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Tatton Asset Management Plc

Tatton Asset Management Plc

LLSE:TAM
668.00
GBX
+2.00
(+0.30%)
35.33BMarket Cap
Nov 20Next Earn
2015 Y
2016 Y
2017 Y
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
2026 Y
TTM
Revenue per Share
0.15
0.16
0.21
0.28
0.31
0.38
0.41
0.51
0.54
0.61
0.74
0.89
- -
Basic EPS, GAAP
0.04
0.04
0.02
0.04
0.09
0.15
0.11
0.16
0.22
0.21
0.26
0.31
- -
Free Cash Flow per Basic Share
0.04
0.06
0.06
0.04
0.1
0.15
0.15
0.23
0.22
0.21
0.3
0.37
- -
Dividend per Share
0.04
0.05
0.05
0.03
0.07
0.09
0.1
0.11
0.13
0.18
0.17
0.21
- -
Book Value per Share
0.06
0.08
0.04
0.24
0.27
0.32
0.42
0.53
0.7
0.72
0.84
0.91
0.91
Tangible Book Value per Share
0.01
0.03
-0.05
0.15
0.18
0.18
0.29
0.3
0.48
0.5
0.62
0.69
0.69
Basic Weighted Avg Shares
56
56
56
56
56
56
56
58
60
61
61
61
61
Sales/Revenue/Turnover
8
9
12
16
18
21
23
29
32
37
45
54
- -
Operating Margin (%)
36.52
32.83
37.38
35.73
33.82
40.78
32.15
39.62
50.89
47.96
45.98
44.69
- -
Depreciation Expense
- -
- -
- -
- -
- -
- -
1
1
1
1
1
1
- -
Net Income, GAAP
2
2
1
2
5
8
6
9
13
13
16
19
- -
Effective Tax Rate (%)
2.66
4.56
41.97
31.27
20.53
18.77
16.32
18.03
16.4
22.86
25.9
26.05
- -
Profit Margin (%)
26.54
26.45
9.72
14.68
27.73
39.14
26.17
31.48
41.37
35.28
35.62
34.61
- -
Working Capital
2
2
-2
9
10
10
15
19
23
22
29
30
30
LT Debt
- -
- -
- -
- -
- -
- -
- -
- -
- -
1
1
- -
- -
Total Equity
5
6
3
14
15
18
24
31
42
43
51
55
55
Return on Invested Capital (%)
- -
39.24
18.72
26.15
31.45
49.59
29.62
34.36
38
29.52
32.14
33.47
- -
Return on Capital (%)
- -
31.1
19.86
26.27
33.67
50.69
29.76
34.36
38.01
30.97
34.32
35.58
- -
Return on Common Equity (%)
- -
61.47
33.54
28.54
33.67
50.58
28.95
33.31
36.73
30.53
34.39
35.67
- -

Capital Structure

GBP

•

in mil. unless spec.
Mar'25
Sep'26
Mar'26
ST Debt
- -
- -
- -
LT Borrowings
- -
- -
- -
LT Finance Leases
1
- -
- -
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
60
61
61
Market Capitalization
368
424
353

Working Capital

GBP

•

in mil. unless spec.
Mar'25
Sep'26
Mar'26
Total Current Assets
40
45
43
Cash, Cash Equivalents & STI
33
35
35
Accounts Receivable, Net
- -
1
- -
Inventories
- -
- -
- -
Total Current Liabilities
11
10
13
Payables & Accruals
- -
- -
- -
ST Debt
- -
- -
- -
Deferred Revenue
- -
- -
- -

Growth Rates

GBP

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
45.45%
18.17%
8.89%
Free Cash Flow
29.13%
24.27%
25.41%
Net Income, GAAP
33.77%
26.81%
16.72%
Sales/Revenue/Turnover
19.74%
18.59%
20.14%
Total Cash Common Dividend
24.55%
19.47%
24.68%

Semi-annual Revenue

GBP

•

in mil. unless spec.

Year

H1
H2
FY
2024
- -
- -
37
2025
- -
- -
45
2026
- -
- -
54

Semi-annual Earnings Per Share

GBP

•

in mil. unless spec.

Year

H1
H2
FY
2024
- -
- -
0.21
2025
- -
- -
0.26
2026
- -
- -
0.31

Semi-annual Dividends Per Share

GBP

•

in mil. unless spec.

Year

H1
H2
FY
2024
- -
- -
0.18
2025
- -
- -
0.17
2026
- -
- -
0.21

Company Description

Company Profile APIChatGPT
CEO
Paul Henry Hogarth
Full Time Employees
123
Sector
Finance
Industry
Investment managers
Address
Paradigm House Wilmslow CQ United Kingdom SK9 3ND
IPO Date
Jul 6, 2017
Website
tattonassetmanagement.com
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Business
Tatton Asset Management plc Tatton Asset Management plc provides on-platform discretionary fund management and independent financial adviser (IFA) support services to directly authorised financial advisers across the UK. The company operates through two divisions: Tatton Investment Management, which offers managed portfolio services including Tatton Managed (actively managed funds), Tatton Core (hybrid active/passive funds), Tatton Tracker (passive funds), Tatton Ethical (screened ethical portfolios), Tatton Money Market, Tatton Income, and bespoke portfolio services; and Paradigm, which delivers regulatory compliance consulting, business support, and whole-of-market mortgage and protection services with access to a comprehensive lender panel. Tatton Investment Management oversees approximately £16.6 billion in discretionary assets under management across 45 risk-rated portfolios available on over 20 platforms, serving 975 IFA firms and 126,150 client accounts, while Paradigm supports 1,916 mortgage member firms and 424 consulting members. Founded in 2017 by Paul Hogarth and headquartered at Paradigm House in Wilmslow, Cheshire, the company targets UK IFAs and their private clients in the wealth management sector, with offices in London, Manchester, and Birmingham. Recent developments include exceeding its three-year Roadmap to Growth target with assets under management/influence reaching £17.6 billion as of March 2024, driven by £2.3 billion in organic net inflows and strategic initiatives such as a 50% stake in 8AM Global (£1.1 billion assets under influence), acquisition of Verbatim Funds, and a £0.5 million investment in Fintegrate Financial Solutions for IFA financial planning software; the company recently acquired Sinfonia Asset Management Limited's five risk-targeted funds (£135 million assets) from Tenet Group and entered a strategic partnership with Tenet, contributing to a milestone of £7 billion in assets under management.