Shares Magazine
447.00p-0.50 (-0.11%)31 Jan 2025, 17:15
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AJ Bell PLC Fundamentals
| Company Name | AJ Bell PLC | Last Updated | 2025-01-31 |
|---|---|---|---|
| Industry | Asset Management | Sector | Financial Services |
| Shares in Issue | 410.527 m | Market Cap | £1.84 bn |
| PE Ratio | 21.98 | Dividend per Share | £0.12 |
| Dividend Yield | 2.8 | Dividend Cover | 1.77 |
| EPS | £0.20 | EPS Growth (%) | 0.23 |
| PEG | 0 | DPS Growth (%) | 0.4215 |
| Debt Ratio | 0.0459 | Debt Equity Ratio | 0.0565 |
| Asset Equity Ratio | 1.4162 | Cash Equity Ratio | 0.9640 |
| Quick Ratio | 3.7535 | Current Ratio | 3.75 |
| Price To Book Value | 8.9928 | ROCE | 0 |
AJ Bell PLC Dividends
| Type | Ex-Date | Pay Date | Currency | Net Dividend | Year Total |
|---|---|---|---|---|---|
| Prelim | 2025-01-09 | 2025-02-07 | GBP | 0.0825 | |
| Interim | 2024-06-06 | 2024-06-28 | GBP | 0.0425 | |
| Prelim | 2024-01-11 | 2024-02-09 | GBP | 0.0725 | |
| Interim | 2023-06-08 | 2023-06-30 | GBP | 0.0350 | |
| Prelim | 2023-01-19 | 2023-02-17 | GBP | 0.0459 | |
| Interim | 2022-06-09 | 2022-07-01 | GBP | 0.0278 |
AJ Bell PLC Company Financials
| Assets | 2024 | 2023 | 2022 |
|---|---|---|---|
| Tangible Assets | £15.54 m | £14.61 m | £15.60 m |
| Intangible Assets | £14.53 m | £14.42 m | £15.77 m |
| Investments | 0 | 0 | 0 |
| Total Fixed Assets | £31.62 m | £29.52 m | £31.98 m |
| Stocks | 0 | 0 | 0 |
| Debtors | £51.73 m | £49.64 m | £42.61 m |
| Cash & Equivalents | £196.65 m | £146.30 m | £84.03 m |
| Other Assets | 0 | 0 | 0 |
| Total Assets | £288.88 m | £234.32 m | £165.48 m |
| Liabilities | 2024 | 2023 | 2022 |
|---|---|---|---|
| Creditors within 1 year | £70.80 m | £55.25 m | £17.69 m |
| Creditors after 1 year | £14.10 m | £13.03 m | £14.40 m |
| Other Liabilities | 0 | 0 | 0 |
| Total Liabilities | £84.89 m | £68.28 m | £32.09 m |
| Net assets | £203.99 m | £166.04 m | £133.39 m |
| Equity | 2024 | 2023 | 2022 |
|---|---|---|---|
| Called up share capital | £52,000.00 | £52,000.00 | £51,000.00 |
| Share Premium | £8.96 m | £8.96 m | £8.93 m |
| Profit / Loss | £113.28 m | £87.66 m | £58.41 m |
| Other Equity | £203.99 m | £166.04 m | £133.39 m |
| Preference & Minorities | 0 | 0 | 0 |
| Total Capital Employed | £203.99 m | £166.04 m | £133.39 m |
| Ratios | 2024 | 2023 | 2022 |
|---|---|---|---|
| Debt Ratio | £0.06 | £0.09 | 0 |
| Debt-to-Equity | £0.07 | £0.09 | 0 |
| Assets / Equity | 1.4162 | 1.4162 | 1.4162 |
| Cash / Equity | 0.9640 | 0.9640 | 0.9640 |
| EPS | £0.20 | £0.17 | £0.11 |
| Cash Flow | 2024 | 2023 | 2022 |
|---|---|---|---|
| Cash from operating activities | £96.29 m | £101.41 m | £45.80 m |
| Cashflow before financing | £46.39 m | £63.38 m | -£6.80 m |
| Increase in Cash | £50.35 m | £62.27 m | -£9.98 m |
| Income | 2024 | 2023 | 2022 |
|---|---|---|---|
| Turnover | £269.44 m | £218.23 m | £163.85 m |
| Cost of sales | 0 | 0 | 0 |
| Gross Profit | 0 | 0 | 0 |
| Operating Profit | £107.28 m | £86.22 m | £58.98 m |
| Pre-Tax profit | £113.28 m | £87.66 m | £58.41 m |
AJ Bell PLC Company Background
| Sector | Financial Services |
|---|---|
| Activities | AJ Bell PLC is an investment platform in the United Kingdom. The Group has a single operating segment being investment services in the advised and D2C space administering investments in SIPPs, ISAs and General Investment / Dealing Accounts. SIPPs and ISAs, Lifetime ISA, and junior products. The company generates revenue from Recurring ad valorem which includes custody fees, interest income and investment management fees; and transactional. Company earns its revenue from itsdomicile country United Kingdom. |
| Latest Interim Date | 23 May 2024 |
| Latest Fiscal Year End Date | 5 Dec 2024 |
AJ Bell PLC Directors
| Appointed | Name | Position |
|---|---|---|
| 2023-05-01 | Baroness Helena Louise Morrissey DBE | Non-Executive Director,Chairman |
| 2024-12-05 | Ms. Fiona Jane Clutterbuck | Non-Executive Director,Chairman |
| 2024-12-12 | Ms. Evelyn Brigid Bourke | Non-Executive Director,Senior Independent Director |
| 2024-12-05 | Ms. Julie Chakraverty | Non-Executive Director |
| 2021-12-17 | Ms. Laura Martine Carstensen | Non-Executive Director |
| 2024-12-05 | Mr. Leslie Michael Platts | Non-Executive Director |
| 2023-12-07 | Mr. Andrew James Bell | Executive Director,Chief Executive Officer |
| 2024-12-05 | Mr. Michael Thomas Summersgill | Executive Director,Chief Executive Officer |
| 2024-12-05 | Mr. Eamonn Michael Flanagan | Non-Executive Director |
| 2024-03-28 | Mr. Simon Turner | Non-Executive Director |
| 2024-12-31 | Mr. Roger Stott | Executive Director,Chief Operating Officer |
| 2024-12-19 | Mr. Peter Birch | Executive Director,Chief Financial Officer |
AJ Bell PLC Contact Details
| Company Name | AJ Bell PLC |
|---|---|
| Address | 4 Exchange Quay, Salford Quays, Manchester, M5 3EE |
| Telephone | +44 3454089100 |
| Website | https://www.ajbell.co.uk |
AJ Bell PLC Advisors
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Market Overview
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Risers/fallers data from previous trading day.