AJ Bell /£AJB
1D1W1MYTD1Y5YMAX
Capital at risk
About AJ Bell
AJ Bell, established in 1995 and publicly listed under ticker AJB on the London Stock Exchange, operates in the financial sector providing investment platforms and services in the United Kingdom. Its core offerings include self-invested personal pensions (SIPPs), individual savings accounts (ISAs), and dealing accounts tailored to meet diverse investment needs. The company is recognized for its digital services catering to both DIY investors and financial advisors.
- Ticker
- £AJB
- Sector
- Finance
- Primary listing
- LSE
- Employees
- 1,550
- Headquarters
- Manchester, United Kingdom
- Website
- www.ajbell.co.uk
AJ Bell Metrics
BasicAdvanced
£2.3B
19.35
£0.30
0.82
£0.15
2.51%
Price and volume
Market cap
£2.3B
Beta
0.82
52-week high
£6.63
52-week low
£4.14
Average daily volume
848K
Dividend rate
£0.15
Financial strength
Current ratio
3.858
Quick ratio
3.858
Long term debt to equity
4.58
Total debt to equity
5.731
Dividend payout ratio (TTM)
46.55%
Profitability
Gross margin (TTM)
98.39%
Net profit margin (TTM)
35.52%
Operating margin (TTM)
41.39%
Effective tax rate (TTM)
23.89%
Revenue per employee (TTM)
£220,000
Management effectiveness
Return on assets (TTM)
43.11%
Return on equity (TTM)
59.94%
Valuation
Price to earnings (TTM)
19.349
Price to revenue (TTM)
6.835
Price to book
10.92
Price to tangible book (TTM)
11.32
Price to free cash flow (TTM)
26.346
Free cash flow yield (TTM)
3.80%
Free cash flow per share (TTM)
0.223
Dividend yield (TTM)
2.51%
Growth
Revenue change (TTM)
19.34%
Earnings per share change (TTM)
40.41%
3-year revenue growth (CAGR)
21.97%
10-year revenue growth (CAGR)
19.36%
3-year earnings per share growth (CAGR)
28.66%
10-year earnings per share growth (CAGR)
24.71%
3-year dividend per share growth (CAGR)
22.17%
10-year dividend per share growth (CAGR)
17.26%
What the Analysts think about AJ Bell
Analyst ratings (Buy, Hold, Sell) for AJ Bell stock.
Analyst projections of the future price of AJ Bell stock.
Bulls say / Bears say
Q3 delivered record platform momentum: customers rose 23% year over year to 762,000, AUA increased 26% to £121.5 billion, and quarterly net inflows rose 43% to £3.0 billion. (Reuters/Refinitiv via TradingView)
AJ Bell Investments is scaling rapidly, with Q3 AUM up 41% year over year to £11.4 billion and record quarterly net inflows of £0.8 billion, potentially improving the mix toward proprietary investment revenues. (Reuters/Refinitiv via TradingView)
First-half revenue grew 19% to £183.0 million, underlying profit before tax rose 15% to £79.0 million, and underlying diluted EPS increased 18% to 14.61 pence, supporting an 11% increase in the interim dividend. (AJ Bell interim results)
Underlying profit-before-tax margin fell to 43.2% from 44.9% in the first half, indicating that heavier investment in brand, marketing and products is currently diluting operating leverage. (AJ Bell interim results)
Advised-platform net inflows were £0.7 billion in the first half, down from £0.8 billion a year earlier, as elevated outflows reflected budget uncertainty and ongoing adviser consolidation. (AJ Bell interim results)
Q3 AUA growth benefited materially from market movements equal to 9% of opening AUA, while AJ Bell also announced a cut to its core MPS charge from 0.15% to 0.12%, creating exposure to both market reversals and fee pressure. (Reuters/Refinitiv via TradingView)
Data summarised monthly by Lightyear AI. Last updated on 9 Sept 2026.
AJ Bell Financial Performance
Revenues and expenses
AJ Bell Earnings Performance
Company profitability
Upcoming events
No upcoming events
Funds containing AJ Bell
AllGBPEURUSD
Fund name | Fund size | £AJB weighting |
|---|---|---|
iShares FTSE 250£MIDD | £661M | 0.61% |
Vanguard FTSE 250£VMID | £1.6B | 0.60% |
iShares Ageing Population€AGED | €822M | 0.22% |
Xtrackers MSCI Europe Small Cap€DX2J | €3.2B | 0.16% |
Xtrackers MSCI Europe Small Cap£XXSC | £2.8B | 0.16% |
Latest price is delayed by 15 minutes. Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Market data provided by London Stock Exchange, through Infront.