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AJ Bell stock

AJB.L
GB00BFZNLB60
A2PAS5

Price

4.24
Today +/-
+0.05
Today %
+0.95 %

AJ Bell stock price

%
Weekly
Details

Price

ⓘ

Overview

The Quote Chart provides detailed and dynamic insights into the AJ Bell stock's performance, showcasing daily, weekly, or monthly aggregated quotes. Users can switch between different time frames to analyze the stock's progression meticulously and make informed investment decisions.

Intraday Feature

The intraday feature provides real-time data, allowing investors to view the AJ Bell stock’s price fluctuations within the trading day, facilitating timely and strategic investment decisions.

Total Return and Relative Price Change

View the total return of the AJ Bell stock to gauge its profitability over time. The relative price change, based on the first quote available in the selected timeframe, offers insights into the stock’s performance, assisting in evaluating its investment potential.

Interpretation and Investment

Utilize the comprehensive data presented in the Quote Chart to analyze AJ Bell's market trends, price movements, and potential returns. Make informed investment choices by comparing different time frames and evaluating intraday data for optimized portfolio management.

AJ Bell Stock Price History

DateAJ Bell Price
3/3/20254.24 undefined
2/28/20254.20 undefined
2/27/20254.23 undefined
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2/18/20254.35 undefined
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2/14/20254.34 undefined
2/13/20254.35 undefined
2/12/20254.30 undefined
2/11/20254.39 undefined
2/10/20254.43 undefined
2/7/20254.38 undefined
2/6/20254.41 undefined
2/5/20254.44 undefined
2/4/20254.45 undefined
2/3/20254.43 undefined

AJ Bell Revenue, EBIT, Net Income

  • 3 years

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  • Max

Revenue
EBIT
Net Income
Details

Revenue, EBIT and Profit

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Understanding Revenue, EBIT, and Income

Gain insights into AJ Bell, a comprehensive overview of its financial performance can be obtained by analyzing the Revenue, EBIT, and Income chart. Revenue represents the total income generated by AJ Bell from its primary operations, showcasing the company’s ability to attract and retain clients. EBIT, or Earnings Before Interest and Taxes, indicates the company’s operational profitability, free from the influence of tax and interest expenses. The Income section reflects AJ Bell’s net earnings, an ultimate measure of its financial health and profitability.

Yearly Analysis and Comparisons

Observe the yearly bars to understand the annual performance and growth of AJ Bell. Compare the Revenue, EBIT, and Income to evaluate the company’s efficiency and profitability. A higher EBIT compared to the previous year suggests an improvement in operational efficiency. Likewise, an increase in Income indicates enhanced overall profitability. Analyzing the year-to-year comparison assists investors in understanding the company’s growth trajectory and operational efficiency.

Utilizing Expectations for Investment

The expected values for the forthcoming years offer investors a glimpse into AJ Bell’s anticipated financial performance. Analyzing these projections alongside historical data aids in making informed investment decisions. Investors can gauge the potential risks and returns, aligning their investment strategies accordingly to optimize profitability and mitigate risks.

Investment Insights

Leveraging the comparison between Revenue and EBIT helps in assessing AJ Bell’s operational efficiency, while the Revenue and Income comparison reveals the net profitability after accounting for all expenses. Investors can derive valuable insights by meticulously analyzing these financial parameters, laying the foundation for strategic investment decisions aimed at capitalizing on AJ Bell’s growth potential.

AJ Bell Revenue, EBIT and net profit per share

DateAJ Bell RevenueAJ Bell EBITAJ Bell Net Income
2029e346.5 M undefined0 undefined0 undefined
2028e387.13 M undefined159.47 M undefined123.96 M undefined
2027e357.6 M undefined142.7 M undefined111.06 M undefined
2026e326.93 M undefined129.75 M undefined100.02 M undefined
2025e303.69 M undefined121.61 M undefined94.68 M undefined
2024269.44 M undefined107.28 M undefined84.3 M undefined
2023218.23 M undefined86.22 M undefined68.22 M undefined
2022163.85 M undefined58.98 M undefined46.74 M undefined
2021145.83 M undefined56.2 M undefined43.82 M undefined
2020126.75 M undefined49.24 M undefined38.83 M undefined
2019104.9 M undefined37.41 M undefined30.35 M undefined
201889.69 M undefined28.26 M undefined22.65 M undefined
201775.58 M undefined21.78 M undefined17.57 M undefined
201664.47 M undefined17.09 M undefined13.44 M undefined
201557.04 M undefined15.39 M undefined12.33 M undefined
201453.5 M undefined15.9 M undefined12.5 M undefined

AJ Bell Income Statement, Balance Sheet, Cash Flow Statement

  • Simple

  • Expanded

  • Income Statement

  • Balance Sheet

  • Cashflow

 
REVENUE (M)REVENUE GROWTH (%)GROSS MARGIN (%)GROSS INCOME (M)NET INCOME (M)NET INCOME GROWTH (%)DIV. ()DIV. GROWTH (%)SHARES (M)DOCUMENTS
201420152016201720182019202020212022202320242025e2026e2027e2028e2029e
5357647589104126145163218269303326357387346
-7.5512.2817.1918.6716.8521.1515.0812.4133.7423.3912.647.599.518.40-10.59
307.55285.96254.69217.33183.15156.73129.37100.00100.0074.7760.5953.8050.0045.6642.1247.11
00000001451630000000
1212131722303843466884941001111230
--8.3330.7729.4136.3626.6713.166.9847.8323.5311.906.3811.0010.81-
----------------
----------------
406.7406.73406.73406.73406.73406.5410.07410.89411.73412.65414.3500000
----------------
Details

Keystats

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Revenue and Growth

The AJ Bell Revenue and Revenue Growth are pivotal to understanding the company's financial health and operational efficiency. A consistent increase in revenue indicates a company’s ability to effectively market and sell its products or services, while the revenue growth percentage offers insights into the pace at which the company is expanding over the years.

Gross Margin

The Gross Margin is a crucial metric that showcases the percentage of revenue exceeding the cost of goods sold (COGS). A higher gross margin is indicative of a company’s efficiency in controlling its production costs, thereby promising potential profitability and financial stability.

EBIT and EBIT Margin

EBIT (Earnings Before Interest and Taxes) and EBIT Margin offer deep insights into a company’s profitability, excluding the impacts of interest and taxes. Investors often assess these metrics to gauge the operational efficiency and inherent profitability of a business, separate from its financial structure and tax environment.

Income and Growth

Net Income and its subsequent growth are quintessential for investors looking to understand a company’s profitability. Consistent income growth underscores a company’s ability to enhance its profitability over time, reflecting operational efficiency, strategic competitiveness, and financial health.

Shares Outstanding

Shares outstanding refer to the total number of shares a company has issued. It's instrumental in calculating key metrics like Earnings Per Share (EPS) which is pivotal for investors to evaluate a company’s profitability on a per-share basis, offering a more granular view of financial health and valuation.

Interpreting Year to Year Comparison

Comparing yearly data allows investors to identify trends, assess the company’s growth, and anticipate potential future performance. Analyzing how metrics like revenue, income, and margins change year over year can provide valuable insights into the company’s operational efficiency, competitiveness, and overall financial health.

Expectations and Predictions

Investors often juxtapose the current and past financial data with the market’s expectations. This comparison aids in assessing whether the AJ Bell is performing as anticipated, underperforming or outperforming the market predictions, providing pivotal data for investment decisions.

 
ASSETSCASH BALANCE (M)RECEIVABLES (M)OTHER REC. (M)INVENTORIES (M)OTHER CURRENT LIAB. (M)CURRENT ASSETS (M)TANGIBLE ASSETS (M)LONG-T. INVEST. (M)LONG-T. REC. (M)INTANGIBLE ASSETS (M)GOODWILL (M)OTHER NON-CURRENT ASSETS (M)NON-CURRENT ASSETS (M)TOTAL ASSETS (M)LIABILITIESCOMMON STOCK (k)ADDITIONAL PAID-IN CAPITAL (M)RETAINED EARNINGS (M)OTHER EQUITY (M)UNREAL. GAINS/LOSSES (M)EQUITY (M)LIABILITIES (M)PROVISIONS (M)OTHER SHORT-TERM LIAB. (M)SHORT-TERM DEBTS (M)LONG-TERM DEBT PORTION (M)SHORT-TERM REC. (M)LONG-T. LIAB. (M)DEFERRED TAXES (k)OTHER LIAB. (M)LONG-T. LIABILITIES (M)DEBT (M)TOTAL CAPITAL (M)
20142015201620172018201920202021202220232024
                     
33.236.3239.5142.1449.769.0786.3897.0684.03146.3196.65
48.548.0377.756.252.21723.1317.0224.1736.2840.74
0005.094.22.714.5212.0618.4813.3712.07
00000000000
6.36.48810.8313.673.252.95.386.828.867.81
8890.83125.2664.3169.7792.02116.95131.52133.5204.81257.27
1.21.21.273.994.434.0617.7516.6815.614.6115.54
00000000000
000000028.8439.4600
8.36.85.023.843.122.451.996.018.787.437.54
21.963.663.663.663.663.666.996.996.996.99
00.050.050.230.371.0910.940.610.481.55
11.510.019.9911.7211.5911.2724.459.4671.4429.5231.62
99.5100.84135.2576.0381.36103.29141.34190.98204.94234.32288.88
                     
040404042515151515252
1.11.912.232.814.417.678.468.668.938.968.96
48.350.3251.9258.5260.9579.49102.1122.74124.89159.4197.02
00000000000
00000000000
49.452.2754.1961.3665.487.21110.61131.45133.87168.41206.04
42.239.6769.290.821.050.990.920.580.140.960.46
4.96.37.988.939.86.869.19.5812.5848.558.48
21.92.363.824.366.013.964.133.414.2610.4
00000000000
0.10.110.080.080.30.341.321.711.571.541.45
49.247.9779.713.6315.5114.215.31617.6955.2570.8
0.20.110.030.070.430.2315.0213.8912.410.8711.72
2000000000000
0.50.491.730.971.382.791.551.5522.172.37
0.90.61.761.041.813.0316.5715.4314.413.0314.1
50.148.5781.4614.6717.3217.2331.8731.4332.0968.2984.89
99.5100.84135.6576.0382.72104.44142.49162.88165.95236.7290.93
Details

Balance Sheet

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Understanding the Balance Sheet

The balance sheet of AJ Bell provides a detailed financial snapshot, revealing the company's assets, liabilities, and equity at a specific point in time. Analyzing these components is crucial for investors looking to understand AJ Bell's financial health and stability.

Assets

AJ Bell's assets represent everything the company owns or controls that has monetary value. These are categorized into current and non-current assets, offering insights into the company's liquidity and long-term investments.

Liabilities

Liabilities are obligations that AJ Bell must settle in the future. Analyzing the ratio of liabilities to assets provides insights into the company's financial leverage and risk exposure.

Equity

Equity refers to the residual interest in the assets of AJ Bell after deducting liabilities. It represents the owners’ claim on the company’s assets and earnings.

Year-to-Year Analysis

Comparing balance sheet figures year-to-year allows investors to identify trends, growth patterns, and potential financial risks, facilitating informed investment decisions.

Interpreting the Data

Detailed analysis of assets, liabilities, and equity can provide investors with comprehensive insights into AJ Bell's financial standing, aiding in investment evaluations and risk assessments.

 
NET INCOME (M)DEPRECIATION (M)DEFERRED TAXES (M)CHANGES IN WORKING CAPITAL (M)NON-CASH ITEM (M)PAID INTEREST (M)PAID TAXES (M)NET CASH FLOW FROM OPERATING ACTIVITIES (M)CAPITAL EXPENDITURES (M)CASH FLOW FROM INVESTING ACTIVITIES (M)CASH FLOW FROM OTHER INVESTING ACTIVITIES (M)INTEREST INCOME AND EXPENSES (M)NET DEBT CHANGE (M)NET CHANGE IN EQUITY (M)CASH FLOW FROM FINANCING ACTIVITIES (M)CASH FLOW FROM OTHER FINANCING ACTIVITIES ()TOTAL DIVIDENDS PAID (M)NET CHANGE IN CASH FLOW (M)FREE CASH FLOW (M)SHARE-BASED COMPENSATION (M)
2014201520162017201820192020202120222023
12121317223038434668
2222123334
0000000000
-6-4-4-8-1-9-16-19-208
33445914161519
0000000000
43345511111119
111315162832394445101
-100-300-1-3-3-3
-100-3000-6-3-1
0000000-202
0000000000
000000-1-1-1-1
000003000-1
-9-9-11-10-20-12-21-30-52-38
----------1.00
-10-10-11-10-20-14-19-29-50-33
0332719177-962
10.3512.5514.8712.8827.8931.1938.6341.1342.4297.91
0000000000

AJ Bell stock margins

The AJ Bell margin analysis displays the gross margin, EBIT margin, as well as the profit margin of AJ Bell. The EBIT margin (EBIT/sales) indicates the percentage of sales that remains as operating profit. The profit margin shows the percentage of sales that remains for AJ Bell.

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Gross margin
EBIT margin
Profit margin
Details

Margin

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Understanding Gross Margin

The gross margin, expressed as a percentage, delineates the gross profit made from the AJ Bell's sales revenue. A higher gross margin percentage indicates that the AJ Bell retains more revenue after accounting for the costs of goods sold. Investors use this metric to gauge financial health and operational efficiency, as well as to compare it with competitors and industry averages.

EBIT Margin Analysis

EBIT margin represents the AJ Bell's earnings before interest and taxes. Analyzing the EBIT margin over different years provides insights into the operational profitability and efficiency, excluding the effects of financial leverage and tax structure. A growing EBIT margin over the years signifies improving operational performance.

Revenue Margin Insights

The revenue margin demonstrates the AJ Bell's total revenue generated. When comparing the revenue margin year over year, investors can gauge the AJ Bell's growth and market expansion. It is essential to compare the revenue margin with the gross and EBIT margins to understand the cost and profit structures better.

Interpreting Expectations

The expected values for gross, EBIT, and revenue margins provide future financial outlook of the AJ Bell. Investors should compare these expectations with historical data to understand potential growth and risk factors. It is crucial to consider the underlying assumptions and methodologies used in projecting these expected values to make informed investment decisions.

Comparative Analysis

Comparing the gross, EBIT, and revenue margins, both yearly and over multiple years, enables investors to perform a comprehensive analysis of the AJ Bell's financial health and growth prospects. Evaluating the trends and patterns in these margins helps in identifying strengths, weaknesses, and potential investment opportunities.

AJ Bell Margin History

AJ Bell Gross marginAJ Bell Profit marginAJ Bell EBIT marginAJ Bell Profit margin
2029e99.53 %0 %0 %
2028e99.53 %41.19 %32.02 %
2027e99.53 %39.9 %31.06 %
2026e99.53 %39.69 %30.59 %
2025e99.53 %40.04 %31.18 %
202499.53 %39.82 %31.29 %
202399.53 %39.51 %31.26 %
202299.53 %36 %28.53 %
202199.46 %38.54 %30.05 %
202099.53 %38.85 %30.63 %
201999.53 %35.66 %28.93 %
201899.53 %31.5 %25.25 %
201799.53 %28.81 %23.25 %
201699.53 %26.52 %20.85 %
201599.53 %26.98 %21.62 %
201499.53 %29.72 %23.36 %

AJ Bell Stock Sales Revenue, EBIT, Earnings per Share

The AJ Bell earnings per share therefore indicates how much revenue AJ Bell has generated per share in a given period. The earnings before interest and taxes per share shows how much of the operating profit corresponds to each share. The earnings per share indicates how much of the profit belongs to each share.

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Sales per Share
EBIT per share
Earnings per Share
Details

Revenue, EBIT and Earnings per share

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Revenue Per Share

Revenue per share represents the total revenue AJ Bell earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates AJ Bell's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of AJ Bell’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating AJ Bell's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

AJ Bell Revenue, EBIT and net profit per share

DateAJ Bell Sales per ShareAJ Bell EBIT per shareAJ Bell Earnings per Share
2029e0.84 undefined0 undefined0 undefined
2028e0.94 undefined0 undefined0.3 undefined
2027e0.87 undefined0 undefined0.27 undefined
2026e0.8 undefined0 undefined0.24 undefined
2025e0.74 undefined0 undefined0.23 undefined
20240.65 undefined0.26 undefined0.2 undefined
20230.53 undefined0.21 undefined0.17 undefined
20220.4 undefined0.14 undefined0.11 undefined
20210.35 undefined0.14 undefined0.11 undefined
20200.31 undefined0.12 undefined0.09 undefined
20190.26 undefined0.09 undefined0.07 undefined
20180.22 undefined0.07 undefined0.06 undefined
20170.19 undefined0.05 undefined0.04 undefined
20160.16 undefined0.04 undefined0.03 undefined
20150.14 undefined0.04 undefined0.03 undefined
20140.13 undefined0.04 undefined0.03 undefined

AJ Bell business model

AJ Bell PLC is an English financial services company that was founded in 1995 and is headquartered in Manchester. The company offers a wide range of investment, trading, and administration solutions to various clients, from individual investors to financial experts. The history of AJ Bell began when the two founders, Andy Bell and Nicholas Littlefair, recognized that the English had lower pension benefits compared to their continental neighbors. As a result, AJ Bell focused on providing unique pension products. Over the years, the company has become one of the largest providers of online investment platforms in the United Kingdom. AJ Bell's business model focuses on operating online trading and investment platforms and selling financial products. The company operates based on the principles of low costs and customer orientation. Additionally, AJ Bell also offers an extensive range of services to support customers in managing their portfolios, including solutions for custody management, asset management, and retirement planning. AJ Bell is divided into four major divisions, each catering to the specific needs of its customers. First, there is AJ Bell Youinvest, one of the leading online investment platforms in the United Kingdom. It offers a seamless online platform for trading stocks, funds, bonds, and other investment products. With AJ Bell Youinvest, customers can formulate their own investment strategies to achieve attractive returns. AJ Bell Investcentre is considered one of the most innovative wealth management platforms in the United Kingdom. The platform provides a central hub for wealth managers and professional investors. With a variety of tools and features, investment strategies can be calculated and optimized for making immediate investments. AJ Bell Platinum is a wealth management platform for high net worth individuals. It offers a range of investment strategies tailored to the individual needs of customers. The platform is focused on providing a personalized service, and customers can expect expert advice at any time. AJ Bell Retirement Solutions is an innovative platform for retirement and pension plans. Individuals and employers can find comprehensive solutions for their retirement planning and management, including investment management and pension administration services, as well as technical support for building and managing a retirement portfolio. Numerous awards underscore the quality of solutions that AJ Bell offers its customers. Most recently, the company received eight awards at the 2020 Investment Week Awards, including the award for the best online platform for direct investment. Overall, AJ Bell PLC has experienced strong growth and currently has customer assets of over £55 billion. With its excellent platform and comprehensive expertise in wealth management, AJ Bell is one of the leading financial services companies in the United Kingdom. AJ Bell is one of the most popular companies on Eulerpool.com.

AJ Bell SWOT Analysis

Strengths

AJ Bell PLC has a strong market presence in the investment management industry, supported by its established brand and reputation.

The company enjoys a diversified customer base, ranging from individual investors to financial advisors and institutions, providing a stable source of revenue.

AJ Bell PLC has a robust and scalable technology platform, allowing for efficient operations and enhanced customer experience.

Weaknesses

The company relies heavily on the UK market, making it susceptible to fluctuations in the domestic economy and regulatory changes.

AJ Bell PLC's success is dependent on retaining and attracting skilled professionals in the investment management sector, which may pose challenges in a competitive hiring market.

The company faces intense competition from both traditional financial institutions and emerging fintech startups, putting pressure on fees and profitability.

Opportunities

AJ Bell PLC can capitalize on the increasing demand for digital investment platforms, as more individuals seek convenient and low-cost ways to manage their investments.

Expanding into international markets presents growth opportunities for the company, helping to diversify revenue streams and reduce reliance on the UK market.

The growing trend towards responsible and sustainable investing provides a chance for AJ Bell PLC to develop and offer tailored products and services catering to this market segment.

Threats

Uncertainty surrounding Brexit and potential changes in financial regulations could impact AJ Bell PLC's business operations and cross-border activities.

Market volatility and economic downturns pose risks to the company's assets under management and investment returns, which may affect customer confidence and loyalty.

Continued advancements in technology may lead to increased competition and disruption in the investment management industry, requiring AJ Bell PLC to adapt and innovate consistently.

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AJ Bell Eulerpool Fair Value

Details

Fair Value

ⓘ

Understanding Fair Value

The fair value of a stock provides insights into whether the stock is currently undervalued or overvalued. It is calculated based on profit, revenue, or dividends and offers a comprehensive perspective of the stock’s intrinsic value.

Income-Based Fair Value

This is calculated by multiplying the earnings per share by the average P/E ratio of the selected past years for smoothing. If the fair value is higher than the current market price, it suggests that the stock is undervalued.

Example 2022

Fair Value Profit 2022 = Earnings per Share 2022 / Average P/E Ratio 2019 - 2021 (3 Years Smoothing)

Revenue-Based Fair Value

It is derived by multiplying the revenue per share by the average price-to-sales ratio of the selected past years for smoothing. An undervalued stock is identified if the fair value exceeds the ongoing market price.

Example 2022

Fair Value Revenue 2022 = Revenue per Share 2022 / Average PSR 2019 - 2021 (3 Years Smoothing)

Dividend-Based Fair Value

This value is determined by dividing the dividend per share by the average dividend yield of the selected past years for smoothing. A higher fair value than the market price indicates an undervalued stock.

Example 2022

Fair Value Dividend 2022 = Dividend per Share 2022 * Average Dividend Yield 2019 - 2021 (3 Years Smoothing)

Expectations and Forecasts

Future expectations provide potential trajectories for stock prices and aid investors in decision-making. The expected values are forecasted figures of fair value, taking into account the growth or decline trends of profit, revenue, or dividend.

Comparative Analysis

Comparing the fair value based on profit, revenue, and dividend provides a holistic overview of the stock’s financial health. Observing the annual and per-annual variations contributes to understanding the consistency and reliability of stock performance.

AJ Bell historical P/E ratio, EBIT multiple, and P/S ratio

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AJ Bell shares outstanding

The number of shares was AJ Bell in 2024 — This indicates how many shares 414.353 M is divided into. Since shareholders are the owners of a company, each share represents a small portion of the company's ownership.

  • 3 years

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Number of stocks
Details

Revenue, EBIT and Earnings per share

ⓘ

Revenue Per Share

Revenue per share represents the total revenue AJ Bell earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates AJ Bell's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of AJ Bell’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating AJ Bell's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

AJ Bell dividend history and estimates

In 2024, AJ Bell paid a dividend amounting to 0.11 GBP. Dividend means that AJ Bell distributes a portion of its profits to its owners.

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  • Max

Dividend
Dividend (Estimate)
Details

Dividend

ⓘ

Dividend Overview

The dividend per year chart for AJ Bell provides a comprehensive view of the annual dividends distributed to shareholders. Analyze the trend to understand the consistency and growth in dividend payouts over the years.

Interpretation and Use

A consistent or increasing trend in dividends can indicate the company's profitability and financial health. Investors can use this data to identify AJ Bell’s potential for long-term investment and income generation through dividends.

Investment Strategy

Incorporate the dividend data in evaluating AJ Bell's overall performance. A thorough analysis, considering other financial aspects, will help in making informed investment decisions for optimal capital growth and income generation.

AJ Bell Dividend History

DateAJ Bell Dividend
2029e0.12 undefined
2028e0.12 undefined
2027e0.12 undefined
2026e0.12 undefined
2025e0.12 undefined
20240.11 undefined
20230.08 undefined
20220.07 undefined
20210.17 undefined
20200.05 undefined
20190.02 undefined

AJ Bell dividend payout ratio

In 2024, AJ Bell had a payout ratio of 103.43%. The payout ratio indicates the percentage of the company's profits that AJ Bell distributes as dividends.

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Payout ratio
Details

Payout ratio

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What is Yearly Payout Ratio?

The yearly payout ratio for AJ Bell represents the proportion of earnings paid out as dividends to shareholders. It is an indicator of the company's financial health and stability, illustrating how much profit is being returned to investors versus being reinvested back into the company.

How to Interpret the Data

A lower payout ratio for AJ Bell could mean that the company is reinvesting more into its growth, whereas a higher ratio indicates more earnings are being distributed as dividends. Investors seeking regular income might prefer companies with a higher payout ratio, while those looking for growth may opt for companies with a lower ratio.

Using the Data for Investments

Evaluate AJ Bell's payout ratio in conjunction with other financial metrics and performance indicators. A sustainable payout ratio, coupled with strong financial health, can indicate a reliable dividend payout. However, a very high ratio might suggest the company is not sufficiently reinvesting in its future growth.

AJ Bell Payout Ratio History

DateAJ Bell Payout ratio
2029e92.86 %
2028e91.14 %
2027e94.21 %
2026e93.24 %
2025e85.96 %
2024103.43 %
202390.33 %
202264.13 %
2021155.84 %
202051.01 %
201920.09 %
201890.33 %
201790.33 %
201690.33 %
201590.33 %
201490.33 %
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Unfortunately, there are currently no price targets and forecasts available for AJ Bell.

Eulerpool ESG Scorecard© for the AJ Bell stock

Eulerpool World ESG Rating (EESG©)

49/ 100

🌱 Environment

27

👫 Social

74

🏛️ Governance

48

Environment

Scope 1 - Direct Emissions
223
Scope 2 - Indirect emissions from purchased energy
136
Scope 3 - Indirect emissions within the value chain
9,858
Total CO₂ emissions
359
CO₂ reduction strategy
Coal energy
Nuclear power
Animal experiments
Fur & Leather
Pesticides
Palm Oil
Tobacco
Genetically modified organisms
Climate concept
Sustainable forestry
Recycling regulations
Environmentally friendly packaging
Hazardous substances
Fuel consumption and efficiency
Water consumption and efficiency

Social

Percentage of female employees38
Percentage of women in management
Percentage of Asian employees
Share of Asian management
Percentage of Hispanic/Latino employees
Hispano/Latino Management share
Percentage of Black employees
Black Management Share
Percentage of white employees80
White Management Share83
Adult content
Alcohol
Weapons
Firearms
Gambling
Military contracts
Human rights concept
Privacy concept
Occupational health and safety
Catholic

Governance (Corporate Governance)

Environmental reporting
Stakeholder Engagement
Call Back Policies
Antitrust law

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AJ Bell shareholders

%
Name
Stocks
Change
Date
18.83932 % Bell (Andrew James)77,305,271-8,763,3925/24/2024
10.12391 % Liontrust Investment Partners LLP41,542,459-1,034,7799/9/2024
3.69976 % Baillie Gifford & Co.15,181,615-386,4715/24/2024
3.68964 % Ninety One UK Limited15,140,081-577,1235/24/2024
2.95436 % Kayne Anderson Rudnick Investment Management, LLC12,122,918-299,0386/3/2024
2.40766 % Brown Capital Management, LLC9,879,57347,8195/24/2024
2.23766 % abrdn Investment Management Limited9,182,0293,281,96210/1/2024
2.09605 % Lyons (Fergus John)8,600,945-349,0552/8/2024
1.92562 % The Vanguard Group, Inc.7,901,59439,3935/24/2024
1.72293 % Liontrust Portfolio Management Limited7,069,8771,712,2515/24/2024
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AJ Bell Executives and Management Board

Mr. Michael Summersgill

AJ Bell Chief Executive Officer, Executive Director (since 2011)
Compensation 941,000

Mr. Peter Birch

AJ Bell Chief Financial Officer, Executive Director (since 2022)
Compensation 650,000

Mr. Roger Stott

AJ Bell Chief Operating Officer, Executive Director
Compensation 551,000

Ms. Fiona Clutterbuck

(65)
AJ Bell Non-Executive Independent Chairman of the Board
Compensation 94,000

Ms. Evelyn Bourke

AJ Bell Senior Non-Executive Independent Director
Compensation 63,000
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AJ Bell Supply Chain

NameRelationshipTwo-week correlationOne-month correlationThree-Month CorrelationSix-Month CorrelationOne Year CorrelationTwo-Year Correlation
Coral Products Stock
Coral Products
SupplierCustomer -0,19-0,830,05-0,50-0,49
Liontrust Asset Mgmt Stock
Liontrust Asset Mgmt
SupplierCustomer0,84-0,600,720,940,880,15
Bushveld Minerals Stock
Bushveld Minerals
SupplierCustomer0,47-0,620,82-0,290,340,54
Sylvania Platinum Stock
Sylvania Platinum
SupplierCustomer0,36-0,600,48-0,150,410,02
BlackRock Stock
BlackRock
SupplierCustomer0,12-0,610,840,960,920,07
Dianomi Stock
Dianomi
SupplierCustomer0,05-0,800,350,820,32
Staffline Group Stock
Staffline Group
SupplierCustomer0,03-0,780,270,550,67-0,15
Amur Minerals Stock
Amur Minerals
SupplierCustomer-0,18-0,820,190,240,07-0,02
1

Most common questions regarding AJ Bell

What values and corporate philosophy does AJ Bell represent?

AJ Bell PLC is a reputable company that upholds strong values and a clear corporate philosophy. Their commitment to integrity, transparency, and client-centricity sets them apart. AJ Bell PLC values trust and reliability, ensuring their clients receive optimal service in the financial industry. They prioritize long-term relationships with clients, aiming to provide innovative and personalized investment solutions. With a focus on delivering excellent customer experience and expertise, AJ Bell PLC strives to empower investors with the knowledge and tools necessary to achieve their financial goals.

In which countries and regions is AJ Bell primarily present?

AJ Bell PLC is primarily present in the United Kingdom.

What significant milestones has the company AJ Bell achieved?

Some significant milestones achieved by AJ Bell PLC include its initial public offering (IPO) on the London Stock Exchange in 2018, raising £169.3 million in funds. In 2020, the company surpassed £50 billion in assets under administration, showcasing growth and success in managing investments. AJ Bell has won numerous industry awards, including the "Best Platform for SIPPs" and "Best SIPP Provider" at the 2020 Moneyfacts Investment Life & Pensions Awards. Additionally, the company has consistently delivered strong financial results, attracting investors and establishing itself as a reputable and trusted financial services provider in the UK.

What is the history and background of the company AJ Bell?

AJ Bell PLC is a reputable investment and savings platform, serving both retail and institutional clients. Founded in 1995 by Andy Bell, the company has since grown into one of the UK's largest providers of online investment platforms. AJ Bell offers a wide range of investment options, including stocks, shares, ISAs, pensions, and more. With a commitment to providing cost-effective and innovative solutions, AJ Bell has garnered a strong reputation in the financial industry. Its solid track record and dedication to customer satisfaction position AJ Bell PLC as a trustworthy and reliable choice for investors seeking a comprehensive investment platform.

Who are the main competitors of AJ Bell in the market?

The main competitors of AJ Bell PLC in the market are Hargreaves Lansdown, Interactive Investor, and Close Brothers.

In which industries is AJ Bell primarily active?

AJ Bell PLC is primarily active in the financial services industry. With a focus on providing investment platforms, stockbroking, and discretionary fund management services, AJ Bell has established its presence as a leading player in the industry. The company offers services to both retail and institutional clients, facilitating investment in a wide range of assets, including stocks, shares, funds, and pensions. With its comprehensive suite of products and services, AJ Bell aims to empower individuals and institutions to make informed investment decisions and achieve their financial goals.

What is the business model of AJ Bell?

The business model of AJ Bell PLC is centered around providing investment platforms and online trading services. AJ Bell operates as a low-cost investment platform, enabling individuals to buy, sell, and hold a wide range of investments such as shares, funds, and bonds. The company generates revenues through a combination of platform charges, transaction fees, and management fees. AJ Bell aims to empower its customers by offering a user-friendly online platform, competitive pricing, and access to a comprehensive suite of investment tools and resources. Through its business model, AJ Bell strives to facilitate efficient and affordable investing for both individual investors and financial advisers.

What is the P/E ratio of AJ Bell 2025?

The AJ Bell P/E ratio is 18.53.

What is the P/S ratio of AJ Bell 2025?

The AJ Bell P/S ratio is 5.78.

What is the Quality Investing of AJ Bell?

The Quality Investing for AJ Bell is 10/10.

What is the revenue of AJ Bell 2025?

The expected AJ Bell revenue is 303.69 M GBP.

How high is the profit of AJ Bell 2025?

The expected AJ Bell profit is 94.68 M GBP.

What is the business model of AJ Bell

AJ Bell PLC is a UK-based company that operates as a financial services provider. The company offers a variety of investment products and services, including online trading, investment platforms, asset management, and more. One of the main pillars of AJ Bell's business model is the investment platform, which allows investors to invest in a wide range of assets and instruments, including stocks, funds, ETFs, and bonds. Customers can either make their own investment decisions or be advised by a professional asset manager. The platform also offers an automated investment service called AJ Bell Investcentre, which helps customers create and manage their portfolio based on their goals and risk tolerance. Another important sector of AJ Bell's business is asset management, where high-quality financial products are developed and managed by experienced asset managers. Asset management includes both traditional investment products such as investment funds and a range of alternative investment products such as real estate, hedge funds, and private equity funds. Asset management primarily targets wealthy investors seeking customized, personalized asset management. AJ Bell also offers a range of services to asset managers, advisors, and professional investors. This includes white-label solutions that allow providers of investment management platforms to create their own platforms using AJ Bell's technology and expertise. The company also provides investment research services and back-office support to help asset managers create portfolios and manage client relationships. Another important sector of AJ Bell is online trading, which provides investors with a user-friendly way to buy and sell stocks and other financial instruments. The company also provides customers with access to international stock markets and enables trading of US ETFs and securities. AJ Bell PLC is a publicly traded company listed on the London Stock Exchange. The company was founded in 1995 and is headquartered in Manchester. It also has a customer service center there that provides support to investors. AJ Bell serves over 232,000 customers and has assets under management of around £52 billion (as of August 2021). In summary, AJ Bell's business model is based on providing investment products and services to investors. The company offers a range of investment platforms, asset management, online trading, and service solutions for asset managers and advisors. AJ Bell aims to provide customers with a personalized and user-friendly experience tailored to their needs and goals. Answer: AJ Bell is a UK-based company that offers financial services such as investment platforms, asset management, and online trading. It aims to provide personalized and user-friendly solutions for investors, asset managers, and advisors.

What is the AJ Bell dividend?

AJ Bell pays a dividend of 0.07 GBP distributed over payouts per year.

How often does AJ Bell pay dividends?

The dividend cannot currently be calculated for AJ Bell or the company does not pay out a dividend.

What is the AJ Bell ISIN?

The ISIN of AJ Bell is GB00BFZNLB60.

What is the AJ Bell WKN?

The WKN of AJ Bell is A2PAS5.

What is the AJ Bell ticker?

The ticker of AJ Bell is AJB.L.

How much dividend does AJ Bell pay?

Over the past 12 months, AJ Bell paid a dividend of 0.11 GBP . This corresponds to a dividend yield of about 2.72 %. For the coming 12 months, AJ Bell is expected to pay a dividend of 0.12 GBP.

What is the dividend yield of AJ Bell?

The current dividend yield of AJ Bell is 2.72 %.

When does AJ Bell pay dividends?

AJ Bell pays a quarterly dividend. This is distributed in the months of July, February, July, February.

How secure is the dividend of AJ Bell?

AJ Bell paid dividends every year for the past 0 years.

What is the dividend of AJ Bell?

For the upcoming 12 months, dividends amounting to 0.12 GBP are expected. This corresponds to a dividend yield of 2.78 %.

In which sector is AJ Bell located?

AJ Bell is assigned to the 'Finance' sector.

Wann musste ich die Aktien von AJ Bell kaufen, um die vorherige Dividende zu erhalten?

To receive the latest dividend of AJ Bell from 2/7/2025 amounting to 0.083 GBP, you needed to have the stock in your portfolio before the ex-date on 1/9/2025.

When did AJ Bell pay the last dividend?

The last dividend was paid out on 2/7/2025.

What was the dividend of AJ Bell in the year 2024?

In the year 2024, AJ Bell distributed 0.081 GBP as dividends.

In which currency does AJ Bell pay out the dividend?

The dividends of AJ Bell are distributed in GBP.

All fundamentals about AJ Bell

Our stock analysis for AJ Bell Revenue stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of AJ Bell Revenue. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.