Quilter (LON:QLT) Announces Quarterly Earnings Results

Quilter (LON:QLT) announced its quarterly earnings data on Thursday. The company reported GBX 3.30 EPS for the quarter, Digital Look Earnings reports. Quilter had a return on equity of 8.35% and a net margin of 1.28%.

Here are the key takeaways from Quilter’s conference call:

• Record core net flows reached £6 billion, up 32% year over year, while net flows rose to 9% of opening assets. Gross flows increased to £11.9 billion, reflecting continued momentum across the platform, solutions and high-net-worth businesses.
• Adjusted profit rose 12% to £112 million and EPS increased 13%, supported by 12% revenue growth and a 16% increase in net management fees. The company also reported a strong solvency position and has completed nearly 70% of its £100 million share buyback.
• The operating margin held at 30% despite inflation, lower interest income and elevated investment in technology, data, branding and distribution. Full-year costs are expected at £530 million–£540 million, likely toward the upper end, although management retains a long-term ambition to reach margins in the mid-30s.
• Quilter highlighted strong competitive positions, including an 18% share of platform gross new business and a 13% share of the MPS market. Management expects peer-leading net flows above its previous 45% ambition for the foreseeable future and anticipates second-half adjusted profit to be mid-single-digit percentage points above the first half, assuming steady markets.
• Management said advisor churn has not materially increased despite heightened competition, but acknowledged that platform pricing remains competitive and client-asset tiering continues to pressure revenue margins. Quilter is investing in AI and an adviser technology ecosystem to improve productivity and reduce servicing costs, while noting that the newer Quilter Invest proposition is a long-term, early-stage opportunity.

Quilter Stock Up 2.0%

Quilter stock opened at GBX 200 on Friday. The company has a current ratio of 3.92, a quick ratio of 0.05 and a debt-to-equity ratio of 18.49. Quilter has a 1-year low of GBX 150.80 and a 1-year high of GBX 209. The firm’s fifty day simple moving average is GBX 196.07 and its 200-day simple moving average is GBX 188.89. The company has a market capitalization of £2.70 billion, a P/E ratio of 23.26, a P/E/G ratio of 2.50 and a beta of 0.82.

More Quilter News

Here are the key news stories impacting Quilter this week:

• Positive Sentiment: Berenberg raised its price target to GBX 220 from GBX 215 and upgraded Quilter to “buy,” signaling increased confidence in the wealth manager’s earnings and growth prospects. Digital Look broker views
• Positive Sentiment: Royal Bank of Canada reaffirmed its “outperform” rating and set a GBX 235 price target, providing another positive analyst signal and suggesting material upside potential. London Stock Exchange broker ratings
• Positive Sentiment: Quilter reported strong first-half 2026 results, supported by record inflows and higher assets under management. The company also increased its dividend and announced a share buyback, improving the shareholder-return case. Quilter lifts assets and profits
• Neutral Sentiment: Quarterly earnings were reported at GBX 3.30 per share, with an 8.35% return on equity and a 1.28% net margin. The results reinforce operational progress but also highlight relatively modest profitability. Quilter earnings report
• Negative Sentiment: Management expects only modest profit growth in the second half as investor caution weighs on activity. A higher tax charge also overshadowed the strong operating performance, prompting selling pressure after the results. Reuters Quilter profit outlook Yahoo Finance Quilter tax charge

Insider Buying and Selling

In other Quilter news, insider Andrew Ross bought 27,100 shares of the stock in a transaction on Wednesday, May 20th. The shares were purchased at an average cost of GBX 186 per share, with a total value of £50,406. 0.52% of the stock is owned by insiders.

Wall Street Analyst Weigh In

A number of research analysts recently commented on the stock. Citigroup boosted their price objective on shares of Quilter from GBX 195 to GBX 210 and gave the company a “neutral” rating in a research report on Monday, August 3rd. JPMorgan Chase & Co. lowered their price target on shares of Quilter from GBX 212 to GBX 206 and set an “overweight” rating on the stock in a report on Tuesday, April 21st. Berenberg Bank increased their price objective on Quilter from GBX 215 to GBX 220 and gave the stock a “buy” rating in a report on Friday. Jefferies Financial Group reissued a “buy” rating and set a GBX 220 price objective on shares of Quilter in a research report on Wednesday, April 15th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and issued a GBX 235 target price on shares of Quilter in a research report on Friday. Six investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of GBX 210.86.

Quilter Company Profile

Quilter is a leading UK-focused full-service wealth manager, providing advice-led investment solutions and investment platform services to over 500,000 clients.

Its purpose is to create brighter financial futures for every generation.

Quilter strives to do this through supporting long-term advice-based relationships, delivering good investment management performance while maintaining consistently high-quality customer service.

It has leading positions in one of the world’s largest wealth markets, and its multi-channel distribution, award-winning platform and investment solutions are delivering attractive growth.