AJ Bell plc (AJB.L)
AJ Bell plc, through its subsidiaries, operates investment platforms in the United Kingdom. The company offers AJ Bell Investcentre, which provides a suite of products, services, investment solutions, and online tools for regulated financial advisers and wealth managers to help them manage retail customers' portfolio; and AJ Bell, an investment platform proposition that include investment solutions through in-house funds, ready-made portfolios, and guidance through the AJ Bell funds list to execution-only retail customers, as well as cash savings solutions. It also provides Touch by AJ Bell, an app-based investment platform proposition that offers a digital service model to advisers; and Dodl by AJ Bell, an investment app that streamlined a range of investments available with a simplified charging structure. In addition, it provides adviser-led and D2C pension administration services to customers with bespoke SIPP and SSAS accounts; wealth management solutions; and investment administration, dealing, and custody services, as well as publishes shares magazine and other proprietary investment content to support platform propositions. The company was founded in 1995 and is headquartered in Manchester, the United Kingdom.
Company Info
Highlights
£1.85B
£0.20
22.77
£138.18M
£50.09M
£342.20 - £518.61
£473.15
Share Price Chart
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Performance
Performance Chart
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Returns By Period
AJ Bell plc (AJB.L) returned 3.69% year-to-date (YTD) and 32.55% over the past 12 months.
AJB.L
3.69%
13.58%
3.47%
32.55%
4.38%
N/A
^GSPC (Benchmark)
0.19%
9.00%
-1.55%
12.31%
15.59%
10.78%
Monthly Returns
The table below presents the monthly returns of AJB.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.76% | -6.15% | -4.17% | 4.78% | 9.21% | 3.69% | |||||||
| 2024 | 3.57% | -3.98% | -0.46% | 6.98% | 19.01% | -0.32% | 20.95% | -5.12% | 3.21% | -1.11% | 6.75% | -4.64% | 49.80% |
| 2023 | -4.85% | -3.15% | 5.89% | -5.50% | -2.15% | 1.70% | 2.12% | -11.47% | -5.44% | -7.73% | 0.95% | 22.46% | -10.52% |
| 2022 | -10.34% | -8.09% | -1.62% | -17.89% | 14.58% | -5.16% | 16.75% | -6.25% | -8.44% | 20.65% | 12.01% | -1.54% | -3.53% |
| 2021 | 0.49% | -1.97% | -0.71% | 5.84% | -4.46% | 2.86% | -3.04% | 2.33% | -7.30% | 2.76% | -5.37% | -2.22% | -11.02% |
| 2020 | -8.36% | -8.59% | -12.90% | 27.05% | 0.76% | -2.40% | 11.77% | 4.05% | 0.33% | -6.87% | 0.71% | 2.48% | 2.25% |
| 2019 | 7.87% | 11.92% | 10.82% | 26.09% | 2.96% | -3.72% | 3.87% | -3.96% | 3.37% | -10.40% | 8.77% | 6.45% | 78.91% |
| 2018 | 9.39% | 9.39% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 83, AJB.L is among the top 17% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for AJ Bell plc (AJB.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
AJ Bell plc provided a 2.72% dividend yield over the last twelve months, with an annual payout of £0.13 per share. The company has been increasing its dividends for 5 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|
| Dividend | £0.13 | £0.12 | £0.08 | £0.08 | £0.07 | £0.05 | £0.02 |
Dividend yield | 2.72% | 2.54% | 2.58% | 2.17% | 1.88% | 1.11% | 0.35% |
Monthly Dividends
The table displays the monthly dividend distributions for AJ Bell plc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | £0.08 | £0.00 | £0.00 | £0.00 | £0.00 | £0.08 | |||||||
| 2024 | £0.07 | £0.00 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.12 |
| 2023 | £0.05 | £0.00 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.08 |
| 2022 | £0.05 | £0.00 | £0.00 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.08 |
| 2021 | £0.05 | £0.00 | £0.00 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.07 |
| 2020 | £0.03 | £0.00 | £0.00 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.05 |
| 2019 | £0.02 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.02 |
Dividend Yield & Payout
Dividend Yield
AJ Bell plc has a dividend yield of 2.72%, which is quite average when compared to the overall market.
Payout Ratio
AJ Bell plc has a payout ratio of 56.54%, which is quite average when compared to the overall market. This suggests that AJ Bell plc strikes a balance between reinvesting profits for growth and paying dividends to shareholders.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the AJ Bell plc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the AJ Bell plc was 47.82%, occurring on Mar 23, 2020. Recovery took 194 trading sessions.
The current AJ Bell plc drawdown is 5.50%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -47.82% | May 10, 2019 | 222 | Mar 23, 2020 | 194 | Dec 29, 2020 | 416 |
| -46.69% | Apr 21, 2021 | 261 | May 3, 2022 | 560 | Jul 23, 2024 | 821 |
| -25.42% | Dec 5, 2024 | 85 | Apr 7, 2025 | — | — | — |
| -14.14% | Dec 30, 2020 | 48 | Mar 8, 2021 | 29 | Apr 20, 2021 | 77 |
| -11.38% | Jan 21, 2019 | 10 | Feb 1, 2019 | 16 | Feb 25, 2019 | 26 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of AJ Bell plc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of AJ Bell plc, comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -100.0%.
Valuation
The Valuation section provides an overview of how AJ Bell plc is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for AJB.L, comparing it with other companies in the Asset Management industry. Currently, AJB.L has a P/E ratio of 22.8. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for AJB.L relative to other companies in the Asset Management industry. Currently, AJB.L has a P/S ratio of 6.9. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for AJB.L in comparison with other companies in the Asset Management industry. Currently, AJB.L has a P/B value of 8.9. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
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