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AJ Bell PLC Fundamentals

Company NameAJ Bell PLCLast Updated2024-03-28
IndustryAsset ManagementSectorFinancial Services
Shares in Issue411.928 mMarket Cap£1.24 bn
PE Ratio18.40Dividend per Share£0.08
Dividend Yield3.53Dividend Cover2.04
EPS£0.17EPS Growth (%)0.46
PEG0DPS Growth (%)0.1113
Debt Ratio0.0529Debt Equity Ratio0.0654
Asset Equity Ratio1.4113Cash Equity Ratio0.8812
Quick Ratio3.5462Current Ratio3.71
Price To Book Value7.5472ROCE0

AJ Bell PLC Dividends

TypeEx-DatePay DateCurrencyNet DividendYear Total
Prelim2024-01-112024-02-09GBP0.0725
Interim2023-06-082023-06-30GBP0.0350
Prelim2023-01-192023-02-17GBP0.0459
Interim2022-06-092022-07-01GBP0.0278
Prelim2022-01-062022-02-04GBP0.0450
Interim2021-06-102021-07-02GBP0.0246

AJ Bell PLC Company Financials

Assets202320222021
Tangible Assets£14.61 m£15.60 m£16.68 m
Intangible Assets£14.42 m£15.77 m£13.01 m
Investments000
Total Fixed Assets£29.52 m£31.98 m£30.62 m
Stocks000
Debtors£49.64 m£42.61 m£32.08 m
Cash & Equivalents£146.30 m£84.03 m£94.01 m
Other Assets000
Total Assets£234.32 m£165.48 m£162.14 m
Liabilities202320222021
Creditors within 1 year£55.25 m£17.69 m£16.00 m
Creditors after 1 year£13.03 m£14.40 m£15.44 m
Other Liabilities000
Total Liabilities£68.28 m£32.09 m£31.43 m
Net assets£166.04 m£133.39 m£130.71 m
Equity202320222021
Called up share capital£52,000.00£51,000.00£51,000.00
Share Premium£8.96 m£8.93 m£8.66 m
Profit / Loss£87.66 m£58.41 m£55.08 m
Other Equity£166.04 m£133.39 m£130.71 m
Preference & Minorities000
Total Capital Employed£166.04 m£133.39 m£130.71 m
Ratios202320222021
Debt Ratio£0.06£0.09£0.10
Debt-to-Equity£0.07£0.09£0.11
Assets / Equity1.41131.41131.4113
Cash / Equity0.88120.88120.8812
EPS£0.17£0.11£0.11
Cash Flow202320222021
Cash from operating activities£101.41 m£45.80 m£44.67 m
Cashflow before financing£63.38 m-£6.80 m£13.71 m
Increase in Cash£62.27 m-£9.98 m£7.62 m
Income202320222021
Turnover£218.23 m£163.85 m£145.83 m
Cost of sales000
Gross Profit000
Operating Profit£86.22 m£58.98 m£55.85 m
Pre-Tax profit£87.66 m£58.41 m£55.08 m

AJ Bell PLC Company Background

SectorFinancial Services
ActivitiesAJ Bell PLC is an investment platform in the United Kingdom. The company's core products are SIPPs, ISAs, and Dealing Accounts. SIPPs and ISAs, Lifetime ISA, and junior products. The company generates revenue from Recurring ad valorem which includes custody fees, interest income and investment management fees; and transactional.
Latest Interim Date25 May 2023
Latest Fiscal Year End Date7 Dec 2023

AJ Bell PLC Directors

AppointedNamePosition
2023-05-01Baroness Helena Louise Morrissey DBENon-Executive Director,Chairman
2023-12-07Ms. Fiona Jane ClutterbuckNon-Executive Director,Chairman
2023-12-07Ms. Evelyn BourkeNon-Executive Director,Senior Independent Director
2021-12-17Ms. Laura Martine CarstensenNon-Executive Director
2023-12-07Mr. Leslie Michael Platts Non-Executive Director
2023-12-07Mr. Andrew James Bell Executive Director,Chief Executive Officer
2023-12-18Mr. Michael Thomas SummersgillExecutive Director,Chief Executive Officer
2023-12-07Mr. Eamonn Michael FlanaganNon-Executive Director
2024-03-04Mr. Simon TurnerNon-Executive Director
2024-03-13Mr. Roger StottExecutive Director,Chief Operating Officer
2024-02-09Mr. Peter BirchExecutive Director,Chief Financial Officer

AJ Bell PLC Contact Details

Company NameAJ Bell PLC
Address4 Exchange Quay, Salford Quays, Manchester, M5 3EE
Telephone+44 3454089100
Websitehttps://www.ajbell.co.uk

AJ Bell PLC Advisors