AJ Bell /£AJB
1D1W1M3M6MYTD1Y5YMAX
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
19.04
£0.30
0.82
£0.15
2.56%
Price and volume
Market cap
£2.3B
Beta
0.82
52-week high
£6.63
52-week low
£4.14
Average daily volume
799K
Dividend rate
£0.15
Financial strength
Current ratio
3.858
Quick ratio
3.858
Long term debt to equity
0.046
Total debt to equity
0.057
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)
19.043
Price to revenue (TTM)
6.728
Price to book
10.78
Price to tangible book (TTM)
11.18
Price to free cash flow (TTM)
25.931
Free cash flow yield (TTM)
3.86%
Free cash flow per share (TTM)
0.223
Dividend yield (TTM)
2.56%
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
AJ Bell’s platform added 152,000 customers in FY2026, lifting customer numbers 24% to 796,000; platform assets rose 22% to £126bn, while net inflows climbed 37% to £9.7bn. This scale of customer and asset growth supports further recurring fee income. (AJ Bell)
Growth is translating into stronger financial results: first-half revenue rose 19% and underlying pre-tax profit increased 15%, with underlying diluted earnings per share up 18%. The revenue margin also improved to 33.4 basis points from 32.4 basis points a year earlier. (AJ Bell)
AJ Bell says an estimated £2.4 trillion remains held off-platform in its UK market, leaving room to win customers and assets beyond its current base. Its dual presence in advised and direct-to-consumer channels gives it access to both customer groups. (AJ Bell)
Underlying pre-tax profit margin fell to 43.2% from 44.9% in the first half as AJ Bell invested more in its brand and propositions. Administrative expenses rose 21%, so sustained investment could limit how much of future revenue growth reaches profit. (AJ Bell)
Policy uncertainty around pensions has already prompted more than £1bn of excess pension withdrawals from AJ Bell’s platform ahead of the 2024 and 2025 fiscal events. The company also warns that proposed ISA and pension changes could add complexity and unsettle investor behaviour. (AJ Bell)
AJ Bell is cutting the annual charge on its core managed portfolio service from 0.15% to 0.12% from October 2026. The move may help it stay competitive, but lower pricing could constrain revenue per pound of assets if similar fee pressure spreads across its propositions. (London Stock Exchange)
Data summarised monthly by Lightyear AI. Last updated on 2 Nov 2026.
AJ Bell Financial Performance
Revenues and expenses
AJ Bell Earnings Performance
Company profitability
Upcoming events
No upcoming events
Funds containing AJ Bell
AllGBPUSDEUR
Fund name | Fund size | £AJB weighting |
|---|---|---|
Vanguard FTSE 250£VMIG | £569M | 0.61% |
Vanguard FTSE 250£VMID | £1.5B | 0.61% |
iShares FTSE 250£MIDD | £672M | 0.60% |
iShares Ageing Population$AGED | $953M | 0.22% |
iShares Ageing Population£AGES | $953M | 0.22% |
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.