Valuation: AJ Bell plc

Market Cap 2.34B 3.12B 2.72B 2.54B 4.38B 299B 4.49B 30.11B 11.77B 148B 11.71B 11.47B 510B P/E 2026 *
19.3x
P/E 2027 * 17.6x
Enterprise Value 2.15B 2.87B 2.5B 2.33B 4.03B 274B 4.12B 27.67B 10.81B 136B 10.76B 10.54B 469B EV / Sales 2026 *
5.7x
EV / Sales 2027 * 5.1x
Free-Float
81.04%
Yield 2026 *
2.63%
Yield 2027 * 2.93%
1 day-0.17%
1 week-2.07%
Current month-3.11%
1 month+1.37%
3 months+13.07%
6 months+29.93%
Current year+34.29%
1 week 568.5
Extreme 568.5
624
1 month 568.5
Extreme 568.5
662.5
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.
23/06/26 Sell

Director

-4,153 0.0011%
23/06/26 Buy

Director

4,153 0.0011%
22/05/26 Sell

Executive/Senior Manager

1,000 0.0003%
Change 5-day change 1-year change 3-year change Capi.($)
-0.17%-2.07%+13.72%+82.31% 3.11B
-0.59%+0.08%+17.91%+44.28% 65.99B
+1.50%-0.09%+92.36%+142.34% 42.7B
-2.11%-0.21%-7.59%+68.70% 13.9B
+1.21%+1.35%-3.57%+92.44% 11.13B
-1.19%+0.58%+38.91%+32.38% 9.07B
-0.03%+4.09%+6.35%+26.13% 7.16B
-1.52%+0.31%+2.20% - 4.34B
+2.61%-0.15%-23.46%-6.56% 4.3B
+1.87%-2.39%-15.19%+4.31% 3.98B
Average +0.16%+0.57%+12.16%+54.04% 16.57B
Weighted average by Cap. +0.06%+0.29%+31.81%+72.58%

Financials

2026 *2027 *
Net sales 377M 503M 439M 410M 707M 48.15B 723M 4.86B 1.9B 23.86B 1.89B 1.85B 82.25B 413M 552M 482M 450M 775M 52.83B 794M 5.33B 2.08B 26.18B 2.07B 2.03B 90.24B
Net income 124M 166M 145M 135M 233M 15.88B 239M 1.6B 626M 7.87B 623M 610M 27.12B 132M 176M 154M 143M 247M 16.85B 253M 1.7B 664M 8.35B 661M 647M 28.79B
Net Debt -189M -253M -220M -206M -355M -24.18B -363M -2.44B -953M -11.98B -948M -929M -41.29B -230M -307M -268M -250M -431M -29.37B -441M -2.96B -1.16B -14.56B -1.15B -1.13B -50.17B
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
29/07/26 GBX 592.50 -0.17% 1,046,669
28/07/26 GBX 593.50 -0.59% 852,239
27/07/26 GBX 597.00 +0.17% 1,165,979
24/07/26 GBX 596.00 -0.08% 651,022
23/07/26 GBX 596.50 -3.01% 1,144,484
Trader
Investor
Global
Quality
ESG MSCI
AA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
15
Last Close Price
5.925GBP
Average target price
6.438GBP
Spread / Average Target
+8.66%

Quarterly revenue - Rate of surprise