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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:TAM

Tatton Asset Management Plc

(LSE:TAM)

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Outperform 73 (OpenAI - 4o)
Rating:73Outperform
Price Target:
803.00p
▲(10.91% Upside)
Tatton Asset Management Plc's strong financial performance, characterized by robust growth and efficient operations, is the primary driver of its stock score. Technical indicators suggest a positive trend, although short-term momentum is mixed. The valuation indicates the stock may be overvalued, which slightly tempers the overall score.

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 generates revenue primarily through management fees charged on the assets under management (AUM) in its various investment portfolios. These fees are typically based on a percentage of AUM and can vary depending on the specific investment strategy employed. In addition to management fees, TAM may also earn performance fees if certain investment performance benchmarks are achieved. The firm has established partnerships with financial advisers and wealth managers, which enhances its distribution capabilities and expands its client base, thereby contributing to its revenue growth. Additionally, TAM may benefit from ancillary services such as consulting or advisory fees, further diversifying its revenue streams.

Tatton Asset Management Plc Financial Statement Overview

Summary
Tatton Asset Management Plc exhibits strong financial health with impressive revenue and profit growth, efficient operations, and a robust balance sheet. The company maintains high profitability margins and low leverage, although cash flow from financing activities shows variability.
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.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue45.31M45.31M36.81M32.33M29.36M23.35M
Gross Profit0.0045.31M36.81M32.33M29.36M23.35M
EBITDA21.96M22.85M18.47M17.78M12.54M8.23M
Net Income16.14M16.14M12.99M9.24M6.11M8.36M
Balance Sheet
Total Assets62.44M62.44M52.46M51.95M41.35M31.55M
Cash, Cash Equivalents and Short-Term Investments33.25M33.25M24.94M26.62M21.86M17.10M
Total Debt848.00K848.00K659.00K268.00K539.00K743.00K
Total Liabilities11.89M11.89M9.13M10.16M10.30M7.10M
Stockholders Equity50.59M50.59M43.28M41.78M31.04M24.45M
Cash Flow
Free Cash Flow19.72M18.25M13.66M12.91M13.35M8.47M
Operating Cash Flow19.79M18.75M14.02M13.23M13.64M8.82M
Investing Cash Flow-2.04M-1.00M-1.55M-470.00K-3.11M-509.00K
Financing Cash Flow-10.47M-10.47M-14.12M-7.98M-5.75M-4.13M

Tatton Asset Management Plc Technical Analysis

Technical Analysis Sentiment
Positive
Last Price724.00
Price Trends
50DMA
712.88
Positive
100DMA
699.55
Positive
200DMA
661.10
Positive
Market Momentum
MACD
6.96
Negative
RSI
57.56
Neutral
STOCH
81.12
Negative
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 724 is above the 20-day moving average (MA) of 705.50, above the 50-day MA of 712.88, and above the 200-day MA of 661.10, indicating a bullish trend. The MACD of 6.96 indicates Negative momentum. The RSI at 57.56 is Neutral, neither overbought nor oversold. The STOCH value of 81.12 is Negative, 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 (68)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
81
Outperform
£523.42M14.9626.12%8.41%14.88%-14.09%
80
Outperform
£268.79M26.017.58%4.64%-13.29%63.87%
77
Outperform
£519.23M15.755.15%
73
Outperform
£440.40M27.6234.39%2.62%23.10%24.19%
71
Outperform
£746.24M12.857.11%2.88%-4.38%
70
Outperform
£196.37M11.8910.79%23.11%-14.24%
68
Neutral
$18.00B11.429.92%3.81%9.73%1.22%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:TAM
Tatton Asset Management Plc
724.00
37.64
5.48%
GB:BRK
Brooks Macdonald
1,745.00
189.07
12.15%
GB:JUP
Jupiter Fund Management Plc
149.40
73.02
95.60%
GB:LIO
Liontrust Asset Management
311.50
-78.85
-20.20%
GB:POLR
Polar Capital Holdings
547.00
99.17
22.14%
GB:FSG
Foresight Group Holdings Ltd.
469.50
31.12
7.10%

Tatton Asset Management Plc Corporate Events

Business Operations and StrategyRegulatory Filings and Compliance
Tatton Asset Management CEO Sells Shares to Employee Trust
Neutral
Oct 17, 2025

Tatton Asset Management Plc announced that its CEO, Paul Hogarth, has sold 400,000 ordinary shares to the company’s Employee Benefit Trust. Following this transaction, Hogarth retains a significant stake in the company, holding 14.82% of its issued share capital. This move is part of a broader strategy under the EU Market Abuse Regulation, ensuring transparency in managerial transactions.

The most recent analyst rating on (GB:TAM) stock is a Buy with a £803.00 price target. To see the full list of analyst forecasts on Tatton Asset Management Plc stock, see the GB:TAM Stock Forecast page.

Delistings and Listing ChangesRegulatory Filings and Compliance
Tatton Asset Management CEO Exercises Share Options, Increasing Stake
Neutral
Oct 15, 2025

Tatton Asset Management Plc announced that its CEO, Paul Hogarth, has exercised options over 348,036 ordinary shares, leading to the issuance of new shares. This transaction increases Hogarth’s stake to 15.47% of the company’s share capital, with the new shares expected to be admitted to trading on AIM by 17 October 2025, impacting the company’s total voting rights and share capital structure.

The most recent analyst rating on (GB:TAM) stock is a Buy with a £803.00 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 StrategyFinancial Disclosures
Tatton Asset Management Reports Strong Growth in H1 2025
Positive
Oct 14, 2025

Tatton Asset Management Plc reported strong performance for the six months ending 30 September 2025, with net inflows of £1.7 billion contributing to a 36.9% increase in assets under management (AUM) to £25.8 billion. The company has seen consistent growth in both revenue and profits, driven by organic net inflows and investment performance. Despite the upcoming conclusion of a partnership with Perspective Financial Group, Tatton continues to attract new IFA firms and deepen existing relationships, underscoring the resilience and scalability of its business model. Paradigm, its IFA support services division, also demonstrated resilience with increased mortgage completions and membership growth.

The most recent analyst rating on (GB:TAM) stock is a Hold with a £742.00 price target. To see the full list of analyst forecasts on Tatton Asset Management Plc stock, see the GB:TAM Stock Forecast page.

Other
Tatton Asset Management CFO Sells Shares
Neutral
Sep 5, 2025

Tatton Asset Management Plc announced that its Chief Financial Officer, Paul Edwards, has sold 27,180 ordinary shares following the exercise of options. This transaction leaves him with an interest in 511,628 shares, representing 0.84% of the company’s issued share capital. The sale is part of routine financial management and does not indicate any significant change in the company’s strategic direction or financial health.

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.

Delistings and Listing ChangesRegulatory Filings and Compliance
Tatton Asset Management Announces New Share Issuance and Block Listing
Neutral
Aug 29, 2025

Tatton Asset Management Plc has announced the exercise of options by its Chief Financial Officer, Paul Edwards, and other employees, resulting in the issuance of 189,937 new ordinary shares. These shares are set to be admitted for trading on AIM, with an expected admission date of 1 September 2025. Additionally, the company has applied for a block listing of 45,046 ordinary shares to meet the requirements of its 2022 Save As You Earn employee share scheme. This development will adjust the company’s total voting rights, impacting shareholder calculations under the FCA’s Disclosure Guidance and Transparency Rules.

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.

Delistings and Listing ChangesPrivate Placements and Financing
Tatton Asset Management Issues New Shares for Employee Options
Neutral
Aug 13, 2025

Tatton Asset Management Plc has announced the issuance of 73,936 new ordinary shares to satisfy employee options under its EMI Schemes. These shares will be admitted to trading on AIM, increasing the company’s total issued share capital to 60,738,744 ordinary shares, impacting shareholder calculations under FCA rules.

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 Strategy
Tatton Asset Management Appoints RBC Capital Markets as Joint Broker
Positive
Aug 12, 2025

Tatton Asset Management plc has announced the appointment of RBC Capital Markets as a Joint Corporate Broker, which will work alongside its existing corporate brokers. This strategic move is expected to enhance Tatton’s market positioning and strengthen its corporate advisory capabilities, potentially benefiting its stakeholders and improving its operational 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 StrategyPrivate Placements and Financing
Tatton Asset Management Invests in IFA Consolidation Vehicle
Positive
Aug 12, 2025

Tatton Asset Management Plc announced a cash commitment of up to £10 million to Carlos Topco Limited, a new entity aimed at consolidating UK Independent Financial Advisers. This investment, alongside contributions from Inflexion Private Equity Partners LLP and Tatton’s management, aims to ensure continuity and quality of service for IFAs joining larger groups, with Tatton maintaining its role as their investment manager of choice.

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 ChangesDividendsShareholder Meetings
Tatton Asset Management Announces AGM Results and Board Changes
Neutral
Jul 24, 2025

Tatton Asset Management plc announced that all resolutions at their Annual General Meeting were passed, including the reappointment of directors and auditors, and the approval of a final dividend. Additionally, the company announced a change in its board structure, with Chris Poil appointed as Chairman following Roger Cornick’s retirement, and other committee roles being reassigned.

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.

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: Oct 15, 2025