Trade AJ BELL PLC ORD GBP0.000125 - AJB CFD
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- Historical Data
- Events
- Income Statement
- Balance Sheet
- Cash Flow
Spread | 0.0270 | ||||||||
Long position overnight fee
Long position overnight fee
Go to platform | -0.025266% | ||||||||
Short position overnight fee
Short position overnight fee
Go to platform | 0.003348% | ||||||||
Overnight fee time | 21:00 (UTC) | ||||||||
Min traded quantity | 1 | ||||||||
Currency | GBP | ||||||||
Margin | 5% | ||||||||
Stock exchange | United Kingdom of Great Britain and Northern Ireland | ||||||||
Commission on trade | 0% |
*Information provided by Capital.com
AJ Bell PLC ESG Risk Ratings
‘C’ score indicates satisfactory relative ESG performance and moderate degree of transparency in reporting material ESG data publicly.
Prev. Close* | 3.0185 |
Open* | 2.9985 |
1-Year Change* | -12.22% |
Day's Range* | 2.9805 - 3.0365 |
52 wk Range | 2.42-3.62 |
Average Volume (10 days) | 850.09K |
Average Volume (3 months) | 17.39M |
Market Cap | 1.29B |
P/E Ratio | 18.98 |
Shares Outstanding | 412.29M |
Revenue | 218.23M |
EPS | 0.17 |
Dividend (Yield %) | 3.42575 |
Beta | 1.06 |
Next Earnings Date | May 23, 2024 |
All data is provided by Refinitiv, except for data marked with an asterisk, which is *data provided by Capital.com
- Last Week
- Last Month
- Last Year
- Last two Years
- Max
- Daily
- Weekly
- Monthly
Date | Close | Change | Change (%) | Open | High | Low |
---|---|---|---|---|---|---|
Mar 27, 2024 | 3.0185 | 0.0120 | 0.40% | 3.0065 | 3.0245 | 2.9565 |
Mar 26, 2024 | 3.0165 | 0.1240 | 4.29% | 2.8925 | 3.0345 | 2.8905 |
Mar 25, 2024 | 2.9865 | -0.0100 | -0.33% | 2.9965 | 3.0185 | 2.9705 |
Mar 22, 2024 | 3.0105 | 0.0280 | 0.94% | 2.9825 | 3.0725 | 2.9725 |
Mar 21, 2024 | 3.0325 | 0.0280 | 0.93% | 3.0045 | 3.0985 | 2.9625 |
Mar 20, 2024 | 3.0045 | 0.0680 | 2.32% | 2.9365 | 3.0225 | 2.9365 |
Mar 19, 2024 | 3.0085 | 0.1100 | 3.80% | 2.8985 | 3.0085 | 2.8985 |
Mar 18, 2024 | 2.9405 | 0.0980 | 3.45% | 2.8425 | 2.9925 | 2.8165 |
Mar 15, 2024 | 2.9425 | -0.0640 | -2.13% | 3.0065 | 3.0225 | 2.9425 |
Mar 14, 2024 | 2.9645 | 0.0000 | 0.00% | 2.9645 | 3.0445 | 2.9345 |
Mar 13, 2024 | 3.0525 | 0.0380 | 1.26% | 3.0145 | 3.0625 | 3.0045 |
Mar 12, 2024 | 2.9905 | 0.0360 | 1.22% | 2.9545 | 3.0625 | 2.8765 |
Mar 11, 2024 | 3.0425 | 0.0000 | 0.00% | 3.0425 | 3.0845 | 3.0165 |
Mar 8, 2024 | 3.0305 | -0.0360 | -1.17% | 3.0665 | 3.0945 | 3.0285 |
Mar 7, 2024 | 3.0625 | 0.0160 | 0.53% | 3.0465 | 3.1540 | 3.0105 |
Mar 6, 2024 | 3.1300 | 0.0775 | 2.54% | 3.0525 | 3.1560 | 3.0185 |
Mar 5, 2024 | 3.0705 | 0.0400 | 1.32% | 3.0305 | 3.1105 | 3.0145 |
Mar 4, 2024 | 3.0645 | 0.0920 | 3.10% | 2.9725 | 3.1200 | 2.9725 |
Mar 1, 2024 | 3.0865 | 0.0560 | 1.85% | 3.0305 | 3.0905 | 2.9725 |
Feb 29, 2024 | 2.9985 | -0.0060 | -0.20% | 3.0045 | 3.0765 | 2.9965 |
AJ BELL PLC ORD GBP0.000125 Events
Time (UTC) | Country | Event |
---|---|---|
Thursday, April 18, 2024 | ||
Time (UTC) 06:00 | Country GB
| Event Q2 2024 AJ Bell PLC Trading Statement Release Q2 2024 AJ Bell PLC Trading Statement ReleaseForecast -Previous - |
Thursday, May 23, 2024 | ||
Time (UTC) 07:30 | Country GB
| Event Half Year 2024 AJ Bell PLC Earnings Release Half Year 2024 AJ Bell PLC Earnings ReleaseForecast -Previous - |
- Annual
- Quarterly
2022 | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|
Total revenue | 163.847 | 145.826 | 126.749 | 104.902 | 89.691 |
Revenue | 163.847 | 145.826 | 126.749 | 104.902 | 89.691 |
Total Operating Expense | 104.866 | 89.975 | 77.513 | 67.493 | 61.435 |
Selling/General/Admin. Expenses, Total | 101.223 | 86.008 | 73.939 | 65.383 | 59.464 |
Depreciation / Amortization | 3.643 | 3.623 | 3.574 | 2.11 | 1.971 |
Unusual Expense (Income) | 0.344 | ||||
Operating Income | 58.981 | 55.851 | 49.236 | 37.409 | 28.256 |
Interest Income (Expense), Net Non-Operating | -0.57 | -0.767 | -0.686 | 0.286 | 0.103 |
Other, Net | |||||
Net Income Before Taxes | 58.411 | 55.084 | 48.55 | 37.695 | 28.359 |
Net Income After Taxes | 46.739 | 43.822 | 38.829 | 30.353 | 22.646 |
Minority Interest | 0 | ||||
Net Income Before Extra. Items | 46.739 | 43.822 | 38.829 | 30.353 | 22.646 |
Net Income | 46.739 | 43.822 | 38.829 | 30.353 | 22.646 |
Income Available to Common Excl. Extra. Items | 46.739 | 43.822 | 38.829 | 30.353 | 22.646 |
Income Available to Common Incl. Extra. Items | 46.739 | 43.822 | 38.829 | 30.353 | 22.646 |
Diluted Net Income | 46.739 | 43.822 | 38.829 | 30.353 | 22.646 |
Diluted Weighted Average Shares | 411.734 | 410.893 | 410.066 | 406.5 | 406.734 |
Diluted EPS Excluding Extraordinary Items | 0.11352 | 0.10665 | 0.09469 | 0.07467 | 0.05568 |
Dividends per Share - Common Stock Primary Issue | 0.0737 | 0.0696 | 0.0616 | 0.0483 | 0 |
Diluted Normalized EPS | 0.11356 | 0.10734 | 0.09469 | 0.07655 | 0.05989 |
Dilution Adjustment | 0 |
Mar 2023 | Sep 2022 | Mar 2022 | Sep 2021 | Mar 2021 | |
---|---|---|---|---|---|
Total revenue | 103.611 | 88.319 | 75.528 | 71.929 | 73.897 |
Revenue | 103.611 | 88.319 | 75.528 | 71.929 | 73.897 |
Total Operating Expense | 62.022 | 55.822 | 49.044 | 48.113 | 41.862 |
Selling/General/Admin. Expenses, Total | 62.022 | 55.822 | 49.044 | 48.113 | 41.518 |
Depreciation / Amortization | |||||
Operating Income | 41.589 | 32.497 | 26.484 | 23.816 | 32.035 |
Interest Income (Expense), Net Non-Operating | 0.314 | -0.202 | -0.368 | -0.375 | -0.392 |
Net Income Before Taxes | 41.903 | 32.295 | 26.116 | 23.441 | 31.643 |
Net Income After Taxes | 32.839 | 25.839 | 20.9 | 18.105 | 25.717 |
Net Income Before Extra. Items | 32.839 | 25.839 | 20.9 | 18.105 | 25.717 |
Net Income | 32.839 | 25.839 | 20.9 | 18.105 | 25.717 |
Income Available to Common Excl. Extra. Items | 32.839 | 25.839 | 20.9 | 18.105 | 25.717 |
Income Available to Common Incl. Extra. Items | 32.839 | 25.839 | 20.9 | 18.105 | 25.717 |
Dilution Adjustment | |||||
Diluted Net Income | 32.839 | 25.839 | 20.9 | 18.105 | 25.717 |
Diluted Weighted Average Shares | 412.588 | 411.856 | 411.612 | 411.042 | 410.744 |
Diluted EPS Excluding Extraordinary Items | 0.07959 | 0.06274 | 0.05078 | 0.04405 | 0.06261 |
Dividends per Share - Common Stock Primary Issue | 0.035 | 0.0459 | 0.0278 | 0.045 | 0.0246 |
Diluted Normalized EPS | 0.07959 | 0.06274 | 0.05078 | 0.04407 | 0.06329 |
Unusual Expense (Income) | 0 | 0.344 |
- Annual
- Quarterly
2022 | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|
Total Current Assets | 133.504 | 131.521 | 116.945 | 92.021 | 69.77 |
Cash and Short Term Investments | 84.03 | 97.062 | 86.384 | 69.067 | 49.695 |
Cash | 84.03 | 97.062 | 86.384 | 69.067 | 49.695 |
Total Receivables, Net | 42.65 | 29.08 | 27.657 | 19.709 | 6.406 |
Accounts Receivable - Trade, Net | 24.167 | 17.02 | 23.133 | 16.998 | 2.203 |
Prepaid Expenses | 6.824 | 5.379 | 2.904 | 3.245 | 13.669 |
Total Assets | 165.482 | 162.142 | 141.34 | 103.29 | 81.359 |
Property/Plant/Equipment, Total - Net | 15.598 | 16.676 | 17.746 | 4.062 | 4.433 |
Property/Plant/Equipment, Total - Gross | 26.393 | 25.166 | 24.111 | 8.221 | 7.273 |
Accumulated Depreciation, Total | -10.795 | -8.49 | -6.365 | -4.159 | -2.84 |
Goodwill, Net | 6.991 | 6.991 | 3.66 | 3.66 | 3.66 |
Intangibles, Net | 8.779 | 6.014 | 1.986 | 2.453 | 3.124 |
Other Long Term Assets, Total | 0.61 | 0.94 | 1.003 | 1.094 | 0.372 |
Total Current Liabilities | 17.689 | 15.999 | 15.303 | 14.202 | 15.511 |
Accounts Payable | 0.138 | 0.58 | 0.918 | 0.993 | 1.052 |
Accrued Expenses | 12.579 | 9.584 | 9.1 | 6.86 | 9.804 |
Notes Payable/Short Term Debt | 0 | 0 | 0 | 0 | 0 |
Current Port. of LT Debt/Capital Leases | 1.566 | 1.708 | 1.323 | 0.338 | 0.3 |
Other Current Liabilities, Total | 3.406 | 4.127 | 3.962 | 6.011 | 4.355 |
Total Liabilities | 32.088 | 31.434 | 31.874 | 17.227 | 17.323 |
Total Long Term Debt | 12.395 | 13.886 | 15.022 | 0.234 | 0.431 |
Capital Lease Obligations | 12.395 | 13.886 | 15.022 | 0.234 | 0.431 |
Minority Interest | |||||
Other Liabilities, Total | 2.004 | 1.549 | 1.549 | 2.791 | 1.381 |
Total Equity | 133.394 | 130.708 | 109.466 | 86.063 | 64.036 |
Common Stock | 0.051 | 0.051 | 0.051 | 0.051 | 0.042 |
Additional Paid-In Capital | 8.93 | 8.658 | 8.459 | 7.667 | 4.41 |
Retained Earnings (Accumulated Deficit) | 124.886 | 122.739 | 102.103 | 79.492 | 60.948 |
Total Liabilities & Shareholders’ Equity | 165.482 | 162.142 | 141.34 | 103.29 | 81.359 |
Total Common Shares Outstanding | 410.525 | 409.606 | 408.799 | 407.36 | 406.734 |
Treasury Stock - Common | -0.473 | -0.74 | -1.147 | -1.147 | -1.364 |
Mar 2023 | Sep 2022 | Mar 2022 | Sep 2021 | Mar 2021 | |
---|---|---|---|---|---|
Total Current Assets | 166.489 | 133.504 | 113.799 | 131.521 | 120.323 |
Cash and Short Term Investments | 100.04 | 84.03 | 73.205 | 97.062 | 80.596 |
Cash | 100.04 | 84.03 | 73.205 | 97.062 | 80.596 |
Total Receivables, Net | 66.449 | 49.474 | 40.594 | 34.459 | 39.727 |
Accounts Receivable - Trade, Net | 65.054 | 49.436 | 39.921 | 34.408 | 39.727 |
Total Assets | 197.989 | 165.482 | 145.136 | 162.142 | 149.537 |
Property/Plant/Equipment, Total - Net | 15.011 | 15.598 | 16.032 | 16.676 | 17.076 |
Goodwill, Net | 6.991 | 6.991 | 6.991 | 6.991 | 6.991 |
Intangibles, Net | 8.871 | 8.779 | 7.716 | 6.014 | 4.35 |
Other Long Term Assets, Total | 0.627 | 0.61 | 0.598 | 0.94 | 0.797 |
Total Current Liabilities | 37.189 | 17.689 | 14.679 | 15.999 | 15.751 |
Payable/Accrued | 34.374 | 15.604 | 11.555 | 12.765 | 11.577 |
Notes Payable/Short Term Debt | 0 | 0 | 0 | 0 | 0 |
Current Port. of LT Debt/Capital Leases | 1.613 | 1.566 | 1.658 | 1.708 | 1.404 |
Other Current Liabilities, Total | 1.202 | 0.519 | 1.466 | 1.526 | 2.77 |
Total Liabilities | 50.779 | 32.088 | 29.286 | 31.434 | 31.592 |
Total Long Term Debt | 11.586 | 12.395 | 13.058 | 13.886 | 14.292 |
Capital Lease Obligations | 11.586 | 12.395 | 13.058 | 13.886 | 14.292 |
Other Liabilities, Total | 2.004 | 2.004 | 1.549 | 1.549 | 1.549 |
Total Equity | 147.21 | 133.394 | 115.85 | 130.708 | 117.945 |
Common Stock | 0.051 | 0.051 | 0.051 | 0.051 | 0.051 |
Additional Paid-In Capital | 8.963 | 8.93 | 8.917 | 8.658 | 8.647 |
Retained Earnings (Accumulated Deficit) | 138.778 | 124.886 | 107.37 | 122.739 | 110.284 |
Treasury Stock - Common | -0.582 | -0.473 | -0.488 | -0.74 | -1.037 |
Total Liabilities & Shareholders’ Equity | 197.989 | 165.482 | 145.136 | 162.142 | 149.537 |
Total Common Shares Outstanding | 411.578 | 410.525 | 410.468 | 409.606 | 409.232 |
- Annual
- Quarterly
2022 | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|
Net income/Starting Line | 46.739 | 43.822 | 38.829 | 30.353 | 22.646 |
Cash From Operating Activities | 45.798 | 44.675 | 39.688 | 32.043 | 28.848 |
Cash From Operating Activities | 3.643 | 3.623 | 3.574 | 2.11 | 1.971 |
Non-Cash Items | 15.984 | 16.922 | 14.271 | 9.383 | 5.841 |
Cash Taxes Paid | 11.433 | 11.455 | 11.827 | 5.704 | 5.045 |
Cash Interest Paid | 0.768 | 0.79 | 0.848 | 0.042 | 0.025 |
Changes in Working Capital | -20.568 | -19.692 | -16.986 | -9.803 | -1.61 |
Cash From Investing Activities | -3.181 | -6.082 | -0.874 | -0.534 | -0.829 |
Capital Expenditures | -3.379 | -3.544 | -1.057 | -0.858 | -0.957 |
Other Investing Cash Flow Items, Total | 0.198 | -2.538 | 0.183 | 0.324 | 0.128 |
Cash From Financing Activities | -52.595 | -30.969 | -21.497 | -12.137 | -20.462 |
Total Cash Dividends Paid | -50.383 | -29.138 | -19.733 | -14.938 | -20.095 |
Issuance (Retirement) of Stock, Net | 0.272 | 0.199 | 0.792 | 3.216 | -0.168 |
Issuance (Retirement) of Debt, Net | -1.716 | -1.241 | -1.708 | -0.373 | -0.199 |
Net Change in Cash | -9.978 | 7.624 | 17.317 | 19.372 | 7.557 |
Financing Cash Flow Items | -0.768 | -0.789 | -0.848 | -0.042 |
Mar 2023 | Sep 2022 | Mar 2022 | Sep 2021 | Mar 2021 | |
---|---|---|---|---|---|
Net income/Starting Line | 32.839 | 46.739 | 20.9 | 43.822 | 25.717 |
Cash From Operating Activities | 37.496 | 45.798 | 18.082 | 44.675 | 18.863 |
Cash From Operating Activities | 1.989 | 3.643 | 1.741 | 3.623 | 2.035 |
Non-Cash Items | 9.879 | 15.984 | 7.722 | 16.922 | 7.567 |
Cash Taxes Paid | 10.363 | 11.433 | 5.558 | 11.455 | 4.766 |
Cash Interest Paid | 0.487 | 0.768 | 0.381 | 0.79 | 0.398 |
Changes in Working Capital | -7.211 | -20.568 | -12.281 | -19.692 | -16.456 |
Cash From Investing Activities | -0.91 | -3.181 | -1.968 | -6.082 | -4.7 |
Capital Expenditures | -1.711 | -3.379 | -1.981 | -3.544 | -2.145 |
Other Investing Cash Flow Items, Total | 0.801 | 0.198 | 0.013 | -2.538 | -2.555 |
Cash From Financing Activities | -20.576 | -52.595 | -39.971 | -30.969 | -19.951 |
Financing Cash Flow Items | -0.728 | -0.768 | -0.381 | -0.789 | -0.397 |
Total Cash Dividends Paid | -18.893 | -50.383 | -38.971 | -29.138 | -19.07 |
Issuance (Retirement) of Stock, Net | -0.172 | 0.272 | 0.259 | 0.199 | 0.188 |
Issuance (Retirement) of Debt, Net | -0.783 | -1.716 | -0.878 | -1.241 | -0.672 |
Net Change in Cash | 16.01 | -9.978 | -23.857 | 7.624 | -5.788 |
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AJ Bell Plc Company profile
About AJ Bell PLC
AJ Bell Plc is a United Kingdom-based company that provides investment platforms. The Company’s products includes AJ Bell Investcentre, AJ Bell Youinvest, AJ Bell Investments, AJ Bell Media, AJ Bell Securities and AJ Bell Platinum. AJ Bell Investcentre provides regulated financial advisers and wealth managers with a suite of online tools to help manage their retail clients’ portfolios. AJ Bell Investcentre offers self-invested personal pension (SIPP), retirement investment account, stocks and shares Individual Savings Account (ISA), lifetime ISA, General Investment Account (GIA), junior SIPP and junior ISA. AJ Bell Youinvest is a direct to consumer (D2C) retail investment platforms. AJ Bell Platinum offers offers AJ Bell Platinum SIPP and AJ Bell Platinum SSAS. AJ Bell Platinum SSAS helps to maintain control of pensions arrangements within a flexible and tax-efficient environment.
Financial summary
BRIEF: For the fiscal year ended 30 September 2021, AJ Bell PLC revenues increased 15% to £145.8M. Net income increased 13% to £43.8M. Revenues reflect Transactional increase of 42% to £39.3M, Recurring ad-valorem increase of 8% to £78M, Recurring fixed increase of 7% to £28.6M. Net income was partially offset by Administrative expenses - balancing increase of 16% to £86M (expense), Amortization of Computer Software in SGA increase from £54K to £525K (expense).
Industry: | Diversified Investment Services |
4 Exchange Quay
SALFORD
GREATER MANCHESTER M5 3EE
GB
Income Statement
- Annual
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