Company AJ Bell plc

Equities

AJB

GB00BFZNLB60

Diversified Investment Services

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Holdings

Company contact information

Group companies

Sector

Ratings for AJ Bell plc

EPS Revisions

Quarterly earnings - Rate of surprise

Sector Diversified Investment Services

Market Closed - London S.E. Other stock markets 11:35:09 2024-04-23 am EDT			5-day change	1st Jan Change
307 ^GBX	+1.15%		+3.37%	-1.92%

Apr. 19	Peel Hunt starts NatWest and Barclays at 'buy'	AN
Apr. 18	AJ Bell reaches half a million customers as assets under management up	AN

AJ Bell Plc is a United Kingdom-based company that provides investment platforms. The Company provides investment administration, dealing, and custody services. The Companyâs products include AJ Bell Investcentre, AJ Bell, Touch, and Dodl. Its AJ Bell Investcentre is an investment platform proposition for regulated financial advisers and wealth managers, providing a suite of products, services, investment solutions, and online tools to help manage their retail customersâ portfolios. AJ Bell is an investment platform proposition for execution-only retail customers that includes investment solutions through its in-house funds and ready-made portfolios, and guidance via the AJ Bell Favourite funds list. Touch is a streamlined, app-based investment platform proposition, offering advisers a digital service model that expands the range of clients they can service. Its other products include AJ Bell Platinum, AJ Bell Media, and AJ Bell Securities.

Number of employees: 1,373

GBP in Million	2022	Weight	2023	Weight	Delta
Investment Services 100.0 %	164	100.0 %	218	100.0 %	+33.19%

GBP in Million	2022	Weight	2023	Weight	Delta
United Kingdom 100.0 %	164	100.0 %	218	100.0 %	+33.19%

Managers	Title	Age	Since
Michael Summersgill CEO	Chief Executive Officer	41	07-06-30
Peter Birch DFI	Director of Finance/CFO	-	22-06-30
Mo Tagari CTO	Chief Tech/Sci/R&D Officer	-	-
Roger Stott COO	Chief Operating Officer	59	08-06-30
Ryan David Hughes CIO	Chief Investment Officer	-	15-12-31
Shaun Yates IRC	Investor Relations Contact	-	-
Olubunmi Likinyo SEC	Corporate Secretary	-	23-09-30
Kina Sinclair LAW	General Counsel	-	18-06-30
Charlie Musson PRN	Corporate Officer/Principal	-	14-12-31
Elizabeth Carrington HRO	Human Resources Officer	-	97-09-30

Members of the board	Title	Age	Since
Fiona Jane Clutterbuck CHM	Chairman	66	23-04-30
Eamonn Flanagan BRD	Director/Board Member	61	18-03-28
Evelyn Bourke BRD	Director/Board Member	59	21-06-30
Roger Stott COO	Chief Operating Officer	59	08-06-30
Leslie Platts CHM	Chairman	70	08-09-14
Michael Summersgill CEO	Chief Executive Officer	41	07-06-30
Margaret Hassall BRD	Director/Board Member	63	21-08-31
Peter Birch DFI	Director of Finance/CFO	-	22-06-30
Fiona Fry BRD	Director/Board Member	65	Dec. 06

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	414,092,321	275,780,614 ( 66.60 %)	1,082,343 ( 0.2614 %)	66.60 %

Name	Equities	%	Valuation
Andy Bell 20.84 %	86,068,663	20.84 %	329 M p
Liontrust Investment Partners LLP 9.939 %	41,050,165	9.939 %	157 M p
Kayne Anderson Rudnick Investment Management LLC 3.008 %	12,421,956	3.008 %	47 M p
Fergus John Lyons 2.976 %	12,291,639	2.976 %	47 M p
Liontrust Portfolio Management Ltd. 1.177 %	4,860,197	1.177 %	19 M p
Unicorn Asset Management Ltd. 0.8341 %	3,445,000	0.8341 %	13 M p
Amati Global Investors Ltd. 0.6213 %	2,566,228	0.6213 %	10 M p
Liontrust Investment Management Ltd. 0.4699 %	1,940,917	0.4699 %	7 M p
Charles Galbraith 0.4412 %	1,822,030	0.4412 %	7 M p
Chelverton Asset Management Ltd. 0.3849 %	1,589,773	0.3849 %	6 M p

Name	Equities	%	Valuation
MURRAY INTERNATIONAL TRUST PLC 3.57%	22,015,260	3.57%	69,109,864 $
FIDELITY INVESTMENT TRUST - FIDELITY SPECIAL VALUES PLC 3.38%	10,954,543	3.38%	39,992,736 $
ABRDN UK SMALLER COMPANIES GROWTH TRUST PLC 5.57%	4,239,158	5.57%	23,990,921 $
AFC ENERGY PLC 3.19%	23,805,731	3.19%	5,262,733 $
VERSARIEN PLC 1.71%	25,464,093	1.71%	39,469 $

AJ Bell Plc

4 Exchange Quay Salford Quays

M5 3EE, Manchester

+44 345 5432600

http://www.ajbell.co.uk

Name	Category and Sector
AJ Bell Securities Ltd. AJ Bell Securities Ltd. Investment Banks/BrokersFinance AJ Bell Securities Ltd. is a brokerage firm headquartered in Greater Manchester, UK. The firm was founded in 1995 and is a subsidiary of AJ Bell Plc (LON: AJB). AJ Bell Securities provides stockbrokerage services to investment firms.	Investment Banks/Brokers
AJ Bell Asset Management Ltd. AJ Bell Asset Management Ltd. Investment ManagersFinance AJ Bell Asset Management Ltd. (dba AJ Bell Investments) is the asset management subsidiary of AJ Bell Plc (LSE: AJB) in Great Britain. The firm was founded in 2015 as AJ Bell FS Ltd. Headquartered in Manchester, AJ Bell Investments provides simple, transparent, low-cost investment management solutions for independent investors, financial advisers and wealth management companies.	Investment Managers
The Sippdeal E-Sipp The Sippdeal E-Sipp Financial ConglomeratesFinance The Sippdeal E-Sipp operates as a British dormant company. The private company is located in the UK.	Financial Conglomerates

Trading Rating

Investor Rating

ESG Refinitiv

C+

More Ratings

Sell

Buy

Mean consensus

OUTPERFORM

Number of Analysts

Last Close Price

3.035 GBP

Average target price

3.652 GBP

Spread / Average Target

+20.33%

Consensus

Estimates Revisions

Company calendar

Financials

Banking & Investment Services

Investment Banking & Investment Services

Diversified Investment Services

Diversified Investment Services

	1st Jan change	Capi.
AJ BELL PLC	-1.92%	1.54B
MACQUARIE GROUP LIMITED	+2.85%	43.77B
EQUITABLE HOLDINGS, INC.	+11.92%	12.13B
VOYA FINANCIAL, INC.	-5.52%	6.99B
SBI HOLDINGS, INC.	+19.55%	6.72B
INVESTEC GROUP	-5.22%	5.51B
FIRST CAPITAL SECURITIES CO., LTD.	-9.81%	3.06B
AMP LIMITED	+19.35%	1.91B
PT SARATOGA INVESTAMA SEDAYA TBK	-7.93%	1.26B
L1 LONG SHORT FUND LIMITED	0.00%	1.17B

Diversified Investment Services