AJ Bell (LON:AJB) Receives Hold Rating from Berenberg Bank

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

AJB has been the topic of a number of other reports. Deutsche Bank Aktiengesellschaft reduced their target price on shares of AJ Bell from GBX 625 to GBX 570 and set a “buy” rating on the stock in a report on Friday, December 5th. Beaufort Securities reissued a “hold” rating and set a GBX 490 price objective on shares of AJ Bell in a research note on Friday, December 5th. Shore Capital reaffirmed a “buy” rating and issued a GBX 600 target price on shares of AJ Bell in a research note on Thursday. UBS Group reiterated a “neutral” rating and issued a GBX 520 price target on shares of AJ Bell in a report on Friday, January 16th. Finally, Citigroup raised their price objective on AJ Bell from GBX 440 to GBX 475 and gave the stock a “sell” rating in a report on Monday, October 20th. Three research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, AJ Bell currently has a consensus rating of “Hold” and an average target price of GBX 528.75.

AJ Bell Stock Down 0.6%

Shares of LON:AJB opened at GBX 462.60 on Thursday. The company has a quick ratio of 7.16, a current ratio of 3.63 and a debt-to-equity ratio of 6.46. The company has a market capitalization of £1.85 billion, a P/E ratio of 18.10, a P/E/G ratio of 5.73 and a beta of 0.99. AJ Bell has a 52-week low of GBX 355.20 and a 52-week high of GBX 578.50. The stock’s fifty day simple moving average is GBX 472.67 and its 200-day simple moving average is GBX 506.84.

Insiders Place Their Bets

In related news, insider Peter Birch purchased 4,000 shares of the firm’s stock in a transaction on Thursday, December 4th. The shares were bought at an average price of GBX 490 per share, for a total transaction of £19,600. 23.88% of the stock is currently owned by corporate insiders.

More AJ Bell News

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

• Positive Sentiment: Assets under administration exceeded forecasts by about £2bn and new customer additions materially beat expectations — a clear revenue and fee-growth positive. AJ Bell assets beat forecasts by £2 bln as new customers double estimates
• Positive Sentiment: Company reports a rise in customer numbers and describes “strong momentum” heading into 2026 — supports continued platform growth and recurring revenue. AJ Bell hails rise in customer numbers, “strong momentum” in 2026
• Positive Sentiment: Platform gross inflows rose 27.7% quarter-on-quarter, indicating strong client activity and AUM growth potential. UK’s AJ Bell reports 27.7% rise in quarterly gross inflows in platform segment
• Positive Sentiment: Shore Capital reaffirmed a “buy” rating and set a GBX 600 price target, providing analyst support for upside versus current trading levels. Digital Look broker ratings (Shore Capital)
• Neutral Sentiment: Markets commentary covered AJ Bell alongside peers in live coverage — useful for context but not a direct catalyst. AJ Bell and B&M: Markets live blog
• Negative Sentiment: FTAdviser and other coverage note that strong inflows have been “offset by pre‑Budget panic”; AJ Bell’s CEO publicly urged the government not to spook investors — political risk could hit retail investment activity and short‑term sentiment. AJ Bell inflows offset by pre-Budget panic as CEO calls for stability from govt
• Negative Sentiment: Analysts and company commentary warn that persistent Budget uncertainty is at odds with AJ Bell’s mission to grow retail investment — a sustained policy shock could reduce future flows. AJ Bell: Persistent Budget uncertainty ‘directly at odds’ with mission to boost retail investment

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.