AJ Bell plc

AJ Bell plcverified

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 Youinvest, 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 adviser-led and D2C pension administration services to customers with bespoke SIPP and SSAS accounts; dealing...[Read more]

Industry

Asset Management

IPO Date

2018-12-07

Stock Exchange

LSE

Ticker

AJB.L

The ROE as of December 2025 (TTM) for AJ Bell plc (AJB.L) is 50.49%

According to AJ Bell plc’s latest financial reports and current stock price. The company's current ROE is 50.49%. This represents a change of 113.09% compared to the average of 23.69% of the last 4 quarters.

AJ Bell plc (AJB.L) Historical ROE (quarterly & annually)

How has AJB.L ROE performed in the past?

The mean historical ROE of AJ Bell plc over the last ten years is 35.89%. The current 50.49% ROE has changed 40.69% with respect to the historical average. Over the past ten years (40 quarters), AJB.L's ROE was at its highest in in the March 2025 quarter at 25.71%. The ROE was at its lowest in in the September 2015 quarter at 11.66%.

Quarterly (TTM)
Annual

Average

35.89%

Median

35.32%

Minimum

24.80%

Maximum

48.34%

AJ Bell plc (AJB.L) ROE by Quarter and Year

Discovering the peaks and valleys of AJ Bell plc ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 23.50%

Maximum Annual ROE = 48.34%

Minimum Annual Increase = -5.48%

Minimum Annual ROE = 24.80%

Quarterly (TTM)
Annual
YearROEChange
202548.34%16.99%
202441.32%0.58%
202341.09%17.26%
202235.04%4.51%
202133.53%-5.48%
202035.47%0.58%
201935.27%-0.27%
201835.36%23.50%
201728.63%15.45%
201624.80%5.16%

AJ Bell plc (AJB.L) Average ROE

How has AJB.L ROE performed in the past?

The current ROE of AJ Bell plc (AJB.L) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

43.58%

5-year avg

39.86%

10-year avg

35.89%

AJ Bell plc (AJB.L) ROE vs. Peers

How is AJB.L’s ROE compared to its peers?

AJ Bell plc’s ROE is less than Ninety One Group (41.63%), less than International Public Partnerships Limited (4.93%), less than Man Group Limited (11.73%), greater than Greencoat UK Wind PLC (-4.46%), less than Caledonia Investments plc (2.26%), greater than JTC Plc (-3.61%), less than HarbourVest Global Private Equity Ltd. (5.22%), less than HICL Infrastructure PLC (1.52%), less than Rathbones Group Plc (4.76%), less than Just Group plc (5.18%),

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