AJ Bell plc

AJ Bell plc

AJB.L
AJ Bell plcGB flagLondon Stock Exchange
626.50
GBp
-9.50
- -
2.47BMarket Cap
AJ Bell plc
AJB.L
(London Stock Exchange)

Recent

price

626.50

P/E

ratio

- -

div

yld

- -

ROIC.AI

2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
FRC
0.16
0.19
228.13
0.26
0.31
0.36
0.4
0.53
0.65
0.78
Revenue per Share
0.03
0.04
57.6
0.08
0.1
0.11
0.11
0.17
0.2
0.26
Basic EPS, GAAP
0.04
0.03
70.94
0.08
0.09
0.1
0.1
0.24
0.23
0.21
Free Cash Flow per Basic Share
0.03
0.03
51.11
0.04
0.05
0.07
0.12
0.08
0.12
0.13
Dividend per Share
0.13
0.14
155.13
0.2
0.25
0.3
0.3
0.39
0.48
0.51
Book Value per Share
0.11
0.13
145.62
0.2
0.25
0.29
0.29
0.37
0.46
0.49
Tangible Book Value per Share
407
407
- -
404
408
409
410
411
412
409
Basic Weighted Avg Shares
64
76
90
105
127
146
164
218
269
318
Sales/Revenue/Turnover
25.98
28.81
31.5
35.66
38.85
38.3
36
39.51
42.13
41.87
Operating Margin (%)
2
2
2
2
4
4
4
5
3
4
Depreciation Expense
13
18
23
30
39
44
47
68
84
105
Net Income, GAAP
20.66
19.46
20.15
19.48
20.02
20.45
19.98
22.18
25.59
23.73
Effective Tax Rate (%)
20.85
23.25
25.25
28.93
30.63
30.05
28.53
31.26
31.29
33.07
Profit Margin (%)
46
51
54
78
102
116
116
150
186
195
Working Capital
1
- -
- -
- -
15
14
12
11
12
10
LT Debt
54
61
64
86
109
131
133
166
204
217
Total Equity
- -
28.63
33.76
37.78
36.21
32.33
31.8
40.65
42.1
44.9
Return on Invested Capital (%)
- -
31.92
37.67
43.02
39.9
34.61
34.16
44.38
44.47
49.05
Return on Capital (%)
- -
31.8
37.89
43.2
42.74
38.96
37.73
47.98
47.29
51.74
Return on Common Equity (%)

Capital Structure

FRC

in mil. unless spec.
No data availableFinancial data will appear here once available

Working Capital

FRC

in mil. unless spec.
No data availableFinancial data will appear here once available

Growth Rates

FRC

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
- -
15.08%
6.6%
Free Cash Flow
- -
25.16%
-9.95%
Net Income, GAAP
- -
22.75%
24.71%
Sales/Revenue/Turnover
- -
20.41%
17.97%
Total Cash Common Dividend
- -
27.87%
10.28%

Quarterly Revenue

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
269
2025
- -
- -
- -
- -
318
2026
- -
- -
- -
- -
- -

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
0.2
2025
- -
- -
- -
- -
0.26
2026
- -
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
0.12
2025
- -
- -
- -
- -
0.13
2026
- -
- -
- -
- -
- -
Business
AJ Bell plc is a British investment platform and financial services company specializing in online investment platforms and stockbroking services. The company offers a diverse range of core products and services across several brands including direct-to-customer investment platforms providing low-cost self-invested personal pensions (SIPPs), individual savings accounts (ISAs), and dealing accounts; AJ Bell Investcentre, which serves customers via authorized financial advisers offering SIPPs, ISAs, and general investment accounts; AJ Bell Platinum, a provider of bespoke SIPP and small self-administered schemes (SSAS) with personalized services; and AJ Bell Securities, focusing on stockbroking activities. AJ Bell operates primarily in the United Kingdom market, providing investment administration, dealing, and custody services from its headquarters in Manchester. Founded in 1995 by Andrew (Andy) James Bell and Nicholas Littlefair, AJ Bell is publicly listed on the London Stock Exchange and is a constituent of the FTSE 250 Index. The company focuses on the asset management and financial services sector, targeting retail investors, financial advisers, and corporate pension schemes. In recent major corporate developments within the last two years, AJ Bell finalized the sale of its Platinum SIPP and SSAS business to InvestAcc Group in November 2025, transferring approximately £3.2 billion in assets under administration and 3,600 customers. This strategic divestment aligns with AJ Bell’s focus on its core platform business and enhances operational efficiency. In addition, the company has engaged in strategic partnerships to support growth initiatives, including a financing partnership with European asset manager Kartesia for inorganic growth opportunities. AJ Bell continues to invest strategically in product and technology development to accelerate user-friendly platform enhancements and brand visibility while maintaining its low-cost provider status. These initiatives support the company's growth trajectory despite market challenges and rising operating costs. AJ Bell's operations emphasize delivering a comprehensive range of low-cost investment products and wealth management solutions to individual investors and financial advisers, maintaining leadership in the UK’s growing online investment platform sector. The company’s ongoing strategic focus on technology, customer experience, and cost leadership positions it as a key player in the UK financial services landscape.

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