Tatton Asset Management Plc (GB:TAM)
LSE:TAM
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Tatton Asset Management Plc
(LSE:TAM)
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Rating:74Outperform
Price Target:
690.00 p
▲(9.18% Upside)
Action:ReiteratedDate:12/07/25
Tatton Asset Management Plc's strong financial performance and positive corporate events are the primary drivers of its overall score. While the technical analysis suggests some bearish trends, the company's robust financial health and positive insider activity provide a solid foundation for future growth. The valuation is reasonable, offering a balance between growth potential and income through dividends.
Positive Factors
Very low leverage and strong capital base
Extremely low leverage and a high equity ratio materially lower financial distress risk and preserve strategic optionality. A strong capital base plus 31.9% ROE supports reinvestment or shareholder returns while maintaining balance sheet resilience over the medium term.
Negative Factors
Revenue sensitivity to AUM and adviser flows
Revenue and cash generation depend structurally on AUM levels and third-party adviser distribution. This makes earnings exposed to market-driven valuation changes and adviser retention dynamics, limiting revenue visibility and increasing variability across medium-term cycles.
Read all positive and negative factors
Positive Factors
Negative Factors
Very low leverage and strong capital base
Extremely low leverage and a high equity ratio materially lower financial distress risk and preserve strategic optionality. A strong capital base plus 31.9% ROE supports reinvestment or shareholder returns while maintaining balance sheet resilience over the medium term.
Read all positive factors
Tatton Asset Management Plc (TAM) vs. iShares MSCI United Kingdom ETF (EWC)
Market Cap
£377.62M
Dividend Yield3.21%
Average Volume (3M)102.05K
Price to Earnings (P/E)12.1
Beta (1Y)0.46
Revenue Growth20.46%
EPS Growth9.72%
CountryUK
Employees103
SectorFinancial
Sector Strength70
IndustryAsset Management
Share Statistics
EPS (TTM)0.16
Shares Outstanding61,301,834
10 Day Avg. Volume150,222
30 Day Avg. Volume102,053
Financial Highlights & Ratios
PEG Ratio0.97
Price to Book (P/B)7.39
Price to Sales (P/S)8.25
P/FCF Ratio20.48
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
£875.00Price Target Upside38.45% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering1
EPS Forecast (FY)0.37
Revenue Forecast (FY)£58.90M
Tatton Asset Management Plc Business Overview & Revenue Model
Company Description
Tatton 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 mo...
How the Company Makes Money
TAM primarily makes money by charging ongoing fees for managing client assets under management (AUM) via its discretionary fund management and model portfolio services distributed through financial advisers. The core revenue stream is recurring ma...
Tatton Asset Management Plc Financial Statement Overview
Summary
Income Statement
85
Very Positive
Balance Sheet
80
Positive
Cash Flow
78
Positive
| Breakdown | TTM | Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 | Mar 2020 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 49.34M | 45.31M | 36.81M | 32.33M | 29.36M | 23.35M |
| Gross Profit | 25.10M | 45.31M | 36.81M | 32.33M | 29.36M | 23.35M |
| EBITDA | 23.64M | 22.85M | 18.47M | 17.78M | 12.54M | 8.23M |
| Net Income | 17.00M | 16.14M | 12.99M | 9.24M | 6.11M | 8.36M |
Balance Sheet | ||||||
| Total Assets | 66.89M | 62.44M | 52.46M | 51.95M | 41.35M | 31.55M |
| Cash, Cash Equivalents and Short-Term Investments | 35.30M | 33.25M | 24.94M | 26.62M | 21.86M | 17.10M |
| Total Debt | 1.21M | 848.00K | 659.00K | 268.00K | 539.00K | 743.00K |
| Total Liabilities | 10.97M | 11.89M | 9.13M | 10.16M | 10.30M | 7.10M |
| Stockholders Equity | 55.96M | 50.59M | 43.28M | 41.78M | 31.04M | 24.45M |
Cash Flow | ||||||
| Free Cash Flow | 18.88M | 18.25M | 13.66M | 12.91M | 13.35M | 8.47M |
| Operating Cash Flow | 19.05M | 18.75M | 14.02M | 13.23M | 13.64M | 8.82M |
| Investing Cash Flow | -1.22M | -1.00M | -1.55M | -470.00K | -3.11M | -509.00K |
| Financing Cash Flow | -10.69M | -10.47M | -14.12M | -7.98M | -5.75M | -4.13M |
Tatton Asset Management Plc Technical Analysis
Positive
632.00
Price Trends
614.12
Positive
643.34
Negative
674.23
Negative
Market Momentum
9.18
Negative
61.79
Neutral
53.72
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 632 is above the 20-day moving average (MA) of 588.90, above the 50-day MA of 614.12, and below the 200-day MA of 674.23, indicating a neutral trend. The MACD of 9.18 indicates Negative momentum. The RSI at 61.79 is Neutral, neither overbought nor oversold. The STOCH value of 53.72 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
UnderperformOutperform
Sector (68)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
79 Outperform | £648.01M | 5.68 | 30.00% | 8.73% | 7.71% | -7.39% | |
74 Outperform | £377.62M | 12.13 | 31.92% | 3.21% | 20.46% | 9.72% | |
74 Outperform | £771.28M | 8.25 | 11.49% | 2.70% | 16.37% | 58.77% | |
72 Outperform | £223.88M | 13.32 | 4.43% | 5.14% | 1.02% | -62.71% | |
70 Outperform | £2.09B | 17.89 | 4.75% | 4.91% | 2.02% | 69.06% | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
64 Neutral | £159.48M | 11.47 | 10.12% | 21.31% | -15.65% | -12.27% |
* Financial Sector Average
GB:TAM
Tatton Asset Management Plc
614.00
28.98
4.95%
GB:BRK
Brooks Macdonald
1,450.00
112.82
8.44%
GB:JUP
Jupiter Fund Management Plc
156.20
89.67
134.77%
GB:LIO
Liontrust Asset Management
266.00
-14.66
-5.22%
GB:POLR
Polar Capital Holdings
679.00
334.53
97.11%
GB:RAT
Rathbones Group PLC
2,035.00
560.53
38.02%
Tatton Asset Management Plc Corporate Events
Business Operations and StrategyFinancial Disclosures
Tatton Asset Management Grows AUM to £24.2bn and Targets Upper-End FY26 Results
Positive
Apr 15, 2026
Tatton Asset Management reported an 11.0% rise in total assets under management and influence to £24.2bn for the year to 31 March 2026, driven by strong underlying net inflows of £2.8bn and market gains of £2.5bn, despite a £3....
Regulatory Filings and Compliance
Tatton Asset Management CFO Increases Stake with Share Purchase
Positive
Mar 18, 2026
Tatton Asset Management has disclosed that its Chief Financial Officer, Paul Edwards, has purchased 17,855 ordinary shares in the company on 17 March 2026. Following this transaction, Edwards’ total holding has risen to 529,483 shares, repre...
Other
Tatton CIO Increases Stake with Purchase of Additional Shares
Positive
Mar 6, 2026
Tatton Asset Management plc disclosed that its Chief Investment Officer, Lothar Mentel, has purchased 1,757 ordinary shares in the company on 5 March 2026 on AIM at a price of 589.9p per share. Following this transaction, Mentel’s total hold...
Other
Tatton CIO Exercises Share Options, Increases Stake to 2.24%
Positive
Mar 5, 2026
Tatton Asset Management has disclosed that its Chief Investment Officer, Lothar Mentel, has exercised options over 19,500 ordinary shares under the company’s 2017 EMI Scheme. The shares were satisfied through the firm’s Employee Benefi...
Regulatory Filings and Compliance
Tatton CEO Trims Stake but Retains Major Holding in Asset Manager
Neutral
Feb 13, 2026
Tatton Asset Management has disclosed that its chief executive officer, Paul Hogarth, has sold 100,000 ordinary shares in the company at a price of 700 pence per share. Following the disposal, Hogarth remains a significant shareholder, retaining a...
Business Operations and StrategyRegulatory Filings and Compliance
Tatton Asset Management Fully Utilises Block Listing for 2022 SAYE Scheme
Neutral
Feb 2, 2026
Tatton Asset Management has provided an update on its existing block listing arrangements for shares issued under its 2022 Save As You Earn (SAYE) employee share scheme, confirming that all 19,929 previously unallotted securities covered by the bl...
Other
Tatton CEO’s Associate Increases Stake, Lifting Executive Holding to Nearly 15%
Positive
Jan 30, 2026
Tatton Asset Management plc has disclosed that Judith Hogarth, a person closely associated with chief executive Paul Hogarth, has purchased 1,528 ordinary shares in the company at a price of 654.24p per share. Following this transaction, Paul Hoga...
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.