AJ Bell Primed for Analyst Upgrades After Strong Results -- Market Talk

Dow Jones05-21

0732 GMT - AJ Bell's strong first-half results act as a testament to its diversified revenue model and imply a 4% to 6% consensus upgrade for FY 2026, RBC Capital Markets analysts Ben Bathurst and Jude Neanor say. The investment platform's guidance upgrade and higher anticipated revenue margins enable increased investment in the second half, but with higher profitability. Cost growth is now guided at 19% versus consensus of 13%, with margins expected to be over 40%, up from a previous 39% to 40% expectation, RBC says. "The decision to once again increase investment in brand in 2H is eye-catching, but is supported by the strong recent traction in terms of customer growth, in our view," the analysts say in a note. Shares are up 11% at 593.50 pence. (anthony.orunagoriainoff@dowjones.com)

(END) Dow Jones Newswires

May 21, 2026 03:32 ET (07:32 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2637800208?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-05-21 15:32","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2637800208","market":"us","top_or_hot":-1,"title":"AJ Bell Primed for Analyst Upgrades After Strong Results -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0732 GMT - AJ Bell's strong first-half results act as a testament to its diversified revenue model and imply a 4% to 6% consensus upgrade for FY 2026, RBC Capital Markets analysts Ben Bathurst and Jude Neanor say. The investment platform's guidance upgrade and higher anticipated revenue margins enable increased investment in the second half, but with higher profitability. Cost growth is now guided at 19% versus consensus of 13%, with margins expected to be over 40%, up from a previous 39% to 40% expectation, RBC says. \"The decision to once again increase investment in brand in 2H is eye-catching, but is supported by the strong recent traction in terms of customer growth, in our view,\" the analysts say in a note. Shares are up 11% at 593.50 pence. (anthony.orunagoriainoff@dowjones.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 21, 2026 03:32 ET (07:32 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AJ Bell Primed for Analyst Upgrades After Strong Results -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAJ Bell Primed for Analyst Upgrades After Strong Results -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-05-21 15:32</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0732 GMT - AJ Bell's strong first-half results act as a testament to its diversified revenue model and imply a 4% to 6% consensus upgrade for FY 2026, RBC Capital Markets analysts Ben Bathurst and Jude Neanor say. The investment platform's guidance upgrade and higher anticipated revenue margins enable increased investment in the second half, but with higher profitability. Cost growth is now guided at 19% versus consensus of 13%, with margins expected to be over 40%, up from a previous 39% to 40% expectation, RBC says. \"The decision to once again increase investment in brand in 2H is eye-catching, but is supported by the strong recent traction in terms of customer growth, in our view,\" the analysts say in a note. Shares are up 11% at 593.50 pence. (anthony.orunagoriainoff@dowjones.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 21, 2026 03:32 ET (07:32 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NKE","symbol_name":"耐克","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2637800208","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2637800208","pubTimestamp":1779348720,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"Copyright (c) 2026 Dow Jones & Company, Inc.","collect":0,"end_time":0,"defaultTopTitle":"","property":["rate"],"viewcount":null,"language":"en","relate_stocks":{"NKE":"耐克"},"translate_title":"AJ Bell在强劲业绩后准备上调分析师评级——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NKE":1.5},"content_text":"0732 GMT - AJ Bell's strong first-half results act as a testament to its diversified revenue model and imply a 4% to 6% consensus upgrade for FY 2026, RBC Capital Markets analysts Ben Bathurst and Jude Neanor say. The investment platform's guidance upgrade and higher anticipated revenue margins enable increased investment in the second half, but with higher profitability. Cost growth is now guided at 19% versus consensus of 13%, with margins expected to be over 40%, up from a previous 39% to 40% expectation, RBC says. \"The decision to once again increase investment in brand in 2H is eye-catching, but is supported by the strong recent traction in terms of customer growth, in our view,\" the analysts say in a note. Shares are up 11% at 593.50 pence. (anthony.orunagoriainoff@dowjones.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 21, 2026 03:32 ET (07:32 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.42.2","shortVersion":"4.42.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2637800208","isCrawlerRequest":true}