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Trade AJ BELL PLC ORD GBP0.000125 - AJB CFD

3.0245
0.2%
Market Trading Hours* (UTC) Open now
Closes on Thursday at 16:30

Mon - Thu: 08:00 - 16:30

  • Summary
  • Historical Data
  • Events
  • Income Statement
  • Balance Sheet
  • Cash Flow
Trading сonditions
Spread 0.0270
Long position overnight fee

Long position overnight fee


Margin. Your investment $1,000.00
Overnight fee -0.025266 %
Charges from full value of position ($-4.80)
Trade size with leverage ~ $20,000.00
Money from leverage ~ $19,000.00

Go to platform
-0.025266%
Short position overnight fee

Short position overnight fee


Margin. Your investment $1,000.00
Overnight fee 0.003348 %
Charges from full value of position ($0.64)
Trade size with leverage ~ $20,000.00
Money from leverage ~ $19,000.00

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

High Medium Low Negligible

‘C’ score indicates satisfactory relative ESG performance and moderate degree of transparency in reporting material ESG data publicly.

More ESG coverage

Key Stats
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 Release

Forecast

-

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 Release

Forecast

-

Previous

-
View all events
  • 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
  • Quarterly

News

A way forward: a roundup of recent central bank decisions

Five of the world’s most significant central banks delivered policy this week. We review the decisions and discuss their impact on the markets.

12:47, 22 March 2024

Bank of Japan Preview: will the BOJ end negative interest rates?

The Bank of Japan meets on Tuesday 19th of March. We preview what to expect from the BOJ decision and how it might impact the USD/JPY and Nikkei 225.

08:44, 18 March 2024

Higher CPI leaves traders unfazed as US equities continue to build momentum

The latest US CPI reading hasn’t gone how the Federal would have hoped. Consumer prices came in higher than expected in February for the third month in a row.

12:42, 15 March 2024

Four reasons why Bitcoin is surging to record highs

Bitcoin has surged to record highs. We discuss the four factors pushing Bitcoin higher and analyse the technicals of the cryptocurrency’s technicals.

10:18, 14 March 2024

China’s National People’s Congress: The markets have again been left wanting more

China’s National People’s Congress (NPC) is underway, and the markets have so far been disappointed by what’s been delivered by the country’s central government. We look at some of the significant takeaways from the event, discuss China’s current economic conditions, and analyse the China A50.

08:23, 8 March 2024
Facade on the Federal Reserve Building in Washington DC

Central Banks: which one will cut first?

Central banks dominate the calendar in March and markets try to anticipate which one will be the first one to cut

13:14, 6 March 2024

Nvidia (NVDA) confronts high expectations for Q4 results

Nvidia is arguably the hottest company on the planet. The company reports its Q4 results after the closing bell on Wednesday, the 21st of February. We preview what to expect from Nvidia’s earnings and analyse the technicals of its stock price.

12:13, 20 February 2024

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