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Tatton Asset Management Plc (GB:TAM)
LSE:TAM
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Tatton Asset Management Plc (TAM) AI Stock Analysis

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GB

Tatton Asset Management Plc

(LSE:TAM)

Rating:78Outperform
Price Target:
8.00p
▼(-98.86%Downside)
Tatton Asset Management Plc demonstrates strong financial performance and positive technical indicators, indicating robust growth potential. The moderate valuation and positive corporate events further enhance the stock's attractiveness. However, caution is advised due to near overbought technical levels.

Tatton Asset Management Plc (TAM) vs. iShares MSCI United Kingdom ETF (EWC)

Tatton Asset Management Plc Business Overview & Revenue Model

Company DescriptionTatton Asset Management plc provides fund management, compliance consultancy, and technical support services to independent financial advisors in the United Kingdom. The company operates through two segments, Tatton and Paradigm. It also offers mortgage adviser support, and mortgage and insurance product distribution services. The company was incorporated in 2017 and is based in Wilmslow, the United Kingdom.
How the Company Makes MoneyTatton Asset Management Plc makes money through several key revenue streams. The primary source of income is its discretionary fund management service, where it earns fees based on a percentage of the assets under management (AUM). The company's platform services also contribute to revenue by facilitating efficient investment processes for financial advisers, often generating fees tied to platform usage or transactions. Additionally, TAM provides consultancy and support services to financial advisers, offering strategic partnerships and advisory solutions that further enhance its revenue. The company's financial performance is supported by strategic partnerships with financial advisers and institutions, enabling TAM to expand its reach and client base, thereby increasing its AUM and associated revenues.

Tatton Asset Management Plc Financial Statement Overview

Summary
Tatton Asset Management Plc exhibits strong financial health with consistent revenue growth, high profitability margins, and a solid balance sheet. The company maintains low leverage and efficient cash flow management, positioning it well for future growth.
Income Statement
85
Very Positive
Tatton Asset Management Plc has demonstrated robust revenue growth, with a CAGR of approximately 16% over the past five years. Gross profit margins consistently stand at 100%, reflecting efficient cost management. Net profit margin has improved to 35.6% in the latest year, up from 28.6% in the previous year, indicating enhanced profitability. EBIT and EBITDA margins are strong, showcasing operational efficiency.
Balance Sheet
80
Positive
The company maintains a healthy balance sheet with a debt-to-equity ratio of 0.02, signifying low leverage and reduced financial risk. The equity ratio is high at 81%, indicating a strong capital base. Return on equity has improved to 31.9%, reflecting the company's ability to generate substantial returns for shareholders. The firm’s liquidity and solvency positions are solid.
Cash Flow
78
Positive
Operating cash flow has shown consistent growth, supporting strong free cash flow generation. The free cash flow to net income ratio is high, indicating effective cash conversion. However, volatility in financing cash flow due to significant outflows might raise concerns over cash utilization strategies. Overall, cash flow management remains robust with strong operational cash generation.
BreakdownMar 2025Mar 2024Mar 2023Mar 2022Mar 2021
Income Statement
Total Revenue45.31M36.81M32.33M29.36M23.35M
Gross Profit45.31M36.81M32.33M29.36M23.35M
EBITDA22.85M18.47M17.78M12.54M8.23M
Net Income16.14M12.99M9.24M6.11M8.36M
Balance Sheet
Total Assets62.44M52.46M51.95M41.35M31.55M
Cash, Cash Equivalents and Short-Term Investments33.25M24.94M26.62M21.86M17.10M
Total Debt848.00K659.00K268.00K539.00K743.00K
Total Liabilities11.89M9.13M10.16M10.30M7.10M
Stockholders Equity50.59M43.28M41.78M31.04M24.45M
Cash Flow
Free Cash Flow18.25M13.66M12.91M13.35M8.47M
Operating Cash Flow18.75M14.02M13.23M13.64M8.82M
Investing Cash Flow-1.00M-1.55M-470.00K-3.11M-509.00K
Financing Cash Flow-10.47M-14.12M-7.98M-5.75M-4.13M

Tatton Asset Management Plc Technical Analysis

Technical Analysis Sentiment
Positive
Last Price704.00
Price Trends
50DMA
646.40
Positive
100DMA
625.73
Positive
200DMA
648.40
Positive
Market Momentum
MACD
15.30
Positive
RSI
62.84
Neutral
STOCH
62.22
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:TAM, the sentiment is Positive. The current price of 704 is above the 20-day moving average (MA) of 686.90, above the 50-day MA of 646.40, and above the 200-day MA of 648.40, indicating a bullish trend. The MACD of 15.30 indicates Positive momentum. The RSI at 62.84 is Neutral, neither overbought nor oversold. The STOCH value of 62.22 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:TAM.

Tatton Asset Management Plc Peers Comparison

Overall Rating
UnderperformOutperform
Sector (67)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
GBTAM
78
Outperform
£422.63M26.6434.39%3.84%23.10%24.19%
GBFSG
78
Outperform
£507.49M15.70
5.05%
GBBRK
77
Outperform
£277.97M15.5112.53%4.44%-9.19%174.56%
GBLIO
76
Outperform
£233.38M14.2010.79%32.80%-14.24%
67
Neutral
$16.88B11.729.78%4.17%11.83%-7.72%
GBJUP
67
Neutral
£667.55M10.558.03%6.70%0.37%
64
Neutral
£458.86M13.1426.12%9.57%18.08%22.78%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:TAM
Tatton Asset Management Plc
704.00
17.64
2.57%
GB:BRK
Brooks Macdonald
1,770.00
-155.53
-8.08%
GB:JUP
Jupiter Fund Management Plc
132.60
53.50
67.64%
GB:LIO
Liontrust Asset Management
373.00
-187.27
-33.42%
GB:POLR
Polar Capital Holdings
481.50
-49.16
-9.26%
GB:FSG
Foresight Group Holdings Ltd.
453.50
-22.17
-4.66%

Tatton Asset Management Plc Corporate Events

M&A TransactionsBusiness Operations and Strategy
Rathbones Acquires Significant Stake in Tatton Asset Management
Neutral
Jul 14, 2025

Tatton Asset Management Plc has announced a change in its voting rights structure following an acquisition by Rathbones Investment Management Ltd. Rathbones now holds 5.0794% of voting rights in Tatton, marking a significant position in the company’s shareholder structure. This acquisition could impact Tatton’s operational strategies and influence its market positioning, reflecting a potential shift in stakeholder dynamics.

The most recent analyst rating on (GB:TAM) stock is a Buy with a £800.00 price target. To see the full list of analyst forecasts on Tatton Asset Management Plc stock, see the GB:TAM Stock Forecast page.

Business Operations and StrategyRegulatory Filings and Compliance
Tatton Asset Management Announces Change in Major Holdings
Neutral
Jul 10, 2025

Tatton Asset Management Plc has announced a change in its major holdings, with BlackRock, Inc. now holding 11.95% of the voting rights in the company. This adjustment in ownership indicates a slight decrease from a previous position of 12.02%, reflecting BlackRock’s strategic management of its investment in Tatton. Such changes in major holdings can impact the company’s market perception and influence its strategic decisions, potentially affecting stakeholders and future operations.

The most recent analyst rating on (GB:TAM) stock is a Buy with a £850.00 price target. To see the full list of analyst forecasts on Tatton Asset Management Plc stock, see the GB:TAM Stock Forecast page.

Business Operations and StrategyRegulatory Filings and Compliance
Tatton Asset Management Announces Change in Major Holdings
Neutral
Jul 9, 2025

Tatton Asset Management Plc has announced a change in major holdings, with BlackRock, Inc. now holding a 12.02% voting right in the company. This change, resulting from an acquisition or disposal of voting rights, reflects BlackRock’s significant influence in the company, potentially impacting its strategic decisions and market positioning.

The most recent analyst rating on (GB:TAM) stock is a Buy with a £800.00 price target. To see the full list of analyst forecasts on Tatton Asset Management Plc stock, see the GB:TAM Stock Forecast page.

Business Operations and StrategyRegulatory Filings and Compliance
Tatton Asset Management Announces Share Option Exercise and Market Alignment
Neutral
Jun 26, 2025

Tatton Asset Management Plc has announced the exercise of options by certain PDMRs over 497,832 ordinary shares, with a portion of these shares being sold to meet shareholder demand. Following this transaction, the company’s issued share capital will consist of 60,573,908 ordinary shares, and the directors’ aggregate holdings have increased to 3.04% of the issued share capital, indicating a strategic move to align with market interests.

The most recent analyst rating on (GB:TAM) stock is a Buy with a £800.00 price target. To see the full list of analyst forecasts on Tatton Asset Management Plc stock, see the GB:TAM Stock Forecast page.

Executive/Board ChangesBusiness Operations and StrategyFinancial Disclosures
Tatton Asset Management Reports Strong Financial Growth and Strategic Progress
Positive
Jun 10, 2025

Tatton Asset Management Plc reported strong financial results for the year ended March 31, 2025, with a 23.1% increase in group revenue to £45.3 million and a 23.9% rise in adjusted operating profit to £22.9 million. The company achieved record net inflows of £3.7 billion, driving significant organic growth in assets under management (AUM) to £21.8 billion. Despite challenging market conditions, Tatton remains committed to its growth target of £30 billion AUM by 2029, supported by its resilient business model and strategic focus on the IFA market. The company also announced the upcoming retirement of its Chairman, Roger Cornick, highlighting a period of transition while maintaining confidence in its strategic direction.

The most recent analyst rating on (GB:TAM) stock is a Buy with a £700.00 price target. To see the full list of analyst forecasts on Tatton Asset Management Plc stock, see the GB:TAM Stock Forecast page.

Financial Disclosures
Tatton Asset Management Announces Investor and Analyst Presentations
Neutral
May 13, 2025

Tatton Asset Management Plc has announced upcoming presentations for investors and analysts regarding its final results for the year ending March 31, 2025. The company will host a conference call for equity analysts on June 10, 2025, and a live online presentation for investors on June 16, 2025, allowing stakeholders to engage and ask questions about the company’s performance.

The most recent analyst rating on (GB:TAM) stock is a Buy with a £700.00 price target. To see the full list of analyst forecasts on Tatton Asset Management Plc stock, see the GB:TAM Stock Forecast page.

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 08, 2025