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About the company
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.
- Revenue in GBP (TTM)317.85m
- Net income in GBP105.12m
- Incorporated2002
- Employees1.55k
- LocationAJ Bell PLC4 Exchange QuaySALFORD M5 3EEUnited KingdomGBR
- Websitehttps://www.ajbell.co.uk
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Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Smithson Investment Trust PLC | 106.55m | 83.49m | 1.51bn | 0.00 | 22.56 | 0.8443 | -- | 14.22 | 0.625 | 0.625 | 0.8171 | 16.70 | 0.0507 | -- | 8.72 | -- | 3.97 | -1.93 | 3.99 | -1.93 | 83.84 | -- | 78.36 | -- | -- | -- | 0.00 | -- | -352.50 | -- | -674.64 | -- | -- | -- |
| Fidelity China Special Situations PLC | 590.06m | 557.14m | 1.52bn | 0.00 | 2.84 | 0.8925 | -- | 2.57 | 1.13 | 1.13 | 1.19 | 3.59 | 0.376 | -- | 98.88 | -- | 35.50 | 4.86 | 36.61 | 5.09 | 94.78 | 72.57 | 94.42 | 69.96 | -- | -- | 0.00 | 41.72 | 314.48 | -- | 258.35 | -- | -- | 13.49 |
| Law Debenture Corporation plc | 252.53m | 169.96m | 1.55bn | 301.00 | 9.03 | 1.46 | 9.01 | 6.15 | 1.28 | 1.28 | 1.91 | 7.95 | 0.2134 | -- | 7.05 | 838,976.80 | 14.36 | 4.69 | 14.64 | 4.85 | 96.63 | 92.19 | 67.30 | 46.22 | -- | 29.48 | 0.1367 | 81.39 | 32.00 | 1.09 | 29.00 | -5.69 | 65.30 | 5.20 |
| Pantheon International PLC | 45.41m | -6.71m | 1.55bn | 0.00 | -- | 0.7292 | -- | 34.21 | -0.0156 | -0.0156 | 0.0984 | 4.96 | 0.0182 | -- | 16.31 | -- | -0.2691 | 8.26 | -0.2745 | 8.35 | -2.53 | 85.20 | -14.78 | 83.08 | -- | -- | 0.0956 | 0.00 | -42.47 | -11.71 | -121.21 | -- | -- | -- |
| Renewables Infrastructure Group Ltd | -210.10m | -213.20m | 1.68bn | 0.00 | -- | 0.6507 | -- | -- | -0.0871 | -0.0871 | -0.0858 | 1.08 | -0.0739 | -- | -- | -- | -7.50 | 5.23 | -7.50 | 5.23 | -- | 99.85 | -- | 108.31 | -- | -2,131.00 | 0.00 | 109.39 | -554.55 | -- | -2,086.21 | -- | -- | 2.49 |
| Personal Assets Trust PLC | 168.57m | 152.91m | 1.71bn | 0.00 | 11.41 | -- | 11.16 | 10.13 | 0.4759 | 0.4759 | 0.5214 | -- | -- | -- | -- | -- | -- | 4.57 | -- | 4.61 | -- | 89.21 | 90.71 | 83.32 | -- | -- | -- | 30.27 | 111.40 | 12.17 | 159.64 | 11.92 | -- | 0.00 |
| BlackRock World Mining Trust Plc | 2.39m | -19.19m | 1.74bn | 0.00 | -- | 1.73 | -- | 730.46 | -0.0966 | -0.0966 | 0.0126 | 5.40 | 0.002 | -- | 0.2496 | -- | -1.62 | 6.73 | -1.82 | 7.64 | -594.60 | 85.47 | -803.98 | 82.02 | -- | -1,886.13 | 0.084 | 72.04 | -74.48 | -- | -51.85 | -- | -- | 0.893 |
| AJ Bell PLC | 317.85m | 105.12m | 1.81bn | 1.55k | 17.77 | 8.44 | 16.54 | 5.68 | 0.2557 | 0.2557 | 0.7728 | 0.5384 | 1.07 | -- | 4.97 | 205,062.60 | 35.52 | 32.45 | 46.93 | 40.07 | -- | -- | 33.07 | 31.22 | -- | -- | 0.0525 | 66.84 | 17.97 | 20.19 | 24.71 | 22.04 | 18.17 | 18.26 |
| Mercantile Investment Trust PLC | 41.24m | 17.57m | 1.83bn | 0.00 | 91.56 | 0.9802 | -- | 44.30 | 0.0293 | 0.0293 | 0.0551 | 2.73 | 0.0172 | -- | 3.56 | -- | 0.7344 | 1.40 | 0.7374 | 1.41 | 46.87 | 62.42 | 42.60 | 58.50 | -- | -- | 0.1429 | 175.48 | 172.11 | -11.98 | 220.95 | -12.96 | -- | 3.66 |
| Caledonia Investments plc | 220.30m | 185.30m | 1.84bn | 76.00 | 10.12 | 0.6172 | -- | 8.37 | 0.3498 | 0.3498 | 0.4134 | 5.74 | 0.0737 | -- | 26.54 | 2,898,684.00 | 6.20 | 10.98 | 6.24 | 11.31 | 85.61 | -- | 84.11 | 91.97 | -- | -- | 0.00 | 18.67 | -58.68 | -- | -67.57 | -- | -7.79 | 3.79 |
| Ashmore Group plc | 152.20m | 81.20m | 1.85bn | 272.00 | 22.07 | 2.37 | 21.01 | 12.18 | 0.1178 | 0.1178 | 0.2207 | 1.10 | 0.1613 | -- | 2.79 | 559,558.80 | 9.02 | 11.67 | 10.07 | 13.30 | -- | -- | 55.91 | 54.41 | -- | -- | 0.0058 | 101.35 | -25.94 | -14.95 | -13.34 | -14.92 | -27.52 | 0.00 |
| TP ICAP Group PLC | 2.33bn | 175.00m | 1.87bn | 5.21k | 11.78 | 0.9763 | 6.87 | 0.8011 | 0.213 | 0.213 | 2.99 | 2.57 | 0.323 | -- | 6.79 | 447,964.70 | 2.20 | 1.34 | 5.27 | 2.41 | -- | -- | 6.82 | 3.58 | -- | 9.75 | 0.3351 | 101.57 | 2.83 | 4.21 | 125.68 | 20.04 | 14.17 | 1.40 |
| Allianz Technology Trust PLC | 152.78m | 141.51m | 1.89bn | 0.00 | 14.36 | 1.13 | -- | 12.34 | 0.3712 | 0.3712 | 0.4018 | 4.72 | 0.0891 | -- | -- | -- | 8.25 | 18.10 | 8.26 | 18.22 | 94.01 | 94.70 | 92.63 | 94.01 | -- | -- | 0.00 | 0.00 | 9.77 | 29.59 | 9.49 | 30.08 | -- | -- |
| JPMorgan American Investment Trust PLC | 92.47m | 79.62m | 1.90bn | 0.00 | 25.68 | 1.07 | -- | 20.55 | 0.4377 | 0.4377 | 0.5144 | 10.50 | 0.0473 | -- | 38.31 | -- | 4.07 | 15.84 | 4.11 | 15.97 | 91.03 | 97.51 | 86.10 | 95.87 | -- | -- | 0.0376 | 5.81 | 46.96 | 19.47 | 48.22 | 19.48 | -- | 11.10 |
| Rathbones Group PLC | 1.01bn | 64.40m | 2.00bn | 3.52k | 38.95 | 1.43 | 14.11 | 1.97 | 0.5688 | 0.5688 | 8.55 | 15.44 | 0.20 | -- | 405.36 | 285,867.40 | 1.27 | 1.40 | 4.17 | 5.39 | 88.57 | 89.07 | 6.35 | 8.27 | -- | -- | 0.7363 | 117.13 | 49.59 | 21.45 | 74.67 | 19.46 | 25.83 | 5.85 |
| HgCapital Trust plc | 89.66m | 78.28m | 2.08bn | 0.00 | 26.64 | 0.8442 | -- | 23.24 | 0.171 | 0.171 | 0.1959 | 5.40 | 0.0367 | -- | 0.5562 | -- | 3.20 | 14.45 | 3.20 | 14.48 | 96.30 | 99.08 | 87.30 | 95.46 | -- | 17.21 | 0.00 | 9.81 | 0.9314 | 6.62 | 2.42 | 5.87 | -- | 25.03 |
Data as of Feb 10 2026. Currency figures normalised to AJ Bell PLC's reporting currency: UK Pound GBX
27.74%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Liontrust Investment Partners LLPas of 03 Dec 2025 | 20.05m | 5.00% |
| abrdn Investment Management Ltd.as of 31 Dec 2025 | 15.60m | 3.89% |
| BlackRock Investment Management (UK) Ltd.as of 06 Feb 2026 | 14.10m | 3.52% |
| Brown Capital Management LLCas of 30 Sep 2025 | 13.56m | 3.38% |
| The Vanguard Group, Inc.as of 07 Jan 2026 | 12.13m | 3.03% |
| Kayne Anderson Rudnick Investment Management LLCas of 03 Jun 2024 | 12.12m | 3.02% |
| Ninety One UK Ltd.as of 31 Dec 2025 | 7.91m | 1.97% |
| Baillie Gifford & Co.as of 31 Jan 2026 | 5.88m | 1.47% |
| Dimensional Fund Advisors LPas of 08 Jan 2026 | 5.01m | 1.25% |
| BlackRock Fund Advisorsas of 09 Jan 2026 | 4.86m | 1.21% |
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Data from 30 Sep 2025 - 31 Dec 2025Source: FactSet Research Systems Inc.
