| Breakdown | TTM | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 4.63B | 5.42B | 4.63B | -4.04B | 4.69B | 3.46B |
| Gross Profit | 2.82B | 5.37B | 1.26B | -4.15B | 4.56B | 3.35B |
| EBITDA | 107.00M | 108.00M | 163.00M | 144.00M | 160.00M | 162.00M |
| Net Income | -1.00M | -34.00M | 42.00M | 175.00M | 154.00M | 88.00M |
Balance Sheet | ||||||
| Total Assets | 67.78B | 62.45B | 53.34B | 46.42B | 50.74B | 67.37B |
| Cash, Cash Equivalents and Short-Term Investments | 66.34B | 60.94B | 51.86B | 45.13B | 49.34B | 1.61B |
| Total Debt | 274.00M | 275.00M | 279.00M | 290.00M | 299.00M | 319.00M |
| Total Liabilities | 66.37B | 61.02B | 51.83B | 44.87B | 49.00B | 65.49B |
| Stockholders Equity | 1.41B | 1.42B | 1.52B | 1.55B | 1.74B | 1.88B |
Cash Flow | ||||||
| Free Cash Flow | 5.62B | 4.58B | 2.11B | 1.67B | 3.06B | 1.41B |
| Operating Cash Flow | 5.63B | 4.58B | 2.11B | 1.67B | 3.07B | 1.44B |
| Investing Cash Flow | -5.26B | -4.41B | -1.91B | -1.51B | -2.63B | -1.48B |
| Financing Cash Flow | -110.00M | -108.00M | -123.00M | -452.00M | -298.00M | -295.00M |
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
76 Outperform | £2.35B | 16.92 | 12.23% | 5.98% | -10.85% | -42.02% | |
76 Outperform | £1.88B | 29.57 | 4.75% | 5.15% | 14.05% | -3.07% | |
72 Outperform | £1.15B | 23.55 | 24.70% | 3.11% | -4.17% | -6.46% | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
67 Neutral | £1.25B | 15.60 | 9.75% | 10.47% | -28.89% | -12.14% | |
66 Neutral | $2.36B | ― | -0.05% | 3.37% | -28.04% | -102.43% | |
65 Neutral | £2.19B | 25.13 | 49.89% | 2.43% | 17.97% | 25.51% |
Quilter plc announced the acquisition of ordinary shares by two of its Non-executive Directors, Chris Hill and Alison Morris. This transaction, involving purchases on the London Stock Exchange, reflects a potential vote of confidence in the company’s performance and future prospects by its leadership, potentially impacting stakeholder perceptions positively.
Quilter plc has announced that Christopher Samuel, a Non-executive Director of the company, has been appointed as an Independent Non-executive Director of Oakley Capital Investments Limited, effective November 17, 2025. This appointment is significant as Mr. Samuel is expected to take on the role of Chair at Oakley Capital Investments Limited in March 2026, potentially strengthening the strategic leadership and governance of the investment firm.
Quilter plc announced that during its 2025 Annual General Meeting, resolution 16 concerning political donations passed, despite 22.28% opposition. The company engaged with South African shareholders to clarify the resolution’s purpose, highlighting the sensitivity of business-politics links in South Africa. Quilter emphasized that it does not intend to make political donations, but seeks authorization to prevent inadvertent breaches of UK law. This precautionary measure aims to maintain legal compliance across jurisdictions, ensuring effective shareholder communication.
Quilter plc announced that Marcus Brookes, the Chief Investment Officer and Managing Director of Quilter Investors, sold 60,000 ordinary shares at a price of £1.84414 per share on the London Stock Exchange. This transaction may reflect strategic financial decisions by the company’s management and could influence investor perceptions regarding the company’s stock performance.
Quilter plc has reported a strong performance for the third quarter of 2025, with net inflows exceeding £2 billion for the third consecutive quarter. The company’s assets under management and administration (AuMA) reached £134.8 billion, marking a 7% increase from the previous quarter. The Affluent segment showed significant growth, with a 19% increase in gross inflows year-on-year, while the High Net Worth segment maintained solid business momentum. Quilter’s performance underscores its strong market positioning and ability to capitalize on the growing UK wealth market, despite potential policy changes in the upcoming UK Budget.
Quilter plc announced that Penny Cole, the Chief People Officer and a Person Discharging Managerial Responsibilities, sold 100,000 ordinary shares at £1.784 per share on October 13, 2025. This transaction, conducted on the London Stock Exchange, highlights a significant movement of shares by a key executive, which may have implications for investor sentiment and the company’s stock performance.
Quilter plc has announced significant changes to its Board of Directors as part of its succession planning. Andrew Ross will join as an independent Non-executive Director from January 2026, bringing extensive experience in wealth and asset management. Additionally, Chris Hill and Alison Morris have been appointed as Chairs of the Board Remuneration and Board Audit Committees, respectively. These changes reflect Quilter’s commitment to managing Board tenure and supporting business growth, enhancing its strategic oversight capabilities.
Quilter plc announced that Stephen Gazard, the Chief Distribution Officer and a Person Discharging Managerial Responsibilities, sold 145,000 ordinary shares at a price of £1.649 per share on the London Stock Exchange. This transaction may indicate strategic financial decisions by the company’s management and could have implications for shareholder perceptions and market positioning.
Quilter plc announced the granting of an award to John Goddard, the Chief Executive Officer for High Net Worth, under the Quilter Performance Share Plan. This award consists of nil-cost options over 209,909 ordinary shares, reflecting Quilter’s commitment to incentivizing its leadership and aligning their interests with those of the shareholders.