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| 03.08.25 07:30:33 |
There's A Lot To Like About St. James's Place's (LON:STJ) Upcoming UK£0.06 Dividend |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Some investors rely on dividends for growing their wealth, and if you're one of those dividend sleuths, you might be intrigued to know that St. James's Place plc (LON:STJ) is about to go ex-dividend in just 3 days. The ex-dividend date is two business days before a company's record date in most cases, which is the date on which the company determines which shareholders are entitled to receive a dividend. The ex-dividend date is important as the process of settlement involves at least two full business days. So if you miss that date, you would not show up on the company's books on the record date. Meaning, you will need to purchase St. James's Place's shares before the 7th of August to receive the dividend, which will be paid on the 19th of September.
The company's upcoming dividend is UK£0.06 a share, following on from the last 12 months, when the company distributed a total of UK£0.18 per share to shareholders. Based on the last year's worth of payments, St. James's Place has a trailing yield of 1.4% on the current stock price of UK£12.98. If you buy this business for its dividend, you should have an idea of whether St. James's Place's dividend is reliable and sustainable. So we need to check whether the dividend payments are covered, and if earnings are growing.
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If a company pays out more in dividends than it earned, then the dividend might become unsustainable - hardly an ideal situation. St. James's Place paid out just 19% of its profit last year, which we think is conservatively low and leaves plenty of margin for unexpected circumstances.
Companies that pay out less in dividends than they earn in profits generally have more sustainable dividends. The lower the payout ratio, the more wiggle room the business has before it could be forced to cut the dividend.
View our latest analysis for St. James's Place
Click here to see the company's payout ratio, plus analyst estimates of its future dividends.LSE:STJ Historic Dividend August 3rd 2025
Have Earnings And Dividends Been Growing?
Companies with consistently growing earnings per share generally make the best dividend stocks, as they usually find it easier to grow dividends per share. Investors love dividends, so if earnings fall and the dividend is reduced, expect a stock to be sold off heavily at the same time. That's why it's comforting to see St. James's Place's earnings have been skyrocketing, up 29% per annum for the past five years.
Story Continues
The main way most investors will assess a company's dividend prospects is by checking the historical rate of dividend growth. St. James's Place's dividend payments per share have declined at 2.5% per year on average over the past 10 years, which is uninspiring. St. James's Place is a rare case where dividends have been decreasing at the same time as earnings per share have been improving. It's unusual to see, and could point to unstable conditions in the core business, or more rarely an intensified focus on reinvesting profits.
The Bottom Line
Is St. James's Place worth buying for its dividend? Companies like St. James's Place that are growing rapidly and paying out a low fraction of earnings, are usually reinvesting heavily in their business. Perhaps even more importantly - this can sometimes signal management is focused on the long term future of the business. St. James's Place ticks a lot of boxes for us from a dividend perspective, and we think these characteristics should mark the company as deserving of further attention.
Ever wonder what the future holds for St. James's Place? See what the six analysts we track are forecasting, with this visualisation of its historical and future estimated earnings and cash flow
Generally, we wouldn't recommend just buying the first dividend stock you see. Here's a curated list of interesting stocks that are strong dividend payers.
Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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| 31.07.25 16:51:38 |
Cash-Serven stehen vor einer Pensionskrise, warnt St James’s Place Chef |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Cash Isas in Peril: Eine wachsende Krise in der britischen Retirement Savings Landscape* *
Die Sparlandschaft des Vereinigten Königreichs steht aufgrund hoher Inflationsraten einer erheblichen Krise gegenüber. Ein führender Vermögensverwalter, Mark FitzPatrick, Chief Executive von St James's Place, hat gewarnt, dass die Eröffnung einer Bar ISA für eine Rente ist eine schlechte Bewegung. Diese Warnung kommt inmitten einer schnell steigenden Lebenshaltungskosten-Umgebung, in der die Inflationsraten erwartet werden, das Nestei derer, die Cash Isas verwenden, um für ihren Ruhestand zu sparen, zu löschen.
**Die Risiken von Cash Isas*
Cash Isas bieten in der Regel Zinsen von weniger als 5pc pro Jahr, was bedeutet, dass Sparer Risiko sehen, dass alle Gewinne durch die aktuellen Inflationsraten von über 3pc erodiert. Dies bedeutet, dass selbst wenn die Zinssätze steigen, die realen Renditen auf Spareinlagen niedriger sein werden. Darüber hinaus hat der FTSE 100 Index im vergangenen Jahr Gewinne von über 9pc erzielt, während der S&P 500 im gleichen Zeitraum Gewinne von fast 16pc erzielt hat.
**Die Folgen des Misstrauens zu wachsen Einsparungen* *
Wenn Sparer ihre Rentenersparnis nicht entsprechend steigender Preise erhöhen, riskieren sie, mit einer Rente im Wert von nur £ 11,973 pro Jahr zu bleiben. Dies entspricht einer Rente, die etwa £8,500 pro Jahr niedriger ist als das, was zur Unterstützung eines anständigen Lebensstandards im Ruhestand erforderlich ist. Dies könnte zu finanziellen Schwierigkeiten für diejenigen führen, die sich auf die staatliche Rente verlassen und sie dazu zwingen, sich auf die staatliche Rente als letztes Resort zu verlassen.
**Die Notwendigkeit eines ausgewogenen Ansatzes* *
Experten prognostizieren, dass die britischen Hauspreise nach über zwei Jahrzehnten des rasanten Wachstums stagnieren werden, wobei die durchschnittlichen Preise um 215pc von £85.000 im Jahr 2000 auf £268.000 heute steigen. Dies deutet darauf hin, dass der Immobilienmarkt unwahrscheinlich auf der gleichen Ebene wie in der Vergangenheit durchzuführen. Daher sind viele Menschen, die denken, dass der Immobilienmarkt zur Rettung fahren wird, wahrscheinlich falsch.
**A Notwendigkeit einer Überholung des ISA-Regimes* *
Mark FitzPatrick warnte, dass eine Überholung des ISA-Regimes dazu beitragen könnte, Investitionen zu fördern, wenn die angebotenen Steuervorteile sich zu verjüngen begannen, wenn die Einsparungen hoch genug sind. Er betonte jedoch, dass dies ein Karotten- und Stick-Ansatz sein müsste, anstatt einfach Steuervorteile zu beseitigen. Dieser Ansatz müßte in Verbindung mit einem ausgewogeneren Ansatz für die Altersvorsorge berücksichtigt werden, der die Inflationsrisiken und die potenziellen Folgen eines Versagens von Einsparungen berücksichtigt.
**Ausschluss* *
Die Sparlandschaft des Vereinigten Königreichs steht vor einer bedeutenden Krise, mit hohen Inflationsraten löscht das Nestei derjenigen, die Bargeld Isas verwenden, um für ihren Ruhestand zu sparen. Mark FitzPatricks Warnungen unterstreichen die Notwendigkeit einer ausgewogeneren Herangehensweise an Pensionsersparnisse, die die Risiken der Inflation und die potenziellen Folgen des Fehlens von Einsparungen berücksichtigt. Es ist wichtig, dass politische Entscheidungsträger und Branchenführer zusammenarbeiten, um sicherzustellen, dass die Rentenersparnisse geschützt werden und dass diejenigen, die sich auf die staatliche Rente verlassen, nicht zurückgelassen werden. |
| 17.07.25 05:00:00 |
St James’s Place finally scraps exit charges – is it time to move your money out? |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Are you a St James’s Place client? We want to hear your experiences, good or bad. Email: money@telegraph.co.uk.
St James’s Place will introduce its much-anticipated new charging structure next month, reducing costs for some clients, but others will still be subject to its controversial exit charge for six years to come.
Britain’s biggest wealth manager, which has long been criticised for the complexity of its fee model, first announced the overhaul in 2023 following the introduction of new regulations by the City watchdog.
In the same year, The Telegraph revealed that some clients had paid thousands of pounds for advice they did not receive, driving a surge in complaints from claims management firms.
The firm, which looks after the pensions and savings of more than one million clients, came under pressure after the Financial Conduct Authority published new “consumer duty” rules.
It has since earmarked £426m for potential refunds in relation to the scandal.
After a tumultuous few years, the new charging structure – which also does away with the controversial “early withdrawal charge” for new customers – is a chance for the firm to draw a line in the sand.
So, is this the moment to leave St James’s Place for good – or give it another chance?
James Rainbow, chief executive at St James’s Place, said: “I wouldn’t understate the extent of the change we are making. It’s been the result of 18 months of significant work from across the St James’s Place organisation.”
As part of the overhaul, the firm is now separating out its charges into advice fees, product fees and fund fees. Previously, the wealth manager bundled up its charges, making it extremely difficult for clients to work out how much they were paying.
How the new charges work
Some costs are coming down. St James’s Place used to charge an initial advice fee of up to 4.5pc, but now this will now be tiered based on the amount invested.
This means a new client would pay £10,500 upfront on a £400,000 sum, according to the firm’s calculations.
However, the annual advice fee is increasing from 0.5pc to 0.8pc. The firm said this was to reflect “where clients get the most value”.
An annual advice fee of 0.8pc is the industry average, according to research from the Financial Conduct Authority published in 2020.
The firm is also launching tiered product charge. The fees are 0.35pc for investment bonds and pensions, falling gradually depending on the amount invested, with 0.25pc due on sums over £3m.
For Isas and unit trusts, the charge is 0.27pc, dropping to 0.17pc on amounts over £3m.
Story Continues
Until now, the price of a fund has included advice charges. But going forwards, the firm is stripping these out, which should make investment performance easier to compare.
Fund charges will now range between 0.09pc and 0.69pc, with the average at 0.52pc.
Altogether, the ongoing charges for a client with a pension add up to roughly 1.67pc each year.
How St James’s Place compares
Holly Mackay, of research firm Boring Money, said this put St James’s Place “pretty bang on in the middle of the pack”, compared to other wealth managers.
She said: “On average, most St James’s Place clients will be better off. A big problem with their previous charging structure was its complexity – it was head-bangingly difficult to work out what you were paying and then compare [with others].”
Most of its funds are cheaper following the restructure. However, a minority now cost more.
St James’s Place said that the majority of investors would see their charges go down regardless, because clients tend to hold a combination of funds in a portfolio.
But a small number of clients will see their overall fees go up. The firm said it was writing to these clients to inform them.
Pensions and investment bonds will be more expensive in the short-term. The new charges work out at about 1.67pc per year, up from 0.92pc in the first six years under the previous system.
However, they compare favourably over the long-term – down from 1.92pc in years seven to 10, and from 1.77pc after that.
One of the biggest changes has been the removal of the so-called “early withdrawal charge”.
St James’s Place used to levy a charge if a client with pensions or investment bonds left the business within six years. The charge applied on a sliding scale – reducing from 6pc in year one to 1pc in year six. This was designed to recoup initial fees which were spread over six years, the firm argued.
New clients will no longer have to pay this fee if they want to move their money. Investments outside of the six-year window will move into the new charging structure from August.
But those with pensions and investment bonds who joined the firm in the last six years will still face a penalty if they leave within that timeframe. In fact, any money added to pensions or investment bonds in the last six years would be subject to the charge if the client left.
Lee Goggin, of the website Find A Wealth Manager, said: “I would be mightily peeved if, as an existing client, I still had to endure the early withdrawal charge, and yet new clients aren’t caught by this ridiculous fee.”
Mr Goggin also said he thought the fund charges were still “at the upper end” of the market.
“For high-net-worth investors, particularly those with larger portfolios, the total cost of investing with St James’s Place is likely to remain steep when compared to other, more modern discretionary managers or platform-based models offering low-cost passive funds.”
St James’s Place said that nearly 95pc of its funds will now rank below average in terms of cost for the relevant fund sector.
Mr Rainbow said: “We see the real value in the relationship between our clients and their advisers every day.
“These changes will make it much simpler to see just how competitive we are on a like-for-like basis for the fully personalised, trusted advice our advisers provide. It’s a good thing for our advisers, our business and most importantly our clients, the majority of which will benefit from lower overall charges over their relationship with us.”
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| 06.05.25 07:36:40 |
LIVE: FTSE 100 wavers and US stocks lower as UK and India strike trade deal |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
The FTSE 100 (^FTSE) wavered while European and US stocks were lower by the afternoon on Tuesday, as the UK and India announced they had struck a trade deal which slashes export taxes on cars and whisky. Levies on aerospace, electricals and other food products will also fall.
“Today we have agreed a landmark deal with India – one of the fastest growing economies in the world, which will grow the economy and deliver for British people and business," said prime minister Keir Starmer.
The moves come as earnings season kicks off in earnest and traders look to key central bank meetings. The US Federal Reserve kicks off its two-day rate setting meeting today, while Bank of England rate setters will sit down on Thursday.
Eyes are also on US president Donald Trump's ever-changing tariff policy. On Monday, Trump said he would look to impose a 100% tariff on films made outside of the US, but didn't give detail on how that might play out for production companies and streaming giants.
London's premier index rose 0.3% as markets opened, but hovered on a flatline by late afternoon. The index had been lifted by investment companies such as 3i (III.L) and St James's Place (STJ.L). The DAX (^GDAXI) in Germany fell 0.7%, following a rally on Monday. Stocks fell after Friedrich Merz failed to secure enough votes to become chancellor on the first ballot, but he narrowly secured the numbers required on a second ballot. Over in France, the CAC 40 (^FCHI) declined 0.5%. The pan-European STOXX 600 (^STOXX) also fell 0.3%. US stocks opened lower, as traders look to the Fed. The benchmark S&P 500 (^GSPC) slid about 0.9%, while the Dow Jones Industrial Average (^DJI) dropped roughly 0.7%. The tech-heavy Nasdaq Composite (^IXIC) led the way lower, falling around 1.1%. Although the central bank is expected to keep rates unchanged, Wall Street will listen closely to chair Jerome Powell's comments on how the economy is holding up.
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Prime Minister Keir Starmer said: “We are now in a new era for trade and the economy. That means going further and faster to strengthen the UK’s economy, putting more money in working people’s pockets.”
He added: “Today we have agreed a landmark deal with India – one of the fastest growing economies in the world, which will grow the economy and deliver for British people and business.”
Indian prime minister Narendra Modi described it as a “historic milestone” and an “ambitious and mutually beneficial” trade agreement that will “catalyse trade, investment, growth, job creation, and innovation in both our economies”.
“I look forward to welcoming PM Starmer to India soon,” he added.
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Even with the dip, the company's stock price is up more than 55% for the year-to-date. Today at 7:39 AM UTC
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Deliveroo accepts DoorDash takeover offer
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Investors look to central banks
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US futures slip as tariff uncertainty persists
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Futures attached to the Dow Jones Industrial Average (YM=F) slipped 0.2% and the benchmark S&P 500 (ES=F) traded 0.4% down. Futures attached to the tech-heavy Nasdaq Composite (NQ=F) sunk 0.6%.
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Lucy Harley-McKeown
Good morning!
Hello again. We're back with the finance and markets news of the day.
Today traders will be watching a slew of financial reports from listed companies. That includes:
Axa (CS.PA) Ferrari (RACE.MI) Philips (1PHIA.MI) Super Micro Computer (SMCI) Electronic Arts (EA)
Also coming up: UK and EU PMI reports and UK car sales data from the SMMT.
Let's get to it.
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| 28.02.25 13:22:58 |
St. James's Place Full Year 2024 Earnings: Misses Expectations |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
St. James's Place (LON:STJ) Full Year 2024 Results
Key Financial Results
Revenue: UK£26.0b (up 37% from FY 2023). Net income: UK£398.4m (up from UK£10.1m loss in FY 2023). Profit margin: 1.5% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. EPS: UK£0.73 (up from UK£0.018 loss in FY 2023).LSE:STJ Earnings and Revenue Growth February 28th 2025
All figures shown in the chart above are for the trailing 12 month (TTM) period
St. James's Place Revenues and Earnings Miss Expectations
Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 4.1%.
Looking ahead, revenue is expected to decline by 101% p.a. on average during the next 3 years, while revenues in the Capital Markets industry in the United Kingdom are expected to grow by 4.1%.
Performance of the British Capital Markets industry.
The company's shares are down 1.7% from a week ago.
Balance Sheet Analysis
While earnings are important, another area to consider is the balance sheet. We have a graphic representation of St. James's Place's balance sheet and an in-depth analysis of the company's financial position.
Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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| 28.02.25 09:00:54 |
FTSE 100 LIVE: London markets lower as Trump says UK trade deal without tariffs a possibility |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
The FTSE 100 (^FTSE) and European markets fell in early trade on Friday following a late Thursday press conference by US president Donald Trump and UK prime minister Keir Starmer, at which the pair said they are working on striking a trade deal without tariffs.
Global markets have been jittery in recent weeks as Trump used executive orders to apply broad-brush tariffs to countries such as China and Canada. He also said he would apply a 25% tariff on goods being imported from EU countries and a 25% tax on steel and aluminium imports.
The willingness to negotiate with the UK on terms comes with "hard yards" ahead, said health secretary Wes Streeting on BBC Breakfast.
The FTSE 100 (^FTSE) fell 0.4% in early trade, dragged down by share price dips for St James's Place (STJ.L) and Rentokil (RTO.L). British Airways owner IAG (IAG.L) was the top riser following results released this morning. Germany's DAX (^GDAXI) fell 0.7% and the CAC 40 (^FCHI) in Paris dropped 0.7%. "Investors remain on edge following president Donald Trump’s unexpected announcement of a 25% tariff on Canadian and Mexican imports, set to take effect on 4 March," said Naeem Aslam, chief investment officer at Zaye Capital Markets. "This move, along with increased duties on goods from China and the European Union, has raised fears of retaliatory measures, further disrupting global supply chains and corporate earnings."
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Advanced ChartLIVE6 updates
Today at 8:28 AM UTC
Lucy Harley-McKeown
British Airways owner stock surges in early trade following results
International Consolidated Airlines Group stock rose around 3.7% as markets opened in London, as traders look to quarterly results showing its operating profit surged by 22.1% last year to 4.3bn euros (£3.6bn).
The latest figures are an increase from 3.5bn euros (£2.9bn) in 2023.
Its passenger revenue per available seat kilometre flown increased by 3.1%, while fuel costs per unit declined by 5.2%, PA reported. Today at 8:23 AM UTC
Lucy Harley-McKeown
US stocks waver in premarket
US stocks were slightly higher in premarket trade, after feeling the pressure during the week. Today at 8:20 AM UTC
Lucy Harley-McKeown
Cost of borrowing key in house price value
Ben Parks, managing director at Orchard Financial Services, said:
Steve Humphrey, founder at The Mortgage Pod, said: Today at 8:17 AM UTC
Lucy Harley-McKeown
UK house prices rise in February ahead of stamp duty deadline
UK house prices rose in February to £270,493 as buyers rush to beat the April stamp duty deadline.
The average UK house price increased month-on-month for the sixth month in a row, according to Nationwide Building Society. Property values increased by 0.4% month-on-month in February.
However, the annual rate of house price growth dropped slightly, rising 3.9% in February compared to 4.1% in January.
Robert Gardner, Nationwide’s chief economist, said: “House prices increased by 0.4% month-on-month, after taking account of seasonal effects – the sixth consecutive monthly gain.
“Housing market activity has also remained resilient in recent months, despite ongoing affordability challenges. Indeed, the second half of 2024 saw a noticeable pick-up in total housing transactions, which were up 14% compared with the same period in 2023.”
Read more on Yahoo Finance UK Today at 8:15 AM UTC
Lucy Harley-McKeown
How US stocks fared on Thursday
From our US team:
Stocks plummeted on Thursday as tech sold off following Nvidia's (NVDA) latest earnings report while investors took stock of the economy amid President Trump's latest tariff pledges.
The S&P 500 (^GSPC) fell more than 1.6%, while the tech-heavy Nasdaq Composite (^IXIC) dropped 2.8%. The Dow Jones Industrial Average (^DJI) dropped 0.4%.
Investors dug into Nvidia's quarterly earnings beat, which signalled plenty of scope for growth as it eased worries about DeepSeek and faltering AI demand. The results initially met a muted response as its profit outlook raised doubts on Wall Street. Nvidia's stock erased early morning gains to drop more than 8%.
Meanwhile, more signs emerged of a sluggish US economy. Data released Thursday showed GDP grew at an unrevised 2.3% annualized pace last quarter, confirming a slowdown from the previous quarter. Weekly initial jobless claims jumped to 242,000, higher than the 221,000 expected by economists in a sign of a softening labor market. Today at 8:13 AM UTC
Lucy Harley-McKeown
Good morning!
Hello from London. Lucy Harley-McKeown here, ready to bring the markets news of the day.
Overnight we had news out of Washington. prime minister Kier Starmer met president Donald Trump to talk tech and trade. In a press conference last night the pair said they would continue talks on tariffs.
This morning we've also had the latest on house prices from Nationwide, with more property transaction data coming later on.
The corporate calendar is looking less interesting today, following Nvidia (NVDA) results on Wednesday.
Let's get to it.
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| 28.02.25 07:01:44 |
St James's Place PLC (STJPF) (Q4 2024) Earnings Call Highlights: Strategic Growth and Market ... |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Client Base Growth: Increased mainly through word of mouth referrals from existing clients. Investment Returns: Strong investment returns realized for clients. Client Retention Level: Maintained a high client retention level. Market Opportunity: GBP3.3 trillion of investable wealth in the UK, indicating a growing market.
Warning! GuruFocus has detected 6 Warning Signs with FRA:TY2B.
Release Date: February 27, 2025
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Positive Points
St James's Place PLC (STJPF) achieved strong investment returns and maintained high client retention, contributing to robust financial results. The company has refreshed its strategy and made progress on key programs, indicating a proactive approach to future growth. There is a significant market opportunity with GBP3.3 trillion of investable wealth in the UK, positioning STJPF well for future expansion. The company is developing tech-enabled tools to enhance advisor efficiency, which could improve service delivery and client satisfaction. STJPF's advisor academy is considered a 'crown jewel,' contributing significantly to the sector by training a large share of new advisors.
Negative Points
The company faces a multi-year program to address provision issues, which has taken longer than expected due to data inefficiencies. There may be a marginal decline in advisor headcount in 2025 due to a focus on productivity, potentially impacting service capacity. The deferral of implementation costs for the new charging structure will impact financials in 2025, with no costs expected to carry into 2026. The company is not part of the FCA's 22-company study, leaving some uncertainty about its standing in industry-wide assessments. There is a potential short-term impact on client inflows due to changes in the charging structure, which could affect financial performance.
Q & A Highlights
Q: Can you update us on the progress of the provision and whether we can move past the announced provision number? A: Mark Fitzpatrick, CEO: The provision program is a multi-year effort. Year one focused on building infrastructure, year two is about execution, and year three will complete the task. Progress has been slower than expected due to the need for efficiency and effectiveness, but significant progress is anticipated this year.
Q: Will the deferred implementation costs for the new charging structure all be incurred in H1 2025, or will they extend into H2 or 2026? A: Caroline Waddington, CFO: The deferred implementation costs will be incurred in both H1 and H2 of 2025, with no costs extending into 2026.
Story Continues
Q: What is the outlook for advisor headcount in 2025, considering the focus on productivity? A: Mark Fitzpatrick, CEO: There may be a marginal decline in advisor headcount due to productivity adjustments, but the long-term goal is to grow advisor numbers.
Q: Can you provide an update on the high net worth and cash product propositions? A: Mark Fitzpatrick, CEO: The high net worth proposition is part of the amplify phase, expected to be planned by the end of this year and more strongly in 2026. The cash component is also being developed.
Q: What feedback have you received from advisors and clients on the new charge structure? A: Mark Fitzpatrick, CEO: Advisors have been adapting well to the new structure, with ongoing discussions and training. The tiering component is detailed in the slide deck appendix.
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
This article first appeared on GuruFocus.
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| 21.02.25 11:02:21 |
3 UK Stocks Trading At An Estimated Discount Of Up To 34.5% |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
The United Kingdom's FTSE 100 index recently faced downward pressure, influenced by weak trade data from China, which has struggled with economic recovery post-pandemic. In this context of market volatility and global economic uncertainties, identifying stocks that are trading at a perceived discount can present potential opportunities for investors seeking value in the current environment.
Top 10 Undervalued Stocks Based On Cash Flows In The United Kingdom
Name Current Price Fair Value (Est) Discount (Est) Begbies Traynor Group (AIM:BEG) £0.96 £1.82 47.2% On the Beach Group (LSE:OTB) £2.365 £4.58 48.4% Gaming Realms (AIM:GMR) £0.375 £0.67 44.1% Gateley (Holdings) (AIM:GTLY) £1.37 £2.64 48.2% Victrex (LSE:VCT) £9.32 £18.14 48.6% Deliveroo (LSE:ROO) £1.359 £2.43 44% Duke Capital (AIM:DUKE) £0.3025 £0.53 43.3% Likewise Group (AIM:LIKE) £0.20 £0.38 46.7% Optima Health (AIM:OPT) £1.79 £3.30 45.8% Melrose Industries (LSE:MRO) £6.256 £11.85 47.2%
Click here to see the full list of 53 stocks from our Undervalued UK Stocks Based On Cash Flows screener.
Let's dive into some prime choices out of the screener.
discoverIE Group
Overview: discoverIE Group plc designs, manufactures, and supplies components for electronic applications worldwide, with a market cap of £533.11 million.
Operations: The company's revenue is generated from two main segments: Magnetics & Controls, contributing £256.50 million, and Sensing & Connectivity, accounting for £169.60 million.
Estimated Discount To Fair Value: 26%
DiscoverIE Group is trading 26% below its estimated fair value of £7.5, highlighting potential undervaluation based on cash flows. Despite flat year-on-year sales recently, the company's earnings are forecasted to grow significantly at 22.4% annually, outpacing the UK market average. However, its return on equity is projected to remain low at 11.7%. The stock's revenue growth forecast of 4.7% per year exceeds the market average but remains modest overall.
Insights from our recent growth report point to a promising forecast for discoverIE Group's business outlook. Dive into the specifics of discoverIE Group here with our thorough financial health report.LSE:DSCV Discounted Cash Flow as at Feb 2025
St. James's Place
Overview: St. James's Place plc is a publicly owned investment manager with a market cap of £6.03 billion.
Operations: The company generates revenue primarily through its Wealth Management Business, which accounts for £26.80 billion.
Estimated Discount To Fair Value: 34.5%
St. James's Place is trading at £11.17, significantly below its estimated fair value of £17.05, suggesting a potential undervaluation based on cash flows. Despite an expected revenue decline of 83.3% annually over the next three years, earnings are projected to grow by 23.32% per year and the company is forecast to become profitable within this period, with a high return on equity of 23.3%. Recent inclusion in the FTSE 100 Index may bolster investor confidence.
Story Continues
Our comprehensive growth report raises the possibility that St. James's Place is poised for substantial financial growth. Navigate through the intricacies of St. James's Place with our comprehensive financial health report here.LSE:STJ Discounted Cash Flow as at Feb 2025
Supermarket Income REIT
Overview: Supermarket Income REIT plc (LSE: SUPR) is a real estate investment trust focused on investing in grocery properties across the UK, with a market cap of approximately £883.58 million.
Operations: The company's revenue is primarily derived from its real estate investment segment, totaling £107.23 million.
Estimated Discount To Fair Value: 16.3%
Supermarket Income REIT is trading at £0.71, slightly below its estimated fair value of £0.85, indicating a modest undervaluation based on cash flows. The company is expected to achieve profitability within three years, with earnings projected to grow by 47.38% annually and revenue forecasted to outpace the UK market growth rate at 5.1% per year. However, debt coverage through operating cash flow remains inadequate despite these positive growth prospects. Recent board changes include the appointment of Roger Blundell as an independent non-executive director.
The growth report we've compiled suggests that Supermarket Income REIT's future prospects could be on the up. Unlock comprehensive insights into our analysis of Supermarket Income REIT stock in this financial health report.LSE:SUPR Discounted Cash Flow as at Feb 2025
Seize The Opportunity
Discover the full array of 53 Undervalued UK Stocks Based On Cash Flows right here. Shareholder in one or more of these companies? Ensure you're never caught off-guard by adding your portfolio in Simply Wall St for timely alerts on significant stock developments. Take control of your financial future using Simply Wall St, offering free, in-depth knowledge of international markets to every investor.
Curious About Other Options?
Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Diversify your portfolio with solid dividend payers offering reliable income streams to weather potential market turbulence. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include LSE:DSCV LSE:STJ and LSE:SUPR.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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| 30.01.25 11:02:21 |
3 UK Stocks That Investors Might Be Undervaluing |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
In recent times, the UK market has faced challenges, with the FTSE 100 index experiencing fluctuations due to weak trade data from China and broader global economic concerns. As investors navigate these uncertain conditions, identifying undervalued stocks could present opportunities for those seeking value in a volatile market environment.
Top 10 Undervalued Stocks Based On Cash Flows In The United Kingdom
Name Current Price Fair Value (Est) Discount (Est) Begbies Traynor Group (AIM:BEG) £0.922 £1.70 45.9% Hercules Site Services (AIM:HERC) £0.495 £0.93 46.5% Fevertree Drinks (AIM:FEVR) £6.58 £13.12 49.9% Gaming Realms (AIM:GMR) £0.376 £0.71 47.3% On the Beach Group (LSE:OTB) £2.585 £4.98 48.1% Duke Capital (AIM:DUKE) £0.29 £0.58 49.8% Deliveroo (LSE:ROO) £1.32 £2.61 49.5% Informa (LSE:INF) £8.46 £16.35 48.2% St. James's Place (LSE:STJ) £9.29 £18.50 49.8% BATM Advanced Communications (LSE:BVC) £0.1915 £0.38 49.5%
Click here to see the full list of 50 stocks from our Undervalued UK Stocks Based On Cash Flows screener.
Let's explore several standout options from the results in the screener.
Hargreaves Services
Overview: Hargreaves Services Plc offers environmental and industrial services across the United Kingdom, Europe, Hong Kong, and internationally with a market cap of £204.36 million.
Operations: The company's revenue segments include £206.86 million from Services and £7.04 million from Hargreaves Land.
Estimated Discount To Fair Value: 45.9%
Hargreaves Services is significantly undervalued, trading at £6.20 against an estimated fair value of £11.45, suggesting strong potential based on discounted cash flow analysis. Despite a low return on equity forecast and profit margins declining to 5.8% from last year's 13.2%, earnings are expected to grow significantly by 25% annually over the next three years, outpacing the UK market's growth rate. Recent executive changes aim to enhance value creation within its services unit.
Our expertly prepared growth report on Hargreaves Services implies its future financial outlook may be stronger than recent results. Dive into the specifics of Hargreaves Services here with our thorough financial health report.AIM:HSP Discounted Cash Flow as at Jan 2025
Coats Group
Overview: Coats Group plc, along with its subsidiaries, manufactures and supplies industrial sewing threads globally, with a market cap of approximately £1.50 billion.
Operations: The company's revenue segments include Apparel at $731 million, Footwear at $381.90 million, and Performance Materials at $327 million.
Estimated Discount To Fair Value: 43%
Coats Group is trading at £0.94, below its estimated fair value of £1.65, highlighting potential undervaluation based on cash flow analysis. Earnings grew by 46.8% last year and are forecast to increase by 15.4% annually, surpassing the UK market's growth rate of 14.7%. However, the company faces challenges with high debt levels and an unstable dividend track record. Recent executive changes include a new CFO appointment aimed at strengthening financial management.
Story Continues
Insights from our recent growth report point to a promising forecast for Coats Group's business outlook. Take a closer look at Coats Group's balance sheet health here in our report.LSE:COA Discounted Cash Flow as at Jan 2025
Savills
Overview: Savills plc, along with its subsidiaries, provides real estate services across the United Kingdom, Continental Europe, Asia Pacific, Africa, North America, and the Middle East with a market cap of £1.41 billion.
Operations: The company's revenue segments include Consultancy (£464.80 million), Transaction Advisory (£803.60 million), Investment Management (£100.50 million), and Property and Facilities Management (£920.90 million).
Estimated Discount To Fair Value: 20%
Savills is trading at £10.42, below its estimated fair value of £13.02, suggesting undervaluation based on cash flows. Despite a decline in profit margins from 3.8% to 1.9%, earnings are expected to grow significantly at 32.7% annually, outpacing the UK market average of 14.7%. However, challenges include an unstable dividend track record and low forecasted return on equity (14%). Recent developments involve marketing a €60 million Dublin office asset amidst WeWork's financial restructuring.
The analysis detailed in our Savills growth report hints at robust future financial performance. Click here to discover the nuances of Savills with our detailed financial health report.LSE:SVS Discounted Cash Flow as at Jan 2025
Where To Now?
Reveal the 50 hidden gems among our Undervalued UK Stocks Based On Cash Flows screener with a single click here. Are you invested in these stocks already? Keep abreast of every twist and turn by setting up a portfolio with Simply Wall St, where we make it simple for investors like you to stay informed and proactive. Take control of your financial future using Simply Wall St, offering free, in-depth knowledge of international markets to every investor.
Ready To Venture Into Other Investment Styles?
Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Diversify your portfolio with solid dividend payers offering reliable income streams to weather potential market turbulence. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include AIM:HSP LSE:COA and LSE:SVS.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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| 29.01.25 11:02:40 |
Discover Restore And 2 Other UK Stocks That May Be Trading Below Estimated Value |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
The UK stock market has recently faced challenges, with the FTSE 100 index experiencing declines due to weak trade data from China, impacting companies closely tied to its economic performance. Amid these conditions, identifying stocks that may be undervalued becomes crucial as investors seek opportunities that could offer potential value despite broader market pressures.
Top 10 Undervalued Stocks Based On Cash Flows In The United Kingdom
Name Current Price Fair Value (Est) Discount (Est) Hercules Site Services (AIM:HERC) £0.495 £0.93 46.5% Gaming Realms (AIM:GMR) £0.367 £0.71 48.7% GlobalData (AIM:DATA) £1.785 £3.57 49.9% On the Beach Group (LSE:OTB) £2.565 £5.03 49% ConvaTec Group (LSE:CTEC) £2.502 £4.92 49.1% Victrex (LSE:VCT) £9.89 £19.52 49.3% Informa (LSE:INF) £8.38 £16.32 48.7% Deliveroo (LSE:ROO) £1.328 £2.64 49.7% BATM Advanced Communications (LSE:BVC) £0.192 £0.38 49.4% St. James's Place (LSE:STJ) £9.47 £18.68 49.3%
Click here to see the full list of 52 stocks from our Undervalued UK Stocks Based On Cash Flows screener.
Let's explore several standout options from the results in the screener.
Restore
Overview: Restore plc, with a market cap of £295.76 million, offers services to offices and workplaces in both the public and private sectors primarily in the United Kingdom.
Operations: The company's revenue is derived from Secure Lifecycle Services, contributing £104.40 million, and Digital & Information Management, generating £172.50 million.
Estimated Discount To Fair Value: 29.4%
Restore is trading at £2.24, significantly below its estimated fair value of £3.17, indicating potential undervaluation based on discounted cash flows. Despite slower revenue growth forecasts of 3.6% annually and flat FY24 revenue due to market uncertainty, earnings are expected to grow significantly at 48.22% per year, outpacing the UK market average. However, interest payments are not well covered by earnings and the dividend yield of 2.39% lacks coverage by current profits.
According our earnings growth report, there's an indication that Restore might be ready to expand. Dive into the specifics of Restore here with our thorough financial health report.AIM:RST Discounted Cash Flow as at Jan 2025
ConvaTec Group
Overview: ConvaTec Group PLC develops, manufactures, and sells medical products, services, and technologies across Europe, North America, and internationally with a market cap of £5.08 billion.
Operations: The company's revenue primarily comes from the development, manufacture, and sale of medical products and technologies, totaling $2.20 billion.
Estimated Discount To Fair Value: 49.1%
ConvaTec Group is trading at £2.50, well below its estimated fair value of £4.92, highlighting potential undervaluation based on discounted cash flows. Earnings have grown significantly by 117.9% in the past year and are forecast to grow 20.35% annually, surpassing UK market averages. However, despite robust profit growth projections and revenue growth forecasts exceeding the UK market rate of 3.6%, ConvaTec carries a high level of debt that may impact financial flexibility.
Story Continues
The analysis detailed in our ConvaTec Group growth report hints at robust future financial performance. Take a closer look at ConvaTec Group's balance sheet health here in our report.LSE:CTEC Discounted Cash Flow as at Jan 2025
Vp
Overview: Vp plc offers equipment rental and associated services both in the United Kingdom and internationally, with a market cap of £236.77 million.
Operations: The company generates revenue through its operations in the United Kingdom, contributing £339.21 million, and international activities, adding £43.35 million.
Estimated Discount To Fair Value: 38.5%
Vp plc is trading at £6.20, significantly below its estimated fair value of £10.07, suggesting potential undervaluation based on discounted cash flows. Despite a high debt level and modest revenue growth forecast of 3.9% annually, Vp's profitability is expected to improve above market averages over the next three years. The recent launch of Vp Rail aligns with its strategic focus on end markets and digital enhancements, potentially supporting future growth despite current earnings not covering dividends adequately.
Our expertly prepared growth report on Vp implies its future financial outlook may be stronger than recent results. Delve into the full analysis health report here for a deeper understanding of Vp.LSE:VP. Discounted Cash Flow as at Jan 2025
Seize The Opportunity
Investigate our full lineup of 52 Undervalued UK Stocks Based On Cash Flows right here. Are any of these part of your asset mix? Tap into the analytical power of Simply Wall St's portfolio to get a 360-degree view on how they're shaping up. Simply Wall St is a revolutionary app designed for long-term stock investors, it's free and covers every market in the world.
Looking For Alternative Opportunities?
Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Diversify your portfolio with solid dividend payers offering reliable income streams to weather potential market turbulence. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include AIM:RST LSE:CTEC and LSE:VP..
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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