Valuation: AJ Bell plc

Market Cap 2.31B 3.11B 2.7B 2.52B 4.36B 296B 4.44B 29.73B 11.64B 148B 11.67B 11.41B 487B P/E 2026 *
19.1x
P/E 2027 * 17.5x
Enterprise Value 2.13B 2.85B 2.48B 2.32B 4.01B 272B 4.08B 27.3B 10.69B 136B 10.72B 10.48B 447B EV / Sales 2026 *
5.64x
EV / Sales 2027 * 5.04x
Free-Float
81.1%
Yield 2026 *
2.65%
Yield 2027 * 2.96%
1 day+0.60%
1 week-1.59%
1 month-7.63%
3 months+13.20%
6 months+27.22%
Current year+33.16%
1 week 572.45
Extreme 572.453
605.5
1 month 568.5
Extreme 568.5
636
Current year 414.4
Extreme 414.4
662.5
1 year 414.4
Extreme 414.4
662.5
3 years 241.6
Extreme 241.6
662.5
5 years 241.6
Extreme 241.6
662.5
10 years 162
Extreme 162
662.5
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
Director TitleAgeSince
Director/Board Member 43 01/07/2007
Director/Board Member 63 22/03/2018
Director/Board Member 65 01/09/2021
Date Insider Type Main position Quantity % Market Cap.
2/13/26 A Buy

Executive/Senior Manager

35 0.0000%
2/13/26 A Buy

Head of Human Resources

36 0.0000%
2/13/26 A Buy

Executive/Senior Manager

36 0.0000%
Change 5-day change 1-year change 3-year change Capi.($)
+0.64%-1.59%+12.12%+83.82% 3.11B
+3.13%+2.62%+23.48%+50.02% 65.86B
-0.32%-1.12%+85.57%+139.02% 44.22B
+1.37%-1.21%-4.17%+68.01% 13.51B
+2.03%+6.37%+3.97%+99.97% 12.11B
+0.64%+1.07%+48.67%+36.35% 9.07B
+0.15%+2.12%+8.05%+28.88% 7.36B
+1.29%+4.80%+2.65% - 4.63B
+1.04%+3.33%-18.11%-8.93% 4.51B
+1.37%+2.78%-9.39%-2.20% 4.14B
Average +1.12%+0.99%+15.28%+54.99% 16.85B
Weighted average by Cap. +1.54%-1.17%+34.13%+75.20%

Financials

2026 *2027 *
Net sales 377M 506M 439M 410M 710M 48.2B 723M 4.84B 1.89B 24.04B 1.9B 1.86B 79.28B 413M 555M 482M 450M 779M 52.88B 793M 5.31B 2.08B 26.37B 2.08B 2.04B 86.99B
Net income 124M 167M 145M 135M 234M 15.89B 238M 1.6B 625M 7.92B 626M 612M 26.14B 132M 177M 154M 144M 249M 16.87B 253M 1.69B 663M 8.41B 665M 650M 27.75B
Net Debt -189M -254M -221M -206M -357M -24.2B -363M -2.43B -951M -12.07B -954M -932M -39.8B -230M -308M -268M -250M -433M -29.4B -441M -2.95B -1.16B -14.66B -1.16B -1.13B -48.36B
Logo AJ Bell plc
AJ Bell plc is the parent company of the AJ Bell group of companies (the Group). The Group provides investment administration, dealing and custody services. The Company provides investment platforms. Its products for DIY investors include AJ Bell and AJ Bell Dodl. Its products for advisers and clients include AJ Bell Investcentre and Touch by AJ Bell. 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. It provides full-service and simplified platform products operating in both the advised and direct to consumer markets. Its core products are self-invested personal pensions, individual savings accounts and dealing accounts. Its services include regular investment services, and investment options, among others.
Employees
1,550
Date Price Change Volume
03/08/26 GBX 587.50 0.00% 521,888
31/07/26 GBX 587.50 -1.92% 705,426
30/07/26 GBX 599.00 +1.10% 582,853
29/07/26 GBX 592.50 -0.17% 1,046,669
28/07/26 GBX 593.50 -0.59% 852,239
Trader
Investor
Global
Quality
ESG MSCI
AA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
15
Last Close Price
5.875GBP
Average target price
6.438GBP
Spread / Average Target
+9.58%

Quarterly revenue - Rate of surprise