AJ Bell’s (AJB) “Hold” Rating Reiterated at Berenberg Bank

Berenberg Bank reaffirmed their hold rating on shares of AJ Bell (LON:AJB) in a research note released on Thursday morning, Marketbeat reports. The firm currently has a GBX 490 price target on the stock.

A number of other equities research analysts have also issued reports on AJB. Shore Capital reiterated a “buy” rating and set a GBX 600 target price on shares of AJ Bell in a report on Thursday. Deutsche Bank Aktiengesellschaft reduced their price objective on AJ Bell from GBX 625 to GBX 570 and set a “buy” rating on the stock in a research note on Friday, December 5th. UBS Group reissued a “neutral” rating and set a GBX 520 target price on shares of AJ Bell in a research note on Friday, January 16th. Citigroup increased their price target on AJ Bell from GBX 440 to GBX 475 and gave the company a “sell” rating in a research report on Monday, October 20th. Finally, Jefferies Financial Group raised their target price on shares of AJ Bell from GBX 590 to GBX 625 and gave the company a “buy” rating in a report on Friday, October 17th. Three research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of GBX 528.75.

AJ Bell Stock Down 0.1%

Shares of AJB opened at GBX 464.60 on Thursday. The company’s 50-day simple moving average is GBX 471.77 and its 200-day simple moving average is GBX 506.37. The company has a debt-to-equity ratio of 6.46, a quick ratio of 7.16 and a current ratio of 3.63. AJ Bell has a 1 year low of GBX 355.20 and a 1 year high of GBX 578.50. The stock has a market capitalization of £1.86 billion, a PE ratio of 18.18, a P/E/G ratio of 5.73 and a beta of 0.99.

Insider Activity at AJ Bell

In other AJ Bell news, insider Peter Birch bought 4,000 shares of the business’s stock in a transaction dated Thursday, December 4th. The shares were acquired at an average price of GBX 490 per share, with a total value of £19,600. Insiders own 23.88% of the company’s stock.

More AJ Bell News

Here are the key news stories impacting AJ Bell this week:

• Positive Sentiment: Company reports much stronger-than-expected customer and asset inflows: assets beat forecasts by ~£2bn and new customer numbers materially exceeded estimates, underpinning revenue growth prospects. Read More.
• Positive Sentiment: Platform momentum: quarterly gross inflows in the platform segment rose 27.7%, signalling continued demand for AJ Bell’s platform services. This supports medium‑term AUM and fee revenue expansion. Read More.
• Positive Sentiment: Broker support: Shore Capital reaffirmed a “buy” rating with a GBX 600 target, offering upside from current levels and reinforcing confidence among growth-oriented investors. Read More.
• Neutral Sentiment: Berenberg reiterated a “hold” rating with a GBX 490 target — a more cautious stance that sits between current trading and Shore’s more optimistic view, adding mixed analyst signals. Read More.
• Negative Sentiment: Management warnings and policy risk: CEO publicly urged the government not to “spook” investors and highlighted that persistent Budget uncertainty is at odds with AJ Bell’s mission to boost retail investment — comments that may weigh on sentiment given the potential for regulatory/tax changes to hit retail flows. Read More. Read More.
• Negative Sentiment: Pre‑Budget market nervousness: Coverage notes that recent inflows were partly offset by pre‑Budget panic among investors — this political/regulatory uncertainty is the principal near‑term risk to customer acquisition and AUM growth. Read More.

About AJ Bell

Established in 1995, AJ Bell is one of the largest investment platforms in the UK, operating at scale in both the advised and direct-to-consumer markets.

Our purpose is to help people invest by providing them with easy access to Pensions, ISAs and General investment accounts, great customer service and competitive charges.

Our two core platform propositions are AJ Bell in the D2C market and AJ Bell Investcentre in the advised market, which both provide access to a broad investment range including shares and other instruments traded on the major stock exchanges around the world, as well as all mainstream collective investments available in the UK and our own range of AJ Bell funds.