Business description: AJ Bell plc

AJ Bell Plc is a United Kingdom-based company, which provides investment platforms. The Company provides investment administration, dealing and custody services. The Company’s products include AJ Bell Dodl, AJ Bell Investcentre, AJ Bell and Touch. AJ Bell Investcentre is a platform, offering advisers and their clients service, easy-to-use functionality and a comprehensive investment range at competitive prices. Touch by AJ Bell helps advisers to streamline their businesses with investment solutions delivered and managed digitally on their clients’ smartphones. AJ Bell has been providing products and services to make investing easy and affordable. It provides full-service and simplified platform products operating in both the advised and direct to consumer (D2C) markets. Its core products are self-invested personal pension (SIPPs), individual savings account (ISAs) and dealing accounts. Its services include Stocks & shares ISA, Lifetime ISA, Junior ISA, Cash savings hub and others.

Number of employees: 1,550

Sales by Activity: AJ Bell plc

Fiscal Period: September 2021 (GBP) 2022 (GBP) 2023 (GBP) 2024 (GBP) 2025 (GBP)

Investment Services

15Cr 16Cr 22Cr 27Cr 32Cr

Geographical breakdown of sales: AJ Bell plc

Fiscal Period: September 2021 (GBP) 2022 (GBP) 2023 (GBP) 2024 (GBP) 2025 (GBP)

United Kingdom

15Cr 16Cr 22Cr 27Cr 32Cr

Executive Committee: AJ Bell plc

Manager TitleAgeSince
Chief Executive Officer 43 01/10/2022
Director of Finance/CFO 48 01/07/2022
Chief Tech/Sci/R&D Officer - 01/11/2019
Corporate Officer/Principal - 01/01/2008
Corporate Officer/Principal - 01/09/2021

Composition of the Board of Directors: AJ Bell plc

Director TitleAgeSince
Director/Board Member 43 01/07/2007
Director/Board Member 63 22/03/2018
Director/Board Member 65 01/09/2021
Director/Board Member 48 01/07/2022
Chairman 68 01/05/2023
Chairman 72 24/01/2014
Director/Board Member 67 07/12/2023
Director/Board Member 55 01/06/2024
Director/Board Member 64 01/05/2026

Shareholders: AJ Bell plc

NameEquities%Valuation
17.86 %
7,06,39,040 17.86 % 499 M p
Liontrust Investment Partners LLP
5.071 %
2,00,53,555 5.071 % 142 M p
Hargreaves Lansdown Fund Managers Ltd.
0.3665 %
14,49,105 0.3665 % 10 M p
0.3356 %
13,26,999 0.3356 % 9 M p
Unicorn Asset Management Ltd.
0.3351 %
13,25,000 0.3351 % 9 M p

Holdings: AJ Bell plc

NameEquities%Valuation
1,42,34,711 1.37% 3 M $

Company details: AJ Bell plc

AJ Bell Plc

4 Exchange Quay

M5 3EE, Manchester

+44 345 5432600

http://www.ajbell.co.uk
address AJ Bell plc(AJB)

Group companies: AJ Bell plc

NameCategory and Sector
Financial Conglomerates
Financial Conglomerates
Investment Banks/Brokers
Investment Banks/Brokers
Investment Managers

Diversified Investment Services

Change 5d. change 1-year change 3-years change Capi.($)
-0.58%-1.99%+12.28%+62.52% 276.74Cr
-0.64%+0.45%+14.68%+35.67% 6.47TCr
+1.01%+0.91%+55.46%+137.29% 1.25TCr
+0.14%-0.05%-19.43%+77.79% 1.2TCr
-0.42%-0.18%+17.99%+16.54% 741.47Cr
+0.96%-1.44%+11.38%+26.81% 681.13Cr
-2.74%-5.21%+5.37%+23.92% 475.05Cr
-2.19%-2.19%-42.26% - 487.69Cr
-2.11%-3.60%-10.65%+3.26% 467.72Cr
-3.83%-2.98%+5.15%+7.20% 383.21Cr
Average -1.10%-1.29%+5.00%+43.45% 1.24TCr
Weighted average by Cap. -0.61%+0.09%+11.64%+46.84%
Trader
Investor
Global
Quality
ESG MSCI
AA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
16
Last Close Price
5.195GBP
Average target price
5.566GBP
Spread / Average Target
+7.14%

Quarterly revenue - Rate of surprise