninety One has announced the details of its upcoming Annual General Meetings (AGM) for both Ninety One plc and Ninety One Limited, scheduled for July 23, 2025. The AGM will be conducted as a hybrid meeting, allowing shareholders to participate both in person and electronically. The company has also published its Integrated Annual Report for the year ending March 31, 2025, which includes audited financial statements and notices for the AGM, available on its website.

The most recent analyst rating on (GB:N91) stock is a Sell with a £1.25 price target. To see the full list of analyst forecasts on Ninety One stock, see the GB:N91 Stock Forecast page.

Regulatory Filings and Compliance
Ninety One Announces Total Voting Rights Update
Neutral
Jun 17, 2025

Ninety One plc has announced its total voting rights, with an issued ordinary share capital consisting of 628,572,786 shares, each carrying one voting right. This disclosure is in accordance with the FCA’s rules and provides shareholders with the necessary information to determine their interest in the company.

The most recent analyst rating on (GB:N91) stock is a Sell with a £1.25 price target. To see the full list of analyst forecasts on Ninety One stock, see the GB:N91 Stock Forecast page.

Delistings and Listing ChangesM&A TransactionsBusiness Operations and Strategy
Ninety One Completes Acquisition of Sanlam Investments UK Business
Positive
Jun 17, 2025

Ninety One has completed the acquisition of Sanlam Investments UK Limited’s active asset management business, strengthening its position as a primary active asset manager for a portion of Sanlam’s assets. This strategic move is part of a broader long-term partnership with Sanlam, enhancing Ninety One’s market presence. Additionally, Ninety One has issued new shares as consideration for the acquisition, which have been successfully listed on both the London and Johannesburg Stock Exchanges.

The most recent analyst rating on (GB:N91) stock is a Sell with a £1.25 price target. To see the full list of analyst forecasts on Ninety One stock, see the GB:N91 Stock Forecast page.

M&A TransactionsBusiness Operations and Strategy
Ninety One to Complete Acquisition of Sanlam Investments UK Business
Positive
Jun 13, 2025

Ninety One has announced the expected completion of the transfer of Sanlam Investments UK Limited’s active asset management business to Ninety One UK Limited, set for June 16, 2025. As part of this transaction, Ninety One will issue 13,675,595 ordinary shares to Sanlam Investments UK, with these shares expected to be listed on both the London and Johannesburg stock exchanges. This strategic move strengthens Ninety One’s position in the asset management sector and enhances its capabilities in managing a broader range of assets.

The most recent analyst rating on (GB:N91) stock is a Sell with a £1.25 price target. To see the full list of analyst forecasts on Ninety One stock, see the GB:N91 Stock Forecast page.

Executive/Board ChangesRegulatory Filings and Compliance
Ninety One Discloses Executive Share Transactions Following Incentive Plan Vesting
Neutral
Jun 9, 2025

Ninety One has announced transactions involving directors and key personnel, disclosing changes in their interests in the company’s securities. These transactions include the sale of shares following the vesting of forfeitable shares under the company’s Executive Incentive Plan. The announcement highlights the vesting of shares to key executives, with a portion subject to retention periods, reflecting the company’s compliance with regulatory requirements and its commitment to transparency in its operations.

The most recent analyst rating on (GB:N91) stock is a Sell with a £1.25 price target. To see the full list of analyst forecasts on Ninety One stock, see the GB:N91 Stock Forecast page.

Business Operations and Strategy
Ninety One Strengthens Employee Benefit Trusts with Share Acquisitions
Positive
Jun 9, 2025

Ninety One has announced the on-market acquisition of ordinary shares by its Employee Benefit Trusts. The Ninety One Guernsey Employee Benefit Trust acquired 4,151,246 ordinary shares of Ninety One plc for £7,190,000 on the London Stock Exchange. Concurrently, The Ninety One South Africa Employee Benefit Trust purchased 1,027,471 ordinary shares of Ninety One Limited for R42,129,907 on the Johannesburg Stock Exchange. These transactions reflect the company’s commitment to employee benefit schemes and may enhance stakeholder confidence in its operational strategies.

The most recent analyst rating on (GB:N91) stock is a Sell with a £1.25 price target. To see the full list of analyst forecasts on Ninety One stock, see the GB:N91 Stock Forecast page.

Executive/Board ChangesBusiness Operations and Strategy
Ninety One Announces Key Board Changes
Positive
Jun 4, 2025

Ninety One has announced significant changes to its board of directors. Colin Keogh, an independent non-executive director, will retire following the upcoming Annual General Meeting in July 2025. Charles Harman, with extensive investment banking experience, will join the board as an independent non-executive director and will be part of the Audit and Risk Committee and the Human Capital and Remuneration Committee. Additionally, Busisiwe Mabuza will become the Senior Independent Director and Chair of the Human Capital and Remuneration Committee, while Khumo Shuenyane will take over as Chair of the Sustainability, Social and Ethics Committee. These changes are expected to strengthen Ninety One’s governance and strategic oversight.

The most recent analyst rating on (GB:N91) stock is a Sell with a £1.25 price target. To see the full list of analyst forecasts on Ninety One stock, see the GB:N91 Stock Forecast page.

Stock BuybackBusiness Operations and Strategy
Ninety One Announces Share Repurchase as Part of Strategic Program
Positive
Jun 4, 2025

Ninety One plc announced the repurchase of 144,683 of its ordinary shares, which will be cancelled, as part of its ongoing share repurchase program. This move is likely aimed at optimizing the company’s capital structure and potentially enhancing shareholder value, reflecting a strategic decision to manage its equity base effectively.

The most recent analyst rating on (GB:N91) stock is a Sell with a £1.25 price target. To see the full list of analyst forecasts on Ninety One stock, see the GB:N91 Stock Forecast page.

DividendsBusiness Operations and StrategyFinancial Disclosures
Ninety One Sees Improved Second Half in Challenging Year
Neutral
Jun 4, 2025

Ninety One reported its financial results for the year ending March 2025, highlighting a challenging year with improved performance in the second half. The company experienced net outflows of £4.9 billion, a significant improvement from the previous year’s £9.4 billion. Assets under management increased by 4% to £130.8 billion, driven by positive market and foreign exchange impacts. Despite a slight decline in adjusted operating profit and earnings per share, the company maintained a robust operating profit margin of 31.2% and proposed a final dividend of 6.8 pence per share. The company remains optimistic about future demand for its offerings amidst ongoing economic uncertainties.

The most recent analyst rating on (GB:N91) stock is a Sell with a £1.25 price target. To see the full list of analyst forecasts on Ninety One stock, see the GB:N91 Stock Forecast page.

Stock BuybackBusiness Operations and Strategy
Ninety One Announces Share Repurchase as Part of Capital Management Strategy
Neutral
Jun 3, 2025

Ninety One plc has announced the repurchase of 150,000 of its ordinary shares as part of its share repurchase programme initiated in March 2025. The repurchased shares, acquired through Citigroup Global Markets Limited, will be cancelled, reflecting the company’s ongoing efforts to manage its capital structure and potentially enhance shareholder value.

The most recent analyst rating on (GB:N91) stock is a Sell with a £1.25 price target. To see the full list of analyst forecasts on Ninety One stock, see the GB:N91 Stock Forecast page.

Regulatory Filings and Compliance
Ninety One Announces Total Voting Rights Update
Neutral
Jun 2, 2025

Ninety One plc announced that its total issued ordinary share capital consists of 615,492,346 shares, each carrying one voting right. This disclosure is in accordance with the FCA’s rules and provides shareholders with the necessary information to determine their notification obligations regarding changes in their shareholding.

The most recent analyst rating on (GB:N91) stock is a Sell with a £1.25 price target. To see the full list of analyst forecasts on Ninety One stock, see the GB:N91 Stock Forecast page.

Stock BuybackBusiness Operations and Strategy
Ninety One Announces Share Repurchase
Positive
May 30, 2025

Ninety One plc announced the repurchase of 150,000 of its ordinary shares, as part of its share repurchase programme initiated in March 2025. The shares were bought through Citigroup Global Markets Limited and will be cancelled, reflecting the company’s strategic efforts to manage its capital structure and potentially enhance shareholder value.

The most recent analyst rating on (GB:N91) stock is a Sell with a £1.25 price target. To see the full list of analyst forecasts on Ninety One stock, see the GB:N91 Stock Forecast page.

Stock BuybackBusiness Operations and Strategy
Ninety One plc Executes Share Repurchase to Enhance Shareholder Value
Positive
May 29, 2025

Ninety One plc has announced the repurchase of 60,619 of its ordinary shares through Citigroup Global Markets Limited, as part of its share repurchase program initiated in March 2025. This strategic move is aimed at enhancing shareholder value and reflects the company’s commitment to optimizing its capital structure.

The most recent analyst rating on (GB:N91) stock is a Sell with a £1.25 price target. To see the full list of analyst forecasts on Ninety One stock, see the GB:N91 Stock Forecast page.

Stock BuybackBusiness Operations and Strategy
Ninety One Announces Share Repurchase as Part of Capital Strategy
Positive
May 23, 2025

Ninety One plc has announced the repurchase of 179,334 of its ordinary shares, which will be cancelled, as part of its share repurchase programme initiated in March 2025. This move is part of the company’s strategy to manage its capital structure and potentially enhance shareholder value, reflecting its proactive approach to financial management.

The most recent analyst rating on (GB:N91) stock is a Sell with a £1.25 price target. To see the full list of analyst forecasts on Ninety One stock, see the GB:N91 Stock Forecast page.

Stock BuybackBusiness Operations and Strategy
Ninety One Announces Share Repurchase
Positive
May 22, 2025

Ninety One plc announced the repurchase of 170,000 of its ordinary shares as part of its share repurchase program. This move is part of a strategy to manage the company’s capital structure and potentially enhance shareholder value, reflecting the company’s ongoing commitment to its financial strategy.

The most recent analyst rating on (GB:N91) stock is a Sell with a £1.25 price target. To see the full list of analyst forecasts on Ninety One stock, see the GB:N91 Stock Forecast page.

Stock BuybackBusiness Operations and Strategy
Ninety One PLC Announces Share Repurchase as Part of Capital Optimization Strategy
Positive
May 21, 2025

Ninety One plc announced the repurchase of 170,000 of its ordinary shares, which were acquired through Citigroup Global Markets Limited. This move is part of the company’s ongoing share repurchase program initiated in March 2025, aimed at enhancing shareholder value and optimizing the capital structure.

The most recent analyst rating on (GB:N91) stock is a Sell with a £1.25 price target. To see the full list of analyst forecasts on Ninety One stock, see the GB:N91 Stock Forecast page.

Stock BuybackBusiness Operations and Strategy
Ninety One Announces Share Repurchase as Part of Capital Optimization Strategy
Positive
May 19, 2025

Ninety One plc has announced the repurchase of 163,615 of its ordinary shares, which were bought through Citigroup Global Markets Limited. This action is part of the company’s share repurchase programme initiated in March 2025, aiming to optimize its capital structure and potentially enhance shareholder value.

The most recent analyst rating on (GB:N91) stock is a Sell with a £1.25 price target. To see the full list of analyst forecasts on Ninety One stock, see the GB:N91 Stock Forecast page.

Stock BuybackBusiness Operations and Strategy
Ninety One Announces Share Repurchase as Part of Capital Management Strategy
Positive
May 16, 2025

Ninety One plc announced the repurchase of 175,000 of its ordinary shares on 15 May 2025, as part of its ongoing share repurchase program. 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.

The most recent analyst rating on (GB:N91) stock is a Sell with a £1.25 price target. To see the full list of analyst forecasts on Ninety One stock, see the GB:N91 Stock Forecast page.

Stock Buyback
Ninety One Enhances Shareholder Value with Share Repurchase
Positive
May 15, 2025

Ninety One plc has announced the repurchase of 173,082 of its ordinary shares, as part of its ongoing share repurchase program initiated in March 2025. This move is expected to enhance shareholder value and optimize the company’s capital structure, reflecting its commitment to returning capital to shareholders.

The most recent analyst rating on (GB:N91) stock is a Hold with a £188.00 price target. To see the full list of analyst forecasts on Ninety One stock, see the GB:N91 Stock Forecast page.

Stock BuybackBusiness Operations and Strategy
Ninety One plc Executes Share Repurchase
Positive
May 14, 2025

Ninety One plc announced the repurchase of 181,912 of its ordinary shares on 13 May 2025, as part of its ongoing share repurchase program initiated in March 2025. The shares were bought through Citigroup Global Markets Limited and will be cancelled, reflecting the company’s strategy to optimize its capital structure and potentially enhance shareholder value.

The most recent analyst rating on (GB:N91) stock is a Sell with a £1.25 price target. To see the full list of analyst forecasts on Ninety One stock, see the GB:N91 Stock Forecast page.

Stock BuybackBusiness Operations and Strategy
Ninety One Announces Share Repurchase as Part of Capital Management Strategy
Positive
May 9, 2025

Ninety One plc has announced the repurchase of 203,904 of its ordinary shares through Citigroup Global Markets Limited, as part of its share repurchase programme initiated in March 2025. This move is part of the company’s strategy to manage its capital structure and potentially enhance shareholder value, reflecting its commitment to maintaining a strong market position.

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

Ninety One plc announced the repurchase of 220,000 of its ordinary shares, as part of a 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.

Regulatory Filings and Compliance
Ninety One Announces Disposal of Beneficial Interest in Securities
Neutral
May 7, 2025

Ninety One Limited announced the disposal of a beneficial interest in its securities by Fairtree Asset Management, reducing its holding from 5.02% to 4.97%. This notification complies with the Companies Act and JSE Listings Requirements, and the necessary filings have been made with the Takeover Regulation Panel. The board of directors confirms the accuracy of the information provided.

Stock Buyback
Ninety One Executes Share Repurchase to Enhance Market Position
Positive
May 7, 2025

Ninety One plc has repurchased 220,000 of its ordinary shares as part of its share repurchase programme announced in March 2025. This move, executed through Citigroup Global Markets Limited, is expected to impact the company’s market positioning by potentially enhancing shareholder value through the cancellation of these shares.

Stock BuybackBusiness Operations and Strategy
Ninety One Announces Share Repurchase
Neutral
May 6, 2025

Ninety One plc announced the repurchase of 150,000 of its ordinary shares on 02 May 2025, as part of its ongoing share repurchase program. 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.

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.

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.

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.

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.

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.

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.

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: Jul 24, 2025